vpvi-94 · ellen keeley director, product management •ajera & vantagepoint products...
TRANSCRIPT
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VPVI-94:Introduction to Vantagepoint Dashboards
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Ellen KeeleyDirector, Product Management
• Ajera & Vantagepoint products
• Vantagepoint focus is on Dashboards and Vantagepoint Intelligence
• 27 years in the A/E software industry but I started at a Portland architecture firm working with Harper Shuman
2CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
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Agenda» Dashboard Overview
» What Dashboards can do for your Organization
» Dashboard Designer
» Table Dashparts
» Chart Dashparts
» Default Dashboards & Dashparts
» What’s to Come
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DashboardsIn today’s business world it is
imperative that you can get
information in front of the right
people at the right time.
Vantagepoint Dashboards provides
a flexible tool for you to design
dashboards with up to date relevant
information customized to your
employee’s needs.
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Dashboards in Vantagepoint
New Look &
Navigation
User -
Friendly
Dashboard
Designer
Expanded
Dashpart
Designer
Custom
Chart
Dashparts
Custom
Table
Dashparts
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Basic TerminologyDashboard
• A collection of Dashparts that can be viewed together
• A user may have multiple Dashboards seen as multiple tabs on their My Stuff>Dashboard
Dashpart
• A user defined component of the Dashboard.
• A dashboard can contain multiple Dashparts.
Base
• The core data available to a Dashpart.
• Dashparts include project, account, account detail, and favorite reports.
• Each Dashpart is built on a single base
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Dashboards are easily
accessible from My
Stuff > Dashboards
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Users have access to
multiple dashboards
shared with them
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Dashboards are made up of
Dashparts that convey
information from across your
database
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Dashpart Types
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System Favorite
Reports Table
• Predefined dashparts offering a specific data view or interactivity
• Can be added to dashparts but not customized
• Already configured favorite report displayed in the dashpart framework
• Dashpart build in the dashpart designer using report bases that display information in a column and row format
• Options to group, sort, and apply conditional formatting
Chart
• Dashpart built using the dashpart designer using report bases that display information in graphical format
• Chart options include Bar, Column, Line, Spline, Area, Area Spline and Pie
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» Dashpart Bases define the type of data to be used on a dashpart
» Report Bases
» Project – project hub info, compensation and contract amounts, transactional totals, WBS levels
» Account - account information at account level
» Account Detail – account information at transactional level
» Favorite Reports
Dashpart Bases
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Security Overview
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Access to be able to
create dashboards and
dashpart for others is set
in Security > Roles >
Overview tab• Record level access
honored
• Access to cost
honored
• Field level security not
available
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» Dashboards available in Vision are
not available in Vantagepoint 2.0
» In some cases you can create
similar dashparts in 2.0
Vision Dashboards
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» Project Base has Pursuit
Project information
» 1.0 Dashboards remain in
2.0
» Opportunity dashparts
removed
» Opportunity base
removed
DPS - What’s new in Vantagepoint 2.0
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Let’s take a look at what Dashboards can do!
