Costpoint

Course Catalog

Asset Name Description Roles DLZ Subscription
Costpoint Accounts Payable - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to set up Accounts Payable, create vouchers, and configure electronic fund transfer and check payments.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced
Costpoint Fixed Assets - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to configure auto creation settings and default auto numbering asset numbering and how to manage auto creation accounts.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced
Costpoint Fundamentals Series: Navigation - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to use Query and data retrieval functions, create and clone records, manage table rows and columns, among other basic processes.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced
Costpoint Labor and Leave - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to configure labor and leave controls, set up employee information and salary details, post timesheets, and manage leave usage and balances.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
Costpoint Certification with Accounts Payable Exam Duration: 1h 30m

The Deltek Professional Costpoint Accounts Payable Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to create a generic billing format and how to process different billing types: cost plus, milestone, schedule, time and materials.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
Costpoint Procurement - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to create parts, goods, and services and how to manage, approve, and print purchase requisitions, purchase orders, and vouchers.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced
Costpoint Projects - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to initiate a project, enter contract and funding values, associate user defined fields with projects, create project account groups, attach revenue formulas with projects, and set ceilings and overrides.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced
Costpoint VLC On-Demand: Learn More This guide explains how the On Demand service for Virtual Live Classes works, and includes a list of all the available classes. The On Demand booking service for live classes is available to Enhanced Tier subscribers only.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • Time and Expense End User
  • Time and Expense Manager
  • Time User
  • Expense User
  • Time Administrator
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Certification with Billing and Accounts Receivable Exam Duration: 1h 30m

The Deltek Professional Costpoint Billing and Accounts Receivable Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Certification with General Ledger Exam Duration: 1h 30m

The Deltek Professional Costpoint General Ledger Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Certification with Labor, Leave, and Payroll Exam Duration: 1h 30m

The Deltek Professional Costpoint Labor, Leave, and Payroll Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Certification with Projects Exam Duration: 1h 30m

The Deltek Professional Costpoint Projects Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Master Certification Exam Duration: 2h

The Deltek Professional Costpoint Master Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Certification with Expense Exam Duration: 1h 30m

The Deltek Professional Costpoint Certification with Expense Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Certification with Time Exam Duration: 1h 30m

The Deltek Professional Costpoint Certification with Time Examvalidates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Certification with Manufacturing Exam Duration: 1h 15m

The Deltek Professional Costpoint Certification with Manufacturing Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • Time User
  • Expense User
  • Time Administrator
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Master Certification Exam Duration: 2h

The Deltek Professional Costpoint Materials Management Master Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • Time User
  • Expense User
  • Time Administrator
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Certification with Procurement Exam Duration: 1h 15m

The Deltek Professional Costpoint Certification with Procurement Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • Time User
  • Expense User
  • Time Administrator
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time & Expense Master Certification Exam Duration: 2h

The Deltek Professional Costpoint Time & Expense Master Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint: Glossary of Acronyms - Quick Reference Guide Duration: 15 min read

Learn about the acronyms that commonly appear within Costpoint. Some of this terminology is also external to Costpoint but is commonly utilized by the standard Government contractor.
Topics covered:
Costpoint User Reference
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 - Learning Portal This portal will support your transition to Costpoint 8, starting 60 days prior to your upgrade, prepping you for Go Live and beyond. We have a variety of training types for you to dive into, from Clickguides that will teach the fundamentals, to Learning Videos and Self-Paced Learning that dig deeper into the features, and Infographics that are used to reinforce the core while doing your daily tasks. Keep checking back regularly, we're adding new content all the time.

Topics covered:
New Features introduced in Costpoint 8
Helpful Materials
Frequently Asked Questions
Release Notes
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
What’s New in Costpoint 8.1 - Functional Reference Guide Duration: 60 min read

Learn about Costpoint 8.1’s new enhanced features and how they relate to the current version. It covers updates to all domains: Accounting, Contracts, Projects, Planning, People/Regulatory, Materials, Time & Expense, Reports & Analytics, and Admin.

Topics covered:
Accounting
Contracts
Projects
Planning
People/Regulatory
Materials
Time & Expense
Reports & Analytics
Administration
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • Time User
  • Expense User
  • Time Administrator
  • Expense Administrator
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Welcome to Costpoint 8 - Clickguide Duration: 60 min read

Learn about Costpoint 8’s new enhanced features and how they relate to Costpoint 7. It covers updates to all domains: Accounting, Contracts, Projects, Planning, People/Regulatory, Materials, Time & Expense, Reports & Analytics, and Admin.

Topics covered:
Accounting
Contracts
Projects
Planning
People/Regulatory
Materials
Time & Expense
Reports & Analytics
Administration
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals - Functional Reference Guide Duration: 40m read

This guide covers how to navigate on the system specifically the login protocol, do lookups and queries, and basic table manipulations. This clickguide will also cover the role of the fiscal year in a Costpoint transaction.
 
Topics covered:
Login Protocols and Security
Basic Navigation
Data Lookup and Retrieval
Using Tables
Understanding Fiscal Periods
Screen Parameters
Managing Records
Printing Reports
Posting Transactions
Exiting Costpoint
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals Series - Quick Reference Guide Duration: 30m Read 

Learn the basics, features, and navigation for Costpoint. This also covers functions as well as some of the useful terminology.

Topics covered:
Navigation
Shortcut Keys, Toolbar Icons, and Buttons
Accounting Period Control Screens
Form and Table Views
Query and Lookup
Setting up Printers
Show/Hide Screen Controls
My Menu
Data Entry
Copy to Excel
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • Time User
  • Expense User
  • Time Administrator
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals Series: Navigation Part 1 (DLL) - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers how to navigate on the system specifically the login protocol, do lookups and queries, and basic table manipulations. It will also tackle the role of the fiscal year in a Costpoint transaction. This course is part of the Fundamentals Series and is part 1 of 2 courses.

Topics Covered:
Capabilities and Components of Costpoint
Login Protocol and Types of Security in Costpoint
Lookups and Data Retrieval
Manipulate Table Interface of Costpoint
Role of Fiscal Period in Costpoint Transactions
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals Series: Navigation Part 2 (DLL) - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the purposes of the screen parameters, steps how to create, modify, and delete records, modifying and deleting table line entries, finding and replacing table line values, and printing reports. It will also explain the posting process and how to gracefully exit the system. This course is part of the Fundamentals Series and is part 2 of 2 courses.

Topics Covered:
Screen Parameters
Create, Modify and Delete Records
Select, Repeat, Delete Table Line Entries
Find and Replace table Values
Print Reports
Post Transactions
Exit the System
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals Series: Touchpoints Process Flow Charts - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the complex interactions between the operating domains and modules within Costpoint. This course is part of the Fundamentals Series.

Topics Covered:
Process Flow Diagrams
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals Series: Touchpoints Process Flow Charts - Recorded Session In this 2-hour course, it will focus on the complex interactions between the operating domains and modules within Costpoint. It also provides details on how to make use of the process flow diagrams to graphically depict the exchange of data and the dependencies that exist between applications, modules, and products. This course is part of the Fundamentals Series.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals Series: Printing, Posting, and Exiting Costpoint - Learning Video Duration: 17 min

Learn about how to Print and Preview reports, what does Posting do and how to properly exit Costpoint.

Topics covered:
Printing in Costpoint - 5m50s
What does Posting do? - 5m12s
Exiting in Costpoint - 3m30s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals Series: Create, Modify, and Delete Records - Learning Video Duration: 20 min

Learn about the Stored Parameters, how to complete Basic Data Entry functions, and how to select contiguous and non-contiguous rows of table data.

Topics covered:
Stored Parameters - 4m33s
Types of Records - 6m
Modifying and Deleting Records - 3m27s
Table Row Functions - 2m43s
Find and Find/Replace - 1m38s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals Series: User Basics - Learning Video Duration: 21 min

Learn about how to login and logout, change companies, plus information on the Domains, Global Menu and Global Toolbar, the types of modules, Application Review and My Menu and how to browse them, and details on the Security and access rights is also covered.

Topics covered:
Login to Costpoint - 4m26s
Changing Companies in Costpoint - 1m17s
Domains - 2m16s
Global Menu and Global Toolbar - 1m10s
Types of Modules - 2m47s
Browse Applications - 1m33s
Security - 1m27s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fundamentals Series: Find and Retrieve Data - Learning Video Duration: 15 min

Learn about how to use Lookup and Fields, data retrieval using the Find and Query, and how to manipulate tables.

Topics covered:
Lookup and Find Query - 3m34s
Working with Tables - 2m19s
Fiscal Period Transactions - 7m23s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time and Expense Series: Using Time and Expense in Costpoint 8 - Clickguide Duration: 60 min read

Learn about how to use the tool Time and Expense available in Costpoint. This provides an overview of the product, its benefits, as well as steps on how to enter time and request leave.

Topics covered:
Mobile T&E Basics
Web T&E Basics
Attaching a Receipt
Outstanding Expenses
Tasks
Timesheet Screen
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time and Expense - Functional Reference Guide Duration: 90m read

This guide covers Costpoint Time & Expense 10 Administrators who create user profiles for timesheets and expense reports and users who access it from a mobile device. 

Topics covered:
Login Protocols and Security
Basic Navigation
Data Lookup and Retrieval
Using Tables
Understanding Fiscal Periods
Screen Parameters
Managing Records
Printing Reports
Posting Transactions
Exiting Costpoint
  • Super User
  • DLZ Functional Guide
Costpoint Time and Expense Series: Entering Timesheets - Learning Video Duration: 20 min

Learn more about the features within the Time & Expense domain. This learning video will walk you through the basics of entering details in your timesheets.

Topics covered:
Time and Expense overview
Time subtasks
Entering timesheet
Important features
  • Time User
  • Time Administrator
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time Series - Quick Reference Guide Duration: 15m read

Learn how to log in, enter your time, and in a basic timesheet for Costpoint. This also includes important steps and navigation for the Costpoint Mobile Time app.

Topics covered:
Timesheet Entry
Manage Timesheets
Mobile Time Entry
  • CEO
  • Super User
  • Time User
  • Time Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Expense Series - Quick Reference Guide Duration: 25m read

Learn the important screens used in Costpoint Expense. It provides the information and details and the functions of each tabs. This also includes important steps and navigation for the Costpoint Mobile Expense app.
Topics covered:
Customize Standard Labeling
Security Roles and User Groups
Approver Setup
How the System Calculates Over-Ceilings
Manage Expense Authorization
Manage Expense Report
Mobile Expense - Capture Receipt and Create Expense
Mobile Expense - Approve and Reject Expense Reports
Mobile Expense - Acquire and Setup the App
  • CEO
  • Super User
  • Expense User
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time and Expense 10 - Self-Paced Learning This self-paced learning will focus on the workflow process of Deltek Time and Expense as well as the data interaction between Expense and other systems. We review the general implementation requirements the basic setup in Costpoint for visibility in Deltek Time and Expense. We also examine basic configurations while applying the understanding in a live training environment. This course uses examples based on imports and exports into the database.
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time and Expense Series: Administrator and Manager Training with Costpoint 8 - Clickguide Duration: 60 min read

Learn about how Time & Expense Administrators create user profiles for timesheets and expense reports. It covers the setup and configuration of user profiles and update of user interfaces for the Manage Timesheets and Manage Expense Report applications. For T&E 10 Managers and Approvers, it includes the creation of desktop shortcuts and setting up of profiles to go directly to specific applications upon login.

Topics covered:
Creating User Profiles - Timesheets
Creating User Profiles - Expense Reports
Creating User Profiles for Managers
Creating Manager Approval Shortcuts
Attaching Receipts
Exporting Timesheets
Approving Expense Reports
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time Series: Administrator and Manager Training - Self-Paced Learning Duration: 2 hrs

Learn about the setup and configuration of user profiles and update of user interfaces for the Manage Expense Report applications.

Topics covered:
Accessing User Profiles - 58s
Creating a User Profile - 1m59s
Configuring Profile Application - 5m06s
Configuring Profile MyMenu - 3m24s
Configuring End User Timesheet Application - For URL and Shortcuts - 1m24s
Creating the User Profile for Managers for Timesheet and Expenses - 2m20s
Creating Manager Shortcut for Approving Timesheets - 1m43s
Administration Tab - 8 min read
Time Tab - 12 min read
Creating File to Import Into Costpoint - 6m34s
Export Directly to Costpoint - 6m11s
Timesheet Approval - 4m53s
  • Super User
  • Time Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Expense Series: Administrator and Manager Training - Self-Paced Learning Duration: 50 Min

Learn about the setup and configuration of user profiles and update of user interfaces for the Manage Timesheets applications.

Topics covered:
Accessing User Profiles - 50s
Creating a User Profile - 1m40s
Configuring Profile Application - 3m44s
Configuring Profile MyMenu - 1m42s
Configuring End User Expense Report Application - For URL and Shortcuts - 1m26s
Creating the User Profile for Managers for Timesheet and Expense Report Approval - 2m20s
Creating Manager Shortcut for Approving Timesheets - 1m43s
How to Attach Receipts: All Receipts - 3m36s
How to Attach Receipts: Missing Receipts - 2m13s
How to Attach Receipts: Individual Claimed Receipts - 2m50s
Administration Tab - 8 min read
Time Tab - 12 min read
How to Approve Expense Reports - 5m39s
  • Super User
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time and Expense Series: User Setup - Self-Paced Learning Duration: 12 m

Learn about who will set up users in a standalone application of Time and Expense. You will access Resource Group Type, Manage Resource Group information and how to set up for a new employee/user. When completed you will be able to setup new employee and user account records, manage their basic user information, and manage employee group memberships.

Topics covered:
Manage Resource Information - 4m25s
Manage Resource Groups - 1m20s
Manage Resource Information - 55s
Manage User Groups - Verify New User ID and Assigned User Group - 1m10s
Costpoint User Email - 1m40s
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time Series: Timesheets and the Employee - Virtual Live Class Duration: 1hr

This virtual live class is targeted to all employees using Costpoint Time. During this course, users will explore Timesheets and the items related to accessing, creating, and finalizing a Timesheet.

Topics covered:
Timesheets from an Employee view
Navigation for Costpoint Time domain
Access, create and submit timesheets
Adding favorites and leave balances
  • Time User
  • Time Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time Series: Desktop User Training - Self-Paced Learning Duration: 1 hr

Learn about Time 10 processes such as navigating the interface, querying records, adding a new line, accessing tabs and subtasks, and switching between table view and form view.

Topics covered:
Timesheet Navigation - 4m01s
Timesheet Entry - 6m10s
Additional Timesheet Functions -3m18s
Leave Request - 4m20s
Correcting a Processed Timesheet - 4m18s
Configuring End User Timesheet Application - 1m40s
Administration Tab - 8 min read
Time Tab - 12 min read
  • Super User
  • Time User
  • Time Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Expense Series: Desktop User Training - Self-Paced Learning Duration: 50 Min

Learn about Expense 10 processes such as navigating the interface, querying records, adding a new line, accessing tabs and subtasks, and switching between table view and form view.

Topics covered:
Additional Expense Functions - 5m10s
Expense Report Creation - 9m36s
Claimed Expense Entry - 8m44s
Configuring End User Expense Report Application URL Shortcut - 1m27s
How to Attach Receipts: All Receipts - 3m36s
How to Attach Receipts: Missing Receipts - 2m13s
How to Attach Receipts: Individual Claimed Receipts - 2m50s
Administration Tab - 8 min read
Time Tab - 12 min read
  • Super User
  • Expense User
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time Series: Mobile User Training - Support Material In this portal, you will find a collection of assets designed to assist you in your knowledge of Costpoint Time for Mobile Users. The videos here were made using the Costpoint 7 User Interface.

