Deltek Insight 2012: Preparing for Success with Costpoint 7


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Deltek will present this session on how you can prepare for a successful transition to Costpoint 7. We will discuss Costpoint 7 status, key features and benefits, customer adoption rates and experiences, reasons for making the transition, and tips for making the transition a successful one.

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Deltek Insight 2012: Preparing for Success with Costpoint 7

  1. 1. GC-155Preparing for Success withCostpoint 7Brian Groves, Director – Product Marketing, DeltekCarter Savage, Customer Care Solutions Architect, Deltek
  2. 2. Agenda Costpoint 7 Highlights Costpoint 7 Status Upgrade Planning Upgrade Tips2 ©2012 Deltek, Inc. All Rights Reserved
  3. 3.  Higher Productivity Easier to Integrate Easier to Extend Cloud Ready Even Higher ROI3 © 2012 Deltek, Inc. All Rights Reserved
  4. 4. Higher Productivity Cascading Menus Breadcrumbs4 © 2012 Deltek, Inc. All Rights Reserved
  5. 5. Higher Productivity  All major areas now have grid views  Columns can be re-arranged, re-sized, and locked  Data can be sorted in ascending or descending order  Data can be copied straight to MS Excel5 © 2012 Deltek, Inc. All Rights Reserved
  6. 6. Higher Productivity Quick Find for Any Screen Get to Favorites in Designed for Easy One Click Migration6 © 2012 Deltek, Inc. All Rights Reserved
  7. 7. Easier to Integrate Integrate in real time to and from any 3rd party system to Costpoint 77 © 2012 Deltek, Inc. All Rights Reserved
  8. 8. Easier to ExtendMove beyond “out of thebox” functionality at yourpaceReconfigure screensNew fields and validationsAdd client specific logic Maintain extension through upgrades Delivered through Robust Deltek Global Services extensibility framework8 © 2012 Deltek, Inc. All Rights Reserved
  9. 9. Single User Functions In Costpoint 5 and 6, Locking occurs once the application is opened: Open Execute Process Data Entry Save Data Application Process Complete In Costpoint 7, users can perform the first three steps concurrently: Open Data Entry Save Data Application The remaining steps can be automatically routed to a queue on the job server making the execution of single user processes transparent to the end user. Submit Job Execute Process to Queue Process Complete 9
  10. 10. De-Supported FeaturesAll Client Server components will no longer be supported 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 integration10
  11. 11. What’s New in CP7 Forum
  12. 12. Costpoint 7 StatusBrian Groves, Director – Product MarketingDeltek
  13. 13. Costpoint 7 Status 188 accounts have downloaded the Costpoint 7 software so far Most are in the planning stages At least 12 customers are live13 © 2011 Deltek, Inc. CONFIDENTIAL MATERIALS
  14. 14. Costpoint 7 Customer Plans July 2012 Survey 25% 22% 20% 13% 15% 8% 10% 3% 3% 5% 5% 0% Live Going Live in the Going Live in the Next 90 Days By the End of 2012 % of Respondents Cumulative %14 © 2012 Deltek, Inc.
  15. 15. Costpoint 7 PlanningBrian Groves, Director – Product MarketingDeltek
  16. 16. Upgrade Scope Accounting People Materials General Ledger Employee Product Definition Multicurrency Labor Bills of Material Accounts Payable Leave Routings Accounts Receivable 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 Orders16 © 2012 Deltek, Inc. All Rights Reserved
  17. 17. Upgrade Planning  The upgrade may be complete in a few weeks. But planning, testing, and training will take three to six months or more.  Please start the planning process now, even if the actual upgrade will not be until 2013.  Please hire consultants to help you in this process. They can help with:  Web application servers  Hardware recommendations  Preparation and planning  Testing, training, and trouble-shooting17 © 2012 Deltek, Inc.
