Date post: | 20-Aug-2015 |
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CP-129: What’s new in Costpoint 7
Delivered by
Sidra Berman & Warren Linscott
1
Copyright © 2010 Deltek, Inc. 2
Costpoint 7 – Feature Map
User Experience
Visual Style
Navigation
Usability
New Features
Accounting
People
Projects
Materials
System
Extend
Integration
Extensibility
Partner Solutions
Deltek Solutions
Deployment
Installation Automation
Hotfixes & Patches
Document
Online Help
Quick Reference
Technology
Architecture
Performance
Compatibility
Implementation
What’s New in Costpoint 7
Costpoint 7: User Experience
Visual Styling Navigation Usability
Copyright © 2010 Deltek, Inc. 3
What’s New in Costpoint 7
Interactive elements restyled:
Date picker restyled and simplified
Informational tips & Tooltips
Progress indication for longer-duration system processes
Dialog, result set and group titles
Action buttons, Checkboxes, Select (combination) boxes, Multi-select combination boxes, option-select lists, List box, Radio button, Scroll bars, Group boxes (nested), Text input fields, Static text fields, Hyperlinks
Context improvements:
Visual hierarchy (drop-shadows, modal dimming, varying color, tone, shade and weight)
Animations, transitions and dynamic updates for improved user context
Product wide modifications:
New softer color palettes
Optimized for 1024x768 pixel screen size
Copyright © 2010 Deltek, Inc. 4
Costpoint 7: User Experience
Visual Styling
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Menu Redesign
Familiar 4 tier drill down menu (Domain \ Module \ Action Area \ Application)
Bread Crumb Navigation
Easy Access to any menu tier from current application
Consistent naming & placement of applications
Access to menu items based on your user or user group security
My Menu
Standard star icon, easy to find
Add items through administration or from the Bread Crumb navigation
Open Applications – Easy access to open applications
File Menu – Standard file menu just as in client server
Standard Shortcut Keys – File menu, Toolbar, Applications actions have been linked to standard shortcut keys
User Flows – Order of operations focused navigation tool available key business processes, Project, Employee, Parts, Goods, Services, etc.
Copyright © 2010 Deltek, Inc. 6
Costpoint 7: User Experience
Navigation
Application Menu Navigation
Open Applications
My Menu
Application Breadcrumb
User Preference / Configuration
Select Company
Product Log Out
Copyright © 2010 Deltek, Inc. 7
Navigation
Costpoint 7: User Experience
Copyright © 2010 Deltek, Inc. 8
Domain
• Accounting• Projects• People• Materials• Administration
Module
• Approximately 42 distinct areas, divided by function within each domain
Area
• Master Data• Process-
oriented Flows• Reports• Audit Reports• Module Utilities• Interfaces• Controls• Administrative
Utilities
Application
• Various, end of the navigation path
Navigation
Costpoint 7: User Experience
Breadcrumb Navigation
Module Icons Navigation Path Recognition
Copyright © 2010 Deltek, Inc. 9
Navigation
Costpoint 7: User Experience
User, Group, and Role Improvements:
Consolidation of ‘User Preferences’ and ‘Screen Configurations’ into single ‘User Settings’ panel.
Redesigned simplified Login Screen
Toolbars - custom configuration, including drag-drop reordering and add/remove
Toolbars
New more recognizable Icons
True split button functionality
New Required Field Indicator
Action Cues – Consistent Action buttons throughout dialogs, result sets, and message popups
Validation, Information, Warning, and Error Messages
distinct visual style to distinguish between message type
“Jump to field” for actionable messages
Copyright © 2010 Deltek, Inc. 10
Usability
Costpoint 7: User Experience
Record-level tool bars
Product-level tools bars
Toolbar with icons only
Toolbar with icons and labels
Copyright © 2010 Deltek, Inc. 11
Navigation
Costpoint 7: User Experience
Copyright © 2010 Deltek, Inc. 12
Usability
Costpoint 7: User Experience
Distinct Messages
Field Level Lookups
Infield lookup icons for form, table, and grid views
Enhanced Look up dialog box
Find \ Query
Begins With & Like qualifiers for Find elements.
