Costpoint 8.1 Guides

Costpoint has a large amount of additional documents available per release.

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

• Costpoint Installation Documents
• Costpoint Technical Documents
• Year-End Documents
• Costpoint Planning Documents
• Costpoint Time & Expense Guides
• Costpoint Mobile Time & Expense Documents (2.7)
• Costpoint Authentication Guides
• Costpoint Integration Guides
• Costpoint Contract Management Guides
• Costpoint Business Intelligence Documents
• Model Spreadsheets

Costpoint Installation Documents

• Costpoint 8.1 New Installation for Microsoft SQL Server
• Costpoint 8.1 New Installation For Oracle
• Costpoint 8.1 Maintenance Release Installation

Costpoint Technical Documents

• Costpoint 8.1 Approval Workflows Technical Guide
• Costpoint 8.1 Configuration Utility Technical Guide
• Costpoint 8.1 Content Management Integration Technical Guide
• Costpoint 8.1 DB Wizard Utility Guide
• Costpoint 8.1 Deployment Options Technical Overview Guide
• Costpoint 8.1 Extensibility Designer Coding Guide
• Costpoint 8.1 Extensibility Designer Quick Start Guide
• Costpoint 8.1 Extensibility Designer Report Guide
• Costpoint 8.1 Extensibility Designer User Guide
• Costpoint 8.1 Integration Console Technical Guide
• Costpoint 8.1 Integration Overview Technical Guide
• Costpoint 8.1 Java Docs
• Costpoint 8.1 Manufacturing Integrations Technical Guide
• Costpoint 8.1 Message Boards
• Costpoint 8.1 Monitoring Utility Guide
• Costpoint 8.1 Performance Optimization Technical Guide
• Costpoint 8.1 Post-Installation Hardening Guide
• Costpoint 8.1 Process Execution Modes Technical Guide
• Costpoint 8.1 Security Guide
• Costpoint 8.1 Screen Customization and Business Logic Extensibility Guide
• Costpoint 8.1 User Migration Utility Guide

Year-End Documents

• Costpoint 8.1.X Year-End Guide 2023
• Costpoint Year-End FAQs 2023
• Time and Expense TE 10, CP 8, CP 8.1, CP 8.2 Year-End Guide 2023
• Time and Expense TE 10, CP 8, CP 8.1, CP 8.2 Year-End FAQs 2023

Costpoint Planning Documents

• Costpoint Planning 8.1 Configuration Settings Worksheet
• Costpoint Planning 8.1 Manage Org and Project Budgeting Roles
• Costpoint Planning 8.1 Post Installation Configuration Guide

Costpoint Time & Expense Guides

• Costpoint Time & Expense 8.1 Technical Guide
• Costpoint Time & Expense 8.1 Getting Started Guide Time Collection
• Costpoint Time & Expense 8.1 Getting Started Guide Expense
• Costpoint Time & Expense 8.1 Post Installation Configuration Guide

Costpoint Mobile Time & Expense Documents (2.7)

• Costpoint Mobile Time and Expense Release Notes
• Costpoint Mobile Time and Expense Cumulative Release Notes
• Costpoint Mobile Time and Expense FAQ Guide
• Costpoint Mobile Time and Expense Technical Installation and Configuration Guide
• Costpoint Mobile Time and Expense Cloud Administrator Guide

Costpoint Authentication Guides

• Costpoint Cloud Configure MS Azure
• Costpoint Cloud Configuring ADFS
• Costpoint Cloud Configuring Okta
• Costpoint Cloud Configuring Ping

Costpoint Integration Guides

• Costpoint 8.1 GovWin IQ Integration Setup Guide
• Costpoint 8.1 SilkRoad Integration Technical Guide
• Costpoint 8.1 Talent Management Integration Technical Guide
• Costpoint 8.1 Cobra Integration Technical Guide

Costpoint Contract Management Guides

• Costpoint 8.1 Contract Management Mapping Guide

Costpoint Business Intelligence Documents

• Costpoint Business Intelligence 8.1 New User Installation Guide
• Costpoint Business Intelligence 8.1 Post Installation Config Guide
• Costpoint Business Intelligence 8.1 Report List
• Costpoint Business Intelligence 8.1 Security Planning Template
• Costpoint Business Intelligence 8.1 Smart AI Guide
• Costpoint Business Intelligence 8.1 Team Content Guide
• Costpoint Business Intelligence 8.1 Upgrade Installation Guide
• Costpoint Business Intelligence 8.1.18 New User Installation Guide
• Costpoint Business Intelligence 8.1.18 Post Installation Config Guide
• Costpoint Business Intelligence 8.1.18 Upgrade Installation Guide
• Costpoint Business Intelligence Best Practices for Custom Permissions

Model Spreadsheets

• Costpoint Business Intelligence 8.1 Model
• Costpoint Business Intelligence 8.1 Accounts Receivable Model
• Costpoint Business Intelligence 8.1 AP Model
• Costpoint Business Intelligence 8.1 Budgeting Planning Model
• Costpoint Business Intelligence 8.1 Contracts Model
• Costpoint Business Intelligence 8.1 CP Administration Model
• Costpoint Business Intelligence 8.1 CP SOX Model
• Costpoint Business Intelligence 8.1 Employee Model
• Costpoint Business Intelligence 8.1 Expense Model
• Costpoint Business Intelligence 8.1 Fixed Assets Model
• Costpoint Business Intelligence 8.1 General Ledger Model
• Costpoint Business Intelligence 8.1 HR PR Model
• Costpoint Business Intelligence 8.1 ICS Core Model
• Costpoint Business Intelligence 8.1 ICS Presentation Model
• Costpoint Business Intelligence 8.1 Labor Model
• Costpoint Business Intelligence 8.1 Materials Model
• Costpoint Business Intelligence 8.1 MFG Model
• Costpoint Business Intelligence 8.1 Planning Model
• Costpoint Business Intelligence 8.1 Procurement Model
• Costpoint Business Intelligence 8.1 Project Manufacturing Model
• Costpoint Business Intelligence 8.1 Projects Model
• Costpoint Business Intelligence 8.1 SFT Model
• Costpoint Business Intelligence 8.1 SubK Model
• Costpoint Business Intelligence 8.1 TE SOX Model
• Costpoint Business Intelligence 8.1 Time Model