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Connecting Users to a Deltek Record

Coe Hoeksema
  • Updated
  1. Click the Settings Cog.
  2. Select User Management under Configuration.
  3. Hover over a user who is not connected to a Deltek record and click the user options ellipsis.
  4. Select Connect Deltek Record.*
  5. The next screen will display the user's Azure Active Directory email address.
  6. Click Next to proceed to the search screen.
  7. Search by the user's name or employee ID and select the user from the dropdown menu.**
  8. Click Apply.
  9. Read the sync message and click OK.

* Applies to Deltek Vantagepoint, Deltek Vision, and Deltek Ajera.

** A warning message will appear if the Deltek ID is already connected to a different username. You may choose to search for a different ID, cancel, or proceed with the sync.