Deltek Costpoint® GovCon Cloud Moderate Release Notes with Essential Functionality (8.2.4)


Welcome to the Deltek Costpoint 8.2.4 Release Notes, which describe the new features, enhancements, and software corrections introduced in this release.



8.2.x Data Dictionary Updates



Important Notes


This document is a compilation of Costpoint, Costpoint Planning, and Time & Expense enhancements and software defect resolutions from September 2023 (CP Maintenance Releases 8.2.4) and includes any regulatory enhancements.

These will be applied to the Cloud environment mid-October. See announcements on your portal page for details.

Note that the version numbers above (for example, 8.2.4) refer to the Costpoint Maintenance Release (MR) upon which this document is based are for reference only.

If you have feedback or questions, please send an email to DeltekDocumentationFeedback@deltek.com

 

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Regulatory Enhancements


Federal


Calculation of Federal Income Tax Withheld for Forms 1099-NEC and 1099-MISC

Costpoint now automatically calculates Federal Income Tax Withheld for Forms 1099-NEC and 1099-MISC. 

In the previous process, you must manually enter a negative amount for voucher lines which correspond to federal withholding tax, but the negative amounts are not included when calculating the amount for Box 4 of Forms 1099-NEC and 1099-MISC. You must then manually convert the negative amount to a positive amount on the Edit 1099 Information screen for the federal withholding tax to be correctly calculated when you print Forms 1099-NEC and 1099-MISC.

To simplify this process and eliminate manual adjustment, the Create 1099 Information screen has been updated to automatically process and calculate federal withholding tax amounts, and the Print/Create 1099s and Magnetic Media screen has been updated to automatically convert the negative federal withholding tax amounts and display them as positive values when you print 1099 forms or create magnetic media files.

The new 1099 Type, FEDMIS, has also been added to multiple screens for easier identification and tracking of miscellaneous federal withholding tax, while the existing FED type remains for non-employee compensation federal withholding tax.

The following Accounting screens have been updated to support these enhancements.

 

Manage Vendors (APMVEND)

In the 1099s group box, the Print 1099-MISC Form has been renamed to Print 1099 Form, and the new FEDMIS option has been added to the Type drop-down list. 

 

Manage Accounts Payable Vouchers (APMVCHR)

The new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field.

 

Manage Purchase Order Vouchers (POMPOVCH)

On the Account Distribution subtask, the new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field.

 

Manage Vendor History (APMVENDH)

The new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field of the Voucher Line table window.

 

Create 1099 Information (APP1099C)

This screen has been updated to automatically process and calculate federal withholding tax and include them in 1099 reports and printed forms, and to include partial payments, voided or reissued checks, and voucher discounts when calculating the Total 1099 Amount and Total Taxable Amount for the Taxable Entity or Pay Vendor, and Calendar Year you entered.

 

Edit 1099 Information (APM1099)

The new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field of the Edit 1099 Information Detail table window.

 

Print 1099 Edit Report (APR1099E)

This screen has been updated to display the following information on the 1099 Edit Report:

 

Print/Create 1099s and Magnetic Media (APR1099)

When you print 1099s or create magnetic media, Costpoint now uses either the FED or FEDMIS code to populate the 1099 forms or magnetic media, depending on the other options you select. In addition, you can no longer print or create 1099 magnetic media using the old formats and calculation method for calendar years prior to 2023.

The following updates have been applied to the 1099 Types to Include group box to support the new 1099 calculation process when you create a magnetic media with a File Code of NE in the Issuer ‘A’ Record:

The following updates have also been applied to the Print Format group box to support the new 1099 calculation process when you print 1099s:


State


Florida Reemployment Tax Electronic Filing - XML Based on 2023 Version 1.2 Schema

Costpoint now supports Florida’s updated Reemployment Tax XML package, which includes the following changes:

The Create Quarterly SUTA Tax File screen was updated to comply with Florida’s XML requirements.

Note: For more information, refer to:


Washington Paid Family and Medical Leave & WA Cares Fund Reporting

The WA Cares Fund is a new program that gives working Washingtonians access to long-term care coverage when they need it. Workers contribute 0.58% of each paycheck during their working years to be able to access a $36,500 lifetime benefit (adjusted annually for inflation) that can help pay for long-term care services when needed. Workers begin contributing to WA Cares on July 1, 2023, and benefits become available July 1, 2026. To use your benefit, you must meet a contribution requirement as well as a care need requirement.

The Employment Security Department also released the new (v8) CSV (comma-separated value) file specifications and templates. The new file format now includes a field for date of birth. It also added the requirement to not include employees who have zero hours and zero wages.

In relation to state updates, employers are now required to:

Warning: Washington Paid Family & Medical Leave must be set up on either the Manage Deductions screen or the Manage Local Taxes screen, but not on both.

 

Create Quarterly Family and Medical Leave File (LDPPFML)

The application now has the option to generate a quarterly file for Washington PFML and WA Cares.

 

Print Washington State Paid Family & Medical Leave Report (LDRPFML)

The application can now report PFML wages from local taxes and include PFML waived employees.


Enhancements


Admin

Manage Application/Content Links

For mobile devices, you can now make your camera the default source by selecting Set Camera as the Default Source on mobile devices in the Manage Application/Content Links application.


CRM & Contracts

De-Supported: Migrate Activities Toolkit (CTPACTTK)

The Migrate Activities Toolkit application was created to help clients migrate their activity records from the old database table to the new table in Costpoint 8.1. Since the old table does not exist in Costpoint 8.2, this toolkit has been de-supported in Costpoint 8.2.


NAICS Code Updates

The North American Industry Classification System (NAICS) is the standard used to classify businesses and industries for various purposes such as government reporting, statistical analysis, and market research.

NAICS codes are updated once every five years to reflect the changes in the North American economy, with latest updates released in 2022 (see 2022 NAICS Code Changes).

In line with these changes, Deltek provides you a file that you can copy/paste into the Manage NAICS Codes (CTMNAICS) screen and add new NAICS codes to Costpoint. This file includes codes from the Table of Size Standards (https://www.sba.gov/document/support-table-size-standards) with effectivity date of March 17, 2023. For the step-by-step instructions, see the following article:

KB Article 114385

Note: The import instructions apply only if you are in Costpoint 8.2.4 or higher.

If you have not yet upgraded to Costpoint 8.2.4 but want to add the new NAICS codes to your Costpoint database, you will need to perform these extra steps before copying the records:

This feature also adds an effective date to the NAICS code library in Costpoint so that historical records remain intact with the correct information. This can help you accurately classify your business and activities and ensure that you are properly represented in industry data and reports.

