CP-48:My Menu and Other Ways to Make Costpoint More User Friendly

Larry Mosher, Deltek

1

Agenda» Introduction

» User Experience Tips

» Other Tips & Tricks

» Processing

» A Peek at Process Navigation

» Wrap-up

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Add shortcut icons to your

Phone

Laptop

Tablet

How about a Shortcut?Shortcut Icons

Right Click on

your screen and

select New

Shortcut

How do I do that?

Copy and paste

the URL from

your Costpoint

login screen into

the location

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Add the &app =

to the location

Click Next and

the Icon will

appear your

desktop

Right click on the

Icon and select

Properties

Change the

Icon to the

one of your

choice

Shortcut Icons

Set Default Application at User Login

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Specifying an application during login will open that application upon login to reduce clicks to navigate to an application

From This

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Click Click Click

My Menu

To This

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Click

My Menu

Click the

star

Select

Manage

My

Menu

How do I do that?

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My Menu

From This

Cost of

money? I

don’t have

that.Why are

we

mapping

snakes?

I’m not a

manufacturer

What the

heck is a

Salary

Cap?Don’t you

mean

ACORN?

Show/Hide Screen Controls

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To This

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No more

Cost of

MoneyNo more

snakes

No more

manufacturing

related

functionality

No more

salary

caps

No more

ACRN

Show/Hide Screen Controls

Right click

and select

Show/Hide

Screen

Controls

How do I do that?

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Show/Hide Screen Controls

How do I do that?

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Show/Hide Screen Controls

How do I do that?

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Show/Hide Screen Controls

Save

your

changes

Cleans the clutter from the screens

Basic functionality foremost on screen

Clear required fields, necessary information

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Basic User Profile “Ships” Standard

Example 1 – Manage Vendors

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Standard Simplified

Example 2 – Manage Project User Flow

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Standard Simple

Example 3 – Manage Journal Entries

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Standard Simple

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Available to apply – Not default UILocated in

Manage User

Interface

Profiles

Enable the

Basic UI for the

User

Tips & Tricks

Navigation

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Global

Menu Global

ToolbarNavigation

Toolbar Application

Toolbar

Toolbars

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NavigationToolbar Settings

Choose what

is on your

toolbar

To label or not

to label?

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NavigationQuery

Every single

field on a

screen can be

queried.

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NavigationQuery

You can create

and save

complex

Queries.

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NavigationQuery

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NavigationQuery

And you can set

your most

commonly used

Query to open

on Startup

Navigation

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Browse Applications

Find your app!

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Breadcrumbs

and

Open ApplicationsNavigation Negotiate through

the screens using

the breadcrumb

trail

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Breadcrumbs

and

Open ApplicationsNavigation

Find your app!

Clone Records

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Clone Records

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Right click

and select

Show/Hide

Screen

Controls

Clone Records

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Mass Add Project Master Data

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Options for Mass Adding Project Data

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» Project Org Account

» Project Revenue Setup

» Override Fee on Burden

» Override Fee on Direct

» Project Billing Info

» Project Customer Setup

» Project Cash Basis

» Project Modifications

» Employee Work Force

» Project Labor Categories

» Employee Labor Categories

» GLC to PLC Links

» Vendor Work Force

» Vendor Empl Work Force

» Vendor Labor Categories

» Vendor Empl Lab Cat

» Labor Cat Rate Schedule

» Employee Rate Schedule

» Vendor Rate Schedule

» Vendor Empl Rate Schedule

» Ceiling on Direct Hours

» Ceiling on Direct Cost

» Ceiling on Burden Cost

» Employee Hours Ceiling

» Vendor Hours Ceiling

» Cost of Goods Sold

» CLIN Info

» CLIN Product

» CLIN Warranty Cost Schedule

» CLIN Price Schedule

» CLIN Cost Schedule

» Project Deliverables

» Government Contract Info

» User Defined Tables

» Multiplier Overrides

» Define Rate Sequence

» Assign Standard Text

» Bill Schedule

» Project iRAPT Information

» Project iRAPT UID

» Project iRAPT RFID

Print Options

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Right click

and select

Show/Hide

Screen

Controls

Access

from

Toolbar

Print Options

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Print Options

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Copy to Excel (and back)

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Copy to Excel (and back)

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Copy to Excel (and back)

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Copy to Excel (and back)

Processing

From This

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Job Management

To This

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Job Management

How do I do that?

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Job Management

There are Eight processes that must be

run each period-end to ensure the integrity

of the Project Reports.

Each screen must be entered and run.

They must be run consecutively and

without wait times between.

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Process Easy Button

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The Eight Processes

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Create Pool Links

Build Rate Application Table

Compute Pool Rates

Compute Burden Costs

Load Labor Rates

Compute Revenue

Update Project Status Report

Create Project Report Tables

Eight Becomes One

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The “Other” Multi Process screensCost Pool Processes Compute Revenue

ProcessesReporting

Processes

Create Pool Links

Build Rate Application

Table

Compute Pool Rates

Compute Burden Costs

Load Labor Rates

Compute Revenue

Compute Burden Costs

Update Project Status

Report

Create Project Report

Tables

Coming Soon

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Build My Process Navigation

EXAMPLE - Process Navigation Accounts Payable

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Thank You !

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