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Deltek Insight 2011: What’s New in Costpoint 7


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Deltek Insight 2011: What’s New in Costpoint 7

  1. 1. CP-229What‟s New in Costpoint 7Warren LinscottDirector of Product ManagementSidra BermanDirector of Product Marketing
  2. 2. DisclaimerThe information shared in this document regarding plans & product featuresbeyond the current release of Costpoint (v6.1 SP2) is consideredconfidential. Furthermore, it does not represent a commitment on the part ofDeltek to deliver the new functionality within any specific timeframe.Copyright © 2010 Deltek, Inc. 2
  3. 3. Key Takeaways Key architecture differences between CP 6 and 7 Detailed Costpoint 7 scope Costpoint 7 upgrade considerations
  4. 4. What’s New in Costpoint 7 Costpoint 7 – Feature Map User New Extend Experience Features Technology Deployment Document Installation Integration Visual Style Accounting Architecture Automation Online Help Navigation People Hotfixes & Quick Extensibility Performance Reference Patches Partner Usability Projects Compatibility Solutions Deltek Materials Implementation Solutions System 4Copyright © 2010 Deltek, Inc.
  5. 5. What’s New in Costpoint 7 Costpoint 7: User Experience Visual Styling Navigation Usability Copyright © 2010 Deltek, Inc. 5
  6. 6. Costpoint 7: User Experience Visual Styling  Interactive elements restyled:  Context improvements:  Date picker restyled and simplified  Visual hierarchy (drop-shadows, modal dimming, varying color, tone, shade and  Informational tips & Tooltips weight)  Progress indication for longer-duration  Animations, transitions and dynamic system processes updates for improved user context  Dialog, result set and group titles  Product wide modifications:  Action buttons, Checkboxes, Select  New softer color palettes (combination) boxes, Multi-select combination boxes, option-select lists,  Optimized for 1024x768 pixel screen List box, Radio button, Scroll bars, size Group boxes (nested), Text input fields, Static text fields, Hyperlinks Copyright © 2010 Deltek, Inc. 6
  7. 7. Copyright © 2010 Deltek, Inc. 7
  8. 8. Costpoint 7: User Experience Navigation Menu Redesign  Add items through administration or from the Bread Crumb navigation  Familiar 4 tier drill down menu (Domain Module Action Area Application)  Open Applications – Easy access to open applications  Bread Crumb Navigation  File Menu – Standard file menu just as in  Easy Access to any menu tier from client server current application  Standard Shortcut Keys – File menu,  Consistent naming & placement of Toolbar, Applications actions have been applications linked to standard shortcut keys  Access to menu items based on your  User Flows – Order of operations focused user or user group security navigation tool available key business My Menu processes, Project, Employee, Parts, Goods, Services, etc.  Standard star icon, easy to find Copyright © 2010 Deltek, Inc. 8
  9. 9. Costpoint 7: User Experience Navigation Application Menu Navigation Application Breadcrumb Open Applications User Preference / Configuration My Menu Select Company Product Log Out Copyright © 2010 Deltek, Inc. 9
  10. 10. Costpoint 7: User Experience Navigation Domain • Accounting • Projects Module • People • Materials • Approximately • Administration 42 distinct Area areas, divided by function • Master Data within each • Process- Application domain oriented Flows • Reports • Various, end of • Audit Reports the navigation • Module Utilities path • Interfaces • Controls • Administrative Utilities Copyright © 2010 Deltek, Inc. 10
  11. 11. Costpoint 7: User Experience Navigation Breadcrumb Navigation Navigation Path Recognition Domain Icons Module Icons Copyright © 2010 Deltek, Inc. 11
  12. 12. Costpoint 7: User Experience Navigation Product-level tools bars Record-level tool bars Toolbar with icons Toolbar with icons only and labels Copyright © 2010 Deltek, Inc. 12
  13. 13. Costpoint 7: User Experience Usability User, Group, and Role Improvements:  New Required Field Indicator  Consolidation of „User Preferences‟ and  Action Cues – Consistent Action buttons „Screen Configurations‟ into single „User throughout dialogs, result sets, and message Settings‟ panel. popups  Redesigned simplified Login Screen  Validation, Information, Warning, and Error Messages  Toolbars - custom configuration, including drag-drop reordering and  distinct visual style to distinguish add/remove between message type Toolbars  “Jump to field” for actionable messages  New more recognizable Icons  True split button functionality Copyright © 2010 Deltek, Inc. 13
  14. 14. Costpoint 7: User Experience Usability Distinct Messages Copyright © 2010 Deltek, Inc. 14
