Costpoint 7 Extensibility: Your Bridge to the Rest of the World

Transcription

1 Costpoint 7 Extensibility: Your Bridge to the Rest of the World

2 Louis Delouiser Solutions Architect Principal Consultant January 29, 2014

3 Agenda About Neo Systems Introduction Business Challenges Extensibility what is it and how can it help? Demonstration Resources Q&A 3

4 About NeoSystems Corp Growth History Founded in 2000 Partnered with Deltek 2003 ~125 Employees Inc.5000 Honoree for last 4 Years 450 Firms & 27,500 Employees Hosted in our Secure, Private Cloud or Amazon Web Services Offices in Tysons Corner VA, Huntsville AL & San Diego, CA

5 Software that Helps You Grow ERP Systems Deltek GCS Premier or Costpoint Deltek Time & Expense & ESS IBM-Cognos 8/10 or Impromptu 7.4 Enterprise Planner or TM-1 Web-based Dashboards for Deltek Document Management for AP Policy & Procedure Manager & Hot-line Reporting

6 Consulting Services Integrations and extensibility for Deltek Costpoint 7 Costpoint 6 upgrades to Costpoint 7 Design security guidelines for SOX compliance Walkthrough of new functionality and screen displays Implementations of new Costpoint environments Manufacturing (MES) Support

7 Hosting: Dedicated Infrastructure & Support Dual Data Centers with Multiple Backup Systems Unique, NOT Shared, Test & Production Environments Short-term hosting of test environments Latest hardware and software for Costpoint 7 SSAE-16 - SOC 1 & SOC 2, PCI-DSS, MA-201 and ITAR Compliant environment Choice between Oracle or SQL Databases Secure, Private Cloud or AWS Help Desk Support

8 IBM Cognos & TM1 Support Financial Planning and Analysis Services Business Analytics with Enterprise Planner or TM-1 IBM Cognos Business Intelligence Custom Reports, Invoices & Supporting Documents Advanced Analytics with SPSS Predictive Analytics Incurred Cost Submissions (ICS Model) Earned Value Management Services Project Basis

9 Poll Question 9

10 Presentation Outline Business Challenges Solutions using Extensibilities to Business Problems Costpoint Tools Extensibilities Limitations Future Extensibility Opportunities Developer Requirements Overview of the Extensibility Designer

11 Business Challenges Need to connect Costpoint to another application? Searching in Costpoint to find the right employee out of 10,000? Do you have customizations in Costpoint and wondering how to upgrade to Costpoint 7? Looking to have your Costpoint your way? With Costpoint 7 and Extensibility, we can now solve some of your business challenges. Whether you need to share data from Costpoint with another application or you need to assign the right employees to your projects extensibility can help. Extensibility extends Costpoint to better meet your needs.

12 Example Extensibilities Solutions to Business Problems Select just your projects Assign employees to workforce using Project Labor Categories (PLCs) Utilize new employee types, such a material handler If you have a policy on project numbers, now the rule can be enforced before the project is saved and created. If you integrate with another system that requires an additional field, now you can have that field available in Costpoint, so that all the data entered and accessed in one location If you have an special employee type, now you can filter on that to quickly and accurate select the people you need.

13 Costpoint Tools

14 Extensibility Options & Limitations Options Costpoint reports can be changed to meet your business needs Additional data elements can be added to Costpoint Screens Additional functionality can be added before a Costpoint Method executes Edits, Defaults, and Business Rules Additional functionality can be added after a Costpoint Method executes Updates, Inserts and Deletes s can be added to communicate status to Costpoint users Limitations Core Costpoint functionality cannot be changed. The hot fixes are applied to Core Costpoint methods New methods cannot be added to Costpoint with 7.0.1

15 Future Extensibility Opportunities Add New Processes and Methods Custom screens Maintain crosswalk source to target data for integrations Maintain external schedules for integrations Manage integrations failures, re-starts, and notification New processes Change Costpoint Core Methods Deltek hotfixes will not correct extensibility Costpoint Core Changes New Data imports Communication with SaaS systems

16 Developer Requirements Costpoint Security, Actions, and Methods Costpoint Database Objects and Relationships Stored Procedure Development Java Class Development Access to the Costpoint Web Application Server Tools are located on this server Eclipse for Java Classes and BIRT Report work Costpoint Database Wizard for Deployment

17 Overview of the Extensibility Designer Creation of Extensibility Projects and Extensions Query for Costpoint Methods Actions Reports RS Record sets Screen Manipulation Creation and Reference of Extensibility Tables Creating HTML and Scripts Packaging Extensibilities Deploy Extensibilities Eclipse for BIRT

18 Example Increasing Costpoint Functionality Challenge: Purchase Order Revisions Purchase Order Version Control Overwriting previous entries allowed All Costpoint users have this issue in the Purchasing module This affects buyers, planners, vendors

19 Example Increasing Costpoint Functionality PO changes can be saved without creation of Change Order

20 Example Increasing Costpoint Functionality Solution: Create Costpoint Extensibility Extend Purchase Order Screen Add Extensibility to validate changes to original Purchase Orders on SAVE. Alert users that a CHANGE ORDER must be created for any PO updates.

21 Example Increasing Costpoint Functionality Solution: Purchase Order Screen Extended

22 Example Increasing Costpoint Functionality Solution Benefits No sustainable costs for extensibility Saves $$$ by ensuring approved versions are not altered Saves time monitoring version control daily Ensures vendors receive the latest versions

23 Benefits of Extensibility Extensions can be isolated and/or managed by roles, users, companies, etc. Extensions can add fields, processes, validations, notifications, and execute thirdparty tools Extensibilities are not overwritten during Costpoint hot-fixing routines. No sustainable costs for building Costpoint extensibilities

24 Demonstration of Extensibilities The standard functionality of Costpoint Select only your projects Change query to speed up selection of employees Adding new data element to screen and change query to limit the search rows for material handler The extended functionality of Costpoint

25 Summary Extensibilities can solve business problems With Costpoint 7.0.1, there are many extensibility options and some limitations With future versions of Costpoint, new and exciting opportunities for extensibilities become possible One Stop Workspace Portal Developer Requirements Extensibility Designer overview Extensibility Demonstrations

26 Neo Systems Depth Extensibilities in Costpoint GL, AP, AR, HR, PJ and Material modules Extensibility integrations with Oracle Peoplesoft, Taleo, SAP, SharePoint, Epicor, MS Dynamics, other custom solutions. 5 Consultants with 7+ years creating extensibilities and CP integrations (15+ general integrations)

27 Poll Question 27

28 Resources & Reference Info Neo Systems Blog: 28

29 29

30 Extensibility Designer Reference

31 Eclipse BIRT Designer Reference

32 Contacts Russell Waldman Director of Sales Louis Delouiser Solutions Architect, Principal Consultant