Deltek Insight 2012: Introducing Vision Navigator

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Learn about Deltek's revolutionary new tool for project managers -- Vision Navigator. Designed and built from the ground up as a one-stop-shop for project managers to use to plan, review, analyze and execute their projects, Navigator will have a significant positive effect on project management best practices in your organization. Beginner Level.

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Deltek Insight 2012: Introducing Vision Navigator

  1. 1. Introducing DeltekVision NavigatorBret Tushaus, DeltekPS-93
  2. 2. Agenda What is and Why Navigator? Technical Considerations Product Demonstration Frequently Asked Questions Q&A2 ©2012 Deltek, Inc. All Rights Reserved
  3. 3. What is and Why Navigator? Technical Considerations Product Demonstration Frequently Asked Questions Q&A3 ©2012 Deltek, Inc. All Rights Reserved
  4. 4. Impetus Behind Navigator Driving project manager adoption throughout organizations Responding to what we have heard from users Solution for front office workers Making use of the tool less intimidating Providing tools in line with consumerization of technology Connecting tool to everyday tasks4 ©2012 Deltek, Inc. All Rights Reserved
  5. 5. Navigator is a revolutionary new tool intended to give projectmanagers what they need to plan, review and execute theirprojects – in a streamlined and consolidated manner. This isa tool that benefits the project managers by giving them justwhat they need to do their job, while simultaneouslybenefiting the organization through facilitating the collectionof more accurate and complete project information andmore closely monitored projects.5 ©2012 Deltek, Inc. All Rights Reserved
  6. 6. What Is Navigator? Project Manager focused tool giving them everything they need to manage their projects Work and think how project managers work and think to empower them to plan, review and execute Streamlined and consolidated Information review and data entry Visually oriented / inviting interface One-stop-shop for all things project management Accessible from anywhere PLAN | REVIEW | EXECUTE6 ©2012 Deltek, Inc. All Rights Reserved
  7. 7. Streamlined and Simplified Intent is NOT to entirely recreate/replicate Project Planning with a different interface Focus on best practices Focus on common measures/metrics and performance monitoring Minimize configuration and options Eliminate the need for project manager to understand the inner workings of Vision May not represent exactly the way all organizations work; trying to get as broad of coverage as possible Minimize training required Project manager think about the project, not about the tool7 ©2012 Deltek, Inc. All Rights Reserved
  8. 8. What is and Why Navigator? Technical Considerations Product Demonstration Frequently Asked Questions Q&A8 ©2012 Deltek, Inc. All Rights Reserved
  9. 9. Technical Considerations  Vision 6.2 SP2 or later (7.0 GA)  Server side  Same requirements as Vision  Installed on application server (separate server supported in future)  Runs in IIS, communicates via HTTP/HTTPS  Supports Windows Authentication  Separate download, separate installation  Hot fixes / updates delivered with Vision  Browser Support  IE8 and above (Chrome frame plug in required for IE8)  Chrome (most recent version, cross platform)  Safari (most recent version, cross platform)  Firefox (most recent version, cross platform)  iOS and Android tablets9 ©2012 Deltek, Inc. All Rights Reserved
  10. 10. Deployment Model10 ©2012 Deltek, Inc. All Rights Reserved
  11. 11. Technical Considerations  Form Factor (for device-based usage)  iOS tablets  Android tablets  No smartphones solution today  Multi-lingual translatable & localizable – first version is English only  Multi-currency/company enabled  Zero client install11 ©2012 Deltek, Inc. All Rights Reserved
  12. 12. What is and Why Navigator? Technical Considerations Product Demonstration Frequently Asked Questions Q&A12 ©2012 Deltek, Inc. All Rights Reserved
