Deltek Insight 2011: Costpoint 7 The User Experience


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Deltek Insight 2011: Costpoint 7 The User Experience

  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 Overview Applications Beta 2 Scope  Result sets, Tabs, & Subtasks Costpoint 7 Architecture  Table & From ViewUser Login  Look ups  Calendar User Login  Un-editable fields & required field indicator Primary Navigation Bread Crumb Navigation End User Personalization & Administrative FeaturesGlobal Menu & Toolbars  Common Words File Menu  Profile Manager Global Tool Bar  Content Management Integration Navigation Toolbar  Job Server My Menu Documentation Open Applications Main Menu  Getting Started Guide User Preferences  Release Notes Changing Companies  Quick Reference Card Logout  Online 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 74 Copyright © 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. Browser Oracle 10g/11g IE 7 & 8 MSS 10.3.3 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 migration Copyright © 2011 Deltek, Inc. 7
  8. 8. CP7 General Scope Accounting People Materials General Ledger Employee Product Definition Multicurrency Labor Bills of Material Accounts Payable Leave Routings Accounts Receivalbe Payroll Engineering Change Notices Cash Management Compensation Procurement Planning Fixed Assets Personnel Purchasing Consolidations Affirmative Action Receiving Deferred Compensation Admin Inventory Projects Benefits Production Control Project Setup Sales Order Entry Advanced Project Bugeting Administration Master Production Scheduling Budgeting and ETC System Administration Materials Requiements Planning Cost and Revenue Processing Security Materials Estimating Project Inquery and Reporting Job Management Billing Workflow NASA 533s Inter-Company Work Orders Copyright © 2011 Deltek, Inc. 8
  9. 9. CP7 New Features Accounting People Materials Cash receipts preprocessor Pro-rate capabilities for Upgrade PO Voucher Preprocessor timesheets 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 Infrustructure ACRN/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 printing Billing rounding Job Server Enhancements Extensibility (through Deltek Services) Additional 3rd Part Platform Support Copyright © 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 integration Copyright © 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 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 ) 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 information”checkbox 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 7 Copyright © 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. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 1. Save 6. Default Action 11. Preview 2. Save & Continue 7. View ActionReport status 12. Print 3. Look-Up 8. Execute 13. Reset View 4. Refresh 9. Page Setup 14. Messages 5. Clone Record 10. 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 action Inactive Action Copyright © 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 Menu User ProfileOpen Applications Change CompanyMain Menu & Breadcrumbs User Logout. Copyright © 2011 Deltek, Inc. 24
  25. 25. Global Toolbars: Navigation ToolbarNavigation 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 Menu’screated 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 • Projects Module • People • Materials • Approximately • Administration 42 distinct Area areas, divided by function • Master Data Application within each • Process- domain oriented Flows • Reports • Subheading • Audit Reports groupings • Module Utilities • Various, end of • Interfaces the navigation path • Controls • Administrative Utilities  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 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: Change CompanyNavigation 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. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 1. Add New Record 5. First Record 11. Toggle Table View / 2. Duplicate Record 6. Previous Record Form View 3. Delete/ Un-Delete 7. Result Set Context 12. Query / Saved Queries Record 8. Refresh Result set 13. Form View Select 4. View Attachments 9. Next Record Record Content Management 10. Last Record 14. 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. 37 Copyright © 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 set’s 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 format Copyright © 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 clicking on the tab header. The highlightedtab will be displayed as the ones below in blue as apposed to the hidden tabs in grey. Copyright © 2011 Deltek, Inc. 41
  42. 42. Applications: Table ViewTable View: Also known as grid view for child or detail records in client server is a verypowerful feature in Costpoint 7. Users have the ability to switch any parent or child resultset to table view where they can manipulate the column order and fencing to accommodatetheir preferred way of managing the transactions and data within a given application orresult set. Users can now work on multiple transactions in a given result set at one timerather than one by one as with client server. Copyright © 2011 Deltek, Inc. 42
  43. 43. Applications: Child Result Set Form ViewClient Form view: In Costpoint 7 users can now view detail or child result sets in form viewas well as table/grid view. When doing so there may be multiple tabs associated with theform view as shown in the example below. 43 Copyright © 2011 Deltek, Inc.
  44. 44. Applications: SubtasksSubtasks: In Costpoint 7 subtasks associated with a given application are generallyrepresented by links or in some cases buttons. Upon clicking on a subtask link a floatwindow will be displayed to the user often containing an application tool bar specific to thesubtask. Simply close the subtask by clicking the ok button or the X in the upper right ofthe floating window. 44 Copyright © 2011 Deltek, Inc.
