Vision Master Certification Exam
The Deltek Professional Vision Master Certification validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Vision Master Certification exam has demonstrated proficiency within multiple areas of Deltek Vision. To receive Deltek Vision Master Certification, you must pass the knowledge based exam.
About the Deltek University Vision Master Certification
The Deltek University Vision Certification Program provides an opportunity for Deltek clients, partners and employees to enhance their current Vision system knowledge, and use Deltek tools to allow them to grow their skills and remain competitive in the workforce.
The Deltek Professional Vision Master Certification Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Professional Certification.
What does the Certification Mean?
A candidate who passes the Deltek Vision Master Certification exam has demonstrated proficiency within multiple areas of Deltek Vision. To receive Deltek Vision Certification, you must pass the knowledge based exam.
Benefits to individuals include:
- Improved use of current systems
- Valuable experience and confidence
- Proof of skills and differentiator employers are looking for in the hiring process
Benefits to employers include:
- Better return on system investment and employee satisfaction
- Process improvements and efficiency
- Ability to identify qualified employment candidates and ensure their users have a certain level of knowledge
Preparing for the Exams
Training is not required to be certified. Passing the exams confirms you have practical application knowledge required to be a Deltek Vision Certified User.
This is a 150 question exam comprised of multiple choice questions to test your knowledge of Vision, with a focus on the complete Vision product suite. This exam is randomly generated and provided via the Deltek Learning Zone.
No written or online reference materials may be used during the exam.
The exams are taken online via the Deltek Learning Zone. Access to the exam is included for all users who have a subscription to use the Deltek Learning Zone. The exam must be completed in a single session of up to 120 minutes, with up to two attempts to successfully pass the exam.
Terms and Conditions
Following the purchase (if applicable) and launch of the exam, you must read and accept the Deltek Certification Program Terms and Conditions.
Maintaining Deltek Vision Certification
Certification will be valid for up to 2-years and can be renewed by passing the New Release exam. The exam will be available at least 90-days following the release of new Vision training series by Deltek.
Recommended Training or Background
All questions in the exam are tied to training series found on the DLZ; this includes all training types, such as, Virtual Live Classes (VLC), Recorded Sessions (RS), Self-Paced Learning (SPL), Click Guides (CG), Infographics (IF), and Quick Reference Guides (QRG). The following series are recommended. Go to the Deltek Learning Zone (Deltek.com\Learn) for more information on the certification program, Vision courses, and how to register.
- Vision Accounting and Accounts Payable Processing Series
- Vision CRM Series
- Vision Billing Processing Series
- Vision Time Processing Series
- Vision Expense Series
- Vision Project Planning and Resource Management Series
- Vision Standard Reporting Series
- Vision User Fundamentals Series
- Vision Security Series
- Vision Project Manager Series
You will need knowledge in all areas of Vision to pass the exam. Use your knowledge from work, co-workers, Deltek University’s Vision Series trainings, and Knowledge Base Articles. Here are some suggestions of areas to study that will help with taking the exam. While this is not a complete list, use it as a springboard into your studies.
|VLC||Virtual Live Class|
|A Recorded Session may be viewed in place of a Virtual Live Class|
You need a strong understanding of AP processing, AP configuration and reporting, period setup, closing periods, creating new periods and accounting related reporting. Also, knowledge of processing vendor AP checks, EFTs, voiding vendor invoices and payments, general setup and usage of Multi-company, Multi-currency, Revenue Generation, adjust salary job cost, Labor Cross Charge, Overhead allocation, Organizational setup, and consultant accruals, as well as a complete understanding of the setup options and abilities that control these areas and related organizational reporting and financial reports.
