Course Catalog

This video provides an overview of Costpoint's inner workings, illustrating the process flow and detailing the system's progression of data inputs and outputs. It visually maps out the key stages of Costpoint operations, clearly understanding how data moves through each phase for streamlined decision-making.

Topics covered:

• General Ledger


• Accounts Payable and Receivable


• Accounting


• Billing and Revenue


• Reporting


• Materials

• Accounts Payable
• Accounts Receivable
• Billing Specialist
• General Ledger Specialist
• Reporting Specialist

Duration: 5m read

The infographic provides detailed instructions for Costpoint administrators on customizing email styling. 

Topics covered:

• Steps to customize email styling


• Available email styling options


• Sample customized email

• System Administrator

This is an introduction to the Deltek Test Runner Tool, designed to streamline and automate testing processes. This course is ideal for testers and can be used as a guide for first-time setup or as refresher training, particularly after a browser update.

Topics covered:

• What is Test Runner and Why Use It?


• Who is a Typical User?


• What will I Need on Hand Before Starting the Initial Setup?


• How do I install and set-up Deltek Test Runner?

• System Administrator

This infographic provides an overview of the Opt-In feature functionality within the Costpoint system.

• System Administrator

This infographic highlights key enhancements in Costpoint People’s Team Management, including the ability to store current salary data for new records, edit the Work Hours in Year field, calculate Salary and Annual Rates, and use the Estimated Hours field.

Topics Covered:

• Previous Employee Salary Records in Team Management


• New Work Hours in Year Field for Calculating Salary and Annual Rates

• HR Specialist
• System Administrator

This infographic overviews the Total Spread Methods and Fill Capability within Costpoint Planning. This is aimed at users managing project budgets and resource allocation, focusing on the ease of spreading and filling budget data.

Topics covered:

• Menu for Custom Spread Methods


• Entering a Total Budget and Spread


• Fill Functionality

• Planning Specialist

This infographic provides an overview of Costpoint's inner workings, illustrating the process flow and detailing the system's progression of data inputs and outputs. It visually maps out the key stages of Costpoint operations, clearly understanding how data moves through each phase for streamlined decision-making.

Topics covered:

• General Ledger


• Accounts Payable and Receivable


• Accounting


• Billing and Revenue


• Reporting


• Materials

• Accounts Payable
• Accounts Receivable
• Billing Specialist
• General Ledger Specialist
• Reporting Specialist

This document covers general information on how to run jobs for print and process applications using the applications under the Job Management module.

Topics covered:

• Introduction to Costpoint Job Management


• Step-by-step guide to using the Job Management module

• System Administrator

This infographic details the enhancements in the Electronic Funds Transfer (EFT) process for international transactions within the Costpoint Accounting system.

Topics covered:

• Overview of the feature


• Quick Tips for Setting Up IAT Functionality


• EFT Info settings

• Accounts Payable

This video walks you through the actions you can do as a supplier in the Manage Vendors screen of the Supplier Portal. Learn how to manage contacts, vendor employees, view select vendor information, view action history for actions taken, and communicate change requests.

Topics covered:

• Add and edit contacts


• Add and edit vendor employees


• View select vendor information


• View action history for actions taken


• Communicate change requests

• Materials Specialist

This infographic provides setup information for Overtime Calculation.

Topics Covered:

• Overtime Calculation Setup


• Scheduled Jobs

• Time and Expense Manager
• Time Administrator
• Expense Administrator

Learn more about the latest changes to Cash Receipts in Costpoint 8.2.

• Accounts Receivable

This document covers general information about Ask Dela in Costpoint.

Topics covered:

• Enabling Ask Dela


• Interacting with Ask Dela


• Tips for Effective Communication with Ask Dela


• Limitations


• Frequently Asked Questions

• Accounts Payable
• Accounts Receivable
• Billing Specialist
• HR Specialist
• Fixed Asset Specialist
• General Ledger Specialist
• Labor Specialist
• Leave Specialist
• Materials Specialist
• Payroll Specialist
• Planning Specialist
• Pools Specialist
• Reporting Specialist
• Time and Expense End User
• Time and Expense Manager
• Time User
• Expense User
• Time Administrator
• Expense Administrator

The Quick Entry Expense Report infographic guides users through the process of navigating, setting up, and using the Quick Entry Expense Report feature, including how to add an expense.

Topics Covered:

Quick Entry Expense Report Navigation
Setup in Expense
Quick Entry Expense Report Form
Adding Expenses

• Super User
• Time and Expense End User
• Time and Expense Manager
• Expense User
• Expense Administrator

Learn more about the feature in Costpoint that enhances your project management capabilities. This infographic covers how you can specify start and end dates for each employee, vendor, and vendor employee involved in a project.

Topics covered:

Project Workforce Start and End Dates features
Mass Add Project Workforce
Manage Work Assignments

• Project Specialist

This learning video covers an overview of Material Requirements Planning (MRP) and the various MRP reports.

Topics covered:

• Material Requirements Planning (MRP) Input and Controls


• Action Messages


• MRP Reports

• Materials Specialist

This infographic provides information on setting up the Work Breakdown Structure for a New Business Budget.

Topics covered:
How to Set up a New Business Budget

• Planning Specialist

This learning video provides an overview of the modules available in the Costpoint Materials domain, and a run-through of the Materials Process Flow.

Topics covered:

• Overview of Materials Domain


• Materials Domain Modules


• Materials Process Flow

• Materials Specialist

This infographic provides information on how to install or set up Interactive Emails for Costpoint Time & Expense.

Topics Covered:

• What are Interactive Emails?


• Prerequisite


• Costpoint Configuration


• What are Interactive Emails used for?


