vpvi-03€¦ · » project udfs that were on a user defined tab in the smart client will now appear...

VPVI-03Get Ready for VantagepointDPS to Vantagepoint

Brent Johnson, Deltek

AgendaWhat is Vantagepoint?

Timeline & Logistics

Key Areas of Consideration

What You Should be Doing Now

Questions?

2

What is Deltek Vantagepoint?

3

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 4

» Reimagined project-focused solution for architects, engineers and other professional service businesses.

» Focused on the user

» Modern Interface

» Intuitive user experience

» Manage entire project lifecycle from front office to back office

» Next step in Deltek’s Cloud future

» Cloud first

» Cloud optimized solution



» Built on nearly 20 years of

extensive industry experience

» The Vantagepoint interface

» Browser and platform agnostic

» Reimagined based on

functional expansion and years

of feedback

» Workflows

» User interaction


User Experience & Convenience

Consolidation &

Reimagination

Customer

FeedbackDashboards

Project

Management

Key Tenets of Vantagepoint

New, modern browser-

based / agnostic

interface designed to

provide optimal and

accessible user

experience.

Deliberate look at

workflows and

functionality to explore

improvements and

opportunity to

streamline.

Evaluation of 16 years

of feedback from

Vision customer base;

incorporating that

feedback into

reimagination.

Providing the right

data at the right data

to drive inform

decision making at all

levels of an

organization.

Deliberate focus on

project manager

persona to ensure

ease of use, relevant

functionality and

accessible value.

6© Deltek, Inc. All Rights Reserved - Confidential. These plans represent our current

estimates on timing and functionality and may be subject to future modification.

Timeline and Logistics

Interface Transition

Browser Interface All Hubs

CRM

Time, Expense, Approvals

Resource Planning*

Dashboards

Smart Client All Back Office functionality

All Reporting

Utilities and Configuration

Mobile Time & Expense

CRM

DPS 1.x (2017)


CRM


Resource Planning*

Dashboards

Billing, Accounting, GL, Cash Management

Reporting

Some Utilities and Configuration

Smart Client Purchasing / Asset Management

Payroll

Some Utilities and Settings


CRM

Vantagepoint 2.0 (2019)


CRM


Resource Planning*

Dashboards

Billing, Accounting, GL, Cash Management

Reporting

Payroll

Some Utilities and Configuration

Smart Client Purchasing / Asset Management

Some Utilities and Settings


CRM

Vantagepoint 3.0 (2020)



Where We Are…Where We Are Going…

2017 2018

Deltek for Professional Services 1.x

2020 2022

Vantagepoint 3.0(Q1)

On Prem –Available By Request for

Vision Customers(May)

Vision 7.6 Actively SupportedCloud

Vantagepoint 3.0Upgrades Begin

(Q1)

Reimagination…



Vantagepoint 2.0(March)

CloudPreviews Available

By Request for Vision Customers

(July)

2019



CloudVantagepoint 3.5Upgrades Begin

(Q4)

Cloud Versus On Prem

© Deltek, Inc. All Rights Reserved. 10

» No plans to force customers to the cloud

» Vantagepoint is a cloud first, cloud optimized product...what does that mean?

» Going to the cloud may not be for everyone, but we recommend you give it a look

» Deltek does some of the heavy lifting for cloud customers when they upgrade

» If you stay on prem, understand the changes and implications


What Has/Has Not Changed?

Pre Upgrade

Post Upgrade

Today Tells You Where You Should Focus Your Learning



Key Areas of Consideration» Vantagepoint Upgrade

Checklist

» Key resource for pre/post

upgrade tasks by area



» Searches» New search architecture

» Saved custom searches will upgrade

» Saved smart client searches are upgraded

as legacy/non-editable searches

» Cross-hub searching not yet available in

browser

» SQL Where Clause searching not yet

available in browser



» Reporting» Reporting in browser, improved UI for options

» SSRS still the reporting platform; custom RDLs will

continue to work assuming schema changes are

accommodated (includes invoice templates)

» Favorite reports are upgraded as non-editable

favorites

» Saved options no longer exist - upgraded as report

favorites with no selection criteria

» Reports for smart client applications remain in smart

client



» Projects Hub» Projects Hub moved to browser

» Opportunities + Projects = Projects with

Win/Loss Process

» Opportunities fields/functionality added to

project

» Opportunity plans and their structure are

converted during the upgrade

» Moved Project focused applications to projects

» Tighter connection between regular and

promotional projects



» Projects Hub» Projects Hub moved to browser

» Opportunities + Projects = Projects with

Win/Loss Process

» Opportunities fields/functionality added to

project

» Opportunity plans and their structure are

converted during the upgrade

» Moved Project focused applications to projects

» Tighter connection between regular and

promotional projects

Pre-Upgrade: clean up data, set project number in

opportunities

Post Upgrade: Need to understand how data is

affected by upgrade script – project/opportunity

linking, project numbering, standard and UDFs, etc.