Several other updates have been made to Costpoint applications for this enhancement. These are described in the following sections.

 

Manage NAICS Codes (CTMNAICS)

Two fields have been added to this screen:

For codes added through the import file from KB Article 114385, this field is populated with a date of 3/17/2023.

If you change the effective date of an existing record and then save the record, Costpoint displays a message informing you that this action will not update the NAICS code effective date in existing records in vendors, opportunities, contracts, subcontracts, or purchase orders.

A unique record is determined by the NAICS Code and Effective Date combination. You can have multiple records with the same NAICS Code value on this screen as long as they have different effective dates. Similarly, you can have different NAICS Code values with the same effective date.

If the NAICS code is added to Costpoint through the Import GovWin IQ Data process, Costpoint populates this field with the following statement to indicate where the record came from and the date it was imported: “NAICS imported from GovWin IQ on <Date Imported>.”

Both these fields can be left blank.

 

Manage Opportunities (CTMOPP)

Effective Date fields have been added next to the NAICS (primary) and NAICS (supporting) fields on the Status tab of this screen. These fields default to the effective date of the NAICS code selected. If a NAICS code is associated with multiple effective dates, you can use this field to select the record with the desired effective date.

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The Subcontractor Plan subtask on the RFP Info tab has also been modified to include the new NAICS Effective Date field.

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The lookup of the NAICS (primary) and NAICS (supporting) fields has been updated as well to include the following information:

 

Manage Contracts (CTMCNTR)

On the Classification tab, Effective Date fields have also been added next to the NAICS (primary) and NAICS (supporting) fields. If an opportunity is linked to a contract record, values in the NAICS (primary), NAICS (supporting), and Effective Date fields default from the opportunity record if the corresponding fields in the contract record are blank. If the contract fields are not blank, Costpoint will not overwrite the existing values, The NAICS code selected can be replaced, but the description and effective date of the NAICS code cannot be edited on this screen.

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The Subcontractor Plan subtask on the Classification tab has also been modified to include the new NAICS Effective Date field. When an opportunity is linked to a contract, the value in this field defaults from the opportunity’s Subcontractor Plan subtask value if the contract field is blank. If the contract field is not blank, Costpoint will not overwrite the existing value.

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Similar to Manage Opportunities, the lookup of the NAICS (primary) and NAICS (supporting) fields has been updated to include additional information.

 

Manage Subcontracts (CTMSBCNTR)

The same Effective Date fields are now available on the Subcontract Info tab of this screen. If the subcontract is associated with a contract record, the NAICS (primary), NAICS (supporting), and Effective Date values from the contract record will default in the subcontract record if the corresponding fields in the subcontract record are blank. If the subcontract fields are not blank, Costpoint will not overwrite the existing values. The NAICS code selected can be replaced, but the description and effective date of the NAICS code cannot be edited on this screen.

The Effective Date fields are enabled only on new records and read-only for existing records.

[image]

The lookup of the NAICS (primary) and NAICS (supporting) fields now also displays additional details about the NAICS code.

 

Manage Vendors (APMVEND)

To support the 2022 NAICS updates, various enhancements have been applied to the NAICS table window of the Vendor Classification subtask.

You can now use the new Effective Date field to enter or select the effective date for the NAICS code.

The lookup of the NAICS Code field also displays added information, which include NAICS Effective Date, SBA Size Standard (million USD), and SBA Size Standard (Number of Employees).

In addition, the new Large Business checkbox has been added to enable you to specify if your business size exceeds the NAICS code standard for small businesses, and the Notes field has also been updated to allow you to enter up to 4,000 characters.

 

Import GovWin IQ Vendor Data (APPIQVEN)

When you import vendor data from GovWin IQ and the vendor data contains a NAICS code that does not exist in Costpoint, the Import GovWin IQ Vendor Data screen creates a new record for that NAICS code on the Manage NAICS Codes screen and on the NAICS table window of the Vendor Classification subtask on the Manage Vendors screen.

However, since GovWin IQ does not store the effective date of NAICS codes, the Effective Date of the new NAICS code in Costpoint is set to the import date, and the note “NAICS imported from GovWin IQ on [YYYY-MM-DD].” Is inserted in the Notes field of the new NAICS code record.

 

Import Items (AOPITEM), Import Purchase Requisitions (AOPRQPP), Import Purchase Orders (AOPUTLPO)

A new field, NAICS effective date (NAICS_EFF_DT), has been added to the input file. This loads the NAICS code effective date.

 

Manage NAICS Code (PDMNAICS)

You can now enter the effective date of the NAICS Code using the new Effective Date field on the screen.

If the effective date of an existing NAICS code record is changed in Manage NAICS Codes (CTMNAICS), the new effective date will not apply to existing records in vendors, opportunities, contracts, subcontracts, or purchase orders. 

Note: If you are in Costpoint 8.2.4 or higher, you can import a file into this screen and add new NAICS codes to your Costpoint database. This file contains codes from the Table of Size Standards (https://www.sba.gov/document/support-table-size-standards) with an effectivity date of March 17, 2023. Instructions are detailed in the following article: KB Article 114385.

 

Load NAICS Code (PDPNAICS)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the NAICS code record.

In addition, when you populate the NAICS code using the utility, the NAICS code and effective date will be populated depending on the selected source:

 

Manage Parts (PDMPART)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only an active effective date for the NAICS code is allowed to be manually entered/updated.

The same changes apply to the following screens:

 

Manage Purchase Orders (POMMAIN)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only an active effective date for the NAICS code is allowed to be manually entered/updated.

For the PO Header, the NAICS effective date will be loaded from a vendor record if the NAICS code is linked to a vendor. However, if the NAICS code on the PO header is not linked to a PO vendor, then Costpoint will load the latest and active effective date for that NAICS code.

The application now defaults the active and latest NAICS code and effective date based on the item or the miscellaneous charge on the PO line. If the NAICS code and NAICS effective date linked to the item or misc. charge is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

 

Manage Purchase Order Header Information (PPMPOHDR)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only an active effective date for the NAICS code is allowed to be manually entered/updated.

 

Create Purchase Order Change Orders (POMCHNG)

The application copies/loads the active NAICS code and effective date combination from the original record. If the effective date in the original record is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

The same changes apply to the following screens:

 

Manage Simple Purchase Requisitions (PPMQREQ)

The application now defaults the active and latest NAICS code and effective date based on the item or the miscellaneous charge on the requisition line. If the NAICS code and NAICS effective date linked to the item or miscellaneous is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

 

Manage Purchase Requisitions (PPMNTRQ1)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only the active effective date for the NAICS code is allowed to be manually entered/updated.

