VIDPS-58 Improve your CRM ROI and Make Your CRM Work for You€¦ · » Build and save teams »...

VPVI-13Introduction to Vantagepoint Resource Planning

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

Agenda

• Resource Planning in Vantagepoint

• Project Planning

• Resource Management

• Getting Planning Data Out

• Resource Planning Features Coming in 3.0

• Wrapping Up & Questions

VantagepointResource Planning


Resource Planning Through Project LifecycleO

pp

ort

un

ity

Init

iati

on

Exe

cu

tio

n

Clo

seo

ut• Assemble

team

• Draft plan

• Detailed

project plan

• Secure

resources

• Hire to fill gaps

• Adjust for

scope and

schedule

changes

• Adjust for

employee

changes

• Optimize

resources and

fees

• Assign

resource to

their next

project

• Update

employee

skills and

experience

© Deltek, Inc. All Rights Reserved. 4

Vantagepoint 2.0 Resource Planning Features

Feature/FunctionalityAccounting

Module

Accounting +

CRM Module

Resource

Planning

Module

Resource Management

Project Planning * *

Project Reporting with Planning Budget Source

Resource Planning Alerts

Resource Planning Assignments in Timesheets

Resource Planning Assignments in Calendar

Timesheet

Resource Planning Reporting

Export Planning Data

*Project Planning during stages – includes while In Pursuit (also known as Opportunity) © Deltek, Inc. All Rights Reserved. 5

» Web application started with iAccess

functionality and then reimagined many features

» All planning functionality in web application

ONLY

» Does NOT include all Vision Project

Planning Functionality in this release

Approach to Vantagepoint Resource Planning


VantagepointProjects Hub


Convergence of Projects

and Opportunities

RP Module

Pursuit Fields:

• Stage

• Estimated Fee

• Probability

• Weighted Fee

• Owner Value

Pursuit Features:

• Estimated Fee (in Contract

Management)

• Estimates

Plan is part of

project…always

Project (and Plan)

Creation

Projects HubPlan



» Projects Hub

» No plan creation – always a plan

» Plan WBS = Project WBS

» Plan Labor, Expenses and Consultants

» Set Schedule

» Assign Resources

» Auto assignments with JTD charges

» Plan Hours and Amounts

» Save Baseline

» Analyze Contract v. JTD v. Plan

Project Planning

Plan ready on every project

Check Out

• Explicit check out

• Implicit check in/Explicit check in

Plan Settings

Rates automatically updated

Contract TabBilling/Cost switch:

Contract will be the same unless

currencies are not the same.

Grid

Settings

Contract amounts from Compensation tab in Hub’s

Contract Management area

Contract Tab Grid

Settings

Scale:

• Days & Months

• Weeks

• Months

Show:

• Hours

• Amounts

Billing/Cost switch:

Billing or Cost

amounts at

respective currency

and selected

columns

Grid Settings

Labor Tab

New Screenshot Needed

Labor Tab Grid

Settings

Calendar Periods

Hours/Amounts Switch

Assign Resources

Employee Card

• Update ETC hours in summary or on calendar at any level.

• Update Plan dates and Assignment dates

Update Hours and Dates

Reschedule

• Reschedule Plan dates or Assignment

dates

• Shift to move all or a portion of the

schedule

• Change duration to compress or

expand a schedule

• Impacts Labor, Expenses and

Consultants

Reassign

Period to Reassign:

• Entire assignment period

• Part of the assignment

period% or Hours to Reassign

Delete option removes resource and all planned hours and amounts

if no JTD or baseline exists; otherwise, it removes all planned hours

and amounts and leaves the resource on the plan

Delete

Show Charts

Charts update when:

• Switch between showing cost and billing

• Make changes to plan

• As select project levels

Billing/Cost switch:

Billing amounts or Cost

amounts at respective

currency and selected

columns

Grid

Settings

No calendar periods for Expenses or

Consultants

Expenses and

Consultants Tabs

Expenses/Consultants

Tabs Grid Settings

Add

Expenses/Consultants

Warning Indicators

Reschedule

Reassign

Delete

Show Charts

Charts update when:

• Switch between showing cost and billing

• Make changes to plan

• As select project levels

Save Baseline

Publish Plan


VantagepointResource Management


» Resource View and Project View

» Robust search to find available

resources

» Build and save teams

» Evaluate capacity and utilization

across resources

» Assign resources to projects

» Manage labor hours on projects

» Load balancing or reacting to

project and staff changes with

reassign and reschedule

Resource Management

Can Start Planning in Resource Management

Resource Management Resource View


Resource View

Resource Search

• Planned Hours

• Scheduled %

• Utilization %

• Days

• Week

• Months Grid Settings

Resource View

Options

• Robust Search

• Save Searches

Group By:

• No Grouping

• Individual Organization Levels

• Organization

• Labor Category

• Employee Job Title

Sort Resources By:

• Name

• Scheduled %

• Utilization %

Sort Project By:

• Assignment Start

• Name

• Number

Resource View

Grid Settings

Over Utilized/Scheduled Under Utilized/Scheduled Properly Utilized/Scheduled

Capacity Colors

Employee Card

Selected

Resources Options

Pin Selected

Save Selected

Add Assignments

• Set assignment dates

• Set ETC hours

• No Add check box if assignment already exists for the resource

Add Individual

Assignments

Editing Plans

• Implicit Check Out/Check In

• Published Plans

• Can only view published plans

• Can only edit published plans

Project Info

Bubbles

Update Hours

Reschedule

• Reschedule assignment dates

• No option to reschedule plan dates in Resource View

• Shift to move all or a portion of the schedule

• Change duration to compress or expand a schedule

Reassign

Period to Reassign

• Entire assignment period

• Part of the assignment

period

% or Hours to Reassign

Delete

Delete option removes resource and all planned hours and

amounts if no JTD or baseline exists; otherwise, it removes all

planned hours and amounts and leaves the resource on the plan

Resource Management Project View


• Same as Project Planning without amounts, baseline and fee analysis

• Jump between Resource View and Project View

Project View

Getting Planning Data Out


Warnings about Cost, Billing,

Labor, Expenses, and Consultants:

• No contract

• EAC higher than contract

• EAC profit is negative

• EAC multiplier less than target

multiplier

Project Search

Warning Indicators

Project Dashboard

Project Summary

Pane

Project Review

Resource Planning

Alerts &

Notifications

Dashboard –

Upcoming Generic

Assignments

Resource Management

Interactive List Report

Resource Planning

Reporting

Project Reporting

Has Planning Budget Source Option:

• Consultant Ledger

• Expense Summary

• Labor Summary

• Office Earnings

• Project Earnings

• Project Progress

• Project Summary

Traditional

Timesheet

• Copy Planned Hours

• Auto-populate timesheet from planning assignments

Must own Resource Planning module

Calendar

Timesheet

RP Features Coming in 3.0

Wrapping Up


XPO Hall

» Tuesday, 12:10 – 2:00 PM and 5:30-7:00 PM

» Wednesday, 12:10 – 2:00 PM

Ask Questions About Vantagepoint at Insight


Download the Content from these Vantagepoint Sessions (if you didn’t attend in person)


» 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

Visit the Vantagepoint Readiness Portal» Key resources to prepare for

upgrade

» Checklists

» Frequently asked questions

» Focused explanation of key

reimagined 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


VIDPS-58 Improve your CRM ROI and Make Your CRM Work for You€¦ · » Build and save teams »...

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Transcript of VIDPS-58 Improve your CRM ROI and Make Your CRM Work for You€¦ · » Build and save teams »...