VPVI-08Welcome to the Projects Hub in Vantagepoint

Dawn Gajewski, Deltek

Agenda» Introduction to the Projects hub

» Convergence of Projects & Opportunities

» Project hub walk thru

» Getting ready

» Q&A

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

Introductions» Dawn Gajewski

» Director, Product Management

» Products: Vantagepoint, Deltek

Resource Planning, iAccess,

Vision

» Focus on front office and mostly

resource planning

» 7 years at Deltek

» 16+ years industry experience

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

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.5

Project Hub is the command center for managing the entire project lifecycle

Projects Hub

Projects with Stages

and Win/Loss Process

Projects

Opportunities

Vision Project Lifecycle

Project Pursuit

StartsProject is Won

(or Lost)

Project

Completed

Opportunity

Opportunity Plan

Promo Project*

Promo Project Plan

Regular Project*

Regular Project Plan

Copy some

opportunity

info to project

Map to project

when awarded

or create project

from plan and

opportunity

Indirect cost

to win the

project

Direct cost to

execute project

* Approved for Use in Processing Controlled by Accounting

DPS 1.0 Project Lifecycle: A Little Simpler

Project Pursuit

StartsProject is Won

(or Lost)

Project

Completed

Opportunity

Opportunity Plan

Regular Project*

Copy some

opportunity

info to project

Move

assignments

from opportunity

plan to project

plan

Indirect cost

to win the

project

Direct cost to

execute project

BEFORE:

* Approved for Use in Processing Controlled by Accounting

Promo Project*

Vantagepoint Project Lifecycle: Really Simple

Project Pursuit

StartsProject is Won

(or Lost)

Project

Completed

Project Pursuit

StartsProject is Won

(or Lost)

Project

Completed

Indirect cost

to win the

project

Direct cost to

execute project

Promo Project*

with Plan

Stage Step =

In PursuitStage Step =

Won

No Stage

BEFORE:

Regular Project* with Stages and Plan

* Approved for Use in Processing Controlled by Accounting

Combining Projects and Opportunities» Apply template for project

structure after awarded

» Security based on stage

» Security based on charge type

» Workflows based on stage

» Approved for use in

processing checkbox still

controls accounting processing

Take a deep breath. Everything is going to be OK. Actually, it’s going to turn out

better than OK. You’ll see.

One Project Thru Entire Project LifecycleEasily identify the

difference between

projects that are in pursuit

and projects that have

been awarded.

Must own CRM or RP to have stages

One Project Thru Entire Project Lifecycle

Seamless flow from

Pursuit to Award

Tighter Connection: Regular and Promotional

Project Pursuit

StartsProject is Won

(or Lost)

Project

Completed

Project Pursuit

StartsProject is Won

(or Lost)

Project

Completed

Indirect cost

to win the

project

Direct cost to

execute project

Promo Project*

with Plan

Stage Step =

In PursuitStage Step =

Won

No Stage

Regular Project* with Stages and Plan

* Approved for Use in Processing Controlled by Accounting

Tighter Connection: Regular and Promotional

Choose stage and

whether to track

pursuit costs during

project creation

Tighter Connection: Regular and Promotional

Copy projects or

templates to simplify

creation. Create

both structures at

one time.

Tighter Connection: Regular and Promotional

Easily Navigate Between

Regular & Linked

Promotional Projects

Tighter Connection: Regular and Promotional

Dashboard: View

the total cost of the

project. (Regular +

Linked Promotional)

Mobile CRM

View, update and create

projects in mobile CRM

Who is impacted?» EVERYONE upgrading to Vantagepoint 2.0 and beyond

» Projects hub only in browser

» All applications for managing a project are in the projects hub

» ALL CRM or Resource Planning customers

» Convergence of projects and opportunities

» DPS customers

» If you don’t own CRM or RP you won’t have as many changes

» Some changes are minor, like moving dashboard, plan and invoices to menu items

» Some areas are new to the browser but functionality is basically the same, like project budget

How will you benefit from the enhancements to the project lifecycle?» In pursuit projects (opportunities) can now have structure

» Create and view projects in Mobile CRM

» Eliminate duplicate data (project, plan and opportunity)

» Enter estimate, plan, budget and contract amounts any time

» Log time and expense against projects that are in pursuit if accounting enables

» Pipeline reports include in pursuit and awarded projects

» Total cost of project (regular + linked promotional) available on dashboard

» Seamless transition from pursuit to award (including plan)

» Simplifies administration - no more duplicate user defined fields, no more

mapping fields, no more duplicate workflow, etc.

» Flexible security & workflow based on stage and charge type

Common Concerns» Project numbering and auto-numbering

» Security and workflow

» Approve for use in processing

» Promotional projects

» Multiple opportunities for a project

» Upgrade (covered after demo)

Projects Hub Walk Thru

Project Selection

© Deltek, Inc. All Rights Reserved. 24

» Search

» Predefined Search

» Saved Search

» New Search (Advanced Search)

» Quick Find

» Project selected for all areas

Dashboard

© Deltek, Inc. All Rights Reserved. 25

Dashboard with

visibility into

project status

Project Review

© Deltek, Inc. All Rights Reserved. 26

Analyze contract,

budget and plan

and understand

project financial

status

Project

© Deltek, Inc. All Rights Reserved. 27

Clean and easy to

read, collapsible

sections

Estimate

© Deltek, Inc. All Rights Reserved. 28

Quick Estimate for

Original or Additional

Scope

Contract Management

© Deltek, Inc. All Rights Reserved. 29

Manage contract and

compensation fields in

the same place

Plan

© Deltek, Inc. All Rights Reserved. 30

Project and Plan

together at last

Budget

© Deltek, Inc. All Rights Reserved. 31

Project and Budget

together at last

Billing Terms

© Deltek, Inc. All Rights Reserved. 32

Billing Terms with

the project,

simplifies project

creation and

management

Invoices

© Deltek, Inc. All Rights Reserved. 33

Review past

invoices while in

the context of the

project

Draft Invoice Approvals

© Deltek, Inc. All Rights Reserved. 34

Approve draft

invoices while in the

context of the

project

PIM

© Deltek, Inc. All Rights Reserved. 35

Quickly find project

related documents

and email

Project Structure and Navigation

© Deltek, Inc. All Rights Reserved. 36

Drag to undock,

move and leave

open

Easily navigate through

project structure and

between the Regular

Project and its linked

Promotional Project

Billing Groups and Navigation

© Deltek, Inc. All Rights Reserved. 37

Easily navigate

between projects

within a billing group

Drag to undock,

move and leave

open

Summary Pane

© Deltek, Inc. All Rights Reserved. 38

» Most areas have a collapsible

summary pane

» Viewable across tabs on an area

Key project

information

List view

© Deltek, Inc. All Rights Reserved. 39

View and update

multiple records at

one time. Filter within

the results to further

limit the list.

Getting Ready

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

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. 42

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

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 43

» 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

Q&A