|Vision Accounting and Accounts Payable Processing Series: Utilities||VLC||RS||IF|
|Vision Accounting and Accounts Payable Processing Series: Info Centers||VLC||RS||IF|
|Vision Accounting and Accounts Payable Processing Series: Transaction Center||VLC||RS||IF|
|Vision Accounting and Accounts Payable Processing Series: AP Processing Part 1||VLC||RS|
|Vision Accounting and Accounts Payable Processing Series: AP Processing Part 2||VLC||RS|
|Vision Accounting and Accounts Payable Processing Series: Advanced Concepts Part 1||VLC||RS|
|Vision Accounting and Accounts Payable Processing Series: Advanced Concepts Part 2||VLC||RS|
You need a strong understanding of CRM-related reporting, primarily on Info Center relations with CRM components such as Opportunities, Marketing Campaigns, Contacts, Leads and Activities. Also, knowledge of creating projects from opportunities, and qualifying leads.
|Vision CRM Series: Introduction and Info Centers||VLC||RS|
|Vision CRM Series: Processing Part 1 - CRM Info Centers||VLC||RS|
|Vision CRM Series: Processing Part 2 - Calendar, Reports, and Touch CRM||VLC||RS|
You need a understanding of the configuration setup for running the billing process and the procedures for creating an invoice through interactive billing, batch billing and group billing usage. Also, knowledge of how the various billing tables work and how these are configured, the invoice templates and billing terms and billing transfers, write-off, holds, voids, and credit memos.
|Vision Billing Series: Billing Processing Overview and Billing Tables||VLC||RS||IF|
|Vision Billing Series: Billing Terms Part 1||VLC||RS||IF|
|Vision Billing Series: Billing Terms Part 2||VLC||RS||IF|
|Vision Billing Series: Interactive Billing Part 1: Without Invoice Approval Processing||VLC||RS|
|Vision Billing Series: Interactive Billing Part 2: With Invoice Approval Processing||VLC||RS|
|Vision Billing Series: Interactive Billing||VLC||RS||IF|
|Vision Billing Series: Invoice Template Editor||VLC||RS||IF|
|Vision Billing Series: Pre-Billing||VLC||RS||IF|
You need an understanding of the settings controlling the way in which time and expenses are entered and/or approved and posted. Also, knowledge of how both Labor and Expense categories, as well as establishing timesheet calendars, use labor codes and how and where labor costs and accounts are derived.
|Vision Time Processing Series: Overview and Completing a Timesheet||VLC||RS||SPL|
|Vision Time Processing Series: Processing Timesheets||VLC||RS||IF|
|Vision Expense Series: Company Expense Configuration||VLC||RS|
|Vision Expense Series: Expense Approvals||VLC||RS|
|Vision Expense Series: Expense Processing Part 1 - Overview, Actions, and Transaction Entry||VLC||RS|
|Vision Expense Series: Expense Processing Part 2 - Expense Payment Processing||VLC||RS|
|Vision Expense Series: Expense Categories Setup||SPL|
You need an understanding of the pre-planning and planning considerations when configuring and creating project plans in Vision. Also, knowledge of how to use the Accordion Calendar, resource utilization tools, and Project Planning Reports, along with converting iAccess plans for implementation and execution.
|Vision Project Planning and Resource Management Series: Initial Setup Consideration||VLC||RS||IF|
|Vision Project Planning and Resource Management Series: Plan Templates, Security, and Plan Settings||VLC||RS||IF|
|Vision Project Planning and Resource Management Series: Overview Creating Plans and Processes||VLC||RS||IF|
|Vision Project Planning and Resource Management Series: Assign Resources to Plan and Other Options||VLC||RS||IF|
|Vision Project Planning and Resource Management Series: Overview of iAccess in Vision||VLC||RS||IF|
|Vision Project Planning and Resource Management Series: Resource Management and Reports||VLC||RS||IF|
You need an understanding of the basic report usage and features consisting of creating saved favorites and saved searches. Also, a understanding of the Report Builder, report options, and custom reporting are required.
|Vision Standard Reporting Series: Overview and Authoring||VLC||RS|
|Vision Standard Reporting Series: Delivered Standard Reports||VLC||RS|
You need an understanding of info center and field usage, dashboards including web and system, user-defined fields, info center designer and Vision security rights with password policy. Also, knowledge of what each utility is used for and how they are used. This includes understanding how code tables and labels are used in Vision.
