Deltek Insight 2012: Introducing Vision Navigator

1. Introducing DeltekVision NavigatorBret Tushaus, DeltekPS-93

4. Impetus Behind Navigator Driving project manager adoption throughout organizations Responding to what we have heard from users Solution for front office workers Making use of the tool less intimidating Providing tools in line with consumerization of technology Connecting tool to everyday tasks42012 Deltek, Inc. All Rights Reserved

5. Navigator is a revolutionary new tool intended to give projectmanagers what they need to plan, review and execute theirprojects in a streamlined and consolidated manner. This isa tool that benefits the project managers by giving them justwhat they need to do their job, while simultaneouslybenefiting the organization through facilitating the collectionof more accurate and complete project information andmore closely monitored projects.5 2012 Deltek, Inc. All Rights Reserved

6. What Is Navigator? Project Manager focused tool giving them everything they need tomanage their projects Work and think how project managers work and think to empower themto plan, review and execute Streamlined and consolidated Information review and data entry Visually oriented / inviting interface One-stop-shop for all things project management Accessible from anywhere PLAN | REVIEW | EXECUTE62012 Deltek, Inc. All Rights Reserved

7. Streamlined and Simplified Intent is NOT to entirely recreate/replicate ProjectPlanning with a different interface Focus on best practices Focus on common measures/metrics andperformance monitoring Minimize configuration and options Eliminate the need for project manager tounderstand the inner workings of Vision May not represent exactly the way all organizationswork; trying to get as broad of coverage as possible Minimize training required Project manager think about the project, not aboutthe tool7 2012 Deltek, Inc. All Rights Reserved

9. Technical Considerations Vision 6.2 SP2 or later (7.0 GA) Server side Same requirements as Vision Installed on application server (separate server supported in future) Runs in IIS, communicates via HTTP/HTTPS Supports Windows Authentication Separate download, separate installation Hot fixes / updates delivered with Vision Browser Support IE8 and above (Chrome frame plug in required for IE8) Chrome (most recent version, cross platform) Safari (most recent version, cross platform) Firefox (most recent version, cross platform) iOS and Android tablets9 2012 Deltek, Inc. All Rights Reserved

11. Technical Considerations Form Factor (for device-based usage) iOS tablets Android tablets No smartphones solution today Multi-lingual translatable & localizable first version is English only Multi-currency/company enabled Zero client install112012 Deltek, Inc. All Rights Reserved

13. Understanding Plan ExistenceProject Plans are editable in either Vision Planning or NavigatorNEVER BOTH Plan created and edited in VisionPlan created and edited in Navigator (read only, but viewable in Navigator)(read only, but viewable in Vision) plan conversionVision Plans can be converted to Navigator as long Navigator plans can always be converted to Visionas they are compatible with Vision (more later)(It is not the intention with Navigator that plans are consistently round-tripped between Vision and Navigator)(none of this applies to customers without Resource Planning module)13 2012 Deltek, Inc. All Rights Reserved

14. Project WBS The WBS represented in Navigator is dictated by the WBS from Projectinfo center record the WBS cannot be edited from within Navigator. No Labor Code mapping/planning in Navigator14 WBS will always only be 3 levels

16. Social Collaboration Solution Kona is Delteks free social collaboration platform A better way than email to communicate and move agroups purpose forward Empower individuals, increase accountability, and createcloser feeling teams Better communication and tracking of whats importantmakes it easier to achieve your group and individual goalsPersonal LifeProject Teams at Social, but with aGroupsWorkPurpose16

17. Social Collaboration Solution17

18. Social Collaboration Solution InternDesignerContractor ProjectClient ManagerProject ConsultantAccountant18 Organizational Manager

19. Social Collaboration Solution InternDesignerContractor ProjectClient ManagerProject ConsultantAccountant19 Organizational Manager

21. Social Collaboration SolutionSpouse YOUSchool Fundraiser PTOGirl ScoutTroop Book Club Because Life is your BiggestFamily TripProject21Soccer Coach

22. Project teams that areNavigato += better-connected r Exposing the social collaboration layer directly in Navigator empower Navigator users to stay better-connected to their project teams22 2012 Deltek, Inc. All Rights Reserved

23. Kona Integration Integration allows for associating a Kona Space with a Navigator(Vision) Project Enables interaction with conversations, events, tasks and files User must be setup in Kona and enter Kona credentials inNavigator Can participate in conversations via Navigator and view content cannot, yet, create Kona content Allows for interaction with internal team members and externalteam members (people on the other end do not need Navigator) Extremely unique social layer that will be built on over time23 2012 Deltek, Inc. All Rights Reserved