 

Apply PO Info to Purchase Requisitions (PPMNTRQ2), Apply PO Info to Purchase Requisitions by Line (PPMRQLN)

A new field, NAICS Eff. Date, has been added to the Assign PO and Assign PO - Combine screens to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only the active effective date for the NAICS code is allowed to be manually entered/updated.

 

Create Purchase Orders (PPPGPO)

The application copies/loads the active NAICS code and effective date combination from the original record. If the effective date in the original record is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

 

Convert Provisional Parts to Standard Parts (PDPCONV)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective date. Only the latest and active effective date for the NAICS code is allowed to be manually entered/updated.

 

Compute Material Requirements (PCPMRR)

The application now defaults the active and latest NAICS code and effective date based on the item or the misc. charge on the requisition line. If the NAICS Code and NAICS effective date linked to the item or misc. charge is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

The same changes apply to the following screens:

 

Create Blanket Purchase Order Releases (POMRELS)

When you create purchase order (PO) releases, Costpoint now includes the active NAICS code for the PO header and PO line.

 

Archive Purchase Orders (POPARCH)

The application archives the NAICS code effective date when you archive the purchase order.


Subcontract Closeout

Subcontract closeout occurs when all subcontracting obligations are met, all disputes are settled, and the final payment has been made. It involves finalizing the necessary activities and documentation related to the subcontract to ensure that all the required work has been completed.

As closing a subcontract agreement is an essential part of the subcontracting process, Costpoint now provides you a way to define a configurable subcontract closeout checklist to help you make sure that all items have been reviewed and completed. You will be able to customize your closeout task descriptions and even structure them as questions. You can create multiple closeout formats with varied closeout tasks, depending on the complexity and requirements of the contract type.

This feature will assist you in simplifying the closeout process and track the information needed to close the subcontract in a timelier manner. Two new applications have been created and a new tab has been added to the Manage Subcontracts screen for this enhancement.

 

Manage Subcontract Closeout Descriptions (CTMSCOD)

Use this new screen to view, create, or maintain subcontract closeout descriptions, tasks, or activities that need to be completed when the subcontract closeout is performed.

There are 10 system-defined closeout codes that automatically display on this screen.

Closeout Code

Description

CODESC_00000001

Project Complete

CODESC_00000002

Review of Customer/Government Property

CODESC_00000003

All Mods Executed

CODESC_00000004

Review of Classified Documents

CODESC_00000005

Financial reconciliation Complete

CODESC_00000006

Incurred Cost Submission

CODESC_00000007

Rate Audit Complete

CODESC_00000008

Final Invoice submitted

CODESC_00000009

Final Invoice Paid

CODESC_00000010

Closeout Package Sent

You can also create your own closeout descriptions and even frame them as questions to help you better check or customize your list of subcontract closeout tasks.

Both system- and user-defined closeout codes can be assigned to subcontract closeout formats on the Manage Subcontract Closeout Formats screen, given the code’s Show in Lookup checkbox is selected. Note that once a user-defined closeout code is assigned to a format, you will no longer be able to delete it. Costpoint-defined codes cannot be deleted whether or not they are assigned to a format.

Similarly, descriptions of both system- and user-defined codes can be modified only if the codes have not yet been assigned to a closeout format.

To access this application, go to CRM & Contracts » Contract Management Controls » Contracts/Subcontracts Controls » Manage Subcontract Closeout Descriptions.

 

Manage Subcontract Closeout Formats (CTMSCOFRM)

This new screen allows you to define a format or checklist of tasks, activities, and other information needed for subcontract closeout. You can customize each format depending on the requirements of the contract type.

One Costpoint-defined format (SUB_CO_0001) defaults on this screen, but you can enter additional format records.

In each closeout format, you have to assign at least one closeout code/description before you can save the format record. Up to 10 closeout descriptions can be assigned to a format.

Any closeout format with the Show in Lookup checkbox selected on this screen will be available for selection on the Subcontract Closeout tab of the Manage Subcontracts screen. When you select the closeout format on that tab, the closeout descriptions assigned to the format will display in the Closeout Checklist group box on that tab.

Once a user-defined format is assigned to a subcontract record, you will not be able to delete it. The Costpoint-defined SUB_CO_0001 closeout format also cannot be deleted whether or not it has been used in a subcontract. For both system- and user-defined formats, the description can be edited only if the format has not been associated with a subcontract.

You can open this new screen by clicking CRM & Contracts » Contract Management Controls » Contracts/Subcontracts Controls » Manage Subcontract Closeout Formats.

 

Manage Subcontracts (CTMSBCNTR)

The Subcontract Closeout tab, which enables you to track and complete the closeout tasks and activities associated with the subcontract, has been added to this application.

Some of the actions you can do on this tab include the following:

 

New Database Tables

The following database tables have been created to store data for the new screens and the new tab:


Framework

Enhanced Costpoint Mobile First-Time Launch Experience

Previously, when you launched Costpoint mobile/PWA for the first time, you were prompted to enter the URL of your Costpoint login page. Costpoint now prompts you to accept the Terms and Use of Service upon initial launch. After you accept the terms, you can enter the Costpoint URL to go to the login page or use the new Scan Mobile QR Code option to scan the QR code on the Costpoint Web login page and automatically go to the login screen on your mobile device.  


Framework

When you click Attach on the Application Toolbar and use Camera as the source to attach a document to a record, you can now change the name that Costpoint provides for the document in the File Name field on the Choose File screen.


General

New Left Navigation Menu in Costpoint PWA

Costpoint PWA is now equipped with a new Left Navigation menu for an improved navigation experience. Tap the Collapse/Hide Menu icon at the top-left corner of the screen to access the following menu components:

On the Left Navigation menu, you can also access User Preferences and Costpoint documentation, as well as select a company and log out of Costpoint.


New Right Navigation Menu in Mobile View

The Global Menu in Costpoint PWA was moved to the top-right corner of the screen. Tap the three dots to access Offline Mode, Voice (microphone), and the File, Line, Options, Process, and Help menus.


Materials


Print PO Header NAICS Code Business Size, Size Standards on Purchase Order

You can now save the NAICS Size Standards on the purchase order (PO) header and print the PO header business size and size standards on the PO regardless of the vendor size. This allows the vendor to see their business size and understand the size standards that qualify them for that size. 

