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Productivity

Remizen + Deltek Costpoint Integration

Examine approved spending alongside project, contract, or labor-cost records in Deltek Costpoint.

This describes a possible workflow, not an active or official connection.

Connect Remizen with Deltek Costpoint

Deltek Costpoint is used for enterprise finance and operational records. Relate employee expense oversight to Deltek Costpoint project accounting. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Deltek Costpoint

For organizations that use Deltek Costpoint, a potential workflow could focus on matching reviewed spend with the right finance process. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed Deltek Costpoint use case with the people who review spending: Organize expenses by project or contract.
  • Plan how to retain approval evidence for finance review using the relevant legal entities, cost centers, ledgers, and approval history, and decide who would own each handoff.
  • Before implementation, validate the proposed process to prepare reimbursable-cost details for reconciliation against your approval policies.

Workflows

  • Organize expenses by project or contract
  • Retain approval evidence for finance review
  • Prepare reimbursable-cost details for reconciliation

Data and workflow considerations

  • Review legal entities, cost centers, ledgers, and approval history before defining a Deltek Costpoint workflow.
  • Determine whether Deltek Costpoint data needed for matching reviewed spend with the right finance process may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.