Pre-Conference Workshops

Costpoint Track

Deltek Costpoint Unbilled Receivables: The Reconciliation

Having problems mastering your Unbilled Receivables Account? For many accountants, this is the most challenging account to regularly reconcile. In this abbreviated version of our regularly scheduled two day course, we focus on the "CAPITAL Reconciliation Program." This is our special methodology for reconciling the account in a logical, organized manner.

In this course, we look at the underlying tables that provide the basic data for the Unbilled Receivables Analysis Report. Then, we look at an actual project and examine the methodology for tackling this reconciliation. We review process flow diagrams and checklists that provide real structure to undertaking this challenging activity.

Level: Intermediate – Application User
Duration: Six hours
Prerequisites: Working knowledge of Costpoint

Deltek Performance Management v3.0 Report Studio for Costpoint Accountants

Designed specifically for Costpoint Accounting specialists, this class focuses on the functionality of Report Studio and highlights the 10 must-have reports used daily by accountants. Participants in this course will review creating reports using filters, prompts, subtotals, crosstabs and graphs, as well as developing quarterly financial statements and trend reports. The creation of an aging open billing detail report will also be covered.

Level: Beginner/Intermediate Application User, Implementation Team Members
Duration: Six hours
Prerequisites: Accounting knowledge is required to understand the reports that will be developed in this class using Report Studio.

Note: Attendees will be given guided instructions for creating reports in this class. Knowledge of SQL is NOT required in this class.

Costpoint Advanced Billing Concepts

This class addresses several complex billing issues. Detailed exercises include creating a "combo" project with Cost Plus and Time and Materials components, as well as making use of units. Retroactive invoices for both hourly Project Labor Category rate and Indirect rate changes will be examined. This course will also include billing retainage, wide area workflow and discounts.

Level: Intermediate
Duration: Six hours
Prerequisites: minimum one year experience with Billing

Vision Track

Vision Reporting Fundamentals, Analysis Cubes, and Security

Vision 6 Reporting features the new SQL Reporting Services platform for all standard reporting. In the first portion of this course, participants will review the new standard Vision 6 reporting functionality and its enhancements—layout, formatting and columns, and sorting/grouping features. In addition, students will review the expanding/collapsing report output and report archive options.

For users who prefer customized reporting, the use of Analysis Cubes in Microsoft® Excel® 2007, is less complex and does not require a command of the Vision database structure that full report customization does. In the Analysis Cubes segment of this course, participants will observe how to report on consolidated project and general ledger data using workbooks with Excel. Users familiar with Excel and pivot table reports can quickly rearrange workbook information with drag-and-drop functionality, as well as display results on hierarchical time dimensions and see transaction detail with drill-downs. This is especially useful for those who need to quickly perform data analyses in Excel to observe trends in their businesses. Workbooks to be reviewed include: Profitability workbook, Staffing workbook, Annual Revenue with Set Goals workbook, Income Statement View of Project workbook, and Comparative Balance Sheet A/R Activity by Office.

The final Security segment of the course concentrates on creating custom access roles for users. The course will review how to allow employees access to specific Vision applications, processes, and Info Center records while preventing access to other system areas. We will demonstrate how to set record-level accounting and functional area security-access rights options. Participants will also observe how to set up password policies and assign passwords, security roles, and Microsoft® Windows®-integrated logons (if utilized) for each Vision user.

Level: Intermediate—Application User, Implementation Team
Duration: Six hours
Prerequisites: Vision User Fundamentals

Vision Report Builder and Introduction to Report Designer

This workshop is designed for users who wish to create reports using reporting models, as well as those who wish to be introduced to the advanced SQL Server Reporting Services® (SSRS) reporting tool—Report Designer.

In this course, students learn to work with the Report Builder and its delivered model for reporting—an existing set of formats and templates in which a user can connect to report models to select fields to report against. We will demonstrate how to access the application and models to develop reports using the drag-and-drop report design functionality of Report Builder, as well as how to explore filtering, grouping, and the creation of formulas within the various templates. Hands-on activities will reinforce the course instruction.

