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Herndon, VA
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September 16-17, 2025
Training: 10:00am-3:00pm (each day)
Infotek is offering two unique BI training days at Deltek HQ.
Day 1 (Sept 16) focuses on BI essentials for newer users.
Day 2 (Sept 17) covers advanced BI reporting techniques for experienced users.
Choose the day that best matches your experience and goals.
Each company may register up to two participants total.
Day 1 – BI Essentials
For teams building a strong BI foundation
Security + Admin Topics
- CER/CAP security basics
- Managing standard user groups
- Folder-level permissions
- Custom group setup
BI Topics
- Navigating the Cognos BI interface
- Profile settings and search tools
- Running and exporting reports
- Scheduling reports via email
- Exploring reporting packages
- Building simple queries and adding calculations
- Using prompts
- Creating a basic list report
Day 2 – BI Optimization
For experienced BI users ready to scale
Security + Admin Topics
- Optimizing group structures
- Managing permissions at scale
- Audit readiness
- Collaborating with sys admins
BI Topics
- Reviewing reporting packages
- Using multiple queries
- Custom groupings and data joins
- Applying unions
- Advanced layout techniques
- Creating dynamic, interactive list reports
Who Should Attend:
- Costpoint BI users
- System admins
- Report developers
- Anyone that wants to learn to navigate BI
Register Now
This free event is open to Costpoint users in the Mid-Atlantic region.
Space is limited—sign up early to reserve your spot.
Important:
- Please register for only one training day
- Limit 2 people per company
- If others from your team want to attend the other day, they must register separately
- We recommend bringing a laptop to follow along during training. Devices won’t be provided.
Register
Register for Day 1 – BI Essentials (Sept 16)
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Register for Day 2 – BI Optimization (Sept 17)
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