Default Table view for viewing query results
Enhanced Save Query functionality
Standard controls for building Queries
Table View / Form View
Toggle between familiar Form View and new Table View
Create, View, Edit, and Action multiple transactions at the same time in Table View
Copyright © 2010 Deltek, Inc. 13
Costpoint 7: User Experience
Usability
Copyright © 2010 Deltek, Inc. 14
Costpoint 7: User Experience
Usability
Client Server Look up from tool bar CP7 Look up from field
Copyright © 2010 Deltek, Inc. 15
Costpoint 7: User Experience
Usability
Client Server Query & Find CP7 Query & Find
Grids \ Result Sets
Re-order columns and save as a User, User Group, or Company configuration
Resize column for higher resolutions to view more data at once
Record set paging controls and position indicator ‘1 of N’, next, previous
Row state visualizations, Unselected, Selected, and Focused
Fencing key columns to freeze
them in place
Visual queues for moving between table and form views
New clear visual style for result set tool bars and labels
User tab re-ordering configuration by user, user group, or Company
Copyright © 2010 Deltek, Inc. 16
Costpoint 7: User Experience
Usability
Costpoint 7: New Functionality
Accounting People Projects Materials System
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What’s New in Costpoint 7
Cash Receipts Preprocessor – Convert EDI and NACHA lockbox transaction files into cash receipts transactions in Costpoint.
Fixed Asset Preprocessors – Import fixed asset additions and disposals into Costpoint and includes export features that facilitate the migration of asset records between systems.
Fixed Asset UID (FAR 45) – Generate and store the Unique Identifier (UID) within the Fixed Asset module’s asset master for government furnished equipment. Compliance with FAR 45
Positive Pay Functionality – Modification of check printing to accommodate positive pay requirements from major banking institutions.
Vendor Master Preprocessor – Import vendor master records into Costpoint.
Accounting
Costpoint 7: New Functionality
Payroll Quality Initiative – Systematic improvements to Compute Payroll, Negative Gross Pay, Local employer Taxes, and Taxed Based on Check Date
Labor Proration – Automate pro-ration of labor wages on the timesheets for new hires and terminations that are salaried employees. Add the to pro-rate salaried employee wages at any time in accordance with DOL and corporate policies.
One time local tax with ceiling limit – extends additional methods to properly account for Local Taxes by enabling a ceiling limit on local taxes and allowing for a one time deduction.
Check / Advice Print in Alpha Order – Print payroll checks and direct deposit advices in Alpha Order and add validation for the Locator Code field.
Leave Reconciliation – True up Accrued Leave balances by automatically looking for changes in employees’ salaries and balancing against past accrued leave.
Accounting
Costpoint 7: New Functionality
ACRN / WAWF improvements – Ability to submit standard ACRN bills through WAWF. Improved mapping of ACRNs with CLINs to facilitate processing. Addition of Fast Pay functionality for commercial and combo invoices.
Restrict Revenue on Closed Periods – Restrict a user from entering or calculating revenue for a previously closed period.
Status on Open Billing Detail Report – Modification to the open billing detail report to reflect the status of the transaction (billable, on hold, write off, etc.). The ability to display transactions on the report based on billing user group.
Billing Rounding – An alternative rounding methodology for calculating and displaying T&M transactions on standard Costpoint bills..
Projects
Costpoint 7: New Functionality
Enhanced PO Voucher Preprocessor – New options to upload subcontract or vendor invoices into Costpoint’s Purchase Order Vouchers application.
Improved Sales Order Entry – The ability use the project revenue level set up and project owning organization with in the sales group abbreviation to specify sales order charges.