  45. 45. 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. Theuser simply need to mouse over the end of the field and click on the magnifying glass tolaunch the lookup for that field. Users can enter a partial value before executing a lookup tonarrow their search without using the query tool with in the lookup. Lookup indicator Lookup icon Lookups are available in table view as well. The lookup Icon will show when the cursor is in a field or when your cursor is over the field Copyright © 2011 Deltek, Inc. 45
  46. 46. Applications: Date PickerDate Picker: The date picker has been modified for easier date selection. Users can usethe arrows to quickly find the correct month and year before selecting the day. Users mayenter dates directly in the fields as well. Copyright © 2011 Deltek, Inc. 46
  47. 47. Applications: Additional FeaturesIn Costpoint 7 there are a number of additional queues to help the user complete tasks. Forexample, un-editable fields are now shaded gray and required fields are marked with a redasterisk Un-editable field Required Fields Copyright © 2011 Deltek, Inc. 47
  48. 48. Basic Application Demo
  49. 49. Documentation
  50. 50. DocumentationPDF Documents such as the getting started guide, release notes, testing guidelines, menumapping, and quick reference cards should be reviewed by each user and are available whenCostpoint 7 is downloaded.Please check with your system administrator for these documents when beginning yourupgrades 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 Copyright © 2011 Deltek, Inc. 50
  51. 51. Documentation Quick Reference Card Copyright © 2011 Deltek, Inc. 51
  52. 52. Documentation Quick Reference Card Copyright © 2011 Deltek, Inc. 52
  53. 53. Documentation Demo
  54. 54. User Interface:Costpoint 7 vs. Client-Server54 Copyright © 2011 Deltek, Inc.
  55. 55. 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 subtask55 Copyright © 2011 Deltek, Inc.
  56. 56. 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, XMLNew UI paradigms and features in Costpoint 7 drive efficiency.Users will likely be more productive if they adopt them than if they useCostpoint 7 in the same way as they did Client-server56 Copyright © 2011 Deltek, Inc.
  57. 57. User Personalization57 Copyright © 2011 Deltek, Inc.
  58. 58. Global Toolbars & MenuGlobal Toolbar configuration window: Tool icons can be added, removed, orrepositioned. The labels can be activated or deactivated for the entire toolbar. Copyright © 2011 Deltek, Inc. 58
  59. 59. Applications: Table ViewSaving Custom Screen Layout: Users can change their table view layout by simplydragging and dropping columns and then saving the Current Application Layout in the UserPreferences window on the Navigation Toolbar. Copyright © 2011 Deltek, Inc. 59
  60. 60. Applications: Table ViewResetting Custom Application Layouts: Users can revert back to the standard applicationlayout at any time by clicking on the reset link under Current Application Layout in the UserPreferences window on the Navigation Toolbar. Copyright © 2011 Deltek, Inc. 60
  61. 61. Applications: Custom Application LayoutsCustom 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 resultsets within an application and save them together. 61 Copyright © 2011 Deltek, Inc.
  62. 62. Administration – User Interface ProfilesThe User Interface Profile application has been added to allow a system administrator todefine default personalization profiles for user groups. A unique profile first needs to becreated and associated with the desired user group. Copyright © 2011 Deltek, Inc. 62
  63. 63. Administration – User Interface ProfilesEach profile can contain multiple screen layout modifications. Copyright © 2011 Deltek, Inc. 63
  64. 64. Administration – User Interface ProfilesMy Menu defaults can be created in the user profile manager just as they can within theuser preferences. Copyright © 2011 Deltek, Inc. 64
  65. 65. Administration: Standard Label CustomizationThere are several standard terms that are used throughout Costpoint which can be changedon 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. 65 Copyright © 2011 Deltek, Inc.
  66. 66. Content ManagementIntegration (CMI)66 Copyright © 2011 Deltek, Inc.
  67. 67. CMI – functional overviewCMS = Content Management SystemFeatures 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 Costpoint67 Copyright © 2011 Deltek, Inc.
  68. 68. CMI – functional overviewFeatures 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 CMSFor more information please attend CP-214 Extending Costpoint 7: ContentManagement68 Copyright © 2011 Deltek, Inc.
  69. 69. CMI – end user view A user can link/view a document from Sharepoint and sync up properties69 Copyright © 2011 Deltek, Inc.
  70. 70. CMI – Configuration applicationsAfter registering your SharePoint instance in Costpoint Configuration Console you can proceed with enabling/configuring CMI integration in Costpoint applications70 Copyright © 2011 Deltek, Inc.
  71. 71. Costpoint 7 Job Server71 Copyright © 2011 Deltek, Inc.
  72. 72. Costpoint 7 Job ServerLogical 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 jobDedicated Job Servers Use dedicated application server for specific queue(s) Support up to ten dedicated application server instances72 Copyright © 2011 Deltek, Inc.
  73. 73. Costpoint 7 Job ServerOracle: Support for SQL Parallel ExecutionCostpoint 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 faster73 Copyright © 2011 Deltek, Inc.
  74. 74. Costpoint 7 Job ServerNew 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 defaults74 Copyright © 2011 Deltek, Inc.
  75. 75. Questions?75 Copyright © 2011 Deltek, Inc.
  76. 76. Call to Action Contact your Deltek Global Services representative for details on upgrades Come see Costpoint 7 at the Expo Hall76 Copyright © 2011 Deltek, Inc.