deltek insight 2012: preparing for success with costpoint 7
TRANSCRIPT
GC-155Preparing for Success with Costpoint 7
Brian Groves, Director – Product Marketing, DeltekCarter Savage, Customer Care Solutions Architect, Deltek
2 ©2012 Deltek, Inc. All Rights Reserved
Costpoint 7 Highlights
Costpoint 7 Status
Upgrade Planning
Upgrade Tips
Agenda
Higher Productivity
Easier to Integrate
Easier to Extend
Cloud Ready
Even Higher ROI
3 © 2012 Deltek, Inc. All Rights Reserved
Higher Productivity
4 © 2012 Deltek, Inc. All Rights Reserved
Breadcrumbs
Cascading Menus
Higher Productivity
5 © 2012 Deltek, Inc. All Rights Reserved
All major areas now have grid views Columns can be re-arranged, re-sized, and locked Data can be sorted in ascending or descending order Data can be copied straight to MS Excel
Higher Productivity
6 © 2012 Deltek, Inc. All Rights Reserved
Quick Find for Any Screen
Get to Favorites in One Click
Designed for Easy Migration
Easier to Integrate
7 © 2012 Deltek, Inc. All Rights Reserved
Integrate in real time to and from any 3rd party system to Costpoint 7
Easier to Extend
8 © 2012 Deltek, Inc. All Rights Reserved
Move beyond “out of the box” functionality at your pace
Reconfigure screens
New fields and validations
Add client specific logic
Maintain extension through upgrades
Delivered through Deltek Global Services
Robust extensibility framework
In Costpoint 5 and 6, Locking occurs once the application is opened:
In Costpoint 7, users can perform the first three steps concurrently:
The remaining steps can be automatically routed to a queue on the job server making the execution of single user processes transparent to the end user.
Open Application Data Entry Save Data Execute
ProcessProcess
Complete
Single User Functions
9
Open Application Data Entry Save Data
Submit Job to Queue
Execute Process
Process Complete
De-Supported Features
10
All Client Server components will no longer be supported
The Travel Module
Tool Kits (replaces with individual web applications where applicable)
ERMS Interface
Deltek Contract Manager (DCM)
Deltek Contract Website (DCW)
Primavera Integration
MS Project 2007 Standard Edition integration
What’s New in CP7 Forum
Costpoint 7 Status
Brian Groves, Director – Product Marketing
Deltek
13
Costpoint 7 Status
188 accounts have downloaded the Costpoint 7 software so far
Most are in the planning stages
At least 12 customers are live
© 2011 Deltek, Inc. CONFIDENTIAL MATERIALS
14
Costpoint 7 Customer Plans
© 2012 Deltek, Inc.
Live Going Live in the Next 90 Days
Going Live in the By the End of 2012
0%
5%
10%
15%
20%
25%
3%5%
13%
3%
8%
22%
% of Respondents Cumulative %
July 2012 Survey
Costpoint 7 Planning
Brian Groves, Director – Product Marketing
Deltek
Upgrade Scope
16
Accounting People MaterialsGeneral Ledger Employee Product DefinitionMulticurrency Labor Bills of Material
Accounts Payable Leave RoutingsAccounts Receivable Payroll Engineering Change NoticesCash Management Compensation Procurement Planning
Fixed Assets Personnel PurchasingConsolidations Affirmative Action Receiving
Deferred Compensation Admin InventoryProjects Benefits Production Control
Project Setup Sales Order EntryAdvanced Project Bugeting Administration Master Production Scheduling
Budgeting and ETC System Administration Materials Requiements PlanningCost and Revenue Processing Security Materials EstimatingProject Inquery and Reporting Job Management
Billing Workflow NASA 533s
Inter-Company Work Orders
© 2012 Deltek, Inc. All Rights Reserved
17
Upgrade Planning
© 2012 Deltek, Inc.
The upgrade may be complete in a few weeks. But planning, testing, and
training will take three to six months or more.
Please start the planning process now, even if the actual upgrade will not
be until 2013.
Please hire consultants to help you in this process. They can help with:
Web application servers Hardware recommendations Preparation and planning Testing, training, and trouble-shooting
18 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Testing
Deltek has done 20,000 hours of testing, and has test plans for many
common configurations
Costpoint 7, like any software product, will still have defects
Your data and business processes are likely to be unique Please plan on testing all of your normal business processes Please plan on testing for exceptions and unusual cases too
The more complete that your test plans are, and the sooner that those
test plans are run, the more time we will have to work together to find
solutions.
