• Employee Directory - custom filter, Visual Directory fed from EM and Employee Custom Fields tables
• Training Request System - fed from VE Vendor table, merged with custom data and one-click auto loaded back into Deltek EM Custom grid table to store training history. Heavy use of Telerik radgrid to group PDH/CEU credits for date ranges. Other features include nag emails, SRS reports and a review process on sponsor and event.
• Training History Bulk Loaded - Define the event (title,dates, hours) - select participants and bulk load the training history for these employees.
• Client Files Tab Bulk Loaded - define the file name, UNC path (not lettered drive) & bulk load the clients file tab of all clients with a link. We use this to link back to an asp.net page so this ‘loader’ (as an option) changes the ending parm on the link to the internal Client CL table ID.
• Client Profiles - Over 100 fields are stored on client to keep track of their preferences. This is loosely integrated via the client Files Tab link mentioned above.
• Birthday List- simple asp.net user control display Employee name, birth Month & Day (not Year
) on our intranet with links to their picture. Easily moved to Sharepoint via SmartPart
• SRS Phone List- 2 multi-column reports displaying employees ext, direct, mobile and office rendered automatically as a PDF via SQL Report Services link using EM and custom tables.
• File Folders- simple method call to create file folders for projects on our servers.
• Outlook Folders- Not entirely integrated but sends support staff an email with a link to an asp.net page which creates Outlook Folders with the proper permissions. The WF that sends and email could be replaced with a call to this underlying code but we have not done it yet since that page was written in the asp.net 2.0 framework.
I have created numerous stored procedures, views, UDFs and some custom methods to make Work Flow work better for us. To be honest you can do lots out of the box. In some cases we used some of these more hands on methods because we had not upgraded to 5.0 at that point (i.e. Project Number Generator SP and asp.net page (see post #02 Simple Popup) which we installed while on 4.0)
In some scenarios we could have used a very complex stored procedure but chose to use a series of SQL Views to simplify and layer in a solution that would allow us to view intermediate results. The end product of all these calculations were pushed(via a Stored Procedure) into a custom field on the ProjectCustomTabFields table.
I will add more to this list as I get time. If you have questions and/or would like more details please post a comment or contact me directly.