Mastering Deltek: Advanced Strategies for Government Contractors
You're managing multi-million dollar contracts, tight compliance deadlines, and complex funding cycles. One misstep in reporting, one delayed invoice, one audit finding. It can cost your firm credibility, revenue, and future opportunities. Yet Deltek isn’t just accounting software. It’s your operational backbone, the system that connects compliance, timekeeping, cost allocation, billing, and strategic forecasting. If you’re using Deltek only to keep the lights on, you’re missing out on massive leverage - and your competition is moving faster than you. Traditional training covers buttons and menus. This is different. Mastering Deltek: Advanced Strategies for Government Contractors is engineered for professionals who need precision, scalability, and real control over FAR compliance, DCMA-ready reporting, labor distribution, and indirect rate modeling. One Program Manager at a Tier 1 defense contractor used these strategies to reduce month-end close from 14 days to under 72 hours - while simultaneously passing a full DCAA audit with zero findings. Another firm increased reimbursable hours captured by 19% in Q1 alone by optimizing time entry workflows and Phase/Project mapping. This course delivers a battle-tested framework to transform Deltek from a compliance requirement into a strategic advantage. You'll go from reactive, manual processes to proactive, automated workflows - producing clean data, audit-proof records, and accurate forecasting in weeks, not years. Here’s how this course is structured to help you get there.Course Format & Delivery Details Straightforward, Flexible, and Built for Real Government Contracting Workflows
This is a self-paced digital learning experience with on-demand access. There are no fixed start dates, no live sessions to attend, and no time zone constraints. You begin when it works for you, progress at your own pace, and apply lessons directly to your live Deltek environment. Most professionals complete the core curriculum in 4 to 6 weeks, dedicating 60–90 minutes per session. Many report seeing improvements in reporting accuracy and time capture within the first 10 days. Advanced modules on cost pool structuring and burden rate modeling are immediately actionable - no waiting to extract value. You receive lifetime access to all course materials. Every update - including changes to Deltek functionality, compliance regulations, or audit standards - is included. You’ll always have access to the most current methodologies, with no recurring fees or renewal charges. Designed for Accessibility and Real-World Implementation
The course platform is mobile-friendly and fully compatible across devices. Whether you're in the office, at a job site, or on travel, you can review frameworks, download templates, and refine your approach at any time, from anywhere in the world. You are not learning in isolation. Each module includes direct access to expert instructor support via asynchronous guidance. Submit your specific Deltek challenges - project coding mismatches, wage determination issues, or overhead allocation confusion - and receive personalized feedback aligned with federal costing principles. Upon completion, you’ll earn a Certificate of Completion issued by The Art of Service. This credential is globally recognized by procurement teams, audit committees, and federal acquisition officers. It validates your mastery of Deltek as a strategic tool, not just a transactional system. Zero Risk. Full Value. Guaranteed.
We know that time is your most valuable asset. That’s why we offer a clear money-back guarantee. If you complete the first three modules and don’t find immediate, actionable value in optimizing cost allocation or streamlining billing reconciliation, simply request a refund. No forms, no hoops. Pricing is transparent, one-time, and includes everything. There are no hidden fees, no tiered access, and no surprise charges. Payment is accepted via Visa, Mastercard, and PayPal - secure, encrypted, and processed in seconds. After enrollment, you’ll receive a confirmation email. Your access credentials and course entry details will be delivered separately once final system validations are complete - ensuring all materials are accurate, up to date, and fully optimized for your success. Built to Work - Even If You’ve Tried Training Before
This course works even if you’ve struggled with Deltek training that focused only on navigation. It works even if your firm uses multiple Deltek products - Costpoint, GovWin, or Time & Expense. It works even if you're not the system admin but still need to influence reporting accuracy, project setup, or compliance readiness. Unlike generic software courses, every lesson is context-specific. You’ll see examples from actual DoD contractors, A/E firms, and service-disabled veteran-owned businesses. You’ll work with templates modeled on real CAS-compliant structures, FAR-mandated cost groupings, and audit-tested allocation methodologies. You’re not just learning Deltek. You’re mastering it as a strategic asset. Every framework is designed to increase your influence, reduce audit risk, and position you as the go-to expert on financial compliance within your organization.
Module 1: Foundations of Deltek in Government Contracting - Understanding the evolution of Deltek in federal contracting environments
- Core architecture of Deltek Costpoint and Time & Expense systems
- Key differences between commercial ERP and government-specific financial management
- How Deltek supports compliance with FAR, CAS, and DFARS requirements
- Navigating organizational hierarchies and security roles
- Mapping your firm’s contracting landscape to Deltek module capabilities
- Identifying critical pain points in month-end close, billing, and reporting
- Establishing the difference between system users, power users, and system owners
- Best practices for user provisioning and access control
- Configuring personal dashboards for project and financial oversight
Module 2: Project & Proposal Setup for Maximum Compliance - Structuring winning proposals using Deltek’s pre-award framework
- Creating compliant work breakdown structures tied to procurement IDs
- Mapping contract line items to internal project codes
- Setting up multi-year contracts with proper funding tranches
- Configuring CLINs, SLINs, and contract modifications in project modules
- Using templates for rapid replication of common contract types
- Integrating URA and CLIN-level funding limitations
- Establishing phase-based project lifecycles aligned with delivery milestones
- Setting up earned value management triggers at the project level
- Balancing visibility with security across subcontractor and prime roles
Module 3: Advanced Labor Distribution & Timekeeping - Designing time entry workflows that maximize compliance and capture
- Setting up indirect labor pools with accurate allocation bases
- Mapping employee labor categories to contract-specific wage determinations
- Creating default time entry templates by role and project type
- Configuring overtime rules compliant with service contracts act
- Validating employee time against approved organizational charts
- Handling leave accrual and charged time in government contracts
- Managing remote and hybrid workforces within Deltek timekeeping
- Setting up time entry approvals by supervisor and project manager
- Generating real-time labor utilization reports by project and account
- Automating time entry reminders to reduce lag and non-compliance
- Integrating time data with payroll systems without compromising audit trails
Module 4: Indirect Cost Pool Design & Allocation Mastery - Structuring compliant indirect cost pools under FAR 31.2
