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

04/18/20232

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.

04/18/20233 ©2011 Deltek, Inc. All Rights Reserved

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


Agenda

Welcome/Introduction

Key Takeaways

Release Status

User Interface Improvements (UI)

User Experience Improvement (UX)

Deltek Expense Features

Miscellaneous Features

Technical Features

Questions


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


Release Status


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


User Interface Improvements (UI)


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)


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


Results


Before After

Login


Before After

Product Home


Before After

Preferences


User Experience Improvements (UX)Deltek Expense


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


Deltek Expense Features


Workflow Engine


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 ?


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


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)


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


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


Miscellaneous Features


Deltek Mobile Task Launching

Provides users the ability to

View current timesheet tasks Sign Approve

Launch to timesheet to perform task


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


Technical Features


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


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


Wrap Up


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


Q&A


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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www.youtube.com/user/deltekinc

mailto:[email protected]

http://www.twitter.com/deltek

http://www.facebook.com/deltekinc

http://www.linkedin.com/company/163414

http://www.youtube.com/user/deltekinc

http://www.facebook.com/deltekinc

http://www.linkedin.com/company/163414

http://www.twitter.com/deltek






Education

Deltek Insight 2011: Introducing Deltek Time and Expense 9.0!