Costpoint Online Help

Using the Help Search

Learning Aids

Use these videos, quick reference cards, click-thrus, and click-guides to assist you as you work with Costpoint

To support a variety of learning styles, Deltek offers learning aids in different formats. You can scroll through this topic or clink one of the following links to go directly to a section of learning aids:

Costpoint General Information
Costpoint Supplier Portal
Contract Management
Employee Self-Service
Reports and Analytics
Planning
Time and Expense
Administration
Costpoint Enterprise Reporting

Costpoint General Information

Title	Description
Introducing the New Costpoint User Interface	View this video to learn about the more intuitive, modern user interface for Costpoint. This video introduces the new Login screen, demonstrates the new, optimized screen sizing, illustrates changes to the header and to dialogs, and explains the updated process for selecting companies.
Navigating Costpoint	View this video to learn how to navigate in Costpoint. Starting with the home screen, this video guides you through basic UI elements such as the File menu, keyboard shortcuts, the global toolbar, and the navigation toolbar.
User Interface Click-Thru	Click through this presentation to learn highlights of the new navigation, menu structure, global icons, subtasks, user preferences, and more.
User Interface Menu Mapping Classic to New UI Click-guide	View this guide to learn . . . [information to come]. Click here for information about the Deltek University Learning Zone.
Costpoint New User Interface Guided Tour Click-Guide	View this guide to learn . . . [information to come]. Click here for information about the Deltek University Learning Zone.
Query and Lookup QRC	View this quick reference card to learn how to use the Query function to search for one or more existing records available for a particular screen. This QRC also illustrates how to use the Lookup function to select from a list of valid values for a particular field.
Views QRC	Any screen in Costpoint that has the Query function can display in form view or table view. View this quick reference card to see the differences between the form view, with data displayed in fields that are grouped on tabs, and table view, in which the same data is displayed in rows and columns.
Setting Up Printers QRC	View this quick reference card to learn about elements of the Print Options dialog box, including options for delivery, batch printing, document locale, and paging, and a summary of each tab's purpose.
Shortcut Keys, Toolbar Icons, and Buttons QRC	View this quick reference card to learn about shortcut keys, which can reduce the chances of incurring repetitive strain injuries, as well as toolbar icons and buttons used throughout the Costpoint user interface.
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Costpoint Supplier Portal

Title	Description
Supplier Portal Overview	This video demonstrates the overall functionality of the Costpoint Supplier Portal feature.
Buyer Dashboard Overview	This video demonstrates the functionality of the Buyer Dashboard in the Costpoint Supplier Portal feature.
Set Up a Supplier Portal Email Notification	This click-thru explains how to set up email notifications for the Supplier Portal.
Set Up a Supplier Portal User	This click-thru explains how to set up users as suppliers or buyers for the Supplier Portal.
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Contract Management

Title	Description
Contract Management Overview	View this video for an overview of contract management features: opportunities, contracts, subcontracts, and organizational conflicts of interest.
Contracts Overview Click-thru	Click through this presentation to learn how to create contracts. The click-thru highlights the purpose and key fields and options of each tab, and offers guidance on how contracts relate to opportunities, projects, activities, and more.
Customer, Vendor, and Employee Overview Click-thru	Click through this presentation to learn how to manage the customer, vendor, and employee information that is integral to your contract management needs. For example, this click-thru explains how to approve prospective vendors.
Import GovWin IQ Opportunity Click-thru	Click through this presentation to learn how to import opportunity records from GovWin IQ into Costpoint, from entering integration parameters, to running the integration process, to verifying the imported records in Costpoint after the process completes.
Opportunities Click-thru	Click through this presentation to learn how to create opportunities. The click-thru highlights the purpose and key fields and options of each tab, and offers guidance on how opportunities relate to projects.
Organization Conflict of Interest Click-thru	Click through this presentation to learn how to set up and maintain organizational conflicts of interest (OCI) that you can track and associate with opportunities, contracts, and projects.
Subcontracts Click-Thru	Click through this presentation to learn how to create subcontracts. The click-thru highlights the purpose and key fields and options of each tab.
Contract Management Click-guide	View this guide to learn the basics of completing the Contract Management process. Click here for information about the Deltek University Learning Zone.
Contract Management: Data Flow Between Modules Click-Guide	View this guide to learn how data flows between different modules in the Contracts domain when you create new records. Click here for information about the Deltek University Learning Zone.
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Employee Self-Service

Title	Description
Benefits Enrollment	View this video to learn about enhancements to the Life Events/New Hires screen and Benefits Enrollment screen, as well as changes to the overall process for selecting benefits.
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Reports and Analytics

