CP-99 Did you know..?? Fun facts and Features of Costpoint Did you know... · Deltek Insight 2018....

Susan Pucciano: Partner, Lexell BluePaul Whiteman: Partner, Lexell Blue

Deltek Insight 2018

CP-99 Did you know..?? Fun facts and Features of Costpoint

Deltek Insight 2018Dallas, Texas

Agenda• Introductions• Navigating Costpoint - incl the new User Interface• Application Configuration• New/Under-utilized Features• Importing/Exporting Data• Job Management• Security• Workflow• Useful System Reports• Managing Enhancement Releases


Introductions – Lexell Blue• Lexell Blue, LLC, founded in 2013, headquartered in Northern

Virginia• Comprised of four partners and a team of over 30 consultants

with extensive experience with the Deltek GovCon suite of products

• Joint Business Relationship (JBR) with PwC• Costpoint consulting services

• CP / TESS Implementations including Project Manufacturing• Data Migration and Restructures• M&A Integration and Divestitures• Costpoint Health Check / Process Review• Costpoint Training• Cognos Report Development • Web Services, Extensibility & Interfaces


Introductions

Susan Pucciano• Partner, Lexell Blue• Experience:

• 22 years at Deltek• Over 29 years of

Costpoint / GovCon experience

• Contact Info:• [email protected]• Ph: 703-608-9483

Paul Whiteman• Partner, Lexell Blue• Experience:

• 10 years at Deltek• Over 17 years of

Costpoint / GovCon experience

• Contact Info:• [email protected]• Ph: 571-214-9613


• GCS screen


• CP7 traditional


• CP7 new UI


New User Interface

• Available in SYSJAR 43

• Old/New UI toggle feature


New User Interface

Costpoint auto-sizes to fit your browser window


New User Interface

Subtasks can be ‘stacked’


User PreferencesDefault Report

Delivery (Download

recommended)

My Menu setup

Default Company / Application


My MenuClick on My

Menu for quick access to your

favorite screens

Manage My Menu in User Preferences

Manage My Menu in User Preferences


Key Word SearchKeyword browse for applications

Type in keyword and applicable

applications appear


Queries

Type in keyword and applicable

applications appear

Use Query to find existing records

(Keyboard Shortcut F11)

Use Find tab for a quick

search

Did you know? The % symbol

produces a ‘Wildcard’

contains search


QueriesUse the Query tab for

more advanced searches, and/or logic, and additional fields

Save your Query to re-use

Did you know?You can save

your Query to re-use


QueriesClick on the

Query Arrow and select Saved

Query to execute


QueriesDid you know:

Query header records based on values in line records (child).

Example: Query PO’s for Items.

Did you know?Query header records based on values in line records (child).Examples: Query PO’s by ItemQuery AP Voucher by Project


Lookups

Did you know? You can even apply

all of the Query logic on Lookups!

Did you know? The % ‘Wildcard’ search works in

Lookups too


Column Layout

Arrange table column

sequence/size and lock

Arrange table column

sequence/size and lock

Save table configuration

tailored to you


Show/Hide Fields

Select Show/Hide

Screen Controls from

Options

Check ‘Always Hide’ box for

fields not needed

Did you know?You can hide

unwanted fields?


Mass Updates

Did you know:You can load

data from header to line

by right-click in header

Did you know:Use

Find/Replace function to

mass update data


Enhancement Releases

• Continuous Delivery Model• How to find out what is coming?• Latest cool enhancements


Leave Adjustments & TEESSDid you know?

New feature to export leave

adjustments to Time


Leave Adjustments & TEESS

• Formerly leave adjustment (e.g. leave payout) in CP = Manual update to leave balances in TEESS

• Now…. • Select option to export leave adjustments in CP interface

option• Run interface to Time and employee leave balances

automatically updated


Reconcile Leave Balances

• True up the GL liability based on employee’s current rate as well as update employee’s leave records


Fixed Assets - It's not just fordepreciation anymore!

• Expense prepaids or accruals• Process works the same as monthly

depreciation• Separate Property Type and Classification• Use Autocreation to pull prepaids/accruals for

review prior to creating "asset"• Leveraging the FA module for this will continue to

post up to the amount of the "asset" so you fully expense your balance sheet entries!


Project and Customer Typesas Reporting Tools

• User-defined, required fields that are underutilized• Provide different views of P&L information• Can be easily changed to respond to latest business

strategy – no need to touch the G/L!• Project type – P&L by line of business• Customer type – Market Facing P&L


Milestone / % Complete Bills

• The manual invoice that prints!• Use instead of, or with standard billing• Provide more info on the invoice than scheduled

bills• Can show both previous billed amounts and

future/to-be-billed amounts• Combined with Extensibility, can provide cash

forecasting information for fixed price billing


Other Automation

• Standard Rate service centers• Useful for automating consolidating entries such as

eliminations and minority interests• Use autocreate (receipts or vouchers) FA function to

minimize manual asset setup• Project Setup

• Use project templates for adding new CLINs or Option Years where things are repeatable

• Use Mass-Add Projects to create new projects or new CLINS/Option Years


Importing/Exporting Data

• Importing• Preprocessors (Import utilities)• Copy/Paste from Excel

• Exporting• Print to file• Copy/Paste to Excel• CER/Cognos Queries


Copy/Paste from Excel


Subcontractor Purchase Order

• The “old” subcontractor purchase order –Subcontract Retainage PO (not the new Subcontractor Agreement POs )

PO Type = Subcontract

Retainage PO


Subcontractor Purchase Order• For grant-making non-profit organizations, or anyone

who needs to pay subcontractors based on milestones or deliverables but does not need to collect hours.

• Monitor Subcontractor performance during the Receiving process

• Total Budget by Benchmark• Total Requested by Subcontractor• Total Accepted

• Costpoint auto-creates the P.O Voucher with the correct disbursement amount charged to the correct project/account/orgs as defined in the Subcontractor P.O.


Subcontractor Purchase Order


Job Management

Schedule multiple jobs to run Daily, Weekly, or Monthly so you don’t

forget


Batch Jobs

Did you know? You can submit

jobs/processes to run in Batch Mode while you continue

working

Request to get emailed when

the job/process completes


Result Set SecurityExample Use Case: Provide Read-Only access to Manage Parts main screen, but Update access to specified subtasks


Result Set SecuritySelect User

Group (or User)

Select Application Click on Result

Set Rights by Application

Control access rights to

applicable result sets (subtasks)


Predefined WorkflowsDid you know?

There are predefined

Workflows for Requisitions /

ECNs

Workflows already setup

to trigger based on

Approval setup


Requisition Workflows

Did you know? A Buyer can

reject an Approved

Requisition?

In Apply PO Info to

Requisition screen, click on ‘Hdr Approval’

Enter New Line, and complete Rejection info. Save and it will

notify Requester

Enter New Line, and complete Rejection info. Save and it will

notify Requester


New WorkflowsCustom

Approval Workflow can be setup on any screen

Multi-level approvals with sequential and concurrent

Conditions and/or Updates throughout approval

Approval Roles

Approval Delegation

Escalation capabilities

Rejection capabilities

Email notification with link to approval screen

Approval workflow history visible


Useful System Reports


Data Dictionary Report


Application Information Report


Menu Report

Susan Pucciano: 703-608-9483Paul Whiteman: 571-214-9613

Deltek Insight 2018

Questions?Contact Us: [email protected]

CP-99 Did you know..?? Fun facts and Features of Costpoint Did you know... · Deltek Insight 2018....

Documents

Transcript of CP-99 Did you know..?? Fun facts and Features of Costpoint Did you know... · Deltek Insight 2018....