Download pptx - Deltek Insight 2011: Costpoint 7 The User Experience

CP-174Costpoint 7 The User ExperienceWarren Linscott

Director Product Strategy & Management

Dmitry Tyles

Sr. Director Deltek Engineering

DisclaimerThe information shared today regarding plans & product features of Costpoint (v7) are considered confidential. Furthermore, this session does not represent a commitment on the part of Deltek to deliver functionality beyond what is discussed today, nor does it obligate Deltek to deliver the Costpoint 7 product for production use within any specific timeframe.

2Copyright © 2011 Deltek, Inc.

Session Agenda

Costpoint 7 Overview

Beta 2 Scope

Costpoint 7 Architecture

User Login

User Login

Primary Navigation

Bread Crumb Navigation

Global Menu & Toolbars

File Menu

Global Tool Bar

Navigation Toolbar

My Menu

Open Applications

Main Menu

User Preferences

Changing Companies

Logout

Application tool bar

Applications

Result sets, Tabs, & Subtasks

Table & From View

Look ups

Calendar

Un-editable fields & required field indicator

End User Personalization & Administrative Features

Common Words

Profile Manager

Content Management Integration

Job Server

Documentation

Getting Started Guide

Release Notes

Quick Reference Card

Online Help


4 Copyright © 2011 Deltek, Inc.

Key Takeaways

Key architecture differences between CP 6 and 7 High-level Costpoint 7 scope & upgrade considerations Logging into Costpoint 7 Getting around in Costpoint 7 End User Personalization Documentation & Online help for Costpoint 7

Costpoint Client Server Architecture

Copyright © 2011 Deltek, Inc. 5

Costpoint 7Architecture

10.3.3 11

Oracle 10g/11gMSS

2005/2008

BrowserIE 7 & 8

Costpoint 7 is a 100% browser based application. Only Internet Explorer 7 & 8 are currently supported. I.E. 8 is recommended.


CP7Enterprise Architecture

Presentation Tier

Ubiquitous access to all Costpoint applications via the web — No more client-server

Enterprise Platform

Web Services Integration Console Enhanced Batch Processing Robust Reporting Architecture New Content Management System Integration Improved Security Model Ability to extend processes and business rules

Database

Same as client server. Easy upgrade, no data migration


CP7 General Scope

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Accounting People MaterialsGeneral Ledger Employee Product DefinitionMulticurrency Labor Bills of Material

Accounts Payable Leave RoutingsAccounts Receivalbe Payroll Engineering Change NoticesCash Management Compensation Procurement Planning

Fixed Assets Personnel PurchasingConsolidations Affirmative Action Receiving

Deferred Compensation Admin InventoryProjects Benefits Production Control

Project Setup Sales Order EntryAdvanced Project Bugeting Administration Master Production Scheduling

Budgeting and ETC System Administration Materials Requiements PlanningCost and Revenue Processing Security Materials EstimatingProject Inquery and Reporting Job Management

Billing Workflow NASA 533s

Inter-Company Work Orders

Copyright © 2011 Deltek, Inc.

CP7 New Features

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Accounting People MaterialsCash receipts preprocessor Pro-rate capabilities for

timesheetsUpgrade PO Voucher Preprocessor

Fixed asset preprocessor Print checks in alpha order Download UID and RFID from 3rd party label generation

Positive pay functionality Leave reconciliation Update sales order entry to use project revenue setup

Vendor master preprocessor Add new MPS consumption option Add UID functionality to manufactured

parts (FAR 45)

Projects Administration Core InfrustructureACRN/WAWF improvements Comon Lable Customization Web usability improvements

Restricting revenue for closed periods UI Profile Manager Redesigned Application Menu

Status on open billing detail report Content Management Integration Improved options for local printingBilling rounding Job Server Enhancements Extensibility (through Deltek Services)

Additional 3rd Part Platform Support


CP7: De-Supported Features

All Client Server components

The Travel Module

Tool Kits (replaces with individual web applications where applicable)

ERMS Interface

Deltek Contract Manager (DCM)

Deltek Contract Website (DCW)

Primavera Integration

MS Project 2007 Standard Edition integration


CP7: Upgrade Considerations

Saved Parameters

Will not be migrated from Client Server to Costpoint 7. Users should take a screen shot or print screen of commonly used saved

parameters to reference when recreating them for testing.

Screen Customizations:

From client server or CPWeb will not be migrated to Costpoint 7 A new profile manager has been created to allow screen personalization to be

applied to multiple users through assignment to user groups.

Users & User Security:

Users can be migrated from Client Server to Costpoint 7 User security can be migrated from Client Server to Costpoint 7,however, the

module assignment of some applications has changed and should be reviewed.