Downloaded UID and RFID info to tag Generation – ability to download from Costpoint new unique identification identifiers (UID) and radio frequency identification (RFID) information to third party software and specific barcode printers to generate the physical tag.
Assign UID upon Manufacturing Order Initiation – The ability to generated Unique Identification information at the time of entering manufacturing order serial numbers.
New Supply Consumption Options in Master Production Scheduling – option within the MPS module to allow the user to choose how supply will be consumed by forecasted or sales order demand.
Materials
Costpoint 7: New Functionality
Customization of Standard Labels – The ability to customize standard labels through out the system such as changing ‘Projects’ to ‘Contracts’ throughout Costpoint.
Segregation of Duties – The ability to configure access restrictions by user or user group to Costpoint applications.
Workflow Enhancements – Additional workflow management capabilities introduced in Costpoint Web.
Copyright © 2010 Deltek, Inc. 22
System
Costpoint 7: New Functionality
Jump to field – Action messages contain a hyper link which will place the focus on the field which needs action taken.
Displaying Multiple Messages – Costpoint 7 will display multiple action messages to the user at one time rather than the one at a time paradigm that existed in Client Server.
Application Configurations – Users have the ability to manipulate the layout of any application and save that configuration. Manage customization to application layout, size, grid fencing and field ordering by user, user group, or company.
Job Server Enhancements– Batch mode processing replacing the client server process server. The Job server will no longer run on a designated work station but will now run on the Application Server:
Process & Report status inquiry - Monitoring Process Server Use and Expected Availability
Job Prioritization – determine which jobs have priority in the queue or when there is a conflict.
Retry Locked Jobs – System will automatically retry jobs and will notify when the retry limit has been reached.
Copyright © 2010 Deltek, Inc. 23
System
Costpoint 7: New Functionality
Report Customization
support for company-wide and report specific logos
support for dictionary/custom terms for report labels
custom page footer disclaimer statement (configurable by users in System Settings)
conditional display of currency symbols (configurable by users in System Settings)
support for custom fonts (users can choose fonts before printing)
Report Localization and Internationalization
support for formatting of currencies, numbers, dates/times based on locales and currency codes (reports can be previewed differently based on different user profile settings – country/locale)
Localization and International supported for reports stored in reporting archive without re-executing report.
data-driven formatting of currencies, numbers, dates/times based on locales and currency codes.
Copyright © 2010 Deltek, Inc. 24
System
Costpoint 7: New Functionality
Report Execution and Performance
New supported format; PDF, HTML, RTF/DOC, EXCEL, XML
Asynchronous execution of reports from the application, job server, or print preview
Store and share archived reports
Deliver reports to email, file, network printers, local printers (1-click print), or archive
Control what delivery options by user
reporting archive security by user
ability to run “quick reports” on data from the maintenance screens
In posting applications any report delivery option (file, e-mail, archive, etc) is sufficient to proceed with posting
Report Layout
Improved readability, multiple colors, & separation lines
rich html formatting in preview
standardized layout for listing and grouped types of reports
standardized cover page, page headers/footers
hyperlinked Report Table Of Contents (TOC)
Copyright © 2010 Deltek, Inc. 25
System
Costpoint 7: New Functionality
Enterprise Content Management Integration:
Link a document in Costpoint with a document in CMS
Linked CMS documents will stay attached with Costpoint document as it is being processed
Ability to view linked CMS documents from Costpoint
Ability to define link between Costpoint applications and CMS document types
Using metadata describing CMS documents as a starting point to enter Costpoint documents
Updating metadata in CMS based on information in Costpoint documents
SharePoint integration through native API.
