Project Analyzer and Deltek Vision ERP Software

Newforma Project Analyzer is a project-based financial and resource management tool used by architectural and engineering (AE) firms. The tool is specifically designed with the needs of AE firm project managers and executives in mind.

Project Analyzer pulls read-only data from your financial system to facilitate what-if scenarios concerning project scopes, budgets, schedules and staffing. Using financial data captured in Deltek® Vision® ERP software, Information retrieved from Vision is made more valuable because that information becomes real-time, dynamic, interactive and is in a highly visual format that project managers and executives want to use.

Common questions regarding Deltek® Vision® ERP software and Project Analyzer

Is Project Analyzer compatible with Deltek® Vision® ERP software? With other accounting software?

• Project Analyzer currently works exclusively with Deltek Vision.

Are changes made in Newforma Project Analyzer written back to Deltek Vision

1. • No. Data is never written to Deltek Vision. See detailed explanation of where various types of data are stored below.

We currently are using Deltek Vision for our timesheets, is it possible for the timesheet data to be linked to Project Analyzer?

1. • Absolutely. This is the designed behavior. Timesheet data is used to generate the actual costs on the Time Analysis tab.

   • See the detailed explanation of where data is stored below.

Does Project Analyzer pull data from Deltek Vision Resource Planner?

1. • Deltek Vision Resource Planner data can be imported into Newforma Project Analyzer. Data can be imported on a project by project basis. If multiple plans exist for a project, a selection list is provided to allow the user to choose which plan to be imported.

Can data edited in Deltek Vision be pulled into Project Analyzer for display?

1. • Data is generally edited in Project Analyzer – schedule, team, detailed task list, project percent completes, budgets.

   • Only the accounting data is edited in Vision – invoices, timesheets, billing terms and project structure (project name, and phase names).

   • See the detailed explanation of where data is stored below.

How is Project Analyzer significantly different than Deltek Vision Resource Planner?

1. • Graphical – highly visible allows for quick reviews of data

   • Interactive – ability to do what-ifs

   • Real-time – information is always shown in real-time

   • Integration – data in one area of the program informs and drives other areas

   • Speed – access is information is easier due to interface as well as quick response times

   • Intuitive – interface is easily understood by project managers and available in one screen

How are the WBS levels and labor codes used? Alternately, how are phases and disciplines defined in Project Analyzer?

1. • Phases in Project Analyzer can be defined using Deltek Vision WBS2 or one level of the labor codes definition. This is configurable at the firm level.

   • Disciplines in Project Analyzer can be defined using Deltek Vision WBS3 or one level of the labor codes definition. This is configurable at the firm level.

We are currently running Deltek version 5.x, will upgrading to 6.x later break Analyzer or require an upgrade to Analyzer for it to continue to work?

1. • Upgrading to version 6.x from 5.x of Deltek Vision will not impact Analyzer as it will automatically detect the upgrade and adapt to the new version.