Title	Description
Home Dashboard	View this video to learn how to access and use the home dashboard in the Reports and Analytics domain. This dashboard provides easy access to frequently used items such as timesheets, expense reports, leave balances, and pending tasks.
Project Manager Dashboard	View this video to learn how to access and use the Project Manager dashboard, and how to personalize it. Click here for information about the Deltek University Learning Zone.
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Planning

Title	Description
Planning Videos	View these videos to learn about the Planning domain. The conceptual information described is current, but the videos do not reflect recent updates to the user interface, such as the new Planning Domain, where all Budgeting & Planning applications are now located Click here for information about the Deltek University Learning Zone.
Budgeting and Planning by Resource Click-guide	View this guide to learn . . . [information to come]. Click here for information about the Deltek University Learning Zone.
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Time and Expense

Title	Description
Manage Time Entries in Mobile Time and Expense	View this video to learn how to use Costpoint Mobile Time and Expense to enter time by adding a charge to your timesheet, or modify a timesheet by editing a charge.
Configure Settings for Mobile Time and Expense	View this video to learn how to set up Mobile Time and Expense, including time zones, mobile hour increments, whether or not to display non-working days, and so on.
Approve Timesheets in Mobile Time and Expense	View this video if you are a resource manager who needs to approve and reject timesheets in Mobile Time and Expense.
Expense Report Wizard	Click through this presentation to learn about the new Expense Report Wizard, including an overview of the expense entry process and interface features.
Time and Expense: Desktop User Training	View this video to learn about managing tasks from the Time & Expense Desktop. Click here for information about the Deltek University Learning Zone.
Time and Expense: Administrator and Manager Training	View this video to learn about screens related to Time & Expense administration. Click here for information about the Deltek University Learning Zone.
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Administration

Title	Description
Designing the Approval Workflow Model	View this video to learn how to configure approval workflow components, create a workflow approval model, and then test the model.
Using the Word Template Add In	View this video to learn how to use the Costpoint Word Add-in to add a Costpoint-specific tab to Word files.
Content Management Integration with Sharepoint Configuration	Click through this presentation to learn how to set up Costpoint and Office 365 SharePoint for Content Management Integration (CMI). You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This click-guide also shows you how to manage content between Costpoint and SharePoint.
Content Management Integration with Automatic Sharepoint Configuration	View this video to learn how to set up Costpoint and Office 365 SharePoint for Content Management Integration using the Automatic Sharepoint Configuration option in Costpoint. You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This video also shows you how to manage content between Costpoint and SharePoint.
	Return to Top

Costpoint Enterprise Reporting

The following learning aids are specific to Costpoint Enterprise Reporting, which is a business intelligence application designed to provide the information that you need to make effective business decisions.

Title	Description
Costpoint Enterprise Reporting: Overview Click-Thru	Click through this presentation to learn how to navigate in Costpoint Enterprise Reporting, how to schedule a report to be generated at a later time, how to subscribe to a report, how to get notified when a report is ready for viewing, and how to modify a template report.
Costpoint Enterprise Reporting: Deltek Models Overview	Click through this presentation to learn more about the CER framework manager models and packages that support dashboards and more than 100 reports.
Interactive Report Writer Series: Dashboards	Complete this self-paced training module to learn about using dashboards to monitor events or activities at a glance.
CER Managing the Company Content Folder	View this guide to learn how to navigate the Company content folder, establish security settings, and use the folder to store company-specific custom content. Click here for information about the Deltek University Learning Zone.
Leveraging the CER Consumer Group	View this guide to learn how to leverage the Consumer group in CER. Click here for information about the Deltek University Learning Zone.
Costpoint Enterprise Reporting Series: Cloud Setup - Checklist	Review this checklist for an overview of the steps needed to set up Costpoint Enterprise Reporting in the Cloud.
Costpoint Enterprise Reporting Series: Security Setup - Checklist	Review this checklist for an overview of the steps needed to specify security settings.
Administrator Series: Security Setup	Complete this self-paced training module to learn how to set up security.
Administrator Series: User Account Setup/Verification QRC	View this quick reference card to learn about establishing and verifying user accounts.
Administrator Series: Security Setup QRC	View this quick reference card for an overview of security setup.
Administrator Series: Validation and Testing QRC	View this quick reference card to learn about validating user-related settings.
Administrator Series: Set Up Current Reporting Period QRC	View this quick reference card to learn how to set up the reporting period, including the update mode of manual or automatic, the end date, and the fiscal year.
Administrator Series: Move Custom Reports from Cognos 10 to Cognos 11 QRC	View this quick reference card to learn how to move custom reports to the Cognos 11 environment.
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Learning Aids