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  • Super User
  • Time User
  • Time Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Expense Series: Expense Wizard - Learning Video Duration: 29 min

This video provides walkthrough and demonstrations for the Costpoint Expense 10 - Expense Wizard features.

Topics covered:
Navigation to Expense Wizard - 2m31s
Header - 2m39s
Menu Tab: Purpose - 3m44s
Menu Tab: Locations - 3m39s
Menu Tab: Default Charges - 2m52s
Menu Tab: Expenses - 11m26s
  • CEO
  • Super User
  • Expense User
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time Series: Create Scheduled Jobs for Daily Floor Check - Clickguide Duration: 30 min read

Learn about setup or modification of the Daily Floor Check. This shows the step-by-step process to create Scheduled Jobs including creation of a Job Parameter, Job Group, Job, Job Queue, Job Server, and Submitting a Job to the Queue.

Topics covered:
Create a Job Parameter
Create a Job Group
Create a Job
Create a Job Queue
Create a Job Server
Submit a Job to the Queue
  • Super User
  • Time Administrator
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Costpoint Time and Expense Series: Home Dashboard - Clickguide Duration: 30 min read

Learn about the home dashboard functionality in Costpoint. It will also discuss the Report Tab settings, how to sort columns in a table, and copy data to MS Excel option. 

Topics covered:
Home Dashboard Tabs
Dashparts
My Tasks
Reports Tab Settings
Copy Data to Microsoft Excel
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time and Expense Series: Customize Standard Labeling - Infographic This contains information on Time and Expense's ability to customize fields. It outlines the process and shows some screen options before and after the customizations. This is part of the Time and Expense Series.

[Keywords and Related Searches - print out, cheat sheet, quick reference, te, udt01, udt02, manage standard label customizations, udt options, manage timesheets]
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Expense Series: How the System Calculates Over-Ceilings - Infographic This focuses on how the system calculates the over-ceilings for Costpoint Expense. It shows the two types of Per Diem Rates as well as the Ceiling Calculations. This is part of the Expense Series.

[Keywords and Related Searches - print out, cheat sheet, quick reference, system calculations, over-ceilings, over ceilings, ceiling calculations, per diem rates, configuration option, lodging, meals, expense over ceiling, t&e]
  • Super User
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time and Expense Series: Security Roles and User Groups - Infographic This gives the users the background and discusses Security Roles and User Groups for Costpoint Time and Expense concepts. This infographic also provides some scenarios on where this function is being used. This is part of the Time and Expense Series.

[Keywords and Related Searches - print out, cheat sheet, quick reference, te, cp framework, seat licenses, access granted]
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time and Expense Series: User Interface - Infographic This focuses on the Costpoint's Time and Expense User interface. It provides the detailed information for each part of the screen. This is part of the Time and Expense Series.

[Keywords and Related Searches - print out, cheat sheet, quick reference, t&e, menu options, global icons, task toolbar, screen configuration, save toolbar configuration]
  • CEO
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time Series: Mobile Time User Training - Learning Video Duration: 21 min

Learn about how users can access Costpoint Time from a mobile device and demonstrations on basic time processes.

Topics covered:
Login and Timesheet - 4m43s
Adding a Timesheet Charge Line and Project - 7m37s
Mobile Timesheet Features - 2m44s
Menu Timesheet Options - 6m37
  • Super User
  • Time User
  • Time Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time Employee Series: My Desktop - Infographic Duration: 15min read

This printable document covers information about the settings need to be set up for the My Dekstop app available in Costpoint Time.

Topics covered:
My Desktop overview and navigation
Steps on setting up My Desktop
  • Time User
  • Time Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Expense Series: Expense Mobile User Training - Learning Video Duration: 19 min
Learn about how users can access Costpoint Expense from a mobile device and demonstrations on basic expense processes.

Topics covered:
Expense Report Section - 1m36s
Creating a New Expense Report - 12m20s
Expense Report and How to Attach a Receipt - 3m25s
  • Expense User
  • Expense Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Expense Series: Expense Report for Travelers using Costpoint Expense 9 - Clickguide Duration: 30 min read

Learn about how employees use the Expense module of Deltek Expense 9 system.  

Topics covered:
Creating a New Expense Report
Identify the Location
Identify Project/Charge Code
Recording Expenses
Recording an Advance
Submitting an Expense Report
Attachments
Printing an Expense Report
Using the Copy Command
  • Super User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Costpoint Time Series: Time Collection using Costpoint Time 9 - Clickguide Duration: 30 min read

Learn about Accessing Time and Expense, Navigating the Time Collection, how to enter time, as well as Submitting a timesheet and adding favorites.  

Topics covered:
Accessing Time and Expense
Navigating the Time Collection
Entering Time
Add Comments
Submitting a timesheet
Project Favorites
  • Super User
  • Time Administrator
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Costpoint Pre-Conference Workshop: Planning and Upgrading to T&E 10 - Recorded Session This 30 minute course provides all of the helpful information needed to learn about Time & Expense 10 for Costpoint on-premise administrators and IT professionals to ensure you're setup for success and prepared for the T&E 10 upgrade. Topics in this webinar are: An overview of the Time & Expense 10 functionality, what deployment options are available, A walkthrough of the upgrade process and, End user training best practices.
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Time and Employee Self Service - Functional Reference Guide Duration: 60m read

This guide covers the main areas available for Costpoint Employee Self Service. This clickguide includes details on the process workflow of the Standard Implementation Progression, Benefits Review and Setup, and how to configure the Employee Self Service views functionality. 

Topics covered:
Process Workflow
Benefits Review and Setup
Basic Costpoint Configuration for ESS
Basic Employee Self-Service Configuration
ESS Employee Views and Functionality
  • Super User
  • DLZ Functional Guide
Costpoint 8 Projects Series: Contract Management Improvements - Clickguide Duration: 15 min read

Learn about the important new features and improvements available in Contract Management for Costpoint 8. It covers the changes made for the Contracts and Opportunities team tab, how this connects with Planning, also introducing the new application for Lead and Contacts.

Topics covered:
Contracts and Opportunities
Updates Connecting with Planning
Leads and Contacts
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects - Functional Reference Guide Duration: 60m read

This guide covers the key considerations when designing project structures and defines the steps in setting up projects. This also covers the project transaction validation mechanisms, and define the steps when creating new projects by replicating existing ones. 

Topics covered:
Project Structure Overview
Manage Project User Flow
Project Transaction Validation
Revenue and Ceilings
Time and Materials
  • Super User
  • Project Specialist
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series - Quick Reference Guide Duration: 20m read

Learn about the setup requirements for Costpoint Project User Flow. This printable guide includes tips to configuring this Manage Project User Flow application screen. It also covers an overview of Revenue Recognition, know the difference between Owning Org and Performing Org, understand the Revenue Rules of the Road, and be able to identify the screens used to set up ceilings and overrides.

Topics covered:
Project Account Group
Project Account Abbreviation (PAA) and Project Account Wildcard (PAW)
Modifications Descriptions
Project User Flow
Manage Project User Flow and Manage Change Order Screens
Revenue and Ceilings
Time and Material
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Project Setup Part 1 - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class focuses on the key considerations when designing project structures and defines the steps in setting up projects. This course is part of the Projects Series.

Topics Covered:
Setup Project’s Work Breakdown Structure
Setup Project
Subtasks Associated with Project Setup
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Project Setup Part 1 - Self-Paced Learning Duration: 25 min

Learn about the key considerations when designing project structures and defines the steps in setting up projects.

Topics covered:
Project Structure Overview - 7m40s
Manage Project User Flow - 8m02s
Additional Project Setup - 8m54s
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Project Setup Part 2 - Virtual Live Class Duration: 1hr

This Virtual Live Class focuses on the project transaction validation mechanisms, and also define the steps when creating new projects by replicating existing ones. This course is part of the Projects Series.

Topics Covered:
Primary Transaction Validation Mechanisms
Create New Project by Replicating an Existing Project
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Project Setup Part 2 - Self-Paced Learning Duration: 35 min

Learn about he project transaction validation mechanisms, and also define the steps when creating new projects by replicating existing ones.

Topics covered:
Project Transaction Validation - 18 min
Project Replication - 12 min
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Revenue and Ceilings - Virtual Live Class Duration: 1hr

This Virtual Live Class focuses on the concepts of revenue recognition by Owning versus Performing Organization. This course is part of the Projects Series.

Topics Covered:
Basic Groups of Revenue Calculation
Setup Revenue Info Subtask
Setup Ceilings and Overrides
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Revenue and Ceilings - Learning Video Duration: 24min

In this learning video, you will learn about the concept of Revenue Recognition by Owning versus Performing Organization, basic groups of revenue circulations, how to set up revenue in revenue info subtask, and set up Ceilings and Overrides.

Topics covered:
Revenue Recognition - 5m 8s
Owning vs Performing Org - 4m 35s
Cross-Charging Environment - 1m 26s
Revenue Formula Setup - 2m 33s
Ceilings and Overrides - 11m 32s
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: New Revenue Standards (ASC Topic) 606 in Costpoint - Clickguide Duration: 30 min read

Learn about the new Costpoint features added to help companies transition to the new revenue (ASC Topic 606) standards that include Revenue Evaluation, Capture Revenue Calculation Values and New Revenue Formulas, Alternate Revenue Profiles, and Manage Alternate Revenue Profiles.

Topics covered:
Revenue Standard: Revenue Evaluation
Capture Revenue Calculation Values and New Revenue Formulas
Alternate Revenue Profiles
Manage Alternate Revenue Profiles
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Configuring Ceilings, Overrides, and Revenue for Cost Plus Contracts (Advanced) - Self-Paced Learning Duration: 37 min

Learn about the process of effectively configuring different project ceilings in conjunction with a Cost Plus Fee on Cost Revenue Calculation. In this course, you will create and assign the necessary PAGs for a previously created Cost Plus project and configure the Revenue Information, Modifications, Total Ceilings, Cost Fee Overrides and Burden Fee Overrides screens. 

Topics covered:
Project Account Groups (PAG) - 4m30s
Establishing the Labor Direct Cost Ceiling and Cost Fee Override - 4m19s
Cost Fee Override for Travel - 2m37s
Revenue Computation and Understanding the Revenue Worksheet - 13m
  • Super User
  • Project Specialist
  • DLZ Enhanced
Costpoint Projects Series: Revenue Factors - Time and Materials Projects (Advanced) - Self-Paced Learning Duration: 60 min

Learn about the process of effectively configuring Time and Materials (T&M) Projects in Costpoint and processing T&M Revenue. In this course, you will learn how to configure a Project Work Force, PLC Rates, Fee Overrides, Burden Cost Ceilings, and Project Account Groups.

Topics covered:
PAG Setup - 4m44s
Project Revenue information - 58s
Modification - 3m53s
Cost Fee Overrides - 2m20s
Burden Cost Ceilings - 2m33s
Project Labor Categories (PLC) - 10m44s
Rate Sequence - 12m05s
Alternate Revenue Accounts - 50s
PLC Rate Change - 14m20s
  • Super User
  • Project Specialist
  • DLZ Enhanced
Costpoint Projects Series: Time and Materials - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class focuses on how Time and Material projects are created in Costpoint, the difference between a General Labor Category and a Project Labor Category, and the role of the Rate Sequence table in the revenue and billing process for loaded labor projects. This course is part of the Projects Series.

Topics Covered:
Time and Material Projects
Difference between General Labor Category and Project Labor Category
Rate Sequence Table
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Time and Materials - Learning Video Duration: 24min

In this learning video, you will learn how to create Time and Material projects, identify the difference between the General Labor and Project Labor Category, and identify the role of the Rate Sequence table in the revenue and billing process for loaded labor projects.

Topics covered:
Overview - 2m 40s
General and Project Labor Category - 3m 40s
Project Work Force and how to set up - 9m
Rate Sequence - 2m 37s
Assigning Billing Formula - 3m 9s
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Projects Series: Inter-Company Work Orders - Self-Paced Learning Duration: 65 min

Learn about the setup, processing, and transfer of Inter-Company Work Orders information. You will also learn why the Inter-Company Work Orders module exists and in which situations it is best to use the IWO functionality.

Topics covered:
IWO Overview - 6m35s
IWO Specifics - 30m10s
IWO External - Extra Processes - 4m36s
IWO Internal Setup Demonstration - 22m17s
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Inter-Company Work Orders (IWOs) - Self Paced Learning Duration: 65 min

Learn about the setup, processing, and transfer of Inter-Company Work Orders information. You will also learn why the Inter-Company Work Orders module exists and in which situations it is best to use the IWO functionality.

Topics covered:
IWO Overview - 6m35s
IWO Specifics - 30m10s
IWO External - Extra Processes - 4m36s
IWO Internal Setup Demonstration - 22m17s
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Workshop (DLL) - Virtual Live Class Duration: 3hrs

This Virtual Live Class is part of the Projects Series and covers subject matter taught in the following courses:
Costpoint Fundamentals Series: Navigation Part 1
Costpoint Fundamentals Series: Navigation Part 2
Costpoint Projects Series: Projects Setup Part 1
Costpoint Projects Series: Projects Setup Part 2
Costpoint Projects Series: Revenue and Ceilings
Costpoint Projects Series: Time and Material

Topics Covered:
Project Setup introduction
Contract and Funding Values
User Defined Fields
Project Account Group
Revenue Methodology
Ceilings and Overrides
Project Replication
Project Labor Categories
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Work Breakdown Structure (WBS) - Learning Video Duration: 22min

This learning video covers the key considerations and process of setting up the project’s Work Breakdown Structure.

Topics covered:
Project Structure Overview - 6min 14s
Structural Decisions - 3min 36s
Project Structure examples - 4min 44s
Project Structure Design Considerations - 2min 5s
Standard vs Flexible Structure - 3min 14s
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Setting up a Project - Learning Video Duration: 26 min

Learn about the steps in setting up a project and the uses of subtasks associated with the project setup.

Topics covered:
Default Setup of Project Levels - 3m27s
Configure Project Settings - 4m02s
Manage Project User Flow - Top Level - 11m19s
Manage Project User Flow - Second Level - 6m11s
Manage Project User Flow - Third Level - 3m58s
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Additional Functions for Project Setup - Learning Video Duration: 17 min

Learn about the subtasks that provide specific functions that relate to Project Setup, details on functions for Managing Change Orders, and creating User Defined Fields.

Topics covered:
Government Contracts - 1m07s
Deliverables - 2m
Manage Change Orders - 3m11s
Project User Defined Fields - 3m58s
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Project Transaction Validation Mechanisms - Learning Video Duration: 24min

In this learning video, you will learn about the primary project transaction validation mechanisms, and create a new project by replicating an existing project and all of its associated setup screens.

Topics covered:
Project Account Group (PAG) - 7min 45s
Limit Organizations - 2min 18s
Project Replication - 10min 19s
  • Super User
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Creating a Pool and What Affects It - Virtual Live Class Duration: 1hr 30m

This virtual live class will detail what is a cost pool, what is necessary for creating a pool, and items that can affect the pool setup. It will also look at three pool utilities that can help verify pool data.