Support for OASIS Content Management Interoperability Services (CMIS)
Microsoft announces support for CMIS in SharePoint 2010
ECM announced support for CMIS in Documentum 6.7 release
Copyright © 2010 Deltek, Inc. 26
System
Costpoint 7: New Functionality
Security Features:
Costpoint Security Services – create & maintain users & user groups
Dynamic Menu – Users will only see menu items they have access too
Standard User Groups
Strong User Password, Password Expiration, User Failed Login lockout
LDAP & SSO support
Security Controls at the User, User Group, and Company levels for:
Applications and Modules; Read Only, Full, Deny,
Result Sets; Select, Update, Insert and Delete
Subtasks; None, Execute
Report; None, Execute
Copyright © 2010 Deltek, Inc. 27
System
Costpoint 7: New Functionality
Multi-User Functions (MUF) will be delivered in two phases. Below is a depiction of the generic steps a user must take
Locking occurs during the Open Application process in the current Client\Server versions of Costpoint causing the majority of pain for the user community.
Costpoint 7 will allow users to perform the first three steps concurrently:
The remaining Multi-User Functions will be delivered in a future release of the Costpoint 7.x product family.
Open Application
Data Entry
Save Data
Execute Process
Process Complete
Open Applicati
on
Data Entry
Save Data
Execute
Process
Process
Complete
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Copyright © 2010 Deltek, Inc. 28
System
Costpoint 7: New Functionality
Costpoint 7: Extend
Integration Extensibility Deltek Solutions Partner Solutions
Copyright © 2010 Deltek, Inc. 29
What’s New in Costpoint 7
Costpoint Integration Console – A tool to build customized web services for your specific integration needs. The integration console will help you build, test and deploy web services.
Web Services – Web APIs used to Invoke specific transactions, processes, and reports within Costpoint
Basic Authentication through CP directory services
Costpoint Integration Platform– An integration framework deployed to facilitate integrations for our clients:
Deltek to Deltek integrations e.g. Costpoint CRM to Costpoint
Client 3rd Party systems to/from Costpoint
Deltek Partner Solutions to/from Costpoint
Copyright © 2010 Deltek, Inc. 30
Integration
Costpoint 7: Extend
Extensibility Services through Deltek Consulting Services will provide the capability to extend baseline Costpoint functionality:
Reposition fields & labels
Add new or hide existing non-required fields
Make non-required fields required
Set or change default field values
Customization of labels for specific applications
Add custom data entry validations
on top of existing application logic
Add custom data defaulting logic on top of existing application logic
Invoke custom logic before and after process/action execution
Support for custom Stored Procedures, Java classes and e-mails
Segregated extensions from Deltek code
Copyright © 2010 Deltek, Inc. 31
Extensibility
Costpoint 7: Extend
Costpoint Advanced Planning & Budgeting (New) – Budgeting creation and reporting sandbox integrated with Costpoint financials.
Costpoint Analytics (New) – Executive analytical dashboard solution for slicing and dicing Costpoint data.
Costpoint CRM – Customer Relationship Management solution (formerly GovWin).
Enterprise Planner – Advanced Custom Budgeting
TESS – Time & Expense, and Employee Self Service
DPM – Deltek Performance Management for custom reporting
EVM – Earned Value Management solutions; Cobra, MPM
Copyright © 2010 Deltek, Inc. 32
Deltek Solutions
Costpoint 7: Extend
Dynafact – Advanced Planning and Scheduling
ECP (Enterprise Consulting Partners) – Document Management
Lumigent – Database auditing
TIP Technologies – Quality control for manufacturing
SilkRoad – HR solutions
Data Max – Barcoding and Shop floor control
Copyright © 2010 Deltek, Inc. 33
Partner Solutions
Costpoint 7: Extend
Costpoint 7: Deployment
Installation Automation Hot Fixes & Patches
Copyright © 2010 Deltek, Inc. 34
What’s New in Costpoint 7
Automating the current 100+ step installation process into a wizard applications which prompts users for information and automates configuration of 3rd party components.
