Deltek Costpoint 7.1.1 Quick Reference Guide
This document serves as a quick reference guide for users of Deltek Costpoint 7.1.1. It provides an overview of the views available in the system, including form and table views. The guide outlines the key functions and instructions for navigating and managing project records.
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How do I fill this out?
To fill out this form, first select the relevant project by checking the appropriate box. Next, define your search parameters using the Query function to retrieve specific records. Finally, click on New to create a new record or edit an existing one as necessary.
How to fill out the Deltek Costpoint 7.1.1 Quick Reference Guide?
1
Select the project from the list by checking the box.
2
Define the search parameters using the Query function.
3
Click on New to create a new record.
4
Edit existing records as needed.
5
Save your updates to finalize changes.
Who needs the Deltek Costpoint 7.1.1 Quick Reference Guide?
1
Project Managers who need to track project progress.
2
Financial Analysts requiring budget details.
3
Administrative staff for record-keeping purposes.
4
Contract Managers to manage contract details.
5
Clients needing to understand project scopes.
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Select the text field you want to edit.
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Make the necessary changes.
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Review your edits for accuracy.
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Save the updated document to your device.
What are the instructions for submitting this form?
To submit this form, please email the completed document to submissions@deltek.com or fax it to 1-800-555-0123. You can also upload it directly to our online submission portal via www.deltek.com/submit. If necessary, mail a physical copy to Deltek, Inc., 1234 Main St., Richmond, VA 23220.
What are the important dates for this form in 2024 and 2025?
Important dates for using this form include project review deadlines every quarter and annual contract renewals in December. Updates to project details should be collected by the end of each fiscal year. Users are advised to review submitted information biannually for accuracy.
What is the purpose of this form?
The purpose of this form is to facilitate efficient project management within Deltek Costpoint 7.1.1. It enables users to track essential project data, streamline the reporting process, and ensure compliance with project timelines. This form also aids in maintaining accurate financial records to support budgeting and forecasting efforts.
Tell me about this form and its components and fields line-by-line.
- 1. Project: The unique identifier for the project.
- 2. Start Date (POP): The date when the project officially begins.
- 3. End Date (POP): The projected completion date of the project.
- 4. Project Manager: The individual responsible for overseeing the project.
- 5. Contract Details: Information regarding the prime contract and subcontractors.
What happens if I fail to submit this form?
If the form is not submitted correctly, you may encounter delays in project processing. Failure to submit could result in incomplete record-keeping and possible financial discrepancies. It is crucial to ensure all required fields are accurately filled before submission.
- Delayed Project Timelines: Inaccurate or missing information can cause setbacks in project schedules.
- Financial Mismanagement: Errors in financial data can lead to budget overruns or compliance issues.
- Inadequate Record-Keeping: Failure to capture necessary data can hinder future project reference.
How do I know when to use this form?
- 1. New Project Initiation: To register and track new projects within the system.
- 2. Project Updates: To modify details for ongoing projects.
- 3. Financial Reporting: Essential for maintaining accurate budgets and forecasts.
- 4. Contract Management: To manage and update contract specifics.
- 5. Compliance Tracking: To ensure adherence to project deadlines and deliverables.
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