| | | | | | | | | | | | | | | | | Deltek for Professional Services 1.1 Release Notes |
| | | | | | Last Updated: July 28, 2017 |
| | | | | Welcome to the Deltek for Professional Services 1.1 Release Notes, which describe the new features and enhancements introduced in this release. |
| | | | | | | | | | Contents of Release Notes
These release notes address all of the modules associated with DPS 1.1, some of which your firm may not use. Skip the sections that do not apply to your implementation of DPS.
Navigation Menu
The DPS desktop application does not support customizing the Navigation menu. Any navigation tree customizations that you made prior to DPS 1.1 to standard, system applications in the desktop application (for example, Void Check, Projects Hub, AP Payment Processing, and so on) will be removed. However, custom menu items (nodes) such as links to URLs or reports will remain in the same location in the desktop Navigation menu if the location exists. If the location no longer exists, the custom menu item displays under a More… menu item at the bottom of the Navigation pane.
VAT Registration Tab
If you use the vatlayer API system to validate European Union VAT numbers, the VAT API KEY field on the VAT Registrations tab in Utilities > Integrations is now required. This key is provided by vatlayer and configures the subscription license that is used by DPS to validate firm tax registration numbers with the vatlayer API system. If you used VAT Registration validation in Vision, you had an option to use an unsecure http link to the third party supplier (vatlayer). In DPS, you must use the secure connection of https. You will need to update your subscription with vatlayer. |
| | | | | | | | | | | | | | Accounting | Chart of Accounts Moved to the Browser
You now set up and maintain general ledger accounts in the (Deltek for Professional Services) DPS browser application rather than in the desktop application. To access the Accounts form, click Settings » Accounting in the Navigation pane.
You can view individual accounts in detail view or multiple accounts in list view, and add or edit accounts in either view. You can search for accounts by number or name, and you can create custom searches.
To add an account, click + New Accounts. To add an account by copying an existing account, select the account that you want to copy and click Other Actions » Copy on the Actions bar. To make changes to account information, select the account and click Edit on the Actions bar. In addition to basic account information, you can assign accounts to account groups and tables. (The settings forms for account groups and account group tables have not yet been moved. You still set those up in the desktop application.)
For the most part, other than the browser user interface, how you add and maintain accounts is no different than in version 1.0. However, note the following changes: The FAS Depreciation Account field is no longer available. The Select Account to Copy option for adding a new account has been removed. However, you can still add an account by copying any existing account. Select the account you want to copy in either detail view or list view and click Other Actions » Copy on the Actions bar.
| Accounting Navigation Pane
For easier accessibility, the Accounting menu was organized into the following three groups on the Navigation pane in the desktop application:
Cash Management Employee Payment Processing Credit Card Reconciliation
Accounting
Gains/Losses and Revaluations
General Ledger | Multi-select Lookups
The lookups in Billing and Cost Rate Tables in Settings » Rate Tables include checkboxes that allow you to select one or more records (employees, vendors, consultants, labor categories, etc.) at the same time. For example, you can select multiple employees and their labor rate information to add to a billing or cost labor rate table at one time. These lookups also include a Select All option to select all records at once. After you select one or more records, the records are added to the respective grid and the standard filter functionality applies. | CRM | Maconomy Integration
For clients using CRM and CRM Plus, the Utilities module includes the ability to add user defined fields and workflow in order to integrate with the Maconomy application. Your administrator configures the integration in Maconomy after the fields and workflow are added to DPS. | General | Login Screen
Because DPS 1.1 only supports English, the DPS login screen no longer includes an option for language selection. | Actions Bar
Throughout the DPS browser application, the Actions menu was changed to an Actions bar. This allows for very important actions to be available directly on the bar, while less frequently used actions will be accessible from an Other Actions menu. The Actions bar is dynamic and includes options that apply to each area of the application. For example, in the Contacts hub, the Edit and Add Touchpoint options are available directly on the Actions bar, while the Copy and Delete options are available from the Other Actions menu. | Additional Data Import and API Options in the Browser
In the DPS 1.0 browser application, depending on your activated modules, you could import some or all of the following: contacts, opportunities, employees, values for drop-down lists, firms and addresses. Version 1.1 offers the new import options listed below, primarily to support the Resource Planning module and/or the CRM module when the Accounting module is not activated. Corresponding DPS APIs are available also. If Accounting is activated, most of these imports are not available in the browser application. Employee Skills: Employee skills, skill levels, and amount of experience using a skill (skill usage). Employee Education: Information about employees' academic and professional education and training. Employee Credentials: Licenses, accreditations, and other professional credentials for employees. Employee Citizenship: Employees' citizenship status. Generic Resources: General categories of human resources (for example, Senior Electrical Engineer, Senior Consultant or Designer) to use as placeholders in project planning and resource management until specific employees can be assigned to a project or opportunity. Project Assignments: Resource planning assignments for employees and projects. ProjectPlanRPNonAcct: Work breakdown structure (WBS) for projects for which you want to enter project plans, project manager, start/end dates, client name and number, and so on. Historical Expenses: Actual historical expense, consultant, and unit amounts (both cost amounts and billing amounts) charged to projects to provide comparisons of planned to actual amounts in Resource Planning. Historical Labor: Actual historical work hours, cost amounts, and billing amounts charged to projects to provide comparisons of planned to actual hours and amounts, and to calculate JTD and estimate-at-completion (EAC) values in Resource Planning. Historical Overhead: Actual overhead amounts for projects to bring into Resource Planning the overhead associated with imported historical labor. Organizations: Organization units that make up your organizational structure.
