Welcome to Costpoint 8
Deltek University is here to support your transition to Costpoint 8, starting 60 days prior to your upgrade, prepping you for Go Live and beyond. We have a variety of training types for you to dive into, from Clickguides that will teach the fundamentals, to Learning Videos and Self-Paced Learning that dig deeper into the features, and Infographics that are used to reinforce the core while doing your daily tasks. Keep checking back regularly, we're adding new content all the time.
Here's all you need to know before you upgrade:
Welcome to Costpoint 8 - Clickguide
This clickguide is an introduction to Costpoint 8 new enhanced features and how they relate to Costpoint 7. It covers updates to all domains: Accounting, Contracts, Projects, Planning, People/Regulatory, Materials, Time & Expense, Reports & Analytics, and Admin.
Roles: All Roles
Costpoint 8 Time & Expense Series: Mobile Time User Training - Learning Video
This learning video is for Costpoint 8 Time & Expense users who access it from a mobile device. It includes demonstrations on basic T&E Time process available for mobile. This is part of the Time & Expense series.
Roles: Super User, Time and Expense End User, Time and Expense Manager
Costpoint 8 Time & Expense Series: Using Time & Expense - Clickguide
In this clickguide, you will learn how to use the tool Time and Expense available in Costpoint. This provides an overview of the product, its benefits, as well as steps on how to enter time and request leave. This is part of the Time and Expense series.
Roles: Super User, Time and Expense End User, Time and Expense Manager, SMB Operations, SMB Maintenance
Costpoint 8 Planning Series: Advanced Search Improvements - Infographic
Get familiar with the Costpoint Planning's Advanced Search Improvements. This infographic covers the advanced search parameters, and how to find and add resources. This is part of the Planning series.
Roles: Super User, Planning Specialist, SMB Operations, SMB Maintenance
Costpoint 8 Materials Management Series: Supplier Portal Overview for Payer - Clickguide
Get familiar with the functions and options in the Payer in Supplier Portal for Costpoint. This course provides the information on the three main use cases for the Supplier Portal Invoicing Capabilities. This is part of the Costpoint Materials Management Series.
Roles: Super User, Materials Specialist, Small Medium Business Maintenance, Small Medium Business Operations
Costpoint 8 Planning Series: Administration and Administration Reports - Self-Paced Learning
In this 1-hour course, you will learn all the information on the Administration feature available in Costpoint Planning. It covers the Planning Security Setup, Administration Utilities, the Org and Project Budgeting Controls and the reports generated for administrators. This course is part of the Planning Series.
Roles: Super User, Planning Specialist, Small Medium Business Maintenance
Costpoint 8 Planning Series: Project Budgeting - Self-Paced Learning
This 1-hour course provides information about the Project Budgeting options and functions available in Costpoint Planning. This covers the following topics: Project/Budget EAC Flow Chart, how to create a budget, The Project Estimate at Completion (EAC) and the Revenue Setup. This course is part of the Planning Series.
Roles: Super User, Planning Specialist, Small Medium Business Maintenance, Small Medium Business Operations
Costpoint 8 Business Intelligence - Clickguide
This clickguide is intended for all new users of Costpoint Business Intelligence to learn the key features that all users should know before starting with Costpoint BI. This will provide an overview of Costpoint BI as well as instructions on how to navigate, view BI content (reports and dashboards), interact with content and subscribe to reports.
Roles: Super User, Controller, Reporting Specialist
Costpoint 8 Projects Series: Contract Management Improvements - Clickguide
This clickguide provides information on the important new features and improvements available in Contract Management for Costpoint 8. It covers the changes made for the Contracts and Opportunities team tab, how this connects with Planning, also introducing the new application for Lead and Contacts. This clickguide is part of the Projects Series.
Roles: Super User, Project Specialist, SMB Operations, SMB Maintenance
Costpoint 8 Materials Management Series: Supplier Portal Overview for Buyer - Clickguide
Get familiar with the functions and options in the Buyer in Supplier Portal for Costpoint. This feature allows buyers to access purchase orders linked to their suppliers, and enables companies to streamline communications between their purchasing department and their suppliers, vendors, and subcontractors. This clickguide is part of the Costpoint Materials Management Series.
