Deltek Insight 2011: Costpoint 7 The User Experience

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  1. 1. CP-174Costpoint 7The User ExperienceWarren LinscottDirector Product Strategy & ManagementDmitry TylesSr. Director Deltek Engineering
  2. 2. DisclaimerThe information shared today regarding plans & product features ofCostpoint (v7) are considered confidential. Furthermore, this session doesnot represent a commitment on the part of Deltek to deliver functionalitybeyond what is discussed today, nor does it obligate Deltek to deliver theCostpoint 7 product for production use within any specific timeframe.Copyright 2011 Deltek, Inc. 2
  3. 3. Session AgendaCostpoint 7 OverviewApplications Beta 2 ScopeResult sets, Tabs, & Subtasks Costpoint 7 ArchitectureTable & From ViewUser LoginLook upsCalendar User LoginUn-editable fields & required field indicator Primary Navigation Bread Crumb NavigationEnd User Personalization & AdministrativeFeaturesGlobal Menu & ToolbarsCommon Words File MenuProfile Manager Global Tool BarContent Management Integration Navigation ToolbarJob Server My MenuDocumentation Open Applications Main Menu Getting Started Guide User PreferencesRelease Notes Changing CompaniesQuick Reference Card LogoutOnline Help Application tool bar Copyright 2011 Deltek, Inc. 3
  4. 4. 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 74Copyright 2011 Deltek, Inc.
  5. 5. Costpoint Client ServerArchitecture Copyright 2011 Deltek, Inc. 5
  6. 6. Costpoint 7ArchitectureCostpoint 7 is a 100% browser based application. Only Internet Explorer 7 & 8 are currentlysupported. I.E. 8 is recommended. BrowserOracle 10g/11g IE 7 & 8MSS10.3.3 11 2005/2008 Copyright 2011 Deltek, Inc.6
  7. 7. CP7Enterprise ArchitecturePresentation Tier Ubiquitous access to all Costpoint applications via the web No more client-serverEnterprise 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 rulesDatabase Same as client server. Easy upgrade, no data migrationCopyright 2011 Deltek, Inc. 7
  8. 8. CP7 General ScopeAccountingPeopleMaterialsGeneral Ledger Employee Product Definition Multicurrency LaborBills of Material Accounts PayableLeave RoutingsAccounts ReceivalbePayrollEngineering Change Notices Cash ManagementCompensationProcurement PlanningFixed Assets Personnel Purchasing Consolidations Affirmative ActionReceivingDeferred Compensation Admin Inventory Projects BenefitsProduction Control Project Setup Sales Order EntryAdvanced Project Bugeting Administration Master Production SchedulingBudgeting and ETC System Administration Materials Requiements PlanningCost and Revenue Processing Security Materials EstimatingProject Inquery and Reporting Job ManagementBilling WorkflowNASA 533s Inter-Company Work OrdersCopyright 2011 Deltek, Inc.8
  9. 9. CP7 New Features AccountingPeopleMaterialsCash receipts preprocessorPro-rate capabilities for Upgrade PO Voucher Preprocessor timesheets Fixed asset preprocessorPrint checks in alpha orderDownload UID and RFID from 3rd party label generation Positive pay functionalityLeave reconciliation Update sales order entry to use projectrevenue setup Vendor master preprocessorAdd new MPS consumption optionAdd UID functionality to manufactured parts (FAR 45)ProjectsAdministrationCore Infrustructure ACRN/WAWF improvements Comon Lable Customization Web usability improvements Restricting revenue for closed periodsUI Profile Manager Redesigned Application MenuStatus on open billing detail reportContent Management Integration Improved options for local printing Billing roundingJob Server Enhancements Extensibility (through Deltek Services)Additional 3rd Part Platform SupportCopyright 2011 Deltek, Inc.9
  10. 10. CP7: De-Supported FeaturesAll 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 integrationCopyright 2011 Deltek, Inc.10
  11. 11. CP7: Upgrade ConsiderationsSaved Parameters Will not be migrated from Client Server to Costpoint 7. Users should take a screen shot or print screen of commonly used savedparameters 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 beapplied 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, themodule assignment of some applications has changed and should be reviewed.(Check with your system administrator for details on your user account )Copyright 2011 Deltek, Inc. 11