 

Configure Purchase Order Print Options (POMPOPTS)

Two new checkboxes have been added to the screen.

 

Manage Purchase Orders (POMMAIN) 

Several fields and checkboxes have been added to the screen. 

 

Print Purchase Orders (PORPPO) 

The following are the changes to the printing of reports:

The same changes apply to the Print Purchase Order Change Orders (PORPCO) screen.

 

Create Blanket Purchase Order Releases (POMRELS)

When you create PO releases, Costpoint now defaults the Blanket PO’s NAICS Code, Effective Date, and SBA size standard.

 

Create Purchase Order Change Orders (POMCHNG)

The application now copies the NAICS effective date and SBA size standards to the record when you create a change order.

 

Archive Purchase Orders (POPARCH)

The application now copies the NAICS effective date and SBA size standards as part of the archived purchase order.

 

View Purchase Order Status (POQSTAT)

The Vendor Classifications group box has been rearranged to include the following fields:

The same changes apply to the View Purchase Order Change Orders (POQCHNG) screen.

 

Import Purchase Orders (AOPUTLPO) 

When the input file is processed, it defaults the SBA size standard for the NAICS code and effective date on the PO header.

 

Create Purchase Orders (PPPGPO)

When Costpoint loads the NAICS Code from the requisition line to the generated purchase order, it will also load the corresponding NAICS effective date and SBA size standards.  

If the given NAICS code and effective date combination in the original record is currently inactive, but there are other active effective dates for the NAICS code, the latest active effective date will be used. 

 

Set Up Company (SYPCOMP) 

Costpoint will copy the default values from Configure Purchase Order Print Options screen for the SBA Size Standard for all business sizes when setting up a new company. 

 

Manage Vendor Returns (RCMRTRN)

Two new fields have been added to the screen.

In addition, when you create a new purchase order, the application defaults the NAICS SBA Size (M USD and No. of Employees) for the NAICS Code and NAICS Eff Date combination.


People

Contribution Direct Charging Update

The Post Payroll Journal application was updated for employers who direct-charge contributions. If any portion of the contribution is not set to be posted to a project, the non-project required posting account assigned on the Manage Deductions screen should be used. This update addresses scenarios where:


Defaulting of User and Login ID on New Employee Records from Deltek Talent Management

Costpoint now provides HR managers an option to allow or not allow the defaulting of an employee’s User ID and Login ID when new employee records are imported from Deltek Talent Management.

To support this new functionality, a Do not default User ID and Login ID for new employees checkbox was added to the Transfer Talent Management Data screen. You can select this checkbox if you do not wish to create a User ID and Login ID for new employees upon import.


Enable Dependent and Beneficiaries Subtasks in Benefits Enrollment and Life Events for Certain System Benefit Types

When the Manage System Benefit Types screen was created, it defaulted and disabled the values for the Dependents Allowed and Beneficiaries Required fields for each system benefit type. Costpoint now expands the functionality of the screen by allowing you to change whether beneficiaries were required or not for Travel Insurance and Personal Accident Insurance system benefit types. The checkboxes will be enabled for Travel Insurance and Personal Accident Insurance system benefit types similar to the OTHER 1 - 9 system benefit types.

 

Manage System Benefit Types (HBMSYSBEN)

 

Manage Benefit Plans (HBMBPSET)

 

Benefits Enrollment (ESMBENENROLL)

 

Life Events/New Hires (ESMLIFEEVENT)


Planning

Advanced Search Updated with NAICS Effective Date

The Advanced Search function in Planning was updated to display the effective dates that can now be associated with NAICS codes in the Manage NAICS Code application of the CRM & Contracts Domain.

Note: For more information about the update to NAICS code effective dates, see “NAICS Code Updates” in these release notes.

This enhancement applies to Advanced Search in the following applications:

When you select a NAICS code from the NAICS field drop-down list on the Advanced Search screen, the date is now included within the description of the code.

In addition, a NAICS Effective Date column was added to the Resources section of the screen.


New Project Revenue Analysis Application

A new Project Revenue Analysis application (Project Budgeting » Top Level (All Projects) Reports) was added that displays revenue for all projects in Planning for the last six periods.

The report can be run for Budgets or EACs and for the following report types:

For the Budget report type, you have the additional option of running the report for future periods instead of previous ones. 

For more information on using this report, see the Online Help for this screen.


New Warning Messages Added to Project Budgets/EACs

The Project Budget/EACs application includes new warning messages that help identify potential issues with Working status budgets and EACs.

Since these are warning messages, you are not required to modify the data in question, but the warning messages identify potential areas of concern, such as issues related to:

To facilitate your review, the application also includes a new Warnings column that displays the number of warnings, as well as a new Warnings subtask that displays the actual messages that occurred.

The new column and subtask display at the top level, in the Project Budget Status section, as well as at the detail level, on both the Hours and Amounts subtasks. For example:


Pending Charges Report Added to Projects Domain

The Pending Charges report was added to the Project Inquiry and Reporting menu in the Projects domain (Projects » Project Inquiry and Reporting » Project Reports/Inquiries » Pending Charges).

In addition, the Planning license requirement for this application was removed so that it can be added for users licensed for Projects.

For example, System Administrators will now see the screen listed under the Application list in Admin » Security » System Security » Manage Users.


Projects

Include Burden Amounts in Supporting Schedules

Previously, supporting schedules did not include burden amounts, which was inconsistent with invoices that combined burden with the direct cost using a generic billing format. For example, if an employee worked 8 hours at a billing rate of $25, and Fringe, Overhead, and G&A were applied at 5%, 10%, and 20%, the invoice will display $277.20 but the supporting schedule will display only $200.00.

The difference of $77.20 is the burden value:

Hours: 8

Billing Rate: $25

Total Labor: $200

With Burden

Fringe

5%

$10

$210

Overhead

10%

$21

$231

G&A

20%

$46.2

$277.20

Now, you have the option to include burden amounts in supporting schedules in order to match the amounts shown in the invoice. This enhancement applies to the following:

Note: This feature is not applicable to unit supporting schedule.

For T&M labor supporting schedules with burden amounts, only transactions with the billing formula RSBFNLBF (Loaded Labor Rate w/Burden w/Fee plus Non-labor w/Burden w/Fee) are included.

Fees and cost of money (COM) amounts are excluded in burdened supporting schedules.

Burden amounts will be included in the total amounts printed on supporting schedules; they will not be displayed in separate lines.

Several Costpoint applications have been updated for this enhancement.

