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Changing a User's Deltek Record

Coe Hoeksema
  • Updated
  1. Click the Settings Cog.
  2. Select User Management under Configuration.
  3. Hover over a user who is connected to an incorrect Deltek record and click the user options ellipsis.
  4. Select Change Deltek Record.*
  5. The next screen will display the user's Azure Active Directory email address and the Deltek record to which the user is currently linked.
  6. Click Next to proceed to the search screen.
  7. Search by name or employee ID and select a new record from the dropdown menu.**
  8. Click Apply.
  9. Click OK to sync the new record.

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

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