(Check with your system administrator for details on your user account )


User LoginStarting CostpointCostpoint is a Web browser-based application. You will need to obtain the URL of the Costpoint application environment that you wish to login to. The combination of the URL and the System field represent a distinct Costpoint 7 instance.


User LoginStarting CostpointThe first time you login to a Costpoint 7 instance you will need to enter your Username, Password, and System. Click the “Remember log in information” checkbox and your user name, system, Application, Company, & Validation Frequency will be retained when you return.


User LoginStarting CostpointIf your user account is new, you will be prompted to change your password.


Main MenuUpon Initial Log in you will be directed to the open Domain menu. From here you can drill down into the modules in each domain…


Main MenuThen into the chosen activity area and application you whish to open.


Main Menu: BreadcrumbsAfter selecting an application, the navigation path will remain in the form of a “bread crumb trail” indicating where you currently are in Costpoint.


Main Menu: Opening Additional ApplicationsSimply Click anywhere on the breadcrumb trail and the menu will be displayed with the navigation path of the current application highlighted. Simply selected another application to open it. Note that this will not close the application that you currently have open.


Login Demo

Getting Around Costpoint 7


Global Toolbars & MenuGlobal Menu: These menu options are always available and provide quick access to frequently used features. They contain a quick reference to shortcuts as well.


Global Toolbars & MenuGlobal Toolbar: These toolbar options are available once you open an application, and you can configure which display and if labels are active per application by user. The tools themselves will be active or inactive based on the type of application currently open.

1. Save2. Save & Continue3. Look-Up4. Refresh5. Clone Record

6. Default Action

7. View Action\Report status8. Execute9. Page Setup10. Print Setup

11. Preview12. Print

13. Reset View14. Messages15. Workflow

1 2 3 4 5 6 7 8 9 10 11 12 13 14

Split Buttons: Several of the toolbar actions have split buttons. They are indicated by the down arrow next to a given toolbar icon. Click on the down arrow to receive additional options for this action.

Note: full descriptions available in the getting started guide


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Global Toolbars & MenuGlobal Toolbar: These toolbar options are available once you open an application, and you can configure which display and if labels are active per application by user. The tools themselves will be active or inactive based on the type of application currently open.

Top-level Toolbar Configuration

Active action Inactive Action

Global Tool Bar with labels on


Global Toolbars & Menu

Navigation Toolbar: This toolbar enables easy navigation while working in Costpoint. The tool bar contains My Menu, Open Applications, Main Menu, Breadcrumbs, User Profile, Change Company, and User Logout.

My Menu

Open Applications

Main Menu & Breadcrumbs

User Profile

Change Company

User Logout.


Global Toolbars: Navigation Toolbar

Navigation Toolbar: My Menu is used to have easy access to frequently used applications. Users can add any menu items which they have access to their My Menu. A custom hierarchy can be made to group My Menu items together as shown below:

The Configure User Preferences application can be opened through the link at the bottom of My Menu for easy management My Menu


Global Toolbars: Navigation Toolbar

Navigation Toolbar – My Menu: Users can add or remove custom headers and applications as they wish or they can replace or append their My Menu with My Menu’s created by administrators in the system.


Global Toolbars: Open ApplicationsNavigation Toolbar: The Open Applications window allows users to navigate between applications they have previously opened. This window will allow users to close one or all open applications as well as provide icons indicating if there is unsaved data within an open application.

Note: There is no limit to the active sessions a user can have open at one time which will enable users to view more than one application at a time through different browsers. Depending on your browser version there are some steps required to allow this which will be provided in the documentation.


Domain

• Accounting

• Projects• People• Material

s• Adminis

tration

Module

• Approximately 42 distinct areas, divided by function within each domain

Area

• Master Data

• Process-oriented Flows

• Reports• Audit

Reports• Module

Utilities• Interfaces• Controls• Administr

ative Utilities

Global Toolbars: Main Menu

4 tier drill down menu (Domain \ Module \ Action Area \ Application)

Bread Crumb Navigation

Easy Access to any menu tier from current application

Consistent naming & placement of applications

Access to menu items based on your user or user group security


Global Toolbars: Main MenuNavigation Toolbar: The Main Menu has been redesigned to be similar to the client server versions of Costpoint with subtle improvements. To be more consistent applications have been arranged under their functional areas according to logical process flows. Additionally, many tier 4 application areas have applications grouped under subheadings for better organization.


Global Toolbars: User PreferencesNavigation Toolbar: The User Preferences window provides context to which company, system and validation level the user is currently logged into in addition to providing access to manage the global toolbar, application layout, and my menu.


Global Toolbars: Change Company

Navigation Toolbar: My Menu is used to have easy access to frequently used applications. Users can add any menu items which they have access to their My Menu. A custom hierarchy can be made to group My Menu items together as shown below:


Global Toolbars: Logout

User Log off: You can log off Costpoint at any time by clicking the “power off” icon in the upper right of your Costpoint 7 screen. You will be redirected to the login page. To login again simply click on the Log in to Costpoint link.


