CP-78:Tech Titans: Lesser Known Extensibility Features

Vasiliy Lachinov, Deltek

Agenda1. Extensibility And

Customization Overview

2. Managing Extensibility

3. Live Demo of Customization to Subcontractor Invoices with Blockchain

4. Q & A

5. Conclusion

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» Understanding the Extensibility Functionality in Costpoint Product

Family and how it can help address your needs.

Key Takeaways

Extensibility and Customization Overview

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» Extensibility is a feature in Costpoint 7, Time & Expense 10, Budgeting and Planning 7

» It is a way to implement product customization

» Requires a separate tool – Extensibility Console to create Extensions

» Customers are responsible for managing /assigning custom work to users

Extensibility And Customization Overview

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Benefits:

All customizations will be segregated from Deltek code. Including business logic, metadata, and data

Customizations will not be impacted by hot fixes or updates (With the rare exception when an application has a major re-design )

Support for role-based customizations

Users will be able to access both the customized and non-customized applications and the non-customized applications will have limited availability only for troubleshooting

Extensibility And Customization Overview

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» Screen design modification capabilities including:

» Add new fields (data can be stored and retrieved from any source)

» Hide existing non-required fields

» Make non-required fields required

» Set or change default field values

» Reposition fields & labels

» Customization of labels for specific applications

Extending Existing Costpoint Applications

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» Add custom data entry validations on top of existing application logic

» Add custom data defaulting logic on top of existing application logic

» Invoke custom logic before and after process/action execution

» Add new Processes / Actions

» Types of custom logic supported

» Java class (implemented with pre-defined interface)

» Database stored procedures

» Email

» Reports: can change both data and presentation/layout

» You can add new fields to the report

» If layout (template) is changed – hotfixes for standard template won’t apply

Customizing Existing Costpoint Applications

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» In Costpoint 711 starting with FW Update/System jar 28 you will be able to add new custom Result

Sets / Subtasks

» New Result Sets can be used as Lookups

» In Costpoint 711 starting with FW Update/System jar 28 you will be able to add new custom

Reports

» Change RS Trees, add new subtasks

» You can create brand new Custom Applications

Add New Custom Subtasks and Reports

Managing Extensibility

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» Extensibility Project – is a jar(zip) file

» Extensibility Project Consist of One or Many Extensibility Units

» Extensibility Unit - Collection of application(s) customizations done for a single purpose

» Extensibility Units Are Assigned to User Interface Profiles

» Applications In Costpoint:

» SYMXTAU - Manage Extensibility Units

» SYMPROF - Manage User Interface Profiles

» SYRXTUR - Print Extensibility Unit Report

» SYQUSRXT - View User Extensions Inquiry

» Users can see if Extensibility is applied in Help -> About screen

Extensibility Work Structure

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Managing Extensibility

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» Develop and test Extensions in separate environment. Move to production after testing.

» Applying Extensibility Projects to a system with DBWizard

» Conflict Detection Mechanism

» Ability to enable/disable Extensibility for particular application/whole system in Configuration Utility

» Extensibility functionality is accessible through Integration Console and Web Services (make sure integration user is assigned to particular Extensibility Unit)

» DeltekCostpoint711ScreenCustomizationAndBusinessLogicExtensibility document has Appendix on Troubleshooting Extensibility

» Making sure Extensibility Unit is applied/invoked

» Making sure Extensibility Unit is working properly

Managing Extensibility

Extensibility Demo

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Last Year: Created a Simple Customization

» Last year I created a simple Extension that changed a label and

default value and make field required in Manage Vendors app

live in front of you

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This Year: Extensibility and Blockchain

» This year I created an Extension that customizes Manage

Subcontractor Invoices app to store digital signatures of both

sides that uses Blockchain technology

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Conclusion

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» Extensibility is a technical feature in Costpoint family of products that

can help you customize product(not just Costpoint but TE10 and BP7)

» Ability to create New Custom Applications is already in the product

» Simple Extensions are easy to create but you only your imagination is

limiting you with what can be done with it

Conclusion

Questions and Answers

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» See Deltek Costpoint in the Solutions Pavilion

» Attend Additional Sessions on Deltek Costpoint for More In-Depth Information

» CP-62: Tech Titans: SAML and Biometric Authentication with Costpoint 7

» CP-68: Blockchain & Digital signatures = Legally Enforceable Costpoint Transaction

» CP-69: Optimally Deploying and Configuring Costpoint

» CP-76: Tech Titans: Gaining Technical Insights of Costpoint 7.1.1

» CP-78: Tech Titans: Lesser known Extensibility Features

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