RSVP Now for Our Costpoint Time & Expense Webinar Trainings
July 29 – Admin Training | July 30 – User Training
Get the most out of your Deltek Costpoint Time & Expense investment with expert training for comprehensive management of your business’ time and expense operations.
Instructor: Ashley/Clare
Webinar Dates:
- 7/29 – Costpoint Time & Expense Admin Training
- 7/30 – Costpoint Time & Expense for Users
Times: 12 p.m. – 4 p.m. EST (4 hours each day)
Cost: $99/day/individual
Registration limit: *up to 50 people
Agenda:
DAY 1: Time & Expense Admin (4 hours – $99)
- Configuration screens
- Resource Groups (Supervisor -vs- Manager)
- Roles (Functional & Security)
- Creating User Accounts
- CP functionality/features (sorting/copying to Excel/rearrange columns)
- UI Profile Configuration
- Alternate File Locations
Break (15 minutes)
Time Admin
- Time Control screens
- Mobile Time (In/Out and Start/Stop not available)
- Daily Floor Check
- Manage Events
Expense Admin
- Expense Control Screens
- Mobile Expense – To be released in September timeframe
- Uploading Per Diem Files
Day 2 – Time & Expense For Users (4 Hours – $99)
Time Admin (1 hour 45 minutes)
- Timesheets
- Employee
- Supervisor
- Approve Timesheets (My Desktop/Home Dashboard/Manage/Approve
search) - Timesheet Status (Inquiry & Manage/Approve screen)
- Approve Timesheets (My Desktop/Home Dashboard/Manage/Approve
- Leave Request
- Employee
- Supervisor
- Approve pending leave requests
- Timesheet/charging Reports
Break (15 minutes)
Expense Functionality (2 hours)
- Expense Reports
- Employee
- Wizard -vs- classic interface (Wizard not available when in Manage/Approve)
- Employee
- Supervisor
- Approve Expense Reports (My Desktop/Home Dashboard/Manage/Approve search)