[
Deltek ... Reviews
](https://www.g2.com/products/deltek-costpoint/reviews)

[
Deltek ... Reviews
](https://www.g2.com/products/deltek-costpoint/reviews)

# Deltek Costpoint Features

##### 
## Accounting (38)

AP Automation

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

AR Automation

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

Audit Trail

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

Budgeting / Forecasting

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

Collections Automation

The system automates the dunning process to help drive collections

Financial Statements

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

Invoice Customization

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

Journal Entries

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

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

Multi-Entity / Consolidation

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

Payment Processing

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

Recognition Rules

Automate recognition of revenue and expenses by defining recognition templates.

Reconciliations

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

Tags / Dimensions

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

Payments can be processed by batch without manual intervention

Payment Settlements

Clearing of electronic payments to transfer funds from customers to suppliers

Payment Methods

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

Business Process Automation

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

Sales Automation

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

Marketing Automation

Automate workflows and trigger campaigns based on customer actions

Chart of Accounts

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

AP Automation

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.

Journal Entries

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.

Cash Management

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

Fixed Assets

Manage information on fixed assets such as asset value and depreciation

Payment Batches

Payments can be processed by batch without manual intervention

Payments Scheduling

Ability to schedule payments at predefined dates and times

Payment Settlements

Clearing of electronic payments to transfer funds from customers to suppliers

Payment Methods

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

Inventory Management

Track and manage inventory levels to maintain proper supply

Change Order Management

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

Task Management

Create, manage and track all task activities and progression

Budget Management

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

Project Planning/Scheduling

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

Resource Scheduling

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

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##### 
## Back Office (34)

Allocation

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

Asset Register

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

Maintenance

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

Organization Management

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

Payroll

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

Portfolio Mix

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

Purchase Orders

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

Requisition

Define requisition rules for various types of procurement.

Shift Scheduling

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

Sourcing

Identify and assess suppliers for different products and services.

Status

Monitor the status of multiple types of assets.

Time & Attendance Tracking

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

Inventory Management

Track and manage inventory levels to maintain proper supply

Support Ticket Management

Allow customers/users to submit support queries and service requests

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Financial Management

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

Client Management

Manage contact details and communication with clients

Workflow Management

Create, design and manage workflows for repetitive tasks

Time Off Management

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

Training Management

Track employee/learner's progression through training programs

Employee Management

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

Vendor Management

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

Supply Chain Management

Manage the planning and execution of supply chain activities

Payroll Management

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

Compliance Management

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

Document Management

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

Communication Management

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

Warehouse Management

Manage and track operations and inventory within warehouses

Enterprise Asset Management

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

Sales Management

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

Project Management

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

Distribution Management

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

Marketing Management

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

Resource Scheduling

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

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##### 
## Front Office (12)

ATP

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

Contact & Account Management

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

Field Service Dispatch

Notifies field service workers of their upcoming assignments.﻿

Product & Price List Management

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

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

Quote & Order Management

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

Returns / Refunds

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

Territory & Quota Management

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

HR Management

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

Task Management

Create, manage and track all task activities and progression

Customizable Fields

Customize data fields to support various needs and use cases

Purchase Order Management

Create, send, and track purchase orders and their statuses

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##### 
## Integration (6)

Data Import and Export Tools

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

Integration APIs

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.

Productivity Tools

Tools to facilitate the production of information and promote efficiency

Real-Time Data

Receive data and information in real time

Collaboration Tools

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

Data Analysis Tools

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

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##### 
## Logistics (11)

Centralized Inventory Database

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

In Transit

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

Inventory Forecasting

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

Inventory Pricing and Costing

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

Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

Inventory Tracking / Ordering

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

Picking Methods

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

Picking Planning

Create schedules for picking activities based on inventory availability.

Receiving

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

Shipping Options

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

Manufacturing Planning

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

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##### 
## Platform (7)

Customization

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

Internationalization

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

Output Document Generation

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

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

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

Workflow Capability

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.

Mobile Access

Access software remotely via mobile devices

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##### 
## Production (11)

BOM

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

Defects

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

Identify Demand

Calculate demand by consolidating data from multiple sources.

Manage Resources

Track resource availability for raw materials and production capacity.

MPS

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

MRP

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

Production Plans

Generate production plans based on demand and resource availability.

Rework

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

Shop Floor

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

Waste

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

WIP

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

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##### 
## Reporting & Analytics (4)

Custom Reporting

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

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

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

Activity Dashboard

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

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##### 
## Project Management (10)

Project Maps

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

Baselining / KPIs

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

Project Budgeting

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

Workflow

Automate task approvals processes and handoffs at project milestones.

Cost Tracking

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

Risk Analysis

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

Time & Expense Tracking

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

Multiple Projects

Ability to handle several projects simultaneously

Approval Workflow

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

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##### 
## Sales & Marketing (5)

Customer Master

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.

Credit Limits

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.

