Asset Name Description Roles
Deltek Maconomy: What's New with 2.6.3

Introduction to the new features and functional enhancements for the 2.6.3 release of Deltek Maconomy

  • Accounts Payable
  • Accounts Receivable
  • HR Specialist
  • Super User
  • Account Manager
  • Employee
  • Subcontractor
  • Finance Director
  • Resource Planner
Deltek Maconomy: What's New in 2.6.2

Introduction to the new features and functional enhancements for the 2.6.2 release of Deltek Maconomy.

  • Accounts Payable
  • Accounts Receivable
  • HR Specialist
  • Super User
  • Project Manager
  • Account Manager
  • Employee
  • Subcontractor
  • Finance Director
  • Resource Planner
Maconomy Core Certification Exam (CPA)

The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam.

  • Super User
Maconomy Core Certification Exam (Legal)

The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam.

  • Super User
Deltek Maconomy: Web Client Navigation - Infographic

Learn how to navigation the Maconomy Web Client with the help of this document.

  • Accounts Payable
  • Accounts Receivable
  • HR Specialist
  • Super User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Employee
  • Subcontractor
  • Finance Director
Maconomy Core With People Planner Certification Exam

The Deltek Maconomy with People Planner Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam.

  • Super User
  • Project Manager
  • Resource Planner
Maconomy Core Certification Exam

The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam.

  • Super User
  • Project Manager
Deltek Maconomy: Project Reallocation - Infographic

Learn how to reallocate Project Entries in Maconomy with the help of this document.

  • Super User
  • Project Manager
Deltek Maconomy: Navigation - Infographic

Learn how to navigate Maconomy with the help of this document.

    Deltek Maconomy: Client Installation - Infographic

    This document will give you a step-by-step instruction on how to install the Maconomy Client software.

    • Super User
    • Employee
    Deltek Maconomy: Creating Sub Projects - InfographicLearn about creating Sub Projects within Maconomy.

    Topics Covered:

    Creating a Sub Project
    Sub Project Invoicing
    • Accounts Payable
    • Accounts Receivable
    • Super User
    • Project Manager
    • Account Manager
    • Subcontractor
    • Finance Director
    Deltek Maconomy: Project Price Lists - InfographicLearn about Project Price Lists within Maconomy.

    Topics covered:

    Prices tab
    Project Currency
    Sales Price List
    Fixed Exchange Rate
    Project Specific Prices, Time and Amount Prices
    • Accounts Payable
    • Accounts Receivable
    • Super User
    • Project Manager
    • Account Manager
    • Subcontractor
    • Finance Director
    Deltek Maconomy: Employee Control - InfographicDuration: 5 min Read
    Learn about the Employee Control and actions feature within Maconomy so you can ensure users are added to the employee control window so they are able to assign Time items to a project.
    Topics covered:
    • Employee Control Tab
    • Workspace Actions
    • Manually Adding Employees
    • Copying Employee Lists
    • Adding Employee Categories
    • Copying Employees from a Budget
    • Removing Employees
    • Super User
    • Project Manager
    • Account Manager
    • Subcontractor
    Deltek Maconomy: Time and Expense - InfographicDuration: 20m Read

    Learn about the Time & Expense feature within Maconomy including how to complete Timesheets, expense requests, utilize favorites and add mileage requests.

    Topics covered:

    Timesheet Entry
    Weekly vs Daily Timesheets
    Tasks
    Favorites
    Expense Requests
    Split Weeks
    Reopening Timesheets
    Deleting Timesheet Lines
    Attaching Documents
    Mileage Registration
    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy Resource Management Workspace - InfographicDuration: 10m Read 

    Learn about the People Planner Resource Management feature within Maconomy including how to navigate the system, how to configure the grid to your preferences as well as adding any additional new columns for further information.

