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| Costpoint Time & Expense Series: Interactive Emails Start to Finish Setup - Infographic | This infographic provides information on how to install or set up Interactive Emails for Costpoint Time & Expense. Topics Covered:
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| Costpoint Materials Management Series: Product Definition v8.2 - Video | 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:
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| Costpoint Materials Management Series: Purchase Orders to Shipping Notification in the Supplier Portal v8.2 - Video | In this learning video, we will be covering how to setup, process the Purchase Orders, and Shipment information for the Supplier Portal. Topics covered:
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| Costpoint Time Series: Interactive Emails in Costpoint Time - Video | This video focuses on the interactive email configuration, timesheet reminder alerts, and interactive email process in Costpoint Time. Topics Covered:
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| Costpoint Pools Series: Project Transfer and Multi-Jobs v8.2 - Video | Learn about the setup procedures for using a Project Transfer and the unique constraints of this feature. Also, learn about the uses for the Multi-Job Allocation, its allocation base methodologies, and procedures for processing. Topics covered:
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| Costpoint Pools Series: Processing, Replication, & Specialized Pools v8.2 - Video | This learning video focuses on the steps to complete the allocation processing, specialized allocation mechanisms, best methodology for replicating cost pools, and procedures and utilities to be considered when changing a pool base. Topics covered:
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| Costpoint Projects Series: Time and Materials v8.2 - Video | 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:
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| Costpoint Projects Series: Setting up a Project v8.2 - Video | Learn about the steps in setting up a project and the uses of subtasks associated with the project setup. Topics covered:
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| Costpoint Projects Series: Revenue and Ceilings v8.2 - Video | 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:
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| Costpoint Projects Series: Project Transaction Validation Mechanisms v8.2 - Video | 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:
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| Costpoint Billing Series: Procedures - Time and Materials Invoice Processing v8.2 - Video | 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:
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| Costpoint Billing Series: Procedures - Time and Materials Billing Formulas and Formats v8.2 - Video | 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:
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| Costpoint Billing Series: Procedures - Scheduled Bills v8.2 - Video | 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:
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| Costpoint Billing Series: Procedures - Project Workforce, PLCs, and Rate Sequence v8.2 - Video | 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:
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| Costpoint Materials Management Series: Purchase Requisitions v8.2 - Video | This learning video demonstrates the Purchasing Workflow process and demonstrates the key steps in configuring the Purchase Requisition Controls, Enter Purchase Requisitions and Enter Vendor Quotes functionalities. Topics covered:
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| Costpoint Fundamentals Series: Touchpoints and the Time & Expense Domain - Video | This learning video highlights the Time & Expense (T&E) domain, T&E modules, Time timesheets, and Planning and T&E. Topics Covered:
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| Costpoint Fundamentals Series: Touchpoints and the Admin Domain - Video | This learning video provides an overview of the modules available in the Costpoint Admin domain, and a quick run-through of the Admin tasks in the Direction of Progression. Topics covered:
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| Costpoint Fundamentals Series: Touchpoints and the CRM & Contracts Domain - Video | This learning video provides an overview of the modules available in the Costpoint CRM & Contracts domain, and a quick run-through of the CRM & Contracts process flow. Topics covered:
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| Costpoint Planning Series: Burden Templates v8.2 - Video | Learn about the steps for how burden is calculated in Costpoint Planning. Topics covered:
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| Costpoint Planning Series: Resource Planning v8.2 - Video | Learn more about the functions of the Resource Planning module within Costpoint - Planning domain. Topics covered:
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| Costpoint Materials Management Series: Bills of Material v8.2 - Video | This learning video covers an overview of Bills of Materials, Work Centers, and the various Bills of Material reports. Topics covered:
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| Costpoint Fundamentals Series: Touchpoints and the People Domain - Video | This learning video highlights the Labor/Leave Process Flow, T&E Timesheets vs. Labor Timesheets vs. Time Timesheets, Labor Need to Knows, Labor Process Concepts, Employee Setup Decisions, Manage Employee Information, and Labor Costing.
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| Costpoint Accounting Series: Federal Tax Withholding on 1099s for both NEC and MISC 1099 Types v8.2 - Infographic | This printable document covers information about the Federal Tax Withholding on 1099s for both NEC and MISC 1099 Types.
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| Costpoint Fundamentals Series: Touchpoints for the Projects Domain - Video | This learning video focuses on the Projects domain that is used to manage and track the financial progress of your projects, including project revenue, expenses, and billings. Topics covered:
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| Costpoint Materials Management Series: Purchase Order Controls v8.2 - Video | This learning video will walk you through the Purchase Order Controls available in Costpoint Materials domain and how to create them. Topics covered:
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| Costpoint Materials Management Series: Supplier Portal Invoice Management v8.2 - Video | Learn about the steps on how to create invoices using Subcontractor Purchase Order types and demonstrated in different scenarios. Topics covered:
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| Costpoint Fundamentals Series: Touchpoints and the Planning Domain - Video | This learning video highlights Organizational Budgets/Outlooks, New Business Budgeting, Project Budgets/EACs, and Resource Planning within the Costpoint - Planning domain. Topics covered:
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| Costpoint Fundamentals Series: Touchpoints and the Accounting Domain - Video | This learning video focuses on the complex interactions between the operating domains and modules within Costpoint - Accounting domain. Topics covered:
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| Costpoint Fundamentals Series: Touchpoints Process Flow - Video | This learning video focuses 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. Topics covered:
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| Costpoint Contract Management Series: Subcontractor Management v8.2 - Self-paced Learning | Learn about the basic processes relevant to the Subcontractor Management feature of Costpoint. Topics covered:
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| Costpoint Fundamentals Series: User Basics v8.2 - Learning Video | Learn more about basic navigation within Costpoint. Topics covered:
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| What’s New in Costpoint 8.2 - Video | This video covers Costpoint's new enhanced features, and how they relate to the current version.
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| Costpoint Human Resources Series: Affirmative Action v8.2 - Learning Video | This learning video focuses on the configuration and setup of Affirmative Actions and the various reporting features, such as EEO-1 and VETS-4212 reporting. This also discusses the other employee reports available in the system. Topics covered:
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| Costpoint Business Intelligence: Dashboards v8.2 - Quick Reference Guide | Learn about using different dashboards available in Costpoint Business Intelligence. Topics covered:
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| Costpoint People Series: Team Management v8.2 - Infographic | This printable document covers information regarding the Team Management feature available in Costpoint People Topics covered:
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| Costpoint Human Resources v8.2 - Quick Reference Guide | 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:
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| Costpoint Payroll v8.2 - Quick Reference Guide | 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:
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| Costpoint Leave v8.2 - Quick Reference Guide | 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:
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| Costpoint Labor v8.2 - Quick Reference Guide | 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, employee allowances, and leave information. Topics covered:
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| Costpoint Fundamentals Series: Learn More User Basics v8.2 - Learning Video | This learning video covers more in depth for navigations and features available in Costpoint. Topics covered:
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| Costpoint Fixed Assets v8.2 - Quick Reference Guide | Learn about the methods to entering master record data, asset initialization, computing time status, auto-creation process, and disposal methods. |
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| Costpoint Human Resources Series: Compensation v8.2 - Learning Video | This learning video focuses on different employee areas that are affected by Human Resources. It discusses how to setup and configure the Compensation module to include compensation plans and job titles. Topics covered:
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| Costpoint Fundamentals Series: Posting in Costpoint v8.2 - Learning Video | This learning video covers what does posting do, explain its importance, and how it affects the accounting activities in Costpoint. Topics covered:
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| Costpoint: Glossary of Acronyms v8.2- Quick Reference Guide | 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: |
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| Costpoint Human Resources Series: Deferred Compensation and Benefits v8.2 - Learning Video | This learning video 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. Topics Covered:
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| Costpoint Contract Management Series: Contract Management v8.2 - Clickguide | 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:
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| Costpoint Materials Management v8.2 - Quick Reference Guide | 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:
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| Costpoint Human Resources Series: Personnel v8.2 - Learning Video | This learning video focuses on different Personnel areas including: Controls, Education, Skills and Training, and Personnel Actions. It covers how to first setup data such as awards and drug testing results information and then link them to employees. Topics covered:
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| Costpoint Materials Management: Supplier Portal Overview v8.2 - 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] |
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| Costpoint Payroll Series: Reports and Inquiries - Learning Video | This course focuses on the standard inquiries and reports for reviewing labor-based data. |
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| Costpoint 8.2 - Learning Portal | This portal is intended to help manage your Costpoint environment converting from an earlier version of Costpoint to Costpoint 8.2. It provides links to technical documentation and other resources specific to upgrading, with a special focus on our on-premise customers.
Topics covered:
New Features introduced in Costpoint 8.2
Helpful Materials
Frequently Asked Questions
Release Notes
Contact Information |
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| Costpoint Materials Management: Supplier Portal Buyer Dashboard v8.2 - Infographic | Get familiar with 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] |
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| Costpoint Quick Start: Fundamentals & Navigation - Self-Paced Learning | This Quick Start Guide will walk you through getting started with the fundamentals of Costpoint. You will learn about logging into Costpoint, configuring your preferences, searching for records, and managing data. Topics covered: Introduction/Getting Started Managing Records and Data |
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| Costpoint Accounts Payable v8.2 - Quick Reference Guide | 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. |
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| Costpoint Quick Start: Projects - Self-Paced Learning | This Quick Start Guide will give you a general understanding of how to manage and track the financial progress of your projects, including project revenue, expenses and billings. Topics covered: Introduction Project User Flow Structural Decisions Project Master Reports |
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| Costpoint Planning v8.2 - Quick Reference Guide | 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. |
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| Costpoint Fundamentals Series: Costpoint Releases and Packages - Infographic | Learn more about the new Costpoint release versions and packages. This infographic provides information on recent product changes. Topics covered: Long-Term and Innovative Release Costpoint Packages: Essentials, Advanced, and Expert |
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| Costpoint Shop Floor Time 2.0 v8.2 - Quick Reference Guide | Learn about the Web Time Clock feature available for Shop Floor Time version 2.0. This printable document includes each field and buttons descriptions. |
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| Costpoint Quick Start: Planning - Self-Paced Learning | This Quick Start Guide will give you a general understanding of Costpoint Planning, showing you how to navigate the Costpoint menu to the Project Budget/EACs, how to create and maintain project budgets, and how to review the Revenue Analysis and Analysis by Period. Topics covered: Introduction Project Budgets/EACs
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| Costpoint Projects v8.2 - Quick Reference Guide | 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. |
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| Costpoint Quick Start: General Ledger - Self-Paced Learning | This Quick Start Guide will give you a general understanding of the Costpoint General Ledger, showing you how to access, create, and post different types of Journal Entries within the module, and how to review available reports and inquiry screens. Topics covered: Introduction Accounting Periods Journals |
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| Costpoint Billing v8.2 - Quick Reference Guide | 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. |
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| Costpoint Quick Start: People - Self-Paced Learning | This Quick Start Guide will give you a general understanding of how to utilize the People domain in Costpoint, with specific emphasis on Employee, Labor, and Leave. Learn how to manage salary information and run employee-related data integrations.
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| Costpoint Billing Series: Unbilled Receivables v8.2 - Clickguide | 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. |
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| Costpoint Quick Start: Time & Expense - Self-Paced Learning | This Quick Start Guide will give you a general understanding of how to enter a timesheet or submit expenses.
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| Costpoint Pools Series: Cost of Money v8.2 - Clickguide | 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 |
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| Costpoint Quick Start: Business Intelligence - Self-Paced Learning | This Quick Start Guide will give you a general understanding of how end users can utilize Reports and Dashboards.
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| Costpoint Fundamentals v8.2 - Quick Reference Guide | Learn the basics, features, and navigation for Costpoint. This also covers functions as well as some of the useful terminology. Topics covered:
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| Costpoint Fixed Assets Series: Fixed Asset Depreciation and Reports v8.2 - Video | This learning video shows you how to process fixed assets, compute for projected depreciation, and generate different types of fixed asset reports.
Topics covered: Monthly Depreciation Processing Forecasting Depreciation Tracking Non-Depreciable Records Reports for Fixed Assets |
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| Costpoint Fixed Assets Series: Autocreation v8.2 - Video | Learn more about the Autocreation process in the Fixed Assets module.
Topics covered: Autocreation Overview Autocreation Process Steps Manage Purchase Orders Manage Purchase Order Receipt Manage Autocreation Accounts Manage Autocreation Transactions Print Autocreation Transactions Edit Report Create Asset Master Records Manage Purchase Order Vouchers |
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| Costpoint General Ledger Month End v8.2 - Quick Reference Guide | Learn about the five phases of the GL Month End closing process in this guide. This also includes the basics of recording journal entries, the first phase in the 5R month-end closing process. |
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| Costpoint Fixed Assets Series: Fixed Assets Management v8.2 - Video | Learn how to enter a fixed asset record, make changes to existing assets, and how to properly dispose of an asset. Also included here are the details on how to create leasehold improvements. Topics covered: Fixed Asset Master Record Changing an Asset Record Disposals Leasehold Improvements |
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| Costpoint GL Month End Series: Month End Overview and Recording Journal Entries v8.2 - Video | Learn the 5Rs of closing the month-end, the duality and the key tables of both General Ledger and Project Ledger, and period control. This focuses on Phase 1 of the 5Rs: Record Entries. Topics covered: Month End Overview System Duality Recording Entries Period Control Recording Journal Entries Collecting Data from the Other Ledgers |
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| Costpoint Pools v8.2 - Quick Reference Guide | 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. |
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| Costpoint GL Month End Series: Rate Computation and Recognizing Revenue v8.2 - Video | This learning video covers rate application, pool processing, and revenue computation. This focuses on Phases 2 and 3 of the 5Rs: Rate Computation and Recognizing Revenue.
Topics covered: Rate Computation Recognize Revenue Compute Revenue |
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| Costpoint Extensibility v8.2 - Quick Reference Guide | Learn about how to move custom reports from Cognos 10 into Cognos 11 for Costpoint CER Cloud Administrators. |
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| Costpoint Accounting Series: Fiscal Period Transactions v8.2 - Learning Video | This learning video covers the difference between Fiscal Year, Period, and Subperiod in the Data Entry screens and define each importance for every transaction. Topics covered:
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| Costpoint GL Month End Series: Reconciliation and Financial Reporting v8.2 - Video | This learning video covers the reconciling factors and techniques for completing the month-end process. This focuses on Phases 4 and 5 of the 5Rs: Reconcile and Review Report.
Topic covered: Project Ledger Standard Subsidiaries Unbilled Receivables Utilities Financial Reporting |
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| Costpoint Accounts Receivable Series: Start to Finish v8.2 - Learning Video | This learning video focuses on the configuration and setup of the Accounts Receivable Control screens, entering customers, and the setup and computing of finance charges on invoices. This also discusses how to enter and post cash receipts, including unknown cash receipts, and the various Accounts Receivable reports. Topics covered:
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| Costpoint Projects Series: Inter-Company Work Orders v8.2 - Self-Paced Learning | 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 IWO Specifics IWO External - Extra Processes IWO Internal Setup Demonstration |
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| Costpoint Accounts Payable Series: Overview and Controls v8.2 - Learning Video | 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:
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| Costpoint Bank Reconciliation v8.2 - Self-Paced Learning | 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 Update Cash Accounts Manage Bank Statement Information Create Bank Transaction History Accept Bank Transactions Accept Bank Transactions (MAN) Adjust Current Balances View Bank Reconciliation Summary Print Bank Reconciliation Summary and Detail Reports |
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| Costpoint Accounts Payable Series: Payments v8.2 - Learning Video | 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:
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| Costpoint Billing Series: Overview - Module Initialization and Controls v8.2 - Video | 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 Billing User Groups Remittance Address Billing Standard Text Billing Taxability Manage Other Changes |
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| Costpoint Accounts Payable Series: Vendor Setup v8.2 - Learning Video | 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:
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| Costpoint Billing Series: Overview - Open Billing Detail v8.2 - Video | 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 Open Billing Detail Status Field Adjust Open Billing Detail Records Purge Information |
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| Costpoint Accounts Payable Series: Vouchers Part 1 v8.2 - Learning Video | Learn more about the different types of vouchers in Costpoint and the basic process flow in managing them. This is 1 of 2 learning videos for vouchers under the Costpoint Accounts Payable Series. Topics covered:
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| Costpoint Billing Series: Overview - Project Billing Information and Customers v8.2 - Video | 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 Accounts Receivable Manage Customers |
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| Costpoint Accounts Payable Series: Vouchers Part 2 v8.2 - Learning Video | Learn more about how to correct vouchers depending on a scenario and create inquiries and reports. This is 2 of 2 learning videos for vouchers under the Costpoint Accounts Payable Series. Topics covered:
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| Costpoint Billing Series: Procedures - Cost Plus Bill v8.2 - Video | 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 Check records included in the invoice Calculate the invoice Manage Standard Bills Print a draft copy Print a final copy Post Standard Bills |
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| 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 |
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| Costpoint Billing Series: Procedures - Invoice Ceilings v8.2 - Video | Learn about the 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 Overrides for Billing Manage Project Total Ceiling |