In addition, the Firms and Firm Addresses imports in 1.0 are combined into a single Firms import process in 1.1.
If you are upgrading to DPS 1.1 from Deltek Resource Planning, you may already be familiar with an earlier version of these imports or APIs. However, note the following changes: If you use multiple currencies in DPS, the ProjectPlanRPNonAcct import requires that the import record for the top-level WBS element for a new project contains a project currency and a billing currency that are mapped to the DPS Project Currency and Billing Currency fields. This enables other import processes to import of amounts in multiple currencies for your projects. When you import a WBS element using the ProjectPlanRPNonAcct import, you are no longer required to include the Parent ID of the higher-level element above it in the WBS hierarchy. The import process now determines the parent of each imported WBS element based on the element's ID and the WBS Level Delimiter. The Generic Staff import in Deltek Resource Planning is now called the Generic Resources import. The Historical Hours import is now called the Historical Labor import in DPS. This import now includes the ability to import regular, overtime, and special overtime cost amounts and billing amounts, along with the regular and overtime hours. In addition to actual labor data, you can now also import actual expense, consultant, and unit transaction amounts using the Historical Expenses import and import overhead amounts associated with project labor using the Historical Overhead import.
| Hubs >> Employees |
Employees Hub Removed from the Desktop Application
The contents of the Employees hub in the desktop application were moved to the Employees hub in the browser application. When you click the Employees hub in the Navigation menu in the desktop application, it now opens the Employees hub in the browser application.
Some tabs from the desktop application have been revised as follows:
Combined Tabs The contents of the Time tab and Expense tab are now on the Time & Expense tab. The contents of the CRM Info tab and the Projects tab are now on the Experience tab.
Renamed Tab The Personal tab was renamed to Personal and Contact Details.
New Tab The Employment Details tab is a new tab that contains information such as the employee’s labor category, target ratio, utilization target, and hire, raise, and termination dates that were previously located on other Employees hub tabs.
Removed Tabs The General tab from the desktop application was removed. Its contents were added to the Employee Summary pane and the Overview tab in the browser application. The Associations tab from the desktop application was removed. The Firms & Contacts tab, already in the browser application, contained the same information. The Resumes tab from the desktop application was removed. Its contents were already in the browser application on the Professional tab. The separate Files tab and Links tab from desktop were removed. The contents of those tabs were already on the Files & Links tab or the Links tab in the browser application.
Accounting Tab The Banking Information section now displays only the fields for the payment method that you select in the section.
Actions Bar Associate with New Company was added to the Other Actions menu list in the Actions bar. This allows you to associate an employee with a new company.
Employee Review The Employee Review form that was accessible from the toolbar of the Employee form in the desktop application is now only accessible in Human Resources » Employee Review in the Navigation menu of the desktop application.
Employee Type Labels
In an effort to provide a more accurate description, the Employee Type field label was changed to Labor Posting throughout all areas of the DPS application.
| Hubs >> Projects | Activities Grid
The Notes column in the Activities grids now includes icons that indicate if notes are entered. When a note is entered and saved, a  displays. If no note is entered, a  displays instead. Click on either icon to open the Notes dialog and enter details. | Hubs >> Units | Units Menu Item
Units has been moved from the Hubs menu in the desktop application to the Settings menu in the desktop application.
| My Preferences | Startup Tab
The My Preferences dialog box includes a Startup tab that allows you to specify what you see each time that you log in to DPS— the Welcome page, the last application that was in use, or a specific application.
| My Stuff >> Dashboard | Dashboard Designer
Reorder Dashboards
Dashboard tabs that appear for users in My Stuff » Dashboards can be reordered in the new list view of the Dashboard Designer form.
