Importing Projects from Deltek Vision

Deltek Vision is one of the most common accounting programs in the AEC market. Argos 7 has direct integration with Deltek Vision to both import project, phases and tasks from Vision, and to export billed activity back to Vision.

Argos offers 2 versions of the integrated import connector, depending on where the Deltek Vision database is located, locally hosted (on-site server) or cloud hosted: 

To import from a locally hosted (on-site server) Vision database:

  1. In Argos Manager, Projects section, click the gear icon and select Import.                                                                                                                                                                  
  2. In the Automate Projects window, click the Data source drop down list and select Deltek Vision (Locally-hosted). Click Configure.                                                                                                                                                                         
  3. In the Project Import Settings window, enter the Deltek Vision server name, instance name (if defined), database name (default is Vision) and SQL credentials (default U/N: DeltekVision, P/W: Password1). Click Test connection to verify connectivity.                                                                                                                                 
  4. Click OK to close the Connection successful message.                                                                                                                                             

To import from a cloud hosted Vision database:

  1. In Argos Manager, Projects section, click the gear icon and select Import.                                          
  2. In the Automate Projects window, click the Data source drop down list and select Deltek Vision (Cloud). Click Configure.                                                                                                    
  3. In the Project Import Settings window, enter the URL used to connect to the Deltek Vision server in the Server field. The URL format string can be found by reviewing the address used to connect by the Deltek Vision client. The URL string should be appended with the text VisionWS.asmx. There are a few variations of the URL format, depending on the hosting vendor. Some examples are listed below:

    https://vision71.visionhosted.com/Client_Name/visionws.asmx

    https://vision.Client_Server_Name.com/vision/VisionWS.asmx

    http://vision71.visionhosted.com/vision/VisionWS.asmx

    In the Database field, enter the name of the database as listed in the Deltek Vision client. Typically, this will be a variation of the customer name. Enter any users credentials into the Login and Password fields. These will be the same credentials being used in the Deltek Vision client. Click Test connection to verify connectivity.                                                                                                                            
  4. Click OK to close the Connection successful message.                                                                   

Complete the project import setup:                                               

  1. In the Project Import Settings window, check the box next to each tier to be imported (Project, Phase, Task). To import only projects with an active status, check the box next to Import only active. Check the boxes next to Project manager and Location if used for reporting (optional). To define the charge type, check the box next to Project type and click Configure...                                                                                                     
  2. In the Vision to Argos project type mapping window, select the related Argos Billing Code Type from the drop down list next to each Vision Charge Type. Click OK.                                                                                                                                        
  3. In the Project Import Settings window, click Preview import to review the format of the fields.                                                                                          
  4. In the Import data preview window, select the different fields from the drop down list to review the individual values. Click Close.                                                                                                                                                                                        
  5. In the Automate Projects window, select the local Argos Integration server from the drop down list (for remote offices). To set projects to be inactive based on the status in Deltek Vision, check the box next to De-activate orphaned codes. To automate the import task, check the box next to Enabled and click Schedule...                                                                                                                                                                                                                               
  6. In the Set schedule window, select the desired frequency from the drop down lists. Click OK.                                                                                                                               
  7. In the Automate Projects window, click Save. Click Run now to execute the import immediately.                                                                    
  8. Click OK to the import successful message.                                                                                                                                                                                                
  9. In the Automate Projects window, click Close.                                                                      

Custom Vision imports

Want to see your Vision billing data in a different format? The standard Argos importer can import directly from any SQL database, including Vision. You can create a specialized view in your Vision database, or create a custom SQL script to run within the standard importer. See Importing Billing Codes from a SQL Database for more information. Custom imports are only available with databases that allow SQL Server access.

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