 

Manage Supporting Schedule Formats (BLMSHFRM)

The Include Burden Amounts checkbox has been added to the Show Non-Labor and Show Labor group boxes of this screen. Select the specific checkbox to include burden amounts when you print labor or non-labor supporting schedules.

 

Calculate Standard Bills (BLPGBIL)

This application now computes and allocates burden amounts to cost and labor lines so you can include them in amounts printed on supporting schedules.

The following columns have been added to the BILL_EDIT_DETL table to store the current and previously billed burden amounts that will be allocated to each cost/labor line in the bill:

For non-labor transactions, the application performs the following steps to compute burden amounts:

  1. Sum all transactions with transaction type of B (Burden) by project, account, and organization: Total Burden. Note that fee and COM amounts are excluded from the computation.

  2. Sum all transactions with transaction type of C (Cost) by project, account, and organization: Total Cost.

  3. Divide Total Burden by Total Cost to get Burden Rate %.

  4. Multiply each cost line by Burden Rate % to allocate the total burden amount for the project, account, and organization. These values will populate the new columns in BILL_EDIT_DETL as applicable.

  5. If there is a rounding difference, it will be included in the largest transaction to ensure that the totals are equivalent to the invoice amounts by account.

For labor transactions, Calculate Standard Bills runs the same process, except that transactions with type H (Hours) instead of C are included in the computation.

Note: This application computes and allocates the burden amounts to cost/labor lines regardless of the setting of the Include Burden Amounts checkbox in Manage Supporting Schedule Formats.

 

Print Standard Bills (BLRMBIL)

If you have selected the Include Burden Amounts checkbox in Manage Supporting Schedule Formats and you print supporting schedules (the Supporting Schedules Only or Bills and Supporting Schedules option is selected in Print Standard Bills), the Current Amount and Cumulative Amount columns will include burden amounts in each cost/labor line item of the Supporting Schedule.

 

Post Standard Bills (BLPGEN)

The following columns have been added to the BILL_EDIT_DETL_CUM table:

When you run Post Standard Bills, amounts computed by Calculate Standard Bills and stored in BILL_EDIT_DETL are copied to these new columns in BILL_EDIT_DETL_CUM.


Reports & Analytics

Business Intelligence

Updated Purchase Order Report

The Purchase Order (PO) Report model has been updated to support printing the Vendor UEI number, Contract Number, DPAS Rating, and Rated Order FAR clause on the PO Report.

Improved Administration Package

The new Administration package uses Dynamic Query Mode (DQM), which has several technical benefits that are required to leverage some of the newer BI features. Some examples of these features are dashboards and data modules. You can see the new Administration package in Team Content » Packages. 

To find out more about DQM, see the IBM website.

Repointed Reports that Use the Administration Package

Some reports were repointed to use the new Administration package in Costpoint BI. These reports are: 

Updated Procurement Package

The Procurement package has been updated to include vendor contact information and other query subjects, which include the items in the following table.

Query Subject

Location

Vendor

Vendor Web Site

[[Database Layer].[VEND].[VEND_WEB_SITE]]

Intracompany Vendor

[[Database Layer].[VEND].[IC_VEND_FL]]

Performing Company ID

[[Database Layer].[VEND].[PERF_COMPANY_ID]]

CAGE Code - Vendor

[[Database Layer].[VEND].[CAGE_CD]]

T/C Expense Class

[[Database Layer].[VEND].[TC_EXP_CLS_CD]]

A/P 1099 Type Desc

[[Database Layer].[S_AP_1099_TYPE].[AP_1099_TYPE_DESC]]

Admin Email Address

[[Database Layer].[VEND].[ADMIN_EMAIL]]

Vendor Employee Approval Group

[[Database Layer].[VEND].[VE_APPRVL_GRP_CD]]

GovWin IQ Company ID]

[[Database Layer].[VEND].[GOVWIN_COMP_ID]

GovWin IQ Do Not Refresh (Y/N)

[[Database Layer].[VEND].[GWIQ_REFRESH_FL]]

Avg Rating Percent

[[Database Layer].[VEND].[AVG_RATING_PERCENT]]

Prospective Vendor ID

[[Database Layer].[VEND].[VEND_PROSPECT_ID]]

Specialty

[[Database Layer].[VEND].[VEND_SPCLTY]]

Vendor Classification [13]

8(a) Certified (Y/N)

[[Database Layer].[VEND].[CL_8A_FL]]

AbilityOne Non-Profit Agency (Y/N)

[[Database Layer].[VEND].[CL_ABIL_ONE_FL]]

CMMC Level

[[Database Layer].[VEND].[CMMC_LEVEL]]

Vendor Currencies [7]

 

Currency Cd

[[Database Layer].[VEND_LIMIT_CRNCY].[S_CRNCY_CD]]

Currency Type Cd

[[Database Layer].[VEND_LIMIT_CRNCY].[CRNCY_TYPE_CD]]

Vendor Address [31]

Address Desc Cd

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[ADDR_DC]]

Address Line 1

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[LN_1_ADR]]

Address Line 2

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[LN_2_ADR]]

Address Line 3

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[LN_3_ADR]]

City Name

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[CITY_NAME]]

Mail State

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[MAIL_STATE_DC]]

Postal Cd

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[POSTAL_CD]]

Country Cd

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[COUNTRY_CD]]

Sales Tax Cd

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[SALES_TAX_CD]]

Shipping ID

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[SHIP_ID]]

Payment Address

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[S_PMT_ADDR_CD]]

Order Address

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[S_ORD_ADDR_CD]]

Phone Number - Vendor Address

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[PHONE_ID]]

Fax Number - Vendor Address

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[FAX_ID]]

Other Phone Number - Vendor Address

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[OTH_PHONE_ID]]

Bank Account ID

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[BANK_ACCT_ID_S]]

Bank ABA Number

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[BANK_ABA_NO]]

ACH Trans

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[S_ACH_TRN_CD]]

Active (Y/N)

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[ACTIVE_FL]]

Bank Account Ref Cd

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[BANK_ACCT_REF_CD]]

EFT Payment Cd

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[EFT_PMT_CD]]

eMail - Vendor Address

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[EMAIL_ID]]

IBAN Cd

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[IBAN_CD]]

Print EFT (Y/N)

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[PRINT_EFT_FL]]

Congressional District Code

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[CONGRESS_DISTRICT]]

EFT Active Flag - Non-US Bank (Y/N)

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[NON_US_ACTIVE_FL]]

Non US Bank ID

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[NON_US_BANK_ID]]