The list view enables the display order of dashboards to be rearranged by dragging dashboards up or down the list view grid.
Actions Bar
The Actions drop-down is now replaced with the Actions bar. The new Actions bar displays clickable buttons for each option that was previously found in the Actions drop-down menu.
Add/Update Dashpart Dialog Box
Here are the changes made to the Add/Update Dashpart dialog box: The old Save As check box in the Update Dashpart dialog box is now a button. The Quick Find field was added to the Available Columns and Selected Columns fields. Enter a value in the Quick Find field and the list of options in the Available Columns or Selected Columns fields is filtered based on the entered value. The Always Rebuild Report
option was added. The new option displays when you create or update a table dashpart that uses the favorite report dashpart base. When the option is selected, the favorite report table dashpart automatically refreshes the displayed report every time a dashboard with the dashpart is viewed. New columns for opportunities and project table dashpart bases were added to the Available Columns field. The columns based on totals from the Promo Project were added for the opportunities table dashpart base. JTD, EAC and ETC amount related columns were added to the project table dashpart base.
Info Bubbles
Project and Opportunities table dashparts now support info bubbles for applicable column data.
Info bubbles contain additional information about the data in the grid and includes a link that you can click to display the relevant hub record in another window. Appropriate access rights are needed to access the hub record.
Favorite Reports System Dashpart
The favorite reports system dashpart now supports custom search filtering.
Table Dashparts
Favorite Reports
A new icon now represents the favorite reports table dashpart in the Dashparts list on the Dashboard Designer form and the new Always Rebuild Report option was added to the Add/Update Dashpart dialog box. The new option displays when you create or update a table dashpart that uses the favorite report dashpart base. When the option is selected, the favorite report table dashpart automatically refreshes the displayed report every time the dashboard with the dashpart it viewed.
Project
The following columns are now available in the Add/Update Dashpart dialog box for the project dashpart base:
JTD Dir. Consultant Amount Billing JTD Dir. Consultant Amount Cost JTD Expense Amount Billing JTD Other Exp. Amount Billing JTD Other Exp. Amount Cost JTD Overtime Labor Amount Billing JTD Overtime Labor Amount Cost JTD Regular Labor Amount Billing JTD Regular Labor Amount Cost JTD Reimbursable Consultant Amount Billing JTD Reimbursable Consultant Amount Cost JTD Reimbursable Amount Billing JTD Reimbursable Amount Cost JTD Secondary Ovt. Labor Amount Cost EAC Dir. Consultant Amount Billing EAC Dir. Consultant Amount Cost EAC Direct Amount Billing EAC Expense Amount Billing EAC Indirect Amount Billing EAC Other Exp. Amount Billing EAC Other Exp. Amount Cost EAC Reimb. Consultant Amount Billing EAC Reimb. Consultant Amount Cost EAC Reimbursable Amount Billing EAC Reimbursable Amount Cost ETC Dir. Consultant Amount Billing ETC Dir. Consultant Amount Cost ETC Direct Amount Billing ETC Expense Amount Billing ETC Indirect Amount Billing ETC Other Exp. Amount Billing ETC Other Exp. Amount Cost ETC Reimb. Consultant Amount Billing ETC Reimb. Consultant Amount Cost
ETC Reimbursable Amount Billing ETC Reimbursable Amount Cost
Opportunities
The following columns are now available in the Add/Update Dashpart dialog box for the opportunities dashpart base: Promo Project JTD Labor Cost Promo Project JTD Actual Cost Promo Project JTD Direct Expense Promo Project JTD Other Expense
Predefined Dashparts and Dashboards Access restrictions based on activated applications are now applied to predefined dashparts and dashboards.
Dashboards Info Bubbles
Project and Opportunities table dashparts in dashboards now support info bubbles for applicable column data.
Info bubbles contain additional information about the data in the grid and includes a link that you can click to display the relevant hub record in another window. Appropriate access rights are needed to access the hub record. | My Stuff >> Timesheet | Calendar Timesheets
The icons that were used for displaying recent projects and assignments were changed and are now labelled Recent and Assignments instead. Moreover, the current timesheet period is now displayed above the Recent and Assignment options.
The content of the message dialog box that displays when performing timesheet related tasks was also improved.