  12. 12. User LoginStarting CostpointCostpoint is a Web browser-based application. You will need to obtain the URL ofthe Costpoint application environment that you wish to login to. The combinationof the URL and the System field represent a distinct Costpoint 7 instance.Copyright 2011 Deltek, Inc.12
  13. 13. User LoginStarting CostpointThe first time you login to a Costpoint 7 instance you will need to enter yourUsername, Password, and System. Click the Remember log in informationcheckbox and your user name, system, Application, Company, & ValidationFrequency will be retained when you return.Copyright 2011 Deltek, Inc.13
  14. 14. User LoginStarting CostpointIf your user account is new, you will be prompted to change your password.Copyright 2011 Deltek, Inc.14
  15. 15. Main MenuUpon Initial Log in you will be directed to the open Domain menu. Fromhere you can drill down into the modules in each domain Copyright 2011 Deltek, Inc.15
  16. 16. Main MenuThen into the chosen activity area and application you whish to open.Copyright 2011 Deltek, Inc. 16
  17. 17. Main Menu: BreadcrumbsAfter selecting an application, the navigation path will remain in the form ofa bread crumb trail indicating where you currently are in Costpoint.Copyright 2011 Deltek, Inc.17
  18. 18. Main Menu: Opening Additional ApplicationsSimply Click anywhere on the breadcrumb trail and the menu will be displayed with the navigation path ofthe current application highlighted. Simply selected another application to open it. Note that this will notclose the application that you currently have open.Copyright 2011 Deltek, Inc.18
  19. 19. Login Demo
  20. 20. Getting Around Costpoint 7Copyright 2011 Deltek, Inc. 20
  21. 21. Global Toolbars & MenuGlobal Menu: These menuoptions are always availableand provide quick access tofrequently used features.They contain a quickreference to shortcuts as well.Copyright 2011 Deltek, Inc. 21
  22. 22. Global Toolbars & MenuGlobal Toolbar: These toolbar options are available once you open an application, and youcan configure which display and if labels are active per application by user. The toolsthemselves will be active or inactive based on the type of application currently open.12 3 45 6 78910 11 12 13 14151.Save6.Default Action11. Preview2.Save & Continue 7.View ActionReport status 12. Print3.Look-Up 8.Execute 13. Reset View4.Refresh 9.Page Setup14. Messages5.Clone Record10. Print Setup 15. Workflow Note: full descriptions available in the getting started guide 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.Copyright 2011 Deltek, Inc. 22
  23. 23. Global Toolbars & MenuGlobal Toolbar: These toolbar options are available once you open an application, and youcan configure which display and if labels are active per application by user. The toolsthemselves will be active or inactive based on the type of application currently open. Top-level Toolbar Configuration Global Tool Bar with labels on Active actionInactive ActionCopyright 2011 Deltek, Inc. 23
  24. 24. Global Toolbars & MenuNavigation Toolbar: This toolbar enables easy navigation while working in Costpoint. Thetool bar contains My Menu, Open Applications, Main Menu, Breadcrumbs, User Profile,Change Company, and User Logout.My MenuUser ProfileOpen ApplicationsChange CompanyMain Menu & BreadcrumbsUser Logout. Copyright 2011 Deltek, Inc.24
  25. 25. Global Toolbars: NavigationToolbarNavigation 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 customhierarchy 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 Copyright 2011 Deltek, Inc.25
  26. 26. Global Toolbars: Navigation ToolbarNavigation Toolbar My Menu: Users can add or remove custom headers andapplications as they wish or they can replace or append their My Menu with My Menuscreated by administrators in the system. Copyright 2011 Deltek, Inc. 26
  27. 27. Global Toolbars: Open ApplicationsNavigation Toolbar: The Open Applications window allows users to navigate betweenapplications they have previously opened. This window will allow users to close one or allopen applications as well as provide icons indicating if there is unsaved data within an openapplication. 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. Copyright 2011 Deltek, Inc. 27
  28. 28. Global Toolbars: Main MenuDomain Accounting ProjectsModule People Materials Approximately Administration 42 distinctAreaareas, dividedby function Master DataApplicationwithin each Process-domainoriented Flows Reports Subheading Audit Reportsgroupings Module Utilities Various, end of Interfaces the navigation path Controls AdministrativeUtilities 4 tier drill down menu (DomainModuleAction AreaApplication) 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 Copyright 2011 Deltek, Inc.28