Roles: Super User, Materials Specialist, SMB Operations, SMB Maintenance
Costpoint 8 Projects Series: InterCompany Work Orders - Self-Paced Learning
In this 1-hour course, you will get instructions for the setup, processing, and transfer of Inter-Company Work Orders information. You will also learn why the Inter-Company Work Orders module exists and in which situations it is best to use the IWO functionality. This is part of the Projects Series.
Roles: Super User, Project Specialist, SMB Operations, SMB Maintenance
Available only on the DLZ
Costpoint 8 Materials Management Series: Purchase Orders to Shipping Notification in the Supplier Portal - Learning Video
This Learning Video, will cover how to setup and process the Purchase Orders, and the Shipment information for the Supplier Portal. This is part of the Materials Management series.
Roles: Super User, Materials Specialist
Costpoint 8 Contract Management: Data Flow Between Modules - Clickguide
This clickguide provides a walkthrough of how data flows between the different modules within the Deltek Contracts domain when creating new records. This clickguide is part of the Contract Management Series.
Roles: Super User, Contracting Officer, SMB Operations, SMB Maintenance
Costpoint 8 Time and Expense Series: Administrator and Manager Training - Clickguide
This course is for Time & Expense Administrators who create user profiles for timesheets and expense reports. It covers the setup and configuration of user profiles and update of user interfaces for the Manage Timesheets and Manage Expense Report applications. For T&E 10 Managers and Approvers, it includes the creation of desktop shortcuts and setting up of profiles to go directly to specific applications upon login.
Roles: Super User, Small Medium Business Maintenance, Time and Expense End User, Time and Expense Manager
Costpoint 8 Business Intelligence: Contracts & Opportunities Dashboards - Infographic
Get familiar with using the Contracts & Opportunities Dashboard feature available in Costpoint Business Intelligence. This infographic provides details on the consolidated metric views of their respective module and information on each tabs. This is part of the Business Intelligence series.
Roles: CEO, Controller, Super User Reporting Specialist
Costpoint 8 Reports and Analytics Series: Finance Manager Dashboard - Infographic
Get familiar with the Finance Manager Dashboard feature available in Costpoint Reports and Analytics. This printable guide defines the dashboards capability and displays various dashparts with high level information. This is part of the Reports and Analytics series.
Roles: CEO, Controller, Super User, Reporting Specialist
Costpoint 8 Reports and Analytics Series: Organization Manager Dashboard - Infographic
Learn how to use the Organization Manager Dashboard feature available in Costpoint Reports and Analytics. This printable guide defines the dashboards capability and displays various dashparts with high level information. This is part of the Reports and Analytics series.
Roles: CEO, Controller, Super User Reporting Specialist
Costpoint 8 Contract Management Series: Opportunity and Contract Project Initialization - Clickguide
In this clickguide, you will learn the process for the Opportunity and Contract Project Initialization available in Costpoint Contract Management. This includes steps on entering data and the Project Initialization setup both for the Opportunity and Contract and has the details on how to view the project reports linked for both Opportunity and Contract. This clickguide is part of the Contract Management Series.
Roles: Super User, Contracting Officer, SMB Operations, SMB Maintenance
Costpoint 8 Business Intelligence: Planning Dashboards - Infographic
Learn how to use the Planning Dashboard feature available in Costpoint Business Intelligence. This printable guide defines the Organization Manager CP Performance Analytics, and Project Manager CP Performance Analytics dashboards for the Planning domain. This is part of the Business Intelligence series.
Roles: Super User, Controller, Reporting Specialist
Costpoint 8 Business Intelligence: Manufacturing Dashboards - Infographic
Get familiar with using the Manufacturing Dashboard feature available in Costpoint Business Intelligence. This infographic provides the information on the dashboard's drill down capabilities, filters and pinned objects. This is part of the Business Intelligence series.
Roles: Super User, Controller, Reporting Specialist
Costpoint 8 Business Intelligence: Executive Dashboards - Infographic
Get familiar with using the Executive Dashboard feature available in Costpoint Business Intelligence. This infographic provides the functions and information on each views. This is part of the Business Intelligence series.
