costpoint fundamentals series

Fundamentals Series Quick Reference Guide Click on the topics to go directly to that page.

Deltek. Costpoint > Fundamentals Series

Navigation

There are four modes of navigation within Costpoint.

ii� Query Every single field on a screen can be queried.

0 You can create and save complex Queries.

Manage Project User Flow

Fmd Query Sort Saved Quenes

Query Condition

� Project

jbegins with

Return all records where:

(like%)

884 records will be returned Count

� Tool bar Settings

..

0 Match case of values

Save Query Reset

Close

X

The Global Tool bar can be configured as to which Icons you would like to display and the order in which they appear. You can also choose to display Just the icon or you can include the Label to the left of it.

Save Toolbar Configuration

D Show Toolbar Buttons with Labels

�arch Available

Ava1lable (1) AddA!I

Name Add

GD Expor1 to Excel +

X

rl Apply Configuration for Current Application Only.

Selected ( 14) Remove All

Name

f::!Save

I:":! save & Conhnue

'!:,.Refresh

.. Clone

Q.Lookup

!b,0etaul!Act1on

0Act1ons/Reports

f Execute

l'iPageSetup

JlcPrintOptions

C!iPrev1ew

Order Remove

• X

.... X

---� X

.... X

.... X

.... X

.... X

---� X

.... X

.... X

.... X

l1llc1ose

A You can set your most commonly usedV Query to open on Startup.

Manage Project User Flow

Find Query Sort Saved Queries

0 Execute Top Query on Startup Query ID �ryName

ASP-ALLYX The ALLYX Contract Iii lit ® � -t II

Save All Reset

Close

C\, Browse Applications If you remember part of the name of the application, but not where it is, you can use Browse Applications to narrow down your options.

[l[i) � * []J Browse Applications general

.: ..

Print General Ledger Budgets (GLRBUDG)

Create General Ledger Report Tables (GLPCRRPT)

Pnnt General Ledger Detail Report (GLRGLDET)

Print General Ledger Posting Summary Report (GLRGLSUM)

Compare General Ledger Actual to Budget Activity (GLOCOMP)

View General Ledger Activity (GLQINQ}

Print Labor History to General Ledger Comparison Report (GLRLHGL)

Configure General Ledger Settings (GLMSETNG)

(4 more applications ... )

X

© 2021 Deltek, Inc. All Rights Reserved 1

Global MenuGlobal Toolbar

My Menu

Open Applications

Application Path

Logout

Screen Configuration

Header

Detail Rows

LOOKUP

The availability of a field level lookup is indicated by a blue bar on the right side of the field. The bar turns into a magnifying glass icon when you mouse over it.

FIND & QUERY

Use the “Plus” button to add the query condition to the list.

SAVING THE APPLICATION LAYOUT

Access “Screen Configuration” menu and click Save Current Application Layout.

Domains ModulesApplication

Groups Applications

Subtask

COSTPOINT APPLICATION INTERFACE

COSTPOINT NAVIGATION

Save your complex query statements for quick re-use.

Multiple Query Conditions can be combined in the Query tab by using “and” or “or”.

Relational Parameters

available for selection:

“is equal to”, “begins with”,

and “contains”

The Count button gives you the number

of search results.


TABLE COLUMN FUNCTIONSRight-click on a table column header to access the following:1. FIND – Search for cell contents in a column.2. REPLACE – Replaces cell contents by providing a search criteria.3. LOCK COLUMNS – Creates a table fence.4. RESIZE COLUMN – Resizes the column width.5. MOVE COLUMN – Rearranges the table columns.6. SORT ASCENDING/DESCENDING – Sorts the table by column.7. ARRANGE TABLE COLUMNS – Rearranges the table in one action.8. SHOW/HIDE SCREEN CONTROLS – Shows/hides table columns/controls.

Sub-periodFiscal Year Accounting Period

ACCOUNTING PERIODS

Note: You have to be logged in to Company 1 to modify the Fiscal Year settings.

1 2 3

Manage Fiscal Years

Accounting > General Ledger > Company Calendar > Manage Fiscal Years

FISCAL YEAR - The actual year of the transaction. Generally, this is a four digit designation although the field can store up to six characters.

1

Manage Accounting Periods

Accounting > General Ledger > Company Calendar > Manage Accounting Periods

PERIOD - This is the two digit designation associated with the fiscal accounting period – traditionally the month.

2 Manage Subperiods

Accounting > General Ledger > Company Calendar > Manage Subperiods

SUB-PERIOD This is a finer breakdown of the month. In many cases, the subperiod may be correlated with a week.

3



BASIC DATA ENTRY

SELECTING TABLE ROWS

STORED PARAMETERS

Enter the Parameter ID and Description to save your parameters.

Use Query to retrieve stored parameters

Grayed-out fields are non-editable.

Click the New button to add a

new record.

Required fields are marked with the red (*) asterisk.

Fields with a blue bar on the right

signify that lookup is available.

Use the Form/Table button to switch to form or table view.

