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Improving your Client Budgeting and Tracking in Deltek Vision

Improving your Client Budgeting and Tracking in Deltek Vision There’s a few thing client managers and executives want to look and track with regards to client budgeting and then tracking performance of budget. Obviously you need a place to enter…

Do More with Vision April 21, 2014 Budgeting, Grids, Sales, Workflows No Comments Read more

Classifying Sales data by month

  In the article Improving your Client Budgeting and Tracking the budgeting data is entered by month, so it only makes sense that the actual sales be entered by month as well. So in this example new Sales will be…

Do More with Vision April 15, 2014 Column Change Workflow, Grids, Sales, SQL No Comments Read more
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