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VPVI-13Introduction to Vantagepoint Resource Planning
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2
Agenda
• Resource Planning in Vantagepoint
• Project Planning
• Resource Management
• Getting Planning Data Out
• Resource Planning Features Coming in 3.0
• Wrapping Up & Questions
VantagepointResource Planning
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 3
Resource Planning Through Project LifecycleO
pp
ort
un
ity
Init
iati
on
Exe
cu
tio
n
Clo
seo
ut• Assemble
team
• Draft plan
• Detailed
project plan
• Secure
resources
• Hire to fill gaps
• Adjust for
scope and
schedule
changes
• Adjust for
employee
changes
• Optimize
resources and
fees
• Assign
resource to
their next
project
• Update
employee
skills and
experience
© Deltek, Inc. All Rights Reserved. 4
Vantagepoint 2.0 Resource Planning Features
Feature/FunctionalityAccounting
Module
Accounting +
CRM Module
Resource
Planning
Module
Resource Management
Project Planning * *
Project Reporting with Planning Budget Source
Resource Planning Alerts
Resource Planning Assignments in Timesheets
Resource Planning Assignments in Calendar
Timesheet
Resource Planning Reporting
Export Planning Data
*Project Planning during stages – includes while In Pursuit (also known as Opportunity) © Deltek, Inc. All Rights Reserved. 5
» Web application started with iAccess
functionality and then reimagined many features
» All planning functionality in web application
ONLY
» Does NOT include all Vision Project
Planning Functionality in this release
Approach to Vantagepoint Resource Planning
© Deltek, Inc. All Rights Reserved. 6
VantagepointProjects Hub
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 7
Convergence of Projects
and Opportunities
RP Module
Pursuit Fields:
• Stage
• Estimated Fee
• Probability
• Weighted Fee
• Owner Value
Pursuit Features:
• Estimated Fee (in Contract
Management)
• Estimates
Plan is part of
project…always
Project (and Plan)
Creation
© Deltek, Inc. All Rights Reserved. 11
Projects HubPlan
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 12
© Deltek, Inc. All Rights Reserved. 13
» Projects Hub
» No plan creation – always a plan
» Plan WBS = Project WBS
» Plan Labor, Expenses and Consultants
» Set Schedule
» Assign Resources
» Auto assignments with JTD charges
» Plan Hours and Amounts
» Save Baseline
» Analyze Contract v. JTD v. Plan
Project Planning
Plan ready on every project
Check Out
• Explicit check out
• Implicit check in/Explicit check in
Plan Settings
Rates automatically updated
Contract TabBilling/Cost switch:
Contract will be the same unless
currencies are not the same.
Grid
Settings
Contract amounts from Compensation tab in Hub’s
Contract Management area
Contract Tab Grid
Settings
Scale:
• Days & Months
• Weeks
• Months
Show:
• Hours
• Amounts
Billing/Cost switch:
Billing or Cost
amounts at
respective currency
and selected
columns
Grid Settings
Labor Tab
New Screenshot Needed
Labor Tab Grid
Settings
Calendar Periods
Hours/Amounts Switch
Assign Resources
Employee Card
• Update ETC hours in summary or on calendar at any level.
• Update Plan dates and Assignment dates
Update Hours and Dates
Reschedule
• Reschedule Plan dates or Assignment
dates
• Shift to move all or a portion of the
schedule
• Change duration to compress or
expand a schedule
• Impacts Labor, Expenses and
Consultants
Reassign
Period to Reassign:
• Entire assignment period
• Part of the assignment
period% or Hours to Reassign
Delete option removes resource and all planned hours and amounts
if no JTD or baseline exists; otherwise, it removes all planned hours
and amounts and leaves the resource on the plan
Delete
Show Charts
Charts update when:
• Switch between showing cost and billing
• Make changes to plan
• As select project levels
Billing/Cost switch:
Billing amounts or Cost
amounts at respective
currency and selected
columns
Grid
Settings
No calendar periods for Expenses or
Consultants
Expenses and
Consultants Tabs
Expenses/Consultants
Tabs Grid Settings
Add
Expenses/Consultants
Warning Indicators
Reschedule
Reassign
Delete
Show Charts
Charts update when:
• Switch between showing cost and billing
• Make changes to plan
• As select project levels
Save Baseline
Publish Plan
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 35
VantagepointResource Management
© Deltek, Inc. All Rights Reserved. 36
» Resource View and Project View
» Robust search to find available
resources
» Build and save teams
» Evaluate capacity and utilization
across resources
» Assign resources to projects
» Manage labor hours on projects
» Load balancing or reacting to
project and staff changes with
reassign and reschedule
Resource Management
Can Start Planning in Resource Management
Resource Management Resource View
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 37
Resource View
Resource Search
• Planned Hours
• Scheduled %
• Utilization %
• Days
• Week
• Months Grid Settings
Resource View
Options
• Robust Search
• Save Searches
Group By:
• No Grouping
• Individual Organization Levels
• Organization
• Labor Category
• Employee Job Title
Sort Resources By:
• Name
• Scheduled %
• Utilization %
Sort Project By:
• Assignment Start
• Name
• Number
Resource View
Grid Settings
Over Utilized/Scheduled Under Utilized/Scheduled Properly Utilized/Scheduled
Capacity Colors
Employee Card
Selected
Resources Options
Pin Selected
Save Selected
Add Assignments
• Set assignment dates
• Set ETC hours
• No Add check box if assignment already exists for the resource
Add Individual
Assignments
Editing Plans
• Implicit Check Out/Check In
• Published Plans
• Can only view published plans
• Can only edit published plans
Project Info
Bubbles
Update Hours
Reschedule
• Reschedule assignment dates
• No option to reschedule plan dates in Resource View
• Shift to move all or a portion of the schedule
• Change duration to compress or expand a schedule
Reassign
Period to Reassign
• Entire assignment period
• Part of the assignment
period
% or Hours to Reassign
Delete
Delete option removes resource and all planned hours and
amounts if no JTD or baseline exists; otherwise, it removes all
planned hours and amounts and leaves the resource on the plan
Resource Management Project View
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 55
• Same as Project Planning without amounts, baseline and fee analysis
• Jump between Resource View and Project View
Project View
Getting Planning Data Out
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 57
Warnings about Cost, Billing,
Labor, Expenses, and Consultants:
• No contract
• EAC higher than contract
• EAC profit is negative
• EAC multiplier less than target
multiplier
Project Search
Warning Indicators
Project Dashboard
Project Summary
Pane
Project Review
Resource Planning
Alerts &
Notifications
Dashboard –
Upcoming Generic
Assignments
Resource Management
Interactive List Report
Resource Planning
Reporting
Project Reporting
Has Planning Budget Source Option:
• Consultant Ledger
• Expense Summary
• Labor Summary
• Office Earnings
• Project Earnings
• Project Progress
• Project Summary
Traditional
Timesheet
• Copy Planned Hours
• Auto-populate timesheet from planning assignments
Must own Resource Planning module
Calendar
Timesheet
RP Features Coming in 3.0
Wrapping Up
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 70
XPO Hall
» Tuesday, 12:10 – 2:00 PM and 5:30-7:00 PM
» Wednesday, 12:10 – 2:00 PM
Ask Questions About Vantagepoint at Insight
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 71
Download the Content from these Vantagepoint Sessions (if you didn’t attend in person)
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 72
» 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-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
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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 74
Q&A