ECT-201:Customizing Timeand ExpenseMay 18, 2011Presented byMary Bernstein, RAND Corporation
Enabling Success                       Project                      Human               Financial          Project        ...
Do More                       Project                      Human                Project          Financial                ...
Agenda     Pros & Cons of Customization     Customization Levels:    1. Basic Customizations: Using Product Features    ...
Key Take Aways     How do customizations make the Time & Expense product easier      for end-users?     When should my c...
Customizing Time & Expense:Pros Benefits of customizing an off-the-shelf product:     Address gap between business requi...
Customizing Time & Expense:Cons Depending on the type, customizations may:     Increase development and documentation re...
Basic Customization:Setups                                                                    Skill                       ...
Basic Customization:User Defined Fields                                                          Skill                    ...
Basic Customization:Custom Text      Custom text allows you to replace—in real time—labels, email       content, instruct...
Beyond the Basics:MessageBundle File                                                                   Skill              ...
Beyond the BasicsMessageBundle Format                                                                    Skill            ...
Beyond the Basics:Custom Procedures                                                           Skill                       ...
Beyond the Basics:Custom Procedures                                                                                       ...
Advanced Customizations        Warning and Disclaimers        Adjusting Colors        Changing Navigation        Chang...
Advanced Customizations:Warnings and Disclaimers      Unless implemented by Deltek consulting staff, advanced customizati...
Customizing Time & Expense:Limits      Model-View-Controller Architecture                                                ...
Advanced CustomizationsAdjusting Colors                                                         Skill                     ...
Advanced CustomizationsChanging Navigation                                                             Skill              ...
Advanced Customizations3. Changing Defaults                                                          Skill                ...
Advanced Customizations3. Changing Defaults                                                            Skill              ...
Advanced Customizations4. Adding Form Specific Labels                                                Skill                ...
Advanced Customizations4. Adding Form Specific Labels                                  Skill                              ...
Advanced Customizations5. Adding Database Triggers                                                    Skill               ...
Advanced Customizations5. Database Triggers                                                  Skill                        ...
Customizations:Best Practice      Avoid advanced customizations whenever possible.      Use staff with the right skill s...
Summary      Time and Expense is a very flexible product with a variety of features to       enable customized look, feel...
Q&A     Questions?           www.twitter.com/deltek           www.facebook.com/deltekinc           www.linkedin.com/compan...
Call To Action      Take fully advantage of the built-in features that support customized       screens, labels and workf...
References     Deltek Document     Getting Started Guides                         One for each module; step by step for ba...
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Deltek Insight 2011: Customizing Time and Expense

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Deltek Insight 2011: Customizing Time and Expense

