2021 Deltek Learning Zone Live for
Vantagepoint, Vision, Ajera and Costpoint Users

Dates:
October 20th for Vantagepoint, Vision and Ajera
October 21st for Costpoint

Join Us for a 1-day Virtual Live Learning Experience Designed for Hands-on Instruction for Costpoint, Vision, Vantagepoint and Ajera Users

The Deltek Learning Zone Virtual Live sessions are a 1-day fully immersive learning experience designed to give users a focused learning environment to deepen and broaden their product skills and knowledge.

Event highlights include:

  • Hands-on practice using Deltek’s Learning Lab training environment
  • Access to our experienced instructors and their real-world insights
  • Customized learning experience across multiple content areas
  • A fun, interactive map with access to all our your sessions in one place
  • Full-day discounts will be available for registration during Virtual Insight, so visit our XPO Hall

COST: $595 for full-day or $300 for half-day

Cancellations will be refunded, minus a $100 processing fee per registration. Please send cancellations on or before the following dates:

  • October 5, 2021 for the October 20th classes
  • October 6, 2021 for October 21st classes

No refunds will be given for any event cancellations received after these dates.

Email questions or event cancellations to: DeltekUniversity@dlz.deltek.com

Speakers

Mason Holloway

Mason Holloway
Vice President, Deltek University

Tim Trail

Timothy Trail
Customer Success Manager, Deltek University

Instructor List

JC Barnhart has been part of the Deltek University team as a subject matter expert and instructor on Vantagepoint for the last 3 years. Prior to his work in DU he was on the Maconomy support team for 2 years and the Vision support team for over 9 years. Before joining the Vision team he worked on the Sema4 application support team. In 2003 he graduated from the University of Oregon business school with a degree in Accounting and since then he has been working at Deltek.
Marlaina Mandeville has been with Deltek since 2007. She is currently a Principal Instructor with Deltek University and was previously a Principal Customer Care Analyst with the Deltek Customer Care team. She holds a degree in Computer Information Systems and has a combined total of 22 years’ experience in the Accounting Software industry. Her experience includes On-site implementation, Quality Control, Documentation, Training and Customer Care/Support. Her areas of expertise include Deltek Vision/Vantagepoint Time, Expense, Payroll and Billing. Prior to Deltek, Marlaina worked for a couple of smaller software companies, an Internet Marketing Company and a Pharmaceutical manufacturer. Outside of work she enjoys travelling abroad, camping, hiking and bicycling with her husband and son.
Damon Shratter is currently a Deltek University Sr. Curriculum Manager for Ajera and Vision and a certified Sr. Instructor for Ajera with extensive experience and skills in Training and Development. Damon works in Deltek’s Portland, OR office. He has been responsible for Customer Support, new hire training and client training on various Ajera topics. Prior to coming to Deltek, Damon has been a teacher at the Secondary and Post-Secondary levels, a trainer at various corporations as well as an instructor in the Army as an adjunct faculty member for the National Cryptologic School. Damon has a B.S. in Biology/Chemistry, a B.S. in Secondary Education and an M.A. in Education from the University of Alabama at Birmingham.
Rich Hardin brings extensive experience as an expert for big data analytics applied to government and commercial businesses. He currently contributes to the Association for Analytics and Data Science Methods, Huntsville Chapter, and is a thought leader in analytics and the study of data science. Rich has been leading data analytics research and consulting for 15 years, with wide-ranging experience in fields that include scholastic, government, commercial and medical. He is currently leading several Data Science and AI implementations across various platforms. Rich is working on his doctorate in Data Analytics and serving as the BI architect and Data Scientist for VSE Corp, a diverse government contractor based in Alexandria Virginia. Before joining VSE, he served as the Senior Principal BI Consultant for Deltek Inc. serving a variety of federal contractors at home and abroad. Before that, he worked with several local companies in the Huntsville area where he attended university.
Valerie is currently a Deltek University Costpoint SME/Instructor, serving previously at Deltek as a SR A&F Costpoint Consultant. Valerie has over 10 years of experience in all phases of design and implementation of accounting and financial management applications, to include SAP and Costpoint.  Valerie has worked for both domestic and global clients within Government Contracting. Her areas of expertise include the Costpoint product line (Accounting & Finance) and portions of Deltek Time & Expense. Valerie is skilled at application troubleshooting and has a strong background in delivering end-user training, and preparing overall organization for system deployment.  Prior to Deltek, Valerie worked as a Costpoint System Administrator and overall system user for a small Government Contractor. She has a BS in Business Administration with a concentration in Marketing from Christopher Newport University. She resides in Fredericksburg, VA with her husband, daughter, son  and puppy.