Topics include:

Pools Overview
Required ingredients and Pool creation
Items affecting a Pool and its utilities
  • Pools Specialist
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Projects Series: Project Reporting - The PSR and What Affects It - Virtual Live Class Duration: 1hr

This virtual live class will detail what is the Project Status Report (PSR), the steps for creating a current report and explain exactly what and how the PSR can be affected.

Topics include:
PSR Overview
How PSR gathers data and items affecting it
Steps on creating the PSR
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing - Functional Reference Guide Duration: 60m read

This guide covers Billing functions in Costpoint, the procedures for setting up the Project Billing Info screen, know the difference between Employee Work Force screens, and time and material formulas. 

Topics covered:
Overview and Billing Process Flow
Accounts Receivable Customer
Module Initialization and Controls
Project Work Force
Time and Material Billing
Billing Formats
  • Billing Specialist
  • Super User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series - Quick Reference Guide Duration: 15m read

Get an overview of the billing process flow on Costpoint. This printable guide shows the critical ingredients to the billing process recipe. This guide also has a sample scenario that shows how this is done using the relevant fields and options in the Print Standard Bills screen.

Topics covered:
Overview
Billing Procedures
Reprinting Posted Standard Bills
Progress Payments and Delivery Invoices
Post Progress Payment Bills
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Overview - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the capabilities and components of Costpoint and how it interacts with other Deltek products. This course is part of the Billing Series.

Topics Covered:
Project Billing Info Screen
Open Billing Detail and Billing Edit Detail Tables
Key Sources of Billing Transactions
Date Repositories for Billed Transactions Key Initialization Screens
Open Billing Detail in Billing Process
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Overview - Open Billing Detail - Learning Video Duration: 15 min

Learn about the role of Open Billing Detail within the Billing Module, explain the different statuses that can be found on the Open Billing Detail Report, and demonstrate how to adjust transactions in Open Billing Detail by using a specific screen.

Topics covered:
Open Billing Detail - 3m51s
Open Billing Detail Status Field - 3m58s
Adjust Open Billing Detail Records - 4m45
Purge Information - 1m10s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Overview - Project Billing Information and Customers - Learning Video Duration: 13 min

Learn about the various aspects of the Project Billing Information screen and demonstrate how to set it up, including a demonstration on how to enter a customer into the Manage Customers screen, which can then be used in the Billing module.

Topics covered:
Project Billing info - 7m52s
Accounts Receivable - Manage Customers - 4m04s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Overview - Module Initialization and Controls - Learning Video Duration: 14 min

Learn about the configuration of the Billing Settings and how to set up multiple screens in the Billing Controls area of Costpoint.

Topics covered:
Configure Billing Settings - 4m
Billing User Groups - 2m04s
Remittance Address - 58s
Billing Standard Text - 1m40s
Billing Taxability - 2m07s
Manage Other Changes - 2m02s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Overview - Billing Process Flows - Learning Video Duration: 8 min

Learn about the basic process flows in Billing for Costpoint, covering the Billing Process Flow overview, the sources of Billable Transactions and its destination, and the critical ingredients to the Billing Process recipe.

Topics covered:
Billing Process Flow - 1m26s
Sources of Billable Transactions - 58s
Destination of Billed Transactions - 2m05s
Critical Ingredients to the Billing Process Recipe - 1m59s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Billing Procedures Part 1 - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the ceilings for restricting the billing amount, the role of codes on ceiling screens, and provides demonstrations when to use the Milestone, Fixed Price and Manual billing. This course is part of the Billing Series and is part 1 of 2 courses.

Topics Covered:
Restricting the Billing Amount
Milestone, Fixed Price and Manual Billing
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Billing Procedures Part 2 - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the purpose of a work force in controlling labor charges against any type of project, know the difference between Employee Work Force screens, and time and material formulas. This course is part of the Billing Series and is part 2 of 2 courses.

Topics Covered:
Employee Work Force and Vendor Work Force Screens
Time and Material Formulas
Rate Type Codes
Rate Sequence Table
Load Labor Rates Process
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Procedures - Billing Cost Plus - Learning Video Duration: 11 min

Learn about the basic processing steps for a Cost Plus bill, including where and how to view records that can be included on an invoice, calculating and reviewing the created invoice, printing a draft bill to review for accuracy and printing a final invoice for your customer, as well as, posting the cost plus invoice.

Topics covered:
Project Overview - Cost Plus Invoice - 49s
Check records included in the invoice - 2m
Calculate the invoice - 1m06s
Manage Standard Bills - 1m22s
Print a draft copy - 1m09s
Print a final copy - 1m
Post Standard Bills - 2m27s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Procedures - Milestone Billing - Learning Video Duration: 14 min

Learn about why it is such a dynamic invoice format, speak to its benefits in general and demonstrate the basic processing steps for this type of invoice, from creating a Milestone Percent Complete invoice through posting it.

Topics covered:
Reasons why Milestone Percent Complete Billings can be Used - 2m10s
Milestone Percent Complete Billing Processing Area - 8m38s
Post Milestone Percent Complete Bills - 1m52s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Procedures - Invoice Ceilings - Learning Video Duration: 8 min

Learn about he various types of ceilings and explain at what level of the project they can exist, discuss the Total Ceilings screen and explain the meaning of BARN codes and their uses, which types of codes are traditionally implemented on the Funding and Value sides, and the appearance of numeric values in this screen.

Topics covered:
Ceilings for Billing - 1m26s
Overrides for Billing - 35s
Manage Project Total Ceilings - 4m29s
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Procedures - Scheduled Bills - Learning Video Duration: 13 min

Learn about the benefits of a Schedule Fixed Price invoice, the processing steps of posting this type of invoice as well as show the desired results.

Topics covered:
Benefits and Uses of a Schedule Fixed Price Invoice - 54s
Processing Steps for a Fixed Price Schedule Bill - 2m59s
Calculate Bills and Review Onscreen Invoice - 3m45s
Posting an Invoice - 2m57s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Procedures - Manual Bills - Learning Video Duration: 9 min

Learn about the appropriate way to use the Manage Manual Bills screen to record an invoice, what billing formulas to use and the processing steps for entering and posting a Manual Bill.

Topics covered:
Uses and Processing Steps for Manual Bills - 2m08s
Entering Billing information - 3m36s
Posting a Manual Bill - 2m33s
  • Billing Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Procedures - Time and Materials Billing Formulas and Formats - Learning Video Duration: 13 min

Learn about the term "T&M” and how it can mean different things to different people and industries, what each of the Time and Materials billing formulas exactly does and also discuss the different formats that can be used with T&M type billings.

Topics covered:
Various Meanings of Time and Material - 1m26s
Time and Material Formulas - 6m55s
Billing Format Creation - 3m31s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Procedures - Time and Materials Invoice Processing - Learning Video Duration: 13 min

Learn about the role of the Load Labor Rates process and demonstrate the steps for processing a Time & Material bill, including posting the invoice.

Topics covered:
Records Review - 1m20s
Load Labor Rates - 2m35s
Calculate Standard Bills - 54s
Manage Standard Bills - 1m34s
Print a Draft Copy - 1m14s
Print Final Invoice and Post Standard Bills - 4m01s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Procedures - Project Workforce, PLCs and Rate Sequence - Learning Video Duration: 19 min

Learn about the steps for setting up a work force, creating Project Labor Categories and assigning them to a project, entering billing rates on your PLCs, and where to define the Rate Sequence on your T&M project. 

Topics covered:
Project Workforce - 3m58s
Project Labor Categories - 7m04s
Rate Sequence - 4m04s
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Billing Formats - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the procedures for setting up the Project Billing Info screen. This course is part of the Billing Series.

Topics Covered:
Formatting Screen
Causes of OTHER Line in an Invoice
Setup Screens that Capture Historical Billing Information
Open Billing Details and Close Billing Details
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Reversing Standard Bills and Billing History - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the details about the billing history screens and their corresponding table names. It also includes an in-depth discussion about reversing previously invoiced transactions, and multiple troubleshooting tips regarding possible errors when reversing an invoice. This course is part of the Billing Series.

Topics Covered:
Standard Billing History application screens
Reversing a standard invoice
Troubleshooting tips
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Progress Payments - Self-Paced Learning Duration: 46 min

Learn about the Progress Payment Billing and Delivery Invoices functionality in Costpoint, covering how to set up and execute the 1443 billing and then how to print and post the bill.
Topics covered:
Setup for Progress Payments and Delivery Invoices - 10m49s
Processing for Progress Payments and Delivery Invoices - 10m30s
Printing and Posting for Progress Payments and Delivery Invoices - 18m
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Unbilled Receivables - Clickguide Duration: 30 min read

Learn about the Unbilled Receivables Account for Costpoint. It introduces this account as the representation of all billing and revenue recognition activity.

Topics covered:
6 to 1: Tables to Account
Process Flows
5 systematic Errors
Unbilled Analysis Report
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Billing Series: Workshop (DLL) - Virtual Live Class Duration: 3hrs

This Virtual Live Class is part of the Billing Series and covers the activities taught in the following courses: Costpoint Fundamentals Series: Navigation Part 1
Costpoint Fundamentals Series: Navigation Part 2
Costpoint Billing Series: Overview
Costpoint Billing Series: Billing Procedures (Part 1)
Costpoint Billing Series: Billing Procedures (Part2)
Costpoint Billing Series: Billing Formats.

Topics Covered:
Cost Plus Contract Billing
Milestone Billing
Fixed Price - Schedule Billing
Time and Materials Billing
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll - Functional Reference Guide Duration: 60m read

This guide covers the primary control screens that must be configures to initialize the Costpoint Payroll module, and how to navigate and configure screens relevant to initialization under the following application groups: Payroll Controls, Employee Controls, and Federal/State/Local Taxes. This clickguide also covers the employee life cycle in Costpoint from recruitment to termination, the different types of potential garnishment, and how to navigate the following applications: Manage Deductions, Manage Garnishment Recipients, Manage Federal Tax Levy Exemptions, Manage Minimum Wage, Manage State Support Order Rules, and Manage Employee Garnishments. 

Topics covered:
Compute Payroll
Employee
Garnishment
Multi-State Taxes
Reports and Inquiries
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series - Quick Reference Guide Duration: 10m read

Learn about updating employee salary information and how to terminate an employee in Costpoint using the process flows. This guide also summarizes the data needed to set up basic employee information, employee salary information, and employee payroll information.

Topics covered:
New Employee Setup Checklist
Employee Information Update and Employee Termination Process Flows
Module Initialization Checklist
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: New Employee Setup - Virtual Live Class Duration: 2hrs

This Virtual Live Class focuses on the employee life cycle in Costpoint from recruitment to termination. This course is part of the Payroll Series.

Topics Covered:
Setup of Basic Information
Salary Information
Payroll Details for New Employee
Employee Information Update and Termination
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: New Employee Setup - Self-Paced Learning Duration: 40 min

Learn about the employee life cycle in Costpoint from recruitment to termination. This covers the process for the following: setup of basic information, salary information, and payroll details for a new employee, employee information update, and termination. 

Topics covered:
New Employee Setup - 28m53s
Employee Information Update - 4m57s
Employee Termination - 2m
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: New Employee Information Update and Termination - Learning Video Duration: 13 min

Learn about the steps on how to update the employee's information and how to terminate an employee.

Topics covered:
Employee Update Information - 6m05s
Employee Termination - 5m18s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: New Employee Payroll Setup - Learning Video Duration: 21 min

Learn about the Employee Payroll Setup that includes demonstrations for Taxes, Deductions, Contributions, and Bank Infor subtasks/screens.

Topics covered:
Employee Payroll Setup - 52s
Tax Details - 6m20s
Employee Deductions - 5m05s
Employee Contributions - 2m21s
Direct Deposit - 6m32s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Employee and Tax Controls - Learning Video Duration: 30 min

Learn about the important screens for Employee and Tax Controls that are necessary to set up your employees for payroll.

Topics covered:
Employee Controls - 10m43s
Tax Controls - Federal Taxes - 7m18s
Tax Controls - State Taxes - 6m24s
Tac Controls - Local Taxes - 4m
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Payroll Setup - Virtual Live Class Duration: 2hrs

This Virtual Live Class focuses on the primary control screens that must be configures to initialize the Costpoint Payroll module, and how to navigate and configure screens relevant to initialization under different application groups. This course is part of the Payroll Series.

Topics Covered:
Payroll Controls
Employee Controls
Federal/State/Local Taxes
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Salary Details - Learning Video Duration: 13 min

Learn about the Salary Details subtask of the Manage Employee Information screen.

Topics covered:
Salary Information - 9m10s
HR Information - 2m31s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Employee Life Cycle, Setup, and Information - Learning Video Duration: 19 min

Learn about the employee life cycle in Costpoint from recruitment to termination, and setup the basic employee information.

Topics covered:
Employee Life Cycle - 4m09s
New Employee Setup - 1m
Employee Information - 12m47s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Configure Payroll Settings - Learning Video Duration: 17 min

Learn about the primary control screens that needs to be configured and initialized in the Costpoint Payroll module.

Topics covered:
Payroll Setup - 44s
Configure Payroll Settings - 14m25s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Manage Pay Periods and Paycheck Settings - Learning Video Duration: 11 min

Learn about the functions available for the Manage Pay Periods and Configure Paycheck Settings screens.

Topics covered:
Manage Pay Periods - 5m21s
Configure Paycheck Settings - 3m48s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Direct Deposit Setting and Manage Deductions - Learning Video Duration: 22 min

Learn about the Configure Direct Deposit Settings and Manage Deductions and what is required for each screen.

Topics covered:
Configure Direct Deposit Settings - 5m23s
Manage Deductions - 15m09s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Garnishments - Virtual Live Class Duration: 1hr

This Virtual Live Class focuses the different types of potential garnishment, and how to navigate the applications. This course is part of the Payroll Series.

Topics Covered:
Manage Deductions
Manage Garnishment Recipients
Manage Federal Tax Levy Exemptions
Manage Minimum Wage
Manage State Support Order Rules
Manage Employee Garnishments

- Manage Garnishment Recipients
- Manage Federal Tax Levy Exemptions
- Manage Minimum Wage
- Manage State Support Order Rules
- Manage Employee Garnishments
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Garnishments - Self-Paced Learning Duration: 60 min

Learn about the different types of potential garnishment, and how to navigate the following applications: Manage Deductions, Manage Garnishment Recipients, Manage Federal Tax Levy Exemptions, Manage Minimum Wage, Manage State Support Order Rules, and Manage Employee Garnishments.

Topics covered:
Manage Garnishment Recipients - 2m49
Manage Federal Tax Levy Exemptions - 2m04s
Manage minimum Wage - 1m27s
Manage State Support Order Rules - 2m55s
Manage Employee Garnishments - 38m07s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Manage State Support Order Rules and Manage Employee Garnishment - Learning Video Duration: 18 min

Learn about the types of potential garnishments and navigate through the garnishment applications (Manage State Support Order Rules and Manage Employee Garnishment).

Topics covered:
Manage State Support Order Rules - 4m17s
Manage Employee Garnishment - 12m
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Garnishments Types and Applications - Learning Video Duration: 14 min

Learn about the types of potential garnishments and navigate thru the garnishment applications (Manage Deductions, Manage Garnishment Recipients, Manage Federal Tax Levy Exemptions, and Manage Minimum Wage).

