Deltek Vision
This article describes Deltek Vision views in Angles.
Optimize your operational reporting processes with AnglesProf for Deltek Vision and Vantagepoint. Use our pre-built visuals, dashboards, and business views to access familiar reports and information. Create new reports, dashboards, and visualizations to view and share your operational reporting in more expansive ways:
- Pre-built visualizations and dashboards get you and your team started.
- Accessible tools for users to filter, drill down, and export data.
- Deltek (hosted): connect using a Deltek cloud connection at the Flex or Enterprise level.
- Deltek (on-premise): connect using a hybrid data pipeline connection.
Business Views
Business views are interactive, extensible views that are designed to address finance's needs, incorporating pre-built dashboards and visuals connected directly to your data and integration optimized to work with your ERP.
- Pre-built content packs address common financial and operational reporting needs.
- Tools to configure custom reports.
Available Business Views
Business views supplied with your AnglesProf integration include:
| Summary | Jira Ticket | Description |
|---|---|---|
| Invoice Payment Overview with Bank Code | CF-423 | The AP Invoice Payment data has been enriched to include the Bank Code associated with a paid invoice, so an organization can use this information to assist with reconciliation processes. |
| AP Paid Unpaid Invoices As Of with Bank Code | CF-420 | The AP Paid Unpaid data has been enriched to include the Bank Code associated with a paid invoice, so an organization can use this information to assist with reconciliation processes. |
| AP Invoice Payment Overview | CF-408 | The AP Invoice Payment Overview provides a view of all the invoices per vendor, as of current date. Invoices are classified into payment statuses: Paid, PartialPayment, Unpaid, Refund, Refund Due, Overpayment. The debt is aged into days past due [Current, 1-30, 31-60, 61-90, 91-120, > 120]. |
| AP Invoice Payment Overview | CF-403 | The AP Invoice Payment Overview provides a view of all the invoices per vendor, as of current date. Invoices are classified into payment statuses: Paid, PartialPayment, Unpaid, Refund, Refund Due, Overpayment. The debt is aged into days past due [Current, 1-30, 31-60, 61-90, 91-120, > 120]. |
| AP Paid Unpaid Invoices As Of with Payment Number | CF-395 | The AP Paid Unpaid data has been enriched to include the Payment Number associated with a paid invoice, so an organization can use this information to assist with reconciliation processes. |
| Project Labor Cost By Type | CF-361 | The Project Labor Cost By Type Business View represents a collection of data which allows the user to analyze and validate all the labor costs associated with projects, by labor cost type. |
| AP Paid Unpaid Invoices As Of | CF-308 | The AP Paid Unpaid Invoices As Of provides a view of the payments for each vendor and their associated payment status (Paid/Unpaid), from a point in time, specified by the user [As Of Date]. The invoices are aged into the following aging buckets [Current, 1-30, 31-60, 61-90, 91-120, > 120]. |
| AP Aging Summary As Of | CF-192 | The AP Aging Summary As Of provides a view of the payment balance outstanding per vendor, from a point in time, specified by the user [As Of Date]. The debt is aged into invoice days past due [Current, 1-30, 31-60, 61-90, 91-120, > 120]. |
| General Ledger Detail | CF-145 | The General Ledger Detail provides the GL transaction details over a specified period of time (user defined) to assist in analysis and reconciliation. |
| Project Expenses | CF-139 | The Project Expenses Business View represents a collection of data which allow the user to analyze and validate the expenses associated with projects. |
| Project Unit Cost | CF-138 | The Project Unit Cost Business View represents a collection of data which allows the user to analyze and validate the unit costs associated with projects. |
| Project Detail | CF-137 | The Project Detail Business View represents a collection of data which allows the user to analyze and validate all the costs associated with a project, this includes labor, expenses and unit costs. |
| General Ledger Balances | CF-133 | Business View provides access to the sum of all transaction amounts from the beginning of the fiscal period to a selected point in time. Common uses: Finance reports, trial balance, income statement and balance sheet. |
| Deltek Project Contracts Master Data | CF-99 | The Project Master Contract Data Business View represents a collection of data which allows the user to analyze and validate the contract information associated with a project. The Project Master Contract Data is a snapshot of the contract data associated with a project, at a point in time. |