• Timesheet Reminders


• Customize Timesheet Reminder Alerts

• Super User
• Time and Expense End User
• Time and Expense Manager
• Time User
• Expense User
• Time Administrator
• Expense Administrator
• Time and Expense User

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

Topics covered:

• Configure Product Definition application


• Items: Parts, Goods, and Services


• Manage Vendors

• Super User
• Materials Specialist

In this learning video, we will be covering how to setup, process the Purchase Orders, and Shipment information for the Supplier Portal.

Topics covered:

• Setup info for Supplier Portal


• Supplier Portal with RFQ and Quotes


• Supplier Portal with Purchase Orders


• Supplier Portal with Shipment information


• Supplier Portal Dashboards

• Super User
• Materials Specialist

This video focuses on the interactive email configuration, timesheet reminder alerts, and interactive email process in Costpoint Time.

Topics Covered:

• Interactive Emails in Costpoint Time


• Interactive Email Reminders in Costpoint Time


• Timesheet Reminder Alerts


• Interactive Email Process

• Time User
• Time Administrator

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:

• Project Transfer


• Project Multi-Job

• Pools Specialist

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:

• The Pool Processing Cycle


• Circular References


• Specialized Allocation Mechanisms


• Cost Pool Replication


• Changing the Pool Base Mid-Year

• Pools Specialist

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

Topics covered:

• Overview


• General and Project Labor Category


• Project Work Force and how to set up


• Rate Sequence


• Assigning Billing Formula

• Project Specialist

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

Topics covered:

• Default Setup of Project levels


• Configure Project Settings


• Manage Project User Flow levels

• Project Specialist

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

Topics covered:

• Revenue Recognition


• Owning vs Performing Org


• Cross-Charging Environment


• Revenue Formula Setup


• Ceilings and Overrides

• Project Specialist

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

Topics covered:

• Project Account Group (PAG)


• Limit Organizations


• Project Replication

• Project Specialist

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

Topics covered:

• Records Review


• Load Labor Rates


• Calculate Standard Bills


• Manage Standard Bills


• Print a Draft Copy


• Print Final Invoice and Post Standard Bills

• Billing Specialist

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

Topics covered:

• Various Meanings of Time and Material


• Time and Material Formulas


• Billing Format Creation

• Billing Specialist

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

Topics covered:

• Benefits and Uses of a Schedule Fixed Price Invoice


• Processing Steps for a Fixed Price Schedule Bill Calculate Bills and Review Onscreen Invoice


• Posting an Invoice

• Billing Specialist

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

Topics covered:

• Project Workforce


• Project Labor Categories


• Rate Sequence

• Billing Specialist

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:

• Setup and View Purchase Requisition Controls


• Enter a Purchase Requisition


• Print a Purchase Requisition


• Approve a Purchase Requisition


• Enter and Manage Vendor Quotes

• Materials Specialist

This learning video highlights the Time & Expense (T&E) domain, T&E modules, Time timesheets, and Planning and T&E.

Topics Covered:

• T&E Domain


• T&E Modules


• Time Timesheets


• Planning and T&E

• Time User
• Expense User
• Time Administrator

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:

• Overview of Admin Domain


• Admin Domain Modules


• Direction of Progression

• System Administrator

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:

• Overview of CRM & Contracts Domain


• CRM & Contracts Domain Modules


• Process Flow

• Contracting Officer

Learn about the steps for how burden is calculated in Costpoint Planning.

Topics covered:

• Overview


• Burden Templates


• Using the Default steps


• Using a Burden Template

• Planning Specialist

Learn more about the functions of the Resource Planning module within Costpoint - Planning domain.

Topics covered:

• Resource Planning Overview


• Create a Team or Workforce


• Advanced Search


• Add/Edit/Delete Assignments


• Reschedule and Reassign Process

• Planning Specialist

This learning video covers an overview of Bills of Materials, Work Centers, and the various Bills of Material reports.

Topics covered:

• Bills of Materials Controls


• Work Centers


• Reports and Inquiries

• Materials Specialist

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.

Topics Covered:

• 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


• Labor Costing

• HR Specialist
• Labor Specialist
• Leave Specialist

This printable document covers information about the Federal Tax Withholding on 1099s for both NEC and MISC 1099 Types.

Topics covered:

• FEDMIS 1099 type overview


• Processing steps for Federal Tax withholding payments using 1099 types

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:

• Total Project Accounting Design


• Project User Flow


• Time and Materials setup


• Billing Module


• Revenue Process Flow

• Project Specialist

This learning video will walk you through the Purchase Order Controls available in Costpoint Materials domain and how to create them.

Topics covered:

• Manage Branch Locations


• Configuring Purchase Settings


• Manage Buyers


• Manage Line Charge Types


• Manage Standard Text


• Manage Procurement Types


• Configure Purchase Order Print Options


• Purchase Order Types


• Manage Purchase Orders

• Materials Specialist

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

Topics covered:

• 1st Scenario: Payer creates the invoice


• 2nd Scenario: Subcontractor creates the invoice


• 3rd Scenario: Supplier creates the invoice

• Super User
• Materials Specialist

This learning video highlights Organizational Budgets/Outlooks, New Business Budgeting, Project Budgets/EACs, and Resource Planning within the Costpoint - Planning domain.

Topics covered:

• Planning Domain Introduction


• Organizational Budgets/Outlooks


• New Business Budgeting


• Project Budgets/EACs


• Resource Planning

• Planning Specialist

This learning video focuses on the complex interactions between the operating domains and modules within Costpoint - Accounting domain.