  15. 15. Costpoint 7: User Experience Usability Field Level Lookups Queries  Infield lookup icons for form, table,  Table View / Form View and grid views  Toggle between familiar Form View  Enhanced Look up dialog box and new Table View Find Query  Create, View, Edit, and Action multiple transactions at the same  Begins With & Like qualifiers for time in Table View Find elements.  Default Table view for viewing query results  Enhanced Save Query functionality  Standard controls for building Copyright © 2010 Deltek, Inc. 15
  16. 16. Costpoint 7: User Experience UsabilityClient Server Look up from tool bar CP7 Look up from field Copyright © 2010 Deltek, Inc. 16
  17. 17. Costpoint 7: User Experience UsabilityClient Server Query & Find CP7 Query & Find Copyright © 2010 Deltek, Inc. 17
  18. 18. Costpoint 7: User Experience Usability Grids Result Sets  Fencing key columns to freeze them in place  Re-order columns and save as a User, User Group, or Company  Visual queues for moving between configuration table and form views  Resize column for higher  New clear visual style for result set resolutions to view more data at tool bars and labels once  User tab re-ordering configuration  Record set paging controls and by user, user group, or Company position indicator „1 of N‟, next, previous  Row state visualizations, Unselected, Selected, and Focused Copyright © 2010 Deltek, Inc. 18
  19. 19. What’s New in Costpoint 7 Costpoint 7: New Functionality Accounting People Projects Materials System Copyright © 2010 Deltek, Inc. 19
  20. 20. Costpoint 7: New Functionality Accounting 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. Copyright © 2010 Deltek, Inc. 20
  21. 21. Costpoint 7: New Functionality People 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. Add the to 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. Copyright © 2010 Deltek, Inc. 21
  22. 22. Costpoint 7: New Functionality Projects ACRN / WAWF improvements – Ability to submit standard ACRN bills through WAWF. Improved mapping of ACRNs with CLINs 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.. Copyright © 2010 Deltek, Inc. 22
  23. 23. Costpoint 7: New Functionality Materials 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 use the project revenue level set up and project owning organization with in the sales group abbreviation to specify sales order charges. Downloaded UID and RFID info to tag Generation – ability to download from Costpoint new unique identification identifiers (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 generated 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. Copyright © 2010 Deltek, Inc. 23
  24. 24. Costpoint 7: New Functionality System  Customization of Standard Labels – The ability to customize standard labels through out the system such as changing „Projects‟ to „Contracts‟ throughout Costpoint.  Segregation of Duties – The ability to configure access restrictions by user or user group to Costpoint applications.  Workflow Enhancements – Additional workflow management capabilities introduced in Costpoint Web. Copyright © 2010 Deltek, Inc. 24
  25. 25. Costpoint 7: New Functionality System Jump to field – Action messages contain a hyper link which will place the focus on the field which needs action taken. Displaying Multiple Messages – Costpoint 7 will display multiple action messages to the user at one time rather than the one at a time paradigm that existed in Client Server. Application Configurations – Users have the ability to manipulate the layout of any application and save that configuration. Manage customization to application layout, size, grid fencing and field ordering by user, user group, or company. Job Server Enhancements– Batch mode processing replacing the client server process server. The Job server will no longer run on a designated work station but will now run on the Application Server:  Process & Report status inquiry - Monitoring Process Server Use and Expected Availability  Job Prioritization – determine which jobs have priority in the queue or when there is a conflict.  Retry Locked Jobs – System will automatically retry jobs and will notify when the retry limit has been reached. Copyright © 2010 Deltek, Inc. 25
  26. 26. Costpoint 7: New Functionality System  Report Customization  Report Localization and Internationalization  support for company-wide and report specific logos  support for formatting of currencies, numbers, dates/times based on locales  support for dictionary/custom terms for and currency codes (reports can be report labels previewed differently based on different  custom page footer disclaimer user profile settings – country/locale) statement (configurable by users in  Localization and International supported System Settings) for reports stored in reporting archive  conditional display of currency symbols without re-executing report. (configurable by users in System  data-driven formatting of currencies, Settings) numbers, dates/times based on locales  support for custom fonts (users can and currency codes. choose fonts before printing) Copyright © 2010 Deltek, Inc. 26
