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VPVI-39:Building a Customization Palace on Vision’s Foundation
Ward Slager, Technical Associates
WARD SLAGER MSME, MDIV, OSHA30
40 years > Educator: Undergrad Physics, Engineering
Engineer: Alternate energy; USAF tech manuals
Project Manager: Pulp & Paper, Consumer products
Corporate Safety Manager (Engineering & Construction)
IT: Enterprise software support
Procure/deploy Sema4 - 1999
Migrate to Deltek Vision - 2010 (now 7.6, CU41)
Upgrade to Vantagepoint - 2020
INTRO
“VISION” A VISION CUSTOM APP / Report FOR EVERY CORPORATE NEED
STRATEGY Four main concepts:
> What is my data and who needs it?
> How do I build a custom APP / Report? (by example)
> What needs aren’t “out of the box”? (i.e. custom)
> What magic makes customizations fast and friendly?
MOTIVATION Be KINGS/QUEENS of the PALACE as well as EXPERTS at your office.
OVERVIEW
FEES, REIMBURSABLES, CONSULTANTSProject “detail” from Employees (timesheets, expense reports) & Vendors (POs, invoices)
HUMAN RESOURCES, RECRUITING, PAYROLL, PURCHASING
PROJECTSPROJECTS << PHASES << TASKS
Engineering / Supervision / LaborResource Plan (human & material); Execution: Budget, Schedule, Quality, Safety
CLIENT / PROJECT MANAGERS
Clients, contracts;
Project status (RPC, detail/summaries);
Accounts Receivable
BUSINESS MANAGER
& ACCOUNTING
Weekly, Monthly, Quarterly, Annual Cycles
CORPORATEFinancials
> What is my data and who needs it? DATA PYRAMID
For example:
> How do I build a custom APP / Report?
DESCRIBE Respond to User(s) need: Write a “Spec” & identify Resources
DIAGRAM Detail the process in a Diagram: Input => Process => Output
DETAIL Vision - User Defined Components (UDC)
MSoft - SQL Server Management Studio (SSMS)
Vision - Scheduled WorkFlows (SWF)
Vision - Screen Designer
DEPLOY TEST, ERROR TRAP, TRAIN , TRY IT OUT, TWEAK
LET’S DO IT!!
DESCRIBE! PayrollWrite a Spec …
1. Validate an employee’s SOCIAL SECURITY NUMBER
2. Validate spelling of an employee’s NAME
3. Validate easily, quickly AND obtain an OFFICIAL RECORD.
Kim from Payroll calls or emails you and says,
Ward, I desperately need 100% accurate employee datafor income tax reporting and payment … I need to
DESCRIBE!
As you talk, she also says something very helpful:
I think SSA has something that helps do thisIF I can get them our data from Vision …
Collaboration is a MUST for success of ALL Customizations!
… Identify Resources
DESCRIBE!… Identify Resources
SSN eVerify
https://www.ssa.gov/bso/bsowelcome.htm
DIAGRAM
Input
=> Process
=> Output
Vision Custom App:
SSNVS eVerify
Enter Date Hired,
on or after
Payroll Administrator
navigate to
Payroll >> SSNVS eVerify tab;
Search for PY
REFRESH
YesData incorrect or
missing?
Stored Procedure
Updates grid
No
Correct / Add
Employee data
Export to Excel
Correct
Employee data
Download
& Review Results
Copy / Paste
Into .prn Template
Verification Failed?
BSO Verification
Upload to
SSO BSO SSNVS
Next Day
Yes
No
Store BSO download
In EE records
Build the custom APP DETAIL
User Defined Components
. . . . . . . . . . Info Center + Tab(s) + Field(s) + Grid(s)
Sequel Server Management Studio
. . . . . . . . . . SQLs + Tables => Stored Procedures
Scheduled WorkFlows
. . . . . . . . . . . Stored Procedures
Screen Designer. . UDCs + Workflow Buttons + Labels
DETAIL
UDCs
- Grid
WHEN COMPLETE
Tip:
Standardize
UDC names
TACG_IC_TAB_TITLE/CAPTION
DETAIL
SSMS: SQL
Stored Procedure
Custom Field
Custom Grid
Tip: Comment
on essentials
Tip: “Enter”
to separate
lines for clarity
Tip:
Standardize
S.P. names
TASP_IC_TAB_ACTION
DETAIL
SWF
TASP …
WHEN COMPLETE
DETAIL
Screen
Designer
UDCs
Grid
Field
Workflow Button
SWF
WHEN COMPLETE
(VARIOUS “TOOLS”)
DEPLOY
TEST (ERROR TRAP)
TRAIN HOW-TO
USERS TRY
TWEAK(!)
UPLOAD TO SSO-BSO
RESULTS FROM SSO-BSO
WHO CAN SEE AND TO USE THIS APP / REPORT?
A GENTLE REMINDER ABOUT SECURITY
> ROLE SETTINGS – CHECK Info Centers; ADD Tabs
> SCREEN DESIGNER – SET LOCKED / HIDDEN ROLES
--Set for each UDC & entire grid OR individual columns
DEPLOY
What other needs aren’t “out of the box”? UDICS!
12 User Defined Info Centers => 100+ tabs (“APP”s, Reports)
Project
Project Mgmt
REPORTS
EXAMPLE
PROJECT
SUMMARIES
Fields
Workflow Button
Grids
A FEW “NOT-OUT-OF-THE-BOX” CUSTOMIZATION EXAMPLES
ACA HEALTH INSURANCE TRACKING REPORT
ANOTHER “NOT-OUT-OF-THE-BOX” CUSTOMIZATION
MOBILE TIMECLOCK INTEGRATION APP
AND ANOTHER “NOT-OUT-OF-THE-BOX” CUSTOMIZATION
OSHA SAFETY TRAINING TRACKING APPTip:
Link to EE’s
supporting
documents
MORE MAGIC TIPS
“FEEDBACK” FIELDS
MORE MAGIC TIPS
“USER FRIENDLY”
GRID SORTING
1- ADD SORTORDER
COLUMN TO GRID &CHECK SORT - UDC
3- HIDE SORTORDER
COLUMN IN SCREEN DESIGNER
2- ADD SORTORDER
TO SQL.
MORE MAGIC TIPS
“WHAT ARE MY OPTIONS” FOCUSED SQL SEARCHES:
MORE MAGIC TIPS
“FOR YOUR EYES ONLY” SECURE USER ACCESS:
TO LIMIT WORKFLOW EXECUTION TO SPECIFIC USER(S),
USE IF & DBO.FW_GETUSERNAME() IN STORED PROCEDURES
