Costpoint Online Help

Welcome to Costpoint!

Costpoint 2025.4 with Advanced features offers a wide array of new features and functionality.

What's New

To learn more about the latest features, check out the What's New in Costpoint 2025.4 video available from the What's New page in the Deltek Learning Hub.

Here are some of the highlights.

Area Feature Highlights
User Experience

Updates related to the new UI experience:

  • System messages/notifications display location
  • Multi-file upload
  • Switch between UIs
  • Improved Action bar functionality for Clone and Execute
  • Enhanced Welcome screen
  • Full-screen mode
Command Center
  • New Billing tab for the Command Center for Project Analysts
  • New Command Center for accountants with General Ledger and Closing Manager tabs
  • Usability enhancements for a better user experience
Accounting
  • PLAID integration with bank statement tables
  • Closing Manager (Phase 2)
  • AI-powered journal entry approvals
  • Vendor employee termination date
  • Extended invoice number field length
  • Enhanced USER_LOCK column logic for the OPEN_AP table
Planning
  • Open Plan integration with Planning
  • Current Forecast Report Enhancement
  • Mass update budget or EAC version code
  • New My Budgeted Hours - Detail Application
  • Standard hourly rates now available in Project Budgets/EACs
  • Auto-plug functionality removed from Configuration
  • New option to prepopulate initial budget with employee workforce
  • Ability to restrict modification of approved budgets and EACs
  • New option to include holiday hours in effective rate calculations
  • New manual recalculation method
Capture & Contracts
  • Enhanced contract closeout form with custom questions, unique formats, and notifications
  • Contract deliverable enhancements
  • New contract notes
  • Activity notification enhancements
Projects
  • Sunset of EDI Billing
  • Import Subcontractor Detail Preprocessor
  • Work assignment charge line validation against project period of performance
  • Sorting options added to Effective User Rights Report
  • Multi-user processing for Credit Unbilled Analysis Report Tables (BLPUNBIL) and Update Project Status Report Tables (PJPUPPSR)
People
  • Offboarding of employee and dependent benefits
  • Ability to export employee preferred name to Deltek Time & Expense
  • Setting project account group available for lookups in People applications
  • Timesheet header enhanced to store date and timestamp for manual entries on the Manage Timesheets screen
  • AI agent for manager reporting structure
Materials
  • Shipping transaction export control
  • Purchase Order Smart Summary
  • Disabling serial/lot checkboxes to prevent data issues
  • Inventory part security (Phase 2)
  • Nonconformance tracking (Phase 2)
  • Requisition rejection email link to purchase requisition originating application
  • Configure EDI Settings now in the Sales Order Entry module
Time & Expense
  • Minor enhancements to Quick Entry Expense Report
  • Preferred name now recognized in Time & Expense
  • Timesheet supporting documentation and audit information enhancement
  • Updates to Time Off Balance Report
  • Minor update to Timesheet
  • New Time Clock application
  • Dela supported in Quick Entry Expense Report
  • New Travel Agency Integration Guide for Quick Entry Expense Report
  • Enhanced data integration between Costpoint and Time & Expense
Reports & Analytics / Business Intelligence
  • New PO Payment Schedule Report
  • New Open Billing Detail Report
  • Supplier Portal action dates and data added to Procurement Package
  • Expanded description detail in the Billing Package
  • Modified CAP to support Oracle and MS SQL for OCI transition
  • Costpoint and Planning model security now have separate flags
Admin/Framework
  • Enable Dela per user group
  • Upload documents with Ask Dela in Costpoint
  • Enhanced search and sorting options in Effective User Rights Report
  • Autosave layout option

Prior Releases

2025.3

To learn more about the latest features, check out the What's New in Costpoint 2025.3 video available from the What's New page in the Deltek Learning Hub.

Here are some of the highlights.

Area Feature Highlights
User Experience
  • New design experience that features:
    • Enhanced Welcome page, with quick access to commonly used applications, recent activity, and learning assets, as well as drag-and-drop capability so you can design your own desired experience
    • Improved navigation
    • Application layout refresh
    • Improved messages and dialogs
    • Multiple browser tab support
Command Center (new)
  • Introducing a centralized Command Center that:
    • Highlights tasks that need immediate attention
    • Leverages interactive visualizations and drill through to Costpoint screens and reports
    • Focuses on Project Analyst in this initial release
      • Project Overview: This includes revenue vs. funding analysis and projects that have missing setup information.
      • Hours Analysis: This shows actual vs. planned project hours including the percentage of hours used, highlighting exceptions that require action.
      Note: Command Center for additional roles will be available in future Costpoint releases.
Accounting
  • Closing Manager
  • Accounting reports and new inquiries
  • Alphanumeric manual check numbers
  • Enhanced bank reconciliation
  • Business Health Smart Summary
  • Update Vendor Credit Card Number: Utility
Planning
  • Enhanced Mass Upload Project Budgets to Organization Budgets
  • Employee's view of their hours versus budget
  • New Business Budgets: Additional spread methods
  • Project Budget/EAC Mass Utilities: Ability to extend dates for indirect projects
  • Complete Pending Charges Inquiry: Split into two applications
  • PAG status recognition (Active/Inactive)
  • Current Forecast Report: Option to run at target or actual rates
Capture & Contracts
  • Enhanced security for opportunities and contracts
  • ICR integration for document scanning and contract record creation
Projects
  • Progress Payment (1443) invoice reversal
  • Ability to set project account group (PAG) and billing user group (BUG) as active
  • Addition of revenue formula to PSR at appropriate level(s)
People
  • Ability to report leave in days
  • Leave balance display on paystub
  • Secure Act 2.0 support
Materials
  • Nonconformance tracking
  • New Manage MRP Soft Allocations screen that display all supply sources to meet the end item demand
  • Technical document: Prospective vendor form integration
  • Updates to vendor and buyer defaults for RMA type POs
  • Pulling of PO and PR costs from quote quantity breakpoints
  • MO requirement line substitute part settings
  • Supplier Portal RFQ: Addition of Standard Text, Ship ID, and DPAS Rating
  • Inventory part security
Time & Expense
  • Quick Entry Expense Report enhancements
  • Enhanced Charge Code lookup
  • Timesheet screen improvements
  • Updating Generate Timesheets to a process application
Reports & Analytics / Business Intelligence
  • Permissions reporting that allows BI Administrators to review their custom BI security setup
  • Leveraging "Modern Mode" which improves report prompting usability
Admin/Framework
  • Costpoint UX modernization
  • Support for user-provided documents in Dela
  • Support for WebLogic 14.1.2
  • System level Admin messages
  • Costpoint Perimeter Access Control (PAC)

