Choose from a variety of expert virtual training options to help you get the most out of your Deltek Costpoint solution investment, including:
- Costpoint Basics
- Day 1: Navigation and System Design (A/O/P)
- Day 2: Accounts Payable
- Day 3: General Ledger
- Day 4: Project Setup
- Day 5: Billing and Revenue
- Costpoint Advanced
- Day 1: Billing Formats, Combo Projects, and Advanced Billing with Multiple Ceilings
- Day 2: Units in Billing and Revenue, Revenue Fixes/Forcing Revenue
- Costpoint Business Intelligence (CER)
- Day 1: Reporting and Development
- Basic Navigation and User Experience, Intro to Report Studio, Report Prompts, Filters, Formatting, Calculations, and Functions. Creating Headers and Footers, Queries, and Query Joins, Embedded SQL Queries, Drill Through Reports, ERD location and reference use.
- Day 2: Administration and Security
- Cloud Admin limitations, Content Administration, Framework Manager Cloud access, Admin Console access. Data Sources, Dispatchers & Services, Overview of CER/CAP security, Standard CER groups and permissions, Folder permissions, Creating custom groups, Content migrations and assigning security, and Migrating framework model security.
- Deltek Cobra
- Day 1: General Setup
- Day 2: Project Processes
- Contract Management
- Opportunities: Manage OCI, Initialize B&P, Integrations, Reports and Inquiries
- Contracts: New contract setup, Contract linking, Task Orders, Modifications, Setup and manage workforce, Track Supplier/Vendor ratings, Contract Close-Out Checklist, Contract and Subcontract Reports and Inquiries)
- Resources: Enter and link Competitor Information to Opportunities, Create and Approve Customers/Vendors, Add Skills and Degrees for Employees
- Deltek Subcontractor Management
- Subcontractor Management Process Flow, Managing Subcontractor Information, Subcontractor Agreements, Work Assignments, Subcontractor Time & Expense Entry, Invoice Creations and Payments, Billing for different contract types (T&M, FFP, CPFFP, etc.)
- Time & Expense
- Day 1: Time & Expense Admin
- Configuration screens, Resource Groups (Supervisor vs. Manager), Roles (Functional & Security), Creating User Accounts, CP functionality/features, UI Profile Configuration, Alternate File Locations
- Day 2: Time & Expense Admin for Users, and Expense Functionality
- Time Control screens, Mobile Time (In/Out and Start/Stop), Daily Floor Check, Manage Events, Mobile Expense, Uploading Per Diem Files. Timesheets (Employee, Supervisor), Leave Request and Expense Reports
*Price is per company/per day/session.