PRINTER DELIVERY OPTIONS

CTRL + Click SHIFT + Click

1. Print to a printer attached to your network2. Print to a file (Four file options available)3. Download the report as a file4. Print to a file and email it5. Archive the report for future viewing6. Print to a local printer

1 2 3 4 5 6

DEFAULT REPORT DELIVERY OPTIONSAdministration > System Administration > System Administration Controls > Configure User Preferences

Access the Configure User Preferences application to select a Default Printer Option



FIND & REPLACE

PRINTING WITH LOGOS

2

Admin > System Administration > File Management > Manage Alternate File Locations

Admin > System Administration > System Administration Controls > Configure System Settings

3

4

5

Set the Users/User Groups access.

Set up Company Logo in Configure System Settings screen.

Select the default company logo to be used in the Default Settings options.

Open Page Setup and select “Default” to add the logo in the printed report.

1

Add the folder containing the Logo file.

Right click the column header then click Replace.

Supply the replace condition then click the Plus (+) icon.

Click Replace/Replace All to execute the replacement.

Supply the search condition then click the Plus (+) icon.

Click Find to execute the search.

Right click the column header then click Find.


Costpoint Fundamentals:

Navigation Shortcut Keys, Toolbar Icons and Buttons Deltek University

The following tables list available keyboard shortcuts. The available shortcut keys depend on the function you want

to perform on an application , table window, or process.

= Line Functions ------------------

Description Shortcut

Duplicate a selected

line/record.

Force validation for the

selected line.

Add a new line/record.

Mark a selected line/

record for deletion.

� Edit Functions

CTRL + E

ALT+ SHIFT+ V

CTRL + DEL

CTRL + E

------------------


Copy selected text.

Cut selected text.

Paste copied or cut text.

Undo the last action taken.

� File Functions

CTRL + C

CTRL + X

CTRL + V

CTRL + Z

------------------


Clone selected record. F4

Print the default report. SHIFT+ CTRL + P

Save all changes and F6

continue working on the

application.

Log out. CTRL +SHIFT+

F12

Force validation for an CTRL +ALT+ V

object.

Close the current CTRL + W

application.

Add a new row. F2

Save all changes. FS

Execute the default F3

application process.

@ Option Functions ------------------


Go to the next window.

Go to the next option.

Go to the previous option.

Go to the last option.

Go to the first option.

Toggle between

table and form view.

CTRL + B

CTRL + ➔

CTRL + f

CTRL + �

CTRL + '1'

CTRL + M

@ Option Functions ------------------


Toggle viewing

between new and

existing records.

Go to the next tab.

Open the Query window.

Open a Lookup window.

Reset the default

positioning and view.

Show/hide messages

& errors.

ALT+CTRL+ T

CTRL + TAB

Fll

FlO

SHIFT+ ALT+ Z

SHIFT+ F3

% Miscellaneous Functions ------------------


Decrease the scale of a ALT+ - (minus)

report.

Increase the scale ALT++ (plus)

of a report.

Click OK on a subtask. ALT+ 0

Print a report in report ALT+ P

preview.

Go to the next open CTRL + J

application.

Open the Print Options CTRL +ALT+ P

window.

Copy selected text CTRL + C

or selected rows (if

no text is selected).

Open the My Menu F8

window.

Open the help file. SHIFT+ Fl

Refresh all. SHIFT+ Fll

Process the default action. SHIFT+ CTRL + R

Toggle record section. SHIFT+ F7



Navigation Shortcut Keys, Toolbar Icons and Buttons Deltek University

The following table lists all toolbar icons on the Costpoint user interface. The availability of these

icons depends on the application or screen that you are using.

GI� Cl &J '11 fll BIi flll 61 C @-� I* ml Browse Applications � �

[!!]

�

[Bl•]

[&I• l

�

�

Save

Save and Close

Refresh

Clone Record

Lookup

Default Action

View Action and

Report Status

Execute

Page Setup

Print Options

Preview Default

Report

Print Default

Report

Reset Default

Positioning and

View

Show Messages

and Errors

Workflow

Click this icon to store any changes you make on the screen. If you are working on a record,

clicking this icon refreshes the screen after saving.

Click this icon to store any changes you make on the screen. If you are working on a record,

clicking this icon retains that record after saving for further editing.

Click this icon to restore the default values or clear the fields on a screen,

subtask, or document.

Click this icon to duplicate an existing record. You can then edit that record and save it as

new data.

Click this icon to open the Lookup window for a selected field.

Click this icon to run an application's default process. You can click the drop-down arrow

beside this icon to view and select available actions for the currently active screen.

Click this icon to open the View Action and Report Status screen, where you can view all

active and inactive jobs in the job server.

Click this icon to run an inquiry process.

Click this icon to open the Page Setup dialog box, where you can set up the page layout for

printing reports.

Click this icon to open the Print Options dialog box, where you can set up the system printer,

print to file, email delivery, and archiving options.

Click this icon to preview a report. This icon processes report previews for report

applications

Click this icon to print a report screen's default report as set up in your print options. This

icon prints reports for report applications only.

Click this icon to restore the default positioning and view (Table View or Form View) of the

currently active screen.

