System Setup & Core Functionality

The BCS ProSoft Introductory Training Package utilizes a “hands on” approach using the client’s data for increased relevance and usability. This series of courses is designed to provide your staff members with a solid foundation and understanding of basic Vision functionality. Classes are remote (web-based with teleconference) and use the standard outlines listed below, but offer flexible delivery to meet your specific learning style needs. Each training session is exclusively “one-on-one” with your company and an experienced Deltek Vision certified trainer. Upon completion, students typically possess the knowledge to successfully begin using Vision for related functional areas.

Basic Training

Pre-Training Teleconference

  • Client background and expectations
  • Project Planning – discuss data converstion, training, timeline, go live, etc.

Web Training Class 1 – User Fundamentals / Security

  • Basic Vision navigation
  • Dashboard
  • Search
  • User Options
  • Info Center Overview
  • Reporting Overview
  • Security Overview – Roles

Web Training Class 2 – Accounting Overview

  • Accounting Configuration Overview – System Settings, Company Settings
  • Transaction Center
  • Reveneue Generation
  • Overhead Allocation
  • Vision Accounting Reports
  • Utilities Overview – Period Setup, Undo Posting, Locked Transaction Files
  • File Reconciliation

Web Training Class 3 – Time / Billing Overview

  • Time Entry
  • Billing Configuration Overview – Billing Role, Billing Setup
  • Accounts Receivable Configuration Overview
  • Billing Terms – Labor Billing Terms, Expense / Consultant / Unit BIlling Terms, Fees
  • Billing Tables
  • Batch Billing
  • Interactive Billing
  • Billing and AR Reporting
  • Invoice Template Editor

Teleconference – Progress Review

  • Conclusion, Q&A for Web Classes 1-3

Web Training Class 4 – Configuration

  • User Defined Tabs
  • Code Tables
  • Alerts
  • Project Defaults
  • Workflow
  • Security Roles
  • Organization
  • Accounting
  • Payroll
  • Time & Expense
  • Expense Categories

Web Training Class 5 – Utilities

  • Period Setup
  • Advanced Utilities
  • Key Conversations
  • Process Server

Other Training Modules

Payroll and Human Resources

Reporting

Additional Information on Deltek Training Modules

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