For those needing to report across multiple models or Info Centers, students will gain an introduction to Report Designer, a comprehensive report authoring tool that hosts a collection of graphical query and design tools not offered in Report Builder. Report Designer supports tabular, matrix, advanced charting, and freeform reports and gauges using complex queries (SSRS).

Level: Intermediate—Application Users, Developers, Programmers, or Implementation Team Members
Duration: Six hours
Prerequisites: Vision User Fundamentals

Vision Workflow and Designer

Vision Workflow facilitates a collaborative working environment by defining a regimented workflow between various users. Such workflows require establishing criteria and actions that will trigger automated changes. Vision 6 has been enhanced to include workflows for the validation of information, generation of user-defined email, dashboard alerts, creation of calendar activities, and the alteration of data. Participants in the course will review how to apply build workflows utilizing these new enhancements.

Vision Designer enables participants to customize the business logic and functionality of their Vision application. In the second portion of the course, we demonstrate how to access the tools to design forms that support individual business practices with the User-Defined Tabs application. Next, participants will review the Vision Navigation Tree Designer for creating custom menus. Finally, students will review how to customize standard Info Center tabs and fields working with the enhanced Screen Designer application. This course also demonstrates how to create rollover and pop-up "help topics" for forms that document business processes.

Note: In order to make some parts of certain Vision workflow events functional, depending on the intent for the workflow built, some advanced SQL programming knowledge (knowledge that will allow you to build complex SQL expressions) may be required. This webinar does not cover SQL programming, nor does it require any knowledge of SQL programming on the part of the webinar attendee as a prerequisite for taking this course. Please also note that many types of Vision workflows can be developed that do not require advanced SQL programming or SQL expression-building knowledge.

Level: Entry to Advanced—Application User, Implementation Team
Duration: Six hours
Prerequisites: Vision User Fundamentals

GCS Track

GCS Premier Billing Workshop

To meet today’s contract billing requirements, invoices require customization. The GCS Billing Workshop is designed to simplify the invoice customization process. This course’s instruction will focus heavily on editing master templates and creating new templates. We will review available fields, calculations, and repeating fields. A complete Premier Billing cycle, including mapping templates and invoice generation, will be detailed to maximize the efficiency of invoice production. The session includes extensive, comprehensive exercises.

Level: Intermediate—Application User
Duration: Six hours
Prerequisites: GCS Premier Fundamentals and GCS Premier Billing

EPM & EVM Track

Transitioning to Cobra 5 (What’s New in Cobra 5)

Upgrading from Cobra 4.7 to Cobra 5? Are you curious about what makes Cobra 5 easier to use?

The new Deltek Cobra 5 makes it easier for organizations to improve project performance by controlling costs, measuring earned value, and simplifying reporting requirements. The latest version of Cobra provides critical functionality that helps ease the adoption, deployment, and total cost of ownership (TCO) of a cost and earned value management solution.

With increased oversight and demands, contractors today are under more pressure than ever to tightly manage project performance while meeting stringent government-mandated reporting, like Earned Value Management (EVM). Without the right tools, it can be a monumental challenge. Deltek Cobra 5 helps businesses comply with rigorous government standards in an easy-to-use, powerful system that helps to manage project costs, measure earned value, and analyze budgets, actuals, and forecasts with an intuitive interface, helpful wizards, and government-compliant reporting.

Transitioning to Cobra 5 is designed for existing users of Cobra 4.7 to prepare for Cobra 5. Participants in this course will review new Cobra 5 terminology, the new Cobra user interface, navigation, and menus, as well as process changes with the use of wizards, reporting, converting data, and security. This course builds proficiency using Cobra 5, adding significant value to cost management and project control operations.

Level: Entry
Duration: Six hours
Prerequisites: Participants should have familiarity with Cobra 4.7

Deltek wInsight^® Advanced

This advanced, one-day course is intended for the earned value analyst who has completed the wInsight Fundamentals class. The class is taught as a hands-on, computer-based course to enable students to practice and learn powerful tips and techniques. At the conclusion of this class, participants will be able to customize all aspects of wInsight and follow a structured approach to analysis and forecasting. Attendees will practice analyzing data after an over target baseline, customizing and applying workspaces and reports, and tailoring an effective reporting approach for their organization.

Level: Intermediate
Duration: Six hours
Prerequisites: wInsight Fundamentals