  13. 13. Understanding Plan Existence Project Plans are editable in either Vision Planning or Navigator NEVER BOTH Plan created and edited in Vision Plan created and edited in Navigator (read only, but viewable in Navigator) (read only, but viewable in Vision) plan conversionVision Plans can be converted to Navigator as long Navigator plans can always be converted to Vision as they are compatible with Vision (more later)(It is not the intention with Navigator that plans are consistently round-tripped between Vision and Navigator) (none of this applies to customers without Resource Planning module)13 ©2012 Deltek, Inc. All Rights Reserved
  14. 14. Project WBS The WBS represented in Navigator is dictated by the WBS from Project info center record – the WBS cannot be edited from within Navigator.  No Labor Code mapping/planning in Navigator14  WBS will always only be 3 levels
  15. 15. How can Navigator become even more powerful and foster collaborative teams?15 ©2012 Deltek, Inc. All Rights Reserved
  16. 16. …Social Collaboration Solution Kona is Deltek’s free social collaboration platform A better way than email to communicate and move a groups purpose forward Empower individuals, increase accountability, and create closer feeling teams Better communication and tracking of whats important makes it easier to achieve your group and individual goals Personal Life Project Teams at Social, but with a Groups Work Purpose16
  17. 17. …Social Collaboration Solution17
  18. 18. …Social Collaboration Solution Intern Designer Contractor Project Client Manager Project Consultant Accountant18 Organizational Manager
  19. 19. …Social Collaboration Solution Intern Designer Contractor Project Client Manager Project Consultant Accountant19 Organizational Manager
  20. 20. …Social Collaboration Solution Collaborate in Spaces with People Collaborate with…  Conversations  Tasks  Events  Files Capture everything in one place in context20 ©2012 Deltek, Inc. All Rights Reserved
  21. 21. …Social Collaboration Solution Spouse YOU School Fundraiser PTO Girl Scout Troop Book Club Because Life is your BiggestFamily Trip Project21 Soccer Coach
  22. 22. Project teams that areNavigato + = better-connected r Exposing the social collaboration layer directly in Navigator – empower Navigator users to stay better-connected to their project teams22 ©2012 Deltek, Inc. All Rights Reserved
  23. 23. Kona Integration Integration allows for associating a Kona Space with a Navigator (Vision) Project Enables interaction with conversations, events, tasks and files User must be setup in Kona and enter Kona credentials in Navigator Can participate in conversations via Navigator and view content – cannot, yet, create Kona content Allows for interaction with internal team members and external team members (people on the other end do not need Navigator) Extremely unique “social layer” that will be built on over time23 ©2012 Deltek, Inc. All Rights Reserved
  24. 24. What is and Why Navigator? Technical Considerations Product Demonstration Frequently Asked Questions Q&A24 ©2012 Deltek, Inc. All Rights Reserved
  25. 25. Mobile Navigator25 ©2012 Deltek, Inc. All Rights Reserved
  26. 26. What is and Why Navigator? Technical Considerations Product Demonstration Frequently Asked Questions Q&A26 ©2012 Deltek, Inc. All Rights Reserved
  27. 27. What is and Why Navigator? Technical Considerations Product Demonstration Frequently Asked Questions Q&A27 ©2012 Deltek, Inc. All Rights Reserved
  28. 28. Frequently Asked Questions  Is there a cost for the Navigator Module?  Is Vision Resource Planning Required for Navigator to work?  Are project plans that are created in Vision Resource Planning visible/available in Navigator?  What functionality is disabled if I don’t have Vision Resource Planning?  Does Navigator replace Vision Resource Planning?  Can Navigator be used for Opportunities?  Can I plan Consultants and Expenses with Navigator?  If I own Resource Planning, will I be able to see and edit Navigator data via resource management?  How can an external team member interact via Kona if they don’t have Navigator?  What are the primary differences between use of the Project Budget Worksheet, Navigator and Resource Planning?28 ©2012 Deltek, Inc. All Rights Reserved
