Deltek Vantagepoint is a powerful platform, but its very strength can also be its challenge. With each update, new features and efficiencies are added, yet many organizations never fully tap into them. Leaders often find themselves wondering, “Are we really getting the most out of our investment?”
If you’ve ever felt overwhelmed trying to keep up with all of the updates, you’re not alone. Between conference announcements, new features, and quarterly rollouts, it’s easy to miss time-saving tricks that could make your day-to-day work easier.
We’ve gathered some of our favorite “tricks and treats” to help you simplify your workflows and make Vantagepoint work harder for you.
5 Tips for Staying Ahead in a Constantly Evolving System
1. Leverage Dashboards for On-Demand Visibility
High-performing organizations don’t wait for end-of-month reports to make decisions. With dashboards, you can deliver real-time visibility into company health — whether it’s tracking cash trends or surfacing KPIs for leadership. A simple Cash Management Trend Analysis dashboard can compare Accounts Receivable, Accounts Payable, and cash flow month by month, giving you immediate insight into your financial standing.
2. Use Bulk Updates to Eliminate Repetitive Work
Manual updates across multiple records not only consume time but also increase the risk of errors. Bulk updates allow you to quickly update dozens of records with the same information all at once — from updating employee supervisors to adjusting firm markets. What used to take hours now takes minutes, freeing your team to focus on higher-value work.
3. Standardize Success with Project Templates
Consistency is a cornerstone of project excellence. By creating and reusing templates with pre-defined work breakdown structures (WBS), you ensure that new projects start off on a solid footing. This speeds up project setup while reinforcing best practices across the organization.
4. Embrace AI Assistance with Ask Dela(™)
Artificial intelligence isn’t just a buzzword — it’s changing how we interact with our systems. Deltek’s AI assistant, Dela(™), makes data more accessible and actionable. From summarizing Hub records to drafting messaging or setting reminders, Dela(™) transforms Vantagepoint into a more intuitive, proactive tool.
5. Personalize Your Preferences for Maximum Efficiency
Every professional works differently. Vantagepoint’s personalization features allow you to tailor the system to your preferences — adjusting date and number formats, saving favorite menu items, and defining your default landing page. Small changes like these reduce friction and make the system feel like it was built for you.
Turning These Tricks into Long-Term Value
The features we are highlighting represent more than shortcuts; they are opportunities to align your people, processes, and technology. When fully utilized, they unlock greater efficiency and stronger returns on your Deltek investment.
At Entegra, we specialize in helping firms take these capabilities further with customized training, process optimization, and system administration expertise. If you’re ready to get more out of Deltek Vantagepoint, let us be your trusted partner. Contact us today to learn how we can help your team save time, reduce risk, and unlock the full power of your software.
WILL WE SEE YOU THERE? Join us at Deltek ProjectCon 2025 (November 10–12, 2025, in Denver, CO). We’re sponsoring a booth in the XPO hall and a session on the importance of a qualified Deltek System Administrator, as well as how this role can reinvigorate your entire Deltek ecosystem. Look for session #VPSPON-04 titled, “System Administrator: A Key to Your Vantagepoint Success” and register today.