- Establishing allocation bases such as direct labor, headcount, and square footage
- Segregating pools by contract type: T4, SR&D, G&A, and overhead
- Creating provisional vs. final indirect rates with audit-ready documentation
- Designing forward pricing rate agreements within Deltek
- Forecasting indirect rate increases using historical burden modeling
- Allocating home office costs in multi-division organizations
- Handling cross-charge allocations between divisions
- Validating allocation accuracy through traceable journal entries
- Using burden rate simulations to test organizational changes
- Integrating burden calculations into proposal pricing tools
- Managing carryforward and under/over absorption tracking
Module 5: Financial Reporting for DCMA & DCAA Readiness - Generating DCMA Form 1211-compliant financial statements
- Producing certified cost and pricing data reports
- Creating trial balances segmented by contract and cost objective
- Exporting trial balances in audit-ready formats
- Validating general ledger integrity through reconciliation workflows
- Setting up automated reporting schedules for month-end close
- Tracking incurred cost submissions with deadline alerts
- Aligning ledger transactions to FAR cost principles
- Using reporting trees to streamline compliance reviews
- Filtering transactions by allowability, allocability, and reasonableness
- Generating contract-specific income statements
- Preparing for incurred cost audits with pre-audit checklists
- Documenting accounting methodology changes in accordance with CAS
Module 6: Billing & Revenue Recognition for Government Contracts - Configuring billing schedules aligned with contract terms
- Setting up progress payment invoicing with CLIN-level detail
- Generating DD Form 250-compliant billing packages
- Handling fixed price vs. cost-reimbursable invoice logic
- Automating retainage tracking and release triggers
- Integrating earned value data into billing cycles
- Validating billing accuracy against incurred labor and material costs
- Creating recurring billing templates for long-term contracts
- Managing funding exhaustion alerts at the CLIN level
- Tracking provisional billing and final voucher reconciliation
- Handling contract modifications and funding changes in billing modules
- Producing payment history reports for audit defense
- Syncing Deltek billing with federal payment portals
Module 7: Integration with GovWin & Proposal Intelligence - Linking Deltek financial data to GovWin opportunity tracking
- Leveraging historical performance data in capture planning
- Using past cost rates to improve proposal competitiveness
- Mapping opportunity win probability to resource planning
- Integrating past performance metrics into capture strategy
- Aligning proposal timelines with internal cost modeling
- Accessing market intelligence to inform bid/no-bid decisions
- Tracking competitor pricing trends within your sector
- Building compliance checklists for pre-RFP review
- Using GovWin to forecast pipeline strength and staffing needs
- Validating capture assumptions with Deltek financial realities
Module 8: Subcontractor Management & Flow-Down Compliance - Setting up subcontractor records with proper certifications
- Automating flow-down of clauses to lower-tier contractors
- Monitoring subcontractor compliance with FAR requirements
- Requiring subcontractor incurred cost submissions
- Tracking subcontractor performance and deliverables
- Validating subcontractor billing against prime contract terms
- Integrating subcontractor labor reporting with prime accounting
- Handling CAS flow-downs to significant subcontractors
- Using compliance checklists for subcontractor onboarding
- Creating audit trails for subcontractor oversight
- Managing indemnification and insurance requirements
Module 9: Audit Preparation & Defense Strategies - Building a pre-audit readiness checklist in Deltek
- Generating audit trail reports for every financial action
- Documenting changes to accounting policies and system setup
- Preparing for DCAA desk audits with targeted exports
- Simulating on-site audit walkthroughs using system logs
- Responding to audit findings with data-driven corrections
- Using notes and attachments to reinforce transaction legitimacy
- Training staff on audit communication protocols
- Securing access logs and change histories to prevent tampering claims
- Creating defensible timekeeping audit packages
- Archiving completed contract data for seven-year retention
- Conducting internal mock audits using Deltek reporting tools
Module 10: Advanced Forecasting & Strategic Financial Modeling - Building multi-year financial projections using Deltek data
- Forecasting indirect rate trends based on organizational growth
- Modeling the impact of new hires on G&A burden
- Testing acquisition scenarios using cost simulation tools
- Projecting funding burn rates at the contract level
- Creating what-if scenarios for contract wins and losses
- Aligning headcount planning with labor category demands
- Integrating revenue forecasts with cash flow planning
- Generating board-ready financial dashboards
- Exporting strategic models to executive summaries
- Using forecasting to strengthen recompetes and extensions
Module 11: Data Integrity & System Governance - Establishing change control protocols for Deltek configuration
- Documenting all system modifications for audit defense
- Assigning governance roles: financial officer, system admin, compliance lead
- Scheduling routine data validation sweeps
- Using reconciling items reports to identify anomalies
- Preventing duplicate or misclassified transactions
- Implementing monthly control checklists
- Training staff on data entry best practices
- Setting up exception reporting for unusual activity
- Conducting quarterly system health reviews
- Creating backup and recovery protocols for financial data
Module 12: Customization & Automation for Efficiency - Configuring automated journal entries for recurring allocations
- Setting up workflow approvals for expense entries
- Creating custom reports using Deltek report writer tools
- Designing role-specific report templates for managers
- Automating month-end close sequences
- Using calculated fields to enhance financial visibility
- Integrating conditional logic into data validation rules
- Building alerts for threshold breaches and deadlines
- Customizing dashboard metrics for executive oversight
- Using scripting to reduce manual reconciliation work
- Testing customizations in a sandbox environment
Module 13: Earned Value Management (EVM) Integration - Setting up EVM work packages tied to contract deliverables
- Defining performance measurement baselines in Deltek
- Linking actual labor to planned value tracking
- Generating CPI and SPI metrics from project data
- Forecasting EAC and VAC using built-in tools
- Reporting EVM data in formats required by DCMA
- Aligning time entry with EVMS task codes
- Validating EVM data integrity across cost and schedule
- Integrating subcontractor EVM reporting
- Training project managers on EVM compliance workflows
Module 14: Security, Access, & Role-Based Controls - Designing role-based access to protect sensitive data
- Restricting access by contract classification and clearance level
- Setting up two-factor authentication for admin access
- Generating user activity logs for compliance reviews
- Implementing segregation of duties across finance roles
- Reviewing access permissions quarterly for compliance
- Handling contractor and temporary user provisioning
- Creating audit-only access for internal and external reviewers
- Defining approval hierarchies for financial transactions
