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 ProLens does
What ProLens does with your Deltek Vantagepoint data.
- Reads your Deltek timesheets, projects, and WBS hierarchy to surface utilization trends and budget health by phase.
- Connects your Deltek pursuit data to active project performance for Deal Health Scores no CRM can generate alone.
- Turns your Deltek invoice and cash receipt data into collection intelligence with automated payment reminders.
- Gives your clients a branded portal they log into weekly, reducing status meeting overhead.
- Generates AI briefings every morning from your Deltek data, surfacing what needs attention before you open Vantagepoint.
- Works alongside Deltek Dela, adding client portals and firm-wide views that Dela does not provide.
Feature availability
What works with Deltek Vantagepoint.
| Feature | Status |
|---|---|
| Revenue Intelligence | Included |
| Budget Intelligence (with phases) | Included |
| Projects and Profitability | Included |
| Pipeline Intelligence | Included |
| Team Utilization | Included |
| Who's Out | Included |
| Timesheet Compliance | Included |
| Client Intelligence | Included |
| Collections | Included |
| Client Portals | Included |
| AI Daily Briefings | Included |
| Revenue Outlook | Included |
| Weekly Pulse | Included |
| Custom KPIs | Included |
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.
Secure credentials. Enter your Vantagepoint API credentials. We recommend creating a dedicated read-only ProLens user. Connection is verified instantly.
Authorize with Secure credentials
Enter your Vantagepoint API credentials. We recommend creating a dedicated read-only ProLens user. Connection is verified instantly.
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.
Average connection time: Under 5 minutes
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.
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Deltek Vantagepoint account.
Migrating from Deltek Vision?
Vision support ends December 31, 2026. ProLens works with Deltek Vantagepoint on day one — no waiting for custom reports to be rebuilt.