| Deltek Project Master Association Data | CF-98 | The Project Master Association Business View represents a collection of data which allows the user to analyze and verify the associations linked to each project. The Project Master Association Data is a snapshot of the association data linked with a project, at a point in time. |
| Deltek Project Master Association Data | CF-97 | The Project Master Data Business View represents a collection of data which allows the user to analyze and validate the project configuration. The Project Master Data is a snapshot of the project data, at a point in time. |
| Deltek Project Labor Cost | CF-96 | The Project Labor Cost Business View represents a collection of data which allows the user to analyze and validate all the labor costs associated with projects, across different timeframes. |
| AP Payments Details | CF-85 | The AP Payment details provides payment details, over a specified period of time, which enables users to review payments and identify discrepancies. |
| AP Invoice Detail | CF-84 | The AP Invoice Details provides the invoice transaction details over a specified period of time (user defined) to assist in analysis. |
| AP Aging Detail As Of | CF-83 | The AP Aging As Of provides a view of all the Vendor payments outstanding from a point in time, specified by the user [As Of Date]. The debt is aged into invoice days past due [Current, 1-30, 31-60, 61-90, 91-120, > 120]. |
| Accounts Receivable Aging As Of | CF-66 | The AR Transactions business view provides a detailed transactional audit of your accounts receivable customer invoices and Journals. This business view can be run ‘As Of’ a specific date. |
| Master Data: Employee | CF-65 | The employee data is stored and maintained centrally to be able to fulfil employee information requirements. This business view can be used to view and validate employee information. |
| Master Data: Client | CF-64 | The Master Data Client business view is a central repository of client information. The client data is stored centrally to avoid duplication and make the client data freely available throughout the organisation, such as client names and contact information. |
| Master Data: Vendor | CF-63 | The Master Data Vendor business view is a central repository of vendor information. The vendor data is stored centrally to avoid duplication and make the vendor data freely available, in a timely manner. Vendor Master Data drives every transaction and facilitates a range of critical operational and compliance activities; from accurate financial withholding to spend analysis and company wide reporting. |
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Available Dashboards
This is not all of the list, there are more to add.
Source: Deltek Vision-Dashboard Library [Confluence] Updated 22 March 2022.
Dashboards supplied with your AnglesProf integration include:
| Summary | Jira Ticket | Description |
|---|---|---|
| AP Aging Paid Unpaid As Of | CF-404 | AP Invoice Payment Overview provides a view of the invoices per vendor and their associated payment status, as of current date. Payment Status: Paid, PartialPayment, Unpaid, Refund, Refund Due, Overpayment. The debt is aged into aging buckets [Current, 1-30, 31-60, 61-90, 91-120, > 120]. |
| Project Unit Cost | CF-366 | The Project Unit Cost dashboard represents a collection of metrics and data which enable the user to analyze and validate the unit costs associated with projects, over a period of time. The unit costs and billed amounts can be summarized as required [initial dashboard setting: monthly]. All visualizations can be cross filtered to perform detailed analysis. |
| Project Detail | CF-365 | The Project Detail dashboard represents a collection of metrics and data which enable the user to analyze and validate all the costs associated with projects; this includes labor, expense and unit costs. All visualizations can be cross filtered to perform detailed analysis. |
| Project Summary-Trend | CF-364 | The Project Summary-Trend dashboard represents a collection of metrics and data which enable the user to analyze and validate all the costs associated with projects, across different timeframes. The cost and billed amounts can be summarized as required [initial dashboard setting: monthly]. All visualizations can be cross filtered to perform detailed analysis. |
| Project Expenses-Trend | CF-363 | The Project Expenses-Trends dashboard represents a collection of metrics and data which enable the user to analyze and validate the expenses associated with projects, over a period of time. The expense costs and billed amounts can be summarized as required [initial dashboard setting: monthly]. All visualizations can be cross filtered to perform detailed analysis. |
| Project Expenses | CF-362 | The Project Expenses dashboard represents a collection of metrics and data which enable the user to analyze and validate the expenses associated with projects. The expense costs and billed amounts can be summarized as required [initial dashboard setting: monthly]. All visualizations can be cross filtered to perform detailed analysis. |
