Deltek Live Training Events

Connect with us at an upcoming Deltek product training event.

EVENTS IN 2022




Best Practices Workshops


The Best Practices Workshops are a series of live learning sessions led by Deltek Global Consulting experts. These workshops focus on product-specific topics to help you get the most out of your Deltek solution. You’ll deep dive on feature functionality to maximize and optimize your product usage to set your organization up for long term success.


Deltek Ajera Project Management Workshop
December 6, 8, 13, 15
Jane Williamson

Let our global consulting team show you how to apply project management best practices by leveraging Ajera tools and reporting.

Topics Covered
What effective project managers do Project Maintenance
Tour of the Project Command Center Project Closeout
Project Templates Paperless Billing Review
Business Development Security Roles Review
Project Budgeting Methods & Techniques Reports & Views
Create a Project Template Custom Fields
From a pursuit to a project Dashboards & Widgets
Resource Allocation & Schedule Manager
Register Now
Deltek Vantagepoint CRM Reports Workshop
December 6
Kyle Briegel

CRM Reports are all about getting the data out of your database and presenting it to your team in ways that allow them to easily digest and analyze the data. During this session, we’ll explore the standard CRM Reports, from creating and saving favorite reports for active pursuit lists to forecasts of potential revenue/pipeline and hit rate reporting. We will also explore how you can configure these reports, giving your team the data they need to see, when they need it.

Register Now

Events Coming in 2023




Deltek Vantagepoint Customer Assistance Program (CAP)


The CAP will last 8 weeks and provide all the necessary guidance to ensure a successful upgrade to Vantagepoint.


There is NO COST associated with the CAP.

All meetings are held from:
9:30 AM - 11:30 AM Central Time
10:30 AM - 12:30 PM Eastern Time

All meetings are recorded and available to be viewed any time after the meeting has ended.

There are no limits on participants that can join from your company to attend.
Take advantage of the live Q&A.


Topics covered in the CAP Session 14 Kickoff and check-in meetings will be as follows:

Week 1
Kickoff Meeting
Week 2
Check-ins
Week 3
Check-ins
Week 4
Check-ins
Week 5
Check-in
Week 6
Check-in
Week 7
Check-in
Week 8
Check-in
Wednesday January 25, 2023
CAP session 14 Kickoff
Tuesday, January 31, 2023
Upgrade Considerations, Release Notes, FAQs, Checklists
Tuesday February 7, 2023
Hey Deltek, Navigation, Reporting & Search,
Tuesday February 14, 2023
The Projects Hub - Consolidation of Projects and Opportunities
Wednesday February 22, 2023
Accounting, Billing, Payroll, and Firms
Wednesday March 1, 2023
CRM & Proposals
Wednesday March 8, 2023
Best Practices in Dashboards
Wednesday March 15, 2023
Purchasing, Time, Expense and Approvals
Thursday February 2, 2023
What to expect when your instance is upgraded
Thursday February 9, 2023
Screen Designer, User Defined Components, Workflow and Security
Thursday February 16, 2023
Resource Planning


Deltek University Live: Vision to Vantagepoint Crosswalk Classes


If you are a Vision customer who is ready to upgrade to Vantagepoint, look out for an invitation to attend our live Vision to Vantagepoint Crosswalk classes.

All classes are free of charge and exclusively available to Vision customers who have begun planning for
(or are currently going through) their upgrade to Vantagepoint.

In order to attend the classes, it is required that you have your own Vantagepoint preview system as this is essential for getting the most out of the interactive activities. Vision customers who meet the criteria will receive an email invitation with class dates and times. Depending on attendance and demand for the classes, more dates may be opened up to general availability in the future.

For questions, please email workshops@dlz.deltek.com



Below are the dates for the 2023 classes. The Vision to Vantagepoint Crosswalk classes for January will be open registration in December (after Deltek ProjectCon). You will be able to register for the classes on this page once registration is open.

Date Class
January 18, 2023 Crosswalk from Vision to Vantagepoint: Navigation, Searches & Hey Deltek
January 25, 2023 Crosswalk from Vision to Vantagepoint: Info Centers to Hubs
February 1, 2023 Crosswalk from Vision to Vantagepoint: Reporting
February 8, 2023 Crosswalk from Vision to Vantagepoint: Timesheets
February 15, 2023 Crosswalk from Vision to Vantagepoint: Expense

Stay tuned for new announcements and more learning opportunities that will be offered in 2023.