Info bubbles were updated and displays above calendar entries at all times. | Updated Colors for Calendar Entries
Calendar entries now use this color scheme:
Purple for first shared calendar
| Planning |
DPS Supports Implementation of Resource Planning Without Accounting
With version 1.1, DPS now supports the activation and implementation of the Resource Planning module without also activating the Accounting module. This feature is designed for companies that use other products, such as Deltek Costpoint, for project management, billing, general accounting, and related functions but want to take advantage of the powerful project planning and resource management tools that the DPS Resource Planning module offers. A number of the enhancements described elsewhere in this document were added specifically to support this configuration.
Companies that choose this path have the full suite of DPS planning and resource management functionality, with other DPS applications scaled back to only provide the functionality needed to support your planning activities. The only hubs available are streamlined versions of the Employees hub and Projects hub, though with full use of the project planning capabilities of the Projects hub in Plan mode.
While you enter the planning data in DPS, most of the supporting data (project work breakdown structure, employee information, and so on) is imported into DPS from source applications in which you maintain it. You can load records into DPS by extracting them into .CSV files and then importing them using the DPS .CSV file import process or by using the API capabilities that DPS offers to more fully integrate your source applications with DPS.
Plan at More Than Three Levels
If the Resource Planning module is activated but the Accounting module is not, you can set up plans for projects and opportunities with up to 17 levels. The three primary planning applications, Plan mode in the Projects hub, and Project View and Resource View in Resource Management, now support that number of levels. (If the Accounting module is activated, you can only plan at the number of levels in your work breakdown structure, which has a maximum of three levels.)
To enter plans for projects, you must first use either the Project Information import process or the DPS API to establish the plan structure. You cannot enter or make changes to that structure in DPS. To enter plans for opportunities, use the Opportunity Plan Structure application in DPS to set up the plan structure.
The planning-related settings forms have been updated to handle the potential number of levels. On the Plan Settings form (Settings » Resource Planning » Plan Settings), you can select any of the available levels or pick Lowest Level as the default planning level for project expenses and consultants. On the Expenses or Consultants tab on the Plan Settings dialog box for a specific project in the Projects hub, you can select any of the available levels for that project or pick Lowest Level as the planning level. (You cannot currently plan expenses or consultants for opportunities.) | Hover to Display + to Add Assignments
To add an assignment to a plan in version 1.0, you had to click the row for which you wanted to add the assignment in order to reveal the + icon that you used to display the assignment dialog box. Users found this confusing and unintuitive. To make it more obvious how to proceed, the planning grids in the Projects hub and in Project View and Resource View now display the + icon when you hover over a row with the mouse pointer, assuming that the plan is checked out to you and the row is eligible to have assignments. As an alternative, you can click the options icon (three vertical dots) at the end of the row and select the new Add option on the menu | Improved Cost/Billing Defaulting in Projects Hub
In the Projects hub, you can use the Show options to switch between displaying billing amounts and cost amounts for projects for which you select the Cost and Billing budget type in the Plan Settings dialog box. In 1.0, this option always defaulted to Billing when you selected a different project, went to a different DPS application and then returned to the Projects hub, or logged out of DPS and then logged back in. This forced users who normally wanted to view cost amounts to reselect the Cost option frequently.
In 1.1, once you select one of the Show options that becomes your default setting until either you select the other option or you select a project for which your default option is not available. For example, if you select Cost in Show, that becomes your default setting until either you select Billing or you select a project for which only the Billing budget type is selected in the Plan Settings dialog box. | Enhanced Process for Adding Expenses and Consultants to Plans
Previously, you had to select expense types one by one in the Add Expense Type and Vendor dialog box to add them to a plan in the Projects hub. The following changes have been made to make that task easier:
When you click + in a work breakdown structure (WBS) row to add expenses to the plan, the Expense Type Lookup dialog box displays automatically. You can then select multiple expense types from the default list or enter search text first to filter the list.
When you click Select, all of the expense types you selected display in the Add Expense Type and Vendor dialog box.
When you click + Add Expense Type in the Add Expense Type and Vendor dialog box and click the lookup icon in Expense Type in the empty row, DPS likewise displays the lookup dialog box that enables you to select multiple expense types. (If you click the lookup icon in an Expense Type field that contains a value, DPS assumes that you want to change that expense type, so the lookup dig box only allows you to select one expense type.)
