Costpoint Cloud Information Center

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Bulk Load User Accounts

If you have more than 25 users, you can have those users bulk loaded into User Manager.

To bulk-load users into User Manager:

  1. Complete the DeltekCostpointSaaSUserManagerBulkUploadTemplate.xlsx spreadsheet, which can be found in KB article #76807.
  2. Submit the User Manager Bulk Upload Template service request and attach the completed spreadsheet.

    The users will be loaded into User Manager.

    Note:

    Only the first eight (8) letters/characters from the First Name field on the Bulk Upload spreadsheet template are used to create the username with this process. The Manual user creation process does not have this restriction.

  3. Important: You cannot assign a user with rights to the following applications using the Bulk Load spreadsheet. You must provide users with rights to these applications directly in User Manager.
    • SaaS Developer
    • Capture Analytics
    • Costpoint Analytics
  4. After the users are loaded into User Manager and their usernames have been created, you must add each username into the applications that the user requires access to.

    To do this, see the Set Up CER, Costpoint Analytics, & Capture Analytics Users in Costpoint topic.

    If you submit the User Manager Bulk Upload Template service request, Deltek can also load the usernames into the Active Directory field in Costpoint Manage Resource Information screen in Costpoint. If you want this step to take place, enter the system name in the Additional Instructions (Domain Names) text box in the User Manager Bulk Upload Template service request.

    Warning: Follow Up – Account Activation

    After the users are created in User Manager, each user must complete the steps that are detailed in the auto-generated Activation email in order to complete the user activation process. The email contains the username, the temporary password, and a link to the Self Service tool.