BF_Project Notes

Graphics to find and replace

• Left in RH:
• • Application Toolbar - needs Email and attach?
  • Linked Content Files - needs paperclip icon

TE Video Backup Info - Deleted 7/24

Following will be updated in phase 2

Per John:

Administrator Training – Everything that is there now updated to show the new UI

Desktop User Training  – Everything that is there now updated to show the new UI

will we be able to link to above?

all done but can we link to it? portla on landing page of dlz. John can see if link?

link to main DLZ page - click TE 10 from there.

• What’s New in T&E 10

• Timesheet Navigation

• Timesheet Entry

• Timesheet Ancillary Functions

• Timesheet Approval

• Leave Request

• Expense Report Ancillary Functions    

• Expense Report Creation

• Claimed Expense Entry

Remove all below

Mobile Time Videos

• Navigating a Timesheet for Mobile

• Using the Timesheet for Mobile

• Manage Timesheet Approvals for Mobile

• Timesheet Ancillary Functions for Mobile

• Employee Leave Requests for Mobile

• Expense Report Creation for Mobile Application

• Expense Report Ancillary Functions for Mobile Application

• Entering Claimed Expenses for Mobile Application

• Creating Cash Advance Request for Mobile Application

You may also access all Time & Expense videos through the Deltek University Time & Expense training portal here:  

https://education.deltek.com/web/saas/costpoint/te/index.html

B&P

General

• Login & Functionality

• What’s New: Functionality

• How to Set Up a User

Org Manager

• Initializing an Org Budget Year

• Modifying Org Budget Year Data

• Creating an Organization Budget

• Entering Organization Budget Data

• Creating an Outlook

• Computing and Posting Forward Rates

• Accessing and Analyzing Organization Reports

• Analyzing Consolidated and Organization Indirect Rates

• Analyzing Organizational Risk

Project Manager

• Creating a Project Budget

• Entering Project Budget Data

• Applying Escalation to Resources

• Reviewing Fully Burdened Costs on a Project Budget

• Setting Up Revenue and Ceilings

• Approving a Budget

• Creating an Estimate At Complete (EAC)

• Developing and Quantifying Corrective Actions for Project Budgets and EACs

• Managing Multiple EAC Versions

• Accessing Reports On Different Levels Within The Project Domain

• Accessing PSR and JSR

• Creating A Project Proposal

• Creating A Non-Backlog Project Budget