Costpoint Cloud Information Center

Using the Help Search

8.1 Videos and Learning Aids

Use learning aids, in a variety of formats, to assist you as you work with Costpoint 8.1.

Use the following Quick Steps , Click Guide , and Video links to navigate to the learning aids that you want to explore.

You can scroll through this topic or click one of the following links to go directly to a section of learning aids:

Costpoint General Information
Costpoint Supplier Portal
Accounting
Materials
Projects
Contract Management
Reports and Analytics
Time and Expense
Planning
People
Administration
Costpoint Business Intelligence

Costpoint General Information

Type	Title	Description
	What's New in Costpoint 8.1 - Functional Reference Guide	View this guide to learn about new features and enhancements in Costpoint 8.1.
	Navigating Costpoint	View this video to learn how to navigate in Costpoint. Starting with the home screen, this video guides you through basic UI elements such as the File menu, keyboard shortcuts, the global toolbar, and the navigation toolbar.
	User Interface Quick Steps	Click through this presentation to learn highlights of the Costpoint navigation, menu structure, global icons, subtasks, user preferences, and more.
	Login Page Quick Steps	Click through this presentation to learn how to log in to Costpoint, review the legal statement, and create a Costpoint desktop shortcut for easy access. This presentation also includes information on the mobile QR code that you can scan and use to log in to Costpoint on your mobile device.
	Getting Help for Costpoint	View this video to learn about resources that are available to help you use Costpoint.
	Query and Lookup QRC	View this quick reference card to learn how to use the Query function to search for one or more existing records available for a particular screen. This QRC also illustrates how to use the Lookup function to select from a list of valid values for a particular field.
	Views QRC	Any screen in Costpoint that has the Query function can display in form view or table view. View this quick reference card to see the differences between the form view, with data displayed in fields that are grouped on tabs, and table view, in which the same data is displayed in rows and columns.
	Setting Up Printers QRC	View this quick reference card to learn about elements of the Print Options dialog box, including options for delivery, batch printing, document locale, and paging, and a summary of each tab's purpose.
	Shortcut Keys, Toolbar Icons, and Buttons QRC	View this quick reference card to learn about shortcut keys, which can reduce the chances of incurring repetitive strain injuries, as well as toolbar icons and buttons used throughout the Costpoint user interface.
	Costpoint GovCon Cloud Moderate (GCCM) Overview - Functional Reference Guide	View this guide to learn about Costpoint GovCon Cloud Moderate, Deltek's solution for cybersecurity compliance standards for government contractors.
		Return to Top

Costpoint Supplier Portal

Type	Title	Description
	Supplier Portal Overview	This video demonstrates the overall functionality of the Supplier Portal feature, which suppliers use to work with purchase orders and invoices.
	Supplier Portal Overview Quick Steps	Click through this presentation to learn how to use the Supplier Portal to access purchase orders issued by buyers, submit shipping notifications, generate invoices, and approve invoices.
	Set Up a Supplier Portal Email Notification	Click through this presentation to learn how to set up email notifications for the Supplier Portal.
	Set Up a Supplier Portal User	Click through this presentation to learn how to set up users as suppliers or buyers for the Supplier Portal.
		Return to Top

Accounting

Type	Title	Description
	Post Gains/Losses to Projects Configuration Quick Steps	Click through this presentation to learn how to configure Costpoint to post foreign currency gains/losses to projects.
		Return to Top

