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What is Deltek Vision?

Effortlessly manage client connections, monitor opportunities, estimate project expenses, and cultivate client relationships. By enhancing customer satisfaction and minimizing project risks, timely and budget-friendly project delivery becomes achievable. Accelerated reporting enables the provision of role-specific metrics to decision-makers, while project managers encounter significant hurdles in ensuring that projects are completed on time and yield maximum profitability. A clear vision is essential for their achievements. - Access to real-time data allows for the early identification of issues, facilitating prompt corrective measures. - Utilize tools designed to oversee project status and employee utilization effectively. Furthermore, all financial, project, and resource planning information can be consolidated within a single comprehensive system, ensuring streamlined operations and enhanced oversight.

What is Colibro?

Tools tailored for organizations that value efficiency can significantly enhance your operational workflow. The Proposals platform includes an intuitive text editor that allows you to focus entirely on your writing without worrying about formatting issues. You'll receive real-time alerts whenever your clients undertake important actions regarding your proposals. Additionally, a straightforward pricing table simplifies the process of listing product and service charges. You can customize your documents by adding your branding, terms, and any extra notes for your clients. The Colibro platform securely stores all your invoices, enabling you to track when clients view them. Effortlessly manage your finances by identifying which invoices have been settled and which are still pending by logging payments directly against them. For recurring billing needs, you can streamline this function through automation, saving precious time with each billing cycle. Uploading receipts directly from your web browser allows for quick expense registration. Moreover, you can classify expenses to create detailed reports for your records, which can be exported to your chosen accounting software. By keeping tabs on your spending across various categories and client projects, you ensure a clear financial overview. The integration of these capabilities establishes a powerful system for efficiently managing your business finances while enhancing your overall productivity. This ensures that you can navigate your financial obligations with ease and clarity.

Media

Media

Integrations Supported

Blackbox Connector
Bottomline Paymode
Emburse Expense Enterprise
FMIS Asset Management
Longview Tax
Manufacturo
Sourcing Force

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$9 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Deltek

Date Founded

1989

Company Location

United States

Company Website

www.deltek.com/en/products/project-erp/vision

Company Facts

Organization Name

Colibro

Date Founded

2016

Company Location

United States

Company Website

colibro.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Nonprofits
Project Accounting
Purchase Orders

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Budgeting

Asset Planning
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Version Control

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Profitability Analysis
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Enterprise Asset Management
Financial Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Time Tracking
Workflow Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management
Source Tracking

Payroll

Reporting/Analytics

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Task Management
Templates

Reconciliation

Not specified

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Categories and Features

Billing and Invoicing

Not specified

Expense Report

Not specified

Proposal Management

Not specified

Time and Expense

Not specified

Time Tracking

Not specified

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