Migrate from Deltek Costpoint to Infor CloudSuite Corporate

Costpoint Organizations represent legal entities or business units that drive billing, HR, and GL assignments. We map Organization hierarchies 1:1 to Infor CloudSuite Business Units and preserve the owning-organization relationship that controls subsidiary billing and HR assignments. If the destination CloudSuite edition does not include multi-company configuration, we collapse sub-organizations into a single Business Unit with organizational segments on the GL account instead.

Costpoint Projects are the core work container linked to contracts, billing formulas, labor categories, and budgets. Infor CloudSuite does not have a direct project object; we evaluate whether to map Costpoint Projects to CloudSuite Items with project-linked cost layers, to Work Orders, or to a custom Project configuration built on a user-defined table. The chosen strategy depends on whether the customer runs project-centric, product-centric, or hybrid operations. Inactive projects migrate with a status flag for reconciliation.

Costpoint's GL includes direct cost accounts, indirect cost pools (G&A, Fringe, Overhead), and burden schedules that do not map directly to CloudSuite's standard account hierarchy. We restructure the Costpoint cost pool architecture into CloudSuite's segment model using a configurable account code structure that preserves the indirect/direct distinction and burden application logic. This is the highest-risk mapping in the migration and requires a dedicated GL restructuring workshop during discovery.

Costpoint Employee records include compensation history, HR organizations, labor category assignments, and DCAA-required timesheet metadata. We extract all effective-dated compensation rows and preserve labor category assignments as a custom Employee field in CloudSuite. Timesheet approval chain metadata is flagged as requiring manual reconstruction in CloudSuite's HR module.

Historical GL entries are stored with source module attribution (billing, payroll, AP, AR) and must preserve posting date, period, and debit/credit structure. We extract entries by date range in strict posting-date order and map them to CloudSuite GL Journal Batches. DCAA audit trail continuity requires that the full source posting sequence is preserved; we validate entry count and total debit/credit balance against the Costpoint GL report before closing each batch.

Costpoint AP records include vendor invoices, payment terms, and check/EFT batch data. Open AP (unpaid invoices) and payment history are separable export sets. We map Costpoint Vendor IDs to CloudSuite Business Partners with supplier role and validate payment terms against CloudSuite's terms table. ACH routing details for vendor payments are extracted from the Costpoint vendor record and entered manually in CloudSuite's payment setup to avoid routing number translation errors.

Costpoint AR records track billed and unbilled amounts linked to Projects and CLIN/SLIN structures. The gross/net billing method flag on each invoice (configured per invoice in Costpoint's Configure Billing Settings screen) must be extracted and preserved as a custom field in CloudSuite because CloudSuite's standard AR module does not carry a gross/net posting method. Losing this flag causes the AR to post incorrectly against the GL, creating billing misstatements that are difficult to reverse after period close.

Open Billing Detail records store transaction-level detail that feeds Costpoint's billing formulas (cost-based, hours-based, units-based) with configurable fee overrides and ceiling controls per project. Infor CloudSuite does not have an equivalent billing formula engine. We map billing detail records to CloudSuite AR invoice lines and flag any ceiling-controlled or fee-override records as requiring manual review or custom configuration in CloudSuite's billing setup.

Costpoint Vendor records include address, tax ID, payment terms, W-9 status, and ACH routing details. We extract all active vendors and map to CloudSuite Business Partners with the supplier role assigned. ACH routing details require manual re-entry in CloudSuite's vendor payment setup due to format differences between Costpoint and CloudSuite bank account validation rules.

Departments in Costpoint drive organizational cost collection and are linked to GL segments, feeding indirect cost pool assignments. We map department hierarchies 1:1 to CloudSuite Cost Centers and preserve the department-to-account assignments that control which indirect cost pools are applied to direct labor. If CloudSuite uses a department segment on the GL account, we map Costpoint department codes to that segment value.

Costpoint Fixed Asset records include acquisition costs, depreciation schedules, funding sources, and asset classifications. We map asset books to CloudSuite depreciation calendars and flag any DCAA-funded assets that carry unique compliance metadata requiring re-entry. In-service dates and accumulated depreciation balances are validated against the GL before the asset master is created in CloudSuite.

Timesheet and expense report records in Costpoint include employee, project, labor category, and billing status with the DCAA-required approval chain metadata. We export submitted and approved entries by date range and map them to CloudSuite Employee Time records. Approval chain metadata is flagged as requiring manual reconstruction in CloudSuite's workflow designer; we deliver a written inventory of each approval routing rule documented during discovery.