Materials

Type	Title	Description
	Autoload Standard Text	This video explains how to load Standard text codes without having to click any extra buttons in certain applications. This affects 33 applications under Costpoint Materials.
	Create Journal Entries from Standard Costing Updates	This video explains the ability to create journal entries from standard cost updates. This feature is intended so users can create cost adjustment entries in both the inventory transactions and the General Ledger, affecting six applications in Costpoint Materials.
	Reconcile Inventory Serial/Lot Quantity	This video explains additional reconciliation capabilities that now exist to reconcile serial lot quantity. When the inventory quantities are out of sync with the serial lot quantities, the reconciliation attempts to align the quantities.
	Cycle & Physical Count Schedules	This video discusses several enhancements to cycle and physical count inventories.
	Implement Delivery Schedules on RFQ/Quote	This video explains how to include delivery schedules on requests for quotes (RFQ) and quotes so that vendors can see the delivery schedules when creating quotes.
	Combine Multiple Requisitions on RFQ/Quote	This video discusses how to combine and consolidate multiple requisitions into a single request for quote (RFQ) and then utilize and view the consolidated requisition by autoloading the RFQ onto the quote.
	DPAS Rating on Purchase Orders and Manufacturing Orders	This video discusses printing the DPAS Rating on Manufacturing Order Documentation to help production schedule the orders according to the DPAS Rating codes and to avoid possible violations of government requirements.
	Apply MRP Suggestions to Detailed Part Schedule	This video explains how to see if a Detailed Part Schedule has any MRP Exception Action Messages for a specific order, and how to visualize a simulation of the Detailed Part Schedule lines if these Action Messages are to be implemented.
		Return to Top

Projects

Type	Title	Description
	Managing Roles in Costpoint Clickguide	View this guide to learn how to set up, manage, and track functional roles used in various areas in Costpoint.
		Return to Top

Contract Management

Type	Title	Description
	Contract Management Overview	View this video for an overview of contract management features: opportunities, contracts, subcontracts, and organizational conflicts of interest.
	Contracts Overview Clickguide	View this guide to learn about the purpose, key fields, and options of each tab, and how contracts relate to opportunities, projects, activities, and more.
	Costpoint Contract Management - Functional Reference Guide	View this guide to learn about the four main areas of Contract Management: Opportunities, Contracts, Manage Subcontracts, and Organizational Conflict Of Interest (OCI), and the basic processes in managing contracts.
	Customer, Vendor, and Employee Clickguide	View this guide to learn how to manage the customer, vendor, and employee information that is integral to your contract management needs. For example, you learn how to approve prospective vendors.
	Opportunities Clickguide	View this guide to learn how to create opportunities, including the purpose and key fields and options of each tab. You also learn how opportunities relate to projects.
	Organization Conflict of Interest Clickguide	View this guide to learn how to set up and maintain organizational conflicts of interest (OCI) that you can track and associate with opportunities, contracts, and projects.
	Subcontracts Clickguide	View this guide to learn how to create subcontracts. The guide highlights the purpose and key fields and options of each tab.
	Contact and Lead Tracking Clickguide	View this guide to learn about the process by which you track contacts or leads.
	Hey Deltek! in Manage Leads and Contacts	View this video to learn about Costpoint's virtual personal assistant, also known as Hey Deltek!, and how you can use it on the Manage Leads and Contacts screen.
	Managing Roles in Costpoint Clickguide	View this guide to learn how to set up, manage, and track functional roles used in various areas in Costpoint.
		Return to Top

Reports and Analytics

Type	Title	Description
	Home Dashboard	View this video to learn how to access and use the home dashboard in the Reports and Analytics domain. This dashboard provides easy access to frequently used items such as timesheets, expense reports, leave balances, and pending tasks.
	What's New for Dashboards	View this video to learn about enhancements to Costpoint dashboards.
		Return to Top

