Deltek University will be hosting 20 pre-conference workshops for Costpoint, Vantagepoint, PPM, Ajera, ComputerEase, Talent, Unionpoint and Maconomy customers. The 3-hour workshops take place on Monday, October 16. PCW 01-10 are from 8:30 a.m. – 11:30 a.m., and PCW 11-20 are from 12:30 p.m. to 3:30 p.m. You can purchase a pre-conference workshop for $495 during registration.

Code Title Description Product(s)
PCW-01 Winning Tactics for Costpoint Year-End! This 3-hour class will prepare you for the Costpoint year-end processes and closing of the Accounts Payable 1099's, Payroll, Leave, W-2's and Projects. The session will include hands-on activities to familiarize you with each of these processes. If you are new to Costpoint and its year-end or you need a refresher, this workshop is for you. Don't be scared, be prepared!

Instructor: Debbie Hofheimer
Costpoint
PCW-02 Costpoint Advanced Revenue Concepts Explore complex Project structures and hybrid Projects with mixed revenue recognition formulas covered in 3 Project types: Cost Plus, T&M and Estimate at Completion. Learn how to create a Project Structure for hybrid projects, and the billing implications. A demo of how Costpoint Planning can be leveraged to assist in the EAC is included. You should have a basic understanding of Costpoint Revenue Recognition and the role of the PAG (Project Account Group) in controlling Revenue Posting.

Instructor: Greg Luczyk
Costpoint
PCW-03 Create a Sideways PSR in Costpoint Like the canned Revenue Summary report but wish it had all the Project Status Report (PSR) details? Learn how to build a custom sideways PSR. This class is designed for those who are familiar with authoring reports in the BI module and are looking to create a more detailed PSR report with all the necessary project status details. You will learn how to build a prompt page, utilize the PSR tables, incorporate calculations, join and manipulate queries, and techniques for exporting to Excel.

Instructors: Terri Cianca & Dave Funk
Costpoint
PCW-04 Costpoint Material Management of Other People’s Stuff: Processing GFM/GFE/Customer Owned Material Are you struggling with Costpoint Material records when processing customer warranty repairs and managing government-owned material, or are your records missing the mark during audits and need some fine-tuning? Join us for a deep dive into processing GFM/GFE/Customer Owned Material in Costpoint. Participants should have a foundational knowledge of how materials move throughout Costpoint Materials modules, and understand their company requirements related to GFM/GFE/Customer Owned Material.

Instructor: Barbara Bill
Costpoint
PCW-05 Designing informative dashboards utilizing the newest Vantagepoint features This class will improve dashboard design skills for dashboard administrators. We recommend you have an intermediate level of knowledge of Dashboards and Dashpart design. We will cover security and setup options for enabling end-user dashboard design. Areas covered also include designing dashparts with sub-dashparts to provide drill-down functionality, building AR detail dashparts including AR comments, and many other newer features and functions available within Dashboard design.

Instructor: JC Barnhart
Vantagepoint
PCW-06 Vantagepoint Projects - Start to Finish This class provides an overview and walkthrough of the entire lifecycle of a Project. You will create a new project with Work Breakdown Structure levels, using the Stage field to track the current stage of the project within its lifecycle, add essential project information on several project tabs, and enter a basic budget and plan-related information. As well as analyzing Project Data (Planned vs Actual) using Project Reviews and commonly used reports, and finally closing a project.

Instructor: Marlaina Mandeville
Vantagepoint
PCW-07 Custom Proposals in Vantagepoint Learn how to leverage the Custom Proposal feature in Vantagepoint to create professional client-facing deliverables efficiently. Responding to RFPs, RFIs, RFQs, SOQs,and other client requests can be a daunting task, but with Custom Proposals, you can streamline the process and produce quality proposals in less time. Learn about the basic functionality of Custom Proposals, Element Groups and Templates, as well as best practices for data entry and management.

Instructor: Kyle Briegel
Vantagepoint
PCW-09 Streamline Your Insights: Mastering Ajera Dashboards for Effortless Data Analysis This 3-hour class will walk participants through the creation and distribution of Dashboards in Ajera, beginning with the creation or editing of widgets and assigning the Tabs to the proper employees to build out a Dashboard focused on the information that they need. The session will include hands-on activities related to the creation and distribution of Dashboard Tabs.

Instructor: Damon Shratter
Ajera
PCW-10 ComputerEase Automation Are you looking to streamline your daily business processes and eliminate repetitive keystrokes? Join us for this session on using automated tools in ComputerEase. This class will focus on importing or updating existing data and exporting that data from ComputerEase. By using automated tools to import and export data, you can save time, reduce errors and increase efficiency in your daily business processes. Join us and learn how to streamline your workflow.