Click this icon to display the Messages window where you can view messages that appeared

or errors that occurred for the currently active application.

Click this icon to resend the workflow email. You can use the drop-down arrow to view

workflow activity instructions and complete an activity.

0 My Menu - You can set up My Menu using the Screen Configuration icon or the Configure User Preferences screen.

1 Open Applications - You can use this list to navigate between applications or close an application.

I Screen Configuration - You can also customize your screen configuration (Top-Level Tool bar, Current Application Layout, and My Menu)and select an administrator profile. You must close all open applications before you can select an administrator profile.

8 Select Company - To switch to another company, you must close all open applications, click this icon, and select the company you want to

I access from the drop-down list. Log Out - Upon logging out, Costpoint will prompt you to save your changes. Unsaved data will be lost.


Costpoint Fundamentals: Deltek University Navigation Shortcut Keys, Toolbar Icons and Buttons

[

The following table lists all function buttons on an application screen. The availability of these icons depends on the screen

or subtask that you are using. Also, these buttons display depending on whether the screen or subtask is displayed in

Table View or Form View.

Fl New Record

..,, Copy Record

I Delete j Delete

I Undeletej

Undelete

[EJ First

�Previous

�Toggle View

[8 Next

l ►f7 Last

8Switch to

Table View

I Switch to

Form View

ue .. I Query

roi Select/Deselect

This Record

Click this button to create a new record or insert a new line into a table window.

Click this button to duplicate a selected record/line. You can then edit this record/line and

save it as new data.

Click this button to mark a selected record/line for deletion. That record/line does not

delete until you save your changes.

Click this button to restore a record/line that has been marked for deletion.

In Form View, click this button to go to the first item in the current list of records.

In Form View, click this button to go to the previous item in the current list of records.

In Form View, click this button to switch between a list of existing records and a list of new

records.

In Form View, click this button to go to the next item in the current list of records.

In Form View, click this button to go to the last item in the current list of records.

Click this button to display a screen or subtask in Table View.

Click this button to display a screen or subtask in Form View.

Click this button to open the Query window.

In Form View, select this check box to select the currently displayed record. This check box

allows you to select multiple records.



Accounting Period Control Screens Deltek.

When you enter transactions into Costpoint, each transaction is associated with a Fiscal Period.

Costpoint will store the information by Period in the Transaction Header Record.

All financial and project reporting is generated by the designation of a Fiscal Period.

Users can only enter activity into Costpoint if the Fiscal Period has a status of open.

Three Components of Fiscal Period

Fiscal Year The actual year of the transaction. Generally, this is a four digit designation although the field can store up to six alphanumeric characters. While some companies operate on a calendar year basis, many organizations run from October through September.

Period This is the two digit, numeric designation associated with the fiscal accounting period - traditionally the month. For a company using a calendar year basis, January is equal to "01"; for a company's whose fiscal year starts in October, January would be fiscal period "04".

Sub-Period This is a finer breakdown of the month. In many cases, the subperiod may be correlated with a week. Usage of sub-periods is common in organizations where the fiscal month and calendar month are different and a customer requires billing for transactions incurred during a calendar month.

Access: Accounting> General Ledger> Company Calendar> Manage Fiscal Years

Access the Manage Fiscal Years application to modify Fiscal year settings.

* m Browse Appllcat,ons > Accounting > General Ledger > company Calendar > Manage Fiscal Years .1. Am (.')

Manage Fiscal Years New C< ... (' Query ..- [-l□T X J

1:il"" Fiscal Year* Description* Status* I Closing Rate Type J 2011 JFY2011 JOpen I • 12012 FY2012 Open I 2013 FY2013 Open 12014 FY2014 Open I 2015 FY2015 Open 12016 FY2016 Open 12011 FY2017 Open 12018 FY2018 Open 12019 FY2019 Open 12020 FY2020 Open ...

Message(s) X

Message(s) Only Company 1 may add or change a Fiscal Year

Close

� Note: In a multi-company database, you must be logged in to Company 1 to � modify the Fiscal Year settings.



Accounting Period Control Screens Deltek.

Access: Accounting> General Ledger> Company Calendar> Manage Accounting Periods Access the Manage Accounting Periods application to modify the accounting period settings for each fiscal year.

* (I] Browse Applications > Accounting > General Ledger > Company Calendar > Manage Accounting Period s J.. (2.)

Fiscal YearfPeriod

Fiscal Year* 2020

Period Details

Period End Date 01/31/2020 Status

Not Available • Open

Period Number*

Closed

New Delete l-'11 iof12E,as;ng � ► I)>! Table Query "f' 0 - D X ��-��-

Adjustment Period Adjustment Rate Type

• N/A

Journal Entry Status Use the drop-down list to select the status of the screen for the accounting period.

Code Description Status*

AJE

APU 7APV

IBEG

I BJ

A justin Journal E tries

NP Unrealized Gains/Losses Accounts Payable

Open

Open Open Open Open

� Note: In a multi-company database,

Beginning Balance Screen Manual Billing Journal

� you must be logged in to Company 1 to add new Accounting Periods.