Intermediary Bank ID

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[IB_BANK_ID]]

SWIFT Code

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[SWIFT_CD]]

UEI Number

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[UEI_NO]]

CAGE Code

[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[CAGE_CD]]

Vendor Address Contact [9]

Sequence Number

[[Database Layer].[VEND_ADDR_CNTACT].[SEQ_NO]]

Contact Last Name

[[Database Layer].[VEND_ADDR_CNTACT].[CNTACT_LAST_NAME]]

Contact First Name

[[Database Layer].[VEND_ADDR_CNTACT].[CNTACT_FIRST_NAME]]

Contact Title

[[Database Layer].[VEND_ADDR_CNTACT].[CNTACT_TITLE_NAME]]

Phone Number - Vendor Address Contact

[[Database Layer].[VEND_ADDR_CNTACT].[PHONE_ID]]

Fax Number - Vendor Address Contact

[[Database Layer].[VEND_ADDR_CNTACT].[FAX_ID]]

Other Phone Number - Vendor Address Contact

[[Database Layer].[VEND_ADDR_CNTACT].[OTH_PHONE_ID]]

Notes

[[Database Layer].[VEND_ADDR_CNTACT].[NOTES]]

eMail - Vendor Address Contact

[[Database Layer].[VEND_ADDR_CNTACT].[EMAIL_ID]]

Beginning Balance and Prior Period Now in the General Ledger Detail Report

To have a more accurate figure in cash position, the Beginning Balance and Prior Period values are now displayed on the General Ledger Detail Report. 

User-Defined Fields in the Project Reporting Package

For easier inclusion of user-defined fields (UDEFs) when you create reports, the shortcuts to UDEFs are now available throughout the different areas in the Project Reporting package.

Improved Security View

The Security View was modified to improve performance in generating some reports and dashboards. The packages that use this view are:

Improved Projects Package

For better performance, the Dynamic Query Mode (DQM) – Master Detail Optimization feature was enabled in the Projects package. This results in faster execution of reports whenever you generate them. 


Time & Expense

Add Scheduled Leave to Outlook

The Time module now supports auto-download of ICalendar (.ics) files, which enable supervisors and employees to add leave events scheduled in Time & Expense directly to their Outlook calendars.

For example, after a supervisor approves leave for an employee, that leave event can be added to the supervisor’s calendar in Outlook, and the employee can add the same event to Outlook as well.

 

Global Configuration

To implement this feature, System Administrators must first select the new Allow Auto-Download of ICS Files checkbox on the Miscellaneous tab of the Time Settings screen (Time » Time Controls).

After the checkbox is selected, a checkbox with the same name displays on the Profile screen (Configuration » Resources), where end users may also select it.

Note: If you enable the feature globally for all users and then later clear the checkbox on the Miscellaneous tab, it does not overwrite the selections users have made on the Profile tab.

 

End User Configuration

After the Administrator enables the feature globally, end users can select the Allow Auto-Download of ICS Files checkbox on the Profile screen (Configuration » Resources) to enable the feature locally.

Once this setting is enabled, the .ics files automatically download when hours are successfully scheduled in the New Leave dialog box from either of the following Time » Timesheets applications:

If you are a supervisor and are authorized to approve leave, the .ics file downloads after you click Approve for a selected request in the Resource Schedules/Leave application (Time » Timesheets).

 

Open and Use the .ICS File

The .ics file automatically downloads to the location that is configured to receive downloads on your machine. After you open the file, it displays in Outlook and is pre-populated with the leave details that were entered in the New Leave dialog box in Time & Expense.

Click Send Update on the file to add it to your calendar. For example:

[image]

Note: If Required is blank, add your name, or if you are a supervisor and the leave event is for an employee, enter the name of that person.

After you click Send Update, either your own .ics file or that of the employee (if you are a supervisor), the leave event is added to your calendar.


Add Timesheet Charges Using Hey Deltek!

New voice command options were added to Hey Deltek! functionality for use with the Timesheets application (Time » Timesheets). You can now use vocal commands to add new charge lines to their timesheets, as well as enter hours for those new lines.

An example of a voice command would be as follows:

“Hey Deltek, add five hours for new charge for Project [Xxxxxx] on Monday.”

Here, [Xxxxxx] stands for the relevant project description that Deltek will enter into the Description cell for the added charge. See the note below.

Costpoint prompts you to supply any missing values necessary for creating and saving the charge line.

Note: As Hey Deltek! currently looks up charges based on description, this voice command functionality for adding charges presently works most effectively if you know the description for the charge you want to look up.


Interactive Email Functionality Enhancement

The Timesheet Reminder (Time » Timesheet Reports/Inquiries) application was updated to provide the option of sending interactive email notifications to personnel responsible for approving timesheets.

Interactive emails enable these individuals to approve or reject timesheets from within the email itself, and the selected actions are immediately reflected within Time & Expense.

Note: Interactive email functionality was added to Time & Expense for version 8.2. See those release notes to learn more about how the feature is enabled within Costpoint.

 

Configuration of Interactive Emails for Timesheet Approval/Rejection

Under Timesheet Approve on the Timesheet Reminder screen, a Send field was added that is enabled after you select Approve Timesheets Reminder directly above it.

The Send drop-down list includes two options:

When you select this option, the Expire After drop-down list is enabled. Choose the number of hours (up to 24) for which the email will be valid. After that period elapses, the email is no longer editable.

Note that Email is the default option, and it is not editable unless Approve Timesheets Reminder is selected.

 

Interactive Email Functionality

When interactive email functionality is fully enabled and configured, approvers are notified by email, according to schedule settings, that timesheets are pending approval. The interactive email notification includes buttons for approving or rejecting the timesheet. For example:

[image]

The selected action is immediately reflected in Time & Expense.

Note: If the recipient’s version of Outlook is configured to offer automatic text responses, other unrelated options may be displayed within the body of the email (for example, [image]).


New Filter Options for Manage/Approve Timesheets

The Criteria section of the Manage/Approve Timesheets (Time » Timesheets) application includes new options for filtering timesheets.

Note: Fields under Criteria are editable when Status is selected from the Filter by drop-down list at the top of the Manage/Approve Timesheet screen.

Note: If your company has extensibility links associated with this application, Deltek recommends that you test this feature in conjunction with those links prior to deploying it for general use.

 

Filter By Timesheet Class

A Timesheet Class field, which enables you to display results according to timesheet class, was added. The field provides two options:

To select the timesheet classes, click the Select Timesheet Classes subtask, which displays the timesheet classes available to you. Click the Select checkbox next to each class that you want to include.