The same changes have also been made to the process of adding consultants to a project plan. | Labor Category List Modified for Cost Point Compatibility
When you add a labor category to the labor category list in DPS (Settings > Labels and Lists > Lists) or when you import values for that list, you specify the labor category description. You can also specify a category and code. Labor category is always a numeric, while the labor category code supports alphanumeric entries. DPS requires a unique category for labor categories. Costpoint users should enter their alphanumeric labor category values into the code column. All other DPS users can choose to enter a category, a code or both. When you save or import a new labor category, DPS does the following:
If you provide a category but not a code, DPS copies the category into the Code field.
If you provide a Code but not a category, DPS automatically generates a unique category for you. (You can change that generated category as long as it is not being used in the category column already.)
If you provide neither a category number nor a code, DPS generates the category number and enters that same number in the Code field.
If you provide both, your entries are used, as long as they do not match an existing category number or code. | Expanded Field Size for WBS IDs
If the Resource Planning module is activated but the Accounting module is not activated, you must first use the Project Information Import Utility or the DPS API to import projects into DPS. You can have up to 30-character IDs for the first three work breakdown structure levels (WBS1, WBS2, and WBS3), although keep in mind that the number of available characters for the WBS3 ID decreases if your project has additional lower levels.
| Improved Plan and Assignment Rescheduling
The Reschedule dialog box, which you use to change plan dates or assignment dates for plan rows and to indicate how you want the schedule change to affect the distribution of planned labor hours, has the following changes in version 1.1:
The dialog box displays automatically when you change the plan or assignment dates in the grid when there were no associated plan values. Previously, the dialog box did not display automatically, so users were not always aware of what their options were.
When you open the dialog box for a branch of the plan structure for which there are no planned values and you select the Change Duration option, DPS no longer displays the two planned hours distribution options because they do not apply.
The Distribute Evenly option in version 1.0 that displays when you select Change Duration has been renamed to Redistribute Hours Evenly on Changed Assignments to more clearly describe what it does. That option redistributes the affected planned labor hours and amounts evenly over the new date range. If you are rescheduling plan dates and a labor resource assignment for a rescheduled WBS element has a resource assignment with a start date earlier than the new plan start date or an end date later than the new plan end date, that assignment date is adjusted to match the plan start date or the plan end date, whichever applies.
A new Replace All Child Plan & Assignments Dates with New Parent Dates check box displays when you select Change Duration. By default, the Change Duration options will only change the dates on child rows if they match the original plan dates or will be outside the new plan dates. Select this check box to make all the child rows synchronize with the new plan dates and, optionally, to redistribute their hours and amounts. | Export Resource Planning Data
If the Resource Planning module is activated, you can export planning data for projects to a .CSV file using the option on the Exports form (Utilities > Imports & Exports> Exports). You can use this feature to extract planning data and then import it into another application, such as Deltek Costpoint Budgeting and Planning, to get forecast information without maintaining planning data in two locations. You can also use Excel or another spreadsheet application that supports .CSV files to filter, summarize, and format the exported data for reports or analysis.
Note that the exported values are from the assignment levels of the planning structure, the resource level for labor and the account/vendor level for expenses and consultants. There is no option to export values summarized at higher levels. Also, each export process extracts all planning records for the selected projects; no option exists to extract only new or changed records.
When you start the export process from the Exports form, you do the following on the Export Planning Data dialog box: Select the project or projects for which you want to export data. You can use any of the standard project searches and any saved custom searches. Indicate if you want to export labor planning data, expense and consultant planning data, or both. Regardless of the options you select, contract values associated with the plans are always included. If you export labor data, indicate if you want the labor planning values by day, week, or month. Select the individual fields you want to export for each type of data, and indicate if you want the export files to include column headings.
While the export process runs, you can work elsewhere in DPS. When the export is completed, a notification message displays at the top of the DPS page, and the Export form displays a list of the available export files. You can then download individual files to your computer.
Users who have the necessary access to view a given plan can export that plan. In addition, any field-level security is enforced. Users cannot select cost-related fields for export that they are not allowed to view.
Note that the export process is only available if FILESTREAM is enabled for your database.