Open All JournalS j

Access: Accounting> General Ledger> Company Calendar> Manage Subperiods Access the Manage Subperiods application to modify the subperiod settings.

* rn Browse Apphcatlons > Accounting > General Ledger > Company Calend ar > Manage Subpenods .1. t!.>

Fiscal Year/Period Details INev,l□eleteli...l I of12E>aS,;ngl:..,, I ► IM I Table� ue,y "'Jou D 1� Fiscal Year* 2020 I Period* 1 Subperiod Number* 1

Subperiod details

Subperiod End Date 01/31/2020 Status Adjustment Rate Type

Not Available • Open Adjustment Subperiod • N/A Interim Final Entry Edit Statu�

Journal Entry Status E �

✓ Code Description Status*

IAJE I Adjusting Journal Entries - Use the drop-down list to sel Open ,.. ....

IAPU -IAPV -IBEG

I BJ

� �

=

status of the screen for the s NP Unrealized Gains/Losses Open ,..

Accounts Payable Open ,..

Beginning Balance Screen Open ,..

Manual Billing Journal Open ,..

Open All Journals j

Note: In a multi-company database,you must be logged in to Company 1 to add new Subperiods.

Transaction Header with Fiscal Period

Every transaction must contain all three components, Fiscal Year, Period and Subperiod. A company may not require the use of Subperiods and can accept the default period of "1". Generally, an individual in accounting will be the caretaker of the Accounting Periods that are normally created at the beginning of the year. This person will open and close the periods, thereby controlling transaction activity.

Multiple periods may be open in Costpoint at one time, assuming that Costpoint is configured for that in the General Ledger Settings screen.

ect the ubperiod.



Form and Table Views

Any screen that has the Query function can display in Form View or Table View. Usually, if more than one row is returned in a Query, the screen displays in Table View.

[§ Form View ll§ In Form View, the screen displays as shown below, with the fields grouped in boxes.

Basic Info Details Customer lnformattan Customer Notes

Type• REV Date*

03/02/2001

Status* Im lemented ngmaror

Employee 10045

Organization 3.001.3110

Description*

Class*

Reason*

Approval Process

Name*

Phone

Revsion change for subassembly

Berkowitz, Joan Z

Priority

Hold

Revision

Submit for Approval

0 !.m�illll. AP..lll.2..l!fil.i General Notes Technical Notes !filplementation Notes h!.1 � KlmP�U User-Defined Info

aTable View can display many records at one time, so these buttons

do not display in Table View.

aClick this button to toggle between Table View and Form View.

The name of the button changes as you switch views.

aThe record selection checkbox is on the right side of the screen.

Click this area of the screen to select the displayed record.

g§ Table View

II

a

Click this button to maximize the size of the application screen.

When this group box displays in Table View, the name of the group

box, Originator, will be appended to some of the field names.

Dc::::::::J In Table View, the fields display in a grid, as shown on below.

1\ * I]] Browse Appllcat1ons > Materials > Engmeenng Change Notices > Engineering Change Prncessmg > M3nage Englneenng Change Notices

BECN ECN ECN ... , ... ,8 "

◄

ID Revision Description* Type• Class* Priority Submit for Approval Da1e* Reason* Hold S1atus* Process Em lo ee

ECN-0000000 _ ...... __ .._ _________ .._ ___ ...._ _ _..._ _ __._ _____ ...._ ____ ...._ __ ___._...._-'--_____ _,._ ____ ...._ _____ _.o_ a_,e_n_po_rt_._sh_a_w_n -'-------," 0 Change 1 DOC 03/02/2018 T Implemented DOC GP003

ECN-0000000 0 Change 2 DOC Implemented DOC GPDD3 Davenport, Shawn L

ECN-00046 0 Revise CCA Assembly HRD . H Pending • HARDWARE 10042 Geringer, Alan Q

evsion change or subassembly V Implemented erkowitz, Joan

ECN-00048 0 Revise CCA Assembly HRD H Q Approved HARDWARE 10042 Geringer, Alan 0

ECN-00049 0 Rev top assembly REV L 03/02/2001 C Implemented DOC 10028 Abusaid, Samir P

ECN-00050 0 Add a part to a BOM SFT M 03/02/2001 T In-Approval SOFTWARE 10016 Biggs, Sidney K

ECNOOOOOOO( 0 Cabinet Assembly HRD H 04/04/2018 T Implemented =============================================================D= a=,e= n=po=rt=•=Sh=a=w=n=L=======J "' HARDWARE GPDD3

►

!.m.�� Al!R.!..Q.:!.l!i. General NQtes Technical Notes Implementation NQtes Ill1 ll.o..c..!J..m. f.C....!mp�g_s_ User-Defined Info

aClick this button to toggle between Table view and Form view.

The name of the button changes as you switch views. a The record selection checkbox is on the left side of the screen.

Click this area of the screen to select all the rows in the table.

aThe field names in Table view sometimes differ from the names in

Form view. Sometimes names may be changed for space reasons. II The columns in Table View display in the tab order of the Form

View screen.

