Newforma Tasks vs Deltek CRM for Vantagepoint

The Newforma® Tasks app organizes your to-do list so you and your team can use your time on the site more effectively. The app integrates with Newforma software used in the office and job trailer, ensuring you of current project information wherever you’re working. • Use the Tasks app to manage construction quality control tasks, such as punch lists. • View past-due or coming-due items for yourself or any team member who’s been assigned tasks. • Filter items by type, status, space, assignee, originator, due date, discipline, and spec section. • Update statuses, descriptions, locations, and assignments. • Add a photo, or include one from the Camera Roll. • View the comment history, or leave a new comment. • To gather and assign tasks, use the Newforma® Capture app.

Deltek Client Relationship Management (CRM) users have access to critical client and pursuit information from their mobile device. With the Deltek CRM for Vantagepoint mobile app, teams have instant access to pursuits, firm details, contact information and activities from anywhere, at any time. Help keep all of your team members informed and turn more pursuits into projects with access to key business development intel on the go. Features: • Add, update and view client and contact details • Create and manage project pursuits (opportunities) • Manage activities and associate them with clients, contacts and projects • Track information unique to your business in custom fields • One-touch tap to make a call, send an email or view an address on a map • Maintain all CRM security access and controls through the mobile app • Easy and secure access to the app using a 4-digit pin To use the app: • A Deltek Vantagepoint CRM user license is required. • Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.