An alternative to using the export utility described above is to use the Get function in the API included with DPS to extract project planning data. The labor planning values returned by the API are always by day. | Hubs for Standalone Resource Planning
If the Resource Planning module is activated but none of the other core modules (Accounting, CRM, CRM Plus, or Time and Expense) is activated, DPS includes streamlined Projects and Employees hubs in the DPS browser application. Those hubs contain the project and employee fields and options that you need for the Resource Planning module, but the hubs do not include fields and options that are only needed for the non-activated modules. In some cases, entire tabs are hidden because they are not related to resource planning. In the Projects hub, all new or updated records must be imported from a .CSV file or using the API. To ensure that project information in DPS stays in sync with the information in the source application, you cannot add projects, make changes to the work breakdown structure, or edit data for any standard fields in DPS. However, you have full planning functionality in Plan mode, and you can also do the following in Project mode: You can view projects in Detail View and in List View, and you can export project information from List View. You can use the Files & Links tab to upload, view, and store files that are related to the current project record. You can also add URLs, email addresses, and links to files and graphics. If you create custom user-defined fields for the hub in DPS, you can enter and edit data in those custom fields. You can delete a project that you no longer want in DPS for planning purposes. Doing so removes that project from DPS, including its planned and job-to-date actual hours and amounts. You can also delete parts of the WBS for a project that you do not want to maintain planning information for. Deleting a project in DPS does not affect the information in the application that was the source of that imported project data.
| Enter and Edit Contract Amounts in the Projects Hub in the Browser
If the Resource Planning module is enabled but the Accounting module is not, you can enter contract amounts on the Contracts tab of the Projects hub in the DPS browser application when in Plan mode. (If Accounting is activated, you enter contract amounts in the Projects hub in the DPS desktop application, and they are display-only on the Contracts tab in the browser application.)
To enter or edit contract amounts, you must first check out the plan. You can then enter contract amounts for the following: Direct expenses (indirect expenses for promotional or overhead projects)
Based on your entries, DPS calculates and displays these additional contract values: Compensation (Labor + Direct expenses) Reimbursable allowance (Reimbursable expenses + Reimbursable consultants) Total contract (Labor + Direct or indirect expenses + Direct consultants + Reimbursable expenses + Reimbursable consultants) Percent of total contract (Total contract for the WBS element / Total contract for the project)
You enter the amounts at the lowest level of each branch of the work breakdown structure (WBS), including levels 4 - 17 if used, and DPS rolls up those amounts to the higher levels.
If the Cost and Billing budget type is selected for the project plan, you can enter both cost and billing contract amounts. If the Cost budget type or the Billing budget type is selected, you can only enter the corresponding type of contract amounts. If DPS is set up to use multiple currencies, cost amounts are in the project currency. Billing amounts are in the billing currency if the Use Billing Currency not Project Currency option is selected (Settings » Advanced Accounting » System » Reporting in the DPS desktop application); otherwise they are in the project currency. Note that the option to enter contract amounts in the browser application is not available if you have Resource Planning without Accounting but are using DPS with Ajera CRM. | Additional Columns Available for Planning Grids
In version 1.1, you have the option to add a Project Manager column, Status column, and, if using organizations, Organization column to the planning grids on the Contract, Labor, Expenses, and Consultants tabs in the Projects hub (Plan mode). The information in these columns is for display only; you cannot change it.
By default, these new columns are not made available for selection. If you want any of them to be available for selection in any of the planning grids, select the columns on the Grids form in Resource Planning Settings (Settings » Resource Planning » Grids). | WBS Location Preserved in Planning Grids
In 1.0, certain actions resulted in a refresh of the planning grid contents in the Projects hub and in Project View and Resource View, and that in turn collapsed levels of the work breakdown structure (WBS) that had been previously expanded and visible. This forced you to then expand the levels again to return to the location you were just working in. In 1.1, this no longer occurs. When it refreshes the grid contents, DPS "remembers" the state of the WBS display and restores it so that you can continue your work without first having to expand rows again.
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Option to Turn Off Warning Indicators in the Project Search List
DPS displays visual indicators in the project search list in the Projects hub to alert you to warning conditions that exist with your projects (for example, the estimate at complete (EAC) amount is greater than the contract amount, or the contract amount is less than or equal to zero). DPS performs tests on the labor, expenses, and consultants categories independently. It also considers the assigned budget type (if projects are planned at cost, billing, or both) and the use of multiple currencies, if applicable. In some cases, the intensive processing required to display the alerts can slow the search performance.