Group boxes that contain options in Table View display as dropdown lists in Form View

Options VoucherType Report Format line Notes Vendor labor Account Names 1st sort* 1s1sort

Page8reak

Select Voucher Type

@AP O PO

Show Details

Line Notes

0 Travel 0 PR

Vendor Labor

Form View

0 TE 0 TA

Account Names

,1-• Summary•I

PO

Travel PR

TE

_TA _ _

I I IVendorName • I rJ I

Table View



Query and Lookup Functions

� Domains The domains that display in the left navigation pane are determined by product licensing.

� Query Function

Allows you to search for single or multiple existing records on the tables used by a particular screen. You can perform basic and ad

vanced searches using the Find, Query, Sort, or Saved Queries tabs on the Query dialog box. Query is available on maintenance screens.

(leave blank for no restncbons)

r Export to Shop Floo, Time

lbeginswrth•

lbeginswrth• I PdStartJng

I PdEnchng

..... --------0--------.

Count Save Query Reset

- Close

Save Query Reset

Llnt.t2.Qcg�

1. Query Button - Click this button to display the Query dialog box. You can also click the dropdown arrow on this button to quickly access any existing saved queries.

2. Find Tab - Use this tab to retrieve records using specific fields on the Search Criteria group box. If you use the Find tab, your search is limited only to the available search

fields.

3. Query Tab - Use the tab to create custom criteria used by the search process. You must enter the following information for each Query condition:

Field - The field that you want Relation - This is the logical operator for the Value - This is the field data (or part Combine Method - This is the method

to use in the search parameter. condition statement (for example, Contains, of the data) that you want to use in of multiple condition statements. You

Begins With, Is Greater Than, and so on). the search parameter. can select either AND or OR in this field.

4. Sort Tab - Use this tab to define how to display the results of your search. You can select the fields used to sort the records and the sorting order of the search results.

The sorting parameters listed in this tab is used when you run the search process on the Find or Query tab.

5. Saved Queries Tab - Use this tab to view or run previously saved queries for the screen. You can also clone and delete existing saved queries.

6. Standard Buttons - The Find, Query, and Sort tabs contain the following buttons:

Count - Click this button to display the number of Save Query - Click this button to save the Reset - Click this button to reset the fields

records that will be returned by the search details of your current search. This will add your on the tab.

process. search to the list on the Saved Queries tab.



Query and Lookup Functions

� Lookup Function

'i7

Use the Lookup function to select from a list of values that are valid in particular fields. This is useful when you are unsure of the exact value needed to complete a field. To access this feature, click the Lookup icons (either on the global toolbar or in the selected field) o after you click in a field that has the Lookup function, press F10.

1:1rnmaa ea CJ u1 A * CT] Browse App11cat1ons > Accounting > General Leelger > Accounts > Manage Accounts

➔ Account New Copy • Delete I 1 of 1 New I I Table Query • ■ D X

Account•

Basic Information

t!,I Detail

O Project Required

� Active

Project Manufacturing Information

Name*

Account Entry Grp

,me o ec 10n ccoun ype

Financial Statement Line

Level

ALL

Fiscal Year/Period Information

(Leave blank for no restrictions)

FY Starting

FY Ending

I Pd Starting

I Pd Ending

Account Entry Group Description

ALL Account entry in all screens TC Account Type Description

AP-UK AP Test

INV

JE PAJ

PO PR SUBS TS

ITSPR

Inventory entry Accounts only

Journal entry Accounts only

Allocation Journal Only

Purchasing

Payroll entry accounts only

Subs As Labor - AJP and Timesh

Ttmesheet entry accounts only

Employee Leave Accounts

-,,_ Cancel

EXPENSE

0- LA-BOR

LEAVE

Expense

LABOR LEAVE

.l..in..!Ll2...g�

Cancel

Click the Lookup icon to launch the Lookup dialog box for the selected field. This icon is available on the global

tool bar and in each field with the Lookup function.

2. Fields with Lookup

The Lookup function is available on all fields that have a thick blue bar on the right side. If you move the pointer

over the blue bar or if you click in the field, this line changes to a Lookup icon.

3. Autocomplete Feature

Each field with the Lookup function also has the AutoComplete feature. A list instantly displays up to 10 re

sults that begin with the characters that you enter. The list changes as you enter more characters. From the

list, you can select the specific value that you want to use in the field. If there are more than 10 AutoComplete

results, you can click more values ... to view the complete list.

4. Lookup Dialog Box

The Lookup dialog box displays the values that are available for entry into a specific screen field. When you

highlight a value in Lookup and click Select, the value is transferred to the field from which you launched Lookup.

5. Query Button

Click this button to open the Query dialog box. This function allows you to filter the Lookup results and narrow

down your search by using Query features (Find, Query, Sort, and Saved Queries).



Setting Up Printers

1ri] Print Options

The Print Options dialog box provides you with various options for printing reports, documents, or data. You can create a

hard copy via a system or local printer, save as a file, archive, or email the report or document.

