Deltek Vantagepoint Consulting Services

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
What Makes Deltek Vantagepoint Stand Out

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
Power BI Reports for Deltek Vantagepoint

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.

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Deltek ERP Consulting & Support

Let’s extend your Vantagepoint investment

Talk to us about consulting, custom reports, Power BI, and integrations.