Costpoint 7 –The User Experience

Anita Knowles, Senior Product Manager, Deltek

Dmitri Tyles, Senior Director of Development, Deltek

GC-322

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User Login

User Navigation

Global Menu and Toolbars

Application Features

Find/Query

Printer and Page Setup

Session Agenda

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Understand how to log into Costpoint 7

Be able to navigate the new menu structure

Knowledgeable of the global menu and toolbars

Understand how to personalize experience

Understand application features

Key Takeaways

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User Login

Web browser-based application

Combination of Costpoint Application URL and the System field represent a distinct Costpoint 7 instance.

Initial login need Username, Password, and System. Select “Remember log in information” checkbox and your user name, system, Application, Company, & Validation Frequency will be retained when you return.

When logging in, you will see the main domains

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Menu Navigation

With menu expanded, you can see activity areas and selected application

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Menu Navigation

Breadcrumb trail indicates where you are within Costpoint

Click anywhere on the breadcrumb trail and the menu will be displayed with the

navigation path of the most recent application highlighted

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Opening an Application

Use search capabilities to find applications

Can search by application name, part of name or exe

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Menu Navigation

Global Menu – always available and provides quick access to frequently used features

Global Toolbar – always available, can configure display and content

Navigation Toolbar – provides easy navigation and includes breadcrumb trail

Application Toolbar – displays in every application

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Global Menu and Toolbars

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Global Toolbar

The window in the upper left corner shows number or windows open

Open that window to see a list of open applications

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Opening Additional Applications

Ability to configure toolbar to add/remove labels

Ability to add/remove global icons

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User ProfileCustomizing the Global Toolbar

Change column order

Save page setup options

Save printer setup options

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User ProfileChanging Application Layout

Select applications for „My Menu‟

Organize menu by grouping applications together

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User ProfileCustomizing ‘My Menu’

Can Add Custom Hierarchy to

Group Like Applications Together Expanded Custom Hierarchy

User ProfileCustomizing ‘My Menu’

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„My Menu‟ can be opened via link to add/remove custom headers and applications

Find and Query combined into single window

Results can be sorted

Both can be saved by user and accessed via Query button

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Application FeaturesFind and Query

When a query/find results in multiple records, returned in a table view but can be changed to form view

When in table view, can sort, find/replace values, lock columns to accommodate fencing

Can work on multiple transactions within result set

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Application FeaturesTable vs. Form View

Can view detail or child results sets in form or table view

Multiple tabs associated with form view

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Application FeatureChild Result Sets

Represented by links

Will contain application toolbar specific to subtask

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Application FeatureSubtasks

Field lookup designated by blue bar at end of each field; mouse over to activate

Can enter a partial value to activate lookup

Calendars have been added to date fields to assist in date picking

Required fields are indicated with a red asterisk

Un-editable fields are shaded in grey

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Application FeaturesField Level Features

Page Setup Printer Options

Page Setup and Printing Options

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Can add logos

Change fonts Multiple delivery options

Costpoint 7.0.1

User Interface Enhancements

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Support the following browsers:

IE8 and IE9 Chrome Firefox Safari

For non-IE browsers we plan to support any version released in 2012 and forward

Added support for tablets with specific emphasis on iPad

Optimized screen layout for iPad resolution Added new “auto-positioning” mode to ease with navigation Enabled specific “touch” behavior – e.g. scrolling the table by touch/swipe

events instead of using scroll bar (scroll bar is still available as well)

Support for smart-phones with emphasis on iPhone

Likely will have a functioning solution by 7.0.1 Any application can be opened and used on iPhone Purpose build applications are being developed for Time & Expense

Multi-browser and Tablet Supportin Costpoint 7.0.1

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Multi-browser and Tablet Supportin Costpoint 7.0.1

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Multi-browser and Tablet Supportin Costpoint 7.0.1

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iPhone Support in Costpoint 7.0.1

Thank You!