Deltek Costpoint Private AI Layer Blueprint Generator
This generator turns a few inputs about your Deltek Costpoint environment into a structured architecture plan for a private, on-prem AI assistant. It covers components, security controls, a three-phase rollout and questions for IT, ready to export and share.
Fill in
Deltek Costpoint Private AI Layer Blueprint Generator
Private AI Layer Architecture Plan: Deltek Costpoint
Company: Acme Precision Ltd Deltek Costpoint version: Costpoint 7.1 Database: SQL Server Hosting: on-prem server Named users: 400 across 2 site(s) Target go-live: 2027-03-01
1. Context and goal
Acme Precision Ltd runs Deltek Costpoint and wants an AI assistant that answers questions and drafts work without moving data off its own infrastructure. The assistant is read-only by default and shows the query or API call behind each answer.
Main use cases: Order and stock status questions, shortage summaries, supplier email drafts, and answers from procedures and certificates.
Typical Costpoint questions cover project cost to date, funding remaining, labor by project and variance explanations, and many answers cite long contract or policy documents.
2. Components
| Component | Design for Deltek Costpoint | Notes |
|---|---|---|
| Data access path | Read-only replica with an ai_read view schema over PROJ, ORG, ACCT and ledger summary tables; Costpoint web services for single records | Views built from your own data dictionary |
| Retrieval index | Vector and keyword index over contracts, SOWs, rate approvals and policies inside the same boundary | Access controls copied as metadata |
| Model serving | vLLM or Ollama on 1 x 48 GB GPU, hosted on-prem server | Model sized for 400 named users |
| Tool server | Named read tools; drafts only for anything that touches accounting | No model-posted entries |
| Identity and permissions | Directory user mapped to Costpoint user; organization and project access applied | Labor and personnel data restricted |
| Audit | Prompt, tool call, SQL or web service request, answer, approver | Retained inside the boundary and available to assessors |
3. Security controls mapped to your inputs
| Requirement from your inputs | Control | Verification |
|---|---|---|
| Data that must never leave the site: Customer pricing, drawings, personnel data and any export controlled or contract data. | Model and index run on-prem server; no outbound inference calls; egress blocked at the gateway | Firewall rule review and test with outbound traffic blocked |
| Named users: 400 | Directory sign-in; every call carries the asking user; rights applied as filters or by the system API | Test with users of different rights and confirm different answers |
| Database: SQL Server | Read-only replica or reporting copy; no write access for the assistant account | Attempt a write with the assistant login and confirm it fails |
| Sites: 2 | Site and company limits applied to every tool call | Cross-site test queries |
| Writes | Only via supported APIs with named human approval; no direct database writes | Review the approval log for a sample period |
4. Three-phase rollout
| Phase | Scope | Exit criteria |
|---|---|---|
| Phase 1: read-only | Questions on core transactions, with the query shown. Pilot group first. GPU: 1 x 48 GB GPU. | Answer accuracy checked against reports on a sample set; no permission leaks |
| Phase 2: drafts | Draft emails, summaries and transaction payloads; nothing sent or posted automatically. | Users accept most drafts with light edits; audit log complete |
| Phase 3: approved actions | Narrow set of low-risk actions through supported APIs with approvers. Accounting entries are never posted by the model; drafts are submitted by a person through standard screens or import interfaces. | Rollback procedure tested; approvers named per action |
5. Open questions for IT
1. Which environments and companies or folders are in scope? 2. Can a read-only replica be created on SQL Server, and who owns it? 3. Which directory provides identity, and how are users mapped to Deltek Costpoint users? 4. Where do documents and attachments live, and who controls their permissions? 5. Is 1 x 48 GB GPU confirmed, and who hosts and patches the model server? 6. Which logs go to the SIEM, and how long are they kept? 7. Who approves each write action, and what is the rollback plan? 8. Does the plan need to be added to a security or compliance boundary before go-live on 2027-03-01?
Approvals
Planning document, not a design guarantee. Model size, GPU count and index size must be validated with your own prompts and data. Verify table, API and version details against your Deltek Costpoint documentation.
Review my Deltek Costpoint AI blueprint
Send your generated plan for an optional expert review against your Deltek Costpoint environment. The tool works fully without it.
Optional. The tool and every export work without this. No spam.
How to use it
Fill in the company name, your Deltek Costpoint version, database engine, hosting model, user and site counts, the main use cases, and the data that must stay on site. Pick the GPU you have or expect to buy, set a target go-live date, and the document updates as you type. Export to PDF or Word and circulate to IT, security and the business owner before any build starts.
- Be specific in the never-leave field; it drives the security table.
- Use the open questions section as an agenda for the first IT meeting.
- Re-generate after each decision so the plan stays current.
The design behind the plan
The plan follows a common pattern: a read-only copy of the data, a retrieval index over documents, a tool server that exposes only approved read actions, an open-weight model served locally with vLLM or Ollama, and an audit log. Deltek Costpoint-specific choices are in the components table, including how to read records and how to apply user permissions.