28. Frequently Asked Questions Is there a cost for the Navigator Module? Is Vision Resource Planning Required for Navigator to work? Are project plans that are created in Vision Resource Planning visible/available in Navigator? What functionality is disabled if I dont have Vision Resource Planning? Does Navigator replace Vision Resource Planning? Can Navigator be used for Opportunities? Can I plan Consultants and Expenses with Navigator? If I own Resource Planning, will I be able to see and edit Navigator data via resource management? How can an external team member interact via Kona if they dont have Navigator? What are the primary differences between use of the Project Budget Worksheet, Navigator and Resource Planning?282012 Deltek, Inc. All Rights Reserved

29. Frequently Asked Questions Feature/FunctionalityBudget Navigator Resource Worksheet Planning Budget/Plan Labor and Expenses at WBS Levels 1 Labor Code Based Budgeting View Key Project Metrics (budget/plan, ETC, EAC, JTD) Utilize as Budget Source in Reports 2 Graphical Views of Key Project Metrics Budget/Plan Labor by Resource/Employee Budget/Plan Labor and Expenses Over Time 1 Budget/Plan at Both Cost and Billing View and Schedule Resources Based on Availability/Utilization View Resource/Employee Utilization Across Entire Organization View and Schedule Resources Based on Skills Alert Notifications When Resources are Scheduled Resource Utilization Reporting Project Planning Reporting Project Plans with more than 3 levels of WBS Project Plans with Multiple Accordion Calendar Scales Project Plans Mapped to Multiple Projects Project Plans with WBS Different from Project WBS Assign Resources in Project Plans at WBS Levels Other Than Lowest Level Utilize From Any Browser Utilize From Tablet Devices Collaborate via Kona 292012 Deltek, Inc. All Rights Reserved

32. Thank You!Bret [email protected]

33. Appendix

34. Connecting and LoginURL to access NavigatorSame login mechanism/flow as VisionWindows Authentication is supported Language links (not currently enabled) Same credentials used to access Vision Same DB choices from Weblink342012 Deltek, Inc. All Rights Reserved

36. General Options and Actions Date and numberformatting Sort for project list Kona credentials Objective feedback Uses GoogleAnalytics Used by Deltek36

37. Project List and Selection SetsRetract projectlist paneSelection setchoices populates Build selectionproject listsets to populateproject listProject list filter(applies only to Last selectioncurrent selection set rememberedset)Project listStatus indicators No contract EAC exceeds contract(hard-coded 200 project limit for any project list selection set) 37(all Vision role security honored)

38. Security Project Record AccessRead Only access I can see the project in the project list and on the dashboard tab. I cannot change the projects image and Kona spaceFull, Add/Modify, or Modify Only access I can see the project in the project list and on the dashboard tab. I can change the projects image and Kona spaceRecord Level View access to a project I can see the project in NavigatorRecord Level Update access to a project I can change the projects image and Kona space382012 Deltek, Inc. All Rights Reserved

39. Dashboard Name = Short Name from Project info center Number = WBS1 from Project info center Project Manager = Project Manager name Contract Start End = Initial Start and Estimated Completion from Dates & Costs tab in Project info center Contract = total Compensation amount from Project info center, WBS1 only, Currency used is based on "Use billing currency not project currency" in Configuration/Accounting/System Settings Target Multiplier = Target cost Multiplier assigned in the plan on the General tab, is blank if plans Budget Type = Billing Tooltip all of these definitions392012 Deltek, Inc. All Rights Reserved

40. Dashboard EAC Multiplier = Compensation / Labor EAC at cost for WBS1, is blank if plans Budget Type = Billing, if project is Top Project for multiple plans that are in utilization, the system sums the labor EAC amounts from the plans, Currency used is based on "Use billing currency not project currency" in Configuration/Accounting/System Settings Job to Date = Labor at billing rates through today for WBS1, includes unposted labor regardless of setting in plan Estimate to Complete = Labor ETC at billing for tomorrow forward for WBS1 Estimate at Completion = JTD labor @ billing through today + ETC labor @ billing from tomorrow forward for WBS1, if project is Top Project for multiple plans that are in utilization, the system sums the amounts from the plans40 2012 Deltek, Inc. All Rights Reserved