Global Toolbar Demo

Global Toolbars & Menu: Application Toolbar

Application Toolbar: This toolbar displays in every application or result set in Costpoint. Use it to create new records, query for, and manage existing records.

1. Add New Record2. Duplicate Record3. Delete/ Un-Delete

Record4. View Attachments

Content Management Integration

5. First Record

6. Previous Record7. Result Set Context8. Refresh Result set9. Next Record10. Last Record

11. Toggle Table View / Form View

12. Query / Saved Queries13. Form View Select

Record14. Close Application

1 2 3 4 5 6 7 8 9 10 11 12 13 14

Note: full descriptions available in the getting started guide


Application Toolbar: QueryFind & Query: Find and Query have been combined into a single window accessible via the application tool bar. Both Find and Query searches can be saved for each individual user and accessed via the query split button on the application toolbar.


Application Toolbar: QueryFind: The primary fields of the application transactions are available to search on. A qualifier is provided depending on the field type. Users can perform a record count, save their basic query, reset the query or execute it by clicking the search button.


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Application Toolbar: QueryQuery: The query tool has been enhanced to provide consistent tools to manage each condition. Users can change the order of conditions, replace, or delete them. Users can perform a count, save the query or reset the query.


Application Toolbar: QuerySort: Users can add multiple sort criteria to their queries which can be saved along with the conditions. Sort conditions can be moved up or down or deleted.


Application Toolbar: QuerySaved Queries: Costpoint 7 allows users to save quires for future use by user anywhere that the query tool is available including application parent & child result sets, subtasks, and lookups. Users can manage their saved queries in the fourth tab of the query window where they can review, clone, and delete saved queries. Saved queries can be accessed from the application tool bar by clicking on the query split button as shown below.


Applications: Form ViewForm View: Application parent, or header result set’s will be displayed in a form view by default. The form views have been designed to present the user with a standard field layout. Note that during the conversion from client server to the web some fields may have been moved or shifted from the initial tab to subsequent tabs for continuity with their purpose. The form view is static and cannot be manipulated at this time accept through extensibility services.

Static Transaction Identification

Transaction data in tabular format


Applications: TabsTabs: Most applications will have multiple tabs in both the parent and child form views. Each tab has been created to group fields together to align with their purpose on the transaction. Users can switch between tabs by clicking on the tab header. The highlighted tab will be displayed as the ones below in blue as apposed to the hidden tabs in grey.


Applications: Table ViewTable View: Also known as grid view for child or detail records in client server is a very powerful feature in Costpoint 7. Users have the ability to switch any parent or child result set to table view where they can manipulate the column order and fencing to accommodate their preferred way of managing the transactions and data within a given application or result set. Users can now work on multiple transactions in a given result set at one time rather than one by one as with client server.


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Applications: Child Result Set Form View

Client Form view: In Costpoint 7 users can now view detail or child result sets in form view as well as table/grid view. When doing so there may be multiple tabs associated with the form view as shown in the example below.


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Applications: Subtasks

Subtasks: In Costpoint 7 subtasks associated with a given application are generally represented by links or in some cases buttons. Upon clicking on a subtask link a float window will be displayed to the user often containing an application tool bar specific to the subtask. Simply close the subtask by clicking the ok button or the X in the upper right of the floating window.


Applications: Field Level LookupsLookups: In Costpoint 7 users can execute lookups to populate a field from the field itself. Lookups are designated by a light blue bar at the end of each field having a lookup. The user simply need to mouse over the end of the field and click on the magnifying glass to launch the lookup for that field. Users can enter a partial value before executing a lookup to narrow their search without using the query tool with in the lookup.

Lookup indicator Lookup icon

Lookups are available in table view as well. The lookupIcon will show when the cursor is in a field or when your cursor is over the field


Applications: Date Picker

Date Picker: The date picker has been modified for easier date selection. Users can use the arrows to quickly find the correct month and year before selecting the day. Users may enter dates directly in the fields as well.


Applications: Additional Features

In Costpoint 7 there are a number of additional queues to help the user complete tasks. For example, un-editable fields are now shaded gray and required fields are marked with a red asterisk

Un-editable field Required Fields


Basic Application Demo

Documentation

DocumentationPDF Documents such as the getting started guide, release notes, testing guidelines, menu mapping, and quick reference cards should be reviewed by each user and are available when Costpoint 7 is downloaded.

Please check with your system administrator for these documents when beginning your upgrades to Costpoint 7.