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Change current
period to roll dates
on dashpart
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Select to not
always rebuild
dashpart and
refresh for
current info on
demand
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Filter dashboard
dashparts where
Project Manager is
Me in each dashpart
to limit projects to
PM
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Customize descriptions
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Call attention to
information with
Conditional
Formatting
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View Weighted Fee &
Estimated Fee differently for
your Pursuit Projects
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Let’s see how users interact with dashboards
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Click on a column
heading to change
the sort order or
drag the column
border to change
the width
Click on the blue
text for more
information on the
record
On a table
dashpart: Filter
information or
Export to CSV
using the icons on
the right
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Designing a Dashboard
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View all dashboards in
the database in
display order
Click on a
dashpart and
drag to move
around on the
dashboard
Resize the
dashparts to fit
on your
dashboard
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Click on Dashpart
Library to view
dashparts provided by
Deltek and created by
you
Click and drag a
dashpart to add it to
your dashboard
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Dashpart Library• Icon identifies Type of dashpart
System
Chart
Table
Favorite Report
• Organized by Used Dashparts
and Available Dashparts
• Select and drag onto a
dashboard
• Hover over a dashpart to Edit or
Delete the dashpart
• Add New Dashpart with option
at the top of the list
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Use the action bar to:
Create New Dashboard
Save
Share
Copy
Delete
List View to control
dashboard order
Create New Dashpart
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Designing a Table Dashpart
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Dashpart Designer
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Define general information on dashpart like:
• Base
• Type (Chart or Table)
• Saved Search filters
• Title & Subtitle
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Options to control various attributes
of the dashpart like adding additional
columns to the dashpart, creating
Calculated Fields or controlling the
sort order
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Table Options
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• Control how many records
display with Show Top
Records. This works in
conjunction with the sort order
to limit data displayed
• Add Notes about the
dashsparts
• Control the text and
background color based on a
condition that exists in the data
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Columns that are part of the
dashpart with options to control
information about those
columns
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Hover on a
row to access
the icon to
reorder
Filter the
dashpart by
any column
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Filter the
amount by a
Date Range
Group the table
dashpart Expanded,
Collapsed or No
Detail by any column
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Date Ranges
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• Control the Start and End
period / date used to
calculated the column
amount
• Move forward or back in
time by defined period
• Optionally show the time
frame in the heading
• Available on some amount
columns like Revenue,
Cost, Billing
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Date Ranges for Revenue Trends
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Define the attributes of a
column in PropertiesChange the text or
background color
of a cell based on
a condition
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Save dashpart to add to your dashpart
library and add to dashboards
Copy to create a new copy to edit
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Chart Dashpart
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Total Revenue & Labor Trends
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Chart Dashparts
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Define the type
of chart you
want to create.
Columns that are not
currency or numeric
are automatically
hidden
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Chart Dashparts
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» Show top records works in conjunction with Sort
» Reverse Liability, Revenue & Net Worth Account Sign
» Chart display controls like:
» Currency symbol & Decimal places
» Stack all columns (for bar & chart types)
» Display Pie as Percent (pie chart type)
» Control if and where the legend displays
Chart Options
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» None – groups the chart by the
default base level (project,
account, account transaction)» Column – groups the chart by a
column on the dashpart
Chart Grouping Options
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» Date Range – groups the chart for a fiscal or calendar date period of time
» Define when to Start the chart date, the Scale you want to report and how far ahead or behind the start date the chart should report
Chart Grouping Options
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» Control how the information
displays on the chart
» Description
» Control the color used
» Second Axis
» Display by Period
» Display Values on Chart
Column Properties
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» To support limiting the amounts shown on column on a dashpart:
» The Account Base and Account Detail Base offer additional column filters for Organization and Account
» Filter Revenue Amount column to your Billed Accounts
» Filter Labor Cost Amount Column to your Labor Cost Accounts
Account Base Column Filters
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Default Dashboards & Dashparts
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» Employee
» Project Manager
» Principal
» CRM
» Accounting
» Resource Planning
» Ajera CRM Projects
» BD Active Pursuits
» BD Hit Rate Analysis Last Quarter
» Favorite Reports
Default Dashboards
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Now What?
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Visit the Vantagepoint Readiness Portal» Key resources to prepare for
upgrade.
» Checklists
» Frequently Asked Question
» Focused explanation of key
reimagine areas
» Product demos to help users
prepare
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Readiness Portal
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» Learn about the Features> Dashboard
» Dashboard Overview
» Default Dashparts and Dashboards
» All about Dashpart Bases
» Designing Vantagepoint Dashboards
» Designing Table Dashparts
» Designing Chart Dashparts
» Using Date Ranges in Table Dashparts
» Administrator Learning > Exciting Big
Changes > Dashboards
» Dashboard Overview
» Default Dashparts and Dashboards
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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
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Attend These Sessions to See More Vantagepoint
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» 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-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
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Q&A
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