Topics covered:

• Accounting Domain introduction


• General Ledger overview and process flow

• General Ledger Specialist

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:

• Costpoint Domains


• Two Primary Ledgers


• Architecture and Structural Elements


• Costpoint Placemat


• Data Inputs and Database Tables

Learn about the basic processes relevant to the Subcontractor Management feature of Costpoint.

Topics covered:

• Subcontractor Management Process Overview


• Vendor Employees


• Control Settings


• Subcontractor Invoices


• Procurement


• Work Assignments


• T&E Subcontractor Timesheet Processing


• T&E Integrations and Configuration


• T&E Subcontractor Expense Processing

• Super User
• Contracting Officer

Learn more about basic navigation within Costpoint.

Topics covered:

• Login to Costpoint


• Changing Passwords


• Changing Companies in Costpoint


• Domains


• Global Menu and Global Toolbar


• Types of Modules


• General Interface


• Application Review


• Security: Access Rights

This video covers Costpoint's new enhanced features, and how they relate to the current version.
Topics:

• General


• Accounting


• CRM & Contracts


• Planning


• Projects


• Materials


• People


• Time & Expense


• Reports & Analytics


• Admin

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:

• Affirmative Action Controls


• Manage Personnel Actions


• Employee Reports


• Planning Reports

• HR Specialist

Learn about using different dashboards available in Costpoint Business Intelligence.

Topics covered:

• Executive Dashboard


• Projects Dashboards


• Planning Dashboards


• Manufacturing Dashboards


• Contracts and Opportunities Dashboards


• Finance Manager Dashboard


• Organization Manager Dashboard

• CEO
• Controller
• Super User
• Reporting Specialist

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

Topics covered:

• Team Management Overview


• Processing Edits in Team Management

• HR Specialist
• System Administrator

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

Topics covered:

• Compensation


• Personnel


• Affirmative Action


• Deferred Compensation


• Benefit Controls


• Benefit Entry and Creation Controls

• HR Specialist
• Super User

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

Topics covered:

• New Employee Setup Checklist


• Employee Information Update and Employee Termination Process Flows


• Module Initialization Checklist

• Controller
• Super User
• Payroll Specialist

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

Topics covered:

• Leave Controls Setup Checklist


• Leave Process Flow


• Employee Leave Management

• Controller
• Super User
• Leave Specialist

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:

• Labor Controls Setup Checklist


• Employee Information Setup Checklist


• Manage Timesheet Defaults


• Labor Posting and Reporting

• Controller
• Super User
• Labor Specialist

This learning video covers more in depth for navigations and features available in Costpoint.

Topics covered:

• Browse Applications


• Working with Tables


• Find and Find/Replace


• Lookup and Find Query


• Stored Parameters


• Types of Records


• Modifying and Deleting Records


• Printing in Costpoint


• Exiting in Costpoint

Learn about the methods to entering master record data, asset initialization, computing time status, auto-creation process, and disposal methods.
Topics covered: 
•    Fixed Asset Controls 
•    Fixed Asset Management 
•    Fixed Asset Depreciation
•    Reports

• Controller
• Fixed Asset Specialist

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:

• Employee Module


• Employee Data


• Compensation Module

• HR Specialist

This learning video covers what does posting do, explain its importance, and how it affects the accounting activities in Costpoint.

Topics covered:

• Posting Overview


• Posting Demonstration

Learn about the acronyms that commonly appear within Costpoint. Some of this terminology is also external to Costpoint but is commonly utilized by the standard Government contractor. 

Topics covered: 
Costpoint User Reference

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:

• Deferred Compensation


• Benefit Controls


• Benefit Entry and Creation


• Employee Benefit Information


• Employee FSA/HSA Information

• HR Specialist

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

Topics covered:

• Opportunities


• Contracts


• Subcontracts


• Organizational Conflict of Interest


• Customer/Vendor/Employee Information

• Contracting Officer

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

Topics covered:

• Product Definition


• Purchase Requisitions


• Purchase Orders


• Supplier Portal Overview


• Buyer Dashboard

• Materials Specialist

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:

• Personnel Controls


• Employee Controls


• Employee HR Information

• HR Specialist

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]

• Materials Specialist

This course focuses on the standard inquiries and reports for reviewing labor-based data.
 
Topics covered:
Manage Employee Earnings History
Print Employee Earnings Report
Create EFTPS Payroll Tax Deposit File
Print Soc Sec and Medicare Reconciliation Report
Print Quarterly Federal Tax Report
Print Quarterly State Unemployment Report
Print State Withholding Report
Print Local Withholding Report
Print Workers' Compensation Accrual Report
Recompute Taxable Wages

• Controller
• Payroll Specialist

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

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]

• Materials Specialist

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

Learn about the role of AP in the accounting process, the AP process flow, the AP controls setup screens, and the voucher approval process. It also covers vendor types, adding and approving new vendors, and setting up Electronic Fund Transfers for vendors. 
Topics covered: 
•    Overview and Controls 
•    Vendor Setup 
•    Vouchers Payments 
•    EFT Payment Notifications

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

• Project Specialist

Learn about how a user with Administrator rights should navigate to the screens where these reports could be generated. It also includes the advanced search parameters, and how to find and add resources. 
Topics covered: 
•    Advanced Search Improvements 
•    Administration Reports

• Planning Specialist

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

Learn about the Web Time Clock feature available for Shop Floor Time version 2.0. This printable document includes each field and buttons descriptions. 
Topics covered: 
•    Viewing Open Jobs from the Web Time Clock 
•    Viewing Balances from the Web Time Clock
•    Requesting Time Off via Web Time Clock

