Introduction to Workspace Client

The Maconomy Essentials SaaS Workspace Client offering takes Deltek’s project-based ERP solution and delivers it via the cloud to meet the ever-changing needs of small and mid-size organizations.

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Introduction to Workspace Client

The Workspace Client contains the following features:

• Workspaces — Workspaces are a grouping of panels, organized hierarchically around a business entity (such as a customer), a role (such as a project manager), or a process (such as financial reporting). Workspaces are composed of menus, sections, and panels that allow you to interact with specific tools.
• Search and Filters — You can use search and filters to find business entities that you need to work with. There are three main search types:
  • Search using filter lists (CTRL+F)
  • Context-specific search (CTRL+G)
  • Manual Search
• Actions — Actions are things that you can do. They are similar to functions. An action could be as simple as Print or Delete, or it could be more complicated, such as Print an Invoice.

  Actions are generally represented as buttons that display in the toolbar at the top of a panel. Each panel has it is own actions, and an action acts on the business entity (or entities) in that panel.

• Wizards — Wizards are special windows that help you perform a specific task in Maconomy by guiding you through the steps that are necessary to perform the task.

  Wizards are used extensively in Maconomy. They are meant to guide you safely through complex tasks, or through common but complicated tasks. When a wizard is used, it is possible to focus on important information, and it is possible to make sure that required field are filled in.

  An example of a commonly-used wizard in Maconomy is the Create Customer wizard.

• To-Dos — It is possible to set up Maconomy so that users are notified when certain events occur. The users are then alerted by a To-Do that displays up in the user's To-Do menu. The To-Dos for each user are grouped into predefined categories. When you double-click a To-Do, the relevant workspace opens.
• Menu Search Capability — The Search Capability feature allows you to enter terms into a search field and retrieve information for a particular workspace. This feature lets you navigate the workspace menu easily and search for a specific workspace (in English or its localized equivalent, depending on your language settings). As you type it provides you with a list of suggestions when it cannot find the exact match. You can also carry out a wildcard search when you are unsure about the term you are looking for.
• Search Favorites — The Search Favorites feature enables you to take any filter restriction and custom sorting that you frequently use and save it as a ”favorite” for searching purposes. These Search Favorites then function the same way as the predefined searches in the Workspace Client to quickly filter information.