Integration
Deltek Vantagepoint + ProLens
Connect Deltek Vantagepoint and ProLens turns the gold-standard A/E platform into an executive dashboard your principals can actually read, with AI insights and free client portals layered on top.
What lights up
What ProLens does with your Deltek Vantagepoint data.
AR Aging + Invoices
Your Deltek Vantagepoint invoice and AR data feeds the aging buckets, payment velocity trends, and AI collections narrative.
Revenue Pulse (AI)
Deltek Vantagepoint's financial data feeds the AI daily briefing on pacing, risks, and opportunities.
Project Profitability
Phase-level margin, burn, and anomaly detection on top of Deltek Vantagepoint's project data.
Team Utilization
Billable vs total hours by person and discipline, computed from Deltek Vantagepoint timesheets.
Budget Health
Budget vs actual with burn-rate trajectory and AI alerts, driven by Deltek Vantagepoint project budgets.
Pipeline
If Deltek Vantagepoint's CRM module is enabled, pipeline data flows automatically into the funnel.
Revenue Trend
12-month stacked-bar view of paid/unpaid/overdue revenue from Deltek Vantagepoint.
Timesheet Compliance
Submission tracking, missing hours with dollar impact, and chronic-late alerts from Deltek Vantagepoint time data.
Who's Out
Day-by-day absence view with capacity impact, drawn from Deltek Vantagepoint time-off and booking data.
Client Activity
Hours and revenue by client with dormancy detection, computed from Deltek Vantagepoint project data.
Milestones
Upcoming deadlines within 30/60/90 days, pulled from Deltek Vantagepoint project milestones.
Resource Forecast
Capacity by discipline for the next 30/60/90 days with pipeline demand overlay, driven by Deltek Vantagepoint resource plans.
Client Satisfaction
Powered by ProLens's built-in survey engine — works with any stack.
Weekly Pulse
AI-aggregated weekly summary across Deltek Vantagepoint project data, ready for PM review and portal publication.
Market Conditions
Powered by FRED economic data and the AIA Billings Index — works with any stack.
Deltek CRM: If you use Deltek's built-in CRM module, ProLens pulls pipeline data automatically alongside your project and financial data.
How it connects
Three steps. Minutes, not months.
Authorize with one click
Connect your Deltek Vantagepoint account securely. No technical setup, no credential sharing.
ProLens reads your data
We look at your projects, time and expense entries, invoices, AR data, employees, resource plans, and Deltek's built-in CRM pipeline. We never write, edit, or delete anything.
Your dashboard populates
First data appears in minutes. AI insights start generating on day one.
Works well with
Pair it up. Cover more ground.
These connections fill the gaps and turn partial widgets into full ones across your stack.
Security
Read-only by design.
- ProLens is read-only. We never write to your Deltek Vantagepoint.
- Your credentials are encrypted with AES-256.
- Data appears on your screen, then disappears. Nothing is permanently stored.
- Every data access is logged in your audit trail.
FAQ
Deltek Vantagepoint integration questions.
Does ProLens ever write to my Deltek Vantagepoint account?
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Deltek Vantagepoint account.
What data does ProLens access?
ProLens reads your projects, time and expense entries, invoices, AR data, employees, resource plans, and Deltek's built-in CRM pipeline. We never read passwords, private notes, or anything outside the data needed to populate your dashboard widgets.
How often does data refresh?
Every 15 minutes automatically. The data you see on your dashboard is held only long enough to display it, then erased.
What is a PSA?
Platforms like Deltek Vantagepoint, along with others like Deltek and Harvest, are sometimes referred to as PSA (Professional Services Automation) tools in the industry. We call them project management tools throughout this site so the jargon does not get in the way.
Do I need a Deltek consultant to set this up?
No. ProLens connects through Deltek's standard read-only API. Your existing Deltek setup, custom fields, and report builders are not touched.