powerpoint presentation · 2019-11-04 · » events are the rules for workflow notifications for...

CP-06:How to Become Awesome at Administering Time & Expense

Philip Parry, Deltek

»General Tips\Tricks

»Time Collection Tips\Tricks

»Expense Tips\Tricks

Agenda

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

Screen Customizations

General Tips and Tricks

3

» Depending on rights, users can customize

their own screens

» Customizations also available for Mobile

browser access (Not application)

» Customizations can be created for a UI

profile and then assigned to users

and/or user groups (Covered Later)

» Can consist of following:

» Show\Hide Toolbar Options

» Show\Hide Data Fields

» Show\Hide Subtasks

» Set default view for panels as table or

Form

» Control order and sizing of table

columns

» Creating default and saved queries

Screen Customizations - Options

4

» Manage Timesheet Schedules

» Setting Default View

» Defining Default Query

» Setting up Saved Queries

» Manage Timesheet

» Simplifying Toolbar

» Hiding Unneeded

Fields/Subtasks/Controls

» Defining column display/order/sizing

» Home Dashboard

» Hiding Dashparts

» Reordering Dashparts

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Screen Customization - Examples

Manage Timesheet Schedules

Screen Customization Examples

6

» Screen opens in form

view with no schedules

shown

» You can change the

view to table view

Manage Timesheet Schedules – Change Default View

7

» You can setup a query

as saved which will

allow you to indicate

that query executes on

screen opening

» Select Query and do

not put any criteria and

save query

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Screen Customization – Timesheet Schedule Default Query

» Under Saved Queries

you can indicate that

query that executes on

screen open

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Screen Customization – Timesheet Schedule Default Query

» Saved Queries are

queries that you can

define in advance

» Allows quick execution

via drop down

» Utilize Find or Query

tab to provide filtering

criteria

» Save Query and

provide short name

Screen Customization – Timesheet Schedule Periods Saved Queries

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» Dropdown on Query

not provides list of

saved queries


11

» When Query is

selected the records

will be filtered

» Just like timesheet

schedule panel you

can set a default query


12

» Once you are finished

you would save

changes

13

Screen Customizations – Save Customization

» Screen opens with

timesheet schedule

populated in table

view

» Timesheet periods are

automatically filtered

to 2019

» User can select saved

query for other years

14

Mange Timesheet Schedules – After Customization

Manage Timesheet


15

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Screen Customizations – Hide/Show Screen Controls

Right Click in

panel launches

popup.

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Screen Customization – Hide/Show Data Fields

Can hide data

fields. Impacts

both Form and

Table view.

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Screen Customization – Hide/Show UI Controls

Can hide UI

controls (Buttons

and Subtasks.

Impacts Form

and Table view

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Screen Customization – Hide/Show Toolbar Controls

Can hide Toolbar

Controls for

panel. Impacts

Form and Table

view

Screen Customization – Show Hide Screen Controls

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Right Click in

table column

panel launches

dialog


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Ability to further

hide columns

over timesheet

class


22

Ability to further

hide UI Controls


23

Ability to further

hide Toolbar

buttons

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User Interface Profiles – Table Customization

Right Click in

panel launches

dialog

Screen Customization – Arrange Table Columns

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Sizing, Order,

and splitter bar

location can also

be change by

interacting with

column headings

Screen Customization – Global Toolbar Options

26

Sizing, order,

and splitter bar

location can also

be change by

interacting with

column headings

Screen Customization – Mobile Configuration

27

Options for

browser based

on mobile device

(Not Mobile App)

» Once finished with

customizations you

must save

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Screen Customization - Save

29

Screen Customizations (After)

Home Dashboard


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» The Home Dashboard

can be customized to

» Hide specific

dashparts

» Change the order

of dashparts

» Click on the

Parameters hyperlink

at top of screen to

customize

Home Dashboard Customization

31

» If you want to hide a

specific dashpart,

close panel here

» If you want reorder

you can click and drag

panels

» You then must save

screen configuration


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» Hide expense

dashparts

» Moved My

Timesheets to first

dashpart

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User Interface Profiles


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» UI Profiles are a way

to maintain and

release screen

customizations for

more than one user

» You must have rights

to save configurations

and update UI profiles

as administrator

UI Profiles - Overview

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» Step 1 - Create UI

Profile

» Create the profile (top

panel)