» Screen Designer / User Defined Components

» Take special care immediately following the

upgrade to review each of the project screens

that have been modified via the screen

designer in the smart client

» Field Level Security has been simplified; fields

that are hidden in the screen designer are

also hidden in searches; fields on tabs that

are set to hidden, are also set to hidden

» Project Defaults controlled by screen designer




» All user defined project fields that were on a

standard tab in the smart client will be moved to

the overview tab of the projects hub

in the browser

» Project UDFs that were on a user defined tab in

the smart client will now appear on a project user

defined tab of the same name in the browser

» All Opportunity UD fields and UD tabs will become

Project UD fields and UD tabs; prefixed with [opp]

so that they can be easily identified after the

upgrade




» All user defined project fields that were on a

standard tab in the smart client will be moved to

the overview tab of the projects hub

in the browser

» Project UDFs that were on a user defined tab in

the smart client will now appear on a project user

defined tab of the same name in the browser

» All Opportunity UD fields and UD tabs will become

Project UD fields and UD tabs; prefixed with [opp]

so that they can be easily identified after the

upgrade

Take special care immediately following the

upgrade to review each of the project screens that

have been modified via the screen designer

in the smart client



» Security

» Take the opportunity to examine your existing roles in

detail; review all settings, and make necessary

adjustments prior to upgrading

» Application tab security can be controlled from the

screen designer and from the security roles application

» All application tabs in the Projects Hub except the

Overview tab will be hidden from security roles that do

not have access to all tabs; administrator must provide

access to tabs and fields as needed post upgrade

» Open each security role and provide access to new

and changed items as needed (transaction security

changes)



» Security

» Take the opportunity to examine your existing roles in

detail; review all settings, and make necessary

adjustments prior to upgrading

» Application tab security can be controlled from the

screen designer and from the security roles application

» All application tabs in the Projects Hub except the

Overview tab will be hidden from security roles that do

not have access to all tabs; administrator must provide

access to tabs and fields as needed post upgrade

» Open each security role and provide access to new

and changed items as needed (transaction security

changes)

All application tabs in the Projects Hub except the

Overview tab will be hidden from security roles

that do not have access to all tabs; administrator

must provide access to tabs and fields as needed

post upgrade.



» General» New mobile apps for Vantagepoint

» Saved options for accounting processes are

not carried over to the browser with the

application (i.e. Batch Billing, Consultant

Accruals)

» Eliminations» SOAP API Usage

» Server Side Printers

No Data Upgrade Considerations

© Deltek, Inc. All Rights Reserved. 24

» Project

» Project Budgets

» Project Review

» Billing

» Draft invoices in approval

» Unbilled transactions

» Billing Terms

» Billing Groups

» Billing Labor Rate Tables

» Billing Labor Expense Tables

» Records in Approvals Process Expense, AP

Invoice approvals, Purchasing, GL Budget

approvals)

» Transactions

» All transactions

» Data entry import file format

» Expense reports

» Missing credit card charges associated

with expense reports

» Accounting

» Revenue Groups

» User defined revenue calculations*

» Cost/Pay Rate Tables

» General Ledger

» Chart of Accounts

» Account Group Tables

» Account Group Names

» general ledger budgets

» consolidated budgets

» consolidation groups

» Organizations

» Settings

» Exchange rates

» user preferences

» calculated fields

» Banks, Taxes, Credit Cards

» Alerts (Time, Expense, Transactions,

AR aging, RP)

» Security Users

» Cash Management

» Bank reconciliation statements

and import file formats

» Credit card reconciliation

statements and import file format

» Vendor payment runs

» Employee payment runs

» Workflows

» User Initiated

» Scheduled

» Purchasing (all)

» Asset Mgmt (all)

» Payroll (all)

» Custom Reports

» Like any other upgrade

» More….

What Should You Be Doing Now

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


Client Assistance Program (CAP)


To ensure your success with your upgrade to

Vantagepoint, Deltek has created a comprehensive

Vantagepoint Upgrade Client Assistance Program (CAP)

» Regular check-in meetings centered around

specific upgrade topics and best practices

» Live Q&A with Deltek product experts

during check-in meetings

» Receive a template SmartSheet plan to

support your upgrade

» There is NO cost associated with CAP


» Watch Deltek communications for more information, check out the blog - www.deltek.com/en/learn/blogs/deltek-vision

» Start planning your upgrade

» Ask questions - [email protected]

» If you are an on-prem customer…consider a test server

What Should You Be Doing Now?

http://www.deltek.com/en/learn/blogs/deltek-vision

mailto:[email protected]

If you want a practice upgrade… Request a Preview Refresh


» Deltek Support

Center

» Cloud Solutions

Page

» Select The

Production

Database Replica

(Sandbox) Refresh

Service Request

Key Takeaways

► Deltek Vantagepoint is

the next version of DPS

► Vantagepoint is available

for on prem customers

and cloud customers

► Project & Opportunities

are being combined. As a

result there are screen

designer and security

implications that you

should understand before

you upgrade.

► Watch for

communications, visit the

portal, start planning your

upgrades today


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


» 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

[email protected]

vpvi-03€¦ · » project udfs that were on a user defined tab in the smart client will now appear...

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