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Get acquainted with the all-new Costpoint 7! Become familiar with the new user experience, including a live demonstration of the revived user interface. We will cover everyday system interactions such as logging in for the first time, retrieving data, and processing data. This session will also provide an overview of the new information architecture, as well as a sneak peak into what's coming in 7.01. Intermediate Level.
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Costpoint 7 –The User Experience
Anita Knowles, Senior Product Manager, Deltek
Dmitri Tyles, Senior Director of Development, Deltek
GC-322
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User Login
User Navigation
Global Menu and Toolbars
Application Features
Find/Query
Printer and Page Setup
Session Agenda
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Understand how to log into Costpoint 7
Be able to navigate the new menu structure
Knowledgeable of the global menu and toolbars
Understand how to personalize experience
Understand application features
Key Takeaways
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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
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Menu Navigation
With menu expanded, you can see activity areas and selected application
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Menu Navigation
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
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Opening an Application
Use search capabilities to find applications
Can search by application name, part of name or exe
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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
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Global Menu and Toolbars
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Global Toolbar
The window in the upper left corner shows number or windows open
Open that window to see a list of open applications
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Opening Additional Applications
Ability to configure toolbar to add/remove labels
Ability to add/remove global icons
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User ProfileCustomizing the Global Toolbar
Change column order
Save page setup options
Save printer setup options
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User ProfileChanging Application Layout
Select applications for „My Menu‟
Organize menu by grouping applications together
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User ProfileCustomizing ‘My Menu’
Can Add Custom Hierarchy to
Group Like Applications Together Expanded Custom Hierarchy
User ProfileCustomizing ‘My Menu’
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„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
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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
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Application FeaturesTable vs. Form View
Can view detail or child results sets in form or table view
Multiple tabs associated with form view
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Application FeatureChild Result Sets
Represented by links
Will contain application toolbar specific to subtask
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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
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Application FeaturesField Level Features
Page Setup Printer Options
Page Setup and Printing Options
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Can add logos
Change fonts Multiple delivery options
Costpoint 7.0.1
User Interface Enhancements
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Support the following browsers:
IE8 and IE9 Chrome Firefox Safari
For non-IE browsers we plan to support any version released in 2012 and forward
Added 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
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Multi-browser and Tablet Supportin Costpoint 7.0.1
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Multi-browser and Tablet Supportin Costpoint 7.0.1
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iPhone Support in Costpoint 7.0.1
Thank You!
