Deltek Insight 2012: Costpoint 7 - The User Experience

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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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  • http://10.2.4.204:7009/cpwebUser: insightPassword: insight12Database: CP7REG
  • Menu was redesigned to be similar to c/s. Apps have been arranged within the functional areas based on a logical process flows. We have also ordered the 3rd tier in a logical order based on master setup screens followed by processing, posting, reporting, user utilities, interfaces, controls, administrative utilities. Tier 4 applications are grouped under subheadings for better organization.
  • Query allows user to use a more complex set of filters to pull data – demo both types, including saving and sorting queriesAre queries available for all users to see?
  • Deltek Insight 2012: Costpoint 7 - The User Experience

    1. 1. Costpoint 7 –The User ExperienceAnita Knowles, Senior Product Manager, DeltekDmitri Tyles, Senior Director of Development, DeltekGC-322
    2. 2. Session AgendaUser LoginUser NavigationGlobal Menu and ToolbarsApplication Features  Find/Query  Printer and Page Setup2 ©2012 Deltek, Inc. All Rights Reserved
    3. 3. Key TakeawaysUnderstand how to log into Costpoint 7Be able to navigate the new menu structureKnowledgeable of the global menu and toolbarsUnderstand how to personalize experienceUnderstand application features3 ©2012 Deltek, Inc. All Rights Reserved
    4. 4. User LoginWeb browser-basedapplicationCombination of CostpointApplication URL and theSystem field represent adistinct Costpoint 7 instance.Initial login need Username,Password, and System.Select “Remember log ininformation” checkbox andyour user name, system,Application, Company, &Validation Frequency will beretained when you return.4 ©2012 Deltek, Inc. All Rights Reserved
    5. 5. Menu Navigation When logging in, you will see the main domains5 ©2012 Deltek, Inc. All Rights Reserved
    6. 6. Menu Navigation With menu expanded, you can see activity areas and selected application6 ©2012 Deltek, Inc. All Rights Reserved
    7. 7. Opening an Application 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 highlighted7 ©2012 Deltek, Inc. All Rights Reserved
    8. 8. Menu Navigation Use search capabilities to find applications Can search by application name, part of name or exe8 ©2012 Deltek, Inc. All Rights Reserved
    9. 9. Global Menu and Toolbars 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 application9 ©2012 Deltek, Inc. All Rights Reserved
    10. 10. Global Toolbar10 ©2012 Deltek, Inc. All Rights Reserved
    11. 11. Opening Additional Applications The window in the upper left corner shows number or windows open Open that window to see a list of open applications11 ©2012 Deltek, Inc. All Rights Reserved
    12. 12. User Profile Customizing the Global Toolbar Ability to configure toolbar to add/remove labels Ability to add/remove global icons12 ©2012 Deltek, Inc. All Rights Reserved
    13. 13. User Profile Changing Application Layout Change column order Save page setup options Save printer setup options14 ©2012 Deltek, Inc. All Rights Reserved
    14. 14. User Profile Customizing ‘My Menu’ Select applications for „My Menu‟ Organize menu by grouping applications together15 ©2012 Deltek, Inc. All Rights Reserved
    15. 15. User Profile Customizing ‘My Menu’ Can Add Custom Hierarchy to Group Like Applications Together Expanded Custom Hierarchy „My Menu‟ can be opened via link to add/remove custom headers and applications16 ©2012 Deltek, Inc. All Rights Reserved
    16. 16. Application Features Find and QueryFind and Query combined into single windowResults can be sortedBoth can be saved by user and accessed via Query button17 ©2012 Deltek, Inc. All Rights Reserved
    17. 17. Application Features Table vs. Form View 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 set18 ©2012 Deltek, Inc. All Rights Reserved
    18. 18. Application Feature Child Result Sets Can view detail or child results sets in form or table view Multiple tabs associated with form view19 ©2012 Deltek, Inc. All Rights Reserved
    19. 19. Application Feature Subtasks Represented by links Will contain application toolbar specific to subtask20 ©2012 Deltek, Inc. All Rights Reserved
    20. 20. Application Features Field Level Features 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 grey21 ©2012 Deltek, Inc. All Rights Reserved
    21. 21. Page Setup and Printing Options Page Setup Printer Options Can add logos Change fonts  Multiple delivery options22 ©2012 Deltek, Inc. All Rights Reserved
    22. 22. Costpoint 7.0.1User Interface Enhancements
    23. 23. Multi-browser and Tablet Support in Costpoint 7.0.1Support 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 & Expense24 Copyright © 2012 Deltek, Inc.
    24. 24. Multi-browser and Tablet Support in Costpoint 7.0.125 Copyright © 2012 Deltek, Inc.
    25. 25. Multi-browser and Tablet Support in Costpoint 7.0.126 Copyright © 2012 Deltek, Inc.
    26. 26. iPhone Support in Costpoint 7.0.127 Copyright © 2012 Deltek, Inc.
    27. 27. Thank You!

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