Infotek Consulting LLC

Cost Pools Bootcamp

Join Infotek's Pools Bootcamp








Enroll in Pools Bootcamp:
Pricing: $500
Dates: April 22, 23, 25, 29 and 30

Join us for an immersive 5-day journey where you’ll master the art of pool setup, learn advanced reconciliation techniques, and discover insider tips to streamline your processes. Led by industry experts, each 2-hour session is packed with actionable strategies and real-world examples to help you optimize your Costpoint usage and drive greater efficiency. Reserve your spot now and embark on a transformational learning experience that will empower you to excel in your role and achieve your business objectives.

Bootcamp Info:


The Pools Bootcamp be presented by our Principal Consultant, Shirley McNeel, CPA, CITP, CGMA

*Recordings will be provided after the training.

Cost: $500

Duration: 2 hours per day

Starting Time: 12pm Eastern

Dates: April 22, 23, 25, 29, and 30

Artifacts for Classes:

  • Pool template workbook
  • Numbering rules
  • Slides and manual
  • Calculation example workbook

Bootcamp Goals:

  • Gain familiarity with pool setup rules in Costpoint
  • Understand the creation of different pool types and allocations
  • Differentiate between pools and service centers
  • Explore Costpoint’s “waterfall” or “tiered” pool structure
  • Learn to trace pool amounts to final cost objectives
  • Receive detailed instructions on common pool types and reconciliation techniques

Bootcamp Topics:

Week 1 Schedule:

April 22 – Day 1: Pool and Allocations: Rules, Terms, Purpose, and Types

April 23 – Day 2: Service Center Options

April 25 – Day 3: Fringe and Overhead


Week 2 Schedule:

April 29 – Day 4: G&A and Reconciliation Tips

April 30 – Day 5: Reclass Pools (aka Credit Clean Up Pools)