CP-10:Successful Planning Implementation Starts Here: What You Need to Know

Kyle Evans, Guild Associates, IncLynda Porter, Deltek, Inc

Speakers BioKyle Evans, Guild Associates, Assistant Controller

Kyle has been working on Costpoint and related Deltek products for over 10 years. He has spent most of his career in the Government Contracting industry and currently the Assistant Controller for Guild Associates, Inc in Dublin, OH.

Lynda Porter, Deltek, Adv Designer

Lynda has been with Deltek for over 12 years and has worked with Costpoint as an A&F Consultant and in Deltek University. Currently Lynda is an Adv Designer for Costpoint Planning.

What Will We Cover Today?• The steps involved in implementing Planning 7

once available in your cloud environment

• Walk through specific issues/potential troubleshooting related to implementation process

• Tips and tricks related to data refresh process between Costpoint and Planning 7

How Do I Get Planning 7?• The latest version of Planning 7 becomes

available when cloud customers upgraded to T&E 10

• If you’re not sure of upgrade timeline, please check with assigned Deltek Account Manager or Customer Success Manager

• Once upgrade is scheduled with Deltek, check your Cloud Portal homepage for specific dates and information

What Can Planning Do?• Organization Budgeting

1. Org Budgets2. Rate Processing3. Profit & Loss Reports

• New Business Budgeting1. Proposal Budgets2. Create Project Budget

• Project Budgeting1. Project Budgets/EAC2. Reports/Analytics (Budget vs Actuals)

• Resource Planning1. Assign projects to employees2. View employee hours/labor utilization

Where Do I Start?

• Once you select the Planning module for the first time you will be prompted to complete the Post Install Steps

• First subtask is the initial import of Costpoint data

Configuration Settings

• After the data is imported you will be prompted to configure your settings

• First tab relates to Account Mapping (Based on your Costpoint account structure)

Display

• Financial Statement code relates to establishing the default P&L Format for Planning reporting

General

• Under the Last Completed Post Install Step, you can confirm the process is done with box being checked and 9 present

• If you need to update CER tables with Planning data then turn on feature above

Integration

• Subperiod Method field determines whether subperiods are combined or separated (Costpoint contains multiple subperiods per period)

• Vacation Types field identifies the valid accrued time off IDs used in Costpoint

Organization

• Under the Org Budget Revenue Calculation, selection made impacts org revenue differently

• Important to double check PTO/Holiday calculations above

Project

• Project Budget Period Method field determines which budgeting period is used

• Labor Escalation Month field sets the time marker to use when increasing employee pay

Maintain Account Mapping

• Except for Subcontractors/Consultants, accounts will be imported into the sheet selected

• Subcontractor/Consultant accounts or hours are mapped based on account function label in PAG (hours or cost)

Fiscal Year Setup

• Closing rate code has to be updated manually once you close the G/L

Manage User Groups (CP Admin)

• User access is handled like Costpoint (assigned to user groups)

• Good idea to review user groups and module/application rights with System Admin

User Maintenance (CP Admin)

• Important to review User Maintenance for active checkmark and Full License Type

• Only users with those items selected will be allowed access to Planning module

Maintain Org Approvers

• Users can’t access org budgets until this is completed

• Approvers are automatically budget creators

Maintain Project Budget Security

• This feature is optional and based on configuration in MAM10 (projects tab)

• Project security can be based on project or organization

Planning Refresh Process

• This task will transfer all data from Costpoint to Planning module

• If task is run during business hours could be slow and take hours

Refresh Process Alternative

• More efficient approach by using Job tool and create daily process

• Best time is non business hours and after daily transactions completed

Submit Job to Queue

• Options for time of execution, job recurrence, and email notification

Manage Job Queues

• Allows user to view scheduled tasks and make adjustments as needed

Review & Questions• Quick Review:

1. Post Install Steps2. Configuration Settings3. Maintain Account Mapping4. User Maintenance5. Org & Project Budget Security6. Refresh Data Process

• If you have any questions regarding implementing Planning 7 please check with assigned Deltek Account Manager or Customer Success Manager

• CP Planning Focus Group is a great resource for Planning users to stay updated on current issues and upcoming enhancements

• Any questions?