  29. 29. Global Toolbars: Main MenuNavigation Toolbar: The Main Menu has been redesigned to be similar to the client serverversions of Costpoint with subtle improvements. To be more consistent applications havebeen arranged under their functional areas according to logical process flows. Additionally,many tier 4 application areas have applications grouped under subheadings for betterorganization. Copyright 2011 Deltek, Inc.29
  30. 30. 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 accessto manage the global toolbar, application layout, and my menu. Copyright 2011 Deltek, Inc.30
  31. 31. Global Toolbars: ChangeCompanyNavigation 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 customhierarchy can be made to group My Menu items together as shown below:Copyright 2011 Deltek, Inc.31
  32. 32. Global Toolbars: LogoutUser Log off: You can log off Costpoint at any time by clicking the power off icon in theupper right of your Costpoint 7 screen. You will be redirected to the login page. To loginagain simply click on the Log in to Costpoint link. Copyright 2011 Deltek, Inc.32
  33. 33. Global Toolbar Demo
  34. 34. Global Toolbars & Menu: Application ToolbarApplication Toolbar: This toolbar displays in every application or result set in Costpoint.Use it to create new records, query for, and manage existing records.123 4 5 67 8 9 10 11 1213 141. Add New Record 5.First Record 11. Toggle Table View /2. Duplicate Record 6.Previous RecordForm View3. Delete/ Un-Delete7.Result Set Context 12. Query / Saved Queries Record 8.Refresh Result set 13. Form View Select4. View Attachments 9.Next RecordRecord Content Management 10. Last Record14. Close Application IntegrationNote: full descriptions available in the getting started guide Copyright 2011 Deltek, Inc. 34
  35. 35. Application Toolbar: QueryFind & Query: Find and Query have been combined into a single window accessible via theapplication tool bar. Both Find and Query searches can be saved for each individual userand accessed via the query split button on the application toolbar.Copyright 2011 Deltek, Inc.35
  36. 36. Application Toolbar: QueryFind: The primary fields of the application transactions are available to search on. Aqualifier is provided depending on the field type. Users can perform a record count, savetheir basic query, reset the query or execute it by clicking the search button.Copyright 2011 Deltek, Inc.36
  37. 37. Application Toolbar: QueryQuery: The query tool has been enhanced to provide consistent tools to manage eachcondition. Users can change the order of conditions, replace, or delete them. Users canperform a count, save the query or reset the query. 37Copyright 2011 Deltek, Inc.
  38. 38. Application Toolbar: QuerySort: Users can add multiple sort criteria to their queries which can be saved along with theconditions. Sort conditions can be moved up or down or deleted. Copyright 2011 Deltek, Inc. 38
  39. 39. Application Toolbar: QuerySaved Queries: Costpoint 7 allows users to save quires for future use by user anywherethat the query tool is available including application parent & child result sets, subtasks, andlookups. Users can manage their saved queries in the fourth tab of the query windowwhere they can review, clone, and delete saved queries. Saved queries can be accessedfrom the application tool bar by clicking on the query split button as shown below.Copyright 2011 Deltek, Inc.39
  40. 40. Applications: Form ViewForm View: Application parent, or header result sets will be displayed in a form view bydefault. The form views have been designed to present the user with a standard fieldlayout. Note that during the conversion from client server to the web some fields may havebeen moved or shifted from the initial tab to subsequent tabs for continuity with theirpurpose. The form view is static and cannot be manipulated at this time accept throughextensibility services.Static TransactionIdentificationTransaction datain tabular formatCopyright 2011 Deltek, Inc. 40
  41. 41. 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 thetransaction. Users can switch between tabs by...

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