- Setting up data encryption for offsite access
Module 15: Certification & Career Advancement - Completing the final certification assessment
- Submitting a real-world case study using your organization’s data
- Receiving expert feedback on your implementation plan
- Earning your Certificate of Completion from The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Using the certificate in promotion packages and interviews
- Accessing exclusive post-course resources and templates
- Joining the alumni network of government contracting experts
- Receiving invitations to advanced roundtables and briefings
- Updating your certificate with new module completions
- Accessing career advancement guides for CMO, CFO, and COO roles
- Getting recommendations for next-step certifications
- Leveraging the credential in government audit defense
- Using the certification to strengthen your firm’s proposal qualifications
- Understanding the evolution of Deltek in federal contracting environments
- Core architecture of Deltek Costpoint and Time & Expense systems
- Key differences between commercial ERP and government-specific financial management
- How Deltek supports compliance with FAR, CAS, and DFARS requirements
- Navigating organizational hierarchies and security roles
- Mapping your firm’s contracting landscape to Deltek module capabilities
- Identifying critical pain points in month-end close, billing, and reporting
- Establishing the difference between system users, power users, and system owners
- Best practices for user provisioning and access control
- Configuring personal dashboards for project and financial oversight
Module 2: Project & Proposal Setup for Maximum Compliance - Structuring winning proposals using Deltek’s pre-award framework
- Creating compliant work breakdown structures tied to procurement IDs
- Mapping contract line items to internal project codes
- Setting up multi-year contracts with proper funding tranches
- Configuring CLINs, SLINs, and contract modifications in project modules
- Using templates for rapid replication of common contract types
- Integrating URA and CLIN-level funding limitations
- Establishing phase-based project lifecycles aligned with delivery milestones
- Setting up earned value management triggers at the project level
- Balancing visibility with security across subcontractor and prime roles
Module 3: Advanced Labor Distribution & Timekeeping - Designing time entry workflows that maximize compliance and capture
- Setting up indirect labor pools with accurate allocation bases
- Mapping employee labor categories to contract-specific wage determinations
- Creating default time entry templates by role and project type
- Configuring overtime rules compliant with service contracts act
- Validating employee time against approved organizational charts
- Handling leave accrual and charged time in government contracts
- Managing remote and hybrid workforces within Deltek timekeeping
- Setting up time entry approvals by supervisor and project manager
- Generating real-time labor utilization reports by project and account
- Automating time entry reminders to reduce lag and non-compliance
- Integrating time data with payroll systems without compromising audit trails
Module 4: Indirect Cost Pool Design & Allocation Mastery - Structuring compliant indirect cost pools under FAR 31.2
- Establishing allocation bases such as direct labor, headcount, and square footage
- Segregating pools by contract type: T4, SR&D, G&A, and overhead
- Creating provisional vs. final indirect rates with audit-ready documentation
- Designing forward pricing rate agreements within Deltek
- Forecasting indirect rate increases using historical burden modeling
- Allocating home office costs in multi-division organizations
- Handling cross-charge allocations between divisions
- Validating allocation accuracy through traceable journal entries
- Using burden rate simulations to test organizational changes
- Integrating burden calculations into proposal pricing tools
- Managing carryforward and under/over absorption tracking
Module 5: Financial Reporting for DCMA & DCAA Readiness - Generating DCMA Form 1211-compliant financial statements
- Producing certified cost and pricing data reports
- Creating trial balances segmented by contract and cost objective
- Exporting trial balances in audit-ready formats
- Validating general ledger integrity through reconciliation workflows
- Setting up automated reporting schedules for month-end close
- Tracking incurred cost submissions with deadline alerts
- Aligning ledger transactions to FAR cost principles
- Using reporting trees to streamline compliance reviews
- Filtering transactions by allowability, allocability, and reasonableness
- Generating contract-specific income statements
- Preparing for incurred cost audits with pre-audit checklists
- Documenting accounting methodology changes in accordance with CAS
Module 6: Billing & Revenue Recognition for Government Contracts - Configuring billing schedules aligned with contract terms
- Setting up progress payment invoicing with CLIN-level detail
- Generating DD Form 250-compliant billing packages
- Handling fixed price vs. cost-reimbursable invoice logic
- Automating retainage tracking and release triggers
- Integrating earned value data into billing cycles
- Validating billing accuracy against incurred labor and material costs
- Creating recurring billing templates for long-term contracts
- Managing funding exhaustion alerts at the CLIN level
- Tracking provisional billing and final voucher reconciliation
- Handling contract modifications and funding changes in billing modules
- Producing payment history reports for audit defense
- Syncing Deltek billing with federal payment portals
Module 7: Integration with GovWin & Proposal Intelligence - Linking Deltek financial data to GovWin opportunity tracking
- Leveraging historical performance data in capture planning
- Using past cost rates to improve proposal competitiveness
- Mapping opportunity win probability to resource planning
- Integrating past performance metrics into capture strategy
- Aligning proposal timelines with internal cost modeling
- Accessing market intelligence to inform bid/no-bid decisions
- Tracking competitor pricing trends within your sector
- Building compliance checklists for pre-RFP review
- Using GovWin to forecast pipeline strength and staffing needs
- Validating capture assumptions with Deltek financial realities
Module 8: Subcontractor Management & Flow-Down Compliance - Setting up subcontractor records with proper certifications
- Automating flow-down of clauses to lower-tier contractors
- Monitoring subcontractor compliance with FAR requirements
- Requiring subcontractor incurred cost submissions
- Tracking subcontractor performance and deliverables
- Validating subcontractor billing against prime contract terms
- Integrating subcontractor labor reporting with prime accounting
- Handling CAS flow-downs to significant subcontractors
- Using compliance checklists for subcontractor onboarding
- Creating audit trails for subcontractor oversight
- Managing indemnification and insurance requirements
Module 9: Audit Preparation & Defense Strategies - Building a pre-audit readiness checklist in Deltek
- Generating audit trail reports for every financial action
- Documenting changes to accounting policies and system setup
- Preparing for DCAA desk audits with targeted exports
- Simulating on-site audit walkthroughs using system logs
- Responding to audit findings with data-driven corrections
- Using notes and attachments to reinforce transaction legitimacy
- Training staff on audit communication protocols
- Securing access logs and change histories to prevent tampering claims
