After you install and configure Costpoint Analytics, you have a number of options for making the analytics available to those who will use them. The following are some possibilities:
Provide each user with the link to the Costpoint Analytics site: http://<server name>/QlikView. From there, they can open any of the analytics to which you have given them access. You can email the link to them, or you can push it to their local computers as a browser bookmark.
Copy the Costpoint Analytics link that the installation creates on the Start menu of the server (Start » All Programs » Deltek Analytics » Costpoint Analytics) to the users’ Windows desktops.
The configuration applications and other Costpoint Analytics administrative tools are always run locally on the Costpoint Analytics server, either through direct access to the server or using a Windows Remote Desktop Connection.
To avoid a variety of problems that can occur due to browser internet/intranet security, all Costpoint Analytics users, regardless of how they access the product, should add the Costpoint Analytics server (http://<server name>) to their list of trusted sites on the Security tab of the Internet Options dialog box in Microsoft Internet Explorer.
You can embed any Costpoint Analytics charts and tables into your SharePoint portals or applications. If your firm uses SharePoint as a center for collaboration, you can locate key Deltek analytics side by side with related information to enhance that collaboration.
The embedded analytics respond dynamically as you interact with them in SharePoint, just as they do when you access them in Costpoint Analytics. When you select data in an embedded chart or table, other embedded charts or tables that are connected to the same set of analytics are updated automatically to reflect your selection.
Though there is no additional cost, SharePoint integration requires a special license key. If you are interested in this feature, please contact Deltek and request the necessary key.
For more information on this feature, use the following link to download QlikView Web Parts: http://community.qlikview.com/docs/DOC-1792.
If you update Project Status Report tables in Costpoint for prior periods for projects for which contract values or funded values have changed in later periods, the actual contract or funded values for the prior periods are overwritten with the current values. As a result, historical risk data will not be correct for those periods in Costpoint Analytics for risk reasons that compare revenue or billing amounts to contract or funded values.
If you do not open any .QVW files on the server using QlikView Desktop for 30 days, your leased server license expires. The next time you try to open a .QVW file, you receive a message indicating that you are using a Personal Edition of QlikView. If that happens, you need to cancel the message and lease a license again using the procedure below.
To lease a QlikView license from the server, complete the following steps:
If the message indicating that you are using a Personal Edition of QlikView is displayed, cancel the message.
Run QlikView Desktop.
Click Open in Server on the File menu.
In the list at the bottom of the Connect to Server dialog box, select any .QVW file.
Click Open.
This leases a license from the server so you can again open .QVW files on the server using QlikView Desktop.
In addition to this online help, the following Deltek documentation is available for download from the Deltek Customer Care Connect site:
|
Document Name |
Description |
|
Deltek Capture Analytics Installation Guide |
This guide contains the instructions for installing Capture Analytics as a standalone application. |
|
Deltek Costpoint Analytics and Deltek Capture Analytics Installation Guide |
This guide contains the instructions for installing both Costpoint Analytics and Capture Analytics. |
|
Deltek Costpoint Analytics Administration Guide |
This guide describes how to configure Costpoint Analytics, how to set up security, and how to load data. |
|
Deltek Capture Analytics Administration Guide |
This guide describes how to configure Capture Analytics, how to set up security, and how to load data. |
For the Costpoint Analytics system administrator, additional documentation is available on QlikView®, QlikView Server, QlikView Publisher, the QlikView automation interface, and the QlikView API. That documentation is located in C:\ProgramData\QlikTech\QlikView Documentation and in C:\ProgramData\QlikTech\QlikView Server Documentation on the Costpoint Analytics server.
The Costpoint Analytics help opens in a separate browser window. If a pop-up blocker is active on a user’s computer, the help window may not open. We recommend that all users who use pop-up blockers change the settings for the pop-up blocker to allow pop-ups from the Costpoint Analytics server.
In addition to its analytic function, Costpoint Analytics can also help you "clean up" your Costpoint data.
The data you load into the data models from Costpoint could include records with key fields that contain no value. If a filter list exists for a key field and the data includes one or more records with no value for that field, ~No Value~ appears as one of the filter values. You can then select that filter value to focus the analytics on those records and, if appropriate, go to Costpoint to enter the missing data.
In the illustration below, one or more projects exist that have no project manager assigned, so the ~No Value~ filter option is available in the Project Manager filter list.