Vision Tips & Tricks – Part 4 – Screen Designer

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.

Screen Designer:

The screen designer is available to users whose role is designated as an administrator. A screen designer icon will be displayed in the lower right corner of Vision. Selecting the icon launches the screen designer. You can use the screen designer to move the fields around to suite your needs. If you want to move a field to another tab, drag and drop it into the space above the tabs. You can then click on the tab where you want to move it to, and then drag and drop it into place.

You can also set certain properties for each field. Look to the properties view on the right side after selecting a field. There you can determine if a field should be hidden, locked, required, or display a tool tip whenever someone hovers over the field.

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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.

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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.

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