SaaS Admin Guide
Use this online help to perform all administrative functions pertaining to your Costpoint cloud instance.
- Related Topics:
- Overview
Welcome to your new solution. - Getting Started
You should follow these steps to set up your SaaS Customer Administrator account in User Manager. - Accessing Costpoint
Access Costpoint on a supported internet browser or with the Costpoint mobile app published to the app store. - Create Accounts for All Users
It is expected that your company will use one of the supported SSO methods for authentication. - Maintaining User Accounts
This section details information for maintaining user accounts using User Manager: - Costpoint
The following sections describes specific Costpoint configuration options for cloud customers. - Costpoint Web Services Web Interface Console (WIC)
If you plan to use Costpoint Web Services, please submit the Request Web Services service request. - Integration Setup
Integrating your Costpoint solution with other Deltek applications is a simple process. - Frequently Asked Questions
This section contains a list of frequently asked questions. - Service Requests
Service Requests allow the SaaS Customer Administrator to direct Deltek Cloud Operations to perform various types of processes or actions to their company’s cloud environment. - Migrating Your On Premise Solution to the Cloud
If you are an running Costpoint, Time & Expense, or Planning on premise and have purchased a Deltek cloud solution, you need to work with a migration consultant to coordinate the migration of these solutions to the cloud. - Migrating Your CBI Content to the Cloud
The following instructions will help you migrate CBI to the cloud.
Parent Topic: Standard Service Level