- Creating defensible timekeeping audit packages
- Archiving completed contract data for seven-year retention
- Conducting internal mock audits using Deltek reporting tools
Module 10: Advanced Forecasting & Strategic Financial Modeling - Building multi-year financial projections using Deltek data
- Forecasting indirect rate trends based on organizational growth
- Modeling the impact of new hires on G&A burden
- Testing acquisition scenarios using cost simulation tools
- Projecting funding burn rates at the contract level
- Creating what-if scenarios for contract wins and losses
- Aligning headcount planning with labor category demands
- Integrating revenue forecasts with cash flow planning
- Generating board-ready financial dashboards
- Exporting strategic models to executive summaries
- Using forecasting to strengthen recompetes and extensions
Module 11: Data Integrity & System Governance - Establishing change control protocols for Deltek configuration
- Documenting all system modifications for audit defense
- Assigning governance roles: financial officer, system admin, compliance lead
- Scheduling routine data validation sweeps
- Using reconciling items reports to identify anomalies
- Preventing duplicate or misclassified transactions
- Implementing monthly control checklists
- Training staff on data entry best practices
- Setting up exception reporting for unusual activity
- Conducting quarterly system health reviews
- Creating backup and recovery protocols for financial data
Module 12: Customization & Automation for Efficiency - Configuring automated journal entries for recurring allocations
- Setting up workflow approvals for expense entries
- Creating custom reports using Deltek report writer tools
- Designing role-specific report templates for managers
- Automating month-end close sequences
- Using calculated fields to enhance financial visibility
- Integrating conditional logic into data validation rules
- Building alerts for threshold breaches and deadlines
- Customizing dashboard metrics for executive oversight
- Using scripting to reduce manual reconciliation work
- Testing customizations in a sandbox environment
Module 13: Earned Value Management (EVM) Integration - Setting up EVM work packages tied to contract deliverables
- Defining performance measurement baselines in Deltek
- Linking actual labor to planned value tracking
- Generating CPI and SPI metrics from project data
- Forecasting EAC and VAC using built-in tools
- Reporting EVM data in formats required by DCMA
- Aligning time entry with EVMS task codes
- Validating EVM data integrity across cost and schedule
- Integrating subcontractor EVM reporting
- Training project managers on EVM compliance workflows
Module 14: Security, Access, & Role-Based Controls - Designing role-based access to protect sensitive data
- Restricting access by contract classification and clearance level
- Setting up two-factor authentication for admin access
- Generating user activity logs for compliance reviews
- Implementing segregation of duties across finance roles
- Reviewing access permissions quarterly for compliance
- Handling contractor and temporary user provisioning
- Creating audit-only access for internal and external reviewers
- Defining approval hierarchies for financial transactions
- Setting up data encryption for offsite access
Module 15: Certification & Career Advancement - Completing the final certification assessment
- Submitting a real-world case study using your organization’s data
- Receiving expert feedback on your implementation plan
- Earning your Certificate of Completion from The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Using the certificate in promotion packages and interviews
- Accessing exclusive post-course resources and templates
- Joining the alumni network of government contracting experts
- Receiving invitations to advanced roundtables and briefings
- Updating your certificate with new module completions
- Accessing career advancement guides for CMO, CFO, and COO roles
- Getting recommendations for next-step certifications
- Leveraging the credential in government audit defense
- Using the certification to strengthen your firm’s proposal qualifications
- Designing time entry workflows that maximize compliance and capture
- Setting up indirect labor pools with accurate allocation bases
- Mapping employee labor categories to contract-specific wage determinations
- Creating default time entry templates by role and project type
- Configuring overtime rules compliant with service contracts act
- Validating employee time against approved organizational charts
- Handling leave accrual and charged time in government contracts
- Managing remote and hybrid workforces within Deltek timekeeping
- Setting up time entry approvals by supervisor and project manager
- Generating real-time labor utilization reports by project and account
- Automating time entry reminders to reduce lag and non-compliance
- Integrating time data with payroll systems without compromising audit trails
Module 4: Indirect Cost Pool Design & Allocation Mastery - Structuring compliant indirect cost pools under FAR 31.2
- Establishing allocation bases such as direct labor, headcount, and square footage
- Segregating pools by contract type: T4, SR&D, G&A, and overhead
- Creating provisional vs. final indirect rates with audit-ready documentation
- Designing forward pricing rate agreements within Deltek
- Forecasting indirect rate increases using historical burden modeling
- Allocating home office costs in multi-division organizations
- Handling cross-charge allocations between divisions
- Validating allocation accuracy through traceable journal entries
- Using burden rate simulations to test organizational changes
- Integrating burden calculations into proposal pricing tools
- Managing carryforward and under/over absorption tracking
Module 5: Financial Reporting for DCMA & DCAA Readiness - Generating DCMA Form 1211-compliant financial statements
- Producing certified cost and pricing data reports
- Creating trial balances segmented by contract and cost objective
- Exporting trial balances in audit-ready formats
- Validating general ledger integrity through reconciliation workflows
- Setting up automated reporting schedules for month-end close
- Tracking incurred cost submissions with deadline alerts
- Aligning ledger transactions to FAR cost principles
- Using reporting trees to streamline compliance reviews
- Filtering transactions by allowability, allocability, and reasonableness
- Generating contract-specific income statements
- Preparing for incurred cost audits with pre-audit checklists
- Documenting accounting methodology changes in accordance with CAS
Module 6: Billing & Revenue Recognition for Government Contracts - Configuring billing schedules aligned with contract terms
- Setting up progress payment invoicing with CLIN-level detail
- Generating DD Form 250-compliant billing packages
- Handling fixed price vs. cost-reimbursable invoice logic
- Automating retainage tracking and release triggers
- Integrating earned value data into billing cycles
- Validating billing accuracy against incurred labor and material costs
- Creating recurring billing templates for long-term contracts
- Managing funding exhaustion alerts at the CLIN level
- Tracking provisional billing and final voucher reconciliation
- Handling contract modifications and funding changes in billing modules
- Producing payment history reports for audit defense
- Syncing Deltek billing with federal payment portals
Module 7: Integration with GovWin & Proposal Intelligence - Linking Deltek financial data to GovWin opportunity tracking
- Leveraging historical performance data in capture planning