Roles: Super User, Controller, Reporting Specialist
Costpoint 8 Business Intelligence: Projects Dashboards - Infographic
Learn how to use the Project Dashboard feature available in Costpoint Business Intelligence. This printable guide defines the Organization Manager CP Performance Analytics, and Project Manager CP Performance Analytics. This is part of the Business Intelligence series.
Roles: Super User, Controller, Reporting Specialist
Available only on the DLZ
Costpoint 8 Contract Management Series: GovWin IQ Integration Overview - Self-Paced Learning
In this 30 minute course, you will learn the process and steps to import opportunity records from GovWin IQ into Costpoint.This course is part of the Contract Management Series. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: Super User, Contracting Officer, SMB Operations, SMB Maintenance
Costpoint 8 Contract Management Series: Opportunities Overview - Self-Paced Learning
In this 30 minute course, you will learn the features and functionalities available in the Manage Opportunities screen of the Costpoint Contract Management. This also includes the definition and the steps to create new opportunities. This course is part of the Contract Management Series. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: Super User, Contracting Officer, SMB Operations, SMB Maintenance
Costpoint 8 Human Resources Series: Affirmative Action - Virtual Live Class
This 2-hour course focuses on the configuring and setup of Affirmative Actions and the various reporting features, such as EEO 1 and VETS-4212 reporting. It also discusses various other employee reports available within the system. This course is part of the Human Resources Series. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: HR Specialist, Small Medium Business Maintenance
Costpoint 8 Materials Management Series: Supplier Portal Buyer Dashboard - Infographic
Get familiar with the functions and options in the Payer in Supplier Portal for Costpoint. This course provides the information on the three main use cases for the Supplier Portal Invoicing Capabilities. This is part of the Costpoint Materials Management Series. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: Super User, Materials Specialist, SMB Operations, SMB Maintenance
Costpoint 8 Materials Management Series: Supplier Portal Overview - Infographic
Get an overview of the Supplier Portal feature in Costpoint. It allows suppliers to quickly access purchase orders issued by buyers and enables companies to streamline communications between their purchase departments and their suppliers, vendors, and subcontractors. This printable guide is part of the Costpoint Materials Management Series. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: Super User, Materials Specialist, SMB Operations, SMB Maintenance
Costpoint 8 Time and Expense Series: Mobile Expense - Acquire and Setup the App - Infographic
Get familiar on how to acquire and setup the Costpoint Mobile Time and Expense app. This printable guide provides the steps on how to install and login using the T&E mobile app. This is part of the Time and Expense series. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: Super User, Small Medium Business Maintenance, Time and Expense End User, Time and Expense Manager
Costpoint 8 Time and Expense Series: Mobile Expense - Approve and Reject Expense Reports - Infographic
Learn more on how to approve and reject expense reports using the Costpoint Mobile Time and Expense app. This infographic provides steps on both approval and rejection task for the Resource Managers. This is part of the Time and Expense series. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: Super User, Small Medium Business Maintenance, Time and Expense End User, Time and Expense Manager
Costpoint 8 Time and Expense Series: Mobile Expense - Capture Receipt and Create Expense - Infographic
Get familiar on the capture receipt and creating expense features available in Costpoint Mobile Time and Expense app. This infographic provides the steps on how to capture receipt and processed through the intelligent character recognition processing engine, also the two tabs available: Expense Reports and Outstanding Expenses. This is part of the Time and Expense series. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: Super User, Small Medium Business Maintenance, Time and Expense End User, Time and Expense Manager
*NEW*
Costpoint 8 Business Intelligence Series: Smart Artificial Intelligence Assistant - Learning Video
In this 10-minute learning video, you will learn the steps on how to access and use the Smart Artificial Intelligence Assistant throughout Business Intelligence. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: Controller, Super User, Reporting Specialist
*NEW*
Costpoint 8 Materials Management Series: Supplier Portal Invoice Management - Learning Video
In this 26-minute learning video, you will learn the steps on how to create invoices using Subcontractor Purchase Order types and demonstrated in different scenarios. This training is available exclusively on the DLZ for Standard and Enhanced subscribers.
Roles: Super User, Materials Specialist
Helpful Materials - CP8 Upgrade Sessions
Frequently Asked Questions
Costpoint 8.0 Release Notes
Click HERE to get a copy of the CP8 Release Notes.