  27. 27. Costpoint 7: New Functionality System Report Execution and Performance  Report Layout  New supported format; PDF, HTML,  Improved readability, multiple colors, & RTF/DOC, EXCEL, XML separation lines  Asynchronous execution of reports from the  rich html formatting in preview application, job server, or print preview  standardized layout for listing and grouped  Store and share archived reports types of reports  Deliver reports to email, file, network printers,  standardized cover page, page local printers (1-click print), or archive headers/footers  Control what delivery options by user  hyperlinked Report Table Of Contents (TOC)  reporting archive security by user  ability to run “quick reports” on data from the maintenance screens  In posting applications any report delivery option (file, e-mail, archive, etc) is sufficient to proceed with posting Copyright © 2010 Deltek, Inc. 27
  28. 28. Costpoint 7: New Functionality System Security Features:  Security Controls at the User, User Group, and Company levels  Costpoint Security Services – for: create & maintain users & user groups  Applications and Modules; Read Only, Full, Deny,  Dynamic Menu – Users will only see menu items they have access  Result Sets; Select, Update, too Insert and Delete  Standard User Groups  Subtasks; None, Execute  Strong User Password, Password  Report; None, Execute Expiration, User Failed Login lockout  LDAP & SSO support Copyright © 2010 Deltek, Inc. 28
  29. 29. Costpoint 7: New Functionality System Enterprise Content Management  Updating metadata in CMS based on Integration: information in Costpoint documents  Link a document in Costpoint with a  SharePoint integration through native document in CMS API.  Linked CMS documents will stay  Support for OASIS Content attached with Costpoint document as it Management Interoperability Services is being processed (CMIS)  Ability to view linked CMS documents  Microsoft announces support for from Costpoint CMIS in SharePoint 2010  Ability to define link between Costpoint  ECM announced support for CMIS applications and CMS document types in Documentum 6.7 release  Using metadata describing CMS documents as a starting point to enter Costpoint documents Copyright © 2010 Deltek, Inc. 29
  30. 30. Costpoint 7: New Functionality SystemSingle-User Functions will be delivered in two phases. Below is a depiction of the generic steps a user must take Open Execute Process Data Entry Save Data Application Process Complete Locking occurs during the Open Application process in the current ClientServer versions of Costpoint causing the majority of pain for the user community. Costpoint 7 will allow users to perform the first three steps concurrently: Open Data Entry Save Data Application The remaining Multi-User Functions will be delivered in a future release of the Costpoint 7.x product family. Execute Process Process Complete Copyright © 2010 Deltek, Inc. 30
  31. 31. What’s New in Costpoint 7 Costpoint 7: Technology Architecture Performance Compatibility Implementation Copyright © 2010 Deltek, Inc. 31
  32. 32. Costpoint 7: Technology Architecture 100% Web based architecture – Costpoint 7 is build on a n-tier web based architecture creating a rich user experience on J2EE technology. N-Tier architecture – Presentation, Web, Application, Database, and Reporting Report Server – Actuate iServer for increased scalability Client Server will be completely decommissioned with this release!  Citrix, terminal server, and remote desktop solutions can be decommissioned.  Only a supported browser will be required for the Client Copyright © 2010 Deltek, Inc. 32
  33. 33. Costpoint 7: Technology Architecture – Historic Client Server Architecture Copyright © 2010 Deltek, Inc. 33
  34. 34. Costpoint 7: Technology Architecture – Basic CP7 deployment Browser Oracle 10g/11g R2 IE 8 & 9 10.3.4 11 MSS2005/2008 R2 Copyright © 2010 Deltek, Inc. 34
  35. 35. Costpoint 7: Technology Compatibility Target Costpoint 7 3rd party platform  Windows Server 2003 x86 support:  Windows Server 2008 R2 x64  Oracle 10g & 11g R2  WebLogic 10.3.4  Oracle RAC support  Actuate 11  SQL Server 2005 SP3  Client side requirements will be  SQL Server 2008 R2 based on Internet Explorer  Internet Explorer 8 & 9 compatibility since CP7 will be fully web enabled.  IIS Copyright © 2010 Deltek, Inc. 35