Time and Expense

Type	Title	Description
	Expense Report Wizard	Click through this presentation to learn about the new Expense Report Wizard, including an overview of the expense entry process and interface features.
	My Outstanding Expenses Overview	Click through this presentation to learn about reviewing, and following up on, your outstanding expenses.
	Support for Life and Supplemental Life Guaranteed Issue and Evidence of Insurability (EOI)	Click through this presentation to learn about Costpoint support for life insurance, supplemental life insurance, and Evidence of Insurability (EOI).
	Manage Time Entries in Mobile Time and Expense	View this video to learn how to use Costpoint Mobile Time and Expense to enter time by adding a charge to your timesheet, or modify a timesheet by editing a charge.
	Configure Settings for Mobile Time and Expense	View this video to learn how to set up Mobile Time and Expense, including time zones, mobile hour increments, whether or not to display non-working days, and so on.
	Approve Timesheets in Mobile Time and Expense	View this video if you are a resource manager who needs to approve and reject timesheets in Mobile Time and Expense.
	Hey Deltek for Timesheets	Click through this presentation to familiarize yourself with the most common and useful voice commands for the Timesheet application.
	Offline Time Entry	View this guide to learn about offline time entry in the Web version of Costpoint Time & Expense.
	Capture Outstanding Expenses in Mobile Time and Expense	View this video to learn about capturing data for outstanding expenses in Mobile Time and Expense.
	Add Expense Reports in Mobile Time and Expense	View this video to learn about adding expense reports in Mobile Time and Expense.
	Approve Expense Reports in Mobile Time and Expense	View this video to learn about approving expense reports in Mobile Time and Expense.
	Managing Roles in Costpoint Clickguide	View this guide to learn how to set up, manage, and track functional roles used in various areas in Costpoint.
	Timesheet Overtime Distribution Quick Steps	Click through this presentation for an overview of the Overtime Distribution Subtask in Manage Timesheet.
	Managing Duplicate Outstanding Expenses	View this video to learn about managing duplicate outstanding expenses in Mobile Time and Expense.
		Return to Top

Planning

Type	Title	Description
	Create Employee Requisitions in New Business Budgets Quick Steps	Click through this presentation to learn how to create employee requisitions in New Business Budgets.
		Return to Top

People

Type	Title	Description
	Support for Life and Supplemental Life Guaranteed Issue and Evidence of Insurability (EOI)	Click through this presentation to learn about Costpoint support for life insurance, supplemental life insurance, and Evidence of Insurability (EOI).
		Return to Top

Administration

Type	Title	Description
	Designing the Approval Workflow Model	View this video to learn how to configure approval workflow components, create a workflow approval model, and then test the model.
	Using the Word Template Add In	View this video to learn how to use the Costpoint Word Add-in to add a Costpoint-specific tab to Word files.
	Costpoint Content Management Integration with SharePoint Clickguide	Click through this presentation to learn how to set up Costpoint and Office 365 SharePoint for Content Management Integration (CMI). You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This click-guide also shows you how to manage content between Costpoint and SharePoint.
	Content Management Integration with Automatic SharePoint Configuration Clickguide	Click through this presentation to learn how to use the Automatic Sharepoint Configuration option in Costpoint to set up Costpoint and Office 365 SharePoint for Content Management Integration. You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This click-guide also shows you how to manage content between Costpoint and SharePoint.
	Managing Roles in Costpoint Clickguide	View this guide to learn how to set up, manage, and track functional roles used in various areas in Costpoint.
	Push Notifications Clickguide	Click through this presentation to learn about the Device Notification and SMS Message notification methods that push messages to your mobile devices and computer for actions performed in Costpoint. Also, see how to assign notification methods to specific notification types.
	Multi-User Processing Clickguide	Click through this presentation to learn about Costpoint's multi-user processing functionality that lets you start a process while other jobs are running. See the progress meter that displays the job's place among other jobs in the queue, and learn how to run a job in the background.
	Working Offline in Costpoint Clickguide	Click through this presentation to learn how to prepare Costpoint data for Offline Mode. In Offline Mode, you can work in Costpoint applications without an internet connection and merge your updates when Costpoint is online.
		Return to Top

Costpoint Business Intelligence

The following learning aids are specific to Costpoint Business Intelligence, which is an application designed to provide the information that you need to make effective business decisions.

Type	Title	Description
	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.
	Costpoint Business Intelligence Series: Managing Your Costpoint Business Intelligence Content (Basics) - Functional Reference Guide	View this guide to learn how to understand, manage, and secure your BI content in Deltek's multitenancy cloud environment.
		Return to Top

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8.1 Videos and Learning Aids

Use learning aids, in a variety of formats, to assist you as you work with Costpoint 8.1.

