Pamela Greer
Director of Costpoint Consulting
Pamela is a Director of Costpoint Consulting and leads our Costpoint Consulting Team. She has worked with Deltek accounting systems for 25 years, both as a consultant and as user at government contractors. She has experience and expertise in multiple areas from general accounting, cost accounting, financial analysis, accounting system implementations and internal control auditing. She has worked with all types of companies from small service companies, mid-sized manufacturers, to multi-division large corporations. More About Pamela…
Shannon Kee
Senior Managing Consultant
Shannon is a Senior Managing Consultant in Redstone GCI’s Costpoint Consulting Team. She has used Deltek Costpoint with government contractors for over 10 years. Her experience has covered multiple areas within the system and involved more than the standard day-to-day transactions. She led teams through several system modifications and upgrades, including reorganizations, merging databases and system enhancements. More About Shannon…
Overview
This interactive and hands-on workshop will introduce attendees to the essential skills needed to build custom reports in Deltek Costpoint. Designed for users seeking to master the fundamentals of report creation within the Reports & Analytics module, this session will guide participants through security setup, data selection, query building, and report customization. Whether you’re new to Costpoint’s Business Intelligence tool or looking to strengthen your reporting skills, this course will equip you with the knowledge to confidently develop and refine reports tailored to your organization’s needs.
Learning Objectives
At the completion of this 3-hour workshop, participants will be able to:
- Understand the security setup and settings associated with the Reports & Analytics area.
- Select and use pre-configured Business Intelligence packages and tables
- Create and join basic queries within the Business Intelligence tool
- Include basic filters and prompting on reports
- Apply basic formatting, grouping and summaries to reports
Program Content
During the workshop, your instructors will discuss the following:
- The importance of the security setup and settings with the Reports & Analytics area.
- The configuration of the pre-defined packages and tables available within the Business Intelligence tool.
- A step-by-step process for creating and verifying basic queries and reports within the Business Intelligence tool.
- Create calculations, filters and prompts within queries and reports.
- Produce and schedule reports with basic formatting, grouping and summaries.
About Redstone GCI
RGCI enables contractors doing business with the U.S. government to comply with the complex and challenging procurement regulatory provisions and contract requirements by providing superior cost, pricing, accounting, and contracts administration consulting expertise to clients expeditiously, efficiently, and within customer expectations. Our consulting expertise and experience is unparalleled in understanding unique challenges of government contractors, our operating procedures are crafted and monitored to ensure rock-solid compliance, and our company’s charter and implementing policies are designed to continuously meet needs of clients while fostering a long-term partnership with each client through pro-active communication with our clients.
For more information, contact:
Lori Beth Moses,
lmoses@RedstoneGCI.com
256-704-9811
Redstone Government Consulting, Inc.
501 Madison Street SE, Suite 100
Huntsville, AL 35801
Website: www.redstonegci.com
Event Details
April 23, 2025
Earn 3 CPE Credits
Cost:
$250 per person
Breakfast and lunch will be provided.
Time:
8:30 AM – 1:00 PM CST
Register by:
Wednesday, April 16, 2025
Limited space available.
Location:
The Paul Propst Center
800 Hudson Way NW
Huntsville, AL 35806
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No virtual or live streaming option available for this training course.
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Attendee Registration
Program Level: Basic
Program Prerequisites: None
Advance Preparation: None
Field of Study:
Accounting-Technical
Delivery Method:
Group Live
Event Refund/Cancellation Policy:
Payment must be received prior to event. Event cancellations must be received prior to 12 p.m., two business days before the event in order to receive a full refund. No-show’s and late cancellations will be charged the full event price. You may send a substitute, please be sure to notify the event coordinator.
Contact Information:
For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at 256-704-9800.
Redstone Government Consulting, Inc. 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.