Costpoint and the Year of Small Business at Deltek Insight 2021

August 31, 2021
Andrew Defusco
Sr. GovCon Instructor

In just a few weeks, Deltek Insight is coming to you virtually! See how Deltek is empowering small businesses to meet and exceed their business objectives through Costpoint. Register today and join us virtually September 14-15, 2021

As a small business, it’s difficult if not impossible to optimize your organization without first having a solid foundation to build upon. Deltek has created a platform to not only equip you but also build upon the foundation you worked so hard to build.  We do this with purpose-built security and project capabilities to help you navigate the rough waters that are the government contracting space. This year’s Costpoint product track has over 80 individual sessions that are aimed at aligning your team with consistent data throughout the project life cycle and providing the tools you need to win, perform, and profitably deliver on government contracts. Listed below are our top recommendations for sessions focused on the small business space with insight into how your organization can take more control of the story you tell.

The Future of Costpoint 

All Costpoint users should attend the Costpoint Product Kick-off (CPKO-01) and Costpoint Wrap Up (CPWU-01) sessions where familiar experts including Todd Walker, Roopa Kansagra, Martha Manning, Heather Lark, Rick Miller, and Tony D'Ambrisi will offer a glimpse into the future of Costpoint and answer your questions about the product roadmap. 

Streamlining the User Experience

CP-54 Fascinating Navigation Banners & UI Profiles Tactics That Can Help Your Business Grow - Join us and learn how to streamline your Costpoint interfaces and navigation through your processes without searching through every screen and subtask. These features will allow you to assign different layouts and/or processes to different users or user groups, depending on their jobs or function in the organization. Plus, you'll learn to deploy user interface (UI) Profiles and Navigation Banners that are simple to create, modify and deploy to a single user or for company-wide use.

Simplifying Dashboards and Reporting

CP-40 Authoring a Dashboard-style Report in Costpoint BI - Dashboards are great for high level review of metrics, however, in some instances combining visualizations with detailed report content can be a great way for BI users to effectively consume data. In this session you will learn some techniques for creating these dashboard style reports.

CP-42 Tips and Tricks for Getting Started On Your Own Reports in Costpoint BI - For the novice user, this session will demonstrate how easy it can be to create your own Reports in Costpoint BI. Setting up the right Reports at the right time can influence your strategic decision making. Attendees will learn the basics of creating a list report with groupings, subtotals and filters.

Mobile Enablement

CP-19 Costpoint Mobile Time and Expense - Join us for an informational session on options for your mobile workforce. Learn what the options are for mobile devices and our mobile strategy and recommendations for your company.

Navigating Manufacturing as a Small Business

CP-32 A Small Firms Journey into Costpoint Manufacturing - Learn how small discrete manufacturers can leverage Costpoint's advanced manufacturing module to plan, control and report on all manufacturing-related costs and provide build progress visibility throughout the organization.

Projects, Accounting, and Costpoint 8.1

CP-7 What's up with Projects and Accounting? - Join us for this session and learn more about upcoming Costpoint 8.1 features to help you operate more efficiently and effectively. We'll also be sharing a look ahead at our roadmap.

Contract Management

CP-2 Contract Management Overview: Take me back to the basics - Geared towards new users of Costpoint Customer Relationship Management (CRM) and Contracts, this session will offer an overview demo of the pre and post award functionality and how administrators can effectively manage Opportunities, Contracts and Subcontracts.

Deltek Learning Zone

CPXPO-07 Power Your Costpoint Success With the Deltek Learning Zone - In order to get the most out of Deltek Costpoint, let us show you how you can build new technical and professional skills by utilizing the Deltek Learning Zone (DLZ). With the DLZ, our product training platform, we want you to experience first-hand how our different training options can transform your business.


This year’s Virtual Insight event offers an All-Access Pass that gives your teams the ability to explore Costpoint breakout sessions by role, schedule one-on-one Meet the Expert sessions, get certified in Costpoint and take part in brain dates for virtual networking with other users. We also offer a Limited-Access Pass designed for attendees interested in attending general sessions with keynote speakers and perusing the Insight XPO, where you can chat with event sponsors to learn about their solutions and services.

We look forward to having you join us for Virtual Insight in September. Click here for information about other can’t-miss Costpoint sessions and look for additional information about other can't miss Costpoint sessions. Be sure you register today and don’t forget to invite your teams, colleagues, user groups and more to experience Virtual Insight 2021!


Learn More

Attend Virtual Deltek Insight Sessions on Small Business

Register Now