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Deltek Insight 2011: Introducing Deltek Time and Expense 9.0!

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  • 1. ECT-211:Introducing DeltekTime and Expense9.0!Presented By:Philip ParryDeltek
  • 2. Enabling Success Project Human Financial Project Manufacturing Resources Management Management Do More Market Teaming CRM and Capture Win More Intelligence Solutions Management Know More Business Performance Management Winning More Increasing Project Improving Cash Reducing the Cost Business Visibility Flow of Compliance2 5/22/2012 © 2010 Deltek, Inc. - The specifications, functionality and schedules described reflect Deltek’s current estimates, may change without notice, and do not constitute obligations of Deltek.
  • 3. Do More Project Human Project Financial Manufacturing Resources Management Management Do More Market Teaming CRM and Capture Win More Intelligence Solutions Management Know More Business Performance Management Project Execution Project & Corp Time, Expense, La Reporting, GRC & & Management Accounting bor, Payroll Compliance3 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 4. Agenda Welcome/Introduction Key Takeaways Release Status User Interface Improvements (UI) User Experience Improvement (UX) Deltek Expense Features Miscellaneous Features Technical Features Questions4 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 5. Key Takeaways  Understand current status of Deltek Time & Expense 9.0  Understand prerequisites for upgrade  Understand upgrade path  Understand UIUX improvement made  Understand new features  Understand technical requirements5 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 6. Release Status6 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 7. Release Status Status Prerequisites  Design Complete  Costpoint 6.1.4 or Costpoint 7.0  Development/QC in Full Swing  GCS Premier 5 Calendar Upgrade Paths  Beta Release – 7/31  Deltek Time & Expense 8.3  EA Program Starts – 8/1  EA Program Ends - 9/15  Limited Release – 9/30  General Release – Q47 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 8. User InterfaceImprovements (UI)8 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 9. New Layout (Wireframe) A - System Information B - Product Branding Area (dual-function as progress indicator) C - Product & Module Navigation D - Global Options E - Activity Area Navigation F - Application Container9 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 10. UI Improvements  Updated Home Page (Product  Relocated user preferences to Home) global options area  New Module Home Pages  Utilize vertical scrolling  Deltek Time  Expanded menu size  Deltek Expense  Action buttons vs. actionable  Deltek Employee Self Service hyperlinks  Administration  Menu reorganization based on module  Restyle UI for all applications (100+) which includes:  Colors  Fonts  Branding  Toolbars10 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 11. Results11 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 12. Login Before After12 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 13. Product Home Before After13 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 14. Preferences Before After14 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 15. User ExperienceImprovements (UX)Deltek Expense15 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 16. UX Improvements  ProductModule Home Page(s)  Provides foundation for future functionality  Interactive Widgets (Projects, Employees, Assignments, etc)  Expense AuthorizationExpense Report  More in Context information  Moved advance request to expense authorization submit  Retained wizard for create and submit  Better tracking of warnings  Information one click away  Welcome Page vs. Blank Form  Revamped Workflow Engine16 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 17. Deltek ExpenseFeatures17 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 18. Workflow Engine18 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 19. Workflow Tasks Tasks ItemLevel Create Update Attach Submit Review Approve Process Expense Authorization Overall X X X X X Expense ? Charge X Attachment X Expense Report Overall X X X X X Expense ? Charge X Attachment X Advance Request Overall X ? X X X Expense Charge Attachment ?19 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 20. Attachments  User defined attachment types (Receipts, Quotes, Agenda, etc)  Flexible business rules  By expense report (ER), expense authorization (EA)  By expense (planned or claimed)  Integrated with workflow  Role responsible  When performed  required or optional  error or warning  Support approval task  Attach manually or via fax20 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 21. Attachments (Continued)  Flexible linking options  One file linked to one or multiple expenses  Multiple files linked to one or more expenses  New vs. Replacement  Supported storage methods  File based *  Database  Supports any attachment file type  Design allows for timesheet, open enrollment, and life event attachments in future***  Design allows for SharePoint storage in future*** * Current 8.x functionality ** User will need appropriate viewer to view *** Product Road Map Item(s)21 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 22. Advances  Multiple advance request support  Ability to apply partial advances*  Ability to export approved advances  Receive advance payments from Costpoint **  Design allows for “Stand-alone” advance requests in future***  Design allows for attachments in future*** * Planned for Limited ** Costpoint 7 only, planned for limited *** Product Road Map Item22 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 23. Expense Commitments  Ability to define commitment rules  Considers expense authorizations (blanket and non-blanket)  Considers expense reports (with or without expense authorizations)  Ability to compute and report commitments  By Employee  By Charge  Ability to export commitments to Costpoint *  Ability to report commitments on Costpoint project status reports *  Ability to create accrual journal entry export approved advances *  Receive advance payments from Costpoint * * Costpoint 7 only, planned for limited23 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 24. MiscellaneousFeatures24 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 25. Deltek Mobile Task Launching  Provides users the ability to  View current timesheet tasks  Sign  Approve  Launch to timesheet to perform task25 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 26. Miscellaneous  Alternative Per Diem Over Ceiling Calculation  Trial/Term Licensing  Provides ability to support term licensing  Provides ability to support trial licenses  Costpoint 7 Salary Proration  Allows payroll compute to handle salaried employees who started in middle of payroll period26 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 27. TechnicalFeatures27 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 28. Technical Features  Additional Supported Platforms  Additional Supported BlackBerry  Browsers Devices **  Internet Explorer 9.x  85XX – Curve 2  Firefox 4.x  8900 – Curve  Safari 5.x  9630 – Tour  Chrome 11.x *  9650 – Bold  Miscellaneous  97XX – Bold 2  Windows 2008 Server R2  Oracle WebLogic 11g R1 PS3  Lumigent Support * Planned for limited release ** Planned for limited release and 8.328 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 29. Technical Features (Continued)  No Longer Supported Platforms  Internet Explorer 7.x  Actuate Reporting Service *  BlackBerry Enterprise Server 4.1.6 * Utilize Jasper for all reports29 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 30. Wrap Up30 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 31. Conclusion  Product goes beta end of July  It is free upgrade  Upgrade path from 8.3  Release focuses on UIUX and specific expense features  Release lays foundation for  Upgrading Deltek Time workflow  Supporting timesheet attachments  TrialTerm licensing  Release no longer supports IE 731 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 32. Q&A32 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 33. Call to Action  Interested in being Early Adopter?  Interested in providing feedback on future direction?  E-mail me at philipparry@deltek.com  Come see me in Expo Hall www.twitter.com/deltek www.facebook.com/deltekinc www.linkedin.com/company/163414 www.youtube.com/user/deltekinc33 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved