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, including Office 365 on Windows. After the templates are associated with specific application screens, the templates are then available to print within the applications.
Two versions of the Costpoint Word Template Add-In are available:
- Legacy version released in Costpoint version 7.1.1 works with Microsoft © Word Desktop Version 2013 or greater. To create a Word template, you must download and install the add-in from Deltek Software Manager. The add-in is not required to generate a report. See Install the Costpoint Word Template Add In (Desktop Version 2013 and Greater) for more information.
- Costpoint version 8.2 and greater works with Microsoft Office 365. The add-in is included with your Costpoint installation and will require deployment to create Word templates. See Deploy the Costpoint Word Template Add-In (Office 365) for more information.
The process for creating customized reports and documents with Word templates includes:
- Installing and/or deploying 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 Office 365 Word Templates FAQs.