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| Costpoint 8.1 - Learning Portal | This portal is intended to help manage your Costpoint environment whether you are converting from Costpoint 7.1.1 or Costpoint 8.0. It provides links to technical documentation and other resources specific to upgrading, with a special focus on our on-premise customers. Topics covered: New Features introduced in Costpoint 8.1 Helpful Materials Frequently Asked Questions Release Notes Contact Information |
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| Costpoint Billing Series: Procedures - Manual Bills v8.2 - Video | 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 Entering Billing information Posting a Manual Bil |
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| 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 |
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| Costpoint Billing Series: Procedures - Milestone Billing v8.2 - Video | 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: Uses of the Milestone Percent Complete bills Processing steps for creating a Milestone Percent Complete invoice |
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| Costpoint 8.0 - 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 |
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| Costpoint Contract Management Series: GovWin IQ Integration Overview v8.2 - eLearning | This guide will walk you through the process and steps on how to import opportunity and vendor records from GovWin IQ into Costpoint. Topics covered:
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| 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 |
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| Costpoint Materials Management Series: Blanket Purchase Order and Purchase Order Vouchers v8.2 - Video | This learning video will walk you through entering Blanket Purchase Orders and information on Purchase Order Vouchers available in the Costpoint Materials domain. Topics covered:
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| 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 |
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| 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 - 1m 33s Time subtasks - 3m 6s Entering timesheet - 10m 58s Important features - 2m 15s |
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| Costpoint Time and Expense Series: Correcting a Timesheet - Learning Video | Duration: 11 min Learn more about the features within the Time and Expense domain. This learning video will walk you through how to correct timesheets using Costpoint Time. Topics covered: Correction examples - 1m Correct an Open and Unsigned Timesheets - 4m 58s Correct a Signed and Processed Timesheets - 2m 41s |
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| Costpoint Time and Expense Series: Utilizing Favorites - Learning Video | Duration: 7 min Learn more about the features within the Time & Expense domain. This learning video will walk you through how to utilize your favorited items commonly used in Costpoint Time. Topics covered: Add Line to Favorites - 1m 34s Charge Favorites - 3m 52s |
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| Costpoint Time and Expense Series: Utilizing Work Schedule to Request and Manage Leave - Learning Video | Duration: 13min This learning video will walk you through how to access and utilize the work schedule within Time and Expense to request and view leave. Topics covered: Work Schedule/Leave Information - 3m 21s Work Schedule/Leave Subtasks - 4m 6s Employee Work Schedule Dates - 1m 56s Deleting Leave Requests - 1m 23s |
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| Costpoint Tips and Tricks Series: Useful Utilities and Tools - Learning Video | Duration: 1hr
This learning video provides information on various utilities, reports, and processes that already reside in Costpoint that you may find useful.
Topics covered: Payroll - 16m Labor - 5m General Ledger - 12m Cost Pools - 5m Projects - 9m Billing - 1m 30s |
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| 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 |
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| Costpoint Time and Expense Series: Mobile Leave Request - Learning Video | Duration: 5 min This learning video provides information on how to record leave using Costpoint Mobile Time and Expense application. Topics covered: Leave Request Work Schedule |
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| Costpoint Time v8.2 - Quick Reference Guide | Learn how to log in and enter your time in a basic timesheet for Costpoint. This also includes important steps and navigation for the Costpoint Mobile Time app. Topics covered:
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| 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 |
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| 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 |
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| 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 |
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| 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. [Keywords and Related Searches - elearning, online learning, online course, te10, navigating a timesheet for mobile, using the timesheet for mobile, manage timesheet approvals for mobile, timesheet ancillary functions for mobile, employee leave requests for mobile, expense report creation for mobile application, expense report ancillary functions for mobile application, entering claimed expenses for mobile application, creating cash advance request for mobile application] |
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| Costpoint Time and Expense Series: Intelligent Character Recognition - Learning Video | Duration: 7min Learn about using the Intelligent Character Recognition (ICR) to upload receipts and populate Expense Reports in Time and Expense. Topics covered: Overview - 1m 8s My Outstanding Expenses - 1m 41s Expense Report - 2m 30s
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| Costpoint Time and Expense: Timesheet Classes Entry Mode - Learning Video | Duration: 8min This learning video will walk you through the Timesheet Class Entry Modes within Time and Expense. Topics covered: Overview - 1m 37s Timesheet Entry Modes - 3m 10s Using Mobile Time Application - 1m 42s |
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| Costpoint Time and Expense Series: Clear Timesheets - Infographic | Duration: 8min read Learn more about how to clear timesheets available in the Costpoint Time module. This function is useful for Time Admin, Managers and Supervisors. Topics covered: Clear Timesheets overview Tables affected Steps on how to clear timesheets |
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| Costpoint Time and Expense Series for Administrators: Updating Per Diem Rates - Infographic | This infographic focuses on the steps in updating per diem rates.