    Topics covered:
    Resource Management
    Configuring Views
    Zoom Timescale
    Controls
    • Super User
    • Subcontractor
    • Resource Planner
    Maconomy: Project Budget - Functional Reference Guide

    Duration: 25m Read  Learn how to create Project Budgets and how to set up a budget with a work breakdown structure within Deltek Maconomy.  Topics covered: Introduction Baseline Budget Work Breakdown Structure Budget Revision Copy Budget Periodic Budget

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Project Invoicing - Functional Reference Guide

    Duration: 45m Read Learn about raising invoices for project work, which includes invoicing on account, as well as invoicing based on work done to date within Deltek Maconomy.  Topics covered: Project Workspace and Home Invoicing on Account Invoicing Time and Material Invoice Editing Draft Invoice Approval Credit Memo

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: General Ledger - Functional Reference Guide

    Duration: 30m Read Learn how to create and post journal entries as well as other features and functionality within the General Ledger module within Deltek Maconomy.  Topics covered: Journals Currency Revaluation

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Resource Management - Self-Paced LearningDuration: 1h

    Learn about the Resource Management features within Deltek Maconomy. 

    Topics covered:
    Get the most out of the course - 6m Read
    Introduction to Resource Management - 4m43s
    Create Budget by Resource Allocation - 12m40s
    Project Resourcing Overview - 6m15s 
    Assign Employees - 6m18s
    Assign Work - 6m37s
    Update ETC from People Planner - 3m
    My Plan for Employees - 3m38s
    Test Your Knowledge - 5m
    • Super User
    • Subcontractor
    • Resource Planner
    Maconomy: Project Budget - Self-Paced LearningDuration: 1h

    Learn how to create Project Budgets and how to set up a budget with a work breakdown structure within Deltek Maconomy. 

    Topics covered:
    Get the most out of the course - 6m Read
    Create Project Budget - 9m30s 
    Using a Work Breakdown Structure - 7m21s 
    Budget Revisions and Copy Budget - 4m57s 
    Create Budget by Resource Allocation - 12m40s 
    Periodic Budget - 7m04s 
    Test Your Knowledge - 5m
    • Accounts Payable
    • Accounts Receivable
    • Super User
    • Project Manager
    • Account Manager
    • Subcontractor
    • Finance Director
    Deltek Maconomy - Support Documentation PortalDuration: 4h Read

    This portal provides links to the most current print and online help documentation to support your needs.

    Topics covered:
    DFME User Guide - 1h Read
    iAccess Help - 1h Read
    Maconomy Online Help - 1h Read
    Maconomy Documentation Suite - 1h Read
    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Deltek Maconomy - Support Documentation PortalDuration: 4h Read

    This portal provides links to the most current print and online help documentation to support your needs.

    Topics covered:
    DFME User Guide - 1h Read
    iAccess Help - 1h Read
    Maconomy Online Help - 1h Read
    Maconomy Documentation Suite - 1h Read
    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Accounts Receivable - Functional Reference Guide

    Duration: 40m Read  Learn about the Accounts Receivable module and features within Deltek Maconomy.  Topics covered: Customer Creation Company Specific Customer  Customer Reconciliation AR Lookups Write-Off Bad Debt

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Banking - Functional Reference Guide

    Duration: 25m Read  Learn how to reconcile your bank statements and create payments to your vendors within Deltek Maconomy.  Topics covered: Banking Payments Banking Reconciliation Banking Lookup

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Credit Control - Functional Reference Guide

    Duration: 20m Read Learn about the Credit Control module and features within Deltek Maconomy.  Topics covered: Customer Information Cash Collection Workflow Credit Control Set Up

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Customer Relationship Management - Functional Reference Guide

    Duration: 40m Read Learn about the CRM aspects of Deltek Maconomy such as setting up contact persons and companies, creating new opportunities with sales estimates and budgets and how to create events and event flows, to help you manage your leads.  Topics covered: Create Contact Company Create Contact Person Create Event Create Opportunity Convert Opportunity into a Project Convert Contact into Customer

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Fixed Assets - Functional Reference Guide

