H.H. Morgan Enterprises, LLC

💡 Wisdom Wednesday with Linda! 💡

ACEC/NC NCDOT Joint Transportation Conference

Join industry leaders, transportation professionals, and public sector partners at the premier transportation event in North Carolina. The ACEC/NC NCDOT Joint Transportation Conference brings together the engineering community and the North Carolina Department of Transportation for two days of collaboration, innovation, and insight into the future of infrastructure across the state.

This year’s conference will feature keynote speakers, technical sessions, and networking opportunities designed to foster meaningful dialogue and drive progress in transportation planning, design, and delivery.

We’re proud to share that H.H. Morgan is a Gold Sponsor of the ACEC/NC NCDOT Joint Transportation Conference — be sure to stop by our booth! It will be a "super" great time!

📅Dates: Monday, September 21, 2026 to Tuesday, September 22, 2026
📍Location: Raleigh Convention Center, 500 South Salisbury Street, Raleigh, NC 27601
🔗Learn More: https://www.acecnc.org/events/acecnc-ncdot-joint-transportation-conference-2026

💡 Wisdom Wednesday with Cindy!💡

Working Smarter with Deltek Project Stage Workflows

A well-designed workflow can help your team save time, improve consistency, and keep projects moving—but the key is building it with intention!

Here are a few tips & tricks for getting the most out of Deltek Project Stage Workflows:

🏌️ Map it out first — Understand the entire project stage lifecycle before building your workflow.
⛳ Automate the busywork — Focus on repetitive, time-consuming tasks like emails, notifications, alerts, and data checks.
📋 Keep it simple — Start with what you need and add complexity only when it provides value.
👥 Define roles & approvals — Make sure everyone knows who is responsible for what and where approvals are required.
🔔 Use alerts wisely — Configure notifications and validation warnings for critical project stage events.
🧪 Test before you tee off! — Test workflows using real-world project scenarios before putting them into production.
📈 Review & improve — Track results and periodically revisit your workflows to make sure they still support your business needs.
🎯 The goal? Automate the routine so your team can focus on higher-value work.

Need help getting started? H.H. Morgan can help you identify, design, and optimize Deltek project workflows that fit the way your organization works.

💡 Wisdom Wednesday with Bridgette💡

Did you know?

The Q3 Deltek Vantagepoint Customer Town Hall is TODAY, 8/19/26 at 11am ET. You still have time to register!

Join your peers within the Deltek customer community for the Q3 Vantagepoint Customer Town Hall. Hear directly from Deltek experts about product vision, releases, and what's next for Vantagepoint users, along with the investments we're making to advance our suite of project-based solutions.

In this session, you will see:
• An overview of what's new in Deltek Vantagepoint, including a first look at the 2026.3 release
• An inside look at key release highlights, including enhancements to approval insights around company policy, and draft invoice approval workflow
• A preview of our new five-part Coffee Break webinar series and silver certification exam on billing

Register Here: https://deltek.registration.goldcast.io/webinar/65c3338b-22c5-4df2-8781-6eb180a2db95?sourceid=49&partnerref=website_deltek-com_Events

💡 Wisdom Wednesday with Jessica💡

⏳ 13 DAYS TO GO UNTIL DELTEK COMMUNITY DAY!

Join fellow Deltek Vantagepoint users for a half-day of learning, networking, and discovering new ways to maximize your Deltek solution. Whether you're in accounting, project management, marketing, finance, or operations, you'll gain valuable insights, hear from industry experts, and connect with peers. Breakfast and lunch provided!

🎉H.H. Morgan is proud to be a sponsor of this year's event!

🗓️Tuesday, August 25, 2026
🕐8:30am-1:00pm ET (1-2pm is optional open office hour)
📍AIA NC Center for Architecture and Design, 14 E. Peace Street, Raleigh, NC 27604

👉Register Here: https://events.deltek.com/8g1XKV?RefId=Email-UG

We can't wait to see you in Raleigh!

💡 Wisdom Wednesday with Joy! 💡

🚀 AI is here—and it's built right into Deltek Vantagepoint.

If your team spends valuable time searching for project information, writing emails, or pulling together project updates, Dela is designed to help.

With Dela, architecture, engineering, and consulting firms can:
✅ Ask questions in plain language and instantly find project, client, and financial information
✅ Generate Smart Summaries that give project managers and executives a quick snapshot of project health
✅ Draft emails and automate routine tasks to save time
✅ Receive AI-powered insights that help identify opportunities and support better decisions

Security remains a top priority. Dela respects your existing Vantagepoint security permissions, requires administrator approval before it's enabled, and Deltek confirms that customer data is not retained or used to train AI models.

The result? Less time digging through data. More time managing projects, serving clients, and growing your business.

FAQ Document - https://learning.deltek.com/search?labelkey=product_vantagepoint&q=dela+faq

Have questions about implementing Dela or getting the most from Deltek Vantagepoint? We'd love to help. Reach out to [email protected]

Disclaimer: Results may vary based on your version of Deltek Vantagepoint and adoption by your firm.