  18. 18. Testing Deltek has done 20,000 hours of testing, and has test plans for many common configurations Costpoint 7, like any software product, will still have defects  Your data and business processes are likely to be unique  Please plan on testing all of your normal business processes  Please plan on testing for exceptions and unusual cases too The more complete that your test plans are, and the sooner that those test plans are run, the more time we will have to work together to find solutions.18 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  19. 19. Special Cases If you are using the Deltek Travel module:  The Travel module is being discontinued  Many customers are switching to the Deltek Expense module instead  Your account manager can work with you on an appropriate transition plan If you have custom code, please work with a product manager to explore:  Extensibility  Standardized product capabilities  Changes in business processes  Reports, extracts, and code “outside” of Costpoint If you are on SQL Server  We are no longer advising a change in collation settings  If you have changed this setting already, please contact customer support19 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  20. 20. Support Policy for Costpoint 6.1 Costpoint 6.1 will move into Sustaining Support in October of 2013 Customers are asked to transition to Costpoint 7 by that time Extended Support will be made available, for an additional fee, to customers that cannot transition by this date Extended Support will include calendar year end and regulatory updates for 201320 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  21. 21. Upgrade TipsCarter Savage, Customer Care SolutionsArchitect, Deltek
  22. 22. Cases Reported Low Severity Enhancements High Severity Defects Requested Defects 8% 1% 8% Customer Data Issues 8% Application User Knowledge 46% Technical ErrorsUser/Environment 7% Technical User Application Knowledge Errors 18% User/Environment 4%
  23. 23. Documentation Prepare end users for the new graphical user interface  Knowledge Base Link: Utilize Costpoint 7 Web Videos  Knowledge Base Link: Review All the Technical/Upgrade/Install documentation  Knowledge Base Link:
  24. 24. Database Preparation Run a Referential integrity check to find orphan records Run pre-validation testing to find the records that need to be posted Review the edit tables for records that need to be posted Cleanup dynamic temporary tables from within Costpoint 6.1SP2  Utility -> Others > System Administration > DBA Utilities > Cleanup Dynamic Tables Purge all report data that is not needed to reduce the size of your database  Utility -> Others > System Administration > DBA Utilities > Purge Report Table Data Purge the Costpoint process server report logs  Utility -> Others > System Administration > DBA Utilities > Print/Purge Costpoint Process/Report Log24 ©2012 Deltek, Inc. All Rights Reserved
  25. 25. Database – Common Issues Make sure you have the latest software Make sure you have internet connectivity Check the installation log files for a successful upgrade Take a backup after a successful upgrade even in a test environment If there is a failure at a later stage, it will be faster to restore the upgraded database than to go through the upgrade again25 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  26. 26. Application – Common Issues The Costpoint 7.0 WebLogic application server Hostname cannot contain any underscores The install creates a share of your Costpoint 7.0 Deltek directory ( Deltek ). In order for the Report Server (Actuate) and Web Server (IIS) to communicate with the Application Server (Weblogic) this directory must be shared with Co-Owner ( Full Control) rights. The install creates a new User Group, CostpointToolsGroup, and gives this group full sharing and security rights on the application directory Deltek and full security rights on the OracleMiddleware12.1.1 directory.26 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  27. 27. Reporting – Common Issues The Costpoint 7.0 Actuate report server must start with an alphabetic character (A-Z, a-z) and can be a combination of alphanumeric characters and an underscore (for example, Report_Tier_1)27 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  28. 28. Web Tier – Common Issues Before starting the installation:  Configure Microsoft’s IIS for Costpoint 7  Follow all instructions  Add role services  Ensure that this process has been completed successfully. Make sure you can access the application directory that was created during the Application Tier installation. If it is not able to import report files from the DELTEK directory it will fail to complete the install. The install also creates a share of your Costpoint 7.0 Costpoint directory (C:DeltekCostpoint70applications or, if upgrading from Costpoint Web 6.1 SP2 IIS, C:DeltekCostpoint). In order for the Application Server (WebLogic) to deploy hot fixes and updates, this directory must be shared with Co-Owner (Full Control) rights.28 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  29. 29. Testing - Higher Risk Areas Payroll Projects -> Billing Preprocessors Materials Accounts Payable and payroll check processing (include verification with your bank if using MICR Font printing) ACH and EFT processing (include testing with your bank) Alternate file locations User Migration Security Groups Application menu changes for existing migrated security groups Web Integration (if applicable)29 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
  30. 30. Next Steps Visit the “What’s New in Costpoint 7” forum Download and begin reviewing the Costpoint 7 Install Guide Attend the “What’s New in Costpoint 7” training classes Request a Readiness Assessment through the DGS team Select a consulting firm to assist you in the planning, testing, upgrade, and training processes Setup a “sandbox” environment30
  31. 31. Thank You!