- Using past cost rates to improve proposal competitiveness
- Mapping opportunity win probability to resource planning
- Integrating past performance metrics into capture strategy
- Aligning proposal timelines with internal cost modeling
- Accessing market intelligence to inform bid/no-bid decisions
- Tracking competitor pricing trends within your sector
- Building compliance checklists for pre-RFP review
- Using GovWin to forecast pipeline strength and staffing needs
- Validating capture assumptions with Deltek financial realities
Module 8: Subcontractor Management & Flow-Down Compliance - Setting up subcontractor records with proper certifications
- Automating flow-down of clauses to lower-tier contractors
- Monitoring subcontractor compliance with FAR requirements
- Requiring subcontractor incurred cost submissions
- Tracking subcontractor performance and deliverables
- Validating subcontractor billing against prime contract terms
- Integrating subcontractor labor reporting with prime accounting
- Handling CAS flow-downs to significant subcontractors
- Using compliance checklists for subcontractor onboarding
- Creating audit trails for subcontractor oversight
- Managing indemnification and insurance requirements
Module 9: Audit Preparation & Defense Strategies - Building a pre-audit readiness checklist in Deltek
- Generating audit trail reports for every financial action
- Documenting changes to accounting policies and system setup
- Preparing for DCAA desk audits with targeted exports
- Simulating on-site audit walkthroughs using system logs
- Responding to audit findings with data-driven corrections
- Using notes and attachments to reinforce transaction legitimacy
- Training staff on audit communication protocols
- Securing access logs and change histories to prevent tampering claims
- Creating defensible timekeeping audit packages
- Archiving completed contract data for seven-year retention
- Conducting internal mock audits using Deltek reporting tools
Module 10: Advanced Forecasting & Strategic Financial Modeling - Building multi-year financial projections using Deltek data
- Forecasting indirect rate trends based on organizational growth
- Modeling the impact of new hires on G&A burden
- Testing acquisition scenarios using cost simulation tools
- Projecting funding burn rates at the contract level
- Creating what-if scenarios for contract wins and losses
- Aligning headcount planning with labor category demands
- Integrating revenue forecasts with cash flow planning
- Generating board-ready financial dashboards
- Exporting strategic models to executive summaries
- Using forecasting to strengthen recompetes and extensions
Module 11: Data Integrity & System Governance - Establishing change control protocols for Deltek configuration
- Documenting all system modifications for audit defense
- Assigning governance roles: financial officer, system admin, compliance lead
- Scheduling routine data validation sweeps
- Using reconciling items reports to identify anomalies
- Preventing duplicate or misclassified transactions
- Implementing monthly control checklists
- Training staff on data entry best practices
- Setting up exception reporting for unusual activity
- Conducting quarterly system health reviews
- Creating backup and recovery protocols for financial data
Module 12: Customization & Automation for Efficiency - Configuring automated journal entries for recurring allocations
- Setting up workflow approvals for expense entries
- Creating custom reports using Deltek report writer tools
- Designing role-specific report templates for managers
- Automating month-end close sequences
- Using calculated fields to enhance financial visibility
- Integrating conditional logic into data validation rules
- Building alerts for threshold breaches and deadlines
- Customizing dashboard metrics for executive oversight
- Using scripting to reduce manual reconciliation work
- Testing customizations in a sandbox environment
Module 13: Earned Value Management (EVM) Integration - Setting up EVM work packages tied to contract deliverables
- Defining performance measurement baselines in Deltek
- Linking actual labor to planned value tracking
- Generating CPI and SPI metrics from project data
- Forecasting EAC and VAC using built-in tools
- Reporting EVM data in formats required by DCMA
- Aligning time entry with EVMS task codes
- Validating EVM data integrity across cost and schedule
- Integrating subcontractor EVM reporting
- Training project managers on EVM compliance workflows
Module 14: Security, Access, & Role-Based Controls - Designing role-based access to protect sensitive data
- Restricting access by contract classification and clearance level
- Setting up two-factor authentication for admin access
- Generating user activity logs for compliance reviews
- Implementing segregation of duties across finance roles
- Reviewing access permissions quarterly for compliance
- Handling contractor and temporary user provisioning
- Creating audit-only access for internal and external reviewers
- Defining approval hierarchies for financial transactions
- Setting up data encryption for offsite access
Module 15: Certification & Career Advancement - Completing the final certification assessment
- Submitting a real-world case study using your organization’s data
- Receiving expert feedback on your implementation plan
- Earning your Certificate of Completion from The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Using the certificate in promotion packages and interviews
- Accessing exclusive post-course resources and templates
- Joining the alumni network of government contracting experts
- Receiving invitations to advanced roundtables and briefings
- Updating your certificate with new module completions
- Accessing career advancement guides for CMO, CFO, and COO roles
- Getting recommendations for next-step certifications
- Leveraging the credential in government audit defense
- Using the certification to strengthen your firm’s proposal qualifications
- Generating DCMA Form 1211-compliant financial statements
- Producing certified cost and pricing data reports
- Creating trial balances segmented by contract and cost objective
- Exporting trial balances in audit-ready formats
- Validating general ledger integrity through reconciliation workflows
- Setting up automated reporting schedules for month-end close
- Tracking incurred cost submissions with deadline alerts
- Aligning ledger transactions to FAR cost principles
- Using reporting trees to streamline compliance reviews
- Filtering transactions by allowability, allocability, and reasonableness
- Generating contract-specific income statements
- Preparing for incurred cost audits with pre-audit checklists
- Documenting accounting methodology changes in accordance with CAS
Module 6: Billing & Revenue Recognition for Government Contracts - Configuring billing schedules aligned with contract terms
- Setting up progress payment invoicing with CLIN-level detail
- Generating DD Form 250-compliant billing packages
- Handling fixed price vs. cost-reimbursable invoice logic
- Automating retainage tracking and release triggers
- Integrating earned value data into billing cycles
- Validating billing accuracy against incurred labor and material costs
- Creating recurring billing templates for long-term contracts
- Managing funding exhaustion alerts at the CLIN level
- Tracking provisional billing and final voucher reconciliation
- Handling contract modifications and funding changes in billing modules
- Producing payment history reports for audit defense
- Syncing Deltek billing with federal payment portals
Module 7: Integration with GovWin & Proposal Intelligence - Linking Deltek financial data to GovWin opportunity tracking