Use these videos, quick reference cards, click-thrus, and click-guides to assist you as you work with Costpoint

To support a variety of learning styles, Deltek offers learning aids in different formats. You can scroll through this topic or clink one of the following links to go directly to a section of learning aids:

Costpoint General Information
Costpoint Supplier Portal
Contract Management
Employee Self-Service
Reports and Analytics
Planning
Time and Expense
Administration
Costpoint Enterprise Reporting

Costpoint General Information

Title	Description
Introducing the New Costpoint User Interface	View this video to learn about the more intuitive, modern user interface for Costpoint. This video introduces the new Login screen, demonstrates the new, optimized screen sizing, illustrates changes to the header and to dialogs, and explains the updated process for selecting companies.
Navigating Costpoint	View this video to learn how to navigate in Costpoint. Starting with the home screen, this video guides you through basic UI elements such as the File menu, keyboard shortcuts, the global toolbar, and the navigation toolbar.
User Interface Click-Thru	Click through this presentation to learn highlights of the new navigation, menu structure, global icons, subtasks, user preferences, and more.
User Interface Menu Mapping Classic to New UI Click-guide	View this guide to learn . . . [information to come]. Click here for information about the Deltek University Learning Zone.
Costpoint New User Interface Guided Tour Click-Guide	View this guide to learn . . . [information to come]. Click here for information about the Deltek University Learning Zone.
Query and Lookup QRC	View this quick reference card to learn how to use the Query function to search for one or more existing records available for a particular screen. This QRC also illustrates how to use the Lookup function to select from a list of valid values for a particular field.
Views QRC	Any screen in Costpoint that has the Query function can display in form view or table view. View this quick reference card to see the differences between the form view, with data displayed in fields that are grouped on tabs, and table view, in which the same data is displayed in rows and columns.
Setting Up Printers QRC	View this quick reference card to learn about elements of the Print Options dialog box, including options for delivery, batch printing, document locale, and paging, and a summary of each tab's purpose.
Shortcut Keys, Toolbar Icons, and Buttons QRC	View this quick reference card to learn about shortcut keys, which can reduce the chances of incurring repetitive strain injuries, as well as toolbar icons and buttons used throughout the Costpoint user interface.
	Return to Top

Costpoint Supplier Portal

Title	Description
Supplier Portal Overview	This video demonstrates the overall functionality of the Costpoint Supplier Portal feature.
Buyer Dashboard Overview	This video demonstrates the functionality of the Buyer Dashboard in the Costpoint Supplier Portal feature.
Set Up a Supplier Portal Email Notification	This click-thru explains how to set up email notifications for the Supplier Portal.
Set Up a Supplier Portal User	This click-thru explains how to set up users as suppliers or buyers for the Supplier Portal.
	Return to Top

Contract Management

Title	Description
Contract Management Overview	View this video for an overview of contract management features: opportunities, contracts, subcontracts, and organizational conflicts of interest.
Contracts Overview Click-thru	Click through this presentation to learn how to create contracts. The click-thru highlights the purpose and key fields and options of each tab, and offers guidance on how contracts relate to opportunities, projects, activities, and more.
Customer, Vendor, and Employee Overview Click-thru	Click through this presentation to learn how to manage the customer, vendor, and employee information that is integral to your contract management needs. For example, this click-thru explains how to approve prospective vendors.
Import GovWin IQ Opportunity Click-thru	Click through this presentation to learn how to import opportunity records from GovWin IQ into Costpoint, from entering integration parameters, to running the integration process, to verifying the imported records in Costpoint after the process completes.
Opportunities Click-thru	Click through this presentation to learn how to create opportunities. The click-thru highlights the purpose and key fields and options of each tab, and offers guidance on how opportunities relate to projects.
Organization Conflict of Interest Click-thru	Click through this presentation to learn how to set up and maintain organizational conflicts of interest (OCI) that you can track and associate with opportunities, contracts, and projects.
Subcontracts Click-Thru	Click through this presentation to learn how to create subcontracts. The click-thru highlights the purpose and key fields and options of each tab.
Contract Management Click-guide	View this guide to learn the basics of completing the Contract Management process. Click here for information about the Deltek University Learning Zone.
Contract Management: Data Flow Between Modules Click-Guide	View this guide to learn how data flows between different modules in the Contracts domain when you create new records. Click here for information about the Deltek University Learning Zone.
	Return to Top

Employee Self-Service

Title	Description
Benefits Enrollment	View this video to learn about enhancements to the Life Events/New Hires screen and Benefits Enrollment screen, as well as changes to the overall process for selecting benefits.
	Return to Top