  32. 32. New Features – Accounting Area Cash Receipts Preprocessor* – Convert EDI and NACHA lockbox transaction files into cash receipts transactions in Costpoint. Fixed Asset Preprocessors* – Import fixed asset additions and disposals into Costpoint and includes export features that facilitate the migration of asset records between systems. Fixed Asset UID (FAR 45) – Generate and store the Unique Identifier (UID) within the Fixed Asset module’s asset master for government furnished equipment. Compliance with FAR 45 Positive Pay Functionality – Modification of check printing to accommodate positive pay requirements from major banking institutions. Vendor Master Preprocessor – Import vendor master records into Costpoint. * Denotes optional product offerings, available at an additional charge32
  33. 33. New Features – People Area Payroll Quality Initiative – Systematic improvements to Compute Payroll, Negative Gross Pay, Local employer Taxes, and Taxed Based on Check Date Labor Proration – Automate pro-ration of labor wages on the timesheets for new hires and terminations that are salaried employees. Pro-rate salaried employee wages at any time in accordance with DOL and corporate policies. Check / Advice Print in Alpha Order – Print payroll checks and direct deposit advices in Alpha Order and add validation for the Locator Code field. Leave Reconciliation – True up Accrued Leave balances by automatically looking for changes in employees’ salaries and balancing against past accrued leave.33
  34. 34. New Features – Project Area ACRN / WAWF improvements – Ability to submit standard ACRN (Accounting Classification Reference Number) bills through WAWF.  Improved mapping of ACRNs with Contract Line Items to facilitate processing.  Addition of Fast Pay functionality for commercial and combo invoices. Restrict Revenue on Closed Periods – Restrict a user from entering or calculating revenue for a previously closed period. Status on Open Billing Detail Report – Modification to the open billing detail report to reflect the status of the transaction (billable, on hold, write off, etc.). The ability to display transactions on the report based on billing user group. Billing Rounding – An alternative rounding methodology for calculating and displaying T&M transactions on standard Costpoint bills. 34
  35. 35. New Features – Materials Area Enhanced PO Voucher Preprocessor – New options to upload subcontract or vendor invoices into Costpoint’s Purchase Order Vouchers application. Improved Sales Order Entry – The ability to use the project revenue level set up and project owning organization within the sales group abbreviation to specify sales order charges. Downloaded UID and RFID info for Tag Generation – ability to download from Costpoint new unique identifier (UID) and radio frequency identification (RFID) information to third party software and specific barcode printers to generate the physical tag. Assign UID upon Manufacturing Order Initiation – The ability to generate Unique Identification information at the time of entering manufacturing order serial numbers. New Supply Consumption Options in Master Production Scheduling – option within the MPS module to allow the user to choose how supply will be consumed by forecasted or sales order demand. 35
  36. 36. New Features – Security Area Costpoint Security Services – Administrators can create and maintain users & user groups Dynamic Menu – Users will only see menu items they have access to Standard User Groups – Will be setup in advance and available for use Strong User Password, Password Expiration, User Failed Login lockout LDAP & SSO support Security Controls at the User, User Group, and Company levels for:  Applications and Modules; Read Only, Full, Deny,  Result Sets; Select, Update, Insert and Delete  Subtasks; None, Execute  Report; None, Execute 36