COSTPOINT VIDEOS, QUICK REFERENCE CARDS, AND CLICK-THRUS

Videos

Quick Reference Cards

Click-Thrus / Clickguides

General Costpoint Usage

• Access Release Notes

• Introducing the New Costpoint User Interface

• Navigating Costpoint

Employee Self Service (ESS)

• Benefits Enrollment

Reports & Analytics

• Home Dashboard

• Project Manager Dashboard  

Contract Management

• Contract Management Overview

Administration

• Design an Approval Workflow Model

• Using the Word Template Add In

• Content Management Integration with Automatic Sharepoint Configuration

Supplier Portal

• Supplier Portal Overview

• Buyer Portal Overview

Planning*

• Deltek University Planning Videos

* The information described in these videos is current. However, they do not reflect the recent updates to the Costpoint user interface. Additionally, the menus and navigation do not reflect the new Planning Domain, where all of the Budgeting & Planning applications are now located.

Costpoint Mobile Time

• Manage Time Entries

• Configure Settings

• Approve Timesheets

General Usage:

• Query and Lookup QRC

• Views QRC

• Setting Up Printers QRC

• Shortcut Keys Toolbar Icons and Buttons QRC

General Costpoint Usage

• User Interface Click-thru

Contract Management

• Contracts Overview Click-thru

• Customer, Vendor, and Employee Overview Click-thru

• Contract Management to GovWin IQ Integration Overview Click-thru

• Opportunities Overview Click-thru

• Org Conflict of Interest Overview Click-thru

• Subcontracts Overview Click-Thru

• Contract Management Clickguide

• Contract Management: Data Flow Between Modules

Materials

• Organization Security Overview Click-Thru

Supplier Portal

• Set Up a Supplier Portal Email Notification

• Set Up a Supplier Portal User

Time and Expense

• Expense Report Expense Wizard Click-Thru

Administration

• Content Management Integration with Sharepoint Configuration Clickguide