Reports and Analytics

Title	Description
Home Dashboard	View this video to learn how to access and use the home dashboard in the Reports and Analytics domain. This dashboard provides easy access to frequently used items such as timesheets, expense reports, leave balances, and pending tasks.
Project Manager Dashboard	View this video to learn how to access and use the Project Manager dashboard, and how to personalize it. Click here for information about the Deltek University Learning Zone.
	Return to Top

Planning

Title	Description
Planning Videos	View these videos to learn about the Planning domain. The conceptual information described is current, but the videos do not reflect recent updates to the user interface, such as the new Planning Domain, where all Budgeting & Planning applications are now located Click here for information about the Deltek University Learning Zone.
Budgeting and Planning by Resource Click-guide	View this guide to learn . . . [information to come]. Click here for information about the Deltek University Learning Zone.
	Return to Top

Time and Expense

Title	Description
Manage Time Entries in Mobile Time and Expense	View this video to learn how to use Costpoint Mobile Time and Expense to enter time by adding a charge to your timesheet, or modify a timesheet by editing a charge.
Configure Settings for Mobile Time and Expense	View this video to learn how to set up Mobile Time and Expense, including time zones, mobile hour increments, whether or not to display non-working days, and so on.
Approve Timesheets in Mobile Time and Expense	View this video if you are a resource manager who needs to approve and reject timesheets in Mobile Time and Expense.
Expense Report Wizard	Click through this presentation to learn about the new Expense Report Wizard, including an overview of the expense entry process and interface features.
Time and Expense: Desktop User Training	View this video to learn about managing tasks from the Time & Expense Desktop. Click here for information about the Deltek University Learning Zone.
Time and Expense: Administrator and Manager Training	View this video to learn about screens related to Time & Expense administration. Click here for information about the Deltek University Learning Zone.
	Return to Top

Administration

Title	Description
Designing the Approval Workflow Model	View this video to learn how to configure approval workflow components, create a workflow approval model, and then test the model.
Using the Word Template Add In	View this video to learn how to use the Costpoint Word Add-in to add a Costpoint-specific tab to Word files.
Content Management Integration with Sharepoint Configuration	Click through this presentation to learn how to set up Costpoint and Office 365 SharePoint for Content Management Integration (CMI). You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This click-guide also shows you how to manage content between Costpoint and SharePoint.
Content Management Integration with Automatic Sharepoint Configuration	View this video to learn how to set up Costpoint and Office 365 SharePoint for Content Management Integration using the Automatic Sharepoint Configuration option in Costpoint. You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This video also shows you how to manage content between Costpoint and SharePoint.
	Return to Top

Costpoint Enterprise Reporting

The following learning aids are specific to Costpoint Enterprise Reporting, which is a business intelligence application designed to provide the information that you need to make effective business decisions.

Title	Description
Costpoint Enterprise Reporting: Overview Click-Thru	Click through this presentation to learn how to navigate in Costpoint Enterprise Reporting, how to schedule a report to be generated at a later time, how to subscribe to a report, how to get notified when a report is ready for viewing, and how to modify a template report.
Costpoint Enterprise Reporting: Deltek Models Overview	Click through this presentation to learn more about the CER framework manager models and packages that support dashboards and more than 100 reports.
Interactive Report Writer Series: Dashboards	Complete this self-paced training module to learn about using dashboards to monitor events or activities at a glance.
CER Managing the Company Content Folder	View this guide to learn how to navigate the Company content folder, establish security settings, and use the folder to store company-specific custom content. Click here for information about the Deltek University Learning Zone.
Leveraging the CER Consumer Group	View this guide to learn how to leverage the Consumer group in CER. Click here for information about the Deltek University Learning Zone.
Costpoint Enterprise Reporting Series: Cloud Setup - Checklist	Review this checklist for an overview of the steps needed to set up Costpoint Enterprise Reporting in the Cloud.
Costpoint Enterprise Reporting Series: Security Setup - Checklist	Review this checklist for an overview of the steps needed to specify security settings.
Administrator Series: Security Setup	Complete this self-paced training module to learn how to set up security.
Administrator Series: User Account Setup/Verification QRC	View this quick reference card to learn about establishing and verifying user accounts.
Administrator Series: Security Setup QRC	View this quick reference card for an overview of security setup.
Administrator Series: Validation and Testing QRC	View this quick reference card to learn about validating user-related settings.
Administrator Series: Set Up Current Reporting Period QRC	View this quick reference card to learn how to set up the reporting period, including the update mode of manual or automatic, the end date, and the fiscal year.
Administrator Series: Move Custom Reports from Cognos 10 to Cognos 11 QRC	View this quick reference card to learn how to move custom reports to the Cognos 11 environment.
	Return to Top