 

Filter Based on a Selected Value

A Filter drop-down list, which provides a variety of filter options (for example, Last Name), was added. After you select a filter, enter the associated value (the last name, for example) in the Filter Value field.

The Filter drop-down list includes the following options:


Timesheet Enhancements

The following enhancements were made to both Timesheet functionality and display to promote ease of use.

 

Current Period Start & End Dates Added to Timesheet Schedule

An option was added to include two fields, Current Period Start Date and Current Period End Date, on the Timesheet Schedules screen (Time » Time Controls). Whether these read-only fields display is determined by system administrators.

 

Revision Text Added for Timesheet Creation

Default text was added for when employees save data they enter on a newly created timesheet without also signing. This text, “Timesheet created,” displays in the Revision Audit Detail cell of the Revision Audit subtask.

 

Work Schedule Added as More Option

To help users enter accurate charges when completing their time entry, Work Schedule was added as an option in the More drop-down list.  

 

Charge Favorites Close Button Replaced with Apply

To reduce the number of clicks required from users, the Close button on the Charge Favorites subtask was replaced with Apply. When users click Apply, any modifications are saved and the screen then closes.

 

More Drop-Down Options Reordered

On the Timesheet screen, options in the More drop–down list were alphabetized to promote ease of use. The UDT10 menu option, because it is customizable, displays at the bottom of the list.

 

Updated Charge Tree Error Message

When an employee is added to a code to which they already have access, administrators receive an error message. The text for this error message was updated from "The Employee does not exist" to "Employee already has access to charge code."


Software Issues Resolved


Accounting


Accounts Payable >> Manage Purchase Order Vouchers


Defect 1984317: You were able to update the exchange rate for a multicurrency subcontractor agreement invoice even if Costpoint does not allow modification of exchange rates for auto-created invoices. As a result, the recalculated functional amount did not reflect when you approved and posted the voucher, and Costpoint retained the original exchange rate and functional amount.

The Exchange Rates subtask is now enhanced to disable modifications if the current record is an auto-created invoice. 


Defect 1993449: This application has been enhanced to address issues on lengthy processing time, duplicate voucher numbers, and system errors when saving and loading PO vouchers.


Defect 1993702: This screen has been updated to allow multiple lines that have the same Project/Account/Organization combination on the Account Distribution subtask.


Accounts Payable >> Manage Vendors


Defect 1987243: When you entered a new vendor record using the Web Integration Console (WIC), the vendor's non-US EFT information were not entered on the EFT Info (Non-US) subtask.

As a workaround, manually enter the details on the EFT Info (Non-US) subtask, or repeat the process in WIC to update the vendor record.


Accounts Payable >> Post Cash Disbursements


Defect 1994662: You encountered a system error when you posted cash disbursements by selecting the Print/Post Cash Disbursements option in the Default Action drop-down list. This occurred when the Charge Discounts to setting was set to Discount Accounts and the Charge Organization of field value was A/P Organization on the Configure Accounts Payable Voucher Settings screen.


General Ledger >> Print Financial Statements


Defect 1982580: When you printed an Income Statement and your operating system timezone was set to UTC or UTC +00:00, the beginning date in the report was set to the second day of the month of the Accounting Period you selected instead of the first day.


Admin


Security >> Manage Users


Defect 1996792: The email that Costpoint sent when Generate Random Password was selected on the Manage Users screen had to be updated for clarity.


System Administration >> View Action and Report Status


Defect 1987306: While the Report Table Update Process in Batch Mode was running, Percent Complete on the View Action and Report Status screen did not change to show the progress. It showed 0% for every step, and when the process was completed, Percent Complete changed to 100%.


CRM & Contracts


Contracts >> Manage Contracts


Defect 1986583: The View Document button was missing on the Documents subtask of the Performance Assessment tab.


Framework


Framework


Defect 1979152: You might have lost Find & Replace functionality when you upgraded from Costpoint version 8.0 to version 8.1.21.


Defect 1990061: After upgrading to Costpoint 8.2, you could no longer select all records from a GLC lookup and export them to Excel.


Defect 1990990: When a scheduled job was actively running, new job requests failed and were placed on Failed - On Hold status.


Defect 1994989: Costpoint allowed you to delegate workflows to inactive users.


Defect 1996736: File Upload on the Process menu was enabled but not clickable when an application was opened from the navigation banner.


Materials

Procurement Planning >> Create Purchase Orders


Defect 1978449: When you added rows to the database when creating a new purchase order (PO), Costpoint added phantom rows in the AUDIT_PO_LN table.


Product Definition >> Import Items


Defect 1999046: You encountered a system error when you updated a part with a non-existent commodity code.


Production Control >> Enter Manufacturing Order Issues


Defect 2004591: When you relieved a manufacturing order (MO) and issued additional parts to the MO on the same day, the MO total was not decreased by the relief process.


Production Control >> Manage Manufacturing Orders


Defect 1978455: When you changed a user under an Engineering Change Notice (ECN) approver title that was also used in another company, Costpoint also changed the users in the other company. 


Defect 1989514: When you clicked the Org Abbrev lookup on the Additional Info tab, you encountered a system error. 


Defect 1995277: When you clicked the Org Abbrev lookup on the Additional Info tab, you encountered a system error.


Purchasing >> Import Purchase Orders


Defect 1974858: When you used the preprocessor to make mass Org ID updates, the Org IDs updated successfully, but the Vendor Sales Order ID and PO Printed fields were cleared on the PO header, which should not be the case. 


Purchasing >> Manage Purchase Orders


Defect 1978456: When you deleted a purchase order (PO) that was referenced on the PO voucher header, you were unable to query the voucher by PO ID or voucher ID. 


People


Employee >> Import Employee Data


Defect 1991774: When you imported employee data with an invalid adjusted hire date, the application allowed you to import the salary record but not the employee information due to an error.


Payroll >> Manage Garnishment Recipients


Defect 1970419: The Address field label was not highlighted in orange color if the field was updated in offline mode.


Planning


Administration >> Configuration Settings


Defect 1997931: The names of tables that are updated by specific refresh tasks have been added under the Table Updated column on the Refresh Process tab.


New Business Budgets


Defect 1976857: The revenue fee calculation did not include Cost of Money (COM) even with the Include Cost of Money Revenue Fee item selected in Configuration Settings. The Burdened Cost screen did not display COM either.


Defect 2000498: You encountered an issue when you tried to create a level 3 working budget. Even though you were able to save the budget, the status was blank and the budget fields were grayed out.