• Materials Specialist

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

• Planning Specialist

Learn about the setup requirements for Costpoint Project User Flow. This printable guide includes tips to configuring this Manage Project User Flow application screen. It also covers an overview of Revenue Recognition, know the difference between Owning Org and Performing Org, understand the Revenue Rules of the Road, and be able to identify the screens used to set up ceilings and overrides. 
Topics covered: 
•    Project Account Group 
•    Project Account Abbreviation (PAA) and Project Account Wildcard (PAW) 
•    Modifications Descriptions 
•    Project User Flow 
•    Manage Project User Flow
•    Manage Change Order Screens 
•    Revenue and Ceilings 
•    Time and Material

• Project Specialist

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

• General Ledger Specialist

Get an overview of the billing process flow on Costpoint. This printable guide shows the critical ingredients to the billing process recipe. This guide also has a sample scenario that shows how this is done using the relevant fields and options in the Print Standard Bills screen. Topics covered: Overview Billing Procedures Reprinting Posted Standard Bills Progress Payments and Delivery Invoices Post Progress Payment Bills.

• Billing Specialist

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.

Topics covered:

• Introduction


• New Employee Setup


• Employee Information Setup


• Employee Salary Setup


• Employee Allowance Setup


• Employee Leave Setup


• Employee Setup Checklist


• Labor and Leave Control Screens


• Timesheets


• Posting Timesheets


• Reports for Timesheets


• Leave Ceilings and Timing


• Leave Compute Methods


• Leave Processing Screens


• Leave Checklists


• Payroll: Initialization Areas


• Payroll: Employee Setup


• Payroll: Processing Steps


• Payroll: Reports, Files, and Utilities


• Open Enrollment: Benefits Preparation


• Open Enrollment: ESS Preparation


• Open Enrollment: Processing Steps

• HR Specialist
• Labor Specialist
• Leave Specialist
• Payroll Specialist

Learn about the Unbilled Receivables Account for Costpoint. It introduces this account as the representation of all billing and revenue recognition activity. Topics covered: 6 to 1: Tables to Account Process Flows 5 systematic Errors Unbilled Analysis Report.

• Billing Specialist

This Quick Start Guide will give you a general understanding of how to enter a timesheet or submit expenses.

Topics covered:

• Key Terms


• Navigation


• Access


• Creating


• Favorites


• Submitting


• Expense Conclusion and Wizard

• Time and Expense End User
• Time and Expense Manager
• Time User
• Expense User
• Time Administrator
• Expense Administrator

Learn about the process of calculating Cost of Money in Costpoint, including the screens required to set up Cost of Money and the reports and bills where Cost of Money can be viewed.  Topics covered: Process Flow: Cost of Money Cost of Money Processing Input Cost of Money Rates Apply Cost of Money Rates Compute Cost of Money Rates View Cost of Money

• Controller
• Pools Specialist

This Quick Start Guide will give you a general understanding of how end users can utilize Reports and Dashboards.

Topics covered:

• Introduction


• Glossary


• Reports


• Search


• Report Prompts


• Report Review & Actions


• Interactive Viewer


• Dashboard Search


• Dashboard Functions


• Actions


• Insights

• Reporting Specialist

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

Topics covered:

• Navigation


• Shortcut Keys, Toolbar Icons, and Buttons


• Form and Table Views


• Query and Lookup Functions


• Setting Up Printers


• Show and Hide Screen Controls


• My Menu


• Shortcut Icons


• Data Entry


• Copy to Excel


• Accounting Periods


• Accounting Period Control Screens 

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

• Controller
• Fixed Asset Specialist

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

• Controller
• Fixed Asset Specialist

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. 
Topics covered: 
•    5R Closing 
•    Month End Overview
•    Recording Journal Entries
•    Rate Computation and Recognizing Revenue
•    Reconciliation and Financial Reporting 
•    Streamlining the Month End Process

• Controller
• General Ledger Specialist

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

• Controller
• Fixed Asset Specialist

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

• Controller
• General Ledger Specialist

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

• Controller
• Pools Specialist

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

• Controller
• General Ledger Specialist

Learn about how to move custom reports from Cognos 10 into Cognos 11 for Costpoint CER Cloud Administrators. 
Topics covered: 
•    Level of Effort to Create an Extension 
•    Managing Extensibility 
•    Personalization in Costpoint

• CEO
• Controller
• System Administrator

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:

• Overview and Importance


• Creating Accounting Periods


• Data Entry

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

• Controller
• General Ledger Specialist

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:

• Accounts Receivable Controls


• Cash Receipts Processing


• Reports and Inquiries

• Accounts Receivable

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

• Super User
• Project Specialist

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

Topics covered:

• Process Flow - Accounts Payable controls, Vouchers, and Vendors


• Accounts Payable control applications and settings


• Voucher Controls


• Vendor Controls

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

• Controller
• Super User
• General Ledger Specialist

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:

• Voucher Selection


• Vendor Payment


• Voiding Checks


• Vendor 1099s

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

• Billing Specialist
• Super User

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:

• Vendor Types


• Process Flow: Vendor Setup


• Manage Vendors and subtasks


• Process Flow: Vendor Approval


• Configure Vendor Approver Settings


• Approve Vendors


• EFT Payments

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

• Billing Specialist
• Super User

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:

• Voucher Types


• Manage AP Vouchers


• Entering and Approving Vouchers


• Printing and Posting Vouchers


• Contract Vouchers


• Recurring Vouchers

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

• Billing Specialist

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:

• Voucher Corrections


• Correcting Vouchers


• Reverse Posted Vouchers


• Correcting Vouchers for Incorrect Vendors


• Inquiry and Reports

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

• Billing Specialist

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

• Billing Specialist

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

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

• Billing Specialist

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

• Billing Specialist

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

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:

