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.
Now offering registration for half-day sessions for all tracks.
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
COST: $595 for full-day or $300 for half-day per person
Cancellations will be refunded, minus a $100 processing fee per registration. Please send cancellations on or before the following dates:
- October 25, 2021 for the November 9th classes
- November 2, 2021 for November 17th classes
No refunds will be given for any event cancellations received after these dates.
Email questions or event cancellations to: DeltekUniversity@dlz.deltek.com
Any Questions? EmailDeltekUniversity@dlz.deltek.com
Speakers
Mason Holloway
Vice President, Deltek University
Timothy Trail
Customer Success Manager, Deltek University
Instructor List
& Ajera Consulting, with Stambaugh Ness
Val assists clients with assessing workflows and finding efficiencies with their ERP systems. Val specializes in assisting clients with Project Management training and leveraging the tools and processes to optimize delivery and profits.
Professional Highlights:
- PSMJ Thrive Presenter
- Deltek Insight Presenter
- Ajera Users Association Presenter
- Deltek Ajera Project Management Workshops
- Deltek Ajera Financial Excellence Workshops
- Deltek Ajera Consultant
Connie has over 20 years experience in the A/E space and brings a passion for assisting with all things Project to each of her Clients/Engagements.
Professional Highlights:
- Long term Ajera User in an AZ Architectural firm
- Project Management Training Experience
- A gift for helping PMs understand the Financial aspect of Project Management
Agenda
Tuesday, November 9, 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:
|
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:
|
Ajera | 12:00pm - 3:00pm EST | Developing a Project Management Training Plan for Success | Valerie Higgins | 3 hours | View Description This interactive 3-Hour session we will take a deep dive into strategy and process required to develop and execute an Ajera PM Training plan. Full day workshops? They sound great but can be information overload for your team. The key to success is building out the training implementation plan. Our team of Ajera PM training experts will share our experience and tips to implement successful training for adoption of Ajera PM tools by your team. Topics Include:
|
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:
|
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:
|
Ajera | 4:30pm - 7:30pm EST | How to Make Your Project Management Manageable | Connie Haakinson | 3 hours | View Description This interactive 3-hour session will clearly demonstrate the value and use of PM tools from inception to completion of project. Curriculum will include "how to" training and reporting for: Business Development Reporting, Lifecycle Reporting, KPIs, Projections, Scheduling, and Project Performance Reporting. Topics Include:
|
Agenda
Wednesday, November 17, 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. |