Deltek Insight 2011: Introducing Deltek Time and Expense 9.0!
Transcript of Deltek Insight 2011: Introducing Deltek Time and Expense 9.0!
ECT-211: Introducing Deltek Time and Expense 9.0!
Presented By:Philip Parry Deltek
Project Manufacturing
Human Resources
Project Management
Financial Management
Enabling Success
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Winning More Business
Reducing the Cost of Compliance
Increasing Project Visibility
Improving Cash Flow
CRM and Capture Management
Teaming Solutions
Market Intelligence
Business Performance Management
Know More
Win More
Do More
© 2010 Deltek, Inc. - The specifications, functionality and schedules described reflect Deltek’s current estimates, may change without notice, and do not constitute obligations of Deltek.
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Project Manufacturing
Human Resources
Financial Management
Project Management
Do More
CRM and Capture Management
Teaming Solutions
Market IntelligenceWin More
Do More
Project Execution & Management
Reporting, GRC & Compliance
Project & Corp Accounting
Time, Expense, Labor, Payroll
Business Performance Management
Know More
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Agenda
Welcome/Introduction
Key Takeaways
Release Status
User Interface Improvements (UI)
User Experience Improvement (UX)
Deltek Expense Features
Miscellaneous Features
Technical Features
Questions
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Key Takeaways
Understand current status of Deltek Time & Expense 9.0
Understand prerequisites for upgrade
Understand upgrade path
Understand UI\UX improvement made
Understand new features
Understand technical requirements
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Release Status
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Status
Design Complete
Development/QC in Full Swing
Calendar
Beta Release – 7/31
EA Program Starts – 8/1
EA Program Ends - 9/15
Limited Release – 9/30
General Release – Q4
Prerequisites
Costpoint 6.1.4 or Costpoint 7.0
GCS Premier 5
Upgrade Paths
Deltek Time & Expense 8.3
Release Status
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User Interface Improvements (UI)
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A - System Information B - Product Branding Area
(dual-function as progress indicator)
C - Product & Module Navigation
D - Global Options E - Activity Area Navigation F - Application Container
New Layout (Wireframe)
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UI Improvements
Updated Home Page (Product Home)
New Module Home Pages Deltek Time Deltek Expense Deltek Employee Self Service Administration
Menu reorganization based on module
Restyle UI for all applications (100+) which includes: Colors Fonts Branding Toolbars
Relocated user preferences to global options area
Utilize vertical scrolling Expanded menu size Action buttons vs. actionable
hyperlinks
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Results
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Before After
Login
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Before After
Product Home
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Before After
Preferences
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User Experience Improvements (UX)Deltek Expense
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UX Improvements Product\Module Home Page(s)
Provides foundation for future functionality Interactive Widgets (Projects, Employees, Assignments, etc)
Expense Authorization\Expense Report More in Context information Moved advance request to expense authorization submit Retained wizard for create and submit Better tracking of warnings Information one click away Welcome Page vs. Blank Form Revamped Workflow Engine
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Deltek Expense Features
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Workflow Engine
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Workflow Tasks
Item\LevelTasks
Create Update Attach Submit Review Approve Process
Expense Authorization
Overall X X X X X
Expense ?
Charge X
Attachment X
Expense Report
Overall X X X X X
Expense ?
Charge X
Attachment X
Advance Request
Overall X ? X X X
Expense
Charge
Attachment ?
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Attachments
User defined attachment types (Receipts, Quotes, Agenda, etc)
Flexible business rules By expense report (ER), expense authorization (EA) By expense (planned or claimed)
Integrated with workflow Role responsible When performed required or optional error or warning Support approval task
Attach manually or via fax
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Attachments (Continued)
Flexible linking options One file linked to one or multiple expenses Multiple files linked to one or more expenses New vs. Replacement
Supported storage methods File based * Database
Supports any attachment file type
Design allows for timesheet, open enrollment, and life event attachments in future***
Design allows for SharePoint storage in future***
* Current 8.x functionality** User will need appropriate viewer to view*** Product Road Map Item(s)
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Advances
Multiple advance request support
Ability to apply partial advances*
Ability to export approved advances
Receive advance payments from Costpoint **
Design allows for “Stand-alone” advance requests in future***
Design allows for attachments in future***
* Planned for Limited** Costpoint 7 only, planned for limited*** Product Road Map Item
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Expense Commitments
Ability to define commitment rules
Considers expense authorizations (blanket and non-blanket)
Considers expense reports (with or without expense authorizations)
Ability to compute and report commitments By Employee By Charge
Ability to export commitments to Costpoint *
Ability to report commitments on Costpoint project status reports *
Ability to create accrual journal entry export approved advances *
Receive advance payments from Costpoint *
* Costpoint 7 only, planned for limited
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Miscellaneous Features
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Deltek Mobile Task Launching
Provides users the ability to
View current timesheet tasks Sign Approve
Launch to timesheet to perform task
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Miscellaneous
Alternative Per Diem Over Ceiling Calculation
Trial/Term Licensing Provides ability to support term licensing Provides ability to support trial licenses
Costpoint 7 Salary Proration Allows payroll compute to handle salaried employees who started in middle
of payroll period
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Technical Features
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Technical Features
Additional Supported Platforms Browsers
Internet Explorer 9.x Firefox 4.x Safari 5.x Chrome 11.x *
Miscellaneous Windows 2008 Server R2 Oracle WebLogic 11g R1 PS3 Lumigent Support
Additional Supported BlackBerry Devices ** 85XX – Curve 2 8900 – Curve 9630 – Tour 9650 – Bold 97XX – Bold 2
* Planned for limited release** Planned for limited release and 8.3
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Technical Features (Continued)
No Longer Supported Platforms
Internet Explorer 7.x
Actuate Reporting Service *
BlackBerry Enterprise Server 4.1.6
* Utilize Jasper for all reports
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Wrap Up
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Conclusion
Product goes beta end of July It is free upgrade
Upgrade path from 8.3
Release focuses on UI\UX and specific expense features
Release lays foundation for Upgrading Deltek Time workflow Supporting timesheet attachments Trial\Term licensing
Release no longer supports IE 7
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Q&A
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Call to Action Interested in being Early Adopter? Interested in providing feedback on future direction? E-mail me at [email protected] Come see me in Expo Hall
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