CP-89:Your Procurement and Manufacturing Data Will Talk If You Are Willing To Listen

Jonathan Davis, Deltek

Agenda» Why Dashboards?

» Using CER 7.2.3

» Creating dashboards from scratch

» Customizing and Editing

» Additional Useful Features

» Examples of Materials Dashboards

» What’s Coming in CP 8?

» Q&A

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» Anscombe's Quartet –

famous example

» Can you spot any

trends in the data for

each group below?

Why Choose Dashboards

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» How about now?

» Visualizations help

us to identify

patterns more

quickly

Why Choose Dashboards…

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Step 1: Pick Your Dashboard Layout

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Step 2: Add a Data Model

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Step 3: Select a Visualization

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Step 4: Drag and Drop Data Fields

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PO Line Details Table MO Header Details Table Inventory Transation Table

» Built in filters for common needs

» By product line (org)

» By project

» By fiscal year and period

» By project manager, buyer or planner

Step 5: Utilizing Built in Filters

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Step 6: Customization – Explore the Properties Pane

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Built-In Icons and Shapes

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Calculations

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» Another Procurement One

ECN Dashboards

CER – Security & Data Models

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» New Data models for procurement, manufacturing & materials

» Organizational Security

» Part Data Security

CER - Procurement and Manufacturing

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» Procurement Dashboard

» Spend by Commodity

» PO Status

» Pending Requisition Approvals

» Requisition to PO Conversion

Time

» Manufacturing Dashboard

» MO Status

» MO Cycle Time

» ECNs Created

» ECN Impact on MO

Q&A

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