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| 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 |
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| Costpoint Accelerated Launch: Learn More - Infographic | Learn more about the Deltek University Accelerated Launch program and how we can support your organization's learning about specific modules within Costpoint. |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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] |
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| 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] |
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| 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] |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Expense v8.2 - Quick Reference Guide | 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.
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| 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 |
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| 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] |
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| Costpoint Projects Series: Revenue Recognition and Troubleshooting - Learning Video | This course focuses on the primary configuration elements to recognize project revenue, the PROJ_SUM table, and the Redistribute Revenue process.
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| 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 |
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| 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 |
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| Costpoint Year-End Series: Closing the Leave Year - Learning Video | Learn about how to close the Leave Year, which includes the steps needed before the process begins, what is involved with specifically closing the Leave Year, and what actions are required after closing the Leave Year.
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| Costpoint Year-End Series: Timing Considerations for Payroll, Labor, and Leave - Learning Video | This learning video will familiarize you with how the payroll, labor, and leave periods, sometimes called cycles, interact with each other. By knowing and understanding this information, it will help prevent some common year-end issues from occurring at your organization. Topics covered:
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| Costpoint Year-End Series: Preparing Projects Side at Year-End - Learning Video | Learn about the configuration and process screens in your Projects area that may need to be reviewed or run in order to have your project's data appear properly on reports and have your revenue and billing calculations perform correctly in your new fiscal year. In this Learning Video, you will learn how to prepare the data that is in your Projects domain for the beginning of your new fiscal year. Topics covered:
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Billing Series: Overview - Billing Process Flows - Learning Video | 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:
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| 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 |
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| Costpoint Pools Series: Introduction to Allocation Mechanisms - Learning Video | This learning video covers the an overview for the four allocation mechanisms within Costpoint: cost pool, service center, multi-job allocation and project transfer. This is part 1 of 3 related titles for Pools: Allocation Mechanisms.
Topics covered: Service Center Cost Pool Multi-Job Allocation Project Transfer |
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| Costpoint Pools Series: Service Center - Learning Video | This learning video covers details about the Service Center. This is part 2 of 3 related titles for Pools: Allocation Mechanisms.
Topics covered: Service Center Overview Special Accounts and Requirements Base Set Up Mode Options Manage Cost Pools Manage Unit Usage |
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| Costpoint Pools Series: Cost and Hours Based Pools - Learning Video | This learning video reviews the information necessary to implement Cost and Hours Based Pools This is part 3 of 3 related titles for Pools: Allocation Mechanisms.
Topics covered: Cost Pools Overview Important Tables Primary Control Screens and Subtasks Financial Statement Reclass Wild Cards Hours Based Pools |
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| Costpoint Business Intelligence Series: New UI Changes - Learning Video | This course focuses on the updates for Cognos Analytics with Watson 11.2.4, including navigational and content list updates. Topics covered:
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| Costpoint Business Intelligence Series: Cognos Analytics with Watson v11.2.4 Feature Enhancement - Quick Reference Guide | Duration: 10min read Learn about the new features in Cognos Analytics v11.2.4. This is the supporting technology in Business Intelligence; these features were introduced for use in the latter period of Costpoint v8.1 and early into v8.2. Topics covered:
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| Costpoint Business Intelligence Series: What's new in 11.1.7 - Functional Reference Guide | This covers the new features of Cognos Analytics v11.1.7 which is the underlying application of Costpoint Business Intelligence v8.0 release.
Topics covered: General Reporting Dashboards and Stories Data Modeling Artificial Intelligence (AI) |
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| Costpoint Business Intelligence Series: Managing Your Costpoint Business Intelligence Content (Basics) - Functional Reference Guide | Duration: 30min read This Functional Reference Guide will provide step-by-step guidance for understanding, managing, and securing your Business Intelligence content in Deltek's Multitenancy Cloud Environment. Topics covered: Business Intelligence Overview Add, Arrange, Copy, and Moving Folders Add Permissions to a Folder for a Standard Deltek Group Production Library Folder Securing Folders using Standard Deltek Object Security Groups Moving Custom Objects to Folder Structures |
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| 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] |
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| 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 |
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| Costpoint Business Intelligence Series: List Reports from Creation to Publication - Learning Video | This learning video is targeted to Business Intelligence Report Authors and is focused on authoring List Reports. Users will explore the List Report and discuss instances where it could be used.