In version 1.1, a user preference is available in which you can turn off the warning indicators to enhance search performance. To do so, click Other Actions » Project Settings on the Actions bar in the Projects hub, and clear the Show Project Warning Indicators check box. Note that this does not impact other users.
| Reporting | Planning Reports Support More Than Three WBS Levels
If both the Resource Planning module and the Accounting module are activated, you can only plan projects and opportunities at the levels enabled in your work breakdown structure (WBS), a maximum of three levels. However, if the Resource Planning module is activated but the Accounting module is not, you can plan at up to 17 levels. In version 1.1, the following resource planning reports, which are available in the DPS desktop application, have been modified to accommodate those additional levels: Labor Resource Planned and Actuals Project Planning Analysis Project Planning Performance Project Planning Schedule Resource Utilization by Organization
The following are some specific changes related to this enhancement: On the Sorting/Grouping tab for the Labor Resource Forecast report, Level 1 - Level 3 (assuming you use all three WBS levels) are available as sorting/grouping options if both Resource Planning and Accounting are activated, the WBS Levels and the Level 1 - Level 17 options are available if Resource Planning is activated without Accounting. Note that if you choose to include planning data down to a certain level but a project on the report is not planned down to that level, the report will only display data to the lowest plan level of the project. On the Sorting/Grouping tab for the Resource Utilization by Organization report, the Lowest Level of Detail Shown
drop-down list displays your WBS levels for selection if Accounting is activated along with Resource Planning, and it displays the 17 planning levels if Resource Planning is activated without Accounting. Your selection determines the levels that are selected by default as sorting/grouping fields. For the Project Planning Analysis, Project Planning Performance, and Project Planning Schedule reports, you can select up to the number of your WBS levels in Maximum Plan Level if both Resource Planning and Accounting are activated and up to level 17 if Resource Planning is activated without Accounting. For the Labor Resource Forecast, Labor Resource Planned and Actuals, and Project Planning Analysis reports, you can select WBS element number and names’ columns. Note that these columns don’t apply to opportunity plans. If including opportunity plans, you should include the Project/Opportunity Name or Number columns for identification purposes. For the Project Planning Analysis and Project Planning Performance reports, the Include Unposted Actual Labor option and Include Committed PO Expenses option are not available if Resource Planning is activated without Accounting. It is assumed that you are only importing posted actual values into DPS.
| Reporting Added to Resource Management
If your enterprise has activated the Resource Planning module, version 1.1 enables you to generate resource management reports for opportunity and published project plans. To access the Reporting form, click Resource Management » Reporting in the Navigation pane. DPS offers two general types of resource management reports: resource-focused reports and project-focused reports, but you have a number of options for defining the content of individual reports:
Click the Report Settings (gear) icon above the upper-right corner of the report to select the columns to display and select a row grouping option.
Use a standard search (Employees I Supervise, for example) or create a custom search to select the records to include. Custom searches that you create and save elsewhere in DPS are also available to use for reports. For example, if you save a custom search in Resource View, you can also select that search for any resources-based reports that you generate using the Reporting form.
Click the icon next to Forecast Range to define the range of calendar period columns you want to display on the report. You define the starting date and duration covered by those columns and the period of time each column represents (day, week, or month).
Click the Show Column Filters icon above the upper-right corner of the report to apply filters based on values in report columns. Column filters are applied to the records currently selected by the standard or custom search you have applied. In other words, only records that satisfy both the search and the filters display on the report.
When you design a report that you intend to use again in the future, you can save it so you can display it again without having to reapply the searches, filters, and other options.
To do additional analysis in Microsoft® Excel® or to extract resource planning data to use in other documents, click the Download Report icon in the upper-right corner of the form to download the report as a .CSV file. | Screen Designer | Include Column Total in a Report
An Include in Report Total check box was added to the Column Properties section of the Grid Settings dialog box in Screen Designer. This allows you to include totals for a grid column when the column is added to a report. | Security | Legacy Licensing
The licensing model of Vision, CRM, GovWin CM or Ajera CRM is now supported in DPS for existing clients that upgrade to DPS. The Legacy Licensing option was added to the Modules tab of the General Systems Settings form for this purpose. Do not modify the Legacy Licensing option without prior notice. | Settings | WBS Delimiter Field Added to Plan Settings
If the Resource Planning module is activated but the Accounting module is not, you can import the work breakdown structure (WBS) of your projects into DPS so that you can assign resources and planned hours and amounts to WBS elements. If your WBS has multiple levels, the WBS level delimiter can be used to indicate where the different levels of the project should be broken up when imported. By default, DPS assumes that your delimiter is a period (.), but you can select a different delimiter character in the WBS Level Delimiter field on the Plan Settings form in Setup (Setup » Resource Planning » Plan Settings) or the Plan Settings form in Settings (Settings » Resource Planning » Plan Settings). | Settings > Rate Tables
All rate tables (i.e., Billing Labor Tables, Billing Expense Tables, and Cost/Pay Labor Tables) are now in Settings > Rate Tables in the browser application.