Defect 2005753: Future years did not exist in the EFY database table. As a result, new business budgets ignored future years.


Project Budgeting >> Project Status


Defect 1995214: When you tried to view the project information for a future fiscal year, the Project Status report did not display the indirect costs for prior years.


Defect 1996715: The extra space that preceded the fiscal year of an Indirect Cost line item has been removed.


Project Budgets / EACs


Defect 1996737: In Analysis by Period, the amounts did not roll up when you selected higher-level projects.


Defect 1998463: The end date of a top-level project did not extend when you made the budget/EAC end date extension at a lower-level project.


Defect 2000554: You encountered an error when you tried to create an EAC.


Defect 2002513: When you tried to commit an EAC, you encountered the error "The MERGE statement attempted to UPDATE or DELETE the same row more than once."


Defect 2006444: A logical Primary Key has been created for the Project Budget Status page.


Projects


Billing >> Calculate Standard Bills


Defect 1994961: The POOL_BASE_AMT value in the BILL_EDIT_DETL table was doubled when the bill included cost of money (COM) rates. This caused an incorrect amount on the Indirect Rate Consolidated Retroactive Billing Worksheet.


Billing >> Print Billing Register


Defect 1987251: When you ran this application, manual bills and milestone/percent complete bills were not displayed on the report. Only standard bills were shown.


Cost and Revenue Processing >> Compute Burden Costs


Defect 1987250: You received the following error message when running this application: “The pools listed below have rates that create an arithmetic overflow. Please correct these issues or do not run these specific pools. Pool: <pool number>, Current Period Rate: <rate>, YTD Rate: <rate>.”

As a workaround: 

  1. On the Manage Cost Pools screen, query the service center record. 

  2. Clear the Service Center checkbox. 

  3. Select the Apply Rates to Projects checkbox. 

  4. Enter the Pool Type and click Save. 

  5. On the Pool Rates subtask, delete the pool rates lines and click Save. 

  6. Clear the Pool Type field and the Apply Rates to Projects checkbox. 

  7. Select the Service Center checkbox and enter service center information. 

  8. Click Save. 

This issue also affected other applications.

Affected Application

Defect No.

Compute/Print Pool Rates

1985086


Project Inquiry and Reporting >> Print Project Labor Summary Report


Defect 1977159: The Projects Range Option drop-down list was disabled and defaulted to All when you selected any of the following options from the Group By drop-down list:

As a workaround, select the Non-Contiguous Range checkbox and enter projects on the Project Non-Contiguous Ranges subtask.


Project Inquiry and Reporting >> Print Revenue Summary Report


Defect 1978506: The Option drop-down list was disabled and defaulted to All when you selected any of the following options from the Select By drop-down list:


Reports & Analytics


Business Intelligence


Defect 1935652: The data found on the VETS-4212 and EEO-1 reports did not match the data found in Costpoint when a specific effective date was entered.


Defect 1951035: You received the following error message when you opened the reports in Team Content » Human Resources: “An error occurred while performing operation ‘sqlPrepareWithOptions’ status=’-126’.” This defect affects you if you have an Oracle database.


Defect 1956270: The Sarbanes-Oxley (SOX) area should have been accessible through the CER Accounting All Secure user group and the Shop Floor Time (SFT) area through the CER Materials Management Secure user group.


Defect 1978540: An error occurred when you clicked the Finish button on the prompt page of the Milestone Invoice Report located in Team Content » Billing. This defect affects you if you have an Oracle database to run Costpoint BI.


Defect 1987488: Users who have Execute and Traverse permissions could not see SMART objects with relative time, such as the Calendar table. As a workaround, users should be granted Read permissions to view SMART objects.


Defect 1987617: Users who were assigned to CER__HR, CER__PEOPLE, and CER__EMPL_SECURE could not view the HR Mgmt Dashboard. As a workaround, assign the users to CER__ALL or CER__PROJ_SECURE.


Defect 1998041: Errors occurred when you opened some reports in Team Content » CRM & Contracts » Reports. The reports affected were:


Defect 1999610: The Vendor prompts on the Lead Time Audit Report and Lead Time Import Extraction Report did not display all vendors for lead time reports. These reports are in Team Content » Materials » Reports.


Defect 2007916: When you edited a Detail filter expression – Query, you could not use Inactive as the Contract Record Status Description in the Expression Definition field. The only available status is either A or I. This affects you if you use the Contract Backlog Report.


Dashboards >> Home Dashboard


Defect 1938821: When you launched a task to review an employee's timesheet after it was approved, the task launched your timesheet on the Timesheet screen instead of the employee's timesheet on the Manage/Approve Timesheets screen.

As a workaround, query the employee timesheet in Manage/Approve Timesheets.


Defect 1953368: When you applied an outstanding advance to a submitted expense report, the amount displayed on the My Expense Reports dashpart was incorrect.


Time & Expense


Expense >> Batch Expenses


Defect 1981255: When you included a departure date for travel in a file that has an incorrect date format, you received an error when the date is not required. This should have been ignored and allowed to be uploaded blank.


Expense >> Manage/Approve Expense Reports


Defect 1987520: Two users were able to upload attachments with identical filenames. The filename has been updated to now include a portion of the employee ID when this occurs. This issue also affected other applications.

Affected Application

Defect No.

Manage/Approve Expense Authorizations

1999923


Time >> Manage/Approve Timesheets


Defect 1979011: When Group Cache lookup was enabled, the manual entry of a project (UDT02) resulted in an error stating that you were not authorized for one or more of the selected charges. This issue also affected other applications.

Affected Application

Defect No.

Timesheet

1979013


Defect 1979194: You were unable to select and print multiple timesheets. This issue also affected other applications.

Affected Application

Defect No.

Timesheet

1979198


Time >> Timesheet


Defect 1953369: When you were rejecting a timesheet, the Undo Correction option was available, where instead, you should have only been able to sign or correct it.


Defect 1972461: You encountered issues with charge display during charge lookup.


Defect 1986611: The sign extensibilty Java plug-in was not recognized.


Time >> Timesheet Status


Defect 1981275: When you ran the Timesheet Status report, timesheets that contained lines were categorized as missing.


Security Enhancements

There are no security enhancements or security issues addressed in this release.


Database Changes

Database Change documents detail data dictionary changes from one release to the next. To see the Database Change document for this MR, refer to 8.2.x Data Dictionary Updates.


Other Links

Online Help

Costpoint Information Center (CIC)

Costpoint Cloud Information Center (CCIC)


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