deltek insight 2012: preparing for success with costpoint 7

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

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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

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Quick Find for Any Screen

Get to Favorites in One Click

Designed for Easy Migration

Easier to Integrate

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Integrate in real time to and from any 3rd party system to Costpoint 7

Easier to Extend

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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

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Open Application Data Entry Save Data

Submit Job to Queue

Execute Process

Process Complete

De-Supported Features

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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

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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

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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

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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

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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)

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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

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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

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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

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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

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New Features – Security Area

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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