Overview
Costpoint Business Intelligence is a suite of applications that addresses the performance management needs of clients who are using the Costpoint Business Intelligence platform with the Deltek Costpoint, Deltek Time and Expense, Deltek Costpoint Planning, and Deltek Shop Floor Time products.
Costpoint Business Intelligence provides the capability to plan, monitor, analyze, and understand how your business is performing and take appropriate actions to improve profitability and overall company value. Costpoint Business Intelligence offers complete and robust data models and developed reports. This provides a path for upgrading to future versions, and follows a standard software development lifecycle process that includes tracking and updating customer-requested enhancements and fixes.
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- Before You Begin
You must be running the correct versions of Costpoint, Deltek Time and Expense, and Deltek Costpoint Planning to run the reports mentioned in this guide. - About This Guide
This guide describes the predefined reports and dashboards provided with Costpoint Business Intelligence in the Team Content folder. - Reports Included in this Release
Costpoint Business Intelligence includes reporting and analytics for a variety of subject areas. - Report Column Information
Click the Info icon in a column header to view the column definition. - Accounts Payable
The Accounts Payable folder stores standard Accounts Payable reports useful to accounting staff who need vendor information. - Accounts Receivable
This folder stores standard Accounts Receivable reports for use by accounting staff. - BI Audit Reports (for Cloud users only)
This folder stores standard BI Audit reports for the BI administrator to see BI usage and login data. - Billing
This folder stores standard billing reports. - Costpoint Administration
This folder stores standard Administration reports, including user security for BI administrators. - Capture & Contracts
This folder stores standard Capture & Contracts reports and dashboards for contract administrators and staff. - Employee
This folder stores standard Employee reports for use by people administrators, Human Resources and Payroll staff, and managers of employees. - Executive
The Executive folder stores standard reports and the Executive Dashboard that contains metrics for executives. - Expense
This folder stores standard Expense reports for expense administrators and managers approving expenses. - Fixed Assets
This folder stores standard Fixed Assets reports for use by the accounting staff. - General Ledger
The General Ledger folder stores standard General Ledger reports for use by the accounting staff. - Human Resources
The Human Resources folder stores standard Human Resources reports and dashboards for use by people administrators and HR staff. - Incurred Cost Submission Reports
This folder stores reports to aid in preparing Incurred Cost Submission forms and is intended for use by accounting staff. - Labor
The Labor folder stores standard Labor reports for use by managers of employees and subcontractors. - Manufacturing
This folder stores standard Manufacturing reports and dashboards for use by the manufacturing administrator and staff. - Materials
The Materials folder stores standard Materials reports and dashboards for the manufacturing administrator and materials staff. - Payroll
The Payroll folder stores standard Payroll reports and dashboards for the people administrator and payroll staff. - Planning
This folder stores standard Planning reports and dashboards for the project planners and others with project roles. - Procurement
The Procurement folder stores standard Procurement reports and dashboards for manufacturing administrators and procurement staff. - Projects
This folder stores Deltek standard reports and dashboards for Projects. - Shop Floor Time
This folder stores reports for Shop Floor Time and is intended for use by time administrators. - SOX Controls Reporting
This chapter includes a section on scheduling Sarbanes-Oxley Controls Reports. - Subcontractor Management
This chapter describes the reports in the Subcontractor Management folder. - Time
This folder stores standard Time reports for the time administrator, time supervisor, and other managers who approve time. - Appendix A: Dashboard Drill Thru Reports
Some dashparts provide more details for their data in a drill thru report. To access a drill report, right-click on the dashpart and then click Drill Through. - Appendix B: Legacy vs New Reports
Legacy reports are no longer accessible in Costpoint BI 8.2. However, new reports have been introduced that replace most of the legacy reports.