    Duration: 1h Read Learn how to manage your assets within Deltek Maconomy.  Topics covered: Create Asset without Invoice Create Asset from an Invoice or Purchase Order Asset Adjustment Asset Relocation Asset Depreciation Asset Disposal Asset Lookups

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Human Resources - Functional Reference Guide

    Duration: 40m Read  Learn about the HR module including creating new company employees and manage various aspects of their profiles, managing absence periods and allowances for employees within Deltek Maconomy.  Topics covered: Create Employee Create Employee Vendor Create User Deactivate Users and Employees Absences

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Project Purchase Order - Functional Reference Guide

    Duration: 25m Read  Learn how to create Purchase Orders for project work that needs to be carried out by a 3rd party company within Deltek Maconomy.  Topics covered: Create Project Purchase Order Create Purchase Order Accrual Reverse Purchase Order Accrual Create Purchase Order Accrual Plan

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Time, Expense and Absence Registration - Functional Reference Guide

    Duration: 30m Read Learn how to use the Time and Expense module and features within Deltek Maconomy as well as registering mileage and creating an absence request.  Topics covered: Time Registration Expense Reigistration Mileage Registration Favorites Copy Time and Expenses Absence Request 

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Projects - Functional Reference Guide

    Duration: 1h Read Learn about the Projects features and functionality within Deltek Maconomy.  Topics covered: Project Workspace Project Creation Project Information Customer Information Project Employee Project Tasks Subprojects Project Lookup Project Closing

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Maconomy: Navigation - Functional Reference Guide

    Duration: 40m Read Learn how to get started with Deltek Maconomy with an introduction to the system and interface as well as looking at key concepts such as searching, filters and documents.  Topics covered: Workspace Wizards Functionality Exiting Maconomy

    • Accounts Payable
    • Accounts Receivable
    • HR Specialist
    • Super User
    • Project Manager
    • Account Manager
    • Employee
    • Subcontractor
    • Finance Director
    • Resource Planner
    Deltek Maconomy Power Launch: Month End - Video

    This video covers the month end process in Maconomy using the web client (2.6.1). 

    • Accounts Payable
    • Accounts Receivable
    • System Administrator
    • Finance Administrator
    • Management
    • Project Controller
    Maconomy Power Launch CRM (Web Client)

    Learn the CRM features of Deltek Maconomy including how to create prospects and how to manage opportunities. (Web client v 2.6.1)

    • System Administrator
    • Account Manager
    • Project Controller
    Deltek Maconomy Power Launch: Banking (Web Client)

    Learn how to use the Banking features of Deltek Maconomy Power Launch (web client).

    • Accounts Payable
    • Accounts Receivable
    • Controller
    • System Administrator
    Deltek Maconomy Power Launch: Fixed Assets (Web Client)

    Learn how to manage your assets within Deltek Maconomy Power Launch.

      Deltek Maconomy Power Launch: Project Purchase Orders (Web Client)

      Learn how to add and approve purchase orders.

      • System Administrator
      • Project Manager
      • Account Manager
      • Finance Administrator
      • Project Controller
      Deltek Maconomy Power Launch: Time, Expense and Absence (Web Client)

      Learn how to add timesheets, expenses, absence requests, and per diem.

      • System Administrator
      • Department Manager
      • Project Manager
      • Account Manager
      • Employee
      • Subcontractor
      • Resource Planner
      • Line Manager
      Deltek Maconomy Power Launch: Sales/Account Manager Training - eLearning

      Learn how Maconomy can help you manage customer and prospect information, update the pipeline and view the revenue forecast using the Web Client version 2.6.1.

      • System Administrator
      • Account Manager
      • Management
      Deltek Maconomy Power Launch: Project Invoicing (Web Client)

      Learn about Invoice types and functionality within Deltek Maconomy Power Launch. 

      • Project Manager
      • Account Manager
      • Resource Planner
      • Finance Administrator
      Deltek Maconomy Power Launch: Project Budgets (Web Client)

      Learn about Budget types and functionality within Deltek Maconomy Power Launch.  

