The CAP will provide all the necessary guidance to ensure a successful upgrade to Vantagepoint.
- Check-in Meetings centered around specific upgrade topics and best practices
- Live Q&A during the Check-in Meetings
- Access to Invision, which is a tool we are using for continued conversations with the Deltek team about the CAP session you are attending
Topics covered in the CAP Session Check-in meetings will be as follows:
Week 1 Check-ins |
Week 2 Check-ins |
Week 3 Check-ins |
Week 4 Check-ins |
---|---|---|---|
Overview – What to Expect, Tools & Resources | Navigation, Searches/Options, Reporting, & Workflows | Hubs - Project/Opportunities | Planning Your Upgrade Part 1 |
Security, Screen Designer, and UDF Components | Hubs – Firm / Client / Vendor / Lead / Contact / Activities | Project Planning | Planning Your Upgrade Part 2 |