Deltek Costpoint Features
Accounting (29)
AP Automation
Based on 130 Deltek Costpoint reviews and verified by the G2 Product R&D team. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation
Based on 127 Deltek Costpoint reviews and verified by the G2 Product R&D team. Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail
Based on 134 Deltek Costpoint reviews and verified by the G2 Product R&D team. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
Budgeting / Forecasting
Based on 124 Deltek Costpoint reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Collections Automation
Based on 107 Deltek Costpoint reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections
Financial Statements
Based on 138 Deltek Costpoint reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization
Based on 129 Deltek Costpoint reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.
Journal Entries
Based on 136 Deltek Costpoint reviews and verified by the G2 Product R&D team. Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.
Monitor Cash Positions
Based on 113 Deltek Costpoint reviews and verified by the G2 Product R&D team. Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation
Based on 105 Deltek Costpoint reviews and verified by the G2 Product R&D team. Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing
Based on 118 Deltek Costpoint reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Recognition Rules
Based on 114 Deltek Costpoint reviews and verified by the G2 Product R&D team. Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations
Based on 112 Deltek Costpoint reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.
Tags / Dimensions
Based on 99 Deltek Costpoint reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.
Payment Batches
Based on 96 Deltek Costpoint reviews and verified by the G2 Product R&D team. Payments can be processed by batch without manual intervention
Payment Settlements
As reported in 91 Deltek Costpoint reviews. Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Based on 98 Deltek Costpoint reviews and verified by the G2 Product R&D team. Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units. 228 reviewers of Deltek Costpoint have provided feedback on this feature.
AP Automation
As reported in 209 Deltek Costpoint reviews. Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. 202 reviewers of Deltek Costpoint have provided feedback on this feature.
Journal Entries
Based on 217 Deltek Costpoint reviews. Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. This feature was mentioned in 183 Deltek Costpoint reviews.
Cash Management
As reported in 203 Deltek Costpoint reviews. Match payments and invoices and perform bank reconciliation in multiple currencies.
Project Accounting
Track accounting transactions, costs, and expenses by project or portofio of projects This feature was mentioned in 224 Deltek Costpoint reviews.
Fixed Assets
Manage information on fixed assets such as asset value and depreciation This feature was mentioned in 198 Deltek Costpoint reviews.
Payment Batches
Payments can be processed by batch without manual intervention This feature was mentioned in 174 Deltek Costpoint reviews.
Payments Scheduling
Ability to schedule payments at predefined dates and times This feature was mentioned in 173 Deltek Costpoint reviews.
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers This feature was mentioned in 172 Deltek Costpoint reviews.
Payment Methods
Based on 181 Deltek Costpoint reviews. Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Back Office (12)
Allocation
Based on 105 Deltek Costpoint reviews and verified by the G2 Product R&D team. Resources can be allocated and reallocated across multiple projects and portfolios.
Asset Register
Based on 95 Deltek Costpoint reviews and verified by the G2 Product R&D team. Create a list of all the assets owed by a company.
Maintenance
Based on 100 Deltek Costpoint reviews and verified by the G2 Product R&D team. Track maintenance operations for the products sold, such as calibration or preventive maintenance
Organization Management
Based on 106 Deltek Costpoint reviews and verified by the G2 Product R&D team. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Payroll
Based on 103 Deltek Costpoint reviews and verified by the G2 Product R&D team. Payroll module or integration to an external payroll provider which automates the recording of payroll
Portfolio Mix
Based on 82 Deltek Costpoint reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals.
Purchase Orders
Based on 110 Deltek Costpoint reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process
Requisition
Based on 105 Deltek Costpoint reviews and verified by the G2 Product R&D team. Define requisition rules for various types of procurement.
Shift Scheduling
Based on 82 Deltek Costpoint reviews and verified by the G2 Product R&D team. Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Sourcing
Based on 80 Deltek Costpoint reviews and verified by the G2 Product R&D team. Identify and assess suppliers for different products and services.
Status
Based on 82 Deltek Costpoint reviews and verified by the G2 Product R&D team. Monitor the status of multiple types of assets.
Time & Attendance Tracking
Based on 122 Deltek Costpoint reviews and verified by the G2 Product R&D team. Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Front Office (8)
ATP
Based on 81 Deltek Costpoint reviews and verified by the G2 Product R&D team. Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Contact & Account Management
Based on 96 Deltek Costpoint reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Field Service Dispatch
Based on 77 Deltek Costpoint reviews and verified by the G2 Product R&D team. Notifies field service workers of their upcoming assignments.
Product & Price List Management
Based on 79 Deltek Costpoint reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.
