Manage Word Templates

Use this screen to link Word templates to applications where you can print customized reports and documents.

This screen enables you to associate specific application screens in Costpoint with template style reports created in Word.

Create and maintain templates using Microsoft © Word Desktop Version 2013 or greater. There is a Costpoint Word Template Add-In available for download from Deltek Software Manager that will help facilitate the Word template creation in Word. After the templates are associated to the specific application screen, the templates are then available to print within the applications.

The process for creating customized reports and documents with Word templates includes:

• Installing the Costpoint Word Template Add In.
• Creating the definition file in the Manage Word Template screen in Costpoint.
• Selecting and downloading the definition file in the File Download screen.
• Importing the definition file into Word and creating the Word template.
• Uploading the Word template to Costpoint to run the reports.

Frequently asked questions about the Costpoint Word Template feature are available in the Deltek Costpoint Word Templates FAQs.