2019 PowerPoint Guidelines - Microsoft · •Broadcast your jobs and go social •Employee referral •Offers and onboarding Talent Acquisition •Goal management/sharing •Calendar

CP-01:The Small Business Growth Trajectory with Costpoint

Chris Radeschi, Deltek

Agenda» How it all works together

» Ways to optimize Costpoint for more automation

» Top three growth challenges and how to handle them

» How to handle new and different contract types

» Talent management

» Business Intelligence

» Internal teams

» Subcontractors and Management

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How it all works together

WIN by Streamlining

Business

Development

MANAGE through Great

Project Management and

Resource Optimization

DEVELOP by Finding,

Cultivating, and

Retaining Top Talent

DELIVER strong

Financial Results

Through Project-

based ERP

MEASURE by

Unearthing The

Problem Areas and

The Opportunities


Costpoint’s Financial Architecture

Organization – department, functional group or a product line

Who performed this transaction?

Account – the General Ledger Account that describes the expense

What is the transaction for?

Project – where economic value is created

Why did this transaction occur?

CONFIDENTIAL © Deltek, Inc. All Rights Reserved 5

CONFIDENTIAL © Deltek, Inc. All Rights Reserved 6

Visibility and ControlContract Types,

T’s&C’s, &

CLINS

Materials

Labor

Regulatory

Requirements

Project Performance

Financial Statements

Procurement and

Materials Management

Portfolio Management

Customer Billing

Reporting

Compliance & Audit

Employee Management

Payroll

Benefits

Every transaction is connected to an account, an organization, and a project.

Every transaction has project specific invoicing, accounting and procurement rules applied.


Ways to optimize Costpoint for more automation

Navigation


Global

Menu Global

ToolbarNavigation

Toolbar Application

Toolbar

Toolbars


Navigation

Toolbar SettingsChoose what

is on your

toolbar

To label or not

to label?


Navigation

Query

Every single

field on a

screen can be

queried.

You can

create and

save complex

Queries.

And you can set

your most

commonly used

Query to open

on Startup

Navigation


Browse Applications

Find your app!


Breadcrumbs

and

Open ApplicationsNavigation

Negotiate

through the

screens using

the breadcrumb

trail

Find your app!

Clone Records


Clone Records


Right click

and select

Show/Hide

Screen

Controls

Clone Records


Clone Records


Mass Add Project Master Data


Options for Mass Adding Project Data


» Project Org Account

» Project Revenue Setup

» Override Fee on Burden

» Override Fee on Direct

» Project Billing Info

» Project Customer Setup

» Project Cash Basis

» Project Modifications

» Employee Work Force

» Project Labor Categories

» Employee Labor Categories

» GLC to PLC Links

» Vendor Work Force

» Vendor Empl Work Force

» Vendor Labor Categories

» Vendor Empl Lab Cat

» Labor Cat Rate Schedule

» Employee Rate Schedule

» Vendor Rate Schedule

» Vendor Empl Rate Schedule

» Ceiling on Direct Hours

» Ceiling on Direct Cost

» Ceiling on Burden Cost

» Employee Hours Ceiling

» Vendor Hours Ceiling

» Cost of Goods Sold

» CLIN Info

» CLIN Product

» CLIN Warranty Cost Schedule

» CLIN Price Schedule

» CLIN Cost Schedule

» Project Deliverables

» Government Contract Info

» User Defined Tables

» Multiplier Overrides

» Define Rate Sequence

» Assign Standard Text

» Bill Schedule

» Project iRAPT Information

» Project iRAPT UID

» Project iRAPT RFID

Manage User Interface Profiles


Print Options


Right click

and select

Show/Hide

Screen

Controls

Access

from

Toolbar

Print Options


Print Options


Right click

in the data

entry area

Rearrange Columns


Data Entry Made Easy(ier)

Show/Hide Screen

Controls is

available in the

data entry area.

Hide unneeded

columns.Then arrange

your columns in

the order that

makes the most

sense for you.


Import and Export Data Using Excel

Copy to Excel . . . (and back again)


Top three growth challenges and how to handle them

» Contracts Management

» Talent Management

» Business Intelligence



How to handle new and different contract types

Solution Overview

© Deltek, Inc. All Rights Reserved.

Costpoint Contract Management Process

Opportunity Management

( with OCI )Contract Management Subcontract Record

GovWin IQ Costpoint Projects


Dire

ct P

roje

ct

Benefits of Contract Management


• Data repository for non-financial details – provides “blended view” of financial and non-financial information

• Generate Project from Contract or Opportunity• Bi-directional flow of Modifications – mods only need to be entered once• FAR/DFARS/Supplemental tracking & flow down to Subcontract

• Tie into PO• Integration with GovWin IQ • Word Templates for Contract Briefs, etc• Organizational Conflict of Interest• Link Documents to Contract/Opportunity/Subcontract/OCI Record• Contract Closeout- help keep track of closeout process • In Opportunities, key milestones


Talent management

What is Human Capital Management?

HCM can be a component of an ERP system or a

separate suite that is typically integrated with the

ERP. The term HCM has begun to replace the terms

HRMS and HRIS as an umbrella term for integrated

software for both core employee record management

and Talent Management processes.

