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)
  • 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)
  • Supervisor
    • Approve Expense Reports (My Desktop/Home Dashboard/Manage/Approve search)