  29. 29. Frequently Asked Questions Feature/Functionality Budget Navigator Resource Worksheet Planning Budget/Plan Labor and Expenses at WBS Levels ✔ ✔1 ✔ Labor Code Based Budgeting ✔ ✔ View Key Project Metrics (budget/plan, ETC, EAC, JTD) ✔ ✔ ✔ Utilize as Budget Source in Reports ✔ ✔2 ✔ Graphical Views of Key Project Metrics ✔ Budget/Plan Labor by Resource/Employee ✔ ✔ Budget/Plan Labor and Expenses Over Time ✔1 ✔ Budget/Plan at Both Cost and Billing ✔ ✔ View and Schedule Resources Based on Availability/Utilization ✔ ✔ View Resource/Employee Utilization Across Entire Organization ✔ View and Schedule Resources Based on Skills ✔ ✔ Alert Notifications When Resources are Scheduled ✔ ✔ Resource Utilization Reporting ✔ Project Planning Reporting ✔ Project Plans with more than 3 levels of WBS ✔ Project Plans with Multiple Accordion Calendar Scales ✔ Project Plans Mapped to Multiple Projects ✔ Project Plans with WBS Different from Project WBS ✔ Assign Resources in Project Plans at WBS Levels Other Than Lowest Level ✔ Utilize From Any Browser ✔ Utilize From Tablet Devices ✔ Collaborate via Kona ✔29 ©2012 Deltek, Inc. All Rights Reserved
  30. 30. Frequently Asked Questions How can I get the LA Release??30 ©2012 Deltek, Inc. All Rights Reserved
  31. 31. What is and Why Navigator? Technical Considerations Product Training/Demonstration Frequently Asked Questions Q&A31 ©2012 Deltek, Inc. All Rights Reserved
  32. 32. Thank You!Bret Tushausbrettushaus@deltek.com
  33. 33. Appendix
  34. 34. Connecting and LoginURL to access NavigatorSame login mechanism/flow as VisionWindows Authentication is supported Language links (not currently enabled) Same credentials used to access Vision Same DB choices from Weblink34 ©2012 Deltek, Inc. All Rights Reserved
  35. 35. Interface OverviewGeneral optionsand actionsWork area and mainnavigation tabsProject list(retractable)Kona integrationaccess 35 ©2012 Deltek, Inc. All Rights Reserved
  36. 36. General Options and Actions • Date and number formatting • Sort for project list • Kona credentials • Objective feedback • Uses Google Analytics • Used by Deltek36
  37. 37. Project List and Selection SetsRetract projectlist paneSelection setchoices – populates • Build selectionproject list sets to populate project listProject list filter(applies only to • Last selectioncurrent selection set rememberedset)Project listStatus indicators No contract EAC exceeds contract (hard-coded 200 project limit for any project list selection set) 37 (all Vision role security honored)
  38. 38. Security – Project Record AccessRead Only access…  I can see the project in the project list and on the dashboard tab.  I cannot change the project’s image and Kona spaceFull, Add/Modify, or Modify Only access…  I can see the project in the project list and on the dashboard tab.  I can change the project’s image and Kona spaceRecord Level View access to a project…  I can see the project in NavigatorRecord Level Update access to a project…  I can change the project’s image and Kona space38 ©2012 Deltek, Inc. All Rights Reserved
  39. 39. Dashboard  Name = Short Name from Project info center  Number = WBS1 from Project info center  Project Manager = Project Manager name  Contract Start – End = Initial Start and Estimated Completion from Dates & Costs tab in Project info center  Contract = total Compensation amount from Project info center, WBS1 only, Currency used is based on "Use billing currency not project currency" in Configuration/Accounting/System Settings  Target Multiplier = Target cost Multiplier assigned in the plan on the General tab, is blank if plan’s Budget Type = Billing  Tooltip – all of these definitions39 ©2012 Deltek, Inc. All Rights Reserved
  40. 40. Dashboard  EAC Multiplier = Compensation / Labor EAC at cost for WBS1, is blank if plan’s Budget Type = Billing, if project is Top Project for multiple plans that are in utilization, the system sums the labor EAC amounts from the plans, Currency used is based on "Use billing currency not project currency" in Configuration/Accounting/System Settings  Job to Date = Labor at billing rates through today for WBS1, includes unposted labor regardless of setting in plan  Estimate to Complete = Labor ETC at billing for tomorrow forward for WBS1  Estimate at Completion = JTD labor @ billing through today + ETC labor @ billing from tomorrow forward for WBS1, if project is Top Project for multiple plans that are in utilization, the system sums the amounts from the plans40 ©2012 Deltek, Inc. All Rights Reserved
