Copying the Code Behind the Curtain Reverse-engineering Vantagepoint's native dashpart calculations and modifying them to work inside standard Scheduled Workflows -- 8/6/2026 -- vantagepoint sql-profiler workflow-automation case-study
Dynamic Dashboard Dates How to use SQL functions within Vantagepoint's standard interfaces to make date and deadline calculations. -- 7/11/2024 -- vantagepoint deltek coding dashboards
Practical Custom Proposals There's a smarter way to leverage Vantagepoint Custom Proposals that can streamline your proposal process and maintain valuable data integrity. -- 10/30/2024 -- vantagepoint custom proposals proposals crm
Auto-Dormancy for Promo Projects: A Two-Step Workflow Pattern in Vantagepoint How a nightly scheduled workflow using only SELECT statements solves a recurring AR cleanup problem across AEC firms — no stored procedures required. -- 7/14/2026 -- vantagepoint workflow-automation sql aec
The Simple Fix Finding the smallest workable fix for a client's single mis-mapped field. -- 8/28/2026 -- vantagepoint scoping sql aec systems integration
Vantagepoint Activities Like gophers burrowing underground, Activities lie beneath the surface of many hubs in Vantagepoint. -- 11/27/2024 -- vantagepoint activities workflows crm
VP CRM Report Catalog A catalog of CRM-related VantagePoint reports. -- 2/10/2025 -- vantagepoint reporting crm
What is Deltek? A high-level explanation of the software product that I consult on. -- 6/4/2024 -- deltek vantagepoint vision consulting