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VI-217 - Feature Sneak Peek: Extending Vision with User Defined Info Centers
May 17, 2011
Presented byTeresa Nelson
April 13, 20232 ©2011 Deltek, Inc. All Rights Reserved
Agenda What are User Defined Info Centers (UDICs)? Use Cases Creating, Configuring and Designing a New UDIC Supported Functionality UDIC Examples
April 13, 20233 ©2011 Deltek, Inc. All Rights Reserved
Roadmap Disclaimer The information shared today regarding product features beyond Vision 6.1 is
considered confidential. Furthermore, it does not represent a commitment on the part of Deltek to deliver the new functionality that is discussed, nor does it obligate Deltek to deliver any new functionality within any specific timeframe.
April 13, 20234 ©2011 Deltek, Inc. All Rights Reserved
Key Takeaways
UDICs and Vision Xtend enable you to easily customize Vision to fit your company’s unique business processes.
UDICs make data entry, reporting, and business processes much easier and efficient.
With UDICs, your company can use Vision as a platform for centralizing data.
April 13, 20235 ©2011 Deltek, Inc. All Rights Reserved
What are UDICs?
April 13, 20236 ©2011 Deltek, Inc. All Rights Reserved
UDICs… Are custom info centers built for your unique needs without custom coding.
Appear to be standard info centers to the typical user.
Enable you to extend Vision rather than creating separate systems.
Are configured just like other info centers.
April 13, 20237 ©2011 Deltek, Inc. All Rights Reserved
Use Cases
April 13, 20238 ©2011 Deltek, Inc. All Rights Reserved
What would you do with UDICs?
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More Use CasesThe Possibilities are Endless…
Offsite Storage
Country RecruitingCompany Library
IT Service Requests
Funding
Training Requests
Company Store
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Creating, Configuring and Designing a New UDIC
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Steps to Create a UDIC1. Carefully plan what you will create.
a. What information do you really need to track?b. What will people actually populate?c. Who will use it and how?d. How will you roll it out?
2. Create the UDIC (including tabs, fields, and grids) in User Defined Information.
3. Design the UDIC in the Screen Designer.
4. Create saved searches, options, and report favorites.
5. Create workflows.
6. Set access in Security Roles.
7. Create help documentation and enter the URL in User Defined Information.
8. Train and roll out.
April 13, 202312 ©2011 Deltek, Inc. All Rights Reserved
Creating a New UDIC
UDICs are created in the same location as user-defined tabs, fields, and grids.
April 13, 202313 ©2011 Deltek, Inc. All Rights Reserved
Configuring the UDIC
New field types: Name Number Default Currency (Multicurrency Only)
New grid types: Activities Files
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New User Defined Field Properties Include in Quick Find?
Which fields should be searched?
Include in Search Results? Which fields should be included in the search results in the lookup dialog?
April 13, 202315 ©2011 Deltek, Inc. All Rights Reserved
Designing the UDIC
The standard Screen Designer is used to design UDICs.
April 13, 202316 ©2011 Deltek, Inc. All Rights Reserved
Supported Functionality
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What’s Supported? Workflow Auditing Auto-numbering Reports: List, Summary, and Audit Activities Dashboard
April 13, 202318 ©2011 Deltek, Inc. All Rights Reserved
What’s Not Supported (yet)? Merge Templates Custom Proposals Analysis Cubes Integrated Help
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UDIC ExamplesDemo
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Conclusion Creating a UDIC is simple and inexpensive. You can easily customize Vision to fit your company’s unique business. Centralize your data with UDICs to streamline your processes and data entry.
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Q & A
©2011 Deltek, Inc. All Rights Reserved
April 13, 202322 ©2011 Deltek, Inc. All Rights Reserved
Call to ActionSuggested Sessions:
VI-121: The Future of VisionVI-215: Work more efficiently with Vision XtendVI-219: Custom Fields and Workflows to Track Contract ApprovalsVI-301: Vision CRM Advanced Workflows
More questions? Contact me:[email protected]
www.twitter.com/deltek
www.facebook.com/deltekinc
www.linkedin.com/company/163414
www.youtube.com/user/deltekinc
