Migrate your Deltek Costpoint data

Organizations in Costpoint represent legal entities or business units and drive billing, HR, and GL assignments. We map Organization hierarchies 1:1 and preserve the owning-organization relationship on Projects during migration.

Projects are the core work container in Costpoint, linked to contracts, billing formulas, labor categories, and budgets. We preserve the full project tree including sub-projects and flag any inactive project statuses that may require reactivation in the destination system.

The GL Chart of Accounts in Costpoint includes direct cost accounts, indirect cost pools (G&A, Fringe, Overhead), and burden schedules. We map these by account type and preserve cost pool groupings that feed into billing and incurred cost calculations.

Employee records in Costpoint include compensation history, HR organizations, labor category assignments, and DCAA-required timesheet metadata. We extract all effective-dated compensation rows and preserve labor category routing for billing and payroll.

Historical GL entries are stored with source modules (billing, payroll, AP, AR) and must preserve the posting date, period, and debit/credit structure. We extract entries by date range and map them to equivalent GL dimensions in the destination, flagging any multi-currency adjustments.

AP records in Costpoint include vendor invoices, payment terms, and check/EFT batch data. Open AP (unpaid invoices) and payment history are separable export sets. We map vendor IDs to destination vendors and flag any prepaid or retainage amounts embedded in the invoice lines.

AR records in Costpoint track billed and unbilled amounts linked to Projects and CLIN/SLIN structures. Open AR and historical invoices are exported separately. The gross/net billing method flag on the invoice header must be preserved to avoid billing misstatements in the destination.

Open Billing Detail records store the transaction-level detail that feeds Costpoint's billing formulas (cost-based, hours-based, units-based). These records are cross-linked to project hierarchies and must be sequenced in dependency order during export to avoid orphaned billing lines.

Fixed asset records in Costpoint include acquisition costs, depreciation schedules, funding sources, and asset classifications. We map asset books to destination depreciation calendars and flag any DCAA-specific capitalization thresholds that may differ in the target system.

Vendor records in Costpoint include address, tax ID, payment terms, and W-9 status. We extract all active vendors and map to the destination vendor master, preserving ACH routing details for payment continuity.

Costpoint supports project-specific and warehouse inventory with multi-project traceability. We export item masters, on-hand quantities, and cost layers, flagging any lot or serial number tracking that the destination may not support natively.

Departments in Costpoint drive organizational cost collection and are linked to GL segments. We map department hierarchies 1:1 and preserve the department-to-account assignments that feed indirect cost pool allocations.

Timesheet and expense report records include employee, project, labor category, and billing status. We export submitted and approved entries by date range, preserving the DCAA-required approval chain metadata embedded in each record.

Costpoint supports user-defined custom fields on Projects, Employees, Vendors, and Transactions. Custom fields are stored as separate table extensions and must be enumerated and mapped explicitly during migration scoping — they do not appear in standard exports without specific configuration.

Costpoint's internal workflow routing tables are rebuilt during every upgrade via the Workflow Toolkit (WFPTOOL). These tables are environment-specific and cannot be meaningfully migrated between systems. We recommend rebuilding workflow routing rules in the destination system post-migration.