Deltek Insight 2012: User Defined Info Centers in the Real World

User Defined Info Centers in the Real World

Teresa Nelson, Product Manager, DeltekPS-49

2 ©2012 Deltek, Inc. All Rights Reserved

What are User Defined Info Centers (UDICs)?

Real World Examples Applicants Master Service Agreements (MSAs) Assets Offline Storage

Creating a New Info Center

Supported Functionality

Agenda

What are User Defined Info Centers (UDICs)?

Are custom info centers built for your unique needs without custom coding.

Appear to be standard info centers to the typical user.

Enable you to extend Vision rather than creating separate systems.

Are configured just like other info centers.

User Defined Info Centers (UDICs)…

Real World Examples


Applicants Info Center

Track new applicants and their status.

Use activities to record communication and to schedule interviews.

Attach resume to the Files tab.Use workflow to facilitate an approval process, notify key personnel of status changes, and to create an employee record.

Use reports and the dashboard to keep track of your hiring efforts.


Master Service Agreements (MSAs)

Track the entire MSA process from pursuit to use of awarded MSAs.

Track how you are marketing active MSAs via activities and opportunities.

Attach proposals and contracts as files.

Use workflow to ensure you are not missing out on opportunities and you are using the entire amount within the time period.


Assets

Simple Fixed Asset info center to track your assets.

Use workflow to:Create a purchasing approval process.Calculate and record monthly depreciation.

Review active assets by type or newly acquired assets using reports.


Offsite Storage

Track items in storage for your clients, their exact location, how long you must store them and when you can purge.

Track who has checked out an item.

Use workflow to notify you when an item can be purged.



1. Carefully plan what you will create.

a. What information do you really need to track?

b. What will people actually populate?

c. Who will use it and how?

d. How will you roll it out?

2. Create the info center (including tabs, fields, and grids).

3. Design the info center in the Screen Designer.

4. Create saved searches, options, and report favorites.

5. Create workflows.

6. Set access in Security Roles.

7. Create help documentation and enter the URL.

8. Train and roll out.

Steps to Create a New Info Center



UDICs are created in the same location as user-defined tabs, fields, and grids.


New field types: Name (Maximum 3) Record ID (Number) Links to other UDICs

New grid types: Activities Files

Configuring the Info Center


User Defined Field Properties

Include in Search By? Which fields should be searched?

Include in Search Results? Which fields should be included in the search results in the lookup dialog?


Designing the Info Center

The standard Screen Designer is used to design UDICs.

Supported Functionality


Workflow

Auditing

Auto-numbering

Reports: List, Summary, and Audit

Activities

Dashboard

What’s Supported?


Merge Templates and Custom Proposals

Analysis Cubes

Integrated Help

What’s Not Supported (yet)?

Conclusion


Creating a UDIC is simple and inexpensive.

You can easily customize Vision to fit your company’s unique business.

Centralize your data with UDICs to streamline your processes and data entry.

Conclusion


Start planning your user defined info center!

Call to Action

Thank You!

Appendix

Screenshots of Examples


ApplicantsGeneral Information


ApplicantsEducation and Employment History


ApplicantsActivity Tab


ApplicantsFiles Tab


MSAs


Assets


Offsite Storage

Technology

Deltek Insight 2012: User Defined Info Centers in the Real World