Costpoint Online Help

Using the Help Search

8.0 Videos and Learning Aids

Use learning aids, in a variety of formats, to assist you as you work with Costpoint 8.

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
Projects
Materials
Contract Management
Reports and Analytics
Time and Expense
People
Administration
Costpoint Business Intelligence

Costpoint General Information

Type	Title	Description
	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 new navigation, menu structure, global icons, subtasks, user preferences, and more.
	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 8 Learning Portal	The portal provides materials to support your transition to Costpoint 8.0, starting with tasks that you complete starting 60 days prior to your upgrade.
	Costpoint Fundamentals - Functional Reference Guide	View this guide to learn about basic Costpoint concepts, structure, navigation, and functionality.
		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
	Costpoint Accounts Payable - Functional Reference Guide	View this guide to learn about basic Costpoint Accounts Payable structure, processes, navigation, and functionality.
	Costpoint Accounts Receivable - Functional Reference Guide	View this guide to learn about basic Costpoint Accounts Receivable structure, processes, navigation, and functionality.
	Costpoint Fixed Assets - Functional Reference Guide	View this guide to learn the basic concepts and processes on how to configure and maintain parameters for tracking and reporting asset cost, depreciation expense, and disposals for your properties, including company-owned assets, contractor acquired property, and government-furnished equipment.
		Return to Top

Projects

Type	Title	Description
	Costpoint Projects - Functional Reference Guide	View this guide to learn about the basic concepts and functionality of the Projects domain.
	Costpoint Billing - Functional Reference Guide	View this guide to learn how to initialize, configure, create, and process bills for your 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 Qty	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.
		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.
	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.
		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 in Costpoint 8.0	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.
	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.
	Costpoint Time and Expense Portal (Deltek University)	Use the portal to access training modules for employees, managers, and administrators on basic Time and Expense tasks such as completing and submitting timesheets and expense reports, accessing Time and Expense from mobile devices, approving or rejecting submitted items, and setting up the application to reflect your firm's business requirements.
		Return to Top

Planning

Type	Title	Description
	Costpoint Planning - Functional Reference Guide	View this guide to learn about the basic concepts, structure, navigation, and functionality of Costpoint Planning.
		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).
	Costpoint Human Resources - Functional Reference Guide	View this guide to learn the basic concepts and processes on how to configure, enter, and maintain human resources information used throughout Costpoint.
	Costpoint Labor - Functional Reference Guide	View this guide to learn the basic concepts and processes on how to configure, enter, and maintain timesheet cycles, pay types, general labor categories and workers' compensation codes for your employees.
	Costpoint Leave - Functional Reference Guide	View this guide to learn the basic concepts and processes on how to configure and maintain parameters for calculating and tracking employee leave balances.
	Costpoint Payroll - Functional Reference Guide	View this guide to learn the basic concepts and procedures on payroll processing.
		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	View this video to learn how to set up Costpoint and Office 365 SharePoint for Content Management Integration using the Automatic Sharepoint Configuration option in Costpoint. You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This video also shows you how to manage content between Costpoint and SharePoint.
	Costpoint Administrator - Functional Reference Guide	View this guide to learn about Costpoint system administration, security, job management, and workflow.
		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 through this presentation to learn more about the Business Intelligence framework manager models and packages that support dashboards and more than 100 reports.
		Return to Top

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8.0 Videos and Learning Aids

Use learning aids, in a variety of formats, to assist you as you work with Costpoint 8.

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
Projects
Materials
Contract Management
Reports and Analytics
Time and Expense
People
Administration
Costpoint Business Intelligence

Costpoint General Information

Type	Title	Description
	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 new navigation, menu structure, global icons, subtasks, user preferences, and more.
	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 8 Learning Portal	The portal provides materials to support your transition to Costpoint 8.0, starting with tasks that you complete starting 60 days prior to your upgrade.
	Costpoint Fundamentals - Functional Reference Guide	View this guide to learn about basic Costpoint concepts, structure, navigation, and functionality.
		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
	Costpoint Accounts Payable - Functional Reference Guide	View this guide to learn about basic Costpoint Accounts Payable structure, processes, navigation, and functionality.
	Costpoint Accounts Receivable - Functional Reference Guide	View this guide to learn about basic Costpoint Accounts Receivable structure, processes, navigation, and functionality.
	Costpoint Fixed Assets - Functional Reference Guide	View this guide to learn the basic concepts and processes on how to configure and maintain parameters for tracking and reporting asset cost, depreciation expense, and disposals for your properties, including company-owned assets, contractor acquired property, and government-furnished equipment.
		Return to Top

Projects

Type	Title	Description
	Costpoint Projects - Functional Reference Guide	View this guide to learn about the basic concepts and functionality of the Projects domain.
	Costpoint Billing - Functional Reference Guide	View this guide to learn how to initialize, configure, create, and process bills for your 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 Qty	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.
		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.
	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.
		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 in Costpoint 8.0	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.
	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.
	Costpoint Time and Expense Portal (Deltek University)	Use the portal to access training modules for employees, managers, and administrators on basic Time and Expense tasks such as completing and submitting timesheets and expense reports, accessing Time and Expense from mobile devices, approving or rejecting submitted items, and setting up the application to reflect your firm's business requirements.
		Return to Top

Planning

Type	Title	Description
	Costpoint Planning - Functional Reference Guide	View this guide to learn about the basic concepts, structure, navigation, and functionality of Costpoint Planning.
		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).
	Costpoint Human Resources - Functional Reference Guide	View this guide to learn the basic concepts and processes on how to configure, enter, and maintain human resources information used throughout Costpoint.
	Costpoint Labor - Functional Reference Guide	View this guide to learn the basic concepts and processes on how to configure, enter, and maintain timesheet cycles, pay types, general labor categories and workers' compensation codes for your employees.
	Costpoint Leave - Functional Reference Guide	View this guide to learn the basic concepts and processes on how to configure and maintain parameters for calculating and tracking employee leave balances.
	Costpoint Payroll - Functional Reference Guide	View this guide to learn the basic concepts and procedures on payroll processing.
		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	View this video to learn how to set up Costpoint and Office 365 SharePoint for Content Management Integration using the Automatic Sharepoint Configuration option in Costpoint. You use CMI to store and manage documents, images, and other content related to Costpoint records in a third-party Content Management System. This video also shows you how to manage content between Costpoint and SharePoint.
	Costpoint Administrator - Functional Reference Guide	View this guide to learn about Costpoint system administration, security, job management, and workflow.
		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 through this presentation to learn more about the Business Intelligence framework manager models and packages that support dashboards and more than 100 reports.
		Return to Top