Migrate from Deltek Costpoint to Microsoft Dynamics 365 Business Central

Costpoint Organizations represent legal entities or business units that drive billing, HR, and GL assignments. We map Organization hierarchies 1:1 to D365 Legal Entities under Organization Administration. Each Legal Entity requires its own fiscal calendar, chart of accounts, and posting profile configuration. Multi-entity migrations require separate legal entity setup in D365 before any sub-module data imports begin.

Costpoint Projects are the core work container linked to contracts, billing formulas, labor categories, and budgets. We preserve the full project tree including sub-projects, project status, contract type (Cost-Plus, T&M, Fixed-Price), and the project-to-Organization ownership relationship. Inactive projects flag as On Hold or Closed in D365. CLIN/SLIN structures from government contracts map to D365 contract lines or project contract billing breakdowns.

Costpoint's GL Chart of Accounts includes direct cost accounts, indirect cost pools (G&A, Fringe, Overhead), and burden schedules. We map each Costpoint account to a D365 Main Account with the account type (Expense, Revenue, Balance Sheet) preserved, and indirect cost pools map to Financial Dimension sets (typically Department, Cost Center, Project). Burden schedules require mapping to D365 cost groups and cost categories that feed into project cost calculations.

Costpoint Employee records include compensation history, HR organization assignments, labor category assignments, and DCAA-required timesheet metadata (supervisor approval, labor distribution). We extract all effective-dated compensation rows and map them to D365 Human Resources Worker records with employment details, labor union flags, and pay frequency. DCAA timesheet approval chain metadata migrates as a custom field or note for compliance reconstruction in D365.

Historical GL entries in Costpoint carry source module attribution (billing, payroll, AP, AR), posting date, fiscal period, and debit/credit structure. We extract entries by date range and map them to D365 General Journal lines with the correct Main Account, Financial Dimensions, and Debit/Credit amounts. Period integrity is preserved by mapping to the corresponding D365 fiscal period. Organizations with multi-entity GL require separate journal batches per legal entity.

Costpoint AP records include vendor invoices, payment terms, and check/EFT batch data. We map vendor invoices to D365 Vendor Invoice lines with vendor number resolved to the destination vendor master, account distribution mapped to D365 Main Account and Financial Dimensions, and payment terms preserved. Open AP (unpaid invoices) and historical paid invoices are separable export sets; we recommend migrating open AP only with historical available for on-demand query.

Costpoint AR records track billed and unbilled amounts linked to Projects and CLIN/SLIN structures. The gross/net billing method flag on the invoice header must be preserved during migration because it changes how the GL posts at billing versus cash receipt. We extract this flag per invoice and set the D365 posting profile accordingly. Unbilled revenue (Open Billing Detail) maps to D365 Revenue Recognition or Work In Progress lines depending on the contract type.

Open Billing Detail records in Costpoint store the transaction-level detail that feeds billing formulas (cost-based, hours-based, units-based). These records are cross-linked to project hierarchies and labor categories. We export by project and map unbilled amounts to D365 Project invoice proposals or revenue lines, preserving the billing formula type and any fee override or ceiling controls configured in Costpoint.

Costpoint Vendor records include address, tax ID, payment terms, and W-9 status. We extract all active vendors and map to the D365 vendor master, preserving ACH routing details for payment continuity. Vendor-to-Organization assignments map to D365 Business Unit assignments on the vendor record. Inactive vendors are excluded from the active migration but listed in a reconciliation report.

Costpoint Customer/Bill-To records (distinct from AR invoices) map to D365 Customer records with address, payment terms, and invoice profile. Customer-to-Project assignments are preserved as D365 project customer associations. If Costpoint stores separate Ship-To addresses, these migrate as D365 delivery addresses on the Customer record.

Costpoint Fixed Asset records include acquisition costs, depreciation schedules, funding sources, and asset classifications. We map asset books to D365 depreciation calendars with depreciation method, useful life, and salvage value preserved. Any DCAA-compliant depreciation treatment (e.g., award fee asset capitalization) is flagged for manual configuration review in D365 Fixed Asset parameters.

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 for D365 inventory dimension configuration. Item costing (Standard, FIFO, Moving Average) migrates from Costpoint item cost setup to D365 item model groups and cost price groups.

Departments in Costpoint drive organizational cost collection and are linked to GL segments. We map department hierarchies 1:1 to D365 Financial Dimensions of type Department, preserving the department-to-account assignments that feed indirect cost pool allocations. Cost center assignments on Projects migrate to D365 Project dimensions.

Costpoint 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 (approver, approval date, labor distribution). Entries map to D365 Project Time and Material lines or Expense reports under the Project module. Unsubmitted or rejected entries are excluded from migration.

Costpoint General Labor Categories (UDT06 to CP GENL_LAB_CAT) define billing and cost rates per labor type. We map these to D365 Cost Categories that feed into project billing formulas and resource cost calculations. Project Labor Categories (UDT07 to CP BIL_LAB_CAT) map to D365 Project Labor Categories with billing rate overrides preserved per project.

Costpoint user-defined custom fields on Projects, Employees, Vendors, or Transactions are stored as separate database table extensions and must be enumerated explicitly during discovery. We determine which custom fields are business-critical versus cosmetic, configure custom field extraction as a parallel export, and map to D365 custom fields on the corresponding entity. Fields without a clear D365 equivalent are flagged for the customer to configure as extension fields or custom entities.

Costpoint Workflow Toolkit tables (WFPTOOL) are environment-specific and rebuilt during every Costpoint upgrade. These tables contain routing logic tied to the current version's schema and cannot be meaningfully migrated to D365. We document the workflow routing rules (approver assignments, step sequences, delegation rules) as part of migration scoping and deliver a written workflow inventory for the customer to rebuild in D365 Power Automate or the appropriate workflow module post-migration.