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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 (M...
What are User DefinedInfo Centers (UDICs)?
User Defined Info Centers        (UDICs)…Are custom info centers built for yourunique needs without custom coding.Appear t...
Real World Examples
Applicants Info CenterTrack new applicants and their status.Use activities to record communication and to scheduleintervie...
Master Service Agreements (MSAs)Track the entire MSA process from pursuit to use of awardedMSAs.Track how you are marketin...
AssetsSimple Fixed Asset info center to track your assets.Use workflow to:    Create a purchasing approval process.    C...
Offsite StorageTrack items in storage for your clients, their exact location, howlong you must store them and when you can...
Creating a New Info Center
Steps to Create a New Info Center1. Carefully plan what you will                        4. Create saved searches,   create...
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: ...
User Defined Field PropertiesInclude in Search By?Which fields should besearched?     Include in Search     Results?     W...
Designing the Info Center15    ©2012 Deltek, Inc. All Rights Reserved
Supported Functionality
What’s Supported?WorkflowAuditingAuto-numberingReports: List, Summary, and AuditActivitiesDashboard17         ©2012 Deltek...
What’s Not Supported (yet)?Merge Templates and Custom ProposalsAnalysis CubesIntegrated Help18        ©2012 Deltek, Inc. A...
Conclusion
ConclusionCreating a UDIC is simple and inexpensive.You can easily customize Vision to fit your company’s uniquebusiness.C...
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
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Deltek Insight 2012: User Defined Info Centers in the Real World

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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.

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

  1. 1. User Defined Info Centers inthe Real WorldTeresa Nelson, Product Manager, DeltekPS-49
  2. 2. 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
  3. 3. What are User DefinedInfo Centers (UDICs)?
  4. 4. 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.
  5. 5. Real World Examples
  6. 6. 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
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. Creating a New Info Center
  11. 11. 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
  12. 12. Creating a New Info Center12 ©2012 Deltek, Inc. All Rights Reserved
  13. 13. 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
  14. 14. 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
  15. 15. Designing the Info Center15 ©2012 Deltek, Inc. All Rights Reserved
  16. 16. Supported Functionality
  17. 17. What’s Supported?WorkflowAuditingAuto-numberingReports: List, Summary, and AuditActivitiesDashboard17 ©2012 Deltek, Inc. All Rights Reserved
  18. 18. What’s Not Supported (yet)?Merge Templates and Custom ProposalsAnalysis CubesIntegrated Help18 ©2012 Deltek, Inc. All Rights Reserved
  19. 19. Conclusion
  20. 20. 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
  21. 21. Call to ActionStart planning your user defined info center!21 ©2012 Deltek, Inc. All Rights Reserved
  22. 22. Thank You!
  23. 23. AppendixScreenshots of Examples
  24. 24. Applicants General Information24 ©2012 Deltek, Inc. All Rights Reserved
  25. 25. Applicants Education and Employment History25 ©2012 Deltek, Inc. All Rights Reserved
  26. 26. Applicants Activity Tab26 ©2012 Deltek, Inc. All Rights Reserved
  27. 27. Applicants Files Tab27 ©2012 Deltek, Inc. All Rights Reserved
  28. 28. MSAs28 ©2012 Deltek, Inc. All Rights Reserved
  29. 29. Assets29 ©2012 Deltek, Inc. All Rights Reserved
  30. 30. Offsite Storage30 ©2012 Deltek, Inc. All Rights Reserved

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