Topics covered:
Garnishment Types - 5m28s
Manage Garnishment Recipients - 3m23s
Manage Federal Tax Levy Exemptions - 2m04s
Manage Minimum Wage - 1m28s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Multi-State Taxes - Virtual Live Class Duration: 1hr

This Virtual Live Class focuses on the tax calculation processes for employees who work in more than one state during a pay cycle. This course is part of the Payroll Series.

Topics Covered:
How Costpoint Calculate Multi-State Taxes
Employee Multi-State Withholding Taxes
Compute Payroll Application
Employee Breakdown of Taxes per State
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Multi-State Taxes - Self-Paced Learning Duration: 15 min

Learn about the tax calculation processes for employees who work in more than one state during a pay cycle. It is intended for users who process employee withholding taxes for their organizations. 

Topics covered:
Manage State Taxes - 1m05s
Manage Reciprocal State Taxes - 1m57s
Manage Pay Periods - 1m03s
Manage Employee Taxes - 2m14s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Multi-State Taxes - Learning Video Duration: 21 min

Learn about the functions for Multi-State Taxes available in the Payroll Module. 

Topics covered:
Manage Pay Periods - 1m31s
Manage State Taxes - 1m
Manage Reciprocal State - 3m10s
Manage employee Information - 2m13s
Labor - Timesheet Defaults - 2m10s
Multi-State Residency Computation - 6m21s
Compute and Print Payroll - 2m30s
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Compute Payroll - Virtual Live Class Duration: 2hrs

This Virtual Live Class focuses on the payroll computation process from timesheet to paycheck. This course is part of the Payroll Series.

Topics Covered:
Payroll Computation Process
Payroll Processing Applications
Excess Life Deductions
Pending Employee Bank Info
Compute Payroll
Payroll Records
ACH Bank File
Payment Advices
Print Paychecks
Year-End Processing
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Reports and Inquiries - Virtual Live Class Duration: 2hrs

This Virtual Live Class focuses on the standard inquiries and reports for reviewing labor-based data. This course is part of the Payroll Series.

Topics Covered:
Reviewing Labor-Based Data
Standard Labor Reports
Employee Earnings Report
Quarterly Federal Payroll Tax Report
Social Security and Medicare
Reconciliation Report
Quarterly State Unemployment Report
State Withholding Report
Local Withholding Report
Workers' Compensation Accrual Report
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Payroll Series: Workshop (DLL) - Virtual Live Class Duration: 3hrs

This Virtual Live Class is part of the Payroll Series and covers the activities taught in the following courses:
Costpoint Fundamentals Series: Navigation Part 1
Costpoint Fundamentals Series: Navigation Part 2
Costpoint Payroll Series: Setup
Costpoint Payroll Series: Employee
Costpoint Payroll Series: Garnishments
Costpoint Payroll Series: Multi-State Taxes
Costpoint Payroll Series: Compute Payroll
Costpoint Payroll Series: Reports and Inquiries.

Topics Covered:
Compute Payroll
Employee Setup
  • Controller
  • Super User
  • Payroll Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor - Functional Reference Guide Duration: 30m read

This guide covers how to navigate to the primary control screens relevant to the initialization of the Costpoint Labor module, and how to configure the Employee and Labor Attributes relevant to the module. 

Topics covered:
Overview
Labor Controls
Employee Setup
Timesheets
Posting and Correcting Timesheets
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series - Quick Reference Guide Duration: 10m read

Learn about the employee attributes and labor costing attributes that must be configured to set up the module. It also includes the data needed to configure basic employee information, employee salary information, and employee allowances and leave information.

Topics covered:
Labor Controls Setup Checklist
Employee Information Setup Checklist
Manage Timesheet Defaults
Labor Posting and Reporting
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Labor Controls - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers how to navigate to the primary control screens relevant to the initialization of the Costpoint Labor module, and how to configure the Employee and Labor Attributes relevant to the module. This course is part of the Labor Series.

Topics Covered:
Setting up Employee Attributes
Setting up the Labor Costing Attributes
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Overview and Controls - Learning Video Duration: 8min

This learning video will walk you through on how to navigate to the primary control screens relevant to the initialization of the Costpoint Labor module.

Topics covered:
Overview and Benefits - 4m
Process Flow - 3m 8s
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Employee Attributes - Learning Video Duration: 18min

This learning video will guide you on how to configure the Employee Attributes relevant to the Costpoint Labor module.

Topics covered:
Timesheet Periods - 5m 30s
Work Schedules - 4m 46s
General and Project Labor Categories - 4m 48s
Workers' Compensation Codes - 1m 53s
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Labor Costing Attributes - Learning Video Duration: 51min

This learning video will provide you knowledge on the Labor Costing Attributes. This also includes discussions on how to work on Pay Types and Allowances, and setting up Wage Determination and Overtime Controls.

Topics covered:
Overview - 16m
Pay Types - 8m 34s
Allowances - 6m 16s
Wage Determination - 10m 40s
Overtime Controls - 9m 20s
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Employee Setup - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the process of setting up an employee in the Costpoint Labor module. This course is part of the Labor Series.

Topics Covered:
Employee Information Setup
Employee Salary Setup
Employee Leave and Allowances Setup
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Employee Setup - Learning Video Duration: 23min

This learning video will guide you about the new employee setup, and setting up the salary information in the Labor module.

Topics covered:
Setting up an Employee - 9mins
Setting up the Salary Information - 11mins
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Timesheets - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the Costpoint Labor Timesheet. This course is part of the Labor Series.

Topics Covered:
Labor Process Flow
Manage Timesheets, types, entry, and its defaults
Labor Proration
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Timesheets - Recorded Session This 2-hour course focuses on the Costpoint Labor Timesheet. It is intended for users who manage their organization's labor and timesheet processes. This course is part of the Labor Series.
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Labor Posting and Reporting - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the processes of posting and correcting timesheets, creating special timesheets, and querying and generating labor data and reports. This course is part of the Labor Series.

Topics Covered:
Auto-Pay Timesheets
Reversing Timesheets
Reports and Inquiries
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Labor Posting and Reporting - Learning Video Duration: 36min

This learning video will help you learn about the posted and unposted timesheets, how to configure and manage the correcting of timesheets, and the three types of special timesheets.

Topics covered:
Manage Correcting and Posting timesheets - 12mins
3 special timesheets (Autopay, Reversing, and Retroactive - 12mins
Reports, Inquiries and Printing of Timesheets - 11mins
  • Controller
  • Super User
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Labor Series: Labor/Leave Workshop (DLL) - Virtual Live Class This 3-hour course is part of the Labor Series. It covers the activities taught in the following courses: Costpoint Fundamentals Series: Navigation Part 1 Costpoint Fundamentals Series: Navigation Part 2 Costpoint Labor Series: Labor Controls Costpoint Labor Series: Employee Setup Costpoint Labor Series: Timesheets Costpoint Labor Series: Labor Posting & Reporting Costpoint Leave Series: Leave Setup Costpoint Leave Series: Leave Processing

Topics Covered:
Labor Controls
Employee Attributes
Manage Allowances
Wage Determination Controls
Overtime Premium Recasting
Set up Employees
Manage, Post, and Correcting Timesheets
Allowance Lines
Leave Controls
Employee Leaves
Leave Accruals and Usage
  • Controller
  • Super User
  • Labor Specialist
  • Leave Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Leave - Functional Reference Guide Duration: 20m read

This guide covers the details on the leave processing flow, Process Leave and Accruals Usage, and create Leave Payout Timesheets. It also includes the two leave pay accounting methods, enumerate the different leave balance ceiling methods and leave accrual method codes, navigate the application screens relevant to the Leave setup, and how to configure the leave control screens.

Topics covered:
Leave Setup
Leave Processing
  • Controller
  • Super User
  • Leave Specialist
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Leave Series - Quick Reference Guide Duration: 7m read

Learn how to initialize the Costpoint Leave module using this checklist. This lists the five application screens that need to be configured to set up leave controls. This also shows how to link employees to leave the information on the Manage Employee Information screen, so they could receive leave benefits.

Topics covered:
Leave Controls Setup Checklist
Leave Process Flow and Employee Leave Management
  • Controller
  • Super User
  • Leave Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Leave Series: Leave Setup - Virtual Live Class Duration: 1hr

This Virtual Live Class covers how to differentiate the two leave pay accounting methods, enumerate the different leave balance ceiling methods and leave accrual method codes, navigate the application screens relevant to the Leave setup, and how to configure the leave control screens. This course is part of the Labor Series.

Topics Covered:
Leave Process flow and controls
Leave pay accounting and balance ceiling methods
Manage Employee Leave
  • Controller
  • Super User
  • Leave Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Leave Series: Leave Setup - Recorded Session In this 1-hour course, you will learn how to differentiate the two leave pay accounting methods, enumerate the different leave balance ceiling methods and leave accrual method codes, navigate the application screens relevant to the Leave setup, and how to configure the leave control screens.
  • Controller
  • Super User
  • Leave Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Leave Series: Leave Processing - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the details on the leave processing flow, how to demonstrate the Process Leave and Accruals Usage, and create Leave Payout Timesheets. This course is part of the Labor Series.

Topics Covered:
Manage Leave Edit Table and Employee
  • Controller
  • Super User
  • Leave Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Leave Series: Leave Processing - Recorded Session In this 1-hour course, you will learn the details on the leave processing flow, how to demonstrate the Process Leave and Accruals Usage, and create Leave Payout Timesheets.
  • Controller
  • Super User
  • Leave Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Leave Reconciliation - Self-Paced Learning Duration: 40 min

Learn about Leave Reconciliation functionality in Costpoint, including Reconciling Leave by Account, Reconciling Leave by Employee, the processing steps and descriptions for each method, how the system computes realized gains and losses when Multicurrency is enabled and the other system calculations for other leave information.

Topics covered:
Reconciliation Leave by Account - 6m06s
Reconciliation Leave by Employee - 22m30s
Realized Gains/Loses and Other Calculations Explained - 5m
  • Controller
  • Super User
  • Leave Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint GL Month End Series - Quick Reference Guide Duration: 10m read

Learn about the five phases of the GL Month End closing process in this guide. This also includes basics of recording journal entries, the first phase in the 5R month-end closing process.

Topics covered:
5R Closing
Month End Overview and Recording Journal Entries
Rate Computation and Recognizing Revenue
Reconciliation and Financial Reporting
Streamlining the Month End Process
  • Controller
  • Super User
  • General Ledger Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint GL Month End Series: Part 1 - Month End Overview and Recording Journal Entries - Virtual Live Class Duration: 3hrs

This Virtual Live Class covers the 5Rs of closing the month end, the duality and the key tables of both the General Ledger and Project Ledger, and period control. This course focuses on recording entries into the General Ledger including adjusting, recurring, and reversing journal entries. This is part one of three courses for Costpoint GL Month End Series.

Topics Covered:
Capabilities and Components of Costpoint 7
Types of Security within Costpoint
Lookups and Data Retrieval
Manipulate Table Interface of Costpoint
Role of Fiscal Period in Costpoint Transaction
  • Controller
  • Super User
  • General Ledger Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint GL Month End Series: Part 1 - Month End Overview and Recording Journal Entries - Recorded Session This 3-hour course explains the 5Rs of closing the month end, the duality and the key tables of both the General Ledger and Project Ledger, and period control. This course focuses on recording entries into the General Ledger including adjusting, recurring, and reversing journal entries. This is part one of three courses for Costpoint GL Month End Series.
  • Controller
  • Super User
  • General Ledger Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint GL Month End Series: Part 2 - Rate Computation and Recognizing Revenue - Virtual Live Class Duration: 2hrs

This Virtual Live Class explains the burdening process, computing burden, and revenue recognition. This course focuses on rate application, pool processing and revenue computation. This is part two of three courses for Costpoint GL Month End Series.

Topics Covered:
Compute Burden Process in Project Ledger
Core Tables of Project Ledger
Revenue Computation Process
Computation and Review of Revenue
  • Controller
  • Super User
  • General Ledger Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint GL Month End Series: Part 2 - Rate Computation and Recognizing Revenue - Recorded Session This 2-hour course explains the burdening process, computing burden, and revenue recognition. This course focuses on rate application, pool processing and revenue computation. This is part two of three courses for Costpoint GL Month End Series.
  • Controller
  • Super User
  • General Ledger Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint GL Month End Series: Part 3 - Reconciliation and Financial Reporting - Virtual Live Class Duration: 3hrs

This Virtual Live Class covers the reconciling factors and techniques for completing the month end process. This course demonstrates how to setup, review, and print financial reports and statements. This is part three of three courses for Costpoint GL Month End Series.

Topics Covered:
General Ledger Control Accounts
Unbilled Receivable Analysis
General Ledger Posting Summary Reconciliation
Financial Statement Summary Table
Reference Summary and Labor History Reconciliation
Create and Modify a Financial Statement
Standard Reports Available from Costpoint
  • Controller
  • Super User
  • General Ledger Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint GL Month End Series: Part 3 - Reconciliation and Financial Reporting - Recorded Session This 3-hour course demonstrates the reconciling factors and techniques for completing the month end process. This course demonstrates how to setup, review, and print financial reports and statements. This is part three of three courses for Costpoint GL Month End Series.
  • Controller
  • Super User
  • General Ledger Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable - Functional Reference Guide Duration: 45m read

This guide covers how to set up of the Accounts Payable Voucher, and Vendor Control applications, identify the primary process flow associated with an Accounts Payable transaction and identify the purpose of establishing a default Accounts Payable and Cash Account.

Topics covered:
Controls
Vendor Setup
Entering CP Vouchers
Inquiry and Reports
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series - Quick Reference Guide Duration: 15m read

Learn about the role of AP in the accounting process, the AP process flow, the AP controls setup screens, and the voucher approval process. It also covers vendor types, adding and approving new vendors, and setting up Electronic Fund Transfers for vendors.

Topics covered:
Overview and Controls
Vendor Setup
Vouchers
Payments
EFT Payment Notifications
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series: Overview and Controls - Virtual Live Class Duration: 1hr

This Virtual Live Class covers how to set up of the Accounts Payable Voucher, and Vendor Control applications. This course is part of the Accounts Payable Series.

Topics Covered:
Setup Accounts Payable, Voucher, and vendor Control Applications
Accounts Payable Transaction Process Flow
Establish Default Accounts Payable and Cash Account
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series: Overview and Controls - Learning Video Duration: 1hr

This learning video covers how to set up the Accounts Payable Voucher, and Vendor Control applications. This course is part of the Accounts Payable Series.

Topics covered:
Process Flow - Accounts Payable controls, Vouchers and Vendors
Accounts Payable control applications
Configuring Accounts Payable settings
Configuring Voucher and Vendor Approver settings
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series: Vendor Setup - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the procedures of various vendor types including commercial, subcontractor, and employee vendors, procedures for deactivating a vendor and for setting up Electronic Funds Transfer of vendors. This course is part of the Accounts Payable Series.

Topics Covered:
Setup Vendor Types
Commercial, Subcontractor, and Employee Vendors
Deactivate a Vendor
Setup Electronic Fund Transfer of Vendors
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series: Vendor Setup - Learning Video Duration 35min

This learning video covers how to set up vendors and Vendor Approval in Costpoint. This course is part of the Accounts Payable Series.

Topics covered:
Process Flow - Vendor Setup and Approval
Vendor Types - Commercial, Subcontractor, and Employee
Setting up Electronic Funds Transfer (EFT)
Approving and deactivating vendors
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series: Vouchers - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the procedures for entering an Accounts Payable Voucher. This course is part of the Accounts Payable Series.

