Vision Tips & Tricks – Part 2 – Use the Project Info Center List View to Display Phases and Tasks

The Vision Tips & Tricks session is typically one of the most attended sessions at Insight. It is attended by beginners, intermediates, and experts who are all looking for easy to remember nuggets of information to unlock the power of Vision.  By overwhelming request, I will share some of the tips that I covered in my session.

Use the Project Info Center List View to Display Phases and Tasks:

The ability to add Phase and Task (WBS2/WBS3) records to the project info center list view was added in version 7.1. Use the advanced search to control which records are loaded to the list view. The project level drop down now has an “any level” option. We’ve also added a Display drop down above the results grid.

clip_image002

clip_image004

Look for my next tip next week.

Do you have a Vision tip or trick to share? Please email me to share yours. I’m always on the lookout for new tips & tricks to share. You can also request to be added to our client advisory council space on Kona. This space is used to share tips and tricks, as well as provide feedback on features and applications we are developing.

Vision71CTA

Advertisements

About Brent Johnson

Brent started with Deltek in May of 2010 as a Senior Designer for Vision. Prior to Deltek, he was an accountant in the A/E industry for 10 years.
This entry was posted in Best Practices, Deltek Vision, Tips. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s