- Leveraging historical performance data in capture planning
- Using past cost rates to improve proposal competitiveness
- Mapping opportunity win probability to resource planning
- Integrating past performance metrics into capture strategy
- Aligning proposal timelines with internal cost modeling
- Accessing market intelligence to inform bid/no-bid decisions
- Tracking competitor pricing trends within your sector
- Building compliance checklists for pre-RFP review
- Using GovWin to forecast pipeline strength and staffing needs
- Validating capture assumptions with Deltek financial realities
Module 8: Subcontractor Management & Flow-Down Compliance - Setting up subcontractor records with proper certifications
- Automating flow-down of clauses to lower-tier contractors
- Monitoring subcontractor compliance with FAR requirements
- Requiring subcontractor incurred cost submissions
- Tracking subcontractor performance and deliverables
- Validating subcontractor billing against prime contract terms
- Integrating subcontractor labor reporting with prime accounting
- Handling CAS flow-downs to significant subcontractors
- Using compliance checklists for subcontractor onboarding
- Creating audit trails for subcontractor oversight
- Managing indemnification and insurance requirements
Module 9: Audit Preparation & Defense Strategies - Building a pre-audit readiness checklist in Deltek
- Generating audit trail reports for every financial action
- Documenting changes to accounting policies and system setup
- Preparing for DCAA desk audits with targeted exports
- Simulating on-site audit walkthroughs using system logs
- Responding to audit findings with data-driven corrections
- Using notes and attachments to reinforce transaction legitimacy
- Training staff on audit communication protocols
- Securing access logs and change histories to prevent tampering claims
- Creating defensible timekeeping audit packages
- Archiving completed contract data for seven-year retention
- Conducting internal mock audits using Deltek reporting tools
Module 10: Advanced Forecasting & Strategic Financial Modeling - Building multi-year financial projections using Deltek data
- Forecasting indirect rate trends based on organizational growth
- Modeling the impact of new hires on G&A burden
- Testing acquisition scenarios using cost simulation tools
- Projecting funding burn rates at the contract level
- Creating what-if scenarios for contract wins and losses
- Aligning headcount planning with labor category demands
- Integrating revenue forecasts with cash flow planning
- Generating board-ready financial dashboards
- Exporting strategic models to executive summaries
- Using forecasting to strengthen recompetes and extensions
Module 11: Data Integrity & System Governance - Establishing change control protocols for Deltek configuration
- Documenting all system modifications for audit defense
- Assigning governance roles: financial officer, system admin, compliance lead
- Scheduling routine data validation sweeps
- Using reconciling items reports to identify anomalies
- Preventing duplicate or misclassified transactions
- Implementing monthly control checklists
- Training staff on data entry best practices
- Setting up exception reporting for unusual activity
- Conducting quarterly system health reviews
- Creating backup and recovery protocols for financial data
Module 12: Customization & Automation for Efficiency - Configuring automated journal entries for recurring allocations
- Setting up workflow approvals for expense entries
- Creating custom reports using Deltek report writer tools
- Designing role-specific report templates for managers
- Automating month-end close sequences
- Using calculated fields to enhance financial visibility
- Integrating conditional logic into data validation rules
- Building alerts for threshold breaches and deadlines
- Customizing dashboard metrics for executive oversight
- Using scripting to reduce manual reconciliation work
- Testing customizations in a sandbox environment
Module 13: Earned Value Management (EVM) Integration - Setting up EVM work packages tied to contract deliverables
- Defining performance measurement baselines in Deltek
- Linking actual labor to planned value tracking
- Generating CPI and SPI metrics from project data
- Forecasting EAC and VAC using built-in tools
- Reporting EVM data in formats required by DCMA
- Aligning time entry with EVMS task codes
- Validating EVM data integrity across cost and schedule
- Integrating subcontractor EVM reporting
- Training project managers on EVM compliance workflows
Module 14: Security, Access, & Role-Based Controls - Designing role-based access to protect sensitive data
- Restricting access by contract classification and clearance level
- Setting up two-factor authentication for admin access
- Generating user activity logs for compliance reviews
- Implementing segregation of duties across finance roles
- Reviewing access permissions quarterly for compliance
- Handling contractor and temporary user provisioning
- Creating audit-only access for internal and external reviewers
- Defining approval hierarchies for financial transactions
- Setting up data encryption for offsite access
Module 15: Certification & Career Advancement - Completing the final certification assessment
- Submitting a real-world case study using your organization’s data
- Receiving expert feedback on your implementation plan
- Earning your Certificate of Completion from The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Using the certificate in promotion packages and interviews
- Accessing exclusive post-course resources and templates
- Joining the alumni network of government contracting experts
- Receiving invitations to advanced roundtables and briefings
- Updating your certificate with new module completions
- Accessing career advancement guides for CMO, CFO, and COO roles
- Getting recommendations for next-step certifications
- Leveraging the credential in government audit defense
- Using the certification to strengthen your firm’s proposal qualifications
- Linking Deltek financial data to GovWin opportunity tracking
- Leveraging historical performance data in capture planning
- Using past cost rates to improve proposal competitiveness
- Mapping opportunity win probability to resource planning
- Integrating past performance metrics into capture strategy
- Aligning proposal timelines with internal cost modeling
- Accessing market intelligence to inform bid/no-bid decisions
- Tracking competitor pricing trends within your sector
- Building compliance checklists for pre-RFP review
- Using GovWin to forecast pipeline strength and staffing needs
- Validating capture assumptions with Deltek financial realities
Module 8: Subcontractor Management & Flow-Down Compliance - Setting up subcontractor records with proper certifications
- Automating flow-down of clauses to lower-tier contractors
- Monitoring subcontractor compliance with FAR requirements
- Requiring subcontractor incurred cost submissions
- Tracking subcontractor performance and deliverables
- Validating subcontractor billing against prime contract terms
- Integrating subcontractor labor reporting with prime accounting
- Handling CAS flow-downs to significant subcontractors
- Using compliance checklists for subcontractor onboarding
- Creating audit trails for subcontractor oversight
- Managing indemnification and insurance requirements
Module 9: Audit Preparation & Defense Strategies - Building a pre-audit readiness checklist in Deltek
- Generating audit trail reports for every financial action
- Documenting changes to accounting policies and system setup