» Only assign yourself to

Users/User Groups

until you have finished

UI Profiles – Setup

36

» Step 2 – Activate UI Profile

» Close all screens

» Select User icon in top right

» Select UI profile created in drop Down

» Press Manage Profile

» Icon will change to Red indicating Profile is active

UI Profiles– Setup

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.37

» Step 3 – Launch

screen you want to

customize

» Perform customization

for screen (As shown

in earlier slides


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» Step 4 – Save screen

Customizations

» Perform customization

for screen

» Save customizations

» If other screens also

need to be so

customized you can

launch that screen and

repeat the same steps


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» Step 5 – Exit Profile

» Once you are done

with screen(s)

customizations you

can exit profile


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» Step 6 – Assign

Profiles to

Users\User Groups

User Interface Profiles – Setup

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System Messages


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» Ability to define and display message to users

» Ability to display on login or opening of specific screens

» Ability to display for certain period of time

» Ability to display to certain users/user groups

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System Messages - Setup

» Example of message

informing user of

new expense wizard

» Other examples

» System will be

down for

maintenance

» Timesheets must

be completed

» Corrections must

be processed

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System Message – Example

Workflow Events

Deltek Time Tips and Tricks

45

» Events are the rules for workflow notifications for DeltekTime

» Notifications can be e-mails and/or tasks to Employees or Roles

» Event is triggered by an Action performed by a Roleover an Object

» Actions include

» Save, Sign, Approve, or Reject Timesheet

» Request, Approve, or Reject Leave

» Request, Approve, or Reject Timesheet Correction

» Timesheet Status Run

» Daily Floor Check

» Roles include Resource, Primary

Supervisor, Time Administrator, System

etc.

» Objects include

» Regular Timesheet

» Correcting Timesheet

» Schedule (Leave Request)

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Time Workflow Events - Overview

» Event Defined

» Type is the object for event

» Actor is role performing action

» Action is what role did

» Priority setting assist in escalation of tasks

» Need to make sure you have events for all roles that can perform the action

» Notifications and Tasks created for event can be defined in subtasks (Employee and Role)

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Time Workflow Events – Overview

» Employee Notifications

» Can be different by

timesheet class

» Can include e-mail or

tasks if appropriate

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Time Workflow Events – Employee Notifications

» Role Notifications

» Can be defined by

role

» Can include e-mail

or tasks if

appropriate

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Time Workflow Events – Role Notifications

» Employee Signed Regular Timesheet

» Send Task\E-mail to Primary

Supervisor to Approve Timesheet

» Primary Supervisor Signed Regular

Timesheet (for Employee)

» Send Task and E-mail to Employee to

Sign Timesheet if in certain timesheet

class

» Send Task and E-mail to Backup


» Primary Supervisor Rejected Regular

Timesheet

» Send Task and E-mail to Employee to

Update Timesheet

» Employee Timesheet Signed during

Timesheet Status

» Send Task and E-mail to Primary


» Send Task and E-mail to Backup


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Time Workflow Events - Examples

Period End Processing

Time Collection Tips and Tricks

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» On timesheet day, you can control timesheets moving forward in processing from Missing to Open to Signed and Approved.

» The modify options restricts the timesheet being modified when it gets to certain status.

» If you uncheck Modify Signed and Modify Approved, the timesheet can move forward without allowing it to be changed and revert back to Open

» Overall period can be closed after processing which means employees would have to request correction to closed period to make changes.

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Timesheet Period End Processing – Tips & Tricks

Expense Wizard

Expense Tips and Tricks

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» Expense Wizard is an alternative mode provides end users ability to enter expense reports and expense authorizations via a guided wizard.

» Reduces screen clutter and noise showing what user needs to enter and when.

» Validations occur at each step instead at the end

» Customizable text and instructions by Expense Report type and Expense Type

54

Expense Wizard – Overview

» Expense wizard is a

different mode of

the Manage

Expense Report

and Expense

Authorization

» To make it default

mode, use toggle

button to change to

wizard mode

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Expense Wizard Customization

» With the screen in

wizard mode, the

screen layout can

be saved

» Toggle button can

be hidden if you

want to lock user

into wizard mode

» Can be done in

conjunction with UI

profile too

56

Expense Wizard Customization

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 57

» Screen Customizations can improve usability

» UI Profiles provide way to maintain and distribute Screen Customizations

» The power of Time Workflow Events can help drive the timesheet processing

» Utilize Timesheet Schedule modify controls can help ove your user population through

timesheet day

» Access to Expense Wizard can be controlled for roll out to population

Key Takeaways

powerpoint presentation · 2019-11-04 · » events are the rules for workflow notifications for...

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