A project-based ERP system for professional firms

About Deltek Vantagepoint

Deltek Vantagepoint keeps professional service firms on top of problems that can derail your success and facilitates better decision-making by delivering mission critical information to your desktop at the click of a mouse. Visualization, Dashboards and award-winning reports are a few of the many ways that Deltek Vantagepoint provides the information you need to effectively and efficiently manage your business.

This product has replaced Deltek Vision. Deltek Vision will continue to be maintained but most Vision customers will be migrated to the cloud or to Vantagepoint.

Deltek Vantagepoint Benefits

  • Improve Business Performance - Deltek Vantagepoint keeps your management team on top of problems that can derail your success and facilitates better decision-making by delivering mission critical information to their desktop at the click of a mouse with Visualization, Dashboards and award-winning Reports.
  • Streamline Your Operations and Execution - From Resource and Project management, to Financial and Project Accounting, Time and Expense Management, through Client Billing, Purchasing, Payroll Document Management and Mobile Applications, Deltek Vantagepoint delivers comprehensive, integrated capabilities to help firms like yours efficiently track and manage your business.
  • Win More Business To win more business and drive future growth, you need clear insight into which potential projects represent the best opportunities for your firm. Marketing and sales investments need to be made based on an accurate cost/benefit analysis. Deltek Vantagepoint includes everything you need like CRM, Services Estimating and Proposal Automation to easily identify and manage opportunities, leverage critical client information to develop targeted marketing/sales programs and quickly generate proposals.

Deltek Vantagepoint Features

The features and functionalities of Deltek Vantagepoint include:

Accounts Payable

See the information on Financial and Project Accounting

Accounts Receivable

See the information on Financial and Project Accounting


The financial health of your firm relies on timely and accurate billing. Vantagepoint Billing supports complex and diverse billing requirements, including time and materials, fee-based and percent-complete billing. Designed for the unique billing requirements of project-based firms, it automatically captures every billable labor and expense transaction, applies rate tables and employee overrides, calculates fees, handles multiple currencies, generates draft and final invoices using the templates and formats of your choice, and manages write-offs and adjustments. Deltek Vantagepoint’s Billing module automates the end-to-end billing process, improves efficiencies, and helps you maintain a positive cash flow.

Customer Relationship Management

Deltek Vantagepoint Customer Relationship Management (CRM) automates the entire lead-to-execution project life cycle by encompassing all of the tools you need to win new business and strengthen existing relationships. Automate client and contact management, opportunity tracking, marketing campaign management, business development and activity management. Integrate with Microsoft Outlook and Lotus Notes to facilitate more collaboration throughout the organization. With a single central source of information accessible to everyone in your firm, you are empowering your team to fully leverage their collective knowledge.

Part of winning new business is ensuring that the project and services estimates that you produce are based on a sound analysis of the costs and the margins you are trying to achieve. In addition, managers need a tool to quickly produce accurate estimates and then turn those estimates into active plans once the work had been secured. Deltek Vantagepoint’s Services Estimating capabilities simplify labor and expense estimating by automatically calculating project costs and margins. Integrated with Deltek Vantagepoint’s Resource Planning module, approved service estimates are seamlessly converted into an active project plan, thereby reducing input error and improving overall efficiencies.

Document Management

Meet the challenge of effective collaboration regardless of where team members are located. Deltek Vantagepoint Document Management fosters information sharing by providing a single Web-based document collaboration platform for your team to share. Team members from around the firm and around the world can upload, share, review and edit documents from within Vantagepoint using a Web browser. In addition, give purpose and meaning for each document by associating each with clients, projects, employees and opportunities providing a total knowledge management solution.

Financial and Project Accounting

Managing financial performance by project is critical for professional services firms. Deltek Vantagepoint integrates project control with the general ledger so you can track profitability in real-time and identify problems as they arise. Vantagepoint includes a complete set of business finance tools, including general ledger, accounts payable, accounts receivable, purchasing with inventory, revenue recognition, overhead allocation, multi-company and multi currency support and project and financial reporting. Deltek Vantagepoint Financial and Project Accounting is seamlessly integrated with all Vantagepoint modules, ensuring that costs are shared automatically, while maintaining a comprehensive audit trail.

Mobile Applications

A firm’s resources are its most valuable as well as its costliest assets. Anything impacting the efficiency of a billable resource directly affects the firm’s revenue. Delivering the tools to increase efficiencies and improve business processes drives a firm’s growth and profitability.

Providing anytime, anywhere access, Deltek Vantagepoint’s new Mobile Applications Suite enables users to enter timesheet and expense reports and access Vantagepoint CRM data from mobile devices and laptops whether connected or disconnected from the Deltek Vantagepoint database.

Deltek’s Mobile Applications Suite improves employee productivity, streamlines the billing process and improves a firm’s cash flow by facilitating the accurate and timely collection of project-related costs as they occur.


The Vantagepoint Multi currency module allows you to transact business in any number of global currencies, while maintaining core financial records in a single functional currency It is designed to meet the accounting, project control, project planning, resource management and CRM needs of any enterprise that uses multiple currencies - from a complex global enterprise that has daily transactions, to a single company that occasionally does business in foreign currencies.


Deltek Vantagepoint Payroll simplifies every aspect of the payroll process. It increases accuracy, provides flexible payroll processing, generates payroll runs automatically and provides a full range of detailed reports. Payroll is integrated with the other Vantagepoint modules, providing smooth and accurate information flows throughout the financial management system.

Support for direct deposit of payroll checks improves process efficiency for direct-deposit resources. The payroll and check processing in Deltek Vantagepoint offer the ability to export AP checks and payroll data for printing via a service bureau outside of Deltek Vantagepoint. The Payroll Data Export report enables firms to export payroll data into various data formats to verify accuracy and reduce paper waste before final transmission to third party check processing vendors.