Topics covered:
List Report Overview |
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| Costpoint Business Intelligence Series: Report Headers and Footers - Learning Video | Learn about how to set up report headers and footers within Business Intelligence. Topics covered: |
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| Costpoint Business Intelligence Series: Drill-Through Reporting - Learning Video | This course covers the concepts and features of a drill-through report and the overall process of creating a drill-through report. Topics covered: |
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| Costpoint Business Intelligence Series: Visualizations - Learning Video | This course covers the requirements and prerequisites in creating visualizations, concepts and features of visualizations, and the overall process of creating a visualization. Topics covered: |
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| Costpoint Business Intelligence Series: Crosstab Report Creation - Learning Video | This course covers the concepts and features of a crosstab report, specifications, and the overall process of creating a crosstab report. Topics covered: |
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| Costpoint Business Intelligence Series: Scheduling and Subscriptions - Learning Video | Learn about how to create and view schedules and subscriptions within Business Intelligence. Topics covered: |
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| 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 |
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| 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 |
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| Costpoint Business Intelligence Series: Developing Calculations - Learning Video | Duration: 10 min Learn more about how to develop calculations within Business Intelligence. Topics covered: Types of Calculations - 1m 15s Layout Calculations - 3m 41s Query Calculations - 4m 8s |
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| 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 |
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| Costpoint Business Intelligence Series: Authoring for Smart AI - Learning Video | Duration: 1hr This learning video will provide a deep dive into each of the underlying Data Modules provided with our Smart AI offering to have a better understanding of the data and are better prepared to author your own content. This currently covers Resource and HR Management. Topic covered: Smart AI Overview - 3m Resource Management: Major Structure Components - 2m 36s Supporting Details - 2m 35s Dashboard Authoring Tool - 6m 37s Utilization Calculation -2m 38s Summary and Dashboard Sample - 1m 6s Human Resource Management: Employee Basic Info - 1m 47s Demographics - 10s Hire/Termination Info – 2m 3s Employee Certifications and Degrees - 23s Employee Lab Info - 43s Employee Skills and UDEF - 1M 12s Headcount - 5m 2s Relative Time - 3m 20s Visualizations - 4m 5s Summary and Dashboard Sample - 53s |
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| Costpoint Business Intelligence Series: Report Expressions - Infographic | Duration: 15min read This printable document provides information on the sections and icons that may be available in an Expression pop-up box. Topics covered: Types of Expression boxes Details of the Expression boxes (Name, Available Components, Expression Definition, Information, and Toolbar) |
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Business Intelligence Series: Administrator Setup Guide - Support Material | 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: |
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| 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. Topics covered: Dashboard creation and setup - 1m 27s Visualization - 2m 25s Filters - 1m 37s Fields, Columns, and Calculation Editor - 7m |
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| 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.
Topics covered:
Overview
Measures and Filters
Navigation Paths
Artificial Intelligence (AI)
Data Groups and Cleaning
Reports Source |
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| Costpoint 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] |
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| Costpoint 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] |
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| 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 |
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| 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 |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Labor Series: Timesheets - Learning Video | Duration: 45 mins This learning video focuses on the Costpoint Labor Timesheet. It is intended for users who manage their organization’s labor and timesheet processes. Topics covered: Overview - 2m |
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| Costpoint Leave Series: Leave Processing - Learning Video | Duration: 40 min This learning video focuses on processing leave and accruals usage and creating leave payout timesheets. It is intended for users who manage their organization’s labor and leave processes. Topics covered: Compute Leave Accruals - 5m 54s Manage Leave Edit Table - 6m 28s Post Leave Accruals - 8m 42s Manage Employee Leave - 10m 42s |
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| 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 |
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| Costpoint Leave Series: Leave Setup - Learning Video | Duration: 48 min This learning video will focus on the setup for the Costpoint's Leave module and is intended for users who configures their organization’s labor and leave systems. Topics covered: Leave Process Flow - 2m 2s Accounting for Leave Pay - 3m 25s Leave Setup demonstration - 5m Leave Setup Checklist - 2m 39s Leave Balance Ceiling Methids - 1m 48s Leave Accrual Method Codes - 4m 12s Leave Controls - 4m 54s Leave Types - 5m 7s Leave Codes - 9m 23s Assigning Leave to Employees - 3m 36s Reconcile Leave Balances 2m 24s |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Payroll Series: 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Year-End Series: Closing the Payroll Year - Learning Video | Learn about how to close the payroll year, which includes the steps needed before closing the payroll year, what is involved with specifically closing the payroll year, and what necessary actions are required after closing the payroll year. Topics covered:
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| Costpoint Year-End Series: Creating W-2s - Learning Video | This learning video will guide you through the steps and best practices surrounding the W-2 creation process. Topics covered:
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| 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] |
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| Costpoint Year-End Series: Accounts Payable and 1099s - Learning Video | This Learning Video will go through the 1099 process. It provides details on what is necessary for a vendor and a voucher to be included in the 1099 creation process. Topics covered:
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| 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 |
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| Costpoint Fixed Assets Series: Fixed Assets Controls - Learning Video | Learn about configuring the setup screens for Costpoint Fixed Assets module. This includes setting up property types, classifications codes, and various depreciation methods.
