• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Deltek Insight 2012: User Defined Info Centers in the Real World
 

Deltek Insight 2012: User Defined Info Centers in the Real World

on

  • 776 views

This session discusses User Defined Info Centers and provides successful customer examples of usage. If your firm isn't taking advantage of this powerful Vision functionality, you can't afford to miss ...

This session discusses User Defined Info Centers and provides successful customer examples of usage. If your firm isn't taking advantage of this powerful Vision functionality, you can't afford to miss this session! Beginner Level.

Statistics

Views

Total Views
776
Views on SlideShare
776
Embed Views
0

Actions

Likes
1
Downloads
8
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Deltek Insight 2012: User Defined Info Centers in the Real World Deltek Insight 2012: User Defined Info Centers in the Real World Presentation Transcript

    • User Defined Info Centers inthe Real WorldTeresa Nelson, Product Manager, DeltekPS-49
    • AgendaWhat are User Defined Info Centers (UDICs)?Real World Examples  Applicants  Master Service Agreements (MSAs)  Assets  Offline StorageCreating a New Info CenterSupported Functionality2 ©2012 Deltek, Inc. All Rights Reserved
    • What are User DefinedInfo Centers (UDICs)?
    • User Defined Info Centers (UDICs)…Are custom info centers built for yourunique needs without custom coding.Appear to be standard info centers tothe typical user.Enable you to extend Vision rather thancreating separate systems.Are configured just like other infocenters.
    • Real World Examples
    • Applicants Info CenterTrack new applicants and their status.Use activities to record communication and to scheduleinterviews.Attach resume to the Files tab.Use workflow to facilitate anapproval process, notify keypersonnel of status changes,and to create an employeerecord.Use reports and thedashboard to keep track ofyour hiring efforts.6 ©2012 Deltek, Inc. All Rights Reserved
    • Master Service Agreements (MSAs)Track the entire MSA process from pursuit to use of awardedMSAs.Track how you are marketing active MSAs via activities andopportunities.Attach proposals and contractsas files.Use workflow to ensure youare not missing out onopportunities and you are usingthe entire amount within thetime period.7 ©2012 Deltek, Inc. All Rights Reserved
    • AssetsSimple Fixed Asset info center to track your assets.Use workflow to:  Create a purchasing approval process.  Calculate and record monthly depreciation.Review active assets by type ornewly acquired assets usingreports.8 ©2012 Deltek, Inc. All Rights Reserved
    • Offsite StorageTrack items in storage for your clients, their exact location, howlong you must store them and when you can purge.Track who has checked out anitem.Use workflow to notify youwhen an item can be purged.9 ©2012 Deltek, Inc. All Rights Reserved
    • Creating a New Info Center
    • Steps to Create a New Info Center1. Carefully plan what you will 4. Create saved searches, create. options, and report a. What information do you favorites. really need to track? 5. Create workflows. b. What will people actually populate? 6. Set access in Security c. Who will use it and how? Roles. d. How will you roll it out? 7. Create help documentation2. Create the info center and enter the URL. (including tabs, fields, and 8. Train and roll out. grids).3. Design the info center in the Screen Designer.11 ©2012 Deltek, Inc. All Rights Reserved
    • Creating a New Info Center12 ©2012 Deltek, Inc. All Rights Reserved
    • Configuring the Info CenterNew field types:  Name (Maximum 3)  Record ID (Number)  Links to other UDICsNew grid types:  Activities  Files13 ©2012 Deltek, Inc. All Rights Reserved
    • User Defined Field PropertiesInclude in Search By?Which fields should besearched? Include in Search Results? Which fields should be included in the search results in the lookup dialog?14 ©2012 Deltek, Inc. All Rights Reserved
    • Designing the Info Center15 ©2012 Deltek, Inc. All Rights Reserved
    • Supported Functionality
    • What’s Supported?WorkflowAuditingAuto-numberingReports: List, Summary, and AuditActivitiesDashboard17 ©2012 Deltek, Inc. All Rights Reserved
    • What’s Not Supported (yet)?Merge Templates and Custom ProposalsAnalysis CubesIntegrated Help18 ©2012 Deltek, Inc. All Rights Reserved
    • Conclusion
    • ConclusionCreating a UDIC is simple and inexpensive.You can easily customize Vision to fit your company’s uniquebusiness.Centralize your data with UDICs to streamline your processesand data entry.20 ©2012 Deltek, Inc. All Rights Reserved
    • Call to ActionStart planning your user defined info center!21 ©2012 Deltek, Inc. All Rights Reserved
    • Thank You!
    • AppendixScreenshots of Examples
    • Applicants General Information24 ©2012 Deltek, Inc. All Rights Reserved
    • Applicants Education and Employment History25 ©2012 Deltek, Inc. All Rights Reserved
    • Applicants Activity Tab26 ©2012 Deltek, Inc. All Rights Reserved
    • Applicants Files Tab27 ©2012 Deltek, Inc. All Rights Reserved
    • MSAs28 ©2012 Deltek, Inc. All Rights Reserved
    • Assets29 ©2012 Deltek, Inc. All Rights Reserved
    • Offsite Storage30 ©2012 Deltek, Inc. All Rights Reserved