Project Connect

Vantagepoint Project Connect provides the benefits of organization-wide resource management and choice for project manager’s. The solution offers fast and easy bi-directional integration between Deltek Vantagepoint and Microsoft Project; ready to use workflows, integration processes and data mappings based on best practice and real-world scenarios; a seamless environment that allows the strengths of each tool to be leveraged; ability to share Vantagepoint information with either Microsoft Project desktop or Microsoft Project Server.

With Vantagepoint Project Connect, it doesn’t matter which tool your firm uses to manage a specific project. Whether you manage one or all of your plans in Microsoft Project, superior firm-wide resource management can be conducted with Vantagepoint Project Connect.

Proposal Automation

Empower your marketing and sales teams to efficiently produce custom proposals, RFP responses and government proposals that stand out from the competition. Ensure your proposals contain the most recent and relevant information by giving employees access to a central source of company boilerplates, metrics, resumes and more. Integration with Microsoft Word and desktop publishing systems ensures that proposals are delivered in a graphical style that reflects your firm’s brand. With Vantagepoint Proposal Automation, you are focused on perfecting a winning image rather than spending valuable time searching through dated and irrelevant material.


Deltek Vantagepoint Purchasing manages your firm’s entire requisition, purchasing and receiving cycle - no matter how simple or sophisticated - while maintaining full integration with Financial and Project Accounting and Resource and Project Management modules. It supports the creation and tracking of purchase orders for materials, supplies, capital items and services for both project-related and in-house needs. Ensure that all purchases are tracked accurately and efficiently with built-in workflow and approval features.

Vantagepoint Purchasing manages your firm’s entire purchasing cycle - simple or sophisticated - while maintaining integration with Financial and Project Accounting and Resource and Project Management modules. It supports the creation and tracking of purchase orders for materials, supplies, capital items and services for both project-related and in-house needs. And by using Vantagepoint’s built-in workflow and approval features, all purchases can be tracked accurately and efficiently.

For Vantagepoint clients that also sell product (e.g., hardware or software), Vantagepoint Purchasing includes a feature set for managing inventory. It will track inventory on hand by location, calculate average product cost and will automatically create a purchase order when quantities reach a specified level. When an inventory item is sold, it automates the assignment of units, client charge and cost to the project.

Resource and Project Management

Make sure the right people are on the right projects at the right time. Automate scheduling, resource allocation, budgeting and forecasting to help project managers and resource planners determine whether proposed fees are accurate, appropriate staff is available and allocated effectively, and projects come in on time and on budget. Timesheet entries and expense reports feed actual costs back into the project plan for an accurate rolling forecast that managers can use to make faster, more informed decisions and ensure projects stay on track.

Time & Expense Management

Speed up and increase the accuracy of the time collection process through an intuitive interface that is always accessible to employees. Integrated with Vantagepoint Billing, Resource Planning and Project Management, and Client Relationship Management modules, Vantagepoint Time and Expense Management provides real-time visibility into costs that impact your projects and profitability. Ensure that hours and expenses collected are immediately accessible throughout the system and eliminate redundant data entry that leads to errors and omissions. With Time and Expense Management, you are giving managers a true picture of project labor hours and quickly invoicing clients for improved cash flow.

Vantagepoint Performance Management

Vantagepoint Performance Management offers your project-focused organization a powerful business intelligence tool to help you turn critical business data into knowledge. Empower your company to move beyond financial reporting to a more comprehensive view of strategic and operational indicators.

Five pre-configured, role-based dashboards are included with Vantagepoint Performance Management. These secure dashboards allow critical information to be distributed and shared; giving your management team and staff the ability to collaborate and make key decisions based on real-time business performance metrics.

  • Executive Dashboard - Designed to provide an enterprise-wide view of overall company health.
  • Principal Dashboard - Designed for individuals who are responsible for a group of project managers and for the successful delivery of a group of projects.
  • Organization Leader Dashboard - Designed for those in leadership roles who are responsible for people, projects and financial performance of their organization.
  • Project Manager Dashboard - Focused around individual projects and the performance of a project manager’s portfolio.
  • Finance Dashboard - Designed to provide a visual view of an income statement or balance sheet with filters by organization, type of account and year - making is easier to compare trends over time and complete comparison analyses of spending to revenue.


Visualization is a powerful management tool that empowers businesses to take control of their data and quickly turn it into actionable information. A mission-critical technology in the financial services marketplace for many years, Deltek has harnessed the power of Visualization for the project-focused organization, enabling project-focused professional services firms to instantly discover trends and opportunities across their entire project portfolio.

Visualization provides executive and project managers a simple display that depicts mission-critical information about a firm’s entire business - including project performance, status, trends and risks - using color and shapes to alert viewers of any performance issues at a glance, and allowing them to focus on the most critical issues.

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Product Overview

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User Reviews of Deltek Vantagepoint

Submitted on November 14th, 2017 by Peter

Upgraded from previous version. Been using Deltek for 15 years now. It does everything we need.

The Good…

It’s very user-friendly and it’s easy to put in. We mainly use it for time-sheet work and accounting so we can track expenses on 50 or so projects a year that we have to separate expenses and revenues. We do not use it for invoicing. We have some Macros we use that allows to import data from another system.

The Bad…


Submitted on February 19th, 2014 by Anonymous

Very good from a time recording standpoint it has a lot of useful features and functions.

The Good…

The reporting is very flexible.

The Bad…

It is slightly sub par on the financial accounting capabilities of the software.