43. Charts Labor Plan SummaryLink to labor tabContract = CompensationETC Amount = Labor ETC atbilling for tomorrow forward forWBS1JTD Amount = JTD Labor atbilling rates through today(hovering/tapping on bars will show represented amounts) (on Planning tab, amounts will adjust based on item selected in planning grid)43 2012 Deltek, Inc. All Rights Reserved

44. Charts Labor Plan Timeline (clicking on series labels in legend will toggle visibility)Link to labor tabContract = CompensationContract Earned = Laborpercent complete @ billing(based on the method assigned inthe plan) * Compensation fromProject ICActual = Labor actuals at billingrates through todays date.Includes unposted timePlanned = Planned labor atbilling rates(hovering/tapping on lines will show represented amounts at point in time)(on Planning tab, amounts will adjust based on item selected in planning grid)44 2012 Deltek, Inc. All Rights Reserved

45. Charts AR and WIP Link to Vision Project Review (IE only) Accounts Receivable = unpaid invoices Both Aged charts are shown using the projects Billing currency Aging buckets cannot be defined by user Billed is all billed, not just through todays date, same for paid Taxes billed are included in Billed amount Unpaid is through todays date Paid includes amounts from applied retainerLink to Vision Project Review (IE only)Work in Process = unbilled labor(hovering/tapping on bars will show represented amounts)452012 Deltek, Inc. All Rights Reserved

46. Security Project Planning AccessRead Only access I can see the plan information on the Planning tab I cannot add, edit, or delete a Navigator plan I cannot see a Navigator plans Project Settings I cannot change a Vision plan to a Navigator planFull access I can see the plan information on the Planning tab I can add, edit, save, publish, revert and delete a Navigator plan I can see and edit a Navigator plans Project Settings I can change a Vision plan to a Navigator planAdd/Modify access I can see the plan information on the Planning tab I can add, edit, save, publish, and revert a Navigator plan I cannot delete a Navigator plan I can see and edit a Navigator plans Project Settings I can change a Vision plan to a Navigator plan Company access If a user does not have access to a company, they cannot see plans for projects in companies towhich they dont have access Planning tab is disabled462012 Deltek, Inc. All Rights Reserved

47. Security Project Planning Access (contd)Modify Only access I can see the plan information on the Planning tab I can edit, save, publish, and revert a Navigator plan I cannot add or delete a Navigator plan I can see and edit a Navigator plans Project Settings I can change a Vision plan to a Navigator planRecord Level View access to a plan I can see plan information on the Dashboard tab I can select the Planning tabRecord Level Update access to a plan I can add, edit, save, publish, revert, or delete a Navigator plan I can change a Vision plan to a Navigator plan47 2012 Deltek, Inc. All Rights Reserved

48. Security MiscellaneousBilling Rate Tables Record Level View access to a billing rate table I can select the rate table for a Navigator plan in Project SettingsAccounting If I have Full Access to Labor Cost Rates/Amounts I can see the EAC Multiplier value for the project I can choose Employee Provisional Rates as the Labor Cost RateMethod in Project Settings.Planning If I have Allow Changes to Baseline selected, I can replace the Baseline plan Allow Changes to Rate/Method Tables selected, I can edit ratemethods and tables in Project Settings48 2012 Deltek, Inc. All Rights Reserved

49. Plan State IconSaveVision planSave and publishNo plan existsSave baselinePlan saved and publishedDelete planEdits not savedCreate planChanges saved but not published (can include status on baseline as well) Convert Vision plan to NavigatorRevertCheck out plan49 2012 Deltek, Inc. All Rights Reserved

50. Planning Tab Selecting level in labor grid causes chart to display data for that levelGrid expansion(hide charts)Tooltip Resource level notes (for data entry component)Contract Start End = Earliest date with planning entry to latest date with planning entryContract = total Compensation amount from Project info centerJTD Amount = Labor at billing rates through today for WBS1 resources automatically added in planETC Amount = Labor ETC at billing for tomorrow forward for WBS1EAC = JTD labor @ billing through today + ETC labor @ billing from tomorrow forward for WBS1Contract Less EAC50 2012 Deltek, Inc. All Rights Reserved

51. Converting Vision Plan Vision plans can be converted to Navigator, unless: Plan WBS does not match projects WBS Plan is mapped to multiple projects More than 3 levels of WBS Multiple accordion calendar scales Resource assignments at levels within WBS other than lowest level Budget type set to just cost or just billing Bottom calendar scale is daily, accounting period or yearly Resources assigned multiple times in single plan row Planned values appear in overflow column512012 Deltek, Inc. All Rights Reserved