Release Notes (PDF)

– Known defect repairs between 6.1 SP2 and CP7 Beta R2

– Known issues

– De-Supported features

Getting Started Guide (PDF)

Quick Reference Guides (PDF)

– User Interface

Menu mapping for Costpoint Core apps (PDF)

Installation and configuration & Technical guides (PDF)

Online help – available through Costpoint 7 user interface

Documentation



Documentation



Documentation Demo

Copyright © 2011 Deltek, Inc.54

User Interface: Costpoint 7 vs. Client-Server

Costoint 7 vs. Client-Server


Web menu only displays applications a user has rights to

Ability to work with most screens in both Table and Form views interchangeably

Ability to make changes to multiple documents and then save them all at once

All error messages are displayed at once rather than one by one

Multi-level document cloning

Ability to run processes and reports in “batch” (background) mode

Enhanced lookups Automatic lookup filtering (smart lookup) Full query support in lookups

Undo changes for a selected document or a subtask

Costoint 7 vs. Client-Server


Enhanced reporting Ability to save any report to an archive and view it later Table of contents within a report Display your own logo Ability to view multiple reports at once New delivery options: E-mail with attachments, Archive File format options: Excel, PDF, RTF, XML

New UI paradigms and features in Costpoint 7 drive efficiency.

Users will likely be more productive if they adopt them than if they use

Costpoint 7 in the same way as they did Client-server


User Personalization

Global Toolbars & MenuGlobal Toolbar configuration window: Tool icons can be added, removed, or repositioned. The labels can be activated or deactivated for the entire toolbar.


Applications: Table View Saving Custom Screen Layout: Users can change their table view layout by simply dragging and dropping columns and then saving the Current Application Layout in the User Preferences window on the Navigation Toolbar.


Applications: Table View Resetting Custom Application Layouts: Users can revert back to the standard application layout at any time by clicking on the reset link under Current Application Layout in the User Preferences window on the Navigation Toolbar.


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Applications: Custom Application Layouts

Custom Application Layouts: Apply to more than just an individual table view result set. They apply to the entire application. Users can manipulate the table views of different result sets within an application and save them together.


Administration – User Interface Profiles

The User Interface Profile application has been added to allow a system administrator to define default personalization profiles for user groups. A unique profile first needs to be created and associated with the desired user group.



Each profile can contain multiple screen layout modifications.



My Menu defaults can be created in the user profile manager just as they can within the user preferences.


Administration: Standard Label Customization


There are several standard terms that are used throughout Costpoint which can be changed on a system wide basis. This feature would allow clients to change the standard term “Project” to “Contract” to align better with how terminology is used within their organization.


Content Management Integration (CMI)

CMI – functional overview


CMS = Content Management System

Features enabled by CMI:

Ability to link a document in Costpoint with a document in CMS E.g. link a scanned image of a receipt to a voucher

Ability to pre-populate Costpoint documents based on scanned documents in CMS E.g. a new voucher can be pre-populated based on a scanned and OCR-ed

voucher

Ability to view linked CMS documents from within Costpoint

CMI – functional overview


Features enabled by CMI (continued):

Linked CMS documents will stay attached with Costpoint document as it is being processed through various applications E.g. link for attached invoice will not be lost after posting an invoice and will

be available in Voucher History application

Ability to use CMS as a replacement for shared network folders: Ability to “print” from Costpoint directly into CMS Ability to point Costpoint pre-processors/interfaces directly to documents in

CMS

For more information please attend CP-214 Extending Costpoint 7: Content Management


CMI – end user view A user can link/view a document from Sharepoint and sync up properties


CMI – Configuration applicationsAfter registering your SharePoint instance in Costpoint Configuration Console you

can proceed with enabling/configuring CMI integration in Costpoint applications

Costpoint 7 Job Server


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Logical Model

Single service (clustered or non-clustered deployment) Same functionality of client server

Grouping application in jobs Stop or continue if one application in a job fails Etc.

Physical Model

Deployed on every application server instance Available instance picks up the next job

Dedicated Job Servers

Use dedicated application server for specific queue(s) Support up to ten dedicated application server instances




Oracle: Support for SQL Parallel Execution

Costpoint 7Job Server can utilize parallel SQL

Takes advantage of multiple CPU for a single SQL statement execution to improve performance

Support for parallel SQL to include DML statements KB# 40944 lists optimized applications 20 step financial closing batch runs twice as fast compared to C/S Some applications such as Update PSR and Create Project Report Tables run

3-4 times faster

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New Configuration Application – Application Batch Job Rules (PMMSETNG)

Allows you to specify: Which applications can run interactively Which queue to submit the application to Whether or not users can change the queue

If an application fails because another user is running it, you can specify: Number of automatic retries Wait time for retries System settings available as defaults


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Questions?



Call to Action

Contact your Deltek Global Services representative for details on upgrades Come see Costpoint 7 at the Expo Hall