- Preparing for DCAA desk audits with targeted exports
- Simulating on-site audit walkthroughs using system logs
- Responding to audit findings with data-driven corrections
- Using notes and attachments to reinforce transaction legitimacy
- Training staff on audit communication protocols
- Securing access logs and change histories to prevent tampering claims
- Creating defensible timekeeping audit packages
- Archiving completed contract data for seven-year retention
- Conducting internal mock audits using Deltek reporting tools
Module 10: Advanced Forecasting & Strategic Financial Modeling - Building multi-year financial projections using Deltek data
- Forecasting indirect rate trends based on organizational growth
- Modeling the impact of new hires on G&A burden
- Testing acquisition scenarios using cost simulation tools
- Projecting funding burn rates at the contract level
- Creating what-if scenarios for contract wins and losses
- Aligning headcount planning with labor category demands
- Integrating revenue forecasts with cash flow planning
- Generating board-ready financial dashboards
- Exporting strategic models to executive summaries
- Using forecasting to strengthen recompetes and extensions
Module 11: Data Integrity & System Governance - Establishing change control protocols for Deltek configuration
- Documenting all system modifications for audit defense
- Assigning governance roles: financial officer, system admin, compliance lead
- Scheduling routine data validation sweeps
- Using reconciling items reports to identify anomalies
- Preventing duplicate or misclassified transactions
- Implementing monthly control checklists
- Training staff on data entry best practices
- Setting up exception reporting for unusual activity
- Conducting quarterly system health reviews
- Creating backup and recovery protocols for financial data
Module 12: Customization & Automation for Efficiency - Configuring automated journal entries for recurring allocations
- Setting up workflow approvals for expense entries
- Creating custom reports using Deltek report writer tools
- Designing role-specific report templates for managers
- Automating month-end close sequences
- Using calculated fields to enhance financial visibility
- Integrating conditional logic into data validation rules
- Building alerts for threshold breaches and deadlines
- Customizing dashboard metrics for executive oversight
- Using scripting to reduce manual reconciliation work
- Testing customizations in a sandbox environment
Module 13: Earned Value Management (EVM) Integration - Setting up EVM work packages tied to contract deliverables
- Defining performance measurement baselines in Deltek
- Linking actual labor to planned value tracking
- Generating CPI and SPI metrics from project data
- Forecasting EAC and VAC using built-in tools
- Reporting EVM data in formats required by DCMA
- Aligning time entry with EVMS task codes
- Validating EVM data integrity across cost and schedule
- Integrating subcontractor EVM reporting
- Training project managers on EVM compliance workflows
Module 14: Security, Access, & Role-Based Controls - Designing role-based access to protect sensitive data
- Restricting access by contract classification and clearance level
- Setting up two-factor authentication for admin access
- Generating user activity logs for compliance reviews
- Implementing segregation of duties across finance roles
- Reviewing access permissions quarterly for compliance
- Handling contractor and temporary user provisioning
- Creating audit-only access for internal and external reviewers
- Defining approval hierarchies for financial transactions
- Setting up data encryption for offsite access
Module 15: Certification & Career Advancement - Completing the final certification assessment
- Submitting a real-world case study using your organization’s data
- Receiving expert feedback on your implementation plan
- Earning your Certificate of Completion from The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Using the certificate in promotion packages and interviews
- Accessing exclusive post-course resources and templates
- Joining the alumni network of government contracting experts
- Receiving invitations to advanced roundtables and briefings
- Updating your certificate with new module completions
- Accessing career advancement guides for CMO, CFO, and COO roles
- Getting recommendations for next-step certifications
- Leveraging the credential in government audit defense
- Using the certification to strengthen your firm’s proposal qualifications
- Building a pre-audit readiness checklist in Deltek
- Generating audit trail reports for every financial action
- Documenting changes to accounting policies and system setup
- Preparing for DCAA desk audits with targeted exports
- Simulating on-site audit walkthroughs using system logs
- Responding to audit findings with data-driven corrections
- Using notes and attachments to reinforce transaction legitimacy
- Training staff on audit communication protocols
- Securing access logs and change histories to prevent tampering claims
- Creating defensible timekeeping audit packages
- Archiving completed contract data for seven-year retention
- Conducting internal mock audits using Deltek reporting tools
Module 10: Advanced Forecasting & Strategic Financial Modeling - Building multi-year financial projections using Deltek data
- Forecasting indirect rate trends based on organizational growth
- Modeling the impact of new hires on G&A burden
- Testing acquisition scenarios using cost simulation tools
- Projecting funding burn rates at the contract level
- Creating what-if scenarios for contract wins and losses
- Aligning headcount planning with labor category demands
- Integrating revenue forecasts with cash flow planning
- Generating board-ready financial dashboards
- Exporting strategic models to executive summaries
- Using forecasting to strengthen recompetes and extensions
Module 11: Data Integrity & System Governance - Establishing change control protocols for Deltek configuration
- Documenting all system modifications for audit defense
- Assigning governance roles: financial officer, system admin, compliance lead
- Scheduling routine data validation sweeps
- Using reconciling items reports to identify anomalies
- Preventing duplicate or misclassified transactions
- Implementing monthly control checklists
- Training staff on data entry best practices
- Setting up exception reporting for unusual activity
- Conducting quarterly system health reviews
- Creating backup and recovery protocols for financial data
Module 12: Customization & Automation for Efficiency - Configuring automated journal entries for recurring allocations
- Setting up workflow approvals for expense entries
- Creating custom reports using Deltek report writer tools
- Designing role-specific report templates for managers
- Automating month-end close sequences
- Using calculated fields to enhance financial visibility
- Integrating conditional logic into data validation rules
- Building alerts for threshold breaches and deadlines
- Customizing dashboard metrics for executive oversight
- Using scripting to reduce manual reconciliation work
- Testing customizations in a sandbox environment
Module 13: Earned Value Management (EVM) Integration - Setting up EVM work packages tied to contract deliverables
- Defining performance measurement baselines in Deltek
- Linking actual labor to planned value tracking
- Generating CPI and SPI metrics from project data
- Forecasting EAC and VAC using built-in tools
- Reporting EVM data in formats required by DCMA
- Aligning time entry with EVMS task codes
- Validating EVM data integrity across cost and schedule
- Integrating subcontractor EVM reporting