  1. 1. ECT-201:Customizing Timeand ExpenseMay 18, 2011Presented byMary Bernstein, RAND Corporation
  2. 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 ©2011 Deltek, Inc. All Rights Reserved
  3. 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, Reporting, GRC & & Management Accounting Labor, Payroll Compliance3 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  4. 4. Agenda  Pros & Cons of Customization  Customization Levels: 1. Basic Customizations: Using Product Features 2. Beyond the Basics 3. Advanced Customization  Customizations Best Practice  Summary  Related Resources4 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  5. 5. Key Take Aways  How do customizations make the Time & Expense product easier for end-users?  When should my company customize?  When should my company avoid customizing?  If I do customize, how can I do it safely?5 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  6. 6. Customizing Time & Expense:Pros Benefits of customizing an off-the-shelf product:  Address gap between business requirements and product function  Reduce user errors  Ease user training and support  Improve consistency of „look and feel‟ with corporate standards (e.g. branding)  Create or enhance interfaces to other systems6 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  7. 7. Customizing Time & Expense:Cons Depending on the type, customizations may:  Increase development and documentation resources  Increase initial testing effort  Increase time to deployment  Increase ongoing maintenance costs because each new patch and new release will require:  Review  Potentially, re-apply, re-install or re-design  Retest  Complicates support interactions  Increases project risk7 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  8. 8. Basic Customization:Setups Skill Level: High  Choose expense form and field names that help the user recognize purpose.8 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  9. 9. Basic Customization:User Defined Fields Skill Level: High  User (e.g., admin) defined fields offer flexible label and content.  Content is visible to approver and exportable to ERP.  Available in ER header and on individual expense types.9 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  10. 10. Basic Customization:Custom Text  Custom text allows you to replace—in real time—labels, email content, instructions and help text throughout the application.  Text can include HTML to control text color, bold/italic, or include URL10 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  11. 11. Beyond the Basics:MessageBundle File Skill Level:The MessageBundle files defines all numbered messages, Highlabels and text.  Each file appears in supported language versions:  US English: MessageBundle_en_US.properties  German: MessageBundle_de_DE.properties  French: MessageBundle_fr_FR.properties  If you don‟t find the label you need in the „Custom Text‟ screens, you can: • Edit the MessageBundle file to change it directly (requires restart) • And/or change the format of the label line so that appears in Custom Text screens.  Found in: <home>applicationsTCAPP-INFclasses11 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  12. 12. Beyond the BasicsMessageBundle Format Skill Level: High The MessageBundle line format: F000420 = P-T Charged ^^ RAND ^^ Expense ^^ Charge Field Label ^^ Text Type ^^ Y ^^ Hint a b c d e f g h a) Unique Label Number b) Visible Text Field c) Custom Text Module d) Custom Text Screen Application e) Page f) Type g) Custom Text Visibility Flag (N/Y) h) Admin Hint Text12 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  13. 13. Beyond the Basics:Custom Procedures Skill Level:  Some business requirements require additional validations High during the process of completing timekeeping or expense business process, for example:  State of California timekeeping rules  Company specific preauthorization rules  Special cross-form validations  Custom procedure framework allow insertion of customer (or consultant) prepared PL/SQL code.  Framework exposes pre-defined set of input parameters and output parameters.  Custom procedure can return warnings (to continue) or errors (to prevent further action) or have other effects behind the scenes.13 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  14. 14. Beyond the Basics:Custom Procedures Skill Level: High  Custom procedures very powerful if:  Custom action fits at supported processing point  Custom action is an addition to existing product functionality Processing Points Post Save Post Sign Approve Approve Pre Save Pre Sign Post Pre Form Type Timesheet p p p p p p Preauthorization p p p p Expense p p p p  Not helpful if:  Custom action occurs at other point, e.g., at expense line save or when entering value into a specific field  Custom action needs to replace or over-ride product functionality14 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  15. 15. Advanced Customizations  Warning and Disclaimers  Adjusting Colors  Changing Navigation  Changing Defaults  Adding Form Specific Labels  Adding Database Triggers15 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  16. 16. Advanced Customizations:Warnings and Disclaimers  Unless implemented by Deltek consulting staff, advanced customizations are not supported by Deltek.  Untested customizations may interfere with product functionality.  Untested customizations may interfere with product functionality.  Proceed at your own risk. Note: RAND is not responsible for problems that may arise or damages that may be incurred.16 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  17. 17. Customizing Time & Expense:Limits  Model-View-Controller Architecture db Controller java classes Model View java classes jsp & css files  Setup options define view & controller actions  Custom procedures influence controller actions at defined action points  Some adaptations to view (i.e., presentation) possible via changes to application source files  Significant changes to look, flow and function not feasible17 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  18. 18. Advanced CustomizationsAdjusting Colors Skill Level:  Background, label, and field colors may need to comply High with corporate standards or branding guidelines.  Color definitions found in .CSS files <home>applicationsTCDeltekTCcomdeltektcframeworkcssalt  Keep limited vision user concerns in mind. RAND As colors shipped18 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  19. 19. Advanced CustomizationsChanging Navigation Skill Level:  Showing unsupported buttons and links confuse users High and increase support calls.  Adding contact links allows immediate interaction with support staff.19 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  20. 20. Advanced Customizations3. Changing Defaults Skill Level: High  Some screens require multiple clicks for each uses, particularly search screens in the Expense module.  Adjusting default checkbox default settings can save time and reduce user frustration.  To find the right .jsp file: • View frame source • Look for: <input type=hidden name=unit id=unit value=„modulename> • Find file with same name in: <home>applicationsTCDeltekTCcomdeltektcmodulename20 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  21. 21. Advanced Customizations3. Changing Defaults Skill Level:  For example, expense search screen code found in: High <home>applicationsTCDeltekTCcomdeltektcexprptsearch ExpReportSearch.jsp  In jsp file, find checkbox definition and omit “checked”  Restart application server after any changes to .jsp files.  Note key words in comment field—eases identification of customized code21 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  22. 22. Advanced Customizations4. Adding Form Specific Labels Skill Level:  Form setup allows custom expense category and High expense types.  Expense types can be used on multiple form types.  However, for different labels for the same screen or cell on different forms, you must customize.  Add statements that test for form type, then substitute desired label numbers.  If desired label not already in MessageBundle file, add new custom lines with unique label numbers.22 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  23. 23. Advanced Customizations4. Adding Form Specific Labels Skill Level: High  In expense report, use different label on purpose and description fields based on ER type:23 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  24. 24. Advanced Customizations5. Adding Database Triggers Skill Level: High  Database triggers: • Can be used on an insert, update or modification of any table in system. • Tricky to write and test. • Require developer to have deep understanding of both the application data and the application functions. • Can degrade system performance. • Can have unexpected side-effects if trigger interferes with application function.24 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  25. 25. Advanced Customizations5. Database Triggers Skill Level: High  Simple trigger on DESKTOP_AUTH_TASKS makes it easier for travel approvers to see international travel and second level role.25 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  26. 26. Customizations:Best Practice  Avoid advanced customizations whenever possible.  Use staff with the right skill set to do the work.  Always keep original vendor files.  Test thoroughly.  Document customization extensively--record and explain every single change to every single file or table!  Build time into all subsequent project plans to review, re-apply, and re-test.26 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  27. 27. Summary  Time and Expense is a very flexible product with a variety of features to enable customized look, feel, and function.  In some cases “advanced” customization is justified.  Advanced customizations will incur costs throughout product lifetime.  Follow best practice guidelines to avoid problems down the road.27 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  28. 28. Q&A Questions? www.twitter.com/deltek www.facebook.com/deltekinc www.linkedin.com/company/163414 www.youtube.com/user/deltekinc28 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  29. 29. Call To Action  Take fully advantage of the built-in features that support customized screens, labels and workflow.  Take advantage of the custom procedure support to enhance validations and perform other company-specific actions.  Contact your product manager to request more customization features!29 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  30. 30. References Deltek Document Getting Started Guides One for each module; step by step for basic customizations. Technical Guides Consolidated document with detail technical material beyond basic customizations. Release Notes Detailed guide on changes from last version. Assists with customization review process. Install & Upgrade Docs Includes guide on installing custom help files. ERD Database guide essential for advanced customization developers.30 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved

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