  41. 41. Dashboard – Change Image (image is stored in Vision DB and same image is displayed for every user)41 ©2012 Deltek, Inc. All Rights Reserved
  42. 42. Dashboard – Dashparts Tooltips Maximize Dashpart swap Link (for some dashparts on supported browsers)42 ©2012 Deltek, Inc. All Rights Reserved
  43. 43. Charts – Labor Plan Summary Link to labor tab Contract = Compensation ETC Amount = Labor ETC at billing for tomorrow forward for WBS1 JTD Amount = JTD Labor at billing rates through today (hovering/tapping on bars will show represented amounts) (on Planning tab, amounts will adjust based on item selected in planning grid)43 ©2012 Deltek, Inc. All Rights Reserved
  44. 44. Charts – Labor Plan Timeline (clicking on series labels in legend will toggle visibility) Link to labor tab Contract = Compensation Contract Earned = Labor percent complete @ billing (based on the method assigned in the plan) * Compensation from Project IC Actual = Labor actuals at billing rates through todays date. Includes unposted time Planned = Planned labor at billing rates (hovering/tapping on lines will show represented amounts at point in time) (on Planning tab, amounts will adjust based on item selected in planning grid)44 ©2012 Deltek, Inc. All Rights Reserved
  45. 45. Charts – AR and WIP Link to Vision – Project Review (IE only) Accounts Receivable = unpaid invoices • Both Aged charts are shown using the projects Billing currency • Aging buckets cannot be defined by user • Billed is all billed, not just through todays date, same for paid • Taxes billed are included in Billed amount • Unpaid is through todays date • Paid includes amounts from applied retainer Link to Vision – Project Review (IE only) Work in Process = unbilled labor (hovering/tapping on bars will show represented amounts)45 ©2012 Deltek, Inc. All Rights Reserved
  46. 46. Security – Project Planning AccessRead Only access…  I can see the plan information on the Planning tab  I cannot add, edit, or delete a Navigator plan  I cannot see a Navigator plan’s Project Settings  I cannot change a Vision plan to a Navigator planFull access…  I can see the plan information on the Planning tab  I can add, edit, save, publish, revert and delete a Navigator plan  I can see and edit a Navigator plan’s Project Settings  I can change a Vision plan to a Navigator planAdd/Modify access…  I can see the plan information on the Planning tab  I can add, edit, save, publish, and revert a Navigator plan  I cannot delete a Navigator plan  I can see and edit a Navigator plan’s Project Settings  I can change a Vision plan to a Navigator plan Company access…  If a user does not have access to a company, they cannot see plans for projects in companies to which they don’t have access – Planning tab is disabled46 ©2012 Deltek, Inc. All Rights Reserved
  47. 47. Security – Project Planning Access (cont’d)Modify Only access…  I can see the plan information on the Planning tab  I can edit, save, publish, and revert a Navigator plan  I cannot add or delete a Navigator plan  I can see and edit a Navigator plan’s Project Settings  I can change a Vision plan to a Navigator planRecord Level View access to a plan…  I can see plan information on the Dashboard tab  I can select the Planning tabRecord Level Update access to a plan…  I can add, edit, save, publish, revert, or delete a Navigator plan  I can change a Vision plan to a Navigator plan47 ©2012 Deltek, Inc. All Rights Reserved
  48. 48. Security – MiscellaneousBilling Rate Tables  Record Level View access to a billing rate table…  I can select the rate table for a Navigator plan in Project SettingsAccounting  If I have Full Access to Labor Cost Rates/Amounts…  I can see the EAC Multiplier value for the project  I can choose Employee Provisional Rates as the Labor Cost Rate Method in Project Settings.Planning  If I have…  Allow Changes to Baseline selected, I can replace the Baseline plan  Allow Changes to Rate/Method Tables selected, I can edit rate methods and tables in Project Settings48 ©2012 Deltek, Inc. All Rights Reserved