• GovWin IQ Opportunity Overview


• Opportunity Transfer Mapping


• GovWin IQ Vendor Transfer


• Potential Resource Details

• Contracting Officer

• Super User

• Materials Specialist

• Super User
• Time User
• Time Administrator

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

• Time User
• Time Administrator
• Time and Expense User

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

• Time User
• Time and Expense User

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

• Time User

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

• Time User

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

• Billing Specialist
• Controller
• General Ledger Specialist
• Labor Specialist
• Payroll Specialist
• Pools Specialist
• Project Specialist

Duration: 21 min Learn about how users can access Costpoint Time from a mobile device and demonstrations on basic time processes. Topics covered: Login and Timesheet - 4m43s Adding a Timesheet Charge Line and Project - 7m37s Mobile Timesheet Features - 2m44s Menu Timesheet Options - 6m37

• Super User
• Time User
• Time Administrator

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

• Time User

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:

• Timesheet Entry


• Manage Timesheets Mobile Entry

• CEO
• Super User
• Time User
• Time Administrator

Duration: 30 min read Learn about setup or modification of the Daily Floor Check. This shows the step-by-step process to create Scheduled Jobs including creation of a Job Parameter, Job Group, Job, Job Queue, Job Server, and Submitting a Job to the Queue. Topics covered: Create a Job Parameter Create a Job Group Create a Job Create a Job Queue Create a Job Server Submit a Job to the Queue

• Super User
• Time Administrator

• Super User
• Time Administrator

Duration: 15min read This printable document covers information about the settings need to be set up for the My Dekstop app available in Costpoint Time. Topics covered: My Desktop overview and navigation Steps on setting up My Desktop

• Time User
• Time Administrator

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]

• Super User
• Time User
• Time Administrator

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

• Expense User
• Expense Administrator

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

• Time Administrator

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

• Time and Expense Manager
• Time User
• Time Administrator

This infographic focuses on the steps in updating per diem rates.

Topic covered:
Steps in Updating Per Diem Rates 

• System Administrator
• Time Administrator
• Expense Administrator

• Super User
• Time Administrator

• Super User

• Super User

• Super User

• Super User

• Super User

This contains information on Time and Expense's ability to customize fields. It outlines the process and shows some screen options before and after the customizations. This is part of the Time and Expense Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, te, udt01, udt02, manage standard label customizations, udt options, manage timesheets]

• Super User

This gives the users the background and discusses Security Roles and User Groups for Costpoint Time and Expense concepts. This infographic also provides some scenarios on where this function is being used. This is part of the Time and Expense Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, te, cp framework, seat licenses, access granted]

• Super User

This focuses on the Costpoint's Time and Expense User interface. It provides the detailed information for each part of the screen. This is part of the Time and Expense Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, t&e, menu options, global icons, task toolbar, screen configuration, save toolbar configuration]

• CEO
• Super User

• Super User
• Expense User
• Expense Administrator

• CEO
• Super User
• Expense User
• Expense Administrator

• Expense User
• Expense Administrator

Duration: 30 min read Learn about how employees use the Expense module of Deltek Expense 9 system.   Topics covered: Creating a New Expense Report Identify the Location Identify Project/Charge Code Recording Expenses Recording an Advance Submitting an Expense Report Attachments Printing an Expense Report Using the Copy Command

• Super User

Learn the important screens used in Costpoint Expense. It provides the information and details and the functions of each tabs. This also includes important steps and navigation for the Costpoint Mobile Expense app.

Topics covered:

• Expense Entry


• Manage/Approve Expense Authorizations


• Manage/Approve Expense Reports


• Capture Receipt and Create Expense


• Approve and Reject Expense Reports


• Acquire and Setup the App


• How the System Calculates Over-Ceilings

• CEO
• Super User
• Expense User
• Expense Administrator

• Super User
• Expense Administrator

This focuses on how the system calculates the over-ceilings for Costpoint Expense. It shows the two types of Per Diem Rates as well as the Ceiling Calculations. This is part of the Expense Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, system calculations, over-ceilings, over ceilings, ceiling calculations, per diem rates, configuration option, lodging, meals, expense over ceiling, t&e]

• Super User
• Expense Administrator

This course focuses on the primary configuration elements to recognize project revenue, the PROJ_SUM table, and the Redistribute Revenue process.

Topics covered:

• Primary Configuration Elements


• PROJ_SUM Table


• Revenue Formula Attributes


• Redistribute Revenue

• Super User
• Project Specialist

• Super User
• Project Specialist

Duration: 17 min Learn about the subtasks that provide specific functions that relate to Project Setup, details on functions for Managing Change Orders, and creating User Defined Fields. Topics covered: Government Contracts - 1m07s Deliverables - 2m Manage Change Orders - 3m11s Project User Defined Fields - 3m58s

• Super User
• Project Specialist

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.

Topics covered:

• Pre-Closing Leave Year Steps


• Closing the Leave Year


• After Closing the Leave Year


• Troubleshooting Tips

• Leave Specialist

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:

• Common Timing Issues at Year-End


• Period/Cycle Mixing


• Scenario Impacts

• Labor Specialist
• Leave Specialist
• Payroll Specialist

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:

• Update Prior Year History 


• Copy Pools 


• Build Rate Application Table 


• Manage Burden Cost Ceilings 


• Manage Burden Fee Overrides


• Troubleshooting Tips

• Project Specialist

• Super User
• Project Specialist

Duration: 60 min Learn about the process of effectively configuring Time and Materials (T&M) Projects in Costpoint and processing T&M Revenue. In this course, you will learn how to configure a Project Work Force, PLC Rates, Fee Overrides, Burden Cost Ceilings, and Project Account Groups. Topics covered: PAG Setup - 4m44s Project Revenue information - 58s Modification - 3m53s Cost Fee Overrides - 2m20s Burden Cost Ceilings - 2m33s Project Labor Categories (PLC) - 10m44s Rate Sequence - 12m05s Alternate Revenue Accounts - 50s PLC Rate Change - 14m20s

• Super User
• Project Specialist

Learn about the Costpoint features designed to help companies utilize Revenue Standards (ASC Topic 606).

