vpvi-08...introductions » dawn gajewski » director, product management » products: vantagepoint,...
TRANSCRIPT
VPVI-08Welcome to the Projects Hub in Vantagepoint
Dawn Gajewski, Deltek
Agenda» Introduction to the Projects hub
» Convergence of Projects & Opportunities
» Project hub walk thru
» Getting ready
» Q&A
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2
Introductions» Dawn Gajewski
» Director, Product Management
» Products: Vantagepoint, Deltek
Resource Planning, iAccess,
Vision
» Focus on front office and mostly
resource planning
» 7 years at Deltek
» 16+ years industry experience
Visit the Vantagepoint Readiness Portal
» Key resources to prepare for
upgrade.
» Checklists
» Frequently Asked Question
» Focused explanation of key
reimagine areas
» Product demos to help users
prepare
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.5
Project Hub is the command center for managing the entire project lifecycle
Projects Hub
Projects with Stages
and Win/Loss Process
Projects
Opportunities
Vision Project Lifecycle
Project Pursuit
StartsProject is Won
(or Lost)
Project
Completed
Opportunity
Opportunity Plan
Promo Project*
Promo Project Plan
Regular Project*
Regular Project Plan
Copy some
opportunity
info to project
Map to project
when awarded
or create project
from plan and
opportunity
Indirect cost
to win the
project
Direct cost to
execute project
* Approved for Use in Processing Controlled by Accounting
DPS 1.0 Project Lifecycle: A Little Simpler
Project Pursuit
StartsProject is Won
(or Lost)
Project
Completed
Opportunity
Opportunity Plan
Regular Project*
Copy some
opportunity
info to project
Move
assignments
from opportunity
plan to project
plan
Indirect cost
to win the
project
Direct cost to
execute project
BEFORE:
* Approved for Use in Processing Controlled by Accounting
Promo Project*
Vantagepoint Project Lifecycle: Really Simple
Project Pursuit
StartsProject is Won
(or Lost)
Project
Completed
Project Pursuit
StartsProject is Won
(or Lost)
Project
Completed
Indirect cost
to win the
project
Direct cost to
execute project
Promo Project*
with Plan
Stage Step =
In PursuitStage Step =
Won
No Stage
BEFORE:
Regular Project* with Stages and Plan
* Approved for Use in Processing Controlled by Accounting
Combining Projects and Opportunities» Apply template for project
structure after awarded
» Security based on stage
» Security based on charge type
» Workflows based on stage
» Approved for use in
processing checkbox still
controls accounting processing
Take a deep breath. Everything is going to be OK. Actually, it’s going to turn out
better than OK. You’ll see.
One Project Thru Entire Project LifecycleEasily identify the
difference between
projects that are in pursuit
and projects that have
been awarded.
Must own CRM or RP to have stages
One Project Thru Entire Project Lifecycle
Seamless flow from
Pursuit to Award
Tighter Connection: Regular and Promotional
Project Pursuit
StartsProject is Won
(or Lost)
Project
Completed
Project Pursuit
StartsProject is Won
(or Lost)
Project
Completed
Indirect cost
to win the
project
Direct cost to
execute project
Promo Project*
with Plan
Stage Step =
In PursuitStage Step =
Won
No Stage
Regular Project* with Stages and Plan
* Approved for Use in Processing Controlled by Accounting
Tighter Connection: Regular and Promotional
Choose stage and
whether to track
pursuit costs during
project creation
Tighter Connection: Regular and Promotional
Copy projects or
templates to simplify
creation. Create
both structures at
one time.
Tighter Connection: Regular and Promotional
Easily Navigate Between
Regular & Linked
Promotional Projects
Tighter Connection: Regular and Promotional
Dashboard: View
the total cost of the
project. (Regular +
Linked Promotional)
Mobile CRM
View, update and create
projects in mobile CRM
Who is impacted?» EVERYONE upgrading to Vantagepoint 2.0 and beyond
» Projects hub only in browser
» All applications for managing a project are in the projects hub
» ALL CRM or Resource Planning customers
» Convergence of projects and opportunities
» DPS customers
» If you don’t own CRM or RP you won’t have as many changes
» Some changes are minor, like moving dashboard, plan and invoices to menu items
» Some areas are new to the browser but functionality is basically the same, like project budget
How will you benefit from the enhancements to the project lifecycle?» In pursuit projects (opportunities) can now have structure
» Create and view projects in Mobile CRM
» Eliminate duplicate data (project, plan and opportunity)
» Enter estimate, plan, budget and contract amounts any time
» Log time and expense against projects that are in pursuit if accounting enables
» Pipeline reports include in pursuit and awarded projects
» Total cost of project (regular + linked promotional) available on dashboard
» Seamless transition from pursuit to award (including plan)
» Simplifies administration - no more duplicate user defined fields, no more
mapping fields, no more duplicate workflow, etc.