Topics covered:
Process Flow
Control Applications |
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| Costpoint Multicurrency - Functional Reference Guide | Duration: 40min read 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 |
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Planning Series: Jump start your AOP using Project Budgets (Traditional Method) - Self-Paced Learning | Duration: 1 hour and 30 minutes. This scenario-based training for the 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] |
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| Costpoint Planning Series: Create Employee Requisition from Planning New Business Budgets - Self-Paced Learning | Duration: 1 hour. 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 |
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| Costpoint Planning Series: Earned Value Management - Learning Video | This learning video will guide you through the steps to use and understand the planning earned value functionality. Topics covered:
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Planning Series: New Business Budgeting - Functional Reference Guide | Duration: 30 min Learn about how the new business budgeting works in the Planning domain for Costpoint. Topics covered: New Business Budgeting Updated Menu Structure and Labeling Functionality Creating New Business Budgeting and Subtasks |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Planning Series: Importing Budgets from Excel - Learning Video | Duration: 10min
Learn about the requirements and process for importing budgets from excel into Costpoint Planning.
Topics covered:
Overview - 1m |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Contract Management 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 |
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| 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 |
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| 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 |
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| Costpoint Administrator Series: User Interface Profiles - Learning Video | Duration: 8mins Learn more about the User Interface Profiles (also known as UI Profiles) and Navigation Banners, and how they are used by Administrators of Costpoint. Topics covered: Defining UI Profiles - 1m 2s Requirements to Modify Screens - 1m Steps in Creating a UI Profile - 1m 3s Introduction to Navigation Banners - 1m 9s Steps in Creating a Navigation Banner - 1m 47s Predefined Navigation Banners - 27s |
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| 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 Preparing for Implementation Encryption Practices Active Directory (AD) Manager Accessing Dev Tool/TOAD/Framework Manager |
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| 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 |
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| 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 |
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| 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. |
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| 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 |
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| 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 |
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| Costpoint Payroll Series: Compute Payroll - Learning Video | This learning video focuses on the payroll computation process from timesheet to paycheck. It is intended for users who manage the payroll for their organization.
Topics covered: Update Excess Life Deductions Activate Pending Employee Bank Info Compute Payroll Manage Payroll Records Print Payroll Edit Report Create ACH Bank File Print ACH File Report Print Payment Advices Print Paychecks |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| Costpoint Certification with Time Exam | Duration: 1h 30m The Deltek Professional Costpoint Certification with Time 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. |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Costpoint Business Intelligence Series: Administrator Overview of Smart AI - Functional Reference Guide | Duration: 30 min read Learn more about the Smart AI capability in Costpoint Business Intelligence. This functional reference is intended for Administrators. Topics covered: Copying the Smart AI folder to Company content Refresh Data Sets Explore Dashboards Customize and Schedule Jobs Adding filters to Data Set Performance Stats Security Data Module Smart AI Performance |
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| Costpoint Business Intelligence Series: End User Overview of Smart AI - Functional Reference Guide | Duration: 30 min read Learn more about the Smart AI capability in Costpoint Business Intelligence. This functional reference is intended for End Users. Topics covered: Overview - AI Assistant Smart AI for Executives Smart AI for HR Smart AI for Planning Smart AI for Projects Smart AI for Procurement Explorations - Creating your own Visualizations with the AI Assistant |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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