Print Options X -------------0------------------------.... I Parameter ID [ Description [ I

ftelivery Options V_J System Printer O Print to File � Download I !Document Locale

O_ocale [As Generated

I Queueing 0 Em,;1 0 A,ct,;,,, 0 Local Priote, s,,m;, Batch '"''i1 I 1;��15 Pages I

• I (Enter page numbers and ranges 0

1. Identification

� ---- ----

Syste nnter File O t1ons Email Archive

Printe,U

Printer u

Printer Type

[Microsoft XPS Document Writer

Advanced Options (Postscript) Resolution

Scale

Paper Source

Print on Both Sides

Use this group box to create a new, or retrieve a previously saved,

parameter ID. After you have saved a parameter ID and its related

parameters, you can retrieve them using Query.

2. Delivery Options

Use this group box to select how you want your report presented.

System Printer, Print to File, Download, Email, Archive and Local

Printer.

3. Queueing

Select the Submit Batch Job checkbox to submit your report as a

batch job to the process server. This checkbox is unavailable

when you select Download or Local Printer as your delivery option.

4. Document Locale

Use the Locale dropdown list box to select your report locale.

The locale determines how report data is formatted in terms of

language, numbers, and date/time preferences.

Use this group box to specify the range of pages in the report you

want to print.

� Print Cover Page separated by comma(s). e.g.:1,4,10-15)

Name [Default PDF Writer

Location

Color Printing

Number of Copies

Collate

Cancel

6. System Printer Tab

If you selected the System Printer delivery option, use this tab to

select the network printer to use and other options.

7. File Options Tab

If you selected the Printto File, Download, or Email delivery options, use this tab to select the format of the file to create and other options. You can save your report as an Excel, PDF, Word, or PowerPointfile.

8. Email Tab

If you selected the Email delivery option, use this tab to specify

options for sending your report as an email. Use the File Options

tab to select the format of the file and provide a file name.

9. Archive Tab

If you selected the Archive delivery option, use this tab to specify

options for your report for later viewing. To print an archived

report, use the Print Archived Report screen.

10. OK and Cancel Buttons

Click OK to save your preferences and exit the Print Options dialog

box. Click Cancel to exit the Print Options dialog box without

sa�ng your changes.



Show and Hide Screen Controls

� Show /Hide Screen Controls

Through the use of Show/Hide Screen Controls you can configure the Costpoint screen:

0 Right-click and select Show/Hide Screen Controls.

ft * � Browse App11ca11ons > ProJecls > ProJecl Setup > Project Master > Manage ProJect user Flow ➔ ldentific.,tion New COC>J • � lol!New T- ClJcJ}' T ■ 0 X

Bas.ic!nto Oetals

ProiectClass1focat>on ProjectType ExportProiec,* ,Nooe �B��bieProJect 0Aw1YCost ofMoneyRates

Name•

AllowEdrt D

D

D

CMf{ling

�ActNe QA1owCharg1ng AllowEd1t

QwrwngOrg

AccountGroup 0 Delau"toOwmngOrgam�non QPro,ectWorkForceRequ,red QUseTopLevelWorkForce

r-----------,.,.,..,SalaryCap

Organ,zatoons WhtchOrgsCanChargeSpecificAccts

AllowEdi1 1□

D

I D Export to Shop Floor TimE Load oe·aults

CobraProtect CobraMapp,rig\lalue

QE,q,orttoShopFloorfone alaryCapCode

QExpo<ttoManutactuMgExecut10n Lo&dDefaullS Q Expo,tProiect WO<k Force to Talent �Screen Controls NWam,ngs 'Nilh Modificaboos Changes

D Export to Manufacturing E Show/Hide Screen Controls

D Export Project Work Forcb-.v-.a,em--

� Ru..l.u.lll: E'll,,LllilUnfll lld.Rm.fu c.Qlil .Il2lAl...t.Iil � .l!.lrnl...C.lt .llli...ll.u..u f.m� � � .IIJw1..£..n... M.u.l.L2w1 � llll.i.Uu.ll.ll l!w.dllii.D..I. f19i..LUl11 QigJ:iil1Q!Y .tl.rlW f191..LailllWI. �g..Linl!.J. a.c.B.M

A The user will then have the ability to hide DataV Field and UI Controls.

Show/Hide Screen Controls

@ Data Fields 0 UI Controls

X

--------------------- - - - --

Co I um n Title Always Hide

Project* (Input Text) D

Project Name* (Input Text) □

Level (Input Text) D

Project Classification (Input Text) D

Project Class Allow Edit (Combo Box) □

Project Type (Check Box) D

Project Type Allow Edit (Input Text) □

Export Project Classification* (Check Box) □

Billable Project (Combo Box) D

Apply COM Rates (Check Box) D

Apply COM Allow Edit (Check Box) □

Active (Check Box) D

Allow Charging (Check Box) D

Note: To make changes permanent please save Application Layout after clicking Apply

- Close

A In the upper right hand corner, click on the silhouette andW save your Application Layout Changes.