Topics Covered:
AP Voucher Inquiries and Reports
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series: Vouchers - Recorded Session In this 2-hour course, you will learn the procedures for entering an Accounts Payable Voucher, and how to view and run its inquiries and reports. This course is part of the Accounts Payable Series.
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series: Payments - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the methods for selecting vouchers for payment, define the set up options for printing checks using a preprinted form or a blank laser, and identify the steps to void and re-issue a check. This course is part of the Accounts Payable Series.

Topics Covered:
Methods for Selecting Vouchers for Payments
Setup Options for Printing Checks
Void and Re-Issue a Check
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series: Payments - Learning Video Duration 1hr 22min

This learning video defines the methods for selecting vouchers for payment, setup options for printing checks, and the steps to void and re-issue a check.

Topics covered:
Process flows for Voucher Selection, Vendor Payment, and Voiding Checks
Electronic Fund Transfer
Printing and Posting Checks
1099 Form
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Payable Series: Workshop (DLL) - Virtual Live Class Duration: 3hrs

This Virtual Live Class is part of the Accounts Payable Series and covers the subject matter taught in the following courses:
Costpoint Fundamentals Series: Navigation Part 1
Costpoint Fundamentals Series: Navigation Part 2
Costpoint Accounts Payable Series - Overview & Controls
Costpoint Accounts Payable Series - Vendor Setup
Costpoint Accounts Payable Series - Accounts Payable Vouchers
Costpoint Accounts Payable Series - Accounts Payable Payments

Topics Covered:
Vendor, Employee Vendor, and Vouchers creation
EFT setup and payment
Manual check methid and void checks
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Receivable - Functional Reference Guide Duration: 45m read

This guide covers configuring and setting up of the accounts receivable control screens, entering customers, and the setup and computing of finance charges on invoices. It delves into how to enter and post cash receipts, including Unknown cash receipts, and the various accounts receivable reports. 

Topics covered:
Accounts Receivable Controls
Cash Receipts Processing
Reports and Inquiries
Accounts Receivable Utilities
  • Accounts Receivable
  • Controller
  • Super User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Receivable Series: From Start to Finish - Virtual Live Class Duration: 2hrs

This Virtual Live Class focuses on configuring and setting up of the accounts receivable control screens, entering customers, and the setup and computing of finance charges on invoices. This course is part of the Accounts Receivable Series.

Topics Covered:
Enter and Post Cash Receipts
Unknown Cash Receipts
Accounts Receivable Reports
  • Accounts Receivable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Receivable Series: From Start to Finish - Recorded Session This 2-hour course focuses on configuring and setting up of the accounts receivable control screens, entering customers, and the setup and computing of finance charges on invoices. It delves into how to enter and post cash receipts, including Unknown cash receipts, and the various accounts receivable reports. This course is part of the Accounts Receivable Series.
  • Accounts Receivable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounts Receivable Series: From Start to Finish - Infographic Duration: 5 min read

Learn about the information required or displayed in the subtasks under Manage Customer and Manage Accounts Receivable History, and also covers the steps in recording and clearing unknown invoices.

Topics covered:
Customers Subtask
Recording an Unknown Invoice
Clearning the Unknown Invoice
Accounts Receivable History Subtask
  • Accounts Receivable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounting Series: Advanced Salary Cap Feature (DLL) - Virtual Live Class Duration: 3hrs

This Virtual Live Class will guide you in understanding the purpose of the Salary Cap feature and how to best use it in your daily work. This course is part of the Accounting Series.

Topics Covered:
Applying Salary Cap
Supporting 6 day Pay
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Accounting Series: Entering Vendor Labor on Purchase Order - Infographic This focuses on the process of Vendor Labor Vouchers within the Purchase Order and provides the steps on how to enter it to the system. This is part of the Accounting Series.

[Keywords and Related Searches - print out, cheat sheet, quick reference, voucher line, glc, plc, vendor labor, effective billing date, labor details, timesheet hours]
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Bank Reconciliation - Self-Paced Learning Duration: 35 min

Learn about the steps in the monthly bank reconciliation process, including a printable infographic containing an introduction to bank reconciliation and a process checklist. The videos here demonstrate the entire process flow, from the preliminary steps to the printing of bank reconciliation summary and detail reports.

Topics covered:
Print General Ledger Detail Report - 2m18s
Update Cash Accounts - 1m42s
Manage Bank Statement Information - 3m51s
Create Bank Transaction History - 2m21s
Accept Bank Transactions - 5m24s
Accept Bank Transactions (MAN) - 4m20s
Adjust Current Balances - 2m42s
View Bank Reconciliation Summary - 1m50s
Print Bank Reconciliation Summary and Detail Reports - 2m12s
  • Controller
  • Super User
  • General Ledger Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Multicurrency - Self-Paced Learning Duration: 40 min

Learn about how to setup and initialize the Multicurrency, identify how Multicurrency interacts with A/P, Billing and A/R and how to process unrealized gains/losses.

Topics covered:
Currency Setup - 1m read
Configure Company - 2m read
Multicurrency Setup - 7m read
Exchange Rate Setup - 10m read
General Ledger - 1m read
Accounts Payable - 5m read
Accounts Receivable - 2m read
Cash Management - 1m read
Billing - 2m read
Processing - 7m read
Reporting - 2m read
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • Controller
  • Super User
  • General Ledger Specialist
  • Labor Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fixed Assets - Functional Reference Guide Duration: 60m read

This guide covers configuring the setup screens, how to enter a fixed asset record and how to auto-create a fixed asset from an accounts payable/purchase order voucher, how to compute depreciation, close the fixed asset accounting period, reconcile the fixed assets to the general ledger, and utilize the various reports.

Topics covered:
Fixed Assets Controls
Fixed Assets Management
Fixed Assets Deprecation
Fixed Assets Reports
  • Controller
  • Super User
  • Fixed Asset Specialist
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fixed Assets Series - Quick Reference Guide Duration: 10m read

Learn about the methods to entering master record data, asset initialization, computing time status, auto creation process, and disposal methods.

Topics covered:
Fixed Asset Controls
Fixed Asset Management
Fixed Asset Depreciation and Reports
  • Controller
  • Super User
  • Fixed Asset Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fixed Assets Series Part 1: Fixed Asset Controls - Virtual Live Class Duration: 1hr

This Virtual Live Class covers setup screens for fixed asset. This is part one of the Fixed Assets four-part series.

Topics Covered:
Setting-Up Property Types
Classifications Codes
Depreciation Methods
  • Controller
  • Super User
  • Fixed Asset Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fixed Assets Series Part 1: Fixed Asset Controls - Recorded Session In this 1-hour course, you will learn about configuring the setup screens for fixed asset. Included you will learn about setting up property types, classifications codes, and various depreciation methods. This is part one of the Fixed Assets four-part series.
  • Controller
  • Super User
  • Fixed Asset Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fixed Assets Series Part 2: Fixed Asset Management - Virtual Live Class Duration: 3hrs

This Virtual Live Class covers how to enter a fixed asset record and how to autocreate a fixed asset from an accounts payable/purchase order voucher. This is part two of the Fixed Assets four-part series.

Topics Covered:
Make Changes to Existing Assets
Properly Dispose of an Asset
Create Leasehold Improvements
  • Controller
  • Super User
  • Fixed Asset Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fixed Assets Series Part 2: Fixed Asset Management - Recorded Session In this 3-hour course, you will learn how to enter a fixed asset record and how to autocreate a fixed asset from an accounts payable/purchase order voucher. You will learn how to make changes to existing assets, and how to properly dispose of an asset. Included you will understand how to create leasehold improvements. This is part two of the Fixed Assets four-part series.
  • Controller
  • Super User
  • Fixed Asset Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fixed Assets Series Part 3: Fixed Asset Depreciation and Reports - Virtual Live Class Duration: 1hr

This Virtual Live Class covers how to compute depreciation, close the fixed asset accounting period. This is part three of the Fixed Assets four-part series.

Topics Covered:
Reconcile Fixed Assets to the General Ledger
Utilize Various Reports
  • Controller
  • Super User
  • Fixed Asset Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fixed Assets Series Part 3: Fixed Asset Depreciation and Reports - Recorded Session In this 1-hour course, you will learn how to compute depreciation, close the fixed asset accounting period, reconcile the fixed assets to the general ledger, and utilize the various reports. This is part three of the Fixed Assets four-part series.
  • Controller
  • Super User
  • Fixed Asset Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Fixed Assets Series: Fixed Assets Workshop (DLL) - Virtual Live Class Duration: 3hrs

This Virtual Live Class is part four of the Fixed Assets Series. This course is a hands-on activities that encompass all of the topics covered in the Fixed Assets Series. It is recommended that before you attend the workshop you have completed the Costpoint Fundamentals Series and all of the courses in the Costpoint Fixed Asset Series.

Topics Covered:
Fixed Assets Controls and Master Record
Asset Autocreation
Monthly Processing
Disposals
  • Controller
  • Super User
  • Fixed Asset Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Pools Series - Quick Reference Guide Duration: 10m read

Learn about the Cost Allocation Mechanisms of Costpoint Pools, this guide defines relevant concepts like Service Centers, Cost Pools, Project Transfer, and Multi-Job Allocation. This also includes an overview of the pool processing cycle in Costpoint Pools, from the creation of pool links to the posting of pool journals.

Topics covered:
Allocation Mechanisms
Processing, Replication, & Specialized Pools
Project Transfer & Multi-Jobs
  • Controller
  • Super User
  • Pools Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Pools Series: Allocation Mechanisms - Virtual Live Class Duration: 2.5hrs

This Virtual Live Class focuses on the four allocation mechanisms within Costpoint cost pool, service center, multi-job allocation and project transfer. This course is part of the Pools Series.

Topics Covered:
Compare and Contrast Differences between Tools
Concept and Key Features of Each Tool
Setup Screens for Cost Pool and Service Center
  • Controller
  • Super User
  • Pools Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Pools Series: Allocation Mechanisms - Recorded Session This 2-hour course defines each of the four allocation mechanisms within Costpoint cost pool, service center, multi-job allocation and project transfer. It compares and contrast major differences between each tool. It delves into the concepts and key features of each tool and covers various setup screens for the cost pool and service center. This course is part of the Pools Series.
  • Controller
  • Super User
  • Pools Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Pools Series: Processing, Replication, & Specialized Pools - Virtual Live Class Duration: 2hrs

This Virtual Live Class focuses on the correct steps for pool processing, discusses special set up and processing for reclass and intermediate pools, how to replicate pools and how to change the pool base mid-year. This course is part of the Pools Series.

Topics Covered:
Statement of Indirect Expenses purpose
Rate Application Table (RAT) primary role
Method of reconcilliation of the SIE
  • Controller
  • Super User
  • Pools Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Pools Series: Processing, Replication, & Specialized Pools - Recorded Session This 2-hour course focuses on the correct steps for pool processing, discusses special set up and processing for reclass and intermediate pools, how to replicate pools and how to change the pool base mid-year. This course is part of the Pools Series.
  • Controller
  • Super User
  • Pools Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Pools Series: Project Transfer & Multi-Jobs - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class focuses on identifying the set up procedures for using project transfer and discusses the unique constraints of this feature. This course is part of the Pools Series.

Topics Covered:
Definitions of Uses for Multi-Job Allocation
Allocation Base Methodologies and Procedures for Processing
  • Controller
  • Super User
  • Pools Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Pools Series: Project Transfer & Multi-Jobs - Recorded Session This 1.5-hour course focuses on identifying the set up procedures for using project transfer and discusses the unique constraints of this feature. This also includes definitions of the uses for the multi-job allocation and discusses its allocation base methodologies and procedures for processing. This course is part of the Pools Series.
  • Controller
  • Super User
  • Pools Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Pools Series: Cost of Money - Clickguide Duration: 15 min read

Learn about the process of calculating Cost of Money in Costpoint, including the screens required to set up Cost of Money and the reports and bills where Cost of Money can be viewed. 

Topics covered:
Process Flow: Cost of Money
Cost of Money Processing
Input Cost of Money Rates
Apply Cost of Money Rates
Compute Cost of Money Rates
View Cost of Money
  • Controller
  • Super User
  • Pools Specialist
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Costpoint Materials Management - Functional Reference Guide Duration: 90m read

This guide covers the work centers, document management processes, setup and maintenance of controls, various Bills of Material reports, and the manufacture and engineering of Bills of Material. This also covers the Inventory module, its controls, and the various types of inventory transactions that can be performed within the Costpoint Materials Inventory Module. 

Topics covered:
Bill of Material
Engineering Change Notices
Inventory
Purchase Order Controls
Product Definition
Purchase Requisitions Controls
Routings and Production Control
Sales Order Entry
  • Super User
  • Materials Specialist
  • DLZ Functional Guide
Costpoint Materials Management Series - Quick Reference Guide Duration: 20m read

Learn about parts, goods, and services and how to configure product definition settings. It also provides details about the purchasing workflow, approval status, and how to request for vendor quotes.

Topics covered:
Product Definition
Purchase Requisition
Purchase Orders
Supplier Portal Overview
Supplier Portal Buyer Dashboard
Supplier Portal Buyer Actions
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Inventory - Recorded Session This 2-hour course focuses on the Inventory module, its controls, and the various types of inventory transactions that can be performed within the Costpoint Materials Inventory Module. This course is part of the Materials Management Series.
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Bills of Material - Recorded Session This 1.5-hour course covers the work centers, document management processes, setup and maintenance of controls, various Bills of Material reports, and the manufacture and engineering of Bills of Material. This course is part of the Materials Management Series.
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Sales Order Entry - Recorded Session This 2-hour course focuses on the Sales Order module, its controls, order entry and invoicing, and issuing and shipping transactions that can be performed within the Costpoint Materials Sales Order Module. This course is part of the Materials Management Series.
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Routings and Production Control - Recorded Session This 1-hour course focuses on how to identify and perform the Routings' sequence of steps, execute various Engineering Change Notices (ECNs) procedures, and define the important screen parts of Compute Material Requirements and Manufacturing Order. This course is part of the Materials Management Series.
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Engineering Change Notices (ECN) - Recorded Session This 1-hour course focuses on the Engineering Change Notices and how to to identify and process modifications to design and processing information. It also provides examples for how to use ECN to add new parts, add a revision, replace a BOM and add a routing step, and how to obsolete a part. This course is part of the Materials Management Series.
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Product Definition - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the item master setup of parts, goods, and services. This course is part of the Materials Management Series.

Topics Covered:
Setup Vendors
Apply Preferred Vendor Status to Item Master
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Product Definition - Learning Video Duration: 33 minutes

This learning video will walk you through the items purchased and sold using the Materials module, introduction on product definition settings, and setting up vendors. This course is part of the Materials Management Series.

Topics covered:
Configure Product Definition application
Items: Parts, Goods, and Services
Manage Vendors
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Purchase Requisition - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers how to enter Purchase Requisition items and prepare the requisition to be generated into the Purchase Order. This course is part of the Materials Management Series.

Topics Covered:
Setup and view Purchase Requisition Controls
Enter, print and approve a Purchase Requisition
Purchase Order information
Manage Vendor Quotes
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Purchase Requisition - Recorded Session In this 1-hour course, you will learn how to enter Purchase Requisition items and prepare the requisition to be generated into the Purchase Order. This course is part of the Materials Management Series.
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Purchase Orders to Shipping Notification in the Supplier Portal - Learning Video Duration: 37 min

Learn about how to setup and process the Purchase Orders, and the Shipment information for the Supplier Portal. 