Complete Human Capital Management Solution

© Deltek, Inc. All Rights Reserved. 34

Workforce

Management

Human Resource

ManagementAcquisition

Performance &

CompensationLearning Development

Search & Match Employee Records Candidate PoolsProject Based

AppraisalsCourse Curriculum Employee Fit

Resource Utilization Jobs & Positions Job RequisitionsAnnual Appraisals

Certifications Succession Planning

Resource Scheduling Compliance Reporting Social Advertising Continuous Feedback Skills Tracking Project Teams

Time & Attendance Labor Costing Job Board Integration Skills & Competencies Tests & Quizzes Career Pathing

Absence Management Payroll Career Sites Employee Recognition New Hire Cirricula Development Plans

Expense Capture Benefits Administration Applicant Tracking 360- ReviewsInternal/External

Course History9-Box Evaluation

Subcontractor

ManagementBenefits Enrollment

Background Check (3rd

party)

Scheduled

Notifications and

reminders

Tuition Reimbursement Mentors

Resource Planning Self ServiceAnnual Compensation

Planning

Mobile Social Dashboards Common Look & Feel Full Suite Reporting Cloud

Deltek Talent

35

• Broadcast your jobs and go

social

• Employee referral

• Offers and onboarding

Talent Acquisition

• Goal management/sharing

• Calendar and anniversary

based scheduling

• Project-based appraisals

Talent Performance

• 9 box

• Career paths

• Success plans

Talent Development

• Configurable grids and

employee details

• Compensation letters

• Budget and guideline details

Talent Compensation

• Online learning catalog

• Create learning plans/

curriculum

• Learning certifications

Talent Learning

Costpoint Core Includes:

© Deltek, Inc. Confidential. All rights reserved

Accounting

Projects

Employee

• Master file

» Labor

• Timesheets

• Interfaces

» Leave

• Accruals

Payroll

» Processing

» Deductions

» Taxes

Human Resources

» Compensation

» Personnel

» Affirmative Action

» Benefits

• ACA Reporting

» Employee Self Service

» Manager Self Service

Talent Management

Acquisition

» Recruiting

» Onboarding

» Applicant Tracking

Performance

Learning

Development

Costpoint People Add-Ons….



Business Intelligence

» Plan using Projects as source of

input or directly input data

» Analyze rate variances

» Generate rates for out years

» Incorporate future awards into

numbers

Organization:P&L and Rate Planning

Review Indirect Rates



» Inherent Costpoint project structure

» Compare actuals to budget in near

real time

» Resource level budgeting

» Reduce reliance on spreadsheets &

home grown solutions

» Identify opportunities and proposals

» Assign resources to direct, indirect

and proposal projects

Project Execution: Budget and Forecast


» Plan your employees to projects

» View where they are schedule to

work

» Add, edit or delete assignments

» Pick assignment time range

» Look for employees by skills, labor

categories or organization

» Commit changes or have PM review

changes to their plans

» Save your team of resource to pull

them up quickly again

Budget by Resource


» Analyze your data from different

timing perspectives

» Historical and future trending

» Compare plan versions

» Drill down to see lower levels of the

project details

» Analyze labor by employee

» Variance to plan

» Create calculations on the fly for

additional metrics

Analyze Your Data with CER

Standard PM Dashboard in CER


» Standard dashboard with Costpoint

BI

» Applies PM Security so PMs just

see their data

» Used out of the box or extended by

with self service drag and drop

capabilities

» Analyze revenue, costs, profit,

pending charges, labor and more

Project Analysis –PM Dashboard

» Review Labor Hours Variance

by employees home org and

projects they support

» See variances at employee,

project or org level

» Drill down on a project to see

what tasks are over or under

Analyzing Labor and Utilization


Labor Utilization



» Drilling into a the Subcontractor

Status Report

» Tracks actuals, budgets and at

complete information

» Visibility into balance of remaining

vs actuals to date

» Monitor subcontractors plans vs

actuals

» Allows to see commitments in

addition to posted actuals

Subcontractor Report for Details and EAC


» Find more details about your T&M

project in the details report

» See past, present, future and At

Complete

» By employee and PLC

» Understand the mix of employees

and rates to optimize your profit

Drill to T&M Profitability Report

» Compare actual vs

budget from Revenue

to Profit

» See At Complete and

balance of plan

remaining

» Drill into details

» Schedule to run

Project Status Report – With Pending Charges


Project and Labor Detail – Check Validity of EAC



» View time-phased budget or EAC

» Understand the mix that makes up

revenue

» If funding ceiling is enabled then

see when you run out of funding

Revenue Breakdown

» PSR style with historical

data and future trends

» Compare BAC to

system calculated EAC

or to your current EAC

» Great for current year

analysis

Current Forecast


Transaction Analysis



Internal teams

Team Management


» Gain access to various team

information directly from

Costpoint.

» Manage your internal teams

related to personnel overviews,

security, contact information, HR,

and reports.

» Change processing helps you

manage various personnel

changes and requests.


Deltek Collaboration






Subcontractors and Management


» Purchase Order Integration – Create a PO with SOW and appropriate line items of work to be accomplish and turn that PO into charge numbers for subcontractors

» Work Assignments – Assign work, monitor and control subcontracted resources for time and expenses

» Streamlined Labor Collection –Collect subcontractors time and expenses directly in your system. Approve time to avoid conflicts and eliminate the need to reconcile

» Subcontractor Invoice –Automatically create accurate invoices to accelerate billing cycles and turn invoices into cash faster

Costpoint Subcontractor Management

Subcontractor Management Data Flow


Subcontracto

r AgreementWork

Assignment

Time /

Expense

Collection

Invoicing

PO VoucherProject Billing

Subcontractor

Agreement PO ‘s are

negotiated and

approved

Subcontractors charge

against work

assignments. Your

team can approves

charges along with

monitoring

hours/dollars spent to

authorized work

assignment totals.

Create your

subcontractors

invoice based on

approved charges.

Upon review of

invoice you can auto

create the PO

Voucher

Once the PO Voucher

is posted, the PO is

relieved and

subcontractor costs

are ready to be billed

to the final customer

Work Assignments

are created from the

PO and once

approved, are

available for the

subcontractor

resources to charge

to in Time and

Expense

Q&A

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.63