Deltek Costpoint Features

Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Create and revise an unlimited number of budget, plan and forecast scenarios.

The system automates the dunning process to help drive collections

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.

Ability to track cash positions across all accounts, banks, business units, and countries

Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Automate recognition of revenue and expenses by defining recognition templates.

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.

Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Automate processes to manage leads, contacts, opportunities and sales activities

Automate workflows and trigger campaigns based on customer actions

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Track accounting transactions, costs, and expenses by project or portofio of projects

Manage information on fixed assets such as asset value and depreciation

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Track and manage inventory levels to maintain proper supply

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Create, manage and track all task activities and progression

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Resources can be allocated and reallocated across multiple projects and portfolios.

Create a list of all the assets owed by a company.

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Payroll module or integration to an external payroll provider which automates the recording of payroll

Create the optimal mix of portfolios to achieve operational and financial goals.

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Define requisition rules for various types of procurement.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Track and manage inventory levels to maintain proper supply

Allow customers/users to submit support queries and service requests

Track and manage schedules and meetings via an integrated calendar

Plan, manage, and track the financial activities of an individual or organization

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Track and manage employee time-off, vacation, and sick leave requests

Track employee/learner's progression through training programs

Track employee schedules, availability, and performance across projects and tasks

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage the planning and execution of supply chain activities

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage adherence to policies for any service, product, process, or supplier

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and track operations and inventory within warehouses

Helps users manage the maintenance of assets; offers reporting to identify areas for improvement

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Plan and coordinate all the resources, costs and time needed to execute assignments

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Notifies field service workers of their upcoming assignments.

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Automates core HR functions such as talent management, employee evaluation and learning management

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Tools to facilitate the production of information and promote efficiency

Receive data and information in real time

Provides a channel for team members to share media files, communicate, and work together

Analyze survey results via statistical testing or crosstabs directly within the software

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Track products and raw materials shipped by suppliers, from origin to destination.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability.

Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Supports the effective planning of manufacturing production based on materials, labor, and machinery.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Access software remotely via mobile devices

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources.

Track resource availability for raw materials and production capacity.

Create and implement master production plans for multiple production lines and locations.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded.

Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Associate a budget with a project and allocate it accordingly by task or resource.

Automate task approvals processes and handoffs at project milestones.

Track total cost associated with projects and then report actual versus planned budget.

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

Define and allocate human and material resources for different types of projects

Log and record hours worked and costs spent to assist in billing and invoicing

Ability to handle several projects simultaneously

Route documents and other data through one or more stakeholders for review and approval

Manages customer information including multiple ship-to and bill-to locations.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with products, services, and customer types.

Generate and manage proposals for project or portfolios of projects

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Manage personnel availability and allocate human resources to production and inventory operations.

Track the time spent by employees performing various tasks related to production or inventory management.

Create and manage requisitions by project, portfolio, or business entity

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Provides features to manage subcontractors for various types of tasks and projects

Calculate procurement costs by project, portfolio, or type of projects

Manage relationships with suppliers and track their performance

Create, send, and track purchase orders and their statuses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Provides a single repository for all documents and options to create and manage files

Allows users to colalborate on documents and keep an audit trail of the changes

Categorize content based on its purpose and define relationships with projects

Deliver templates for multiple types of contracts, that can be used to generate new contracts

Manage subcontracts and thei dependencies on projects and contracts

Identify and track costs and expenses by contract or by type of contract

Organize and manage all processes/procedures involved in purchasing goods and/or services

Track the earned value of projects to monitor performance and progress

Identify project issues and provide corrective actions to improve performance

Measure return on investment and leverage data to predict profitability of future projects.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Captures requirements for allocating and monitoring budgets across departments.

Defines how external funds, grants, and donor programs are tracked.

Captures requirements for AI-based risk scoring and fraud monitoring.

Maps out requisition-to-payment processes.

Defines KPIs for vendor scoring and risk assessment.

Requirements for using AI to evaluate bids and detect anomalies.

Helps plan recruitment, staffing, and training.

Defines payroll logic and compliance needs.

Captures how cases are logged, escalated, and resolved.

Defines requirements for public digital-first experiences.

Captures needs for automated citizen communication.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Creating, assign, and track jobs and/or tasks for work orders

Track employee schedules, availability, and performance across projects and tasks

Track and manage inventory levels to maintain proper supply

Create, manage and track all task activities and progression

Track and manage schedules and meetings via an integrated calendar

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Plan, manage, and track the financial activities of an individual or organization

Manage, store and organize emails within the system or via third-party apps

Ability to record, store, update, and retrieve information

Track, store, and access client contracts or licenses

Plan and coordinate all the resources, costs and time needed to execute assignments

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Store, manage, and track all electronic documents in a centralized location

Defines lifecycle tracking for public assets.

Helps implement preventive asset management.

Track and document all activities across devices, networks, and other systems

Requirements for tracking user activity.

Captures compliance rules and reporting formats.

Defines analytical reporting and dashboard needs.

Requirements for public-facing transparency datasets.

AI-powered forecasting for data-driven governance.

AI tool that analyzes risk based on user activity and patterns.

AI tool for forecasting equipment maintenance.

AI feature to analyze resumes, skills, and match them to positions.

Use AI to generate content in the form of text, images, videos, etc.

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Provides a channel for team members to share media files, communicate, and work together

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Public or private sharing of digital files such as documents, audio/video, images, and more

Import and export data to and from software applications

Access software remotely via mobile devices

The process of estimating and tracking the expenses incurred for a specific project

Manage and handle various international currencies

View and track pertinent metrics to find patterns and gain insights from data

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Generate quotes or estimates for customers

Create, manage, and send invoices or bills to customers

Access to a library of manufacturing parts, models, and specs

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, manage, and send invoices or bills to customers

Accept and process customer payments for products or services using hardware and software

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Add customized logos and colors to align with company branding

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.)

Manage and support multiple locations

Material list of manufacturing parts and associated costs

View and track pertinent metrics to find patterns and gain insights from data

Alter the layout and content of reports

Interact with data visualization elements, such as charts and graphs, to drill down into data

Technological processes and strategies used for collecting, managing, and analyzing organizational data

Determining value of properties/purchases to calculate tax

Create, manage, and send invoices or bills to customers

Issuance of valid permits to initiate projects or tasks

Ensure all properties are adhering to government and legal codes

Observe and track the demand, usage, progress or quality of a system, product, or user

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Receive system updates as soon as any changes are made

Graphical representation of data

Provides a channel for team members to share media files, communicate, and work together

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Define levels of authorization for access to specific files or systems

Assemble applications and processes by dragging over and arranging pre-built components

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Create budgets based on historical data and future projections

Intended to be used by governmental agencies

Set up connections to third-party platforms to improve business processes

Centralized accounting record which tracks all financial transactions

Application programming interface that allows for integration with other systems/databases

Streamlining repetitive tasks and activities through automated and predefined workflows