How to read the result
Treat the components table as the technical scope and the security table as the acceptance test list. The rollout table is deliberately cautious: phase 1 is read-only, phase 2 is drafts, and only phase 3 touches transactions. If your organisation is not ready for phase 3, stopping after phase 2 still delivers real value.
Common mistakes
Skipping identity mapping, giving the assistant a broad service account, letting the model compose free-form SQL, and planning hardware before measuring prompts are the usual failures. Another is treating the model as an authority on arithmetic; totals should come from queries. The plan encodes the opposite choices.
Frequently Asked Questions
Does this plan require internet access?
No. The design runs the model, index and gateway inside your network. For an air-gapped network, weights and containers are imported on approved media and there is no outbound route.
Is the assistant able to change data in Deltek Costpoint?
Read-only by default. Writes are limited to supported APIs, drafted by the assistant and submitted only after a named person approves them. Direct database writes are excluded.
How accurate are the hardware choices?
They are planning ranges. Use the sizing calculator and then test with your own prompts and document sizes before ordering hardware.
Can I share the output with auditors?
Yes, as a design starting point. It lists controls and verification steps. It does not assert any certification; your own compliance process decides what evidence is required.
Want this plan reviewed against your actual Deltek Costpoint environment? Netray can review the blueprint with your IT team and partner and build the private AI layer on your own servers.
Related Tools
Deltek Costpoint AI Assistant Sizing and Value Calculator
Estimate GPUs, document index size and monthly value for a private AI assistant on Deltek Costpoint. Contract and policy documents often dominate index size, so the document inputs matter here.
On-Prem AIOn-Prem GPU Sizing Calculator for ERP AI
Work out how much GPU memory and how many cards you need to serve an open-weight model to your ERP users on-prem.
On-Prem AIAir-Gapped LLM Deployment Checklist
A practical control checklist for deploying and maintaining large language models in a fully air-gapped environment, from initial staging through ongoing patching and drift detection.
On-Prem AIOn-Prem AI Deployment Checklist
A 30-point pre-deployment checklist covering use cases, hardware, security, model operations, and rollout for self-hosted enterprise LLMs.
More Other ERPs tools
See all- Infor VISUAL Work Order Status and Structure Reference
- Infor VISUAL Manufacturing Scheduling Checklist
- Infor XA (MAPICS) Period End Close Checklist
- Infor VISUAL Database Table Reference
- Infor XA (MAPICS) Application Module Reference
- IBM i Commands for Infor XA Administrators Reference
- Acumatica Generic Inquiry Design Template
- Acumatica Manufacturing Edition Setup Checklist
- Sage X3 Import Template Worksheet
Keep exploring
Free tools
- Deltek Costpoint AI Assistant Sizing and Value CalculatorEstimate GPUs, document index size and monthly value for a private AI assistant on Deltek Costpoint. Contract and policy documents often dominate index size, so the document inputs matter here.
- Sage X3 Private AI Layer Blueprint GeneratorGenerate an architecture plan for adding a private AI assistant to on-prem Sage X3: SQL replica views, Syracuse SData and web services, retrieval, local GPU model, permissions and audit.
- SYSPRO Private AI Layer Blueprint GeneratorGenerate a shareable architecture plan for adding a private, on-prem AI assistant to SYSPRO: read replica, e.net business objects, retrieval index, local model serving, permissions and audit.
ERP fixes and how-tos
- Deltek Costpoint On-Prem AI Architecture for Government ContractorsPrivate AI architecture for on-prem Deltek Costpoint: SQL replica, web services and import interfaces, local GPU model, project permissions, audit and CUI.
- Deltek Costpoint REST API: Documentation, Authentication and ExamplesUsing the Deltek Costpoint REST API: where the documentation lives, how authentication generally works, a request pattern, and pitfalls for integrators.
- Deltek Costpoint Integration Console and Integration OptionsCostpoint integration options explained: web services, import utilities, scheduled files and APIs, how to choose between them, and how to run them safely.
AI on your ERP
- AI for Deltek Costpoint in government contract accountingAI on Deltek Costpoint for timesheets, indirect rates, and incurred cost, grounded on real data and deployed on-prem to keep DCAA-relevant data in house.
- AI for Deltek Costpoint Project Accounting and Billing: Funding, Rates and Invoice QuestionsPrivate AI on Deltek Costpoint project accounting and billing: variance, funding, indirect rates and invoice prep questions answered, read-only, on your servers.
Integrations
- How to add an AI chatbot to Deltek CostpointHow to add an AI chatbot to Deltek Costpoint: a grounded assistant for finance, contracts and program managers, running on-prem with open models when needed.
- How to add AI agents to Deltek CostpointHow to add AI agents to Deltek Costpoint: a read-only tool layer over its database or APIs, human approval on every write, and options for on-prem or GovCon cloud.