      • Project Manager
      • Account Manager
      • Resource Planner
      • Finance Administrator
      Deltek Maconomy Power Launch: Project Manager Training - eLearning

      This course will walk you through using Maconomy to manage your projects, including project planning, resourcing, budgeting, invoicing, and monitoring the project finances. v2.6.

      • Super User
      • Project Manager
      Deltek Maconomy Power Launch: Projects (Web Client)

      Learn about the Projects features and functionality within Deltek Maconomy Power Launch.  Topics covered: Creating and closing projects, projects workspace, task lists, price lists, revenue forecasting, project reallocation and project progress evaluation. v2.6.1

      • Super User
      • Project Manager
      • Account Manager
      • Finance Director
      • Resource Planner
      Deltek Maconomy Power Launch: Accounts Receivable Series (Web Client)

      Learn the features and functions of the Maconomy Accounts Receivable workspace. Includes how to create and manage customers, create prospects, manage and reconcile customer payments.  Web Client version 2.6.1. 

      • Accounts Receivable
      • Controller
      • System Administrator
      • Finance Administrator
      Maconomy Power Launch: Accounts Payable (Web Client)

      Learn the features and functions of the Maconomy Accounts Payable workspace. Includes how to create and manage vendors, create purchase orders, and reconcile vendor transactions.  Web Client version 2.6.1.  

        Maconomy Core Certification Exam (Power Launch)














         

         


        The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam.

        • System Administrator
        Maconomy Power Launch: Employee Training - Self-Paced Learning

        Learn how Maconomy can help you complete your timesheets, submit expenses, and request absence in the most efficient way using the Web Client version 2.6.

        • Employee
        Deltek Maconomy Power Launch: Department Manager Training - Self-Paced Learning

        Learn how Maconomy can help you manage your team, including time and absence approval, utilization reporting, resource planning, and forecasting using the Web Client version 2.6.

        • Super User
        • Project Manager
        • Account Manager
        Deltek Maconomy Power Launch Introduction & Overview Portal

        Maconomy Power Launch is a pre-configured and fully documented ERP solution for professional service and project-oriented companies wanting to optimize clients, people, projects, and finance. Get full insight into the solution's best practice, content, and value on this site.

        • Accounts Payable
        • Accounts Receivable
        • Controller
        • HR Specialist
        • System Administrator
        • Department Manager
        • Project Manager
        • Account Manager
        • Employee
        • Subcontractor
        • Resource Planner
        • Finance Administrator
        • Line Manager
        • Management
        • Project Controller
        My Plan in Maconomy Essentials (DFME)

        Learn how to use MyPlan to view your assignments and tasks. (Web client v 2.6.1)

        • Super User
        • Employee
        Introduction to Deltek Maconomy Essentials (DFME)

        Learn the main features and functions of Maconomy Essentials, and understand how to navigate the system.(Web client v 2.6.1)

        • Accounts Payable
        • Accounts Receivable
        • HR Specialist
        • Super User
        • Account Manager
        • Employee
        • Subcontractor
        • Finance Director
        • Resource Planner
        Absence in Maconomy Essentials (DFME)

        Learn how to request time off in Maconomy Essentials. (Web client v 2.6.1)

        • Super User
        • Employee
        Approvals in Maconomy Essentials (DFME)

        Learn how to approve Time Sheets, Expenses, Absence Requests and Invoices in Maconomy Essentials. (Web client v 2.6.1)

        • Super User
        • Finance Director
        Expenses in Maconomy Essentials (DFME)

        Learn how to enter expenses and mileage efficiently in Maconomy Essentials. (Web client v 2.6.1)

        • Super User
        • Account Manager
        • Employee
        • Subcontractor
        Timesheets in Maconomy Essentials (DFME)

        Learn how to enter and edit timesheets efficiently in Maconomy Essentials. (Web client v 2.6.1)

        • Super User
        • Employee
        Maconomy Core Certification Exam (DFME)

        The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam.

