Welcome to Costpoint Business Intelligence

Welcome to Costpoint Business Intelligence (BI), which provides government contractors with a library of reports and dashboards that enable operational, self-service reporting across the enterprise.

Videos and Click-thrus

The following learning aids provide additional information:

Title Description

Costpoint Business Intelligence: Overview

Click through this presentation to learn how to navigate in Costpoint Business Intelligence, how to schedule a report to be generated at a later time, how to subscribe to a report, how to get notified when a report is ready for viewing, and how to modify a template report.

Costpoint Business Intelligence: Deltek Models Overview

Click through this presentation to learn more about the Business Intelligence framework manager models and packages that support dashboards and more than 100 reports.

Interactive Report Writer Series: Dashboards

Complete this self-paced training module to learn about using dashboards to monitor events or activities at a glance.

Costpoint Business Intelligence: Managing the Company Content Folder

View this guide to learn how to navigate the Company content folder, establish security settings, and use the folder to store company-specific custom content. Click here for information about the Deltek University Learning Zone.

Leveraging the Costpoint Business Intelligence Consumer Group

View this guide to learn how to leverage the Consumer group in Costpoint Business Intelligence. Click here for information about the Deltek University Learning Zone.

Costpoint Business Intelligence Series: Cloud Setup - Checklist

Review this checklist for an overview of the steps needed to set up Costpoint Business Intelligence in the Cloud.

Costpoint Business Intelligence Series: Security Setup - Checklist

Review this checklist for an overview of the steps needed to specify security settings.

Administrator Series: Security Setup

Complete this self-paced training module to learn how to set up security.

Administrator Series: User Account Setup/Verification QRC

View this quick reference card to learn about establishing and verifying user accounts.

Administrator Series: Security Setup QRC

View this quick reference card for an overview of security setup.

Administrator Series: Validation and Testing QRC

View this quick reference card to learn about validating user-related settings.

Administrator Series: Set Up Current Reporting Period QRC

View this quick reference card to learn how to set up the reporting period, including the update mode of manual or automatic, the end date, and the fiscal year.

Administrator Series: Move Custom Reports from Cognos 10 to Cognos 11 QRC

View this quick reference card to learn how to move custom reports to the Cognos 11 environment.