Instructors: Amy Farrell & Barb Laws
ComputerEase
PCW-11 Costpoint Planning Palooza! This 3-hour class will provide guidance through the Costpoint Planning Project Budgeting lifecycle. From creating a New Business Budget for a proposal to creating and maintaining the Project Budget through its lifecycle. The session will include hands-on activities throughout. Whether you are new to Planning Project Budgeting or want a refresh of the functionality, this session is for you!

Instructor: Lynda Porter
Costpoint
PCW-12 Bridging the Gap: Using Costpoint Extensibility to Integrate with Other Systems This 3-hour class will show the possibilities of how Costpoint can be used to create integrations with other systems. Although extensibility is used for modifying the Costpoint User Interface, this workshop will focus on its integration capabilities. The class will start with a brief overview of extensibility, key points in integration planning, discussions with demonstrations of different types of integration projects, and how to maximize performance with best practices.

Instructor: Tom Kaminski
Costpoint
PCW-13 The Power of Subcontractor Management in Costpoint Looking to streamline your invoicing process and leverage Subcontractor Management to improve workflow? In this class, you will learn how to link subcontract records to existing contracts, connect subcontractor vendors to the Supplier Portal and associate purchase orders with work assignments for use on subcontractor employees' timesheets in Costpoint Time. You'll also learn how to create subcontractor invoices for review and approval by both internal users and external subcontractor vendors.

Instructor: Matt Tonelson
Costpoint
PCW-14 Leverage the Power of Approval Workflows in Vantagepoint In this 3 hour Hands-On class, the instructor will guide participants through creating a variety of Approval Workflows that can be used to optimize your company’s approval processes, including Timesheets, Expense Reports, Employee Absence Requests, AP Invoices and Purchase Orders. Information covered will include simple, complex, multitiered and conditional steps within the workflow as well as notifications and alerts that can be configured to be sent throughout the approval process.

Instructor: Craig Stole
Vantagepoint
PCW-15 Analyzing and Visualizing data with Vantagepoint Intelligence Attain the fundamentals of data visualization through Vantagepoint Intelligence. Discover how to display data effectively and how to share your visualizations by uploading into Vantagepoint.

Learn how to create and display data using the Vantagepoint Intelligence tool. As well as building sample data dashboards using charts, tables and maps. You will learn how to easily prepare and organize data, how to analyze the data, and use that data to create impressive custom reports.

Instructor: Vanessa Samuels
Vantagepoint
PCW-16 Vantagepoint Year-End Checklists and Processes for an Efficient Close This class focuses on the key practices and procedures involved in the Deltek Vantagepoint Year End cycle. You will be guided through various year-end processes, including closing accounting periods, opening a new accounting year, opening a new fiscal year, closing the benefit accrual year, opening a new benefit year, closing the 1099 year, opening the new 1099 year, opening the new W2 Quarter and year, Form 1099 processing and printing, as well as Form W2 processing and printing.

Instructor: Jessica Bourne
Vantagepoint
PCW-17 Crosswalk from Vision to Vantagepoint: Navigation, Searches, Reports & Transaction Center This Vision to Vantagepoint Crosswalk Workshop will help Vision users to translate some of the most common and widely used features in Vision and become familiar with where these features are in Vantagepoint. You will look at creating Saved Lookups and Searches in Vantagepoint, using those saved searches on Reports, and running a variety of reports in Vantagepoint using saved searches as well as creating new Lookups.

Instructor: Bryna Gesson
Vantagepoint
PCW-18 Deltek Acumen: Advanced Topics In this 3-hour hands-on class, participants will learn how to use advanced Acumen features to improve schedule quality, model risk and accelerate projects. Attendees will learn how to evaluate schedule quality using standard and custom metrics, including a quick tour of automated schedule reviews with Touchstone. You will learn how to set-up a risk model and analyze results, as well as how to conduct schedule recovery and acceleration.

Instructors: Jarod Maloney & Evangelos Filis
PPM
PCW-19 Integrations that YOU can build: How anyone can automate business workflows using Unionpoint Are you struggling to keep your business apps in sync and working together seamlessly? In this class, you'll gain a comprehensive understanding of our new cloud integration platform, Unionpoint.

Learn how to easily integrate your apps without the need for code. With practical examples and samples, you'll discover just how powerful Unionpoint can be for your business. Say goodbye to manual data entry and hello to automated workflows.

Instructor: Faraz Rahnemay
Unionpoint, Vantagepoint, Talent Management, Maconomy
PCW-21 Designing informative dashboards utilizing the newest Vantagepoint features This class will improve dashboard design skills for dashboard administrators. We recommend you have an intermediate level of knowledge of Dashboards and Dashpart design. We will cover security and setup options for enabling end-user dashboard design. Areas covered also include designing dashparts with sub-dashparts to provide drill-down functionality, building AR detail dashparts including AR comments, and many other newer features and functions available within Dashboard design.

Instructor: JC Barnhart
Vantagepoint