Use the following Quick Steps , Click Guide , and Video links to navigate to the learning aids that you want to explore.

You can scroll through this topic or click one of the following links to go directly to a section of learning aids:

Costpoint General Information
Costpoint Supplier Portal
Accounting
Materials
Projects
Contract Management
Reports and Analytics
Time and Expense
Planning
People
Administration
Costpoint Business Intelligence

Costpoint General Information

Type	Title	Description
	What's New in Costpoint 8.1 - Functional Reference Guide	View this guide to learn about new features and enhancements in Costpoint 8.1.
	Navigating Costpoint	View this video to learn how to navigate in Costpoint. Starting with the home screen, this video guides you through basic UI elements such as the File menu, keyboard shortcuts, the global toolbar, and the navigation toolbar.
	User Interface Quick Steps	Click through this presentation to learn highlights of the Costpoint navigation, menu structure, global icons, subtasks, user preferences, and more.
	Login Page Quick Steps	Click through this presentation to learn how to log in to Costpoint, review the legal statement, and create a Costpoint desktop shortcut for easy access. This presentation also includes information on the mobile QR code that you can scan and use to log in to Costpoint on your mobile device.
	Getting Help for Costpoint	View this video to learn about resources that are available to help you use Costpoint.
	Query and Lookup QRC	View this quick reference card to learn how to use the Query function to search for one or more existing records available for a particular screen. This QRC also illustrates how to use the Lookup function to select from a list of valid values for a particular field.
	Views QRC	Any screen in Costpoint that has the Query function can display in form view or table view. View this quick reference card to see the differences between the form view, with data displayed in fields that are grouped on tabs, and table view, in which the same data is displayed in rows and columns.
	Setting Up Printers QRC	View this quick reference card to learn about elements of the Print Options dialog box, including options for delivery, batch printing, document locale, and paging, and a summary of each tab's purpose.
	Shortcut Keys, Toolbar Icons, and Buttons QRC	View this quick reference card to learn about shortcut keys, which can reduce the chances of incurring repetitive strain injuries, as well as toolbar icons and buttons used throughout the Costpoint user interface.
	Costpoint GovCon Cloud Moderate (GCCM) Overview - Functional Reference Guide	View this guide to learn about Costpoint GovCon Cloud Moderate, Deltek's solution for cybersecurity compliance standards for government contractors.
		Return to Top

Costpoint Supplier Portal

Type	Title	Description
	Supplier Portal Overview	This video demonstrates the overall functionality of the Supplier Portal feature, which suppliers use to work with purchase orders and invoices.
	Supplier Portal Overview Quick Steps	Click through this presentation to learn how to use the Supplier Portal to access purchase orders issued by buyers, submit shipping notifications, generate invoices, and approve invoices.
	Set Up a Supplier Portal Email Notification	Click through this presentation to learn how to set up email notifications for the Supplier Portal.
	Set Up a Supplier Portal User	Click through this presentation to learn how to set up users as suppliers or buyers for the Supplier Portal.
		Return to Top

Accounting

Type	Title	Description
	Post Gains/Losses to Projects Configuration Quick Steps	Click through this presentation to learn how to configure Costpoint to post foreign currency gains/losses to projects.
		Return to Top

