Pre-Conference Workshops -

16 sessions

Ajera (AJ)

[PCW-01] Ajera Widgets and Dashboards: Enhancing Accounts Receivable Efficiency

This session focuses on leveraging Ajera widgets and dashboards to streamline your Accounts Receivable (AR) processes. This session will take you from the billing review process to receiving payments for invoices. Whether you’re an experienced Ajera user or just starting, this hands-on session will equip you with valuable skills.

Please note, workshops carry an additional fee of $595 for a 3-hour instructor-led hands-on session (attendees should bring their own computer). If you would like to add a PCW to your agenda, you can add to your order when you register. If you have already registered, please login to modify your registration or contact our Deltek ProjectCon support team.

ComputerEase (CE)

[PCW-04] Simplify and Automate your Job Cost Processes with ComputerEase

Are you looking to simplify and/or automate your job cost processes? If so, please join us for this session where we will take a deep dive into the central point of the ComputerEase program, The Job Costing Module. In this class, we will discuss the use of job templates, cost codes and types, options to record job budgets, the ability to revise budgets and ways to monitor and report on the progress of your project as well as the ability to automate processes through imports and exports.

Costpoint (CP)

[PCW-14] Bridging the Gap: Using Costpoint Extensibility to Integrate with Other Systems

This 3-hour class will show the possibilities of how Costpoint can be used to create integrations with other systems. Although extensibility is used for modifying the Costpoint User Interface, this workshop will focus on its integration capabilities. The class will start with a brief overview of extensibility, key points in integration planning, discussions with demonstrations of different types of integration projects, and how to maximize performance with best practices.

[PCW-17] Costpoint Planning: Project Budget Lifecycle

This 3-hour workshop will provide guidance through the Costpoint Planning Project Budgeting lifecycle. From creating a New Business Budget for a proposal to creating and maintaining the Project Budget through its lifecycle. The session will include hands-on activities throughout. Whether you are new to Planning Project Budgeting or want a refresh of the functionality, this session is for you. Pre-conference workshops carry an additional fee of $595 and will take place on Tuesday, November 12 from 9:00 a.m. - 12:00 p.m. To enroll, you can add a Pre-Conference Workshop to your order during registration. If you have already registered, you can login and choose "upgrade" to add a workshop.

[PCW-13] Navigating Success: Mastering the Project Lifecycle Journey in Costpoint

In this 3-hour workshop, we're putting Costpoint Projects and Planning front and center because they are key to project management success. From contract proposal to project closeout, we will give you the practical skills and insights needed to excel in these critical areas. Plus, we will review the Business Intelligence, Project Manager dashboard to boost your project proficiency even further.

[PCW-15] Reconciliations, Receivables, and Revenue: Reviewing & Resolving Complex Issues in Costpoint

In this session, you will explore three key areas of Costpoint: 1. Reconciliation of the Project Ledger to the General Ledger. 2. Resolution of Unbilled Receivable discrepancies. 3. Review of Revenue issues By the end of this session, you can use step-by-step checklists to research and resolve problems associated with Costpoint’s Project Ledger. Experience with Costpoint, basic familiarity with essential Project Reports such as PSR, Revenue Summary, and Unbilled Analysis Report is recommended.

[PCW-12] Year-End Mastery: Navigating Costpoint’s Closing Cycle with Ease

Learn more about Costpoint’s year-end procedures, including finalizing Accounts Payable 1099s, Payroll and W-2s, Leave, Projects, and General Ledger. Follow activities tailored to deepen your understanding of each process, transforming theoretical knowledge into practical mastery. Whether you are just starting with Costpoint’s year-end procedures or simply need to polish your skills, this class is your guide to clarity and is designed to empower you. Get ready to tackle year-end with confidence!

[PCW-16] Zero to 60 with Custom BI Dashboards in Costpoint

Ready to start using the Smart AI content from Deltek BI? We will walk you through the initial set up needed to use the out-of-the-box Deltek BI dashboards, how to schedule nightly refreshes of the data, how to customize the dashboards, and even how to create your own from scratch. Pre-conference workshops carry an additional fee of $595 and will take place on Tuesday, November 12 from 9:00 a.m. - 12:00 p.m. To enroll, you can add a Pre-Conference Workshop to your order during registration. If you have already registered, you can login and choose "upgrade" to add a workshop.

TIP Technologies (TIP)

[PCW-02] TIPQA Mastery: Tips & Tricks to Improve Your Quality Processes

This session focuses on common tips and tricks when using TIPQA to help you increase organization efficiency for quality assurance processes. We will walk through a variety of modules, discuss best practices, common issues, and review configurations and their impacts to your workflows. This class will be directed toward admin-minded users with new to intermediate-level experience with TIPQA.

Unionpoint (UP)

[PCW-03] Introduction to Automation with Unionpoint

Delve into Unionpoint to unlock the power of automation to revolutionize your data workflows! Whether you’re a seasoned developer or a business professional, a new Unionpoint customer, or if you’re simply curious about how Unionpoint can help your organization achieve its digital transformation goals; this workshop is designed to answer your questions and equip you with the foundational skills needed to create efficient, seamless integrations without the need for code.

Vantagepoint (VP)

[PCW-05] Deltek Vantagepoint: Explore the Project Lifecycle, from start to finish

Explore Deltek Vantagepoint's project lifecycle in this hands-on Workshop where you will create projects, use the Stage field to monitor a project progression through its lifecycle, explore how to input project details across various tabs, and enter fundamental plan data. You will also learn how to gain insights into your projects using Project Review and Project Reports to compare Planned/Budget vs. Actual. Then finally, explore the methods of closing out and completing your projects.

[PCW-10] Enhancing Business Development and Marketing Processes with Deltek Vantagepoint CRM Workflows

Join us for an interactive workshop designed specifically for professionals in the architecture, engineering, and construction (A/E/C) industries looking to enhance their CRM strategies with the powerful workflow tools of Vantagepoint. In this class you will dive deep into the capabilities of Deltek Vantagepoint, focusing on building and implementing user-defined and scheduled workflows to streamline your business development, marketing, and sales processes.

[PCW-06] Gaining efficiency through Invoice Approvals with digital invoice markup in Vantagepoint

This 3-hour pre-conference workshop is intended to improve billing efficiency by streamlining and improving your internal billing process. The goal is to help in generating more accurate invoices and improved communications through the use of digital invoice markup when using invoice approvals.

[PCW-07] Implementing Effective Workflows in Vantagepoint

In this pre-conference workshop you will discover how to better streamline your internal processes by learning the basic fundamentals of how to create Vantagepoint Workflow events and actions within your database. This can include such actions as performing calculations, updating fields, sending notifications, and many more. Not covered SQL queries, stored procedures, web services, and API’s.

[PCW-11] Project Performance Management for Project Managers in Vantagepoint (Intermediate Level)

Dive into the critical aspects of managing projects effectively within Vantagepoint. You will cover key topics such as Budget Capture and Management, Contract Management, Project Planning, Reporting, and Dashboards. This workshop is ideal for Project Managers, Project Accountants, and anyone interested in enhancing their project management skills. By the end of this session, you will have gained valuable insights and practical skills that you can immediately apply to your own projects.

[PCW-08] Uncover Hidden Insights: Intro to Dashboards & Analytics in Vantagepoint

Unleash the power of data! Gain in-demand business analytics and dashboard design skills in our interactive Deltek Vantagepoint workshop. Through hands-on practice and expert guidance, you'll learn to create impactful dashboards that translate data into actionable insights, driving informed, data-driven decisions.