Post on 16-Apr-2017
Costpoint 7 –The User Experience
Anita Knowles, Senior Product Manager, DeltekDmitri Tyles, Senior Director of Development, DeltekGC-322
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User LoginUser NavigationGlobal Menu and ToolbarsApplication Features
Find/Query Printer and Page Setup
Session Agenda
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Understand how to log into Costpoint 7Be able to navigate the new menu structureKnowledgeable of the global menu and toolbarsUnderstand how to personalize experienceUnderstand application features
Key Takeaways
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User Login
Web browser-based application
Combination of Costpoint Application URL and the System field represent a distinct Costpoint 7 instance.
Initial login need Username, Password, and System. Select “Remember log in information” checkbox and your user name, system, Application, Company, & Validation Frequency will be retained when you return.
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When logging in, you will see the main domains
Menu Navigation
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With menu expanded, you can see activity areas and selected application
Menu Navigation
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Drag picture to placeholder or click icon to add
Breadcrumb trail indicates where you are within Costpoint
Click anywhere on the breadcrumb trail and the menu will be displayed with the navigation path of the most recent application highlighted
Opening an Application
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Use search capabilities to find applications
Can search by application name, part of name or exe
Menu Navigation
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Drag picture to placeholder or click icon to add
Global Menu – always available and provides quick access to frequently used features
Global Toolbar – always available, can configure display and content
Navigation Toolbar – provides easy navigation and includes breadcrumb trail
Application Toolbar – displays in every application
Global Menu and Toolbars
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Global Toolbar
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Drag picture to placeholder or click icon to add
The window in the upper left corner shows number or windows open
Open that window to see a list of open applications
Opening Additional Applications
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Drag picture to placeholder or click icon to add
Ability to configure toolbar to add/remove labels
Ability to add/remove global icons
User ProfileCustomizing the Global Toolbar
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Change column orderSave page setup optionsSave printer setup options
User ProfileChanging Application Layout
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Select applications for ‘My Menu’
Organize menu by grouping applications together
User ProfileCustomizing ‘My Menu’
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Can Add Custom Hierarchy to Group Like Applications Together Expanded Custom Hierarchy
User ProfileCustomizing ‘My Menu’
‘My Menu’ can be opened via link to add/remove custom headers and applications
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Drag picture to placeholder or click icon to add
Find and Query combined into single window
Results can be sorted
Both can be saved by user and accessed via Query button
Application FeaturesFind and Query
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When a query/find results in multiple records, returned in a table view but can be changed to form view
When in table view, can sort, find/replace values, lock columns to accommodate fencing
Can work on multiple transactions within result set
Application FeaturesTable vs. Form View
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Can view detail or child results sets in form or table view
Multiple tabs associated with form view
Application FeatureChild Result Sets
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Represented by links
Will contain application toolbar specific to subtask
Application FeatureSubtasks
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Field lookup designated by blue bar at end of each field; mouse over to activate
Can enter a partial value to activate lookup
Calendars have been added to date fields to assist in date picking
Required fields are indicated with a red asterisk
Un-editable fields are shaded in grey
Application FeaturesField Level Features
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Page Setup Printer Options
Page Setup and Printing Options
Can add logosChange fonts Multiple delivery options
Costpoint 7.0.1
User Interface Enhancements
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Support the following browsers: IE8 and IE9 Chrome Firefox Safari
For non-IE browsers we plan to support any version released in 2012 and forwardAdded support for tablets with specific emphasis on iPad
Optimized screen layout for iPad resolution Added new “auto-positioning” mode to ease with navigation Enabled specific “touch” behavior – e.g. scrolling the table by touch/swipe
events instead of using scroll bar (scroll bar is still available as well)Support for smart-phones with emphasis on iPhone
Likely will have a functioning solution by 7.0.1 Any application can be opened and used on iPhone Purpose build applications are being developed for Time & Expense
Multi-browser and Tablet Supportin Costpoint 7.0.1
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Multi-browser and Tablet Supportin Costpoint 7.0.1
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Multi-browser and Tablet Supportin Costpoint 7.0.1
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iPhone Support in Costpoint 7.0.1
Thank You!