Proposals

Generate and manage proposals for project or portfolios of projects

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##### 
## HR (3)

Payroll

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

Workforce Management

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

Time & Attendance

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

Show More

##### 
## Procurement (7)

Requisitions

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

Purchase Orders

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

Project Procurement

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

Supplier Management

Manage relationships with suppliers and track their performance

Purchase Order Management

Create, send, and track purchase orders and their statuses

Bid Management

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

Show More

##### 
## Content Management (7)

Document Management

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

Collaboration

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

Taxonomy

Categorize content based on its purpose and define relationships with projects

Contract Creation

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

Costs

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

Procurement Management

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

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##### 
## Analytics (3)

Earned Value

Track the earned value of projects to monitor performance and progress

Project Optimization

Identify project issues and provide corrective actions to improve performance

ROI and Forecasting

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

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##### 
## Generative AI (6)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

Show More

##### 
## Agentic AI - ERP Systems (1)

Decision Making

Makes informed choices based on available data and objectives

Show More

##### 
## Agentic AI - Project-Based ERP (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Decision Making

Makes informed choices based on available data and objectives

Show More

##### 
## 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.

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##### 
## 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.

Show More

##### 
## Human Resources - Government ERP (2)

Workforce Planning

Helps plan recruitment, staffing, and training.

Payroll & Compliance

Defines payroll logic and compliance needs.

Show More

##### 
## Citizen Services - Government ERP (19)

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.

Workflow Management

Create, design and manage workflows for repetitive tasks

Compliance Management

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

Audit Management

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

Work Order Management

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

Employee Management

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

Inventory Management

Track and manage inventory levels to maintain proper supply

Task Management

Create, manage and track all task activities and progression

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Inspection Management

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

Financial Management

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

Email Management

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

Records Management

Ability to record, store, update, and retrieve information

Contract/License Management

Track, store, and access client contracts or licenses

Project Management

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

Fixed Asset Management

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

Document Management

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

Show More

##### 
## Asset Management - Government ERP (3)

Asset Tracking

Defines lifecycle tracking for public assets.

Maintenance Scheduling

Helps implement preventive asset management.

Activity Tracking

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

Show More

##### 
## Compliance & Audit - Government ERP (2)

Internal Audit Trail

Requirements for tracking user activity.

Regulatory Reporting

Captures compliance rules and reporting formats.

Show More

##### 
## Data & Analytics - Government ERP (2)

Performance Dashboards

Defines analytical reporting and dashboard needs.

Open Data Export

Requirements for public-facing transparency datasets.

Show More

##### 
## AI Capabilities - Government ERP (5)

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.

Generative AI

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

Show More

##### 
## Additional Functionality (59)

Gantt/Timeline View

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

AI Copilot

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

Collaboration Tools

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

Revenue Recognition

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

File Sharing

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

Data Import/Export

Import and export data to and from software applications

Mobile Access

Access software remotely via mobile devices

Project Costing

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

Multi-Currency

Manage and handle various international currencies

Reporting/Analytics

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

Activity Dashboard

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

Quotes/Estimates

Generate quotes or estimates for customers

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Bill of Materials

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

Data Import/Export

Import and export data to and from software applications

Reminders

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

AI Copilot

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

Performance Metrics

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

Accounting

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Point of Sale (POS)

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

Quotes/Estimates

Generate quotes or estimates for customers

Customizable Templates

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

Reporting & Statistics

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

Customizable Branding

Add customized logos and colors to align with company branding

Drag & Drop

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

CRM

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

Integrated Business Operations

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

Multi-Location

Manage and support multiple locations

Bills of Material

Material list of manufacturing parts and associated costs

Reporting/Analytics

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

Customizable Reports

Alter the layout and content of reports

Visual Analytics

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

Business Intelligence

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

Taxation & Assessment

Determining value of properties/purchases to calculate tax

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Permit Issuance

Issuance of valid permits to initiate projects or tasks

Code Enforcement

Ensure all properties are adhering to government and legal codes

Monitoring

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

Performance Metrics

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

Real-Time Updates

Receive system updates as soon as any changes are made

Data Visualization

Graphical representation of data

Collaboration Tools

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

Reporting & Statistics

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

AI Copilot

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

Utility Billing

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

Customizable Fields

Customize data fields to support various needs and use cases

Customizable Forms

Customize contracts and forms to collect specific information

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Drag & Drop

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

Purchasing & Receiving

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

Budgeting/Forecasting

Create budgets based on historical data and future projections

For Government

Intended to be used by governmental agencies

Third-Party Integrations

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

General Ledger

Centralized accounting record which tracks all financial transactions

API

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

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Supplier Management](/glossary/supplier-management-definition)

Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.

[Audit Trail](/glossary/audit-trail)

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.

[Purchase Order](/glossary/purchase-orders)

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.

[Inventory Pricing](/glossary/inventory-pricing)

Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.

[Product Catalog](/glossary/product-catalog-definition)

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.

Deltek Costpoint Comparisons

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##### Categories on G2

[
ERP Systems
](https://www.g2.com/categories/erp-systems)[
Project-Based ERP
](https://www.g2.com/categories/project-based-erp)[
Government ERP
](https://www.g2.com/categories/government-erp)

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Which AR training simulator software has the best customer support and integrations?
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Which incident management system supports multi-channel alerts?
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What's the best event networking and matchmaking platform that helps sponsors engage directly with attendees before the event starts?
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Pros and Cons Details
](https://www.g2.com/products/deltek-costpoint/reviews?qs=pros-and-cons)