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Deltek Vision Connector - Installation

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Install Requirements

In order to install the Deltek Vision Connector, we'll need you to provide the following to our Support team:

  1. Your Deltek Vision server URL
  2. A read-only access OpenAsset account. We use the Deltek Vision API, which requires a user account. 
    • Create an OAINTEGRATION role in Vision. 
    • Add the user account to this role. We will need the username and password for this account.
  3. Configure the OAINTEGRATION role as follows: 
    • General Tab
      • Type of Role: Accounting, CRM
      • Info Center: Employees, Companies,Contacts,Opportunities,Projects are checked

 

  • Record Access Tab
    • Application's: Employees, Companies,Contacts, Opportunities,Projects set to “Read Only”

 

  • Accounting Tab
    • Uncheck ALL
    • Set “Project Budget Worksheet” to “Read Only”

 

accountingTab.png

 

  •  
  • Planning Tab
    • Uncheck ALL

planningTab.png

 

  1. If you  have the "multiple companies" functaionality on in Deltek Vision, you will also have to edit the "Access Rights" Tab. Here, you will need to choose "Companies" from the Functional Area dropdown and then check the "Full access to all companies" checkbox.

     
     
  2. For clients transitioning from Knowledge Architecture's Deltek Vision - OpenAsset Connector, follow these additional steps. 
Last modified
06:39, 27 Apr 2017

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