Materials

Type	Title	Description
	Autoload Standard Text	This video explains how to load Standard text codes without having to click any extra buttons in certain applications. This affects 33 applications under Costpoint Materials.
	Create Journal Entries from Standard Costing Updates	This video explains the ability to create journal entries from standard cost updates. This feature is intended so users can create cost adjustment entries in both the inventory transactions and the General Ledger, affecting six applications in Costpoint Materials.
	Reconcile Inventory Serial/Lot Quantity	This video explains additional reconciliation capabilities that now exist to reconcile serial lot quantity. When the inventory quantities are out of sync with the serial lot quantities, the reconciliation attempts to align the quantities.
	Cycle & Physical Count Schedules	This video discusses several enhancements to cycle and physical count inventories.
	Implement Delivery Schedules on RFQ/Quote	This video explains how to include delivery schedules on requests for quotes (RFQ) and quotes so that vendors can see the delivery schedules when creating quotes.
	Combine Multiple Requisitions on RFQ/Quote	This video discusses how to combine and consolidate multiple requisitions into a single request for quote (RFQ) and then utilize and view the consolidated requisition by autoloading the RFQ onto the quote.
	DPAS Rating on Purchase Orders and Manufacturing Orders	This video discusses printing the DPAS Rating on Manufacturing Order Documentation to help production schedule the orders according to the DPAS Rating codes and to avoid possible violations of government requirements.
	Apply MRP Suggestions to Detailed Part Schedule	This video explains how to see if a Detailed Part Schedule has any MRP Exception Action Messages for a specific order, and how to visualize a simulation of the Detailed Part Schedule lines if these Action Messages are to be implemented.
		Return to Top

Projects

Type	Title	Description
	Managing Roles in Costpoint Clickguide	View this guide to learn how to set up, manage, and track functional roles used in various areas in Costpoint.
		Return to Top

Contract Management

Type	Title	Description
	Contract Management Overview	View this video for an overview of contract management features: opportunities, contracts, subcontracts, and organizational conflicts of interest.
	Contracts Overview Clickguide	View this guide to learn about the purpose, key fields, and options of each tab, and how contracts relate to opportunities, projects, activities, and more.
	Costpoint Contract Management - Functional Reference Guide	View this guide to learn about the four main areas of Contract Management: Opportunities, Contracts, Manage Subcontracts, and Organizational Conflict Of Interest (OCI), and the basic processes in managing contracts.
	Customer, Vendor, and Employee Clickguide	View this guide to learn how to manage the customer, vendor, and employee information that is integral to your contract management needs. For example, you learn how to approve prospective vendors.
	Opportunities Clickguide	View this guide to learn how to create opportunities, including the purpose and key fields and options of each tab. You also learn how opportunities relate to projects.
	Organization Conflict of Interest Clickguide	View this guide to learn how to set up and maintain organizational conflicts of interest (OCI) that you can track and associate with opportunities, contracts, and projects.
	Subcontracts Clickguide	View this guide to learn how to create subcontracts. The guide highlights the purpose and key fields and options of each tab.
	Contact and Lead Tracking Clickguide	View this guide to learn about the process by which you track contacts or leads.
	Hey Deltek! in Manage Leads and Contacts	View this video to learn about Costpoint's virtual personal assistant, also known as Hey Deltek!, and how you can use it on the Manage Leads and Contacts screen.
	Managing Roles in Costpoint Clickguide	View this guide to learn how to set up, manage, and track functional roles used in various areas in Costpoint.
		Return to Top

Reports and Analytics

Type	Title	Description
	Home Dashboard	View this video to learn how to access and use the home dashboard in the Reports and Analytics domain. This dashboard provides easy access to frequently used items such as timesheets, expense reports, leave balances, and pending tasks.
	What's New for Dashboards	View this video to learn about enhancements to Costpoint dashboards.
		Return to Top

