Deltek Insight 2012: Costpoint 7 - The User Experience

Costpoint 7 –The User Experience

Anita Knowles, Senior Product Manager, DeltekDmitri Tyles, Senior Director of Development, DeltekGC-322

2 ©2012 Deltek, Inc. All Rights Reserved

User LoginUser NavigationGlobal Menu and ToolbarsApplication Features

Find/Query Printer and Page Setup

Session Agenda


Understand how to log into Costpoint 7Be able to navigate the new menu structureKnowledgeable of the global menu and toolbarsUnderstand how to personalize experienceUnderstand application features

Key Takeaways


User Login

Web browser-based application

Combination of Costpoint Application URL and the System field represent a distinct Costpoint 7 instance.

Initial login need Username, Password, and System. Select “Remember log in information” checkbox and your user name, system, Application, Company, & Validation Frequency will be retained when you return.


When logging in, you will see the main domains

Menu Navigation


With menu expanded, you can see activity areas and selected application

Menu Navigation


Drag picture to placeholder or click icon to add

Breadcrumb trail indicates where you are within Costpoint

Click anywhere on the breadcrumb trail and the menu will be displayed with the navigation path of the most recent application highlighted

Opening an Application


Use search capabilities to find applications

Can search by application name, part of name or exe

Menu Navigation



Global Menu – always available and provides quick access to frequently used features

Global Toolbar – always available, can configure display and content

Navigation Toolbar – provides easy navigation and includes breadcrumb trail

Application Toolbar – displays in every application

Global Menu and Toolbars


Global Toolbar



The window in the upper left corner shows number or windows open

Open that window to see a list of open applications

Opening Additional Applications



Ability to configure toolbar to add/remove labels

Ability to add/remove global icons

User ProfileCustomizing the Global Toolbar


Change column orderSave page setup optionsSave printer setup options

User ProfileChanging Application Layout


Select applications for ‘My Menu’

Organize menu by grouping applications together

User ProfileCustomizing ‘My Menu’


Can Add Custom Hierarchy to Group Like Applications Together Expanded Custom Hierarchy

User ProfileCustomizing ‘My Menu’

‘My Menu’ can be opened via link to add/remove custom headers and applications



Find and Query combined into single window

Results can be sorted

Both can be saved by user and accessed via Query button

Application FeaturesFind and Query


When a query/find results in multiple records, returned in a table view but can be changed to form view

When in table view, can sort, find/replace values, lock columns to accommodate fencing

Can work on multiple transactions within result set

Application FeaturesTable vs. Form View


Can view detail or child results sets in form or table view

Multiple tabs associated with form view

Application FeatureChild Result Sets


Represented by links

Will contain application toolbar specific to subtask

Application FeatureSubtasks


Field lookup designated by blue bar at end of each field; mouse over to activate

Can enter a partial value to activate lookup

Calendars have been added to date fields to assist in date picking

Required fields are indicated with a red asterisk

Un-editable fields are shaded in grey

Application FeaturesField Level Features


Page Setup Printer Options

Page Setup and Printing Options

Can add logosChange fonts Multiple delivery options

Costpoint 7.0.1

User Interface Enhancements

24 Copyright © 2012 Deltek, Inc.

Support the following browsers: IE8 and IE9 Chrome Firefox Safari

For non-IE browsers we plan to support any version released in 2012 and forwardAdded support for tablets with specific emphasis on iPad

Optimized screen layout for iPad resolution Added new “auto-positioning” mode to ease with navigation Enabled specific “touch” behavior – e.g. scrolling the table by touch/swipe

events instead of using scroll bar (scroll bar is still available as well)Support for smart-phones with emphasis on iPhone

Likely will have a functioning solution by 7.0.1 Any application can be opened and used on iPhone Purpose build applications are being developed for Time & Expense

Multi-browser and Tablet Supportin Costpoint 7.0.1






iPhone Support in Costpoint 7.0.1

Thank You!

Technology

Deltek Insight 2012: Costpoint 7 - The User Experience