|Vision User Fundamentals Series: Overview, Navigation and User Options||VLC||RS||SPL|
|Vision User Fundamentals Series: Dashboards||SPL|
|Vision User Fundamentals Series: Reporting and User Defined Component||VLC||RS||SPL|
You need an understanding of the Vision Security and Roles configuration, the different tabs and functions of Roles, Windows integrated security, and security implications of Vision Tab Designer. Also, knowledge of how to configure the Users and Password Policies and how to configure reports and audit trails.
|Vision Security Series: Overview and Roles||VLC||RS|
|Vision Security Series: Users, Password Policies, and Other Concepts||VLC||RS|
You need an understanding of security settings needed to gain access to the information needed as a project manager; Info Centers including Leads, Contacts, Opportunities and Projects; Core reporting functionality using searches, layout, column selection and options to design reports (AR Aged, Unbilled Detail & Aging, Project Earnings, Project Progress and Top/Bottom performers) specific to project manager’s needs. Also, knowledge of how to set up personalized User Options, locate important information in Vision using Lookups and List View, create custom fields and dropdown values for tracking data unique to your company, keep track alerts that can inform the status of your clients, projects, budgets and/or opportunities, utilize project templates to save time, create/analyze/compare budgets. You will also need to understand Vision’s mobile tools and be able to access existing data, synchronize newly added data with Vision core, and enter Project Plan data in iAccess without the use of the Project Planning module.
|Vision for Project Manager Series: User Options and Fundamentals||VLC||RS|
|Vision for Project Manager Series: Info Centers: Leads, Contacts, Opportunities & Projects and Project Templates||VLC||RS|
|Vision for Project Manager Series: Budgets and Project Review||VLC||RS|
|Vision for Project Manager Series: Invoices, Reporting and Dashparts||VLC||RS|
|Vision for Project Manager Series: Touch Time & Expense and Touch CRM||VLC|
|Vision for Project Manager Series: Planning with iAccess||VLC|
The Deltek Vision Certification exam contains multiple choice questions. Below are some examples of the types of questions you will find in the exam.
- How can dashparts be displayed on your dashboard?
- All answers are correct
- What does Revenue Method W do?
- It will recognize revenue on unbilled labor at Billing values.
- It will recognize revenue based on write-ups.
- It will recognize revenue based on billed labor only.
- It will recognize revenue on fixed fee billing.
- Which type of Workflow is triggered by an event or action in Vision?
- Scheduled Workflow
- User Initiated Workflow
- Approval Workflow
- Web Service
- The original version of a Plan is known as the ______.
- Original plan
- Plan Budget
- Which of the following is NOT a Workspace in iAccess?
- Planning Workspace
- Project Workspace
- Employee Workspace
- Business Development Workspace
Frequently Asked Questions
Who can take the exam?
Anyone can take the exam. DLZ subscribers have access as part of the subscription, and non-subscribers can pay a one-off fee to take the exam.
How much does it cost to take the exam if I am not a subscriber?
Non-Subscribers can pay a one-off fee to $295 to take the exam.
Are there any pre-requisites?
There are no specific pre-requisites for taking the exam. However, we do list recommended learning materials in the Study Guide should you wish to prepare beforehand.
Where do I find the study guide?
The study guide is available by searching the DLZ, or inside the certification curriculum.
What is the difference between a Master Exam and a Sub Exam?
A Master Exam is defined as a product exam that covers all aspects of the Deltek product. A sub-exam or topic based exam is a shorter exam with a high percentage of the questions related to a specific topic area, or product module. The remainder of the questions (generally less than 30%) are general knowledge based questions. If someone takes the product sub exams, and passes all of them, that is equivalent to the Master Certification.
If I take all of the “sub exams” for a product, does that equal the Master Certification, or do I need to take that exam as well?
If someone takes the product sub exams, and passes all of them, that is equivalent to the Master Certification.
How many attempts do I get to pass the exam?
