Matidor + Deltek Vantagepoint Integration: Sync Project Budgets Automatically
Connect Matidor with Deltek Vantagepoint and keep your project budgets automatically synced, no manual data entry needed. In this tutorial, we walk through the full setup process, from configuring the integration to importing budgets and activating nightly syncs, so your financial data is always up to date inside Matidor.
This integration is ideal for project managers, Workspace Managers, and finance teams who already use Deltek Vantagepoint and want live budget visibility alongside their field project workflows.
In this video, you will learn how to:
✅ Connect Matidor to Deltek Vantagepoint
✅ Import Deltek budgets into your project
✅ Browse and select budgets across multiple hierarchy levels
✅ Set up automatic nightly syncs and trigger instant updates
Once set up, Matidor automatically pulls in your Deltek budgets and keeps them refreshed nightly, giving your team real time financial visibility without leaving Matidor.
Click here to learn more or sign up for a free demo.
Transcript
What This Video Covers
Learn how to connect Matidor with Deltek Vantagepoint and automatically sync project budgets without manual data entry. This tutorial walks through accessing the Integrations area in Matidor Settings, configuring the Deltek connection, importing budgets using the Deltek Vantagepoint ID dropdown, selecting budgets across multiple hierarchy levels, and activating nightly syncs to keep your financial data current. By the end, you will know how to bring your Deltek budgets into Matidor and keep them updated automatically.
Who This Is For
This video is for Workspace Managers, project managers, and finance teams who already use Deltek Vantagepoint and want live budget visibility alongside their field project workflows. It is also relevant for engineering consultants, oil and gas project coordinators, environmental project managers, and construction leads who manage budgets in Deltek and need those figures reflected in real time inside Matidor. If your team is tired of manually reconciling budget data between systems, this integration eliminates that step entirely.
Step-by-Step Walkthrough
Start by navigating to the Integrations area under Settings in Matidor. This section is only accessible to Workspace Managers. From there, select the Deltek integration option and fill out all required connection details, then click Connect. Once configured correctly, the status next to the Deltek title will update from Not Connected to Connected, confirming the link is live.
With the connection established, navigate to an existing project and open the Budget tab. When adding a new budget, you will now see an option to import Deltek budgets. A new dropdown called Deltek Vantagepoint ID will appear, displaying all available budgets from your Deltek account, including up to three levels of budget hierarchy. Use the search function to find specific budgets quickly, then select one or multiple entries as needed.
After clicking Save, Matidor automatically pulls the selected budgets into the system along with their active costs. The imported budgets appear directly inside your project, making it straightforward to track and manage financial data alongside your project workflows. From this point forward, Matidor performs a nightly sync every day at 6:00 AM UTC to keep your Deltek records and project budgets up to date. If you need an immediate refresh, use the Sync Now button for an on-demand update at any time.
Key Takeaways
The Matidor and Deltek Vantagepoint integration removes the gap between your financial system and your field project management platform. Budget data flows in automatically, syncs nightly, and stays accessible to your entire project team without anyone needing to export, upload, or reconcile files manually. This keeps your approved budgets, accumulated costs, and remaining balances accurate and visible wherever work is happening. Start syncing your Deltek budgets in Matidor today.
Click here to learn more or sign up for a free demo.