| Project Master Association Data | CF-353 | The Project Master Association Data dashboard represents a collection of metrics and data which enable the user to analyze and verify the associations linked to each project. The Project Master Association Data Business View is a snapshot of the association data linked with a project, at a point in time. |
| Project Master Contract Data | CF-352 | The Project Master Contract Data dashboard represents a collection of metrics and data which enable the user to analyze and validate the contract information associated with a project. The Project Master Contract Data Business View is a snapshot of the contract data associated with a project, at a point in time. |
| Project Master Data | CF-351 | The Project Master Data dashboard represents a collection of metrics and data which enable the user to analyze and validate the project data configurations. The Project Master Data Business View is a snapshot of the project data in a point in time. |
| Deltek Project Labor Cost By Type | CF-326 | The Project Labor Cost By Type dashboard represents a collection of metrics and data which enable the user to analyze and validate each type of labor cost [Regular, Overtime and Special Overtime] associated with projects, across different timeframes. The labor costs and billed amounts can be summarized as required [initial dashboard setting: monthly]. All visualizations can be cross filtered to perform detailed analysis. |
| AP Aging Paid Unpaid As Of | CF-320 | AP Aging Paid Unpaid As Of provides a view of the AP invoices and their associated payment status, per vendor, from a point in time, specified by the user [As Of Date]. The debt is aged into aging buckets [Current, 1-30, 31-60, 61-90, 91-120, > 120]. |
| Vendor Expense Overview | CF-253 | Vendor Expenses provides a overview of the expenses being invoiced by vendors, over a specified period of time (specified by the user). |
| Accounts Receivable Overview | CF-249 | Accounts Receivable Overview provides an overview of the Accounts Receivable data, during a period of time (specified by the user). |
| General Ledger Balances | CF-166 | The General Ledger Balances dashboard represents a collection of metrics which enable the user to monitor and analyze general ledger. The General Ledger Balance data can be viewed on a Rolling 12 month basis or over a specified period of time. |
| Project Labor Cost | CF-164 | The Project Labor Cost dashboard represents a collection of metrics and data which enable the user to analyze and validate all the labor costs associated with projects, across different timeframes. The labor costs and billed amounts can be summarized as required [initial dashboard setting: monthly]. All visualizations can be cross filtered to perform detailed analysis. |
| AR Aging Detail Invoice | CF-163 | AR Aging Detail Invoices provides a view of the accounts receivable invoice data associated with a client/project, during a period of time (specified by the user). |
| AR Aging Summary As Of | CF-162 | AR Aging Summary As Of provides a view of the accounts receivable detail data, from a point in time, specified by the user [As Of Date]. The debt is aged into invoice days past due [Current, 1-30 DPD, 31-60 DPD, 61-90 DPD, 91-120 DPD, > 120 DPD]. |
| AP Aging Summary As Of | CF-161 | AP Aging Summary As Of provides a view of the payment balance outstanding per vendor, from a point in time, specified by the user [As Of Date]. The debt is aged into invoices days past due [Current, 1-30, 31-60, 61-90, 91-120, > 120]. |
| General Ledger Detail | CF-160 | General Ledger Detail provides the GL transaction details over a specified period of time (user defined) to assist in analysis and reconciliation. |
| Vendor Payments | CF-159 | Vendor Payments provides a overview of the payments being made to vendors, over a specified period of time (specified by the user). |
| AP Aging Detail As Of | CF-158 | AP Aging As Of provides a view of all the Vendor payments outstanding from a point in time, specified by the user [As Of Date]. The debt is aged into invoice days past due [Current, 1-30, 31-60, 61-90, 91-120, > 120]. |
| Vendor Master | CF-157 | The Vendor Master Data dashboard represents a collection of metrics which enable the user to monitor and analyze vendor data that is being added and updated in the system. |
| Employee Master | CF-156 | The Employee Master Data dashboard represents a collection of metrics which enable the user to monitor and analyze employee data that is being added and updated in the system. |
| Client Master | CF-155 | The Client Master Data dashboard represents a collection of metrics which enable the user to monitor and analyze client data that is being added and updated in the system. |
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