Agenda

October 20, 2021 - Professional Services (Vantagepoint, Vision, Ajera)

11:00am-11:30am EST General Session-Morning
11:45am-12:00pm EST Connect to Cloudshare Environment
12:00pm-3:00pm EST Session 1 (Includes Breaks and Activities)
3:00pm-3:30pm EST Lunch/Afternoon Break
3:30pm-4:00pm EST General Session-Afternoon
4:15pm-4:30pm EST Connect to Cloudshare Environment
4:30pm-7:30pm EST Session 2 (Includes Breaks and Activities)
Track Name Time Session Titles Instructor Duration Description
General Session 11:00am - 11:30am EST Welcome to Customer Enablement's DLZ Live Event Mason Holloway 30 minutes
Vantagepoint 12:00pm - 3:00pm EST Increase Visibility with Improved Vantagepoint Dashboards JC Barnhart 3 hours
View Description
Learn how to utilize new Dashboard Designer functionality in Deltek Vantagepoint to improve visibility and monitor key performance indicators through the use of tables and charts. In this class we will cover creating tables and charts based on transactional information relating to employees, projects, and account information.
Vision 12:00pm - 3:00pm EST Crosswalk from Vision to Vantagepoint: Navigation, Searches, Reports and Transaction Center Marlaina Mandeville 3 hours
View Description
This interactive 3 hour Hands-On Vision to Vantagepoint Crosswalk Workshop will help Vision users to translate some of the most common and widely used features in Vision and become familiar with where these features are located in Vantagepoint and how to use these features in Vantagepoint. The instructor will guide the participants in creating Saved Lookups and Searches in Vantagepoint, using those saved searches on Reports and running a variety of reports in Vantagepoint using saved searches as well as creating new Lookups. In addition, the Instructor will discuss the Transaction Center and will guide participants in a variety of hands-on activities in a supplied sandbox environment to highlight the differences between Vision and Vantagepoint and to enforce the topics discussed.

Topics Include:
  • Navigation and finding your way around Vantagepoint
  • Standard and Advanced Searches
  • Creating Saved Searches
  • Using Saved Searches on Reports
  • Running Reports in Vantagepoint
  • Transaction Center:
    • Transaction Entry
    • Transaction Lists
    • Posting
A general understanding of the use of these functions in Vision a pre-requisite for this session.
Ajera 12:00pm - 3:00pm EST Get the Right People on the Right Projects with Ajera Resource Budgeting Damon Shratter 3 hours
View Description
This interactive 3-hour session will discuss how to use your Work breakdown Structure (WBS) and Resource Budgeting to accurately reflect your Projects in Ajera. This session will include demonstrations and hands-on activities in a supplied sandbox environment to enforce the topics.