.1. - ------------------- - --

X 1014 ,

Company Name: Applied Technologies Inc System: CPDEV

Valida ion Frequency Field

Application Preferences - --- ---

Manage Projecr User Flow

Application Layou Changes

Dara Emry

Global Toolbar Icon Options

Auto Positioning On

Save Reset

Edit Reset

Auio ?os o g resizes spplics ons to fully utJ e screen spsce. J

Manage User Profiles

A Close all applications to access User Profiles.

View Applica ions Close Applica ions Cancel

Manage "My Mentl' in "Con�,gure User Preferences·

@ Note: You can always come back and unhide something if you need it in the future. -:::-



My Menu

� MyMenu

The My Menu feature allows each user to establish a quick access list of the applications they use frequently.

0 On the upper left of the screen, click the star, and in the

lower right, select the Manage My Menu.

llt.lY..6� !�an"9"()p,,nBillingDeta� t.1an"9"P"'J"C1Laborttistory Pnnt PrOject Ledger Deta� Repo<1 \fle,.vPlo,edLedge<ActM!y -,�

-- -. D

D ---- -�

o-... -

.--�.------CobraMapptngV..llle

D

AccoumGrO<i!> �-

OrganizallOOS Wh>chOrgsCanCMfgeSpecdicAccts

QExport10SllopFloorl1me QExpontoManufach>,ngExecu�on QExi,ortl'ro,edWOtl<F0<cetoTalent

AllowEdit

Al<:MEd,t

D D D

Owr.ngOrg

Defa<JtlOOwnang0<9an,z�

QProjectWorkForceRequ,red QUseT0pLevelWOtl<Force QAw,Sa!aryGap

Sata,yC3pCode ACRNOprlon•

ACRN Wam,ngs W,tt, Mod,fica,IH)ns Cllanges

D

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� • m Browse Applications > F=

- --- --------- - - --,

My Menu

l:IMY.

Manage Open Billing Detail

Manage Project Labor History

Print Project Ledger Detail Report

View Project Ledger Activity

o· Man�g� My Menu

A On the left you will see the My Menu Application List and on the right, My Menu.V From the Application List, select the items you would like to add.

... ... . . .. •· .

"i-1 Application Name Domain Module

Ja 7 Sequence line Type* My Menu Title* Application Application Name

ADMCHGTREE Charge Trees Time & Expense AD Confi .......

ADM DESKTOP MyOesktop Time & Expense AD Confi . ➔I I Application • I Charge Trees IADMCHGTREE !Charge Trees

ADMEMAILTEXT E-mail Text Time & Expense AD Confi ➔I Application . MyDesktop ADM DESKTOP MyDesktop

ADMEMPLGRP Resource Groups Time & Expense AD Confi ➔I Application . E-mail Text ADMEMAILTEXT E-mail Text

ADMEMPLINFO Resource Information Time & Expense AD Confi ➔I Application . Resource Groups ADMEMPLGRP Resource Groups

ADMEMPLPREF Profile Time & Expense AD Confi ➔I Application . Resource Information ADMEMPLINFO Resource Information

I ADMFUNCTIONALROLE(Functional Roles jTime & Expense IAD lconfi ➔I Application . Profile ADM EM PL PREF Profile

➔I Application . Functional Roles ADM FUNCTIONAL ROLE Functional Roles ADMGENCONFIG General Settings Time & Expense AD Confi .,

I ◄ .

◄ . ► ►

�[email protected]

My Menu

D Projects

D PeoP-le

D Procurement

D Accounting

D Administration

D Re,P-orting and Analytics

@Note: You can also collapse My Menu sections for easier navigation.--::-

II



Shortcut Icons

� Shortcut Icons

With the majority of employees having limited in-system time, the icon might be the best approach for those employees.

Phone and Tablet: Add the app and get the icon

Laptop and Desktop: Create your own Desktop Shortcut

0 Right-click on your screen and select New Shortcut.

Paste shortcut

Graphics Properties ...

Graphics Options

DisplayPort T apology

Microsoft Access Database

Microsoft Word Document

Microsoft PowerPoint Presentation

Microsoft Publisher Document

Text.Document

Microsoft Excel Worksheet

Compressed (zipped) Folder

.I

A Right-click on the Icon and select Properties.W Then change the Icon to the one of your choice.

CPDEV Ti=httt 2 Pr

General Web Document

CPDEV T'imesheet 2

Shortcut key: None

Visits: Unknown

A Copy the URL from your Costpoint login screen intoV the location.

What item would you like to create a shortcut for?

This wizard helps you to create shortcuts to local or network programs, files, folders, computt:rs, or Internet addresses.

Type the location of the item:

http://cpdev.deltekdemo.com/cpweb/cploginform.htm?1508439196{ I Browsl'! ...

Click Next to continue.

� Note: Add the &app = to the location.

Olange Icon ...



Data Entry

JA Data Entry

◄

There are almost 30 columns in the Accounts Payable Voucher entry screen. Most people don't need all of those columns. Costpoint allows you to hide/display columns so you can access to information you need. You can also arrange the columns in the order that makes sense for your

users. This feature is user specific.