💡 Wisdom Wednesday with Diana: Work Smarter in Microsoft Excel 💡

Whether you're managing project budgets, reviewing timesheets, tracking proposals, analyzing utilization, or reporting on project performance, Excel has powerful tools that can save time and improve decision-making.

🚀 Dynamic Arrays
One formula. Multiple results.
Functions like UNIQUE, FILTER, and SORT automatically update when your data changes—eliminating repetitive formulas and manual updates.
✅ Reduce manual work
✅ Keep reports current
✅ Analyze data faster

🤖 Copilot in Excel
Your AI-powered data assistant can help with:
✅ Building formulas faster
✅ Creating visualizations with ease
✅ Gaining insights in seconds

Ask Copilot questions in plain language, such as:
• "Summarize project performance trends."
• "Show me the top 10 clients by revenue."
• "Create a chart of monthly utilization rates."
• "Help me create a formula to calculate project profitability."
💡 Where to find Copilot: Look for the Copilot icon in the lower-right corner of your Excel window.

Small Excel tips can lead to big productivity gains! 📊

Have questions? We would love to chat further! Reach out to [email protected]

☀️ H.H. Morgan July 2026 Newsletter ☀️

Just in case you missed our July newsletter, check out the latest insights, tips, and updates from the H.H. Morgan team:

🌿 We All Need Rest: Purposeful Quiet – A thoughtful message on the importance of slowing down, recharging, and creating space for intentional rest.

🚀 Vantagepoint Update – Learn about the transition from Contract Management to Compensation and what it means for your firm.

🔄 Prepare Vision to Vantagepoint – This month's migration tip focuses on Workflows to help ensure a smooth transition.

💳 Deltek Marketplace Partner Spotlight – Discover how Payroc can help streamline your payment processing.

🤝 Deltek June User Group Recap – Catch up on the key takeaways and discussions from our latest user group meeting.

📅 Deltek A&E Community Day – Join us in Raleigh, NC on August 25th for a day of learning, and networking.

📋 Contribution from C-Ben – Learn why benefit costs don't have to be a guessing game with practical strategies for employers.

💰 Proverbs Partners Update – Financial coaching insights to help you build confidence and achieve your financial goals.

🌟 Team Highlight – Get to know Faith Mason in this month's fun "This or That?" feature!

✨ Plus additional resources, updates, and insights to help your business thrive.

👉 https://conta.cc/4ezsITI

💡 Wisdom Wednesday with Jessica 💡

📢 Registration is now OPEN for Deltek Community Day – Raleigh, NC!

Join fellow Deltek Vantagepoint users for a half-day of learning, networking, and discovering new ways to maximize your Deltek solution. Whether you're in accounting, project management, marketing, finance, or operations, you'll gain valuable insights, hear from industry experts, and connect with peers. Breakfast and lunch provided!

🎉 H.H. Morgan is proud to be a sponsor of this year's event!

📅 Tuesday, August 25, 2026
🕒 8:30am-1:00pm ET (1-2pm is optional open office hour)
📍 AIA NC Center for Architecture and Design, 14 E. Peace Street, Raleigh, NC 27604

👉 Register Here: https://events.deltek.com/8g1XKV?RefId=Email-UG

We can't wait to see you in Raleigh!

💡 Wisdom Wednesday with Jacki | Billing Terms Tips & Tricks in Deltek Vantagepoint 💡

Did you know a few simple billing setup strategies can save time, improve consistency, and reduce billing errors?

Here are a few of our favorite tips:
✔️ Create template projects with preconfigured billing terms for faster, more consistent project setup.
✔️ Use Labor Categories to manage billing rates by role instead of updating individual employees.
✔️ Set Billing Limits to help prevent accidentally exceeding contract values.
✔️ Choose the right labor billing method based on your firm's needs—many organizations find Rate Tables and Labor Categories easier to maintain over employee cost-based multipliers.

Small improvements to your billing setup can make a big difference in efficiency and accuracy!

Have questions? We can help! Reach out to us at [email protected]

Source: https://learning.deltek.com/

💡 Wisdom Wednesday with Joy 💡

📢 Registration is now OPEN for Deltek Community Day – Raleigh, NC!

Join fellow Deltek Vantagepoint users for a half-day of learning, networking, and discovering new ways to maximize your Deltek solution. Whether you're in accounting, project management, marketing, finance, or operations, you'll gain valuable insights, hear from industry experts, and connect with peers. Breakfast and lunch provided!

🎉 H.H. Morgan is proud to be a sponsor of this year's event!

📅 Tuesday, August 25, 2026
🕒 8:30am-2:00pm ET
📍 AIA NC Center for Architecture and Design, 14 E. Peace Street, Raleigh, NC 27604

👉 Register Here: https://events.deltek.com/8g1XKV?RefId=Email-UG

We can't wait to see you in Raleigh!