Employee User-Defined Fields (Employee Analytics)

Purpose

Costpoint Analytics is designed so that individual firms can modify or enhance the standard analytics that Deltek provides. One way to do that is to add Costpoint user-defined fields (UDEFs) to the analytics as filter options, display options, or table columns.

The first step in adding employee-related user-defined fields to Costpoint Analytics is to select those fields in Employee User Defined Fields in Costpoint Analytics – Employee Configuration. You can select up to 15 fields. When you run the data load process, the process adds those fields to the Costpoint Analytics data model so that they are available to you as you implement your modifications.

The fields you select in Employee User Defined Fields apply only to the detailed Labor Utilization Analytics in Costpoint Analytics – Employee.

Project and Capture Analytics

The fields you select in Employee User-Defined Fields apply only to the analytics in Costpoint Analytics – Employee.

In Costpoint Analytics – Project Configuration and Capture Analytics Configuration (if your firm has Capture Analytics), you can select other sets of user-defined fields that apply to those analytics.

If you compare data in Capture Analytics to data in the Costpoint-based analytics, keep in mind that the Capture Analytics UDEF values come from the GovWin Capture Management database, not from Costpoint. As a result, unless your firm keeps IDs and names in Costpoint and GovWin Capture Management in sync, the UDEF values (employee IDs, for example) may not match the corresponding values in Costpoint.

Using User-Defined Fields

For information on adding user-defined fields to the analytics once they are in the data model, refer to the Deltek Costpoint Analytics and Deltek Capture Analytics Designer Guide. That guide is available for downloading in .PDF format from the Product Downloads page of the Deltek Customer Care Connect site.

If You Remove a UDEF

If you remove a UDEF from the list in Employee User Defined Fields or replace a UDEF with another one, the UDEF you removed from the list is not removed from the data model.

Initial Configuration

You can configure and begin using Costpoint Analytics without selecting any user-defined fields. Costpoint Analytics implementation, select UDEFs as part of the configuration process.

To select project UDEFs for the Costpoint Analytics – Employee data model, complete the following steps:

  1. Click UDEF1 under Employee User Defined Fields to display the list of available fields

  2. Click the field that you want to add to the Costpoint Analytics – Employee data model.

  3. To select other UDEFs that you want to add to the data model, repeat steps 1 and 2 for other rows under Employee User Defined Fields.

Ongoing Administration

You can add user-defined fields at any time, but they are never required.

If you select a UDEF and then decide that you no longer want it to be available, click the UDEF name (UDEF1, for example) and click Please select desired user-defined field to include in the list. (The list is sorted alphabetically, so you will have to scroll down to locate this option.)