Meet me at Deltek Insight 2017

If you’re interested in some very technical presentations on the Deltek Vision API and custom reporting for Vision then join us at this year’s Deltek Insight in Nashville from October 23 to 26.

I will be presenting the following topics:

VI-67: Best Practices for Building a Bridge to Unlock the Power of Vision APIs

This session will introduce you to the Vision 7.6 web services API. Attendees will learn how to find and connect to the services and what the available methods and schemas are. Then, there will be a deep dive into a code example that will show you how to read from the PR tables through the API and how you can write data back to Vision. You will see an easy approach on how parse the XML data returned and required by these API methods. As part of this session, you will receive code samples that make it easier working with the API and also some test tools that will help you creating your first Vision API application.

The session will evolve around a sample MVC application that reads from the Vision Projects Hub and displays data in a web page

Time Slot: October 24, 9:50 am to 10:50 am
Room: Governor’s Chamber DE

VI-66: Real World Vision API Solutions

This session will show off a sample solution that is able to read from and write to the Vision application using the Vision API. The sample solution will check for text files in a specific folder (expenses) and then retrieve the data and write expense transactions back into Vision. The session will offer a step-by-step guide on how to implement such a scenario and comes with a full set of step-by-step samples that will give you a hands-on playground for later. Attendees should have a basic understanding of the Vision API or attendees should first attend the “Best Practices for Building a Bridge to Unlock the Power of Vision APIs” session.

I highly suggest that you attend VI-67 first

Time Slot: October 25, 11:10 am to 12:10 am
Room: Governor’s Chamber A

VI-68: Tips and Tricks for Creating Vision Custom Reports

This session will guide you through creating a custom report. It starts with step-by-step instructions to set up your development environment, the differences between a hosted and an on-premise distribution, the different types of report templates and how to use them, and a quick introduction to SQL Select statements. From there, attendees will learn how to set up the first simple report and then gradually turn on Vision report features like the selection feature, custom parameters, the column selection feature and the sorting and grouping feature. Attendees will also discuss real world problems with report writing for Vision and how to work around them. The presentation comes with a full set of step-by-step samples that will give you a hands-on playground for later use.

Time Slot: October 25, 08:30 am to 09:30 am
Room: Governor’s Chamber A


I will post most of the content of the sessions online sometimes after Deltek Insight.

A New Online Tool To Get Started With Vision API

Over the years I found that people always had a hard time getting started with Deltek Vision’s API. I do admit, it probably has a lot to do with the message structures the API is expecting.

To jump-start your development I just created an online Test Bench that allows you to connect to your service, run some reads and writes and returns you both a code sample and a SOAP UI request message that can be copied either into Visual Studio or SOAP UI to give you instant results.

Continue reading “A New Online Tool To Get Started With Vision API”

Validation Web Services

This blog will show you how to write a custom SOAP web service that can be hooked up to one of Vision’s validation workflows (timesheets, expenses, transaction postings) and all the do’s and dont’s around it.

Coming Soon

Deltek Vision API

Do you want to integrate Deltek Vision ® with other applications in your company? How about displaying a list of important projects on your website directly from your Vision database? Or pull employee and client information into an intranet site? Post expenses from a third party application directly into the Vision finance system?

All this and more is possible be using the freely available Vision XTEND API interfaces.  The blog post will show you how and provide you with some base libraries  to get started

Coming Soon