        • Super User
        Deltek Maconomy German Essentials: Workspace Client Customer Relationship Management - Learning Video

        Dauer: 10m In diesem Kurs lernen Sie, wie Sie Opportunities in Maconomy Essentials Workspace Client verwalten. Das Modul beeinhaltet das Erstellen von Kontaktpersonen, Kontaktfirmen und Events. Sie sind nun in der Lage: Kontaktfirmen zu erstellen Kontaktpersonen zu erstellen  Opportunities zu erstellen Events zu erstellen

        • Account Manager
        • Line Manager
        Deltek Maconomy German Essentials: iAccess Time, Expense and Absence Approval for Managers - Learning Video

        Dieser Kurs erklärt Ihnen, wie Sie Zeit, Spesen, und Abwesenheiten in Maconomy Essentials iAccess genehmigen kann. Sie sind nun in der Lage: - Zeitblätter, Spesen und Reisekostenpauschalen zu genehmigen - Abwesenheiten zu genehmigen - Freibeträge zu genehmigen

        • Project Manager
        • Account Manager
        • Employee
        • Line Manager
        Deltek Maconomy German Essentials: iAccess Project Invoicing - Learning Video

        Dieser Kurs erklärt Ihnen, wie Sie Rechnungen in Maconomy Essentials iAccess erstellen. Sie sind nun in der Lage: - Rechnungspläne zu erstellen - Rechnungsentwürfe zu erstellen - Akonto Rechnungen und Rechnungen nach Aufwand zu erstellen - Gutschriften zu erstellen und Projekteinträge umzubuchen

        • Account Manager
        • Line Manager
        Deltek Maconomy German Essentials: iAccess Project Budget - Learning Video

        Dieser Kurs erklärt Ihnen, wie Sie ein Budget in Maconomy Essentials iAccess erstellen. Sie sind nun in der Lage: - Projekt-Budgets zu erstellen - Budgets zu kopieren - Budget-Revisionen zu erstellen

        • Project Manager
        Deltek Maconomy German Essentials: iAccess Projects - Learning Video

        Dauer: 10m  Dieser Kurs erklärt Ihnen alle wichtigen Funktionen des Projekt Workspaces in Maconomy Essentials iAccess. Sie sind nun in der Lage: Projekte zu erstellen und zu navigieren Subprojekte zu erstellen Projekte zu kopieren Projekte zu schließen

        • Project Manager
        Deltek Maconomy German Essentials: Time, Expense and Absence Registration - Learning Video

        In diesem Kurs lernen Sie alle wichtigen Funktionen des Mitarbeiterbereiches in Maconomy Essentials iAccess zu bedienen. Sie sind nun in der Lage: - Zeit und Spesen zu erfassen - Favoriten zu erstellen - Fahrtkosten und Reisekostenpauschalen zu registrieren - Abwesenheiten wie z.B. Urlaubsanträge einzureichen

        • Project Manager
        • Account Manager
        • Employee
        • Line Manager
        Deltek Maconomy German Essentials: iAccess Navigation - Learning Video

        Dauer: 5m  Dieser Kurs erklärt ihnen, wie Se sich erfolgreich in Maconomy Essentials Workspace Client anmelden und die Software navigieren. Sie sind nun in der Lage: Workspaces zu navigieren mit Filterlisten und der Suchfunktion zu arbeiten Dokumente in Maconomy zu verwalten

        • Project Manager
        • Account Manager
        • Employee
        • Line Manager
        Deltek Maconomy German Essentials: Workspace Client Navigation - Learning Video

        Dauer: 15m  Dieser Kurs erklärt ihnen, wie Sie ich erfolgreich in Maconomy Essentials iAccess anmelden und die Software navigieren. Sie sind nun in der Lage: sich anzumelden Workspaces zu navigieren Ihre Benachrichtigung zu lesen mit To-Dos zu arbeiten

        • Project Manager
        • Account Manager
        • Employee
        • Line Manager