52. Creating Plans Project record must exist first cannot create plan without project WBS comes from project record Role security controls ability to create plan52 2012 Deltek, Inc. All Rights Reserved

53. Check Out / Check In Plan must be checked out before it can be edited (explicitly) Plan is automatically checked in when user switches to different record (implicit) Navigator will communicate when plan is checked out to someone else532012 Deltek, Inc. All Rights Reserved

54. Check Out / Check In If circumstances lead to a plan not getting checked back in, users with necessaryy rights can check plans back in manually through Navigator or Vision (only if the have Resource Planning module)542012 Deltek, Inc. All Rights Reserved

55. Project SettingsTarget Multiplierfor this plan Project settings controlsTime scale used in configuration of planplan (can change related itemsat any time) Also provides place to refresh rates Only available whenMethods andproject has an editablerate tables used planin planning Going to Project Settings automatically checks out plan All items in this dialog,Used to initiate aexcept for targetrefresh rates multiplier, come fromaction when planning defaultsNavigator settings available even when ResourceFinish is clickedPlanning module is not activated55 2012 Deltek, Inc. All Rights Reserved

56. Save, Publish and Revert Publish publishes data to Vision Data available in reports Data available in planning and RM Publishes baseline, if saved, as wellNavigator Data will not be automatically published Vision checks for unpublished data within certain applications Save saves data locally in Navigator only Only visible in Navigator Allows for working in Navigator without affecting any data in Vision Will be prompted to save changes if different Vision project is selected Revert reloads last published plan from Vision (overwrites Navigator edits)(always keep an eye on the plan state icon and56associated text)

57. BaselinesSaving baseline takes the current plan saves it and creates abaseline from that planNo capability for saving multiple baselinesVision role security is honored when saving baseline roleswithout ability to save baseline will not be able to in NavigatorMust publish plan for information to be visible in Vision572012 Deltek, Inc. All Rights Reserved

59. Editing Plans Calendar ViewAdd Resource Delete Resource Swap Resource Calendar/Summary Toggle ETC Values59Past ETC hours cannot be edited

60. Adding/Changing Resources List filter Employee toggle Generic Resource toggle Photos from Employee IC Organization filter Generic Resource indicator Can select multiple resources any combination Use of filter field will not cause selections to be lost Navigator will communicate when plan is checked out to someone else Resources can only be assigned to lowest level WBS List will not include resources already assigned to current WBS level602012 Deltek, Inc. All Rights Reserved

61. ETC Hours and Shifting DatesEntering lump sum will spreadEntering specific amount byevenly based on start and endtime intervaldates and working days No capability for changing past planned hours / ETC if a calendar item has any portion in the past it will be un-editable Shifting dates will shift with same distribution of hours currently, no ability to expand or shift from a specific point in time612012 Deltek, Inc. All Rights Reserved

63. Interaction with Vision ProperSignificant amount of work done in Vision proper to ensurethat items interact properly with Navigator data Configuration items when Resource Planning is not activated Preventing incompatible interaction with Navigator plans Preventing incompatible interaction with Projects that have Navigator plans Accommodating Resource Management functionality and concurrency632012 Deltek, Inc. All Rights Reserved

64. Interaction with Vision Proper Resource Planning module not activated configuration options that apply specifically to Navigator64

65. Interaction with Vision Proper Resource Planning module not activated configuration options that apply65 specifically to Navigator

69. Interaction with Vision Proper Also applies to: Select Plans to Delete New Plan from Existing Project New Plan from Existing Project Merge Plan New Plan from Existing OpportunityPlan interactions in Vision69

70. Interaction with Vision Proper Resource Utilization facilitating changes that affect Navigator plans that are either70checked out or have unpublished data

73. Kona IntegrationKona content Kona Space setting saved in tabsproject record Must have project edit rights Select Konaassociate a Kona spaceSpace Different users may see differentKona content through NavigatorUnread iteminterface indicator Space image will launch KonaAccess Konaand log user in using credentialsfrom My SettingsShow Konapane icon73

74. Kona Integration - Conversations Back to main Kona view Conversation content (conversation content will appear in real-time) Enter comments74

75. Kona Integration - FilesClick link for conversationClick icon to download/view file75

76. Kona Integration - Events Month scrolling Click link for conversation76

Technology

Deltek Insight 2012: Introducing Vision Navigator