Voucher

Vendor•

Invoice

Number

Olscount

Percent

V1043

Account Descriptions

AIP GREEN-Pl

Total Tax

Tot Before Disc

350.00

302 Fiscal Year• 2020

Show/Hide Screen Controls Arrange Table Columns

@ Data Fields 0 Ul Controls lockedcolumns[TI locked columns maximum width%�

Column Title Always Hide

Voucher (Input Text) D search COiumns

Fiscal Year• (lnput Text) D I ■ Column Title Col Width (pixels) Order II I Order

Period• (Input Text) D D Voucher 73

Subperiod * (Input Text) D D Fiscal Year• 59

Vendor* (Input Text) D THIRD-O D Penod* 49 Vendor Name (Input Text) D st D Subpenoo• 24 Vendor Location (Input Text) D

Terms (Input Text) D Before bi D Vendor• 64

Approved (Input Text) D D Vendor Name 169

Template (Check Box) D D Vendorlocat1on 97

Invoice (Check Box) D D Terms 57

Invoice Date (Input Text) D D Approved 60

Invoice Amount• (Input Text) D D Template 58 .

Note To make changes pef1llanen1 please save Application Layout after c�ckmg App!y Note: To make changes permanent please save Application Layout after clicking Apply

-- Close

0 Show/Hide Screen Controls 1s available in the data entry area. Hide unneeded columns.

A Then arrange your columns in the order that makes theV most sense for you.

A Previously hidden columns can be added to the screen ifW you need them in the future.

• •

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Copy to Excel

(� Copy to Excel

Using the Export to Excel function within Costpoint allows a user to Copy any screen that can be viewed in a Table View format and paste it into Excel.

This functionality then allows users to Sort and Filter the raw data in Excel, rather than printing a report from Costpoint.

Fr..E UNS OPno,,.'S PROCESS H...qjl

ema ca B'lll!I um fi!m!I fllml!llallD * (Il Browse Appl1cahons > P101ocls ,. P10)ocl Buclgot,ng > Buclool/EAC Procoss1n9 > ProJect 81.1<1gt11 I EACs

Proftc::t Dttalls Pro1ect 10 Pro1ect Name Conuact Number Customer Name

Bvdget Ottells Type Status

Closed Period

Approved o,ue Mod1f1ed Date Created Date

10215.01

Base Rec Cntr Design 2020

0epaflment of Army

EAC Working 06130/2018

08/23/2018 07/28/2018

Version

Create BUD

S1ar1 Date

End Date Approved By Modified By Created By

CrealeEAC

Manager Klem, Katina

Level Details Rev(=) 81ll(Up) Contract Start Date 03101/2018

Contract End Dale 02129/2020

e Complete 03/0112018 0212912020

X1014 X1014

MODIFY I

Approved Pe11ods Esca1a11on

Ii Export to Excel T

Funded Cost Funded Fee Funded Rev

D1strrbuted Rev 24 Budget Rev 3 00% Cost Type

Proiect Type Source Type Source ve,s,on

DIRECT GOVPROOUCT EAC

3,000,000 00 3,000,000 00

0 00 3,000.000 00

0 00

2,854 1 2 1 27

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1060 10SS 11S7 1057 II .. 1169

1 209 1168

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CNing Joe CNvez Peier Fox Geoti,a Hardt. Gt«p, J.l.rvls.KMJ .lotlH.Be�

LaCrooc.P� Monk1/.tlurs Plamondon. Larry Satn:$on.EI, Stxton. TN

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New Copy • Delete Query • -□x

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HETSYS HETSYS NETSYS ENGCIV HETSYS NETSYS flETSYS NETSYS NETSYS

NETSYS

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2.S7360 2228 80

92200 2.386 00

m• moo m• �60 moo 0000 0000 0000 0000 4000

10000 10500 1 5000 100 00 6000 5000 ,soo 4000

0000 0000 moo

10000 10500 1 5000 10000 0000 5000 ,soo moo

000 2.38380 000 , ,:!) 3,40080 000 228880 000 1.38080 000 1.1564() 000 3S380 000 92200

1 0560 10080 10S60 7680 12000 uoo moo �oo aoo moo

1 02 00 1 26 00 132 00 1 26 00 100 00 1 0560 768() 14960 10880 1 0560 10080 6160 5880 5280 so,o 1 760 16 80 4.400 3200

10SSO 10080 10SOO

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rooo ,ooo

10000 10500 1 5000 10000 6000 5000 1'00 4000

0000 ,ooo

10000 10500 15000 100 00 6000 5000 1'00 4000

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10500 10500 15000 15000 10000 100.00 6000 60. 00 5000 sooo ISOO l!,.00

10500 10!.00 10!.00 15000 15000 15000 10000 100.00 100.00 sooo 6000 sooo sooo 5000 5000 1500 ,s. oo 1500

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10000 10000 10000 10SOO 1 0500 10500

15000 10000 6000 5000 1 500 4000

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aooo ao.oo 12000 12000 10000 100.00

10500 10!.00 15000 150 00 100.00 100.00 S0.00 6000 sooo 5000 1SOO IS.00

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� Note: The example here is from Budgeting and Planning functionality


costpoint fundamentals series

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