- Training project managers on EVM compliance workflows
Module 14: Security, Access, & Role-Based Controls - Designing role-based access to protect sensitive data
- Restricting access by contract classification and clearance level
- Setting up two-factor authentication for admin access
- Generating user activity logs for compliance reviews
- Implementing segregation of duties across finance roles
- Reviewing access permissions quarterly for compliance
- Handling contractor and temporary user provisioning
- Creating audit-only access for internal and external reviewers
- Defining approval hierarchies for financial transactions
- Setting up data encryption for offsite access
Module 15: Certification & Career Advancement - Completing the final certification assessment
- Submitting a real-world case study using your organization’s data
- Receiving expert feedback on your implementation plan
- Earning your Certificate of Completion from The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Using the certificate in promotion packages and interviews
- Accessing exclusive post-course resources and templates
- Joining the alumni network of government contracting experts
- Receiving invitations to advanced roundtables and briefings
- Updating your certificate with new module completions
- Accessing career advancement guides for CMO, CFO, and COO roles
- Getting recommendations for next-step certifications
- Leveraging the credential in government audit defense
- Using the certification to strengthen your firm’s proposal qualifications
- Establishing change control protocols for Deltek configuration
- Documenting all system modifications for audit defense
- Assigning governance roles: financial officer, system admin, compliance lead
- Scheduling routine data validation sweeps
- Using reconciling items reports to identify anomalies
- Preventing duplicate or misclassified transactions
- Implementing monthly control checklists
- Training staff on data entry best practices
- Setting up exception reporting for unusual activity
- Conducting quarterly system health reviews
- Creating backup and recovery protocols for financial data
Module 12: Customization & Automation for Efficiency - Configuring automated journal entries for recurring allocations
- Setting up workflow approvals for expense entries
- Creating custom reports using Deltek report writer tools
- Designing role-specific report templates for managers
- Automating month-end close sequences
- Using calculated fields to enhance financial visibility
- Integrating conditional logic into data validation rules
- Building alerts for threshold breaches and deadlines
- Customizing dashboard metrics for executive oversight
- Using scripting to reduce manual reconciliation work
- Testing customizations in a sandbox environment
Module 13: Earned Value Management (EVM) Integration - Setting up EVM work packages tied to contract deliverables
- Defining performance measurement baselines in Deltek
- Linking actual labor to planned value tracking
- Generating CPI and SPI metrics from project data
- Forecasting EAC and VAC using built-in tools
- Reporting EVM data in formats required by DCMA
- Aligning time entry with EVMS task codes
- Validating EVM data integrity across cost and schedule
- Integrating subcontractor EVM reporting
- Training project managers on EVM compliance workflows
Module 14: Security, Access, & Role-Based Controls - Designing role-based access to protect sensitive data
- Restricting access by contract classification and clearance level
- Setting up two-factor authentication for admin access
- Generating user activity logs for compliance reviews
- Implementing segregation of duties across finance roles
- Reviewing access permissions quarterly for compliance
- Handling contractor and temporary user provisioning
- Creating audit-only access for internal and external reviewers
- Defining approval hierarchies for financial transactions
- Setting up data encryption for offsite access
Module 15: Certification & Career Advancement - Completing the final certification assessment
- Submitting a real-world case study using your organization’s data
- Receiving expert feedback on your implementation plan
- Earning your Certificate of Completion from The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Using the certificate in promotion packages and interviews
- Accessing exclusive post-course resources and templates
- Joining the alumni network of government contracting experts
- Receiving invitations to advanced roundtables and briefings
- Updating your certificate with new module completions
- Accessing career advancement guides for CMO, CFO, and COO roles
- Getting recommendations for next-step certifications
- Leveraging the credential in government audit defense
- Using the certification to strengthen your firm’s proposal qualifications
- Setting up EVM work packages tied to contract deliverables
- Defining performance measurement baselines in Deltek
- Linking actual labor to planned value tracking
- Generating CPI and SPI metrics from project data
- Forecasting EAC and VAC using built-in tools
- Reporting EVM data in formats required by DCMA
- Aligning time entry with EVMS task codes
- Validating EVM data integrity across cost and schedule
- Integrating subcontractor EVM reporting
- Training project managers on EVM compliance workflows
Module 14: Security, Access, & Role-Based Controls - Designing role-based access to protect sensitive data
- Restricting access by contract classification and clearance level
- Setting up two-factor authentication for admin access
- Generating user activity logs for compliance reviews
- Implementing segregation of duties across finance roles
- Reviewing access permissions quarterly for compliance
- Handling contractor and temporary user provisioning
- Creating audit-only access for internal and external reviewers
- Defining approval hierarchies for financial transactions
- Setting up data encryption for offsite access
Module 15: Certification & Career Advancement - Completing the final certification assessment
- Submitting a real-world case study using your organization’s data
- Receiving expert feedback on your implementation plan
- Earning your Certificate of Completion from The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Using the certificate in promotion packages and interviews
- Accessing exclusive post-course resources and templates
- Joining the alumni network of government contracting experts
- Receiving invitations to advanced roundtables and briefings
- Updating your certificate with new module completions
- Accessing career advancement guides for CMO, CFO, and COO roles
- Getting recommendations for next-step certifications
- Leveraging the credential in government audit defense
- Using the certification to strengthen your firm’s proposal qualifications
- Completing the final certification assessment
- Submitting a real-world case study using your organization’s data
- Receiving expert feedback on your implementation plan
- Earning your Certificate of Completion from The Art of Service
- Adding your credential to LinkedIn and professional profiles
- Using the certificate in promotion packages and interviews
- Accessing exclusive post-course resources and templates
- Joining the alumni network of government contracting experts
- Receiving invitations to advanced roundtables and briefings
- Updating your certificate with new module completions
- Accessing career advancement guides for CMO, CFO, and COO roles
- Getting recommendations for next-step certifications
- Leveraging the credential in government audit defense
- Using the certification to strengthen your firm’s proposal qualifications