Key improvements feature an improved user interface with functions that are similar to the Hubs, which include the rate table record search, toggle for List View and Detail View, Edit button, and the Other Actions menu.
In most rate table grids, you can now add multiple record entries through the use of lookup dialog boxes.
Billing Labor Tables
The following billing labor tables that were previously in the desktop application as tabs under Billing can now be found in the browser application under Settings > Rate Tables:
Billing Expense Tables
The following billing expense tables that were previously in the desktop application as tabs under Billing can now be found in the browser application under Settings > Rate Tables: Billing Expense Categories Billing Expenses by Vendor
Cost/Pay Labor Tables
The following cost/pay labor tables that were previously in the desktop application as tabs under Accounting can now be found in the browser application under Settings > Rate Tables: Cost/Pay Labor Categories
| Generic Resources Settings Moved to the Browser
You can now set up and maintain generic resources in the DPS browser application rather than in the desktop application. To access the Generic Resources form, click Settings » Resource Planning » Generic Resources in the Navigation pane.
You can view generic resources in detail view or multiple generic resources in list view, and add or edit resources in either view. You can search for generic resources by name, and you can create custom searches. To add a resource, click + New Generic Resource. To add a resource by copying an existing one, select the generic resource that you want to copy and click Other Actions » Copy on the Actions bar. To make changes to generic resource information, select the resource and click Edit on the Actions bar. In addition to basic resource information, you can specify a primary skill and any additional skills that you want to associate with the generic resource.
For the most part, other than the browser user interface, how you add and maintain generic resources is no different than in version 1.0. | User Defined Components
In Settings » General » User Defined Components in the desktop application, Chart of Accounts and Employees were removed from the drop-down list in the Application field on the Tabs tab. Use Screen Designer in the browser application to customize Chart of Accounts and Employees hub.
| Setup | Video to Help You Set Up Resource Planning
If you activate the Resource Planning module, Deltek makes available a new "Set Up Resource Planning" video to help you get up and running on the Resource Planning module.
To view the video during the DPS setup process, navigate to any of the Resource Planning setup forms (Setup » Resource Planning) and click the Set Up Resource Planning link in the upper-left corner of the form. To view it after you complete the setup process, go to the "How-to Videos" help topic in DPS help (Basics » Getting Started with DPS » How-to Videos) | Utilities >> Integration and Imports | Firms Import and Firm Addresses Import Combined
Version 1.0 provided two firm-related imports, one to import all firm data except for addresses and a second to import firm addresses. Version 1.1 combines those two imports into one.
In DPS you can have multiple addresses for a single firm, and the firms import supports that. When you import firms, you can assign multiple addresses by including one import record for the firm for each address type (Accounting, Billing, Payment or Primary).
For example, to import a firm with a primary address and a different address for billing and payments, include the primary address in the first import record. Map the street address, city, state, and postal code values in the import file to the corresponding DPS address fields, and map an import field containing Y or Yes to the DPS Primary field. In a second import record for the same firm, include the address data for billing and payments, and map import fields containing Y or Yes to the DPS Billing field and Payment field. This second record can be in the same import file as the first firm record, or it can be in a separate file that you import later. In either case, however, select the Update Duplicate Records option in the Import Firms from CSV dialog box when you run the import process.
| Integrations and Imports
The Utilities menu in the Navigation pane is now divided into the following sections and forms:
Integrations: Ajera, API Authorization, GovWin IQ, Kona, Maconomy, VAT Registration, Salesforce Imports & Exports: Imports, Exports (requires FILESTREAM) Key Conversions: Combine Records, Change Numbers
The Navigation pane options and associated applications are dependent on the licensed DPS modules.
| Workflow and Alerts | JTD Date Option for the EAC Exceeds Baseline Alert
If the Resource Planning module is activated but the Accounting module is not, you have a new date basis option for the EAC Exceeds Baseline alert.
When you set up the alert on the EAC Exceeds Baseline form in the DPS desktop application (Settings> General > System Alerts > Resource Planning), you now have the option to select JTD Through Date in the EAC and JTD Date Basis field, in addition to the two options available in version 1.0 (Current Date and Period End Date). When you select that option, DPS uses the date entered in Job-to-Date (JTD) Date Through on the Plan Settings form (Settings > Resource Planning > Plan Settings) to calculate the estimate-at-completion (EAC) amounts. Planned amounts after that date are included in estimate-to-complete amounts, and job-to-date (JTD) actual amounts dated after that date are excluded.
If no date has been entered in Job-to-Date (JTD) Date Through, the current date is used. |
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