19 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Special Cases
If you are using the Deltek Travel module: The Travel module is being discontinued
Many customers are switching to the Deltek Expense module instead
Your account manager can work with you on an appropriate transition plan
If you have custom code, please work with a product manager to explore: Extensibility
Standardized product capabilities
Changes in business processes
Reports, extracts, and code “outside” of Costpoint
If you are on SQL Server We are no longer advising a change in collation settings
If you have changed this setting already, please contact customer support
20 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Support Policy for Costpoint 6.1
Costpoint 6.1 will move into Sustaining Support in October of 2013
Customers are asked to transition to Costpoint 7 by that time
Extended Support will be made available, for an additional fee, to
customers that cannot transition by this date
Extended Support will include calendar year end and regulatory updates
for 2013
Upgrade Tips
Carter Savage, Customer Care Solutions Architect, Deltek
Cases Reported
Enhancements Requested1%
Application User Knowledge
46%
Technical User Knowledge18%
Application Errors
User/Envi-ronment
4%
Technical Er-rors User/
Environment7%
Customer Data Issues
9%
High Severity Defects
8%
Low Severity Defects8%
Prepare end users for the new graphical user interface Knowledge Base Link:
https://deltek.custhelp.com/app/answers/detail/a_id/70522
Utilize Costpoint 7 Web Videos Knowledge Base Link:
https://deltek.custhelp.com/app/answers/detail/a_id/66770
Review All the Technical/Upgrade/Install documentation Knowledge Base Link:
https://deltek.custhelp.com/app/answers/detail/a_id/70522
Documentation
24 ©2012 Deltek, Inc. All Rights Reserved
Run a Referential integrity check to find orphan records
Run pre-validation testing to find the records that need to be posted
Review the edit tables for records that need to be posted
Cleanup dynamic temporary tables from within Costpoint 6.1SP2
Utility -> Others > System Administration > DBA Utilities > Cleanup Dynamic Tables
Purge all report data that is not needed to reduce the size of your database
Utility -> Others > System Administration > DBA Utilities > Purge Report Table Data
Purge the Costpoint process server report logs
Utility -> Others > System Administration > DBA Utilities > Print/Purge Costpoint Process/Report Log
Database Preparation
25 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Database – Common Issues
Make sure you have the latest software Make sure you have internet connectivity Check the installation log files for a successful upgrade Take a backup after a successful upgrade even in a test
environment If there is a failure at a later stage, it will be faster to restore the
upgraded database than to go through the upgrade again
26 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Application – Common Issues
The Costpoint 7.0 WebLogic application server Hostname cannot contain any underscores
The install creates a share of your Costpoint 7.0 Deltek directory ( \\Deltek ). In order for the Report Server (Actuate) and Web Server (IIS) to communicate with the Application Server (Weblogic) this directory must be shared with Co-Owner ( Full Control) rights.
The install creates a new User Group, CostpointToolsGroup, and gives this group full sharing and security rights on the application directory \\Deltek and full security rights on the \\Oracle\Middleware12.1.1 directory.
27 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Reporting – Common Issues
The Costpoint 7.0 Actuate report server must start with an alphabetic character (A-Z, a-z) and can be a combination of alphanumeric characters and an underscore (for example, Report_Tier_1)
28 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Web Tier – Common Issues
Before starting the installation: Configure Microsoft’s IIS for Costpoint 7 Follow all instructions Add role services Ensure that this process has been completed successfully.
Make sure you can access the application directory that was created during the Application Tier installation. If it is not able to import report files from the \\DELTEK directory it will fail to complete the install.
The install also creates a share of your Costpoint 7.0 Costpoint directory (C:\Deltek\Costpoint\70\applications or, if upgrading from Costpoint Web 6.1 SP2 IIS, C:\Deltek\Costpoint). In order for the Application Server (WebLogic) to deploy hot fixes and updates, this directory must be shared with Co-Owner (Full Control) rights.
29 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Testing - Higher Risk Areas
Payroll Projects -> Billing Preprocessors Materials Accounts Payable and payroll check processing (include verification with
your bank if using MICR Font printing) ACH and EFT processing (include testing with your bank) Alternate file locations User Migration Security Groups Application menu changes for existing migrated security groups Web Integration (if applicable)
30
Next Steps
Visit the “What’s New in Costpoint 7” forum
Download and begin reviewing the Costpoint 7 Install Guide
Attend the “What’s New in Costpoint 7” training classes
Request a Readiness Assessment through the DGS team
Select a consulting firm to assist you in the planning, testing, upgrade,
and training processes
Setup a “sandbox” environment
Thank You!
New Features – Accounting Area
32
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.
* Denotes optional product offerings, available at an additional charge
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. Pro-rate salaried employee wages at any time in accordance with DOL and corporate policies.
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.
New Features – People Area
33
ACRN / WAWF improvements – Ability to submit standard ACRN (Accounting Classification Reference Number) bills through WAWF.
Improved mapping of ACRNs with Contract Line Items 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.
New Features – Project Area
34
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 to use the project revenue level set up and project owning organization within the sales group abbreviation to specify sales order charges.
Downloaded UID and RFID info for Tag Generation – ability to download from Costpoint new unique identifier (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 generate 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.
New Features – Materials Area
35
New Features – Security Area
36
Costpoint Security Services – Administrators can create and maintain users & user groups
Dynamic Menu – Users will only see menu items they have access to
Standard User Groups – Will be setup in advance and available for use
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