2025.2

To learn more about the latest features, check out the What's New in Costpoint 2025.2 video available from the What's New page in the Deltek Learning Hub.

Here are some of the highlights.

Area Feature Highlights
Accounting
  • 1099 correcting format
  • Cash receipt field updates
  • Vendor Smart Summary
  • Customer Smart Summary
Planning
  • Ability to see hours and total cost in subtask headers (Project Budgets)
  • Additional spread methods
  • Ability to focus on a single fiscal year when planning in Project Budgets
  • Calculation of pending revenue, costs, and burdens in Core Costpoint
  • Option to create first budget without pre-populating existing actuals
  • Support of alternate project for Planning Project Status Report
  • RECALC option in Project Budget/EAC Mass Utilities
Capture & Contracts
  • Vendor certification enhancement (CMMC tracking)
  • Contract required field settings
Projects
  • Year-end rollforward to multicurrency subtask
  • Subcontract Management: Invoice/voucher billing history tables and details viewed by Open or Closed items
  • Intercompany Work Order tables added for Import Project Master Data
  • Do Not Redistribute Revenue checkbox
  • Ability to keep or delete lower-level roles when added to a higher level
  • Duplicate Projects utility update
People
  • CYE/Regulatory updates
  • Employee Smart Summary
  • Employee offboarding
  • Salary history added to employee self-service
  • Improved audit functionality in processing applications
Materials
  • Prospective vendor email notifications
  • Supplier Portal: Limit user access by vendor address
  • Print signatures on purchase orders
  • Print original due date added to PO print settings
  • Allowing PO closing tasks on inactive projects
  • Deletion of tables for TIP
Time & Expense
  • Quick Entry Expense Authorizations
  • Quick Entry Expense Reports – Phase 3
    • Quick Entry Approval Mode
    • Quick Entry Overall Attachments
    • Choose different Quick Entry Expense Report Types
    • Quick Entry ICR capabilities
    • Quick Entry user-defined fields
  • Costpoint Multicurrency tables for T&E
  • Start/Stop Time calculation in minutes
  • Notification improvements
Reports & Analytics / Business Intelligence
  • Upgrade to Cognos Analytics 12.0.4
  • Adding IBM Cognos samples to Team Content Menu
Admin/Framework
  • Ask Dela with Costpoint Help Integration
  • Updated Dela UI
  • Passkey experience enhancement
  • Support for oAuth authentication with Exchange Online
  • Environment tooltip added to Company field
  • System name in job messages

2025.1

Enhancement Description
Deltek Learning Hub The Deltek Learning Hub is introduced in Costpoint 2025.1 as the new resource center. This is a comprehensive knowledge center that includes help articles, release notes, learning aids, forums, and more for Costpoint and other Deltek products.
1099 Updates for 2024 The Print/Create 1099s and Magnetic Media screen has been enhanced to adhere to the 2024 updates to forms 1099-MISC and 1099-NEC.
Help About Screen Update The Core License checkbox on the View Help About screen is now labeled as CP Essentials License, making your license type easier to identify in the Deltek Learning Hub.

8.2.15

Theme Feature Highlights
User Experience
  • Quick Entry Expense Report (Phase 2)
  • Charge line info card addition to Timesheet
  • ESS improvements
  • Planning Budget Entry improvements
Automation
  • Supplier Portal automatic user onboarding
  • Expansion of prospective vendor functionality
  • Streamlining contract creation
  • Subcontract Management preprocessor
Innovation
  • Customizable email templates
  • Dela enhancements
  • Teams app experience enhancement

Accessing the Online Help

You can access the online help from within the product by clicking Help > Help or pressing SHIFT+F1.

If you are using Costpoint on-premises or need to access the online help outside of the product, use this link to open the online help in the Deltek Learning Hub: Costpoint Advanced Online Help.