Project Setup

With this module, you can set up any type of project quickly and easily. This module provides roll-up capabilities with a detailed Work Breakdown Structure (WBS) for any project level. You can:

Establish and maintain company-wide settings and codes for your projects.
Initialize labor categories and billing rates.
Set up revenue calculation methods.
Enter and inquire on project history.
Set up project values and unit pricing.

Warning: Costpoint has four new tables that improve the processing performance of the Compute Revenue and Calculate Standard Bills applications. If you are upgrading from Costpoint 5.x, you must run the Synchronize Project Performance Tables utility to add existing project data to the four new tables. You must also run this utility if you upload data using scripts. You may also want to run this utility at month end, before calculating revenue or standard bills, to ensure that the performance tables are in synch. Please see the documentation for the Synchronize Project Performance Tables utility for more information.

The new tables are: Project Hierarchy (PROJ_HIERARCHY), Source Project Mapping (PROJ_SRCE_PROJ), Invoice Level Mapping (PROJ_INVC_PROJ), and Revenue Level Mapping (PROJ_REV_PROJ).

Related Topics:

Project Setup Process Flow

The Project Setup Process Flow describes the overall process involved in the Project Setup module.

Project Master

Use the screens in the Project Master application group to initiate a new project, add or update multiple projects, and enter and maintain information on project modifications, change orders, government contracts, and project deliverables.

Revenue

Use the screens in the Revenue application group to set up revenue calculation, manage rate sequence orders, and establish alternate project revenue profiles.

Project Ceilings

Use the screens in the Project Ceilings application group to set total, burden cost, direct cost, and hour ceilings, as well as override fee percentages on indirect and direct costs for the project.

Project Labor

Use the screens in the Project Labor application group to set up project labor categories and link them to projects. You can also establish employee, vendor, and vendor employee work force in this application group.

Alternate Projects

This application group has the Manage Alternate Projects screen that you can use to create and maintain alternate project structures for reporting purposes.

Charging Information

Use the screens in the Charging Information application group to link projects to accounts and/or organizations.

Unit Pricing Information

This application group has the Manage CLIN Information screen that you can use to enter and maintain contract line item number (CLIN) information for projects.

Project History

Use the screens in the Project History application group to enter prior year information for projects.

Project Setup Utilities

Use the screens in the Project Setup Utilities application group to activate or inactivate projects, and to update project contract and funded values as well as project period of performance data.

Project Setup Interfaces

This application group has the Import Project Master Data screen that you can use to import project data from an input file into Costpoint.

Project Setup Controls

Use the screens in the Project Setup Controls application group to establish system-wide project settings and define project account groups, project types, modification descriptions, and change order statuses.

Administrative Utilities

Use the screens in the Administrative Utilities application group to run toolkits for checking/rebuilding project segment IDs, purging project information, and synchronizing project data.

Parent Topic:

Projects