Migration guide
Export Vantagepoint hubs and project labor to CSV, map them to Pike templates, and connect your ledger and Salesforce. Budget five to six weeks to cutover.
Available now
Vantagepoint exports any hub list view to CSV, and the Exports utility under Utilities → Imports & Exports → Exports builds repeatable extracts from the fields you choose.
Full use of the Exports utility assumes a basic understanding of SQL, and a system administrator grants access in Role Security Settings. Ask your Vantagepoint administrator to build the definitions and run them as CSV.
Available now
Vantagepoint connects to QuickBooks Online through Deltek Unionpoint, includes a prebuilt export definition for Xero, and imports Salesforce opportunities as In Pursuit projects. Pike connects to all three, so finance and sales work from the same ledger and CRM through the move.
If the Vantagepoint Accounting module is your general ledger, plan with finance which accounting system Pike connects to before week two. Pike has no Vantagepoint integration.
Entity map
Column one uses Vantagepoint hub names. Projects break down into phases (WBS 2) and tasks (WBS 3), and billing terms can differ at each level. Pike matches people on the email in each employee’s contact information.
Pike: Customers
Carries over: Firm name and the Client flag. Each project names its firm in Billing Client.
You set in Pike: Customer number, currency and VAT ID.
Template columns: customerName, customerNumber, taxVatId, mainCurrency
Pike: Customer contacts
Carries over: Name, title and email. Check whether your export includes the firm each contact belongs to.
You set in Pike: One row per contact and customer.
Template columns: customerNumber, name, email, title, phone
Pike: Projects
Carries over: Project number and name, Billing Client, charge type (Regular, Overhead or Promotional), stage and compensation.
You set in Pike: One billing type per project, from the labor method in its billing terms, and a project lead.
Template columns: projectNumber, title, customerNumber, status, billingType, budgetAmount, budgetHours, hourlyRate, startDate, endDate, leadEmail
Pike: Phases
Carries over: Phase number and name under each project.
You set in Pike: Phase dates, if you plan by phase.
Template columns: projectNumber, phase, startDate, endDate
Pike: Tasks
Carries over: Task number and name under each phase.
You set in Pike: Assignee and due date.
Template columns: title, projectNumber, phase, assigneeEmail, dueDate
Pike: Members
Carries over: Name, email in the Summary pane, status (Active or Terminated), and the job cost rate on the Accounting tab.
You set in Pike: Workspace role, team and a cost profile.
Template columns: email, displayName, team, position
Pike: Project hourly rates
Carries over: Labor method per project, phase or task (Rate table, By Category, By Labor Code or Rate times multiplier), with override tables.
You set in Pike: One `hourlyRate` per project, from the rate that covers most of its labor.
Template columns: hourlyRate (Projects)
Pike: Time entries
Carries over: Project labor rows from the Project Labor Export report. Check whether your export includes employee email, phase and task.
You set in Pike: Set `approvalStatus` from your timesheet approvals, and `invoiced` from the billed status in Interactive Billing.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus, invoiced
Pike: Expenses
Carries over: Expense lines from the Expenses tab of Interactive Billing. Check its header row against the template.
You set in Pike: Billable status, from Bill by Default on the project where the export shows none.
Template columns: date, amount, projectNumber, email, category, description, billableStatus
Pike: Allocations
Carries over: Planned labor hours and amounts by week from the Planning Data Export utility.
You set in Pike: One row per person, project and week range.
Template columns: email, projectNumber, startDate, endDate, hoursPerWeek
Pike: Invoice history (from your ledger)
Carries over: Pike has no CSV template for invoices. Keep Vantagepoint invoice files in your archive.
You set in Pike: Connect the accounting system and run Import data. New invoices go out from Pike from cutover.
Pike: Deals
Carries over: Pursuits you track before a win. Vantagepoint fixes a project’s charge type once set.
You set in Pike: Value, probability and expected close date.
Template columns: title, customerNumber, status, value, probability, closeDate
Vantagepoint sets billing terms at project, phase and task level and uses the lowest level that exists. Pike reads one `hourlyRate` per project, so take the rate from the billing terms that cover most of each open project’s labor.
Vantagepoint costs labor from the employee’s job cost rate on the Accounting tab of the Employees hub, unless a cost rate table overrides it on the project. Set each Pike cost profile from the job cost rate, and compare margin on projects with a cost table.
Fill `budgetAmount` from project compensation and `budgetHours` from the Budget worksheet where you plan hours. Projects with an Overhead charge type map to `nonBillable`.
The plan
The same steps as the main migration guide, with this tool's screens and settings.
Week 1
Migration owner, Vantagepoint administrator
Week 1 · Migration owner, Vantagepoint administrator
The files you export in week one are what Pike imports. Freeze edits in Vantagepoint before you export.
Done when: Hub exports, labor files and the planning file in one folder, the export date written down, and a cutover Friday on the calendar.
Week 1 to 2
Operations lead
Week 1 to 2 · Operations lead
Work in copies of the Vantagepoint files and keep the raw folder untouched. Rename columns to Pike template columns as you go.
Done when: Every project row has a project number, a customer number, a billing type and a budget.
Week 2
Workspace admin
Week 2 · Workspace admin
Admins set up Pike before the first upload, so imported projects have a lead and imported members have a team.
Done when: Admins and leads are in Pike. Finance sees the same customer list as the ledger.
Week 2 to 3
Workspace admin
Week 2 to 3 · Workspace admin
Upload under Workspace settings → Integrations → CSV. Pike reports a missing customer number, project number or email with its line number.
Done when: Client, project, employee and last-month hour counts match Vantagepoint.
Week 3 to 5
Delivery lead, finance
Week 3 to 5 · Delivery lead, finance
The CSV route has no ongoing sync. The pilot team logs time in Pike only, and everyone else fills in Vantagepoint timesheets until cutover.
Done when: One invoice sent from Pike. The pilot lead signs off.
Week 5 to 6
Migration owner
Week 5 to 6 · Migration owner
Close Vantagepoint timesheets on Friday evening and upload every hour logged there since your first export.
Done when: Time admin shows every active member by Monday afternoon. Vantagepoint shows no labor after Friday.
Week 6 to 9
Finance
Week 6 to 9 · Finance
Done when finance closes a month without opening Vantagepoint.
Done when: Month closed in Pike. Vantagepoint exports saved with two owners. Deltek notified.
Rebuild
Questions
A list view export runs as a request, and Vantagepoint posts the file to the Notification Center when it is ready. Exports over 500 records in the Projects, Employees, Firms and Contacts hubs run on the process server.
List view exports need a user ID mapped to an employee record. Ask your administrator to link your user to your employee record, then request the export again.
The Exports utility writes .csv, .txt, XML and JSON, and saves to a workstation, a network location, FTP or email. Choose .csv for Pike, and use Integrations Manager to run several definitions in one go.
Vantagepoint uses Promotional projects to collect costs before a contract is won, and fixes a project’s charge type once set. Recreate open pursuits as Pike deals, and upload closed Promotional projects as `nonBillable` if you want their history.
Pike has no CSV template for invoices. If Vantagepoint sends invoices to QuickBooks Online or Xero, connect that system to Pike and Pike imports customers and invoice history from the ledger.
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