User prompts and guidance
32-bit and 64-bit installations combined in the same installer
Full logging and audit trail for clean or unclean installation runs
Copyright © 2010 Deltek, Inc. 35
Installation Automation
Costpoint 7: Deployment
Maintenance Console
Automatic download , manually driven install of hotfixes and patches on an instance basis
Automatically high-lighting or downloading hot fix dependencies into a single installation package
Instance Audit trail of previous downloads and installation record
Integrated with Customer Care support site based on user credentials
Copyright © 2010 Deltek, Inc. 36
Hot Fixes & Patches
Costpoint 7: Deployment
Costpoint 7: Document
Online Help Quick Reference Cards
Copyright © 2010 Deltek, Inc. 37
What’s New in Costpoint 7
Improved Help Interaction
Screen Location Drop-downs
Improved topic organization & shorter topics
Embedded links to related topics
Improved Help Content
Match new Web applications and UI
Concept overviews
Procedural documentation
Copyright © 2010 Deltek, Inc. 38
Online Help
Costpoint 7: Document
New Quick Reference Cards (QCR) to provide help at a glance:
Example
Copyright © 2010 Deltek, Inc. 39
Quick Reference Cards
Costpoint 7: Document
Costpoint 7: Technology
Architecture Performance Compatibility Implementation
Copyright © 2010 Deltek, Inc. 40
What’s New in Costpoint 7
100% Web based architecture – Costpoint 7 is build on a n-tier web based architecture creating a rich user experience on J2EE technology.
N-Tier architecture – Presentation, Web, Application, Database, and Reporting
Report Server – Actuate iServer for increased scalability
Client Server will be completely decommissioned with this release!
Citrix, terminal server, and remote desktop solutions can be decommissioned.
Only a supported browser will be required for the Client
Architecture
Copyright © 2010 Deltek, Inc. 41
Costpoint 7: Technology
Copyright © 2010 Deltek, Inc. 42
Costpoint 7: Technology
Architecture – Historic Client Server Architecture
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Architecture – Basic CP7 deployment
Costpoint 7: Technology
10.3.3 10
Oracle 10g/11gMSS
2005/2008
BrowserIE 7 & 8
20 step closing process executing in half the time, 3 hours vs. 6 hours, as Client Server when using CP 7 Job Server and Parallel Execution
Individual processes and application performance up to 4 times faster! (e.g. Update PSR & Create Project Report Tables)
Optimizations include: Oracle 10 SQL Tuning Parallel Execution Support Database Table Partitioning
Copyright © 2010 Deltek, Inc. 44
Costpoint 7: Technology
Performance
Target Costpoint 7 3rd party platform support:
Oracle 11g R2 (pending release)
Oracle 10g R2 Oracle RAC support SQL Server 2005 SP3 SQL Server 2008 Internet Explorer 8 IIS
Windows Server 2003 32-bit Windows Server 2008 64-bit WebLogic 10.3.3 (pending
release) Actuate 10 Client side requirements will be
based on Internet Explorer compatibility since CP7 will be fully web enabled.
Copyright © 2010 Deltek, Inc. 45
Costpoint 7: Technology
Compatibility
Costpoint 7 will a web based, J2EE compliant, multi-tier application. The following considerations highlight the changes that will be required to your environments:
For clients not running CPWeb today setup of a Web server, Application server, and Web server will be required.
Web Server – IIS (provided by Microsoft) or Weblogic 10.3.3 (licensed through Deltek)
Application Server – Weblogic 10.3.3 (licensed through Deltek)
Report Server – Actuate 10 (licensed through Deltek)
Client Server End Users, will be migrated to CP7 web security during the migration\upgrade process.
Migration\Upgrade Paths, will be from 6.1 SP2
Citrix servers or Terminal Servers, are no longer required.
Client-side Requirements, will be driven based on Internet Explorer versions that are supported given that the UI will be all web based.
Copyright © 2010 Deltek, Inc. 46
Costpoint 7: Technology
Implementation