How to load a custom Check Template into Vision
KB Article #:
42387
Summary:
How to load a custom Check Template into Vision
Description:

How are custom check templates loaded into the database?

Resolution:
  1. Create folders under the Custom folder called \Deltek\Vision\Reports\Custom\Checks and put the file in there.
    • Note: Vision is smart enough to find the files, as long as it is below the \Custom folder.
  2. The "Upload" the report through Vision by going to Utilities \ Report Administration.
  3. Verify the installation path is listed there.
  4. Select "custom" from the drop down.
  5. Type the name of the file that needs to be uploaded
  6. Click upload.
  7. Should then be able to see the check template from the drop down
Note: the \Custom\My Reports folder is used for all Custom reports other than Invoices and check template.
 
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