Topics covered:

• Revenue Standards


• Capture Revenue Calculations Values


• Revenue Formulas


• Alternate Revenue Profiles

• Super User
• Project Specialist

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

Topics covered:

• Billing Process Flow


• Sources of Billable Transactions


• Destination of Billed Transactions


• Critical Ingredients to the Billing Process Recipe

• Billing Specialist
• Super User

Duration: 46 min Learn about the Progress Payment Billing and Delivery Invoices functionality in Costpoint, covering how to set up and execute the 1443 billing and then how to print and post the bill. Topics covered: Setup for Progress Payments and Delivery Invoices - 10m49s Processing for Progress Payments and Delivery Invoices - 10m30s Printing and Posting for Progress Payments and Delivery Invoices - 18m

• Billing Specialist
• Super User

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

• Controller
• Pools Specialist

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

• Controller
• Pools Specialist

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

• Controller
• Pools Specialist

This course focuses on the updates for Cognos Analytics with Watson 11.2.4, including navigational and content list updates.

Topics covered:

• Welcome Banner and Preferences


• Tabs and Updated Menu


• Global Search


• Reporting


• Dashboards

• Reporting Specialist

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:

• Reporting enhancements


• Dashboard enhancements


• AI Assistant enhancements


• Data Module enhancements

• Reporting Specialist

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)

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

• Controller
• Super User
• Reporting Specialist

This clickguide is intended for all new users of Costpoint Business Intelligence to learn the key features that all users should know before starting with Costpoint BI. This will provide an overview of Costpoint BI as well as instructions on how to navigate, view BI content (reports and dashboards), interact with content and subscribe to reports. [Keywords and Related Searches - elearning, online course, online learning, cp8, dashboard, parameters, manage dashparts, my workflow approvals, manage mydesktop, cer, cognos analytics 11.1.5, data models, smart ai for resource management, new contracts reports]

• Controller
• Super User
• Reporting Specialist

• Controller
• Super User
• Reporting Specialist

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
Open, Run, and Close an Existing Report
Authoring a List Report

• Reporting Specialist

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

Topics covered:
Types of Headers and Footers
Create Headers and Footers
Page Headers and Footers
List Headers and Footers
Group Headers and footers
Section Headers

• Reporting Specialist

This course covers the concepts and features of a drill-through report and the overall process of creating a drill-through report.

Topics covered:
Drill-Through Report Basics
The Parent Report
The Child Report
Building a Prompt Page
Linking Reports Together

• Reporting Specialist

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:
Visualization Basics
Visualization Gallery
Creating a Visualization

• Reporting Specialist

This course covers the concepts and features of a crosstab report, specifications, and the overall process of creating a crosstab report.

Topics covered:
Crosstab Report Features
Crosstab Report Specifications
Create a Crosstab Report 

• Reporting Specialist

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

Topics covered:
Scheduling vs. Subscriptions 
Scheduling a Report 
Subscriptions

• Reporting Specialist

Duration: 12min This learning video will guide you on how to create your first datasets in Costpoint Business Intelligence. Topics covered: Sources of data - 1min Data Sets vs Framework Manager - 2m 26s Security Considerations - 45s Dataset Creation - 7min 13s

• Reporting Specialist

Duration: 6min This learning video will walk you through how to upload excel data to Costpoint Business Intelligence. Topics covered: Details to consider when uploading excel data - 1min Demonstrations on uploading excel data in Business Intelligence via Upload Files and Quick launch and creating a sample dashboard - 3min 15s

• Reporting Specialist

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

• Controller
• Reporting Specialist

Duration: 10 min Learn about the steps on how to access and use the Smart Artificial Intelligence Assistant throughout Business Intelligence. Topics covered: What is Smart Artificial Intelligent (AI) Assistance? - 1m47s Demonstration of Smart AI features - 6m24s

• Controller
• Super User
• Reporting Specialist

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

• Controller
• Reporting Specialist

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)

• Controller
• Reporting Specialist

Duration: 30min read Learn more about the overview of the Deltek provided framework models in Costpoint Business Intelligence. Topics covered: Terminology Row Security Framework Models Opening and navigating packages

• Controller
• Super User
• Reporting Specialist

Duration: 60 min read This guide will walk you through the initial setup of Costpoint Business Intelligence so your environment is secured before you allow users into Costpoint Business Intelligence to run and create reports and dashboards and leverage the built-in security features. Topics covered: Overview Business Intelligence Security Map the Costpoint CER User Groups to Cognos User Groups Customize Capability Permissions Customize Secured Feature Permissions Add Everyone and Assign Read Access to the Team Content Folder Copy the Smart AI Folder to Company Content Validate User Groups Add the Deltek Theme to Cognos Analytics Install ExtendTime.zip Extension Check Extensions

• Controller
• Super User
• Reporting Specialist

Duration: 60min read This guide is used after you receive administrative rights to Costpoint BI and will walk you through the initial setup of Costpoint BI so your environment is secured before you allow users into Costpoint BI to run and create reports and Dashboards and leverage the built-in security features in Costpoint Business Intelligence. Topics covered: Overview Copy the Smart AI Folder to Company Content Validate User Groups Hidden Analysis Packages and Dashboards Have Users Run and Validate Reports Troubleshooting

