Costpoint Online Help

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Install the Costpoint Word Template Add In

This topic explains how to install the Word template add-in.

The Costpoint Word Template add-in is available on DSM.

Note: If you are using Deltek Cloud, see KB Article 96574: "How to download the Costpoint Word Template Add In." The KB article, available on the Deltek Support Center (https:// deltek.custhelp.com), includes the required installation file and installation instructions.

The add-in works on the Windows version of Microsoft© Word Desktop version 2013 and higher (not Office 365 or Mac versions). You must have full rights to the folder where the metadata definition is stored. The default is C:\Program Data\Deltek\Costpoint\CPWordAddIn.

To download the Costpoint Word Template add-in file:

  1. In DSM, locate and save the DeltekCostpointwordTemplateAddIn_Build01.exe file to your desktop.
  2. On your desktop, right-click the file and click Install.
    Select all the defaults in the installation wizard.
  3. Launch Microsoft© Word.
    The Costpoint Word Template Add In Setup Wizard displays. You are only prompted for the initial install.

  4. Click Next and accept the defaults to complete the setup wizard.
  5. After the setup is complete, click File > Options in MS Word.
  6. In the Word Options window, click Add-Ins in the left pane.
  7. In the Manage list, select COM Add-ins, and then click Go.

  8. In the COM Add-Ins window, select the Costpoint Word Template Add In check box, and then click OK.

    The Costpoint add-in tab is now visible in the Word ribbon.