Time and Expense

Type	Title	Description
	Expense Report Wizard	Click through this presentation to learn about the new Expense Report Wizard, including an overview of the expense entry process and interface features.
	My Outstanding Expenses Overview	Click through this presentation to learn about reviewing, and following up on, your outstanding expenses.
	Support for Life and Supplemental Life Guaranteed Issue and Evidence of Insurability (EOI)	Click through this presentation to learn about Costpoint support for life insurance, supplemental life insurance, and Evidence of Insurability (EOI).
	Manage Time Entries in Mobile Time and Expense	View this video to learn how to use Costpoint Mobile Time and Expense to enter time by adding a charge to your timesheet, or modify a timesheet by editing a charge.
	Configure Settings for Mobile Time and Expense	View this video to learn how to set up Mobile Time and Expense, including time zones, mobile hour increments, whether or not to display non-working days, and so on.
	Approve Timesheets in Mobile Time and Expense	View this video if you are a resource manager who needs to approve and reject timesheets in Mobile Time and Expense.
	Hey Deltek for Timesheets	Click through this presentation to familiarize yourself with the most common and useful voice commands for the Timesheet application.
	Offline Time Entry	View this guide to learn about offline time entry in the Web version of Costpoint Time & Expense.
	Capture Outstanding Expenses in Mobile Time and Expense	View this video to learn about capturing data for outstanding expenses in Mobile Time and Expense.
	Add Expense Reports in Mobile Time and Expense	View this video to learn about adding expense reports in Mobile Time and Expense.
	Approve Expense Reports in Mobile Time and Expense	View this video to learn about approving expense reports in Mobile Time and Expense.
	Managing Roles in Costpoint Clickguide	View this guide to learn how to set up, manage, and track functional roles used in various areas in Costpoint.
	Timesheet Overtime Distribution Quick Steps	Click through this presentation for an overview of the Overtime Distribution Subtask in Manage Timesheet.
	Managing Duplicate Outstanding Expenses	View this video to learn about managing duplicate outstanding expenses in Mobile Time and Expense.
		Return to Top

Planning

Type	Title	Description
	Create Employee Requisitions in New Business Budgets Quick Steps	Click through this presentation to learn how to create employee requisitions in New Business Budgets.
		Return to Top

People

Type	Title	Description
	Support for Life and Supplemental Life Guaranteed Issue and Evidence of Insurability (EOI)	Click through this presentation to learn about Costpoint support for life insurance, supplemental life insurance, and Evidence of Insurability (EOI).
		Return to Top

Administration

Type	Title	Description
	Designing the Approval Workflow Model	View this video to learn how to configure approval workflow components, create a workflow approval model, and then test the model.
	Using the Word Template Add In	View this video to learn how to use the Costpoint Word Add-in to add a Costpoint-specific tab to Word files.
	Costpoint Content Management Integration with SharePoint Clickguide	Click through this presentation to learn how to set up Costpoint and Office 365 SharePoint for Content Management Integration (CMI). You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This click-guide also shows you how to manage content between Costpoint and SharePoint.
	Content Management Integration with Automatic SharePoint Configuration Clickguide	Click through this presentation to learn how to use the Automatic Sharepoint Configuration option in Costpoint to set up Costpoint and Office 365 SharePoint for Content Management Integration. You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This click-guide also shows you how to manage content between Costpoint and SharePoint.
	Managing Roles in Costpoint Clickguide	View this guide to learn how to set up, manage, and track functional roles used in various areas in Costpoint.
	Push Notifications Clickguide	Click through this presentation to learn about the Device Notification and SMS Message notification methods that push messages to your mobile devices and computer for actions performed in Costpoint. Also, see how to assign notification methods to specific notification types.
	Multi-User Processing Clickguide	Click through this presentation to learn about Costpoint's multi-user processing functionality that lets you start a process while other jobs are running. See the progress meter that displays the job's place among other jobs in the queue, and learn how to run a job in the background.
	Working Offline in Costpoint Clickguide	Click through this presentation to learn how to prepare Costpoint data for Offline Mode. In Offline Mode, you can work in Costpoint applications without an internet connection and merge your updates when Costpoint is online.
		Return to Top

Costpoint Business Intelligence

The following learning aids are specific to Costpoint Business Intelligence, which is an application designed to provide the information that you need to make effective business decisions.

Type	Title	Description
	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.
	Costpoint Business Intelligence Series: Managing Your Costpoint Business Intelligence Content (Basics) - Functional Reference Guide	View this guide to learn how to understand, manage, and secure your BI content in Deltek's multitenancy cloud environment.
		Return to Top