How Favorites Work in Costpoint
Favorites act as personalized navigation shortcuts. A user can typically save frequently accessed Costpoint functions and return to them directly from the favorites area rather than locating the same function through the full application menu.
The available options depend on the Costpoint version, user role, permissions, and interface configuration. A favorite normally points to an existing Costpoint function rather than creating a separate transaction, record, or accounting object. Changing a favorite therefore changes the user's navigation setup without changing the underlying financial data.
For example, a project accountant who regularly reviews project costs, labor transactions, and billing reports can maintain those functions as favorites. If responsibilities change, obsolete shortcuts can be removed and new functions can be added.
Steps to Change Costpoint Favorites
The exact labels can vary by Costpoint release and configuration, but the practical process follows a consistent navigation pattern.
- Open the favorites area: Access the Costpoint workspace and locate the section containing saved or frequently accessed functions.
- Identify the item to change: Review the saved entries and determine whether a shortcut should be added, removed, or reorganized.
- Add a frequently used function: Navigate to the required Costpoint application or screen and use the available favorite option to save it.
- Remove an outdated item: Use the available favorite-management or removal control for a shortcut that is no longer needed.
- Verify the updated list: Return to the favorites area and confirm that the selected functions appear as expected.
When updating favorites, users should distinguish navigation preferences from actual finance-data changes. Removing a favorite does not normally delete the underlying transaction, report, project, or accounting record.
Why Favorite Management Matters for Finance Workflows
Well-maintained favorites can support faster access to recurring finance activities. A controller, project accountant, or AP specialist may work across several Costpoint functions during a normal day, making a focused navigation list useful for routine execution.
Favorites can also support workflow consistency when users repeatedly perform activities such as reviewing invoices, checking project costs, approving transactions, or monitoring accounting information. When these activities involve invoice capture, extraction, validation, matching, chart of accounts selection, approval, and posting, direct access to the relevant Costpoint screens can keep the workflow organized.
Procurement users can similarly maintain shortcuts for requisitions, purchase order activities, sourcing, and approval functions. This makes the favorites list a practical reflection of the user's procure-to-pay responsibilities.
Favorites and ERP Configuration
Favorites should be viewed as part of the user's interaction with the ERP rather than as an independent accounting configuration. When organizations change ERP structures, migrate workflows, or extend finance processes around deltek Costpoint, users may need to review saved shortcuts and replace entries that no longer match their responsibilities.
This is particularly relevant after role changes, application upgrades, module additions, or changes to finance operating procedures. A clean favorites list can help users align their daily navigation with the functions they actually perform.
Change Controls and User Administration
Although favorites are primarily personal navigation settings, organizations should understand how they fit within broader finance controls. The ability to access a screen is governed by the user's assigned permissions; saving that screen as a favorite does not normally grant additional authorization.
For controlled finance environments, it is useful to distinguish a personal navigation update from a formal system or process modification. Change Tracking provides a broader way to understand how changes can be documented across business and finance workflows, while Coding Change Management focuses specifically on controlled changes affecting coding structures and related financial processes.
Where a requested update affects configuration rather than simply a personal favorite, the organization may use a formal Change Request process. This distinction helps prevent navigation preferences from being confused with authorized changes to accounting configuration or workflow rules.
Favorites in Modern Costpoint Workflows
As finance organizations connect ERP processes with technology-led automation, users may access a broader set of applications and workflow stages from their Costpoint environment. ai agents can support finance AI architectures that extend capabilities across activities such as invoice processing, reconciliation, and other finance workflows.
Even when automation handles portions of a workflow, users still benefit from having direct access to the Costpoint screens required for review, exception handling, approvals, and financial reporting. Maintaining relevant favorites therefore complements structured finance processes without changing the underlying accounting controls.
Best Practices for Managing Favorites
Users should periodically review their favorites and keep the list aligned with their current role. A concise collection of frequently used functions is generally easier to navigate than a large collection of rarely accessed items.
- Keep shortcuts focused on functions used regularly.
- Remove entries associated with responsibilities that have moved to another role.
- Review favorites after Costpoint upgrades or major workflow changes.
- Confirm that access permissions remain appropriate for the user's responsibilities.
- Use formal change-control procedures when an update changes system configuration rather than personal navigation.
Summary
Costpoint How to Change Favorites covers the practical management of personalized shortcuts within Deltek Costpoint. Users can add frequently accessed functions, remove outdated entries, and maintain a workspace that reflects their current responsibilities. Keeping favorites organized supports efficient navigation across accounting, project, procurement, and finance workflows while preserving the distinction between personal preferences and controlled ERP configuration changes.