How to Setup Projects and Cost Pools in Costpoint to Effectively Manage Contacts [On-Demand Webinar]
Deltek Insight is an annual customer conference that brings together project-focused professionals from across the globe for education, inspiration and collaboration. Iuvo participated as a Megabyte Sponsor for 2021, offering Costpoint Consulting Services and held the following session.
CPSPON-03 How to setup Projects and Cost Pools in Costpoint to effectively manage contacts
Listen Now via on-demand recording (25:18)
OVERVIEW
This session will help you understand how to setup Projects, Cost Pools and Indirect Rates in Costpoint. Costpoint Projects can:
- Manage and track the financial progress of your projects
- Establish company-wide settings for your projects
- Setup projects and contract type definitions, work breakdown structures, and revenue calculation methods
- Creates and maintains information for project budgeting, cost pools, work force, and subcontractor agreements
- Compute and print billings
- Generate specific project reports for your financial obligations
SPEAKERS
Ed Muldrow, Partner
Tess Martin, Managed Services Director
Charlie Ferrer, Managed Services Consultant
KEY LEARNING OBJECTIVES
In this webinar we covered the following objectives:
- Managing the Project User Flow
- Designing Direct & Indirect Project Structures
- How to setup a Project in Costpoint
- How to setup Cost Pools and Indirect Rates in Costpoint
We hope that you find this webinar helpful and informative. If you have any additional questions please reach out, we’d love to chat further and assist your organization with:
- Setup Project User Flows
- Setup Cost Pools
- Create Reports & Dashboards
- System Checkup
- System Consulting & Training
Learn more about our Deltek Costpoint Consulting Services and Iuvo as a Deltek Partner.
About Iuvo
Iuvo Systems is the premier cost-effective accounting services firm. Iuvo offers services supporting your Quickbooks and Deltek applications including the Costpoint and VantagePoint family of products. Iuvo supports government contractors, architecture, engineering & construction, nonprofit, and other project-oriented firms.