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CP-48: My Menu and Other Ways to Make Costpoint More User Friendly Larry Mosher, Deltek 1
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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