Promotions and Discounts
Based on 78 Deltek Costpoint reviews and verified by the G2 Product R&D team. Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Quote & Order Management
Based on 78 Deltek Costpoint reviews and verified by the G2 Product R&D team. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds
Based on 80 Deltek Costpoint reviews and verified by the G2 Product R&D team. Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Territory & Quota Management
Based on 70 Deltek Costpoint reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Integration (2)
Data Import and Export Tools
Based on 103 Deltek Costpoint reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 93 Deltek Costpoint reviews and verified by the G2 Product R&D team. 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.
Logistics (10)
Centralized Inventory Database
Based on 98 Deltek Costpoint reviews and verified by the G2 Product R&D team. Manage and track all inventory records across warehouses and retail locations through a single unified database.
In Transit
Based on 91 Deltek Costpoint reviews and verified by the G2 Product R&D team. Track products and raw materials shipped by suppliers, from origin to destination.
Inventory Forecasting
Based on 85 Deltek Costpoint reviews and verified by the G2 Product R&D team. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing
Based on 88 Deltek Costpoint reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Based on 88 Deltek Costpoint reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering
Based on 85 Deltek Costpoint reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods
Based on 81 Deltek Costpoint reviews and verified by the G2 Product R&D team. Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning
Based on 80 Deltek Costpoint reviews and verified by the G2 Product R&D team. Create schedules for picking activities based on inventory availability.
Receiving
Based on 93 Deltek Costpoint reviews and verified by the G2 Product R&D team. Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options
Based on 83 Deltek Costpoint reviews and verified by the G2 Product R&D team. Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Platform (6)
Customization
Based on 120 Deltek Costpoint reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Internationalization
Based on 97 Deltek Costpoint reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Output Document Generation
Based on 105 Deltek Costpoint reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Performance and Reliability
Based on 116 Deltek Costpoint reviews and verified by the G2 Product R&D team. 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.
User, Role, and Access Management
Based on 120 Deltek Costpoint reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability
Based on 111 Deltek Costpoint reviews and verified by the G2 Product R&D team. 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.
Production (11)
BOM
Based on 67 Deltek Costpoint reviews and verified by the G2 Product R&D team. Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects
Based on 72 Deltek Costpoint reviews and verified by the G2 Product R&D team. Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand
Based on 65 Deltek Costpoint reviews and verified by the G2 Product R&D team. Calculate demand by consolidating data from multiple sources.
Manage Resources
Based on 69 Deltek Costpoint reviews and verified by the G2 Product R&D team. Track resource availability for raw materials and production capacity.
MPS
Based on 61 Deltek Costpoint reviews and verified by the G2 Product R&D team. Create and implement master production plans for multiple production lines and locations.
MRP
Based on 66 Deltek Costpoint reviews and verified by the G2 Product R&D team. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans
Based on 61 Deltek Costpoint reviews and verified by the G2 Product R&D team. Generate production plans based on demand and resource availability.
Rework
Based on 60 Deltek Costpoint reviews and verified by the G2 Product R&D team. Identify rejected products and decide either they can be repaired or discarded.
Shop Floor
Based on 60 Deltek Costpoint reviews and verified by the G2 Product R&D team. Assign equipment and monitor shop floor activities during various production stages.
Waste
Based on 59 Deltek Costpoint reviews and verified by the G2 Product R&D team. Track production waste such as scrap, as well as returns that cannot be repaired.
WIP
Based on 65 Deltek Costpoint reviews and verified by the G2 Product R&D team. Track work in process (WIP) across multiple production lines and manufacturing locations.
Reporting & Analytics (3)
Custom Reporting
Based on 87 Deltek Costpoint reviews and verified by the G2 Product R&D team. 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
Dashboards
Based on 88 Deltek Costpoint reviews and verified by the G2 Product R&D team. 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
Integration
Based on 87 Deltek Costpoint reviews and verified by the G2 Product R&D team. Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Project Management (7)
Project Maps
Projects can be mapped out with milestones, due dates, deliverables and interdependencies. This feature was mentioned in 176 Deltek Costpoint reviews.
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. This feature was mentioned in 161 Deltek Costpoint reviews.
Project Budgeting
As reported in 173 Deltek Costpoint reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Workflow
Based on 178 Deltek Costpoint reviews. Automate task approvals processes and handoffs at project milestones.
Cost Tracking
Based on 190 Deltek Costpoint reviews. Track total cost associated with projects and then report actual versus planned budget.
Risk Analysis
As reported in 156 Deltek Costpoint reviews. Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.
Resource Management
Define and allocate human and material resources for different types of projects This feature was mentioned in 166 Deltek Costpoint reviews.
Sales & Marketing (5)
Customer Master
Based on 158 Deltek Costpoint reviews. Manages customer information including multiple ship-to and bill-to locations.
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. 148 reviewers of Deltek Costpoint have provided feedback on this feature.
Credit Limits
As reported in 142 Deltek Costpoint reviews. Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Manage various types of pricing and discounts associated with products, services, and customer types. 138 reviewers of Deltek Costpoint have provided feedback on this feature.
