Costpoint Help

Getting Started

Welcome to Deltek Costpoint, the industry-leading, integrated software solution for project-oriented enterprises.

This online help provides instructions for accessing Costpoint’s applications as well as descriptions of menus, toolbars, and other global features. You will also find information on logging on to Costpoint, accessing the database, printing reports, reviewing online help, and contacting Deltek Customer Care and other client services.

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Related Topics:

Common Prompts After Logging In: What to Expect

Upon logging in, Costpoint may present you with various options to customize your user experience.

User Interface

To familiarize yourself and know your way around the Costpoint environment, refer to the topics under this section.

My Menu

Use My Menu to set up or access shortcuts to the applications you frequently use without having to navigate through the entire Costpoint menu.

Select a Company

Costpoint displays the company name, system, and environment at the top right of the Costpoint screen. When you are using multiple companies in Costpoint, this field includes a list of companies available to you.

Screen Configuration

Modify, save, and reset result set and toolbar configurations in Costpoint. You can change your color theme and customize your current application layout and My Menu for your user ID and a UI profile.

Application Functions

To learn about the basics of operating the applications in Costpoint, refer to the Application Functions topics.

Support Options

Should you encounter any concerns while using Costpoint, Deltek offers an assortment of options to address your concerns.

Mobile QR Code

Click the Mobile QR Code link at the bottom of the Costpoint Login screen to display the mobile QR code.