  49. 49. Plan State Icon Save Vision plan Save and publish No plan exists Save baseline Plan saved and published Delete plan Edits not saved Create plan Changes saved but not published (can include status on baseline as well) Convert Vision plan to Navigator Revert Check out plan49 ©2012 Deltek, Inc. All Rights Reserved
  50. 50. Planning Tab Selecting level in labor grid causes chart to display data for that level Grid expansion (hide charts) Tooltip Resource level notes (for data entry component) Contract Start – End = Earliest date with planning entry to latest date with planning entry Contract = total Compensation amount from Project info center JTD Amount = Labor at billing rates through today for WBS1 – resources automatically added in plan ETC Amount = Labor ETC at billing for tomorrow forward for WBS1 EAC = JTD labor @ billing through today + ETC labor @ billing from tomorrow forward for WBS1 Contract Less EAC 50 ©2012 Deltek, Inc. All Rights Reserved
  51. 51. Converting Vision Plan Vision plans can be converted to Navigator, unless:  Plan WBS does not match project’s WBS  Plan is mapped to multiple projects  More than 3 levels of WBS  Multiple accordion calendar scales  Resource assignments at levels within WBS other than lowest level  Budget type set to just cost or just billing  Bottom calendar scale is daily, accounting period or yearly  Resources assigned multiple times in single plan row  Planned values appear in overflow column51 ©2012 Deltek, Inc. All Rights Reserved
  52. 52. Creating Plans  Project record must exist first – cannot create plan without project  WBS comes from project record  Role security controls ability to create plan52 ©2012 Deltek, Inc. All Rights Reserved
  53. 53. Check Out / Check In  Plan must be checked out before it can be edited (explicitly)  Plan is automatically checked in when user switches to different record (implicit)  Navigator will communicate when plan is checked out to someone else53 ©2012 Deltek, Inc. All Rights Reserved
  54. 54. Check Out / Check In  If circumstances lead to a plan not getting checked back in, users with necessaryy rights can check plans back in manually through Navigator or Vision (only if the have Resource Planning module)54 ©2012 Deltek, Inc. All Rights Reserved
  55. 55. Project SettingsTarget Multiplierfor this plan • Project settings controlsTime scale used in configuration of planplan (can change related itemsat any time) • Also provides place to refresh rates • Only available whenMethods and project has an editablerate tables used planin planning • Going to Project Settings automatically checks out plan • All items in this dialog,Used to initiate a except for targetrefresh rates multiplier, come fromaction when planning defaults Navigator settings available even when ResourceFinish is clicked Planning module is not activated 55 ©2012 Deltek, Inc. All Rights Reserved
  56. 56. Save, Publish and Revert • Publish – publishes data to Vision • Data available in reports • Data available in planning and RM • Publishes baseline, if saved, as well Navigator • Data will not be automatically published • Vision checks for unpublished data within certain applications • Save – saves data “locally” in Navigator only • Only visible in Navigator • Allows for working in Navigator without affecting any data in Vision • Will be prompted to save changes if different Vision project is selected • Revert – reloads last published plan from Vision (overwrites Navigator edits) (always keep an eye on the plan state icon and56 associated text)
  57. 57. BaselinesSaving baseline takes the current plan saves it and creates abaseline from that planNo capability for saving multiple baselinesVision role security is honored when saving baseline – roleswithout ability to save baseline will not be able to in NavigatorMust publish plan for information to be visible in Vision57 ©2012 Deltek, Inc. All Rights Reserved