Topics Include:
  • Setup your WBS to match the needs of the Project
  • Add Resource Budgeting to your Projects Standard and Advanced Searches
    • By Activity Type
    • By Resource Type
    • By Specific Resource
  • Using Commitment Management to control Expense and Consulting costs
A general understanding of Company Preferences, the Project Command Center and Activity Types is a pre-requisite for this session.
General Session 3:30pm - 4:00pm EST Walkthrough and Q&A with Our DLZ Expert Tim Trail 30 minutes
Vantagepoint 4:30pm - 7:30pm EST Implementing Effective Workflows in Vantagepoint JC Barnhart 3 hours
View Description
Learn how to create Scheduled and User initiated Workflows to aid in automating your business process. This class will cover creating workflows that will enforce data quality accountability through the use of alerts, emails, field requirements by utilizing the various tools available through Workflows.
Vision 4:30pm - 7:30pm EST Crosswalk from Vision to Vantagepoint: Info Centers to Hubs, Screen Designer and User Defined Fields Marlaina Mandeville 3 hours
View Description
This interactive 3 hour Hands-On Vision to Vantagepoint Crosswalk Workshop will help Vision users understand the migration from Info Centers to Hubs, including the merging of several Info Centers (Projects & Opportunities, Vendors & Clients). In addition, the Instructor will discuss the new location of Screen Designer and User Defined Fields and will guide participants through a variety of hands-on activities in a supplied sandbox environment to enforce the topics discussed.

Topics Include:
  • Info Center to Hubs Overview
  • Clients and Vendors
  • Projects and Opportunities
  • Screen Designer
  • User Defined Fields
A general understanding of the use of these applications and features in Vision is a pre-requisite for this session.
Ajera 4:30pm - 7:30pm EST Using Parent/Child Relationships to Get the Most out of Widgets in Ajera Damon Shratter 3 hours
View Description
This interactive 3-hour session will discuss how to use Parent/Child Relationships in Widgets to provide valuable insights into your company’s operations. This session will include demonstrations and hands-on activities in a supplied sandbox environment to build a Tab that starts with a list of Projects and drills down through invoices for those projects to the transactions contained on those invoices along with a 4-quarter project snapshot.

Topics Include:
  • Creating Widgets Overview
  • Parent/Child Table widgets
  • Parent/Child Table and Chart Widgets
  • Combining Table and Chart widgets to create a complete picture on the same Tab
A general understanding of Widgets and the concepts of Primary and Foreign Keys in the Ajera database is a pre-requisite for this session.

Click Here to Register





Agenda

October 21, 2021 - Government Contracting

8:00am-8:30am EST General Session-Morning
8:45am-9:00am EST Connect to Cloudshare Environment
9:00am-12:00pm EST Session 1 (Includes Breaks and Activities)
12:00pm-12:30pm EST Lunch/Afternoon Break
12:30pm-1:00pm EST General Session-Afternoon
1:15pm-1:30pm EST Connect to Cloudshare Environment
1:30pm-4:30pm EST Session 2 (Includes Breaks and Activities)
Track Name Time Session Titles Instructor Duration Description
General Session 8:00am - 8:30am EST Welcome to Customer Enablement's DLZ Live Event Mason Holloway 30 minutes
Costpoint 9:00am - 12:00pm EST The Transformative Power of Costpoint BI: Turn Your Data into Knowledge Rich Hardin 3 hours
View Description
Looking for your data? Not sure where in the framework you need to go? Have you asked the question “Where can I find the specific data I need in relation to the Costpoint screen I am looking at?” Fear not, as we dive into the world of metadata and where to find exactly what you are looking for without having to know the entire database structure.
Costpoint 9:00am - 12:00pm EST Costpoint Interfaces: Simplifying the Import Process Valerie Danielson 3 hours
View Description
Join this DLZ Live workshop to explore best practices on how to simplify the data entry process by utilizing the Import functionality within Costpoint Interfaces. During this course you will access, create, and execute Import files for Projects, Journal Entries, and AP Vouchers. The activities throughout this workshop are geared to reinforce the Import functionality and understand how to troubleshoot them as well.
General Session 12:30pm - 1:00pm EST Walkthrough and Q&A with Our DLZ Expert Tim Trail 30 minutes
Costpoint 1:30pm - 4:30pm EST Get the Biggest Bang for Your Buck with Costpoint BI Executive Dashboards Rich Hardin 3 hours
View Description
Learn how to create your own dashboards with advanced visualizations and interactivity with the newest release of Costpoint Enterprise Reporting. The items that previously took hours to build, now take mere minutes. Now, there is no need to be a BI architect, instead, a simple question can start your path to meaningful visualizations.

Click Here to Register