Costpoint Project Best Practices Tips & Tricks
1.0 CPE Credit
in the field of Accounting (Governmental)
This webcast is designed to enhance participants' proficiency in utilizing Costpoint for Revenue and Billing. Participants will learn best practices for setting up revenue and billing formulas, setting the project up for success. The course will also cover ICS settings, Year-end processing, and redistributing revenue. Additionally, the webinar will address indirect rate overrides and identify Costpoint configurations to ensure accurate billing calculations. Participants will gain proficiency in utilizing Business Intelligence Reporting to find the data needed to create meaningful reports and dashboards.
Learning Objectives:
- Demonstrate Costpoint knowledge and skills to ensure accurate revenue computing, optimize revenue management, and align revenue distribution with the project's financial goals.
- Review the steps for utilizing Business Intelligence Reporting and sourcing data for effective reports and dashboards.
- Distinguish Costpoint configurations to ensure accurate billing calculations and utilize billing setup to ensure Accounts Receivable balances are correct by project.
Notes on Registration: Please complete the registration fields and click “Register". You will receive an email confirmation with a link to add to your calendar.
Information about CPE Eligibility: To receive CPE credit for participation in a BDO USA, P.C. Events webcast program, you must respond to the occasional attendance checks that appear throughout the program and be in attendance for a minimum of 50 minutes. Attendees can view their progress on meeting the requirements in the Earn Certification panel on the audience console. Green checks will appear after each requirement is met and your certificate can be downloaded at the end of the webcast.
Please Note: Per BDO USA, P.C. Events’ CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For questions regarding CPE credit, please contact [email protected].
For more information regarding administrative policies such as complaint or refund, please contact [email protected].
BDO USA, P.C. Events is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org