  58. 58. Editing Plans Tooltip Resource Level NotesAdd Resource Delete Resource Calendar/Summary Toggle ETC Column WBS Dates58 ©2012 Deltek, Inc. All Rights Reserved
  59. 59. Editing Plans Calendar ViewAdd Resource Delete Resource Swap Resource Calendar/Summary Toggle ETC Values59 Past ETC hours cannot be edited
  60. 60. Adding/Changing Resources List filter Employee toggle Generic Resource toggle Photos from Employee IC Organization filter Generic Resource indicator  Can select multiple resources – any combination  Use of filter field will not cause selections to be lost  Navigator will communicate when plan is checked out to someone else  Resources can only be assigned to lowest level WBS  List will not include resources already assigned to current WBS level60 ©2012 Deltek, Inc. All Rights Reserved
  61. 61. ETC Hours and Shifting DatesEntering lump sum will spread Entering specific amount byevenly based on start and end time intervaldates and working days  No capability for changing past planned hours / ETC – if a calendar item has any portion in the past it will be un-editable  Shifting dates will shift with same distribution of hours – currently, no ability to expand or shift from a specific point in time61 ©2012 Deltek, Inc. All Rights Reserved
  62. 62. Refreshing Rates • Accessed through project settings • Not really a setting – more of an action when Finish is selected in dialog62 ©2012 Deltek, Inc. All Rights Reserved
  63. 63. Interaction with Vision ProperSignificant amount of work done in Vision proper to ensurethat items interact properly with Navigator data  Configuration items when Resource Planning is not activated  Preventing incompatible interaction with Navigator plans  Preventing incompatible interaction with Projects that have Navigator plans  Accommodating Resource Management functionality and concurrency63 ©2012 Deltek, Inc. All Rights Reserved
  64. 64. Interaction with Vision Proper Resource Planning module not activated – configuration options that apply specifically to Navigator64
  65. 65. Interaction with Vision Proper Resource Planning module not activated – configuration options that apply65 specifically to Navigator
  66. 66. Interaction with Vision Proper Modifying WBS structure in Project when plan already created in Navigator with resources assigned66 ©2012 Deltek, Inc. All Rights Reserved
  67. 67. Interaction with Vision ProperMapping a project to a Vision plan for a project that already has a Navigator project67 ©2012 Deltek, Inc. All Rights Reserved
  68. 68. Interaction with Vision Proper Viewing a Navigator plan in Vision – will always be read only68 ©2012 Deltek, Inc. All Rights Reserved
  69. 69. Interaction with Vision Proper Also applies to:  Select Plans to Delete  New Plan from Existing Project  New Plan from Existing Project – Merge Plan  New Plan from Existing Opportunity Plan interactions in Vision69
  70. 70. Interaction with Vision Proper Resource Utilization – facilitating changes that affect Navigator plans that are either70 checked out or have unpublished data
  71. 71. Interaction with Vision ProperResource Utilization – facilitating changes that affect Navigator plans that are either checked out or have unpublished data71 ©2012 Deltek, Inc. All Rights Reserved
  72. 72. Kona Integration Must set Kona credentials within the “My Settings” dialog72 ©2012 Deltek, Inc. All Rights Reserved
  73. 73. Kona Integration Kona content• Kona Space setting saved in tabs project record• Must have project edit rights Select Kona associate a Kona space Space• Different users may see different Kona content through Navigator Unread item interface indicator• Space image will launch Kona Access Kona and log user in using credentials from “My Settings” Show Kona pane icon 73
  74. 74. Kona Integration - Conversations Back to main Kona view Conversation content (conversation content will appear in real-time) Enter comments74
  75. 75. Kona Integration - Files Click link for conversation Click icon to download/view file75
  76. 76. Kona Integration - Events Month scrolling Click link for conversation76

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