Each exam taker is given two attempts initially to pass the exam. If the exam taker does not pass on the first attempt, they can immediately try again. If they fail both attempts, we recommend that the exam taker to take the exam prep class, review the study guide and/or take appropriate DLZ classes during a 30-day waiting period.
How long is the exam? Can I take a break or do I need to complete it in one sitting?
The length of the exams vary by product and exam. Master Exams generally require 120 minutes while Sub Exams will require 60 – 90 minutes. The exam must be completed in one sitting. Therefore, it is recommended that the exam only be launched when the exam taker has sufficient time to complete it. Opening new or checking other tabs on the Internet browser is prohibited. This will discontinue the exam and automatically fail the exam taker. Once the exam taker clicks on “Start”, the timer counts down and they cannot pause or exit the exam. If the exam taker stops or runs out of time, the score will be taken on the portion of the exam that the exam taker has completed.
I tried taking the exam but when I click on Start, I receive the error “You have reached the maximum number of allowed attempts. Contact the instructor to re-take the quiz”. What do I do?
Please send an email to DeltekUniversity@deltek.com.
If I don’t pass the exam first time round, do I have to pay again?
No, each purchase entitles the exam taker to three attempts.
What if I fail the second attempt? When can I be eligible to take the exam again?
Each exam taker is given two attempts initially to pass the exam. If the exam taker does not pass on the first attempt, they can immediately try again. If they fail both attempts, we recommend the exam taker to take the exam prep class, review the study guide and/or take appropriate DLZ classes during a 30-day waiting period. Once the 30-day waiting period is over, the exam taker will be notified via email that they are now eligible to take the 3rd attempt. A new instance of the exam will automatically be added to their transcript inside the Deltek Learning Zone (DLZ).
I did not receive the email for my 3rd attempt and/or it is not yet on my transcript. What do I do?
Please reach out to DeltekUniversity@deltek.com for your 3rd attempt to be added to your transcript.
How will I know that I passed the certification?
Exam takers who pass, will see that they passed when they get to the end of the exam. They will also receive an email from Deltek University via Acclaim (email@example.com) informing them that their credentials need to be accepted. It is recommended that this email address is whitelisted to avoid emails going to Spam/Junk folder.
Will the badge be emailed to me?
Exam takers will receive an email from Deltek University via Acclaim (firstname.lastname@example.org) immediately after completing the exam. Please check your SPAM/junk mail folder if you did not receive the email. Please reach out to DeltekUniversity@deltek.com and we’ll be happy to re-send the email.
I know that I passed the Certification Exam but I did not receive any email. What do I do?
Please check your SPAM/junk mail folder if you did not receive the email. Please also check with your IT if the company firewall is blocking or rejecting our emails. It is recommended that the email address Deltek University via Acclaim (email@example.com) is whitelisted to avoid emails going to Spam/Junk folder.Your email address may have also been misspelled. Please reach out to DeltekUniversity@deltek.com, confirm your correct email address, and we’ll be happy to re-send the email.
Where can I post/share my badge?
Credentials can be posted on social media sites such as LinkedIn, and shared on your resume and company signature line.
How do I share or post my badge?
From your Dashboard in Acclaim, click on the badge you want to share. Click on the Share button and choose the social media platform you would like to connect to and share the badge. You can connect your Acclaim profile with your profile on LinkedIn, Twitter, Xing, and Facebook. You also have the option to email the badge, add a link to the badge on your Acclaim profile, embed the badge on a website through html, download or print the badge. You have the option to link your profiles while accepting the badge or later by going to Settings, then Applications. Once you click on the Connect button, you will be directed to log in to the selected platform.
Where is my Certificate of Completion?
Your Certification of Completion is associated with the Certification Badge you just earned. To access, simply accept the badge, follow the steps for Sharing your Badge, and select Print. The certificate will download as a PDF file.
How to Access Your Badge and Print Your Certificate
Click here to view instructions on How to Access your Badge & Print your certificate through our digital credential platform. This also serves as your guide on how to broadcast your achievement on any professional profile.