Costpoint Fundamentals Series: User Basics

Overview

Course Details

Learn more about the basic navigations within Costpoint.

Duration: 20 minutes

Topics covered:
  • Login to Costpoint
  • Costpoint Configuration
  • Areas and Application
  • Global Menu and Toolbar
  • Open Applications and My Menu
  • Security

This course was developed or updated:

  • In the 8.2 version of the Costpoint product.
  • With all domains/modules available and no limitations on their functionality.

Your system may have had a different implementation or may not have all areas that you see in this video. You can learn more about general aspects of the release versions in our learning path: What's New and Upgrades in Costpoint.

Instructor
...

Debbie Hofheimer
Costpoint SME and Sr Principal Instructor

Glossary

Costpoint Industry-leading ERP solution designed specifically to meet the unique needs of sophisticated project-driven organizations.
Username and Password These are the login credentials provided to users by their IT Admin.
System The specific Costpoint database to which you users are logging in to.
Domain A “world” containing related similar modules and applications. Users may have access to all of these worlds, or the system administrator may restrict them to a single world.
Accounting Accounting contains the applications that correlate tightly with the operation of the General Ledger and the “day in – day out” finances of an organization.
Projects The Projects domain contains the primary subsidiary ledger of the system known as the Project Ledger.
People The People domain contains all of the tracking mechanisms associated with Human Resources.
Materials The Materials domain contains the functions associated with the procurement, production, and sale of goods and services to your customer.
Administration Administration contains all of the functions associated with the set up and control of access to individual applications throughout the system.
Master Data These activities set up an object that is critical to processing. Master data objects are complex and have high visibility in many screens.
Process-Oriented Flows These activities are grouped into logical business processes that perform an action. These flows have a logical beginning and end.
Reports This includes all reports and inquiries that are not audit reports and are not considered part of a logical business process.
Module Utilities These activities investigate and/or remediate data.
Interfaces These activities import from, or export to, third-party software or an input document (such as an Excel spreadsheet).
Controls These activities set rules and control how other activities, or a set of activities, behave.
Administrative Utilities These activities are used by the database administrator to configure an interface, or clean up the database tables.

Resources

Click on the links below to download the files.

Quick Reference Guide A printable file that contains the diagrams and tables shown in this learning video for reference.