• Controller
• Super User
• Reporting Specialist

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

Topics covered:
BI Security

• Reporting Specialist

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

• Controller
• Reporting Specialist

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

Get familiar with the Finance Manager Dashboard feature available in Costpoint Reports and Analytics. This printable guide defines the dashboards capability and displays various dashparts with high level information. This is part of the Reports and Analytics series. [Keywords and Related Searches - print out, cheat sheet, quick reference, cp8, drill down, ar over 30 days, open billing, projects over x funding, labor utilization, ar current]

• CEO
• Controller
• Super User
• Reporting Specialist

Learn how to use the Organization Manager Dashboard feature available in Costpoint Reports and Analytics. This printable guide defines the dashboards capability and displays various dashparts with high level information. This is part of the Reports and Analytics series. [Keywords and Related Searches - print out, cheat sheet, quick reference, cp8, drill down, ar over 30 days, open billing, projects over x funding, labor utilization, ar current]

• CEO
• Controller
• Super User
• Reporting Specialist

Duration: 15 min read Learn about the Supplier Portal functionality available in Costpoint. It includes the Purchase Order Communications flow chart that illustrates each roles: Admin, Buyer and Supplier/Subcontractor. Topics covered: Email notifications Purchase Order Communication Admin Actions Buyer Actions Supplier Actions Purchase Order Workflow

• Super User
• Materials Specialist

Duration: 15 min read Learn about the functions and options in the Payer in Supplier Portal for Costpoint. This course provides the information on the three main use cases for the Supplier Portal Invoicing Capabilities.  Topics covered: Invoice Management Use Cases Supplier Portal Overview for Payer

• Super User
• Materials Specialist

This 1-hour course focuses on how to identify and perform the Routings' sequence of steps, execute various Engineering Change Notices (ECNs) procedures, and define the important screen parts of Compute Material Requirements and Manufacturing Order. This course is part of the Materials Management Series.

• Super User
• Materials Specialist

This 1-hour course focuses on the Engineering Change Notices and how to to identify and process modifications to design and processing information. It also provides examples for how to use ECN to add new parts, add a revision, replace a BOM and add a routing step, and how to obsolete a part. This course is part of the Materials Management Series.

• Super User
• Materials Specialist

This 2-hour course focuses on the Inventory module, its controls, and the various types of inventory transactions that can be performed within the Costpoint Materials Inventory Module. This course is part of the Materials Management Series.

• Super User
• Materials Specialist

This 2-hour course focuses on the Sales Order module, its controls, order entry and invoicing, and issuing and shipping transactions that can be performed within the Costpoint Materials Sales Order Module. This course is part of the Materials Management Series.

• Super User
• Materials Specialist

• Controller
• Super User
• Labor Specialist

• Controller
• Super User
• Labor Specialist

• Controller
• Super User
• Labor Specialist

• Controller
• Super User
• Labor Specialist

• Controller
• Super User
• Labor Specialist

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
Timesheet Types - 22m
Timesheet Entry - 15m
Labor Proration - 6m

• Labor Specialist

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

• Leave Specialist

• Controller
• Super User
• Leave Specialist

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

• Controller
• Super User
• Leave Specialist

Duration: 22 min Learn about the Configure Direct Deposit Settings and Manage Deductions and what is required for each screen. Topics covered: Configure Direct Deposit Settings - 5m23s Manage Deductions - 15m09s

• Controller
• Super User
• Payroll Specialist

Duration: 40 min Learn about the employee life cycle in Costpoint from recruitment to termination. This covers the process for the following: setup of basic information, salary information, and payroll details for a new employee, employee information update, and termination.  Topics covered: New Employee Setup - 28m53s Employee Information Update - 4m57s Employee Termination - 2m

• Controller
• Super User
• Payroll Specialist

• Controller
• Super User
• Payroll Specialist

Duration: 19 min Learn about the employee life cycle in Costpoint from recruitment to termination, and setup the basic employee information. Topics covered: Employee Life Cycle - 4m09s New Employee Setup - 1m Employee Information - 12m47s

• Controller
• Super User
• Payroll Specialist

Duration: 13 min Learn about the steps on how to update the employee's information and how to terminate an employee. Topics covered: Employee Update Information - 6m05s Employee Termination - 5m18s

• Controller
• Super User
• Payroll Specialist

• Controller
• Super User
• Payroll Specialist

• Controller
• Super User
• Payroll Specialist

• Controller
• Super User
• Payroll Specialist

• Controller
• Super User
• Payroll Specialist

Duration: 60 min Learn about the different types of potential garnishment, and how to navigate the following applications: Manage Deductions, Manage Garnishment Recipients, Manage Federal Tax Levy Exemptions, Manage Minimum Wage, Manage State Support Order Rules, and Manage Employee Garnishments. Topics covered: Manage Garnishment Recipients - 2m49 Manage Federal Tax Levy Exemptions - 2m04s Manage minimum Wage - 1m27s Manage State Support Order Rules - 2m55s Manage Employee Garnishments - 38m07s

• Controller
• Super User
• Payroll Specialist

Duration: 14 min Learn about the types of potential garnishments and navigate thru the garnishment applications (Manage Deductions, Manage Garnishment Recipients, Manage Federal Tax Levy Exemptions, and Manage Minimum Wage). Topics covered: Garnishment Types - 5m28s Manage Garnishment Recipients - 3m23s Manage Federal Tax Levy Exemptions - 2m04s Manage Minimum Wage - 1m28s

• Controller
• Super User
• Payroll Specialist

Duration: 18 min Learn about the types of potential garnishments and navigate through the garnishment applications (Manage State Support Order Rules and Manage Employee Garnishment). Topics covered: Manage State Support Order Rules - 4m17s Manage Employee Garnishment - 12m

• Controller
• Super User
• Payroll Specialist

• Controller
• Super User
• Payroll Specialist

Duration: 15 min Learn about the tax calculation processes for employees who work in more than one state during a pay cycle. It is intended for users who process employee withholding taxes for their organizations.  Topics covered: Manage State Taxes - 1m05s Manage Reciprocal State Taxes - 1m57s Manage Pay Periods - 1m03s Manage Employee Taxes - 2m14s

• Controller
• Super User
• Payroll Specialist

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:

• Pre-Closing Procedures


• Closing the Payroll Year 


• After Closing the Payroll Year


• Troubleshooting Tips

• Payroll Specialist

This learning video will guide you through the steps and best practices surrounding the W-2 creation process.

