Costpoint Online Help

Welcome to Costpoint!

Costpoint 2025.2 with Advanced features offers a wide array of new features and functionality.

What's New

To learn more about the latest features, watch the What's New in Costpoint 2025.2 video.

Here are some of the highlights.

Area Feature Highlights
Accounting
  • 1099 correcting format
  • Cash receipt field updates
  • Vendor Smart Summary
  • Customer Smart Summary
Planning
  • Ability to see hours and total cost in subtask headers (Project Budgets)
  • Additional spread methods
  • Ability to focus on a single fiscal year when planning in Project Budgets
  • Calculation of pending revenue, costs, and burdens in Core Costpoint
  • Option to create first budget without pre-populating existing actuals
  • Support of alternate project for Planning Project Status Report
  • RECALC option in Project Budget/EAC Mass Utilities
CRM & Contracts
  • Vendor certification enhancement (CMMC tracking)
  • Contract required field settings
Projects
  • Year-end rollforward to multicurrency subtask
  • Subcontract Management: Invoice/voucher billing history tables and details viewed by Open or Closed items
  • Intercompany Work Order tables added for Import Project Master Data
  • Do Not Redistribute Revenue checkbox
  • Ability to keep or delete lower-level roles when added to a higher level
  • Duplicate Projects utility update
People
  • CYE/Regulatory updates
  • Employee Smart Summary
  • Employee offboarding
  • Salary history added to employee self-service
  • Improved audit functionality in processing applications
Materials
  • Prospective vendor email notifications
  • Supplier Portal: Limit user access by vendor address
  • Print signatures on purchase orders
  • Print original due date added to PO print settings
  • Allowing PO closing tasks on inactive projects
  • Deletion of tables for TIP
Time & Expense
  • Quick Entry Expense Authorizations
  • Quick Entry Expense Reports – Phase 3
    • Quick Entry Approval Mode
    • Quick Entry Overall Attachments
    • Choose different Quick Entry Expense Report Types
    • Quick Entry ICR capabilities
    • Quick Entry user-defined fields
  • Costpoint Multicurrency tables for T&E
  • Start/Stop Time calculation in minutes
  • Notification improvements
Business Intelligence
  • Upgrade to Cognos Analytics 12.0.4
  • Adding IBM Cognos samples to Team Content Menu
Admin/Platform
  • Ask Dela with Costpoint Help Integration
  • Updated Dela UI
  • Passkey experience enhancement
  • Support for oAuth authentication with Exchange Online
  • Environment tooltip added to Company field
  • System name in job messages

Prior Releases

2025.1

Enhancement Description
Deltek Learning Hub The Deltek Learning Hub is introduced in Costpoint 2025.1 as the new resource center. This is a comprehensive knowledge center that includes help articles, release notes, learning aids, forums, and more for Costpoint and other Deltek products.
1099 Updates for 2024 The Print/Create 1099s and Magnetic Media screen has been enhanced to adhere to the 2024 updates to forms 1099-MISC and 1099-NEC.
Help About Screen Update The Core License checkbox on the View Help About screen is now labeled as CP Essentials License, making your license type easier to identify in the Deltek Learning Hub.

8.2.15

Theme Feature Highlights
User Experience
  • Quick Entry Expense Report (Phase 2)
  • Charge line info card addition to Timesheet
  • ESS improvements
  • Planning Budget Entry improvements
Automation
  • Supplier Portal automatic user onboarding
  • Expansion of prospective vendor functionality
  • Streamlining contract creation
  • Subcontract Management preprocessor
Innovation
  • Customizable email templates
  • Dela enhancements
  • Teams app experience enhancement

Accessing the Online Help

You can access the online help from within the product by clicking Help > Help or pressing SHIFT+F1.

If you are using Costpoint on-premises or need to access the online help outside of the product, use this link to open the online help in the Deltek Learning Hub: Costpoint Advanced Online Help.