Topics covered:
Setup info for Supplier Portal - 7m49s
Supplier Portal with RFQ and Quotes - 9m54s
Supplier Portal with Purchase Orders - 12m48s
Supplier Portal with Shipment information - 4m23s
Supplier Portal Dashboards - 1m51s
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Purchase Orders - Virtual Live Class Duration: 2hrs

This Virtual Live Class focuses on entering a Purchase Order and a Blanket Purchase Order, releasing a Blanket Purchase Order, and making changes to Purchase Orders. This course is part of the Materials Management Series.

Topics Covered:
Purchase
Blanket
Purchase Order Change Orders
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Purchase Orders - Recorded Session This 1-hour course focuses on entering a Purchase Order and a Blanket Purchase Order, releasing a Blanket Purchase Order, and making changes to Purchase Orders. You will learn how to print and post Purchase, Blanket, and Purchase Order Change Orders. This course is part of the Materials Management Series.
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Procurement Workshop (DLL) - Virtual Live Class Duration: 3hrs

This Virtual Live Class is part of the Materials Management Series. This will have you create items in the Item Master, Purchase Requisitions, Purchase Orders, and Blanket Purchase Orders.

Topics Covered:
Print and Post Purchase Requisition
Purchase Orders and Blanket Orders
Release Items on Blanket Purchase Order
Process Purchase Order Change Order
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Materials Management Series: Supplier Portal Overview for Buyer - Clickguide Duration: 15 min read

Learn about the functions and options in the Buyer in Supplier Portal for Costpoint. This feature allows buyers to access purchase orders linked to their suppliers, and enables companies to streamline communications between their purchasing department and their suppliers, vendors, and subcontractors.  

Topics covered:
Purchase Order Communications Flow
Supplier Portal Overview for Buyer
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Supplier Portal Overview for Payer - Clickguide Duration: 15 min read

Learn about the functions and options in the Payer in Supplier Portal for Costpoint. This course provides the information on the three main use cases for the Supplier Portal Invoicing Capabilities. 

Topics covered:
Invoice Management Use Cases
Supplier Portal Overview for Payer
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Supplier Portal Overview - Infographic Get an overview of the Supplier Portal feature in Costpoint. It allows suppliers to quickly access purchase orders issued by buyers and enables companies to streamline communications between their purchase departments and their suppliers, vendors, and subcontractors. This printable guide is part of the Costpoint Materials Management Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, supplier dashboard, manage suppliers, supplier actions, PO line, action history, email notification]
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Supplier Portal Buyer Dashboard - Infographic Get familiar with the functions and options in the Buyer Dashboard in Costpoint. This feature allows buyers to access purchase orders linked to their suppliers, and enables companies to streamline communications between their purchasing department and their suppliers, vendors, and subcontractors. This printable guide is part of the Costpoint Materials Management Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, dashboard actions, purchasing dashboard, buyer dashboard, buyer actions]
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Materials Management Series: Supplier Portal Invoice Management - Learning Video Duration: 26 min

Learn about the steps on how to create invoices using Subcontractor Purchase Order types and demonstrated in different scenarios.

Topics covered:
1st Scenario: Payer creates the invoice - 15m09s
2nd Scenario: Subcontractor creates the invoice - 5m19s
3rd Scenario: Supplier creates the invoice - 4m45s
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Materials Management Series: Supplier Portal - Clickguide Duration: 15 min read

Learn about the Supplier Portal functionality available in Costpoint. It includes the Purchase Order Communications flow chart that illustrates each roles: Admin, Buyer and Supplier/Subcontractor.

Topics covered:
Email notifications
Purchase Order Communication
Admin Actions
Buyer Actions
Supplier Actions
Purchase Order Workflow
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Costpoint Shop Floor Time 2.0 Series - Quick Reference Guide Duration: 10 min read

Learn about the Web Time Clock feature available for Shop Floor Time version 2.0. This printable document includes each field and buttons descriptions.

Topics covered:
Viewing Open Jobs from the Web Time Clock
Viewing Balances from the Web Time Clock
Requesting Time Off via Web Time Clock
  • Super User
  • Materials Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Human Resources - Functional Reference Guide Duration: 60m read

This guide covers all the Employee areas that are affected by Human Resources such as controls, information, salary, and termination. This will also focus on different Personnel areas to include, Controls, Education, Skills and Training, and Personnel Actions and the setup and configuring of benefits to include benefit providers, coverage options and various necessary tables for coverage and premium rates by age and salary. 

Topics covered:
Compensation
Personnel
Affirmative Action
Deferred Compensation
Benefits
  • HR Specialist
  • Super User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Human Resources Series - Quick Reference Guide Duration: 20m read

Learn about the Compensation functionality in Costpoint. This printable guide has process flows for employee lifecycle, updating employee salary information, employee termination, and compensation planning. It also shows how to navigate to these screens where employee benefits are created and relevant employee data are managed.

Topics covered:
Compensation
Personnel
Affirmative Action
Deferred Compensation
Benefit Controls
Benefit Entry and Creation Controls
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Human Resources Series: Compensation - Recorded Session In this 2-hour course, you will learn all the Employee areas that are affected by Human Resources such as controls, information, salary, and termination. This also includes the process on how to manage a compensation plan, configure the compensation settings, and manage the job titles and descriptions. This course is part of the Human Resources Series.
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Human Resources Series: Personnel - Recorded Session This 1.5-hour course focuses on different Personnel areas to include, Controls, Education, Skills and Training, and Personnel Actions. It explains how to first setup data such as awards and drug testing results information and then link them to employees. This course is part of the Human Resources Series.
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Human Resources Series: Affirmative Action - Recorded Session This 1.5-hour course focuses on the configuring and setup of Affirmative Actions and the various reporting features, such as EEO 1 and VETS-4212 reporting. It also discusses various other employee reports available within the system. This course is part of the Human Resources Series.
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Human Resources Series: Deferred Compensation and Benefits - Recorded Session This 1.5-hour course focuses on the setup and configuring of benefits to include benefit providers, coverage options and various necessary tables for coverage and premium rates by age and salary. It delves into assigning employee benefit elections, dependent and beneficiaries. The course will also include employee and dependent FSA and Medical information. This course is part of the Human Resources Series.
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint People Series: Team Management - Infographic Duration: 15min read

This printable document covers information regarding the Team Management feature available in Costpoint People.

Topics covered:
Team Management overview
Steps in processing edits in Team Management
  • HR Specialist
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Overview of Costpoint Business Intelligence - Clickguide This clickguide is intended for all new users of Costpoint Business Intelligence to learn the key features that all users should know before starting with Costpoint BI. This will provide an overview of Costpoint BI as well as instructions on how to navigate, view BI content (reports and dashboards), interact with content and subscribe to reports. [Keywords and Related Searches - elearning, online course, online learning, cp8, dashboard, parameters, manage dashparts, my workflow approvals, manage mydesktop, cer, cognos analytics 11.1.5, data models, smart ai for resource management, new contracts reports]
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: What's new in 11.1.7 - Functional Reference Guide This covers the new and enhanced features of Cognos Analytics v11.1.7 which is the underlying application of Costpoint Business Intelligence v8.0 release.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • Time User
  • Expense User
  • Time Administrator
  • Expense Administrator
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Framework Manager vs Data Modules - Functional Reference Guide This covers the introduction to the features of Framework Manager and Data Modules. This guide will outline the key differences between the tools which will help you decide when to use Framework Manager and Data Modules going forward.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • Time User
  • Expense User
  • Time Administrator
  • Expense Administrator
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series - Quick Reference Guide Duration: 1 hour read

Learn about using different dashboards available in Costpoint Business Intelligence.

Topics covered:
Executive Dashboards
Projects Dashboards
Planning Dashboards
Manufacturing Dashboards
Contracts & Opportunities Dashboards
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Fundamentals and Navigation - Virtual Live Class Duration: 1hr

This virtual live class is targeted to all users within Business Intelligence. During this course users will explore the basic fundamentals behind Business Intelligence and also learning how to navigate through the system. We will use the tool to review how and where you can find navigational items. Users that have had no training on Business Intelligence should start with this course before moving into any other assets.

Topics covered:
Fundamentals - Basic Features
Welcome Page and Application toolbar
View Mode options
Source Pane
On-Demand Toolbar and Properties Pane
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: List Reports from Creation to Publication - Virtual Live Class Duration: 1hr

This virtual live class is targeted to Business Intelligence Report Authors and is focused on authoring List Reports. During this course, users will explore the List Report and discuss instances where the List Report could be used. Then users will focus on writing a List Report, this hands on activity will allow a user to experience authoring a basic List Report and adding functionality that has been explored in various learning videos located throughout the DLZ. Lastly, this course will provide users with a take home exercise that they can recreate in their own systems to practice the skills demonstrated in this course.

Topics include:
Concept of the List Report
List Report functions
Creating and publishing a List Report and saving to My Content
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Crosstab Reports from Creation to Publication - Virtual Live Class Duration: 1hr

This virtual live class is targeted to Business Intelligence Report Authors and is focused on authoring Crosstab Reports. During this course users will explore the Crosstab Report and discuss instances where the Crosstab Report could be used. Then users will focus on writing a Crosstab Report, this hands on activity will allow a user to experience authoring a basic Crosstab Report and adding functionality that has been explored in various learning videos located throughout the DLZ. Lastly, this course will provide users with a take home exercise that they can recreate in their own systems to practice the skills demonstrated in this course.

Topics include:

Concept of the Crosstab Report
Crosstab Report functions
Creating and publishing a Crosstab Report and saving to My Content
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Smart Artificial Intelligence Assistant - Learning Video Duration: 10 min

Learn about the steps on how to access and use the Smart Artificial Intelligence Assistant throughout Business Intelligence.

Topics covered:
What is Smart Artificial Intelligent (AI) Assistance? - 1m47s
Demonstration of Smart AI features - 6m24s
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Dashboards End User Training - Learning Video Duration: 13 min

Learn about the Cognos Analytics dashboard for End Users available in Costpoint Reports and Analytics - Business Intelligence.

Topics covered:
Filters and Tabs - 4m12s
Visualizations - 1m
Drill through and drill down - 3m18s
Insights and other tips - 1m
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Authoring Business Intelligence Dashboards - Learning Video This 12-minute learning video will guide you on how to create your first Cognos Analytics Dashboard available in Costpoint Reports and Analytics - Business Intelligence.

[Keywords and Related Searches - training videos, online video, cp8, bi, properties, calculation editor, current period, filters, performing proects, psr summary data, target rates, visualizations, project id level 1, gross profit itd target]
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Scheduling and Subscriptions - Learning Video Duration: 12 min

Learn about how to create and view schedules and subscriptions within Business Intelligence.

Topics covered:
Scheduling vs. Subscriptions - 1m50s
Scheduling a Report - 5m47s
Subscriptions - 1m52s
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Report Headers and Footers - Learning Video Duration: 15 min

Learn about how to set up report headers and footers within Business Intelligence.

Topics covered:
Types of Headers and Footers - 1m25s
Create headers and footers - 3m47s
Page headers and footers - 1m
List headers and footers - 2m58s
Group headers and footers - 1m08s
Section headers - 1m10s
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Uploading Excel Data - Learning Video Duration: 6min

This learning video will walk you through how to upload excel data to Costpoint Business Intelligence.

Topics covered:
Details to consider when uploading excel data - 1min
Demonstrations on uploading excel data in Business Intelligence via Upload Files and Quick launch and creating a sample dashboard - 3min 15s
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Dataset Creation and Processing - Learning Video Duration: 12min

This learning video will guide you on how to create your first datasets in Costpoint Business Intelligence.

Topics covered:
Sources of data - 1min
Data Sets vs Framework Manager - 2m 26s
Security Considerations - 45s
Dataset Creation - 7min 13s
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Administrator Setup Guide - Support Material Duration: 60 min read

This guide is used after you receive administrative rights to Costpoint BI and will walk you through the initial setup of Costpoint BI so your environment is secured before you allow users into Costpoint BI to run and create reports and Dashboards and leverage the built-in security features in Costpoint Business Intelligence.

Topics covered:
BI Security
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Models Overview - Support Material Duration: 30min read

Learn more about the overview of the Deltek provided framework models in Costpoint Business Intelligence.

Topics covered:
Terminology
Row Security
Framework Models
Opening and navigating packages
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Post Installation and Configuration Guide for On-premises Users - Support Material Duration: 60 min read

This guide will walk you through the initial setup of Costpoint Business Intelligence so your environment is secured before you allow users into Costpoint Business Intelligence to run and create reports and dashboards and leverage the built-in security features.

Topics covered:
Overview
Business Intelligence Security
Map the Costpoint CER User Groups to Cognos User Groups
Customize Capability Permissions
Customize Secured Feature Permissions
Add Everyone and Assign Read Access to the Team Content Folder
Copy the Smart AI Folder to Company Content
Validate User Groups
Add the Deltek Theme to Cognos Analytics
Install ExtendTime.zip Extension
Check Extensions
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Cloud Setup Guide - Support Material Duration: 60min read

This guide is used after you receive administrative rights to Costpoint BI and will walk you through the initial setup of Costpoint BI so your environment is secured before you allow users into Costpoint BI to run and create reports and Dashboards and leverage the built-in security features in Costpoint Business Intelligence.

Topics covered:
Overview
Copy the Smart AI Folder to Company Content
Validate User Groups
Hidden Analysis Packages and Dashboards
Have Users Run and Validate Reports
Troubleshooting

  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Basic Topics - Self-Paced Learning Duration: 27 min

Learn about the changes and upgrade to CER v7.2, navigating Interactive Report Writer, creating, working and editing Reports. 

Topics covered:
How to Navigate and Run Reports Using the Interactive Viewer - 7m13s
How to Create and Modify Reports in CER v7.2 - 12m56s
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Interactive Report Writer - Basic Topics Part 1 (DLL) - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers web-based tool used to author reports and analyze data using Cognos Analytics 11. This course is part of the Business Intelligence Series and is part 1 of 2 courses.

Topics Covered:
Navigating the User Interface
Creating a List Report
On-Demand Toolbar
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Basic Topics Part 1 - Recorded Session This 1-hour course is a web-based tool used to author reports and analyze data using Cognos Analytics 11. This course focuses on navigating the user interface, creating a List report, and working with the on-demand toolbar. This course is the first of two parts of the Costpoint Enterprise Reporting Interactive Report Writer - Basic Topics Series.
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Basic Topics Part 1 - Infographic This is the first of two parts of the Costpoint Enterprise Reporting Interactive Report Writer - Basic Topics. This contains information on navigating the user interface, creating a List report, and working with the on-demand toolbar.

[Keywords and Related Searches - print out, cheat sheet, quick reference, cer, user interface, team content, content pane, my content, upload files]
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Basic Topics Part 1 - Activity Guide Duration: 30 Min Activity

This is the Activity Guide for the Costpoint Enterprise Reporting Interactive Report Writer: Basic Topics Part 1 VLC.

Topics covered:
Open and Run Report
Create and Format a list Report
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Interactive Report Writer - Basic Topics Part 2 (DLL) - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers web-based tool used to author reports and analyze data using Cognos Analytics 11. This course is part of the Business Intelligence Series and is part 2 of 2 courses.

