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CP-99: Costpoint InsightsSome Things Old,
Some Things New
Paul Whiteman: Partner, Lexell BlueSusan Pucciano: Partner, Lexell Blue
Deltek Insight 2019Orlando Florida
• Introductions• Costpoint User Interface • New/Under-Utilized Features – Core CP/Labor/Leave • Contracts/Subcontract Management • Procurement • Sales Orders • New Workflow Functionality• Budgeting & Planning Tips • Latest Extensibility Features• Content Management Integration
Agenda
Deltek Insight 2019Orlando Florida
• 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
• Costpoint consulting services • CP / TESS Implementations including Project Manufacturing• Data Migration and Restructures• M&A Integration and Divestitures• Costpoint Health Check / Process Review• Web Services, Extensibility & Interfaces• Cognos Report Development • Costpoint Training
Introductions – Lexell Blue
Deltek Insight 2019Orlando Florida
Introductions – SpeakersSusan PuccianoPartner
Experience:• 22 years at Deltek• Over 30 years of Costpoint /
GovCon experience
Contact Info:• [email protected]• 703-608-9483
Paul WhitemanPartner
Experience:• 10 years at Deltek• Over 18 years of Costpoint /
GovCon experience
Contact Info:• [email protected]• 571-214-9613
Deltek Insight 2019Orlando Florida
Copy/Paste from Excel
Deltek Insight 2019Orlando Florida
Saving Queries
Did you know?You can save
your Query to re-use
Click on the ‘Saved Query’
dropdown
Deltek Insight 2019Orlando Florida
Arrange Table Columns
Choose column order, size, lock
Save layout once
complete
Deltek Insight 2019Orlando Florida
Other Screen Controls
Right click on column
Or use options menu
Deltek Insight 2019Orlando Florida
User Interface Profiles
Did you know?You can configure screen layout that all users can
leverage?
Deltek Insight 2019Orlando Florida
User Interface ProfilesCreate User Interface
Profiles and link to Users/User Groups
Enable User ability to change UI
Profiles
Deltek Insight 2019Orlando Florida
User Interface Profiles Change the column
order and width
Show/Hide Fields and Tabs/Subtasks
Deltek Insight 2019Orlando Florida
• Use reorg for alternate reporting to minimize impacting org structure when business changes
• Use Alt Proj reporting to group IDIQs that are individual top-level projects
• Labor location on employee record (and timesheet) to assist with tax revenue reporting, completing employee-related surveys, etc.
• GLCs to track bid categories
Reporting Tips
Deltek Insight 2019Orlando Florida
• Print Employee Leave Report• Leave Balance by Leave Type
Leave Processing Tips
Deltek Insight 2019Orlando Florida
• View Leave History - Detailed view of Leave accrued and taken
Leave Processing Tips
Deltek Insight 2019Orlando Florida
• Automatically notify vendors of payments • Configure Check/EFT email settings
AP: Email EFT notifications
Deltek Insight 2019Orlando Florida
• Manage Vendors – EFT info subtask: Email EFT Advice
• Print/Void Checks – Print/Email EFT Advice
• Email is sent during the “Update Tables…” process
AP: Email EFT notifications
Deltek Insight 2019Orlando Florida
• The Email EFT flag has been added to the vendor address record format for Import Vendors
• When setting up a new company, the Email EFT setting is inherited from the parent company (enabled Y/N)
• If an advice that was emailed is voided, the void notification will also be emailed to the vendor
AP: Email EFT notifications
Deltek Insight 2019Orlando Florida
Reverse Failed Posting• A user had a failed posting and is now locking that screen• Now a new utility to reverse that failed posting
Deltek Insight 2019Orlando Florida
Work in Progress (WIP) ProjectsWhat is a Costpoint WIP Project?
