Welcome to Costpoint Business Intelligence
Welcome to Costpoint Business Intelligence (BI), which provides government contractors with a library of reports and dashboards that enable operational, self-service reporting across the enterprise.
Videos and Click-thrus
The following learning aids provide additional information:
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Click through this presentation to learn how to navigate in Costpoint Business Intelligence, how to schedule a report to be generated at a later time, how to subscribe to a report, how to get notified when a report is ready for viewing, and how to modify a template report. |
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Costpoint Business Intelligence: Deltek Models Overview Click Guide |
Click through this presentation to learn more about the Business Intelligence framework manager models and packages that support dashboards and more than 100 reports. |
Complete this self-paced training module to learn about using dashboards to monitor events or activities at a glance. |
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Costpoint Business Intelligence: Managing the Company Content Folder |
View this guide to learn how to navigate the Company content folder, establish security settings, and use the folder to store company-specific custom content. |
Leveraging the Costpoint Business Intelligence Consumer Group |
View this guide to learn how to leverage the Consumer group in Costpoint Business Intelligence. |
Costpoint Business Intelligence Series: Cloud Setup - Checklist |
Review this checklist for an overview of the steps needed to set up Costpoint Business Intelligence in the Cloud. |
Costpoint Business Intelligence Series: Security Setup - Checklist |
Review this checklist for an overview of the steps needed to specify security settings. |
View this guide to learn how to understand, manage, and secure your BI content in Deltek's multitenancy cloud environment. |
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Complete this self-paced training module to learn how to set up security. |
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View this quick reference card to learn about establishing and verifying user accounts. |
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View this quick reference card for an overview of security setup. |
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View this quick reference card to learn about validating user-related settings. |
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View this quick reference card to learn how to set up the reporting period, including the update mode of manual or automatic, the end date, and the fiscal year. |
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Administrator Series: Move Custom Reports from Cognos 10 to Cognos 11 QRC |
View this quick reference card to learn how to move custom reports to the Cognos 11 environment. |
- Related Topics:
- Introducing Costpoint Business Intelligence 8.1
Costpoint Business Intelligence provides government contractors with a library of reports and dashboards that enable operational, self-service reporting across the enterprise. - If You Need Assistance
Deltek can help you in the implementation of Costpoint Business Intelligence in your organization. - Costpoint BI 8.1 User Interface Overview
Costpoint Business Intelligence 8.1 uses Cognos Analytics 11.1.x. - Overview
Costpoint Business Intelligence is a suite of applications that addresses the performance management needs of clients who are using the Costpoint Business Intelligence platform with the Deltek Costpoint, Deltek Time and Expense, Deltek Costpoint Planning, and Deltek Shop Floor Time products. - Accounts Payable
Use the Accounts Payable reports to view a list of vendors and their classifications designated as small businesses. - Accounts Receivable
The Accounts Receivable folder includes the Accounts Receivable Aging Report. Unlike the legacy version of this report in the Costpoint Enterprise Reporting folder, this new report uses the secured Accounts Receivable model. - BI Audit Reports (for Cloud users only)
This folder stores standard BI Audit reports for the BI administrator to see BI usage and login data. - CRM & Contracts
This folder stores standard CRM & Contracts reports and dashboards for contract administrators and staff. - Employee
This folder stores standard Employee reports for use by people administrators, Human Resources and Payroll staff, and managers of employees. - Executive
The Executive folder holds the Executive Dashboard that contains metrics that help senior management in decision making. - Expense
This folder stores standard Expense reports for expense administrators and managers approving expenses. - General Ledger
The General Ledger folder stores standard General Ledger reports for use by the accounting staff. - Incurred Cost Submission Reports
This folder stores reports to aid in preparing Incurred Cost Submission forms and is intended for use by accounting staff. - Labor
This folder stores standard Labor reports for use by managers of employees and subcontractors. - Manufacturing
This folder stores standard Manufacturing reports and dashboards for use by the manufacturing administrator and staff. - Materials
This folder stores standard Materials reports and dashboards for the manufacturing administrator and materials staff. - Procurement
The Procurement folder stores standard Procurement reports and dashboards for manufacturing administrators and procurement staff. - Planning
The Planning folder includes packages and standard reports for Costpoint Planning users. - Projects
The report templates and dashboards in Projects are interactive where you can customize and make your own to be more useful to your business needs. - SOX Controls Reporting
This chapter includes a section on scheduling Sarbanes-Oxley Controls Reports. - Subcontractor Management
This chapter describes the reports in the Subcontractor Management folder. - Time
This folder stores standard Time reports for the time administrator, time supervisor, and other managers who approve time. - Legacy Reports
This chapter includes the reporting areas and reports that use unsecured legacy reporting packages. - Appendix A: Dashboard Drill Thru Reports
Some dashparts provide more details for their data in a drill thru report. To access a drill report, right-click on the dashpart and then click the Drill Through icon. - Appendix B: Reconcile Data with Costpoint Planning
Use the following procedures to reconcile data in Costpoint Business Intelligence with Costpoint Planning.