Topics Covered:
Creating Crosstab Report
Working with On-Demand Toolbar
Formatting Reports
Utilizing Filters to Focus Data in Reports
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting Series: Basic Navigation and Features - Learning Video Duration: 21 min

Learn about the basic navigations and features available in Costpoint Enterprise Reporting.

Topics covered:
Basic Navigation and Features - 12m43s
Running a Report - 6m15s
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting Series: Creating a List Report - Learning Video Duration: 12 min

Learn about how to create a list report, how to navigate the On-Demand Toolbar, and how to use the Properties pane available in the Costpoint Enterprise Reporting.

Topics covered:
Creating Reports - 8m
Properties Pane and On-Demand Toolbar - 2m40s
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Basic Topics Part 2 - Recorded Session This 2-hour course is a web-based tool used to author reports and analyze data using Cognos Analytics 11. This course focuses on creating a Crosstab report as well as discusses working with the on-demand toolbar, formatting reports and utilizing filters to focus the data in reports. This course is the second of two parts of the Costpoint Enterprise Reporting Interactive Report Writer - Basic Topics Series.
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Basic Topics Part 2 - Infographic This is the second of two parts of the Costpoint Enterprise Reporting Interactive Report Writer - Basic Topics. This focuses on creating a Crosstab report as well as discusses working with the on-demand toolbar, formatting reports and utilizing filters to focus the data in reports.

[Keywords and Related Searches - print out, cheat sheet, quick reference, report type, cer, number fields, text fields, headers and footers, background images]
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Basic Topics Part 2 - Activity Guide Duration: 45 Min Activity

This is the Activity Guide for the Costpoint Enterprise Reporting Interactive Report Writer: Basic Topics Part 2 VLC.

Topics covered:
Create and Format a Crosstab Report
Create Complex Crosstab Reports
Apply Detail Filters to a Report
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Interactive Report Writer - Advanced Topics Part 1 (DLL) - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers web-based tool used to author reports and analyze data using Cognos Analytics 11. The prerequisite for this course is completing the Costpoint Business Intelligence Series: Interactive Report Writer Basic Topics Parts 1 and 2. This course is part of the Business Intelligence Series and is part 1 of 2 courses.

Topics Covered:
Creating Cover Pages
Creating Calculated Fields
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Advanced Topics Part 1 - Recorded Session This 1.5-hour course is a web-based tool used to author reports and analyze data using Cognos Analytics 11. This course focuses on advanced topics such as creating cover pages and creating calculated fields. The prerequisite for this course is completing the Costpoint Enterprise Report v7.2 Interactive Report Writer Basic Topics Parts 1 and 2. This course is the first of two parts of the Costpoint Enterprise Reporting Interactive Report Writer - Advanced Topics Series.
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Advanced Topics Part 1 - Infographic This is the first of two parts of the Costpoint Enterprise Reporting Interactive Report Writer - Advanced Topics. This focuses on advanced topics such as creating cover pages and creating calculated fields.

[Keywords and Related Searches - print out, cheat sheet, quick reference, cer, adding a new page to your report, calculated fields, calculation data]
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Advanced Topics Part 1 - Activity Guide Duration: 15 Min Activity

This is the Activity Guide for the Costpoint Enterprise Reporting Interactive Report Writer: Advanced Topics Part 1 VLC.

Topics covered:
Adding Cover Page
Add Page Header
Create Calculations in a Report
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Business Intelligence Series: Interactive Report Writer - Advanced Topics Part 2 (DLL) - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers web-based tool used to author reports and analyze data using Cognos Analytics 11. The prerequisite for this course is completing the Costpoint Business Intelligence Series: Interactive Report Writer Basic Topics Parts 1 and 2. This course is part of the Business Intelligence Series and is part 2 of 2 courses.

Topics Covered:
Building Filter Prompts
Creating Drillable Reports
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Advanced Topics Part 2 - Recorded Session This 1.5-hour course is a web-based tool used to author reports and analyze data using Cognos Analytics 11. This course focuses on building filter prompts and creating drillable reports. The prerequisite for this course is completing the Costpoint Enterprise Report v7.2 Interactive Report Writer Basic Topics Parts 1 and 2. This course is the second of two parts of the Costpoint Enterprise Reporting Interactive Report Writer - Advanced Topics Series.
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Advanced Topics Part 2 - Infographic This is the second of two parts of the Costpoint Enterprise Reporting Interactive Report Writer - Advanced Topics. This focuses on building filter prompts and creating drillable reports.

[Keywords and Related Searches - print out, cheat sheet, quick reference, changeable prompt properties, data format, use value and display value, static choice, conditional style]
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Advanced Topics Part 2 - Activity Guide Duration: 15 Min Activity

This is the Activity Guide for the Costpoint Enterprise Reporting Interactive Report Writer: Advanced Topics Part 2 VLC.

Topics covered:
Build a Prompt in Filter
Build a Prompt Page
Create a Drill-Through Report
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting 7.2 Interactive Report Writer: Dashboards - Self-Paced Learning Duration: 42 min

Learn about the Costpoint Enterprise Reporting Dashboard functionality in Cognos 11. The main topics covered include: Overview, Creating Source for Dashboard Data, Dashboard Menus and its Content Area.

Topics covered:
Dashboard Menus - 4m49s
Dashboard Content Areas - 5m10s
Dashboard Navigation - 6m47s
Build a Dashboard - 9m05s
Add a Line Chart - 7m30s
Add a Tree Map - 4m36s
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting Administrator - Functional Reference Guide Duration: 45m read

This guide covers the Costpoint Enterprise Reporting's Administrator Security Setup. This includes the Cloud Administrator User Account Setup/Verification, the three main types of Security: Model, Capability and Object Security, how to Set Up the Current Reporting Period, CER's Validation and Testing, and steps on how to Move Custom Reports from Cognos 10 and Move the Reports to Cognos 11. 

Topics covered:
CER Cloud Administrator User Account Setup/Verification
CER Security Setup
Set Up Current Reporting Period
CER Validation and Testing
Move Custom Reports from Cognos 10 and Move Reports to Cognos 11
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Functional Guide
Costpoint Enterprise Reporting Workspace Advanced - Basic Topics Part 2 - Infographic This is the second of two parts of the Deltek Costpoint Enterprise Reporting Workspace Advanced Series, here you will learn how to build a Crosstab Report and how to utilize filters to create focus within your reports.

[Keywords and Related Searches - print out, cheat sheet, quick reference, cer, drop zones, nodes, product line, pivot tables, creating a custom filter]
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting 7.2: Managing Company Content - Clickguide Duration: 30 min read

Learn how to leverage the CER Consumer group in CER. This group has access only to the Company content folder and not to Team content folders. In addition, this group only has the ability to view reports and dashboards.

Topics covered:
Add and Arrange Folders
Add Permissions to a Folder for a Standard Group
Create a Custom Security Group
Designate a User to Manage Folder Content and Security
Create a Shortcut to a Team Content Report
Best Practices
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Costpoint Human Resources Series: Compensation - Virtual Live Class In this 2-hour course, you will learn all the Employee areas that are affected by Human Resources such as controls, information, salary, and termination. This also includes the process on how to manage a compensation plan, configure the compensation settings, and manage the job titles and descriptions. This course is part of the Human Resources Series.

[Keywords and Related Searches - instructor led class, training, employee life cycle, manage employee class codes, manage life event, manage locator, manage race/ethnicity]
  • HR Specialist
  • Super User
  • Small Medium Business Maintenance
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Reports and Analytics Series: Organization Manager Dashboard - Infographic Learn how to use the Organization Manager Dashboard feature available in Costpoint Reports and Analytics. This printable guide defines the dashboards capability and displays various dashparts with high level information. This is part of the Reports and Analytics series.
[Keywords and Related Searches - print out, cheat sheet, quick reference, cp8, drill down, ar over 30 days, open billing, projects over x funding, labor utilization, ar current]
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Reports and Analytics Series: Finance Manager Dashboard - Infographic Get familiar with the Finance Manager Dashboard feature available in Costpoint Reports and Analytics. This printable guide defines the dashboards capability and displays various dashparts with high level information. This is part of the Reports and Analytics series.
[Keywords and Related Searches - print out, cheat sheet, quick reference, cp8, drill down, ar over 30 days, open billing, projects over x funding, labor utilization, ar current]
  • CEO
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Extensibility Series - Quick Reference Guide Duration: 10 min read

Learn about how to move custom reports from Cognos 10 into Cognos 11 for Costpoint CER Cloud Administrators.

Topics covered:
Level of Effort to Create an Extension
Managing Extensibility
Personalization in Costpoint
  • CEO
  • Controller
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Human Resources Series: Personnel - Virtual Live Class This 2-hour course focuses on different Personnel areas to include, Controls, Education, Skills and Training, and Personnel Actions. It explains how to first setup data such as awards and drug testing results information and then link them to employees. This course is part of the Human Resources Series.

[Keywords and Related Searches - instructor led class, training, set up personnel actions, manage employee hr information, configure personnel settings, manage award, manage drug test, manage 1-9, manage managers/hr reps by hr organization, manage medical surveillance codes]
  • HR Specialist
  • Super User
  • Small Medium Business Maintenance
  • DLZ Standard
  • DLZ Enhanced
Costpoint Extensibility Self-Paced Learning Duration: 2 hours 45 min

Learn about the key features of Costpoint Extensibility, how to create extension using the Extensibility Designer, and the best practices in creating a design, setting up configuration, and testing of an extension.

Topics covered:
Defining Extensibility - 11m50s
Extensibility Use Cases - 12m47s
Building an Extension to Add Field to an Application - 42m49s
Adding a Validation to an Application - 19m08s
Creating an Extension to Send an Email - 14m18s
Best Practices and Keys to Success - 40m01s
Promoting Extensions to Test/Production - 13m39s
  • Controller
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Extensibility Series: Level of Effort to Create an Extension - Infographic This identifies the level of effort required to create an extension. This is part of the Extensibility Series.

[Keywords and Related Searches - print out, cheat sheet, quick reference, send basic email, add field, new sub-screens, new apps, add basic validation, modify or create a basic action, add more robust validation, modify or create an action with more robust logic, modify standard or create new costpoint reports]
  • Controller
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Contract Management Series: Opportunity and Contract Project Initialization - Clickguide Duration: 30 min read

Learn about the process for the Opportunity and Contract Project Initialization available in Costpoint Contract Management. This includes steps on entering data and the Project Initialization setup both for the Opportunity and Contract and has the details on how to view the project reports linked for both Opportunity and Contract.

Topics covered:
Opportunity Project Initialization
Contract Project Initialization
Alternate Projects
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Enterprise Reporting v7.2 Interactive Report Writer: Advanced Topics Part 2 (DLL) - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers web-based tool used to author reports and analyze data using Cognos Analytics 11. The prerequisite for this course is completing the Costpoint Enterprise Report v7.2 Interactive Report Writer Basic Topics Parts 1 and 2. This course is part of the Business Intelligence Series.

Topics Covered:
Building Filter Prompts
Creating Drillable Reports
  • Controller
  • Super User
  • Reporting Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Human Resources Series: Affirmative Action - Virtual Live Class This 2-hour course focuses on the configuring and setup of Affirmative Actions and the various reporting features, such as EEO 1 and VETS-4212 reporting. It also discusses various other employee reports available within the system. This course is part of the Human Resources Series.

[Keywords and Related Searches - instructor led class, training, compliance planning reports, affirmative action controls, action plans, employer information report, configure affirmative action settings, functional job hierarchy, manage job categories]
  • HR Specialist
  • Super User
  • Small Medium Business Maintenance
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Contract Management Series: Opportunities Overview - Self-Paced Learning Duration: 25 min

Learn about the features and functionalities available in the Manage Opportunities screen of the Costpoint Contract Management, including the definition and the steps to create new opportunities.
Topics covered:
Opportunities Overview - 20m read
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Contract Management Series: GovWin IQ Integration Overview - Self-Paced Learning Duration: 15 min

Learn about the process and steps to import opportunity records from GovWin IQ into Costpoint 8.
Topics covered:
GovWin IQ Opportunity Integration Overview - 7m
GovWin IQ Vendor Integration Overview - 5m
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management - Functional Reference Guide Duration: 45m read

This guide covers the Contract Management feature and functionality in Costpoint. This clickguide will walk you through the contract, subcontract, opportunities, GovWin IQ Integration, and Customer, Vendor, and Employee overview and modifications, also the opportunity/contract project initialization. 

Topics covered:
Contract Modifications
Subcontract Modifications
Opportunity Project Initialization
Contract Project Initialization
  • Super User
  • Contracting Officer
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Human Resources Series: Deferred Compensation and Benefits - Virtual Live Class This 2-hour course focuses on the setup and configuring of benefits to include benefit providers, coverage options and various necessary tables for coverage and premium rates by age and salary. It delves into assigning employee benefit elections, dependent and beneficiaries. The course will also include employee and dependent FSA and Medical information. This course is part of the Human Resources Series.

[Keywords and Related Searches - instructor led class, training, configure benefit controls, manage benefit packages, manage employee benefit information, manage employee fsa/hsa information]
  • HR Specialist
  • Super User
  • Small Medium Business Maintenance
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Contracts Overview - Self Paced Learning Duration: 30 min

Learn about the features and functionalities available in the Manage Contracts screen of the Costpoint Contract Management, including the definition and the steps to create a new contact record.
Topics covered:
Contracts Overview - 27m
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Contract Management - Clickguide Duration: 30 min read

Learn about the four main areas of Contract Management: Opportunities, Contracts, Manage Subcontracts, and Organizational Conflict Of Interest (OCI). You will also find information about the contract management process. 

Topics covered:
Opportunities
Contracts
Subcontracts
Organizational Conflict of Interest
Customer/Vendor/Employee Information
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Costpoint Contract Management Series: Subcontracts Overview - Self Paced Learning Duration: 25 min

Learn about the features and functionalities available in the Manage Subcontracts of the Costpoint Contract Management, including the definition and the steps to create a new subcontract record. 
Topics covered:
Subcontracts Overview - 20m
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Subcontractor Management - Self-paced Learning Duration: 80 min

Learn about the basic processes relevant to the Subcontractor Management feature of Costpoint.
Topics covered:
Subcontractor Management Process Overview - 5m
Vendor Employees - 8m
Control Settings - 10m
Subcontractor Invoices - 12m
Procurement - 12m
Work Assignments - 10m
T&E Subcontractor Timesheet Processing - 11m
T&E Integrations and Configuration - 7m
T&E Subcontractor Expense Processing - 2m
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Modifications for Contracts and Subcontracts - Clickguide Duration: 25 min read

Learn about how the Modifications entered for Contracts, Subcontracts, and Projects are related and the flow between these three areas.

Topics covered:
Contract Modifications
Subcontract Modifications
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Contract Management Series: Data Flow Between Modules - Clickguide Duration: 10 min read

Learn about how data flows between the different modules within the Deltek Contracts domain when creating new records.

Topics covered:
Opportunity to a Contract
Opportunity/Contract to a Subcontract
FAR/Supplemental Clauses and Provisions from a Contract to a Subcontract
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Data Flow Between Modules - Clickguide Duration: 10 min read

Learn about how data flows between the different modules within the Deltek Contracts domain when creating new records.