• A WIP Project typically represents a Fixed Price direct project (contract), where all the direct costs and indirect allocations are capitalized as WIP costs, until ready to recognize those costs as Cost of Goods Sold
• They are typically used in manufacturing and/or inventory environments where material costs are deferred on the balance sheet
• However they can be used on any contract where cost needs to be deferred on the balance sheet
• Note: COGS entry only posts to Owning Org of project and one account
Deltek Insight 2019Orlando Florida
Work in Progress (WIP) Projects
Key Project Setup
Key Project Setup
PAG Setup: Must have WIP TRANS OUT and COST OF GOODS SOLD Function
Codes
Deltek Insight 2019Orlando Florida
Work in Progress (WIP) Projects
‘WIP Project’ PSR Format
WIP Labor
WIP Non-Labor
WIP Indirects
WIP Total
Revenue
COGS
Profit
Deltek Insight 2019Orlando Florida
Contracts Management – SubK Management
The Contracts module supports management of
non-financial Contract/Subcontract data
Deltek Insight 2019Orlando Florida
Contracts Management – SubK ManagementManage Contract
• Manage contract data and status• FAR/DFARS clauses and Modifications• Configurable lookups / user defined fields• Contract closeout checklist
Deltek Insight 2019Orlando Florida
Contracts Management – SubK ManagementManage
Subcontract
Link to PO
Deltek Insight 2019Orlando Florida
Subcontracts in Costpoint - Explained
Materials: Purchase
Order
Contracts: Subcontracts
Projects: Subcontract
Management
• Subcontract data management• FAR Clauses / Provisions• Supplier Ratings
• Subcontract funding management• PO Commitments Reporting• AP invoice matching
• Work Assignments• Subcontractor Time Entry via
Deltek Time Collection
Deltek Insight 2019Orlando Florida
• Manage PO Supplier / Buyer communications
• PO ‘Action’ notifications via emails
• Supplier visibility and dashboards
Supplier Portal
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PO Line Delivery Schedule
Break out PO line in staggered
delivery schedule
Deltek Insight 2019Orlando Florida
• A lot more than just FFP / Units Delivery invoicing• Deferred Revenue / Amortization Schedules• Liquidations from Progress Payment (1443)• Recurring Invoices based on Billing Cycles• Ready for use / accept• Drop-shipment invoicing• FFP Services• DD250 PS / Invoicing
Sales Order Invoicing
Deltek Insight 2019Orlando Florida
Sales Order COGS Breakout
Did you know?Can break out Sales Order COGS by Cost
Element
Deltek Insight 2019Orlando Florida
New WorkflowCustom
Approval Workflow can be setup on any screen
Multi-level approvals with sequential/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
Deltek Insight 2019Orlando Florida
• Use Excel templates to build your budgets and copy/paste to load
• Remember to refresh when adding new projects, orgs, accounts, employees if entering budgets immediately
• Leveraging New Business Budgets for proposals is a great feature
• Once awarded, convert to a Project Budget
Budgeting & Planning Tips
Deltek Insight 2019Orlando Florida
• B&P comes with lots of built-in reports, in addition to CERBudgeting & Planning Reporting
Deltek Insight 2019Orlando Florida
• Add new fields, tabs, actions to existing applications• Add custom logic, change attributes of existing fields
• Java class or stored procedures• Customize reports• Available for T&E as well as CP• Newer features
• Add new application• Add new result set to existing applications
• Add custom lookup leveraging UDEF valid values
Extensibility
Deltek Insight 2019Orlando Florida
• Link documents directly to any application/record in Costpoint• Link to any Document Management system supporting CMIS• Print Reports from Costpoint to Document system
Content Management – Document links
Users can launch the CM Doc from Costpoint
Deltek Insight 2019Orlando Florida
Come Visit us in the Expo Hall
Questions?
Deltek Insight 2019Orlando Florida
CP-115: Techniques & Tips for Merging Legacy Systems into CostpointTuesday 2:10pm - 3:10pm Naples 3
CP-29: How to Merge a $2B+ Company in less than Seven MonthsWednesday 2:10p - 3:10pm Gainesville 1-2
Don’t miss our next two sessions!