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Deltek Vantagepoint
Get more from Deltek Vantagepoint with tailored configuration, custom reports, Power BI analytics, and secure integrations across your stack.
Transform Your Projects With Deltek Vantagepoint
Deltek Vantagepoint simplifies project and financial management, giving you the tools to boost efficiency and gain real-time insights. Whether you’re a small team or a growing enterprise, our intuitive platform helps you manage projects seamlessly and make smarter decisions.
Deltek Vantagepoint Consulting
We optimise your Vantagepoint setup around how your business actually works — security, roles, workflows, screens, and KPIs — with upgrade‑safe practices and clear documentation.
Configuration & Process
Security roles, approvals, WBS, billing, revenue recognition, resource planning.
Training & Change
Role‑based enablement, sandbox UAT, knowledge base, admin handover.
Governance
Release management, regression testing, documentation standards, audit trails.
What Makes Deltek Vantagepoint Stand Out
- Streamline Your Project Management
- Efficient Project Tracking
- Seamless Financial Integration
- User-Friendly Interface
- Advanced Resource Management
- Actionable Insights
Custom Reports in Vantagepoint
From invoice templates and utilisation views to multi‑company profitability — we design and deliver pixel‑perfect reports with performance and security in mind.
01
Finance & Billing
Invoices, WIP, aged AR/AP, revenue/margin, DSO, cashflow.
02
Project & Operations
Backlog, ETC/EAC, budget vs actuals, profitability, risk flags.
03
Resource & Utilisation
Capacity & utilisation, timesheet compliance, leave planning.
Power BI Reports for Vantagepoint
We deliver an executive KPI suite and governed data model that blends Vantagepoint with CRM, HR, and finance data for real‑time decisioning.
- Executive cockpit (Revenue, Margin, WIP, DSO)
- Project profitability drilldowns
- Forecasting & budget vs actuals
- RLS by Project_ID and team
Integrate Vantagepoint with Your Stack
Reusable, documented connectors across CRM, HR/Payroll, Finance, Documents, and Data platforms — built for resilience, observability, and upgrades.
HubSpot · Dynamics 365 · Salesforce
Xero · NetSuite · MYOB · QuickBooks
Workday · BambooHR · Employment Hero
SharePoint · OneDrive · Autodesk BIM 360
Microsoft Fabric · Lakehouse · Synapse
Webhooks · Event‑based triggers · ETL jobs
Error handling · Logging · Monitoring
Security: Azure AD · OAuth2 · RLS
AI Workflow Automation with Power Automate
Streamline approvals, alerts, and data syncs. Example scenarios:
Auto‑create projects & WBS when CRM deals close
Timesheet/expense sync to finance & payroll
Automated invoicing & exception routing
Daily data refresh orchestration for BI
Project risk alerts & SLA notifications
Project risk alerts & SLA notifications
Consulting Deliverables
Configuration Pack
Roles, workflows, dashboards, documentation.
Custom Reports
Finance, project, resource & operations reporting.
Integration Blueprint
API catalogue, data flows, monitoring & support model.
Power BI Suites
Executive, Finance, Operations dashboards with RLS.
Automation Templates
Approvals, alerts, notifications, refresh schedules.
Adoption & Support
Training, knowledge base, hypercare plan.
Supercharge Your Project Outcomes
Seamless Integration for Better Efficiency
Deltek Vantagepoint integrates all aspects of project and financial management into one platform. This unified approach enhances efficiency by providing real-time insights and streamlining complex processes. Our solution helps you manage projects with precision, ensuring that every task and resource is aligned with your business objectives.
Intuitive Tools for Enhanced Productivity
Our user-friendly interface and advanced features are designed to improve productivity and ease of use. Deltek Vantagepoint offers intuitive tools that simplify project tracking and financial oversight. With customizable dashboards and comprehensive reporting, you can make informed decisions quickly and drive better project outcomes.
Discover Powerful Insights with Analytics
Provides powerful analytics and reporting tools to help you make data-driven decisions. Our platform offers deep insights into project performance and financial metrics, enabling you to identify trends, forecast outcomes, and optimize your strategies. With actionable data, you can enhance project management and drive business success.
Take Your Projects to the Next Level
Deltek Vantagepoint is designed to transform how you manage projects and finances, offering a comprehensive solution that enhances efficiency and delivers valuable insights. Experience the difference our platform can make for your business.
Creative Solutions
Let’s extend your Vantagepoint investment
Talk to us about consulting, custom reports, Power BI, and integrations.