» Flexible security & workflow based on stage and charge type
Common Concerns» Project numbering and auto-numbering
» Security and workflow
» Approve for use in processing
» Promotional projects
» Multiple opportunities for a project
» Upgrade (covered after demo)
Projects Hub Walk Thru
Project Selection
© Deltek, Inc. All Rights Reserved. 24
» Search
» Predefined Search
» Saved Search
» New Search (Advanced Search)
» Quick Find
» Project selected for all areas
Dashboard
© Deltek, Inc. All Rights Reserved. 25
Dashboard with
visibility into
project status
Project Review
© Deltek, Inc. All Rights Reserved. 26
Analyze contract,
budget and plan
and understand
project financial
status
Project
© Deltek, Inc. All Rights Reserved. 27
Clean and easy to
read, collapsible
sections
Estimate
© Deltek, Inc. All Rights Reserved. 28
Quick Estimate for
Original or Additional
Scope
Contract Management
© Deltek, Inc. All Rights Reserved. 29
Manage contract and
compensation fields in
the same place
Plan
© Deltek, Inc. All Rights Reserved. 30
Project and Plan
together at last
Budget
© Deltek, Inc. All Rights Reserved. 31
Project and Budget
together at last
Billing Terms
© Deltek, Inc. All Rights Reserved. 32
Billing Terms with
the project,
simplifies project
creation and
management
Invoices
© Deltek, Inc. All Rights Reserved. 33
Review past
invoices while in
the context of the
project
Draft Invoice Approvals
© Deltek, Inc. All Rights Reserved. 34
Approve draft
invoices while in the
context of the
project
PIM
© Deltek, Inc. All Rights Reserved. 35
Quickly find project
related documents
and email
Project Structure and Navigation
© Deltek, Inc. All Rights Reserved. 36
Drag to undock,
move and leave
open
Easily navigate through
project structure and
between the Regular
Project and its linked
Promotional Project
Billing Groups and Navigation
© Deltek, Inc. All Rights Reserved. 37
Easily navigate
between projects
within a billing group
Drag to undock,
move and leave
open
Summary Pane
© Deltek, Inc. All Rights Reserved. 38
» Most areas have a collapsible
summary pane
» Viewable across tabs on an area
Key project
information
List view
© Deltek, Inc. All Rights Reserved. 39
View and update
multiple records at
one time. Filter within
the results to further
limit the list.
Getting Ready
Visit the Vantagepoint Readiness Portal
» Key resources to prepare for
upgrade.
» Checklists
» Frequently Asked Question
» Focused explanation of key
reimagine areas
» Product demos to help users
prepare
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
Usability Lab @ Insight» Visit the Kiosk in the Xpo hall between
Customer Showcase and Customer Care
» Sign up in the Xpo Hall for 1:1 usability
testing sessions with a UX Designer
» Take a self-directed usability test at the kiosk
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 42
Download the Content from these VantagepointSessions (if you didn’t attend in person)
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 43
» VPVI-02 Get Ready for Vantagepoint: Vision to Vantagepoint
» VPVI-03 Get Ready for Vantagepoint: DPS to Vantagepoint
» VPVI-04 Get Ready for Vantagepoint Accounting
» VPVI-05 Get Ready for the Convergence of Opportunities and Projects in Vantagepoint
» VPVI-06 Getting Ready for CRM In Vantagepoint
» VPVI-07 This is Vantagepoint
» VPVI-08 Welcome to the Projects Hub in Vantagepoint
» VPVI-12 To Vantagepoint 3.0 and Beyond!
» VPVI-13 Introduction to Vantagepoint Resource Planning
» VPVI-14 Introduction to Vantagepoint Dashboards
» VPVI-15 Creating Executive Dashboards in Vantagepoint
» VPVI-16 Create Winning Proposals with Vantagepoint
» VPVI-20 How to Apply Design Thinking to Your Vantagepoint
Configuration
» VPVI-24 Tips and Tricks Multi-Company in Vantagepoint
» VPVI-25 Thinking Out Cloud
» VPVI-26 Streamline Information Management with Deltek
PIM & Vantagepoint/Vision
» VPVI-27 Security, Screen Designer and UDFs
» VPVI-28 Manage Project Progress with Planning Reports
and Alerts in Vantagepoint
» VPVI-30 Getting the Most out of Vantagepoint T&E
» VPVI-41 Preparing for Deltek Vantagepoint CRM
» VPVI-46 How will Vantagepoint Impact your Consulting Firm
» VPVI-76 The New Vantagepoint Export Utility
Q&A