Costpoint Online Help

Reports & Analytics

Welcome to Costpoint Business Intelligence

Costpoint Enterprise Reporting

General Ledger Reports

Table of Contents

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Using the Costpoint Online Help

Searching Online Help
Sending Feedback to Deltek About Any Help Topic
Online Help Home Page

Getting Started

Costpoint 8.1
Documentation Feedback
User Interface
Global Menus and Toolbars
- Global Menus
- Global Toolbars
Application Functions
Support Options
Mobile QR Code
- Access Costpoint With a Mobile QR Code

8.1 Videos and Learning Aids

Costpoint Information Center

Accessing Costpoint

Costpoint Mobile App and PWA
Time and Expense Mobile App Access
- Supported Operating Systems and Authentication Methods
Costpoint Mobile Features

Prepare Records for Offline Mode
- Log In to Costpoint Offline
- Manage Offline Data
Review Offline Updates

Sample Voice Commands

Costpoint Getting Started

Introducing Costpoint
Deltek Costpoint Domains and Modules Overview
Accounting Domain Modules
CRM & Contracts Domain Modules
Projects Domain Modules
People Domain Modules
Materials Domain Modules
Administration Domain Modules
Reports and Analytics Domain Modules
Project Manufacturing

General Ledger
Multicurrency
Accounts Payable
Accounts Receivable
Cash Management
Fixed Assets
Consolidations

CRM & Contracts

Opportunities
Contracts
Resources
Activities
- Activities
  - Manage Activities
Contract Management Controls
Related Topics
- Opportunity and Contract Teams and Integration with Planning

Organization Budgeting
New Business Budgeting
Project Budgeting
Resource Planning
Administration

Project Setup
Advanced Project Budgeting
Budgeting and ETC
Cost and Revenue Processing
Project Inquiry and Reporting
Billing
Subcontractor Management
NASA 533s
Inter-Company Work Orders

Product Definition
Bills of Material
Routings
Engineering Change Notices
Procurement Planning
Purchasing
Receiving
Inventory
Production Control
Sales Order Entry
Master Production Scheduling
Material Requirements Planning
Materials Estimating
Supplier Portal
- Dashboards/Actions

Employee
Labor
Leave
Payroll
Compensation
Personnel
Affirmative Action
Deferred Compensation Admin
Benefits
Employee Self Service
Team Management

UDT Names
Time
Expense
Configuration

Reports & Analytics

Welcome to Costpoint Business Intelligence
Dashboards
- Dashboards
- Approval Workflow
  - My Approval Tasks
    - Display the My Approval Tasks Screen
    - Contents of the My Approval Tasks Screen
BI Configuration
- Configuration
  - Manage BI Settings
  - Manage Current Reporting Period

System Administration
Security
Job Management
Workflow

Index

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Glossary

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Sample Report

Sample Balance Sheet report.

Parent Topic: Balance Sheet

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Sample Report

Sample Balance Sheet report.

Parent Topic: Balance Sheet

Reports & Analytics

Welcome to Costpoint Business Intelligence

Costpoint Enterprise Reporting

General Ledger Reports