Topics covered:
Opportunity to a Contract
Opportunity/Contract to a Subcontract
FAR/Supplemental Clauses and Provisions from a Contract to a Subcontract
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Opportunities Overview - Self Paced Learning Duration: 20 min

Learn about the features and functionalities available in the Manage Opportunities screen of the Costpoint Contract Management Including the definition and the steps to create new opportunities. 
Topics covered:
Opportunities Overview - 16m
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Org Conflict of Interest - Self Paced Learning Duration: 20 min

Learn about the features and functionalities available in the Manage Organizational Conflict of Interest (OCI) of the Costpoint Contract Management, including the definition and the steps to create a new OCI record. 
Topics covered:
Org Conflict of Interest - 15m
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: GovWin IQ Integration Overview - Self Paced Learning Duration: 10 min

Learn about the process and steps to import opportunity records from GovWin IQ into Costpoint.
Topics covered:
GovWin IQ Integration Overview - 7m
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Customer, Vendor, and Employee Information Overview - Self Paced Learning Duration: 30 min

Learn about the features and functionalities available in the Customer, Vendor, Employee Information screen of the Costpoint Contract Management, including the definition and the steps to set up, maintain, approve prospective vendors and customers.
Topics covered:
Customer, Vendor, and Employee Overview - 25m
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Opportunity and Contract Project Initialization - Clickguide Duration: 30 min read

Learn about the process for the Opportunity and Contract Project Initialization available in Costpoint Contract Management. This includes steps on entering data and the Project Initialization setup both for the Opportunity and Contract and has the details on how to view the project reports linked for both Opportunity and Contract.

Topics covered:
Opportunity Project Initialization
Contract Project Initialization
Alternate Projects
  • Super User
  • Contracting Officer
  • DLZ Standard
  • DLZ Enhanced
Costpoint Contract Management Series: Contract Management Overview - Support Material In this portal you will find a collection of assets designed to assist you in your knowledge of Contract Management.

Topics covered:
Contract Management
Contracts
Customer, Vendor and Employee
Contract Management to GovWin IQ Integration
Opportunities
Org Conflict of Interest Subcontracts
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint SaaS Customer Administrator - Virtual Live Class Duration: 2hrs

This Virtual Live Class focuses on the activation of a SaaS Customer Administrator account, setup of cloud portal users, system maintenance and outage monitoring, use of the Customer Support Center, and the submission of support cases and service requests. This course is part of the SaaS Customer Administrator Series.

Topics Covered:
SaaS Customer Administrator account activation
Cloud Portal users setup
Customer Support Center
Knowlegde Base articles
Support case and service request
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint SaaS Series: Customer Administrator - Recorded Session This 2-hour course covers the activation of a SaaS Customer Administrator account, setup of cloud portal users, system maintenance and outage monitoring, use of the Customer Support Center, and the submission of support cases and service requests. This course is part of the SaaS Series.
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Pre-Conference Workshop Series: Reports, Processes, and Utilities - Recorded Session In this 1-hour course, Costpoint Instructor Debbie Hofheimer gives a high-level walkthrough of the various processes, reports, and utilities in Costpoint. She also presents tips and tricks that can help users optimize the functionalities of Costpoint.
[Keywords and Related Searches - recorded session, online video, costpoint reports, utilities, best practices, tips and tricks, optimize, functionalities, setup]
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning - Functional Reference Guide Duration: 45m read

This guide covers the overview of the Planning Domain in Costpoint, information on the Project Budgeting Reports, Organization Budgeting Reports, how to generate the Rate and Processing Reports, and the steps on how to generate the Plug Processing Reports. 

Topics covered:
Planning Domain Overview
Organization Budgeting
Project Budgeting
Resource Planning and Administration
  • Super User
  • Planning Specialist
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series - Quick Reference Guide Duration: 10 min read

Learn about how a user with Administrator rights should navigate to the screens where these reports could be generated. It also includes the advanced search parameters, and how to find and add resources.

Topics covered:
Advanced Search Improvements
Administration Reports
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Jump start your AOP using Project Budgets (Integrated Method) - Self-Paced Learning This scenario-based training for Costpoint Planning Series will guide you through the Annual Operating Budget (AOP) using the Planning Organization Budget when the configuration is set for Integrated Method for Org Budget Revenue.

[Keywords and Related Searches - elearning, online learning, online course, sbt, mass upload project budget, compute forward rates, labor analysis, non-labor analysis, p&l, profit and loss, fiscal year, project budget process, outlook forecast, pop, period of performance]
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Jump start your AOP using Project Budgets (Traditional Method) - Self-Paced Learning This 1.5-hour scenario-based training for Costpoint Planning Series will guide you through the Annual Operating Budget (AOP) using the Planning Organization Budget when the configuration is set for Traditional Method for Org Budget Revenue.

[Keywords and Related Searches - elearning, online learning, online course, sbt, mass upload project budget, compute forward rates, labor analysis, non-labor analysis, p&l, profit and loss, fiscal year, project budget process, outlook forecast, pop, period of performance]
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Create Employee Requisition from Planning New Business Budgets - Self-Paced Learning Duration: 1hr

This scenario-based training for Costpoint Planning Series will guide you through creating a Job Requisition from the New Business Budget, Advanced Search function.

Topics covered:
Job Requisition creation and process flow
Setting up Job Requisition with Deltek Talent Management
Employee Requisition and Budget
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Earned Value Management - Self-Paced Learning Duration: 30min

This scenario-based training for Costpoint Planning Series will guide you through the Planning's Earned Value Management capability.

Topics covered:
Update Project Progress %
Calculate Earned Value
Use the Earned Value Status Report to analyze the results
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Planning Domain Overview - Self-Paced Learning Duration: 35 min

Learn about Organization Budgeting, New Business Budgeting, Project Budgeting, Resource Planning and Administration.

Topics covered:
Organization Budgeting - 8m
Project Budgeting - 7m
New Business Budgeting - 4m
Resource Planning - 5m
Administration Controls - 5m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Resource Planning - Self-Paced Learning Duration: 15 min

Learn about the functions of the Budget by Resource screen available in Costpoint Planning.

Topics covered:
Budget by Resource Overview - 12m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint 8 Planning Series: Project Budgeting - Self-Paced Learning Duration: 30 min

Learn about Project/Budget EAC Flow Chart, how to create a budget, the Project Estimate at Completion (EAC) and the Revenue Setup in Costpoint 8.

Topics covered:
Project Budget/EAC Flow Chart - 3m
Creating a Budget - 17m
Revenue Setup - 3m
Project Estimate at Completion (EAC) - 3m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Project Budgeting - Self-Paced Learning Duration: 30 min

Learn about Project/Budget EAC Flow Chart, how to create a budget, the Project Estimate at Completion (EAC) and the Revenue Setup in Costpoint.

Topics covered:
Project Budget/EAC Flow Chart - 3m
Creating a Budget - 17m
Revenue Setup - 3m
Project Estimate at Completion (EAC) - 3m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Project Budgeting Reports - Self-Paced Learning Duration: 30 min

Learn about the Project Budgeting Reports available in Costpoint Planning, including the Project Budgeting Parameter Glossary.

Topics covered:
Project budgeting Parameter Glossary - 5m
Project Budgeting: Reports - 20
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: New Business Budgeting - Self-Paced Learning Duration: 50 min

Learn about how the work breakdown structure works, creating a new business budget, burden templates and how to upload and process the data.

Topics covered:
New Business Budgeting - 27m
Burden Template Functionality - 6m
Import New Business Budgets from Excel - 10m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Organizational Budgeting - Self-Paced Learning Duration: 25 min

Learn about the process of creating it by a traditional and integrated method, the outlooks, and the controls and utilities functional screens.

Topics covered:
Traditional Method - 6m
Integrated Method - 8m
Creating an Outlook - 1m
Controls and Utilities - 5m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Organization Budgeting Reports - Self-Paced Learning Duration: 25 min

Learn about Org Budgeting Parameter Glossary, Profit and Loss Reports and Charts, and the Labor and Non Labor Reports. 

Topics covered:
Org Budget Reports Parameter Glossary - 5m
Profit and Loss Reports - 5m
Profit and Loss Charts - 1m
Profit and Loss: Other Reports - 3m
Labor Analysis Reports - 5m
Non-Labor Analysis Reports - 2m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Rate Processing/Reports - Self-Paced Learning Duration: 10 min

Learn about the steps on how to generate the Rate and Processing Reports. 

Topics covered:
Rate Processing Reports - 7m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Plug Processing and Reports - Self-Paced Learning Duration: 10 min

Learn about the steps on how to generate the Plug Processing Reports.  

Topics covered:
Plug Processing and Reports - 5m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Administration and Administration Reports - Self-Paced Learning Duration: 30 min

Learn about Planning Security Setup, Administration Utilities, the Org and Project Budgeting Controls and the reports generated for administrators.  

Topics covered:
Administration - 25m
Administration Reports - 2m
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Planning Series: Insight 2018 Prepare a Project Budget - Recorded Session This 1-hour course is a session from Insight 2018. It explains how to leverage the redesign of Budgeting and Planning. This course is part of the Planning Series.
  • Super User
  • Planning Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Administrator - Functional Reference Guide Duration: 45m read

This guide covers the basic processes that an administrator executes in Costpoint, particularly setting up new users and user groups, granting and restricting access to applications screens, setting up process queues and servers, creating and executing process macros, and customizing application screens using a UI Profile. 

Topics covered:
System Administrator
Security
Job Management
User Interface
  • Super User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint Administrator Series: Workspace Customization - Infographic Duration: 5 min read

Learn about the Basic Screens, a new defined UI Profile function available in Costpoint. This provides the paths to access and sample screens wherein this feature is used. 

Topics covered:
User Profile - Basic Screens
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint Administrator Series: Improvements to Costpoint Approval Workflow - Clickguide Duration: 15 min read

Learn about the improvements to Costpoint's Approval Workflow (NEW) functionality and its main features. It covers the four basic setup screens, Approval Roles, Rejection Codes, Approval Workflow Email Messages, and Approval Workflow Models, and the steps in setting up a new approval workflow. The new updates are interspersed while describing the setup process.
Topics covered:
Existing Generic Features
Enhancements
Basic Setup Screens
Approval Workflow Setup
Revisions
Export/Import
  • Controller
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Costpoint Administrator Series: Managing Roles in Costpoint - Support Material Duration: 30min read

This guide provides information on the Manage Functional Roles application. This screen is used to create, manage, and track functional roles used in different areas in Costpoint.

Topics covered:
Manage Project Roles
CRM & Contracts
Subcontractor Module
Time & Expense
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Tips and Tricks Series: Unmasked and Hands On (DLL) - Virtual Live Class Duration: 3hrs

This Virtual Live Class will provide details and information for Costpoint's various utilities, reports and processes that can be useful for the learner's advantage. This course is part of the Tips and Tricks Series.

Topics Covered:
Labor History to General Ledger Comparison report
Upload Manager and Corporate Planner interface
Revenue Worksheet
Period Report Parameters
Purging multiple table data information
Correcting mising billing data
  • Billing Specialist
  • Controller
  • Super User
  • General Ledger Specialist
  • Labor Specialist
  • Payroll Specialist
  • Pools Specialist
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Converting from Quickbooks to Costpoint - Self-Paced Learning Duration: 30 min

Learn about converting from Quickbooks to Costpoint by defining the fundamental differences between QuickBooks and Costpoint

Topics covered:
System Comparisons - 8m49s
Preparing for your Migration - 5m41s
Costpoint Best Practices - 13m27s
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Costpoint Advanced Features Series: Preprocessors: Importing Data to CP (DLL) - Virtual Live Class Duration: 3hrs

This Virtual Live Class covers information on how preprocessors' importing data to Costpoint. This course is part of the Advanced Features Series.

Topics Covered:
File Upload Process
Projects
AP Vouchers
Journal Entry Import
  • Accounts Payable
  • Super User
  • General Ledger Specialist
  • Project Specialist
  • DLZ Standard
  • DLZ Enhanced
Costpoint Live Class Scheduling - Checklist This is a checklist reference that can be used to identify knowledge gaps and the courses needed to fill the gaps in Costpoint.
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint DCAA Compliance - The Keys and Best Practices Series: Conquering Accounts - Business Results Training Duration: 60 min

Learn about the power of the Account and arrive at the best business decisions when designing and building accounts in Costpoint. You will also examine the negative effects of an account that is setup incorrectly and understand the impact on DCAA Compliance.

Topics covered:
What is DCAA Compliance - 2m
New Account Setup - 13m
Accounting Cost Types - 9m
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced
Costpoint DCAA Compliance - The Keys and Best Practices Series: Compliant Timekeeping - Business Results Training Duration: 40 min

Learn about the defined best practices for both the manager and the employee roles regarding timesheet compliance. You will be able to use the existing tools in Costpoint Time and have access to sample documentation to help reinforce requirements for DCAA compliance. You will also examine the negative impacts that can directly affect DCAA Compliance when Costpoint Time is not used as intended. 

Topics covered:
What is DCAA Compliance - 2m
Manager Timesheet Compliance Best Practices - 11m
Employee Timesheet Compliance Best Practices - 10m
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced
Costpoint - Application Learning Lab This enhanced course provides you with up to 4 hours of hands-on experience, navigating the Costpoint interface in a Learning Lab sandbox environment. Please note that Learning Lab Courses require you to fill in and send a Request Form before the course can be made available to you. The Request Form will open on your screen when you click on the link to launch the course. Requests are processed within 24 hours of the form being submitted.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced
Costpoint - Technical Learning Lab This enhanced course provides you with up to 4 hours of hands-on experience navigating Costpoint’s database tables and data through Microsoft SQL Server Management Studio in a Learning Lab sandbox environment. This is geared towards technical people who want a sandbox environment to work in the back-end of Costpoint and become familiar with the tool. This is not a class with an instructor, nor does it provide training materials. You can create your own queries, change table data, delete tables and table data in the environment without fear of causing harm to your own database.
Please note that Learning Lab Courses require you to fill in and send a Request Form before the course can be made available to you. The Request Form will open on your screen when you click on the link to launch the course. Requests are processed within 24 hours of the form being submitted.
  • System Administrator
  • DLZ Enhanced
Costpoint 7.1.1. Series: Support Material - Portal In this portal you will find a robust collection of assets designed to assist you in your Costpoint journey. These Videos, click-thrus and Quick Reference Cards cover everything from release notes to navigation to basic set ups.
Topics covered:
Release Notes
Navigation
Benefits Enrollment
Contract Management Overview
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Costpoint GovCon Cloud Moderate (GCCM) Overview - Functional Reference Guide Duration: 30min read

This functional reference guide covers the basic information and introduction of Costpoint's GovCon Cloud Moderate (GCCM) feature.

Topics covered:
GCCM Environment Overview
Personas in the GCCM offering
Cloud Maintenance
Accessing Dev Tool/TOAD/Framework Manager
  • Controller
  • Super User
  • System Administrator
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Costpoint VLC On Demand Request Form Use this form to request a private Virtual Live Class on a date of your choice.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced
Costpoint VLC On Demand - FAQ This printable document covers the frequently asked questions by people interested in taking the virtual live classes (VLC).
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Contracting Officer
  • Fixed Asset Specialist
  • General Ledger Specialist
  • Labor Specialist
  • Leave Specialist
  • Materials Specialist
  • Payroll Specialist
  • Planning Specialist
  • Pools Specialist
  • Project Specialist
  • Reporting Specialist
  • DLZ Enhanced