Proposals
Generate and manage proposals for project or portfolios of projects 140 reviewers of Deltek Costpoint have provided feedback on this feature.
HR (3)
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll. This feature was mentioned in 167 Deltek Costpoint reviews.
Workforce Management
As reported in 163 Deltek Costpoint reviews. Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
As reported in 209 Deltek Costpoint reviews. Track the time spent by employees performing various tasks related to production or inventory management.
Procurement (5)
Requisitions
As reported in 170 Deltek Costpoint reviews. Create and manage requisitions by project, portfolio, or business entity
Purchase Orders
As reported in 173 Deltek Costpoint reviews. Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
Subcontractor Management
Provides features to manage subcontractors for various types of tasks and projects 152 reviewers of Deltek Costpoint have provided feedback on this feature.
Project Procurement
As reported in 153 Deltek Costpoint reviews. Calculate procurement costs by project, portfolio, or type of projects
Supplier Management
Based on 142 Deltek Costpoint reviews. Manage relationships with suppliers and track their performance
Content Management (6)
Document Management
Provides a single repository for all documents and options to create and manage files This feature was mentioned in 145 Deltek Costpoint reviews.
Collaboration
Allows users to colalborate on documents and keep an audit trail of the changes 137 reviewers of Deltek Costpoint have provided feedback on this feature.
Taxonomy
As reported in 127 Deltek Costpoint reviews. Categorize content based on its purpose and define relationships with projects
Contract Creation
As reported in 135 Deltek Costpoint reviews. Deliver templates for multiple types of contracts, that can be used to generate new contracts
Subcontracts
Manage subcontracts and thei dependencies on projects and contracts 138 reviewers of Deltek Costpoint have provided feedback on this feature.
Costs
Identify and track costs and expenses by contract or by type of contract This feature was mentioned in 156 Deltek Costpoint reviews.
Analytics (3)
Earned Value
As reported in 129 Deltek Costpoint reviews. Track the earned value of projects to monitor performance and progress
Project Optimization
Identify project issues and provide corrective actions to improve performance 133 reviewers of Deltek Costpoint have provided feedback on this feature.
ROI and Forecasting
Measure return on investment and leverage data to predict profitability of future projects. 128 reviewers of Deltek Costpoint have provided feedback on this feature.
Generative AI (4)
AI Text Generation
Based on 46 Deltek Costpoint reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 45 Deltek Costpoint reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 80 Deltek Costpoint reviews.
AI Text Summarization
As reported in 78 Deltek Costpoint reviews. Condenses long documents or text into a brief summary.
Agentic AI - ERP Systems (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project-Based ERP (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 29 reviewers of Deltek Costpoint have provided feedback on this feature.
Decision Making
Makes informed choices based on available data and objectives 30 reviewers of Deltek Costpoint have provided feedback on this feature.
Financial Management - Government ERP (3)
Budget Planning & Allocation
Captures requirements for allocating and monitoring budgets across departments.
Grants & Fund Management
Defines how external funds, grants, and donor programs are tracked.
AI-Driven Fraud Detection
Captures requirements for AI-based risk scoring and fraud monitoring.
Procurement - Government ERP (3)
eProcurement Workflow Automation
Maps out requisition-to-payment processes.
Vendor Performance Scoring
Defines KPIs for vendor scoring and risk assessment.
AI-Powered Tender Analysis
Requirements for using AI to evaluate bids and detect anomalies.
Human Resources - Government ERP (2)
Workforce Planning
Helps plan recruitment, staffing, and training.
Payroll & Compliance
Defines payroll logic and compliance needs.
Citizen Services - Government ERP (3)
Case Management
Captures how cases are logged, escalated, and resolved.
Public Service Portals
Defines requirements for public digital-first experiences.
AI-Chatbot for Citizen Support
Captures needs for automated citizen communication.
Asset Management - Government ERP (2)
Asset Tracking
Defines lifecycle tracking for public assets.
Maintenance Scheduling
Helps implement preventive asset management.
Compliance & Audit - Government ERP (2)
Internal Audit Trail
Requirements for tracking user activity.
Regulatory Reporting
Captures compliance rules and reporting formats.
Data & Analytics - Government ERP (2)
Performance Dashboards
Defines analytical reporting and dashboard needs.
Open Data Export
Requirements for public-facing transparency datasets.
AI Capabilities - Government ERP (4)
AI Predictive Insights
AI-powered forecasting for data-driven governance.
AI-Based Risk Scoring
AI tool that analyzes risk based on user activity and patterns.
AI Predictive Maintenance
AI tool for forecasting equipment maintenance.
AI-Based Talent Matching
AI feature to analyze resumes, skills, and match them to positions.
Technology Glossary Features
View definitions of the features and discover new technology terms.
Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.
Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.
A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits.
Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more.
A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions.






