Activity alerts are designed to remind you of calendar events, tasks to be assigned or approved, and the need to submit timesheets, expense reports, and project budgets. The polling interval that you specify determines how often Vision checks for alert activity.

Enter the polling interval in seconds. The value you enter must be greater than 0. Deltek recommends a value of 6; however, it can be higher if needed.

This option is only available if the CRM application is installed. This option is selected by default.

This setting also applies to the iAccess for Vision help if you use iAccess for Vision.

This field displays if Vision is configured to allow employees to upload documents for transactions, templates, and Info Centers (it does not apply Adobe InDesign templates). When you upload a document, a copy of the file is stored in Vision. To control the size limit for each file, enter the maximum allowable file size in Megabytes (MB). If the uploaded file exceeds the allowable limit, Vision displays an error message an includes the impacted file names.

This field cannot be blank. If you do not enter a maximum file size, Vision defaults to 50MB.

The Deltek Vision Advanced Technical Installation Guide provides a system administrator with the instructions on how to enable FILESTREAM (a Microsoft SQL Server feature), which allows you to store the uploaded documents.

Use these options to select the type of export process, if any, that you want to apply to Vision reports including Billing invoices:

• Do Not Allow Reports to be Exported — Select this option if reports will not be exported.
• Allow Reports to be Exported to Application Server — Select this option to export reports to a file on the application server. The export process occurs when the Export Reports as Files When Printing option is selected on the Print Setup dialog box. On this dialog box, you can define the format for saving the report. For example, you might want to save an invoice file on the application server when the invoice is final printed but not when the draft invoice is created.
• Allow Reports to be Uploaded via SFTP — Select this option to use Secure File Transfer Protocol (SFTP) to export and save invoices to an application server of your choice. When you choose to upload via SFTP, Vision enables options so that you can specify the SFTP Host Name, User Name, Password, and Algorithm to ensure that your files are securely transferred to the appropriate location. The export process occurs when the Upload Reports via SFTP when Printing option is selected on the Printer dialog box. On this dialog box, you can define the format for saving the report. For example, for Billing Invoices you might want to save an invoice file on the application server when the invoice is final printed but not when the draft invoice is created.

  For additional information on implementing SFTP with Microsoft IIS, see: http://www.iis.net/learn/publish/using-the-ftp-service/using-ftp-over-ssl-in-iis-7

  If you do not use Microsoft IIS for SFTP, refer to your vendor's documentation for additional information.

• The Status option on the General tab in the Employees Info Center becomes non-editable
• A banner displays on the employee's photograph, to indicate that the employee has been terminated and cannot be reactivated.

To enable the options in the Opportunity and Project Info Centers to link an opportunity or project to a Kona (Deltek Collaboration) space, enter your Kona (Deltek Collaboration) Business token or oAuth client ID in this field. You can obtain the oAuth client ID from your Kona (Deltek Collaboration) business administrator.

If you enter a token, you can have Vision create a Kona (Deltek Collaboration) space when you add a project, link that space to the project, and automatically make the space available in the Project Info Center when you or other members of the space display the project record. Similarly, you can have Vision create, link, and display spaces for opportunities in the Opportunity Info Center. Employees listed on the Team tab when you save the project or opportunity initially are automatically invited to join the Kona (Deltek Collaboration) space. Entering the token in this field also gives you the option to link projects or opportunities to existing Kona (Deltek Collaboration) spaces.

If you are using iAccess for Vision, you can link a Kona (Deltek Collaboration) space to a project. You must enable the Kona (Deltek Collaboration) Account Key here in order to do so.

If you leave this field blank, Kona (Deltek Collaboration) spaces cannot be linked directly to specific projects or opportunities. The only available access to Kona (Deltek Collaboration) from Vision in that case is through the Kona (Deltek Collaboration) option on the main Vision toolbar. If no token is entered in this field, that option simply launches Kona (Deltek Collaboration).