Topics covered:

• Pre-Creation W-2 Checklist 


• Processing Steps for Creating W-2s


• Electronic Filling Procedures


• Troubleshooting Tips

• Payroll Specialist

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]

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:

• Vendor Criteria for 1099 Inclusion


• Voucher Criteria


• 1099 Creation Criteria


• 1099 Creation Process


• Demonstration: 1099 Creation and Edits


• Demonstration: 1099 Permanent Corrections


• Troubleshooting Tips 

Duration: 5 min read Learn about the information required or displayed in the subtasks under Manage Customer and Manage Accounts Receivable History, and also covers the steps in recording and clearing unknown invoices. Topics covered: Customers Subtask Recording an Unknown Invoice Clearning the Unknown Invoice Accounts Receivable History Subtask

• Accounts Receivable
• Controller
• Super User

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

• Controller
• Fixed Asset Specialist

• Controller
• Super User
• System Administrator

Duration: 45m read This guide covers the overview of the Planning Domain in Costpoint, information on the Project Budgeting Reports, Organization Budgeting Reports, how to generate the Rate and Processing Reports, and the steps on how to generate the Plug Processing Reports.  Topics covered: Planning Domain Overview Organization Budgeting Project Budgeting Resource Planning and Administration

• Super User
• Planning Specialist

• Super User
• Planning Specialist

• Super User
• Planning Specialist

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

Topics covered:

• Job Requisition creation and process flow


• Setting up Job Requisition with Deltek Talent Management


• Employee Requisition and Budget

• Super User
• Planning Specialist

This learning video will guide you through the steps to use and understand the planning earned value functionality.

Topics covered:

• What is Earned Value Management (EVM)


• Prerequisites


• Planning Earned Value Process


• Earned Value Status Report

• Planning Specialist

• Super User
• Planning Specialist

• Super User
• Planning Specialist

• Super User
• Planning Specialist

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

• Planning Specialist

• Super User
• Planning Specialist

• Super User
• Planning Specialist

• Super User
• Planning Specialist

• Super User
• Planning Specialist

Duration: 10min

Learn about the requirements and process for importing budgets from excel into Costpoint Planning.

Topics covered:

Overview - 1m
Import Budgets from Excel - 1m 30s
Process Steps - 5m 50s
Rules - 1m 36s

• Planning Specialist

• Super User

• Super User
• Contracting Officer

• Super User
• Contracting Officer

• Super User
• Contracting Officer

• Super User
• Contracting Officer

• Super User
• Contracting Officer

• Super User
• Contracting Officer

• Super User
• Contracting Officer

• Super User
• Contracting Officer

• Super User
• Project Specialist

• Super User
• Contracting Officer

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

Topics covered:

• Purchase Order Communications Flow


• Supplier Portal Overview for Buyer

• Super User
• Materials Specialist

• System Administrator

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

• Controller
• System Administrator

• Super User
• System Administrator

• Super User

This 2-hour course covers the activation of a SaaS Customer Administrator account, setup of cloud portal users, system maintenance and outage monitoring, use of the Customer Support Center, and the submission of support cases and service requests. This course is part of the SaaS Series.

• Controller
• Super User

• Super User
• System Administrator

• Controller
• Super User
• System Administrator

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

• Controller
• Payroll Specialist

Duration: 45m read This guide covers the basic processes that an administrator executes in Costpoint, particularly setting up new users and user groups, granting and restricting access to applications screens, setting up process queues and servers, creating and executing process macros, and customizing application screens using a UI Profile.  Topics covered: System Administrator Security Job Management User Interface

• Super User

This guide covers configuring and setting up the Accounts Receivable control screens, entering customers, and setting up and computing 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


• Customers


• Cash Receipts Processing


• Reports and Inquiries


• Accounts Receivable Utilities

• Accounts Receivable
• Controller
• Super User

This guide covers configuring and setting up the Accounts Receivable control screens, entering customers, and setting up and computing 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


• Customers


• Cash Receipts Processing


• Reports and Inquiries


• Accounts Receivable Utilities

• Accounts Receivable
• Controller
• Super User

• Billing Specialist
• Super User

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

• Reporting Specialist

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

• Reporting Specialist

Duration: 45m read This guide covers the Contract Management feature and functionality in Costpoint. This clickguide will walk you through the contract, subcontract, opportunities, GovWin IQ Integration, and Customer, Vendor, and Employee overview and modifications, also the opportunity/contract project initialization.  Topics covered: Contract Modifications Subcontract Modifications Opportunity Project Initialization Contract Project Initialization

• Super User
• Contracting Officer

• Controller
• Super User
• Fixed Asset Specialist

• HR Specialist
• Super User

• Controller
• Super User
• Labor Specialist

• Controller
• Super User
• Leave Specialist

• Super User
• Materials Specialist

• Controller
• Super User
• Payroll Specialist

• Super User
• Project Specialist

• Super User

• Super User