  36. 36. Costpoint 7: Technology ImplementationCostpoint 7 will a web based, J2EE compliant,  Client Server End Users, will be migrated to multi-tier application. The following CP7 web security during the considerations highlight the changes that will migrationupgrade process. be required to your environments:  MigrationUpgrade Paths, will be from 6.1 SP2 For clients not running CPWeb today setup  Citrix servers or Terminal Servers, are no of a Web server, Application server, and Web longer required. server will be required.  Client-side Requirements, will be driven  Web Server – IIS (provided by Microsoft) or based on Internet Explorer versions that are Weblogic 10.3.3 (licensed through Deltek) supported given that the UI will be all web  Application Server – Weblogic 10.3.3 based. (licensed through Deltek)  Report Server – Actuate 10 (licensed through Deltek) Copyright © 2010 Deltek, Inc. 36
  37. 37. What’s New in Costpoint 7 Costpoint 7: Deployment Installation Automation Hot Fixes & Patches Copyright © 2010 Deltek, Inc. 37
  38. 38. Costpoint 7: Deployment Installation Automation Automating the current 100+ step installation process into a wizard applications which prompts users for information and automates configuration of 3rd party components.  User prompts and guidance  32-bit and 64-bit installations combined in the same installer  Full logging and audit trail for clean or unclean installation runs Copyright © 2010 Deltek, Inc. 38
  39. 39. Costpoint 7: Deployment Hot Fixes & Patches Maintenance Console  Automatic download , manually driven install of hotfixes and patches on an instance basis  Automatically high-lighting or downloading hot fix dependencies into a single installation package  Instance Audit trail of previous downloads and installation record  Integrated with Customer Care support site based on user credentials Copyright © 2010 Deltek, Inc. 39
  40. 40. What’s New in Costpoint 7 Costpoint 7: Document Online Help Quick Reference Cards Copyright © 2010 Deltek, Inc. 40
  41. 41. Costpoint 7: Document Online Help Improved Help Interaction  Screen Location Drop-downs  Improved topic organization & shorter topics  Embedded links to related topics Improved Help Content  Match new Web applications and UI  Concept overviews  Procedural documentation Copyright © 2010 Deltek, Inc. 41
  42. 42. Costpoint 7: Document Quick Reference Cards New Quick Reference Cards (QCR) to provide help at a glance: Copyright © 2010 Deltek, Inc. 42
  43. 43. What’s New in Costpoint 7 Costpoint 7: Extend Partner Integration Extensibility Deltek Solutions Solutions Copyright © 2010 Deltek, Inc. 43
  44. 44. Costpoint 7: Extend Integration Costpoint Integration Console – A tool to build customized web services for your specific integration needs. The integration console will help you build, test and deploy web services.  Web Services – Web APIs used to Invoke specific transactions, processes, and reports within Costpoint  Basic Authentication through CP directory services Deltek Connector– An integration framework deployed to facilitate integrations for our clients:  Deltek to Deltek integrations e.g. Costpoint CRM to Costpoint  Client 3rd Party systems to/from Costpoint  Deltek Partner Solutions to/from Costpoint Copyright © 2010 Deltek, Inc. 44
  45. 45. Costpoint 7: Extend Extensibility Services Extensibility Services through Deltek on top of existing application logic Consulting Services will provide the  Add custom data defaulting logic on capability to extend baseline Costpoint functionality: top of existing application logic  Invoke custom logic before and  Reposition fields & labels after process/action execution  Add new or hide existing non-  Support for custom Stored required fields Procedures, Java classes and e-  Make non-required fields required mails  Set or change default field values  Segregated extensions from Deltek code  Customization of labels for specific applications  Add custom data entry validations Copyright © 2010 Deltek, Inc. 45
  46. 46. Costpoint 7: Extend Deltek Solutions Costpoint Budgeting& Planning (New) – Budgeting creation and reporting sandbox integrated with Costpoint financials. Costpoint Analytics (New) – Executive analytical dashboard solution for slicing and dicing Costpoint data. Costpoint CRM – Customer Relationship Management solution (formerly GovWin). Enterprise Planner – Advanced Custom Budgeting TESS – Time & Expense, and Employee Self Service DPM – Deltek Performance Management for custom reporting EVM – Earned Value Management solutions; Cobra, MPM Copyright © 2010 Deltek, Inc. 46
  47. 47. Costpoint 7: Extend Partner Solutions Dynafact – Advanced Planning and Scheduling ECP (Enterprise Consulting Partners) – Document Management Lumigent – Database auditing TIP Technologies – Quality control for manufacturing SilkRoad – HR solutions Data Max – Barcoding Copyright © 2010 Deltek, Inc. 47
  48. 48. Call to Action Contact your Deltek Global Services representative for details on upgrades Come see Costpoint 7 at the Expo Hall
  49. 49. Questions?49 5/22/2012 ©2011 Deltek, Inc. • CONFIDENTIAL • All Rights Reserved