DIY Vision to Vantagepoint Approach

Deltek Vantagepoint is the reimagined next version of Deltek Vision, built specifically for professional services firms. Think of Vantagepoint as Vision with a streamlined browser-based interface, reengineered workflows, and expanded functionality. This upgrade does not require a data conversion, although there are new features and functionality changes that customers will need to learn, understand, and adopt as part of their successful transition.

For clients that opt for a do-it-yourself upgrade approach, here are three steps Rhodium Digital recommends for the richest upgrade experience.

Upgrading from Deltek Vision to Vantagepoint – DIY Approach

1. Review content in Deltek’s Vantagepoint Readiness Portal

  • Filled with resources to learn about Vantagepoint, including feature overviews and highlights to help you prepare for an upgrade. Learn how to access the Portal via the DLZ (Deltek Learning Zone).
  • If you do not have a DLZ subscription, email to request access to the Vantagepoint Readiness Portal.


2. Participate in Deltek’s Customer Assistance Program – CAP

  • Free 4-week program focused on specific upgrade topics and best practices.
  • Upcoming CAPs
    • CAP session 17 – Feb 13 to Mar 7, 2024
    • CAP session 18 – Apr 16 to May 9, 2024
    • CAP session 19 – June 4 to June 27, 2024
    • CAP session 20 – Aug 27 to Sept 19, 2024
    • CAP session 21 – Oct 8 to Oct 31, 2024 


To register, click here or email –


3. Test Vantagepoint functionality in a Preview Environment

  • Cloud – request a 90-day Vantagepoint Cloud preview environment via the Readiness Portal
  • On-Prem – create your own test environment by requesting the Vantagepoint installer via the Readiness Portal, or request a Cloud preview environment from Deltek


Want to press the “easy button” and learn how Rhodium Digital can support your organisation through this transition? Click here to review Rhodium’s Vantagepoint Transition Services

Recent Posts

Still Have Questions?