Cost and Revenue Processing

Screens that are available in this release of Costpoint web are in bold.  If the screen name is followed by an asterisk (*), the Costpoint web menu name may differ from the actual screen name.

Costpoint Client/Server Menu

Costpoint Client/Server Application

Costpoint Web Application

Cost Pool Setup

Allocation Groups

Projects\Configure\Allocations\Allocation Groups

 

Cost Pools

Projects\Maintain\Allocations\Cost Pools

 

Base Creation Setup

Projects\Maintain\Allocations\Pool Base Creation

 

Cost Creation Setup

Projects\Maintain\Allocations\Pool Cost Creation

 

Create Pool Links

Projects\Process\Allocations\Create Pool Links

 

Set Pool Processing Sequence

Projects\Maintain\Allocations\Pool Processing Sequence

 

Multi-Job Allocation Setup

Projects\Maintain\Allocations\Multi-Job Allocation Setup

 

Upload Multi-Job Allocation Percentage Basis

Projects\Utilities\Import\Import Multi-Job Allocation Percentage Basis

Cost Pool History

Multi-Job Allocation Cost History

Projects\Configure\Allocations\Multi-Job Allocation Cost History

 

Multi-Job Allocation Labor History

Projects\Configure\Allocations\Multi-Job Allocation Labor History

Cost Pool Processing & Reporting

Build Rate Application Table

Projects\Process\Allocations\Build Rate Application Table

 

Compute & Print Pool Rates

Projects\Process\Allocations\Compute and Print Pool Rates

 

Compute Inventory Burden Rates

Projects\Process\Allocations\Compute Inventory Burden Rates

 

Maintain Allocation Journal

Projects\Transactions\Allocations\Maintain Allocation Journal

 

Upload Allocation Basis Journal

Projects\Utilities\Import\Import Allocation Basis Journal

 

Print Allocation Journal Edit Report

Projects\Review\Allocations\Allocation Journal Edit Report

 

Print Service Center Cost Allocation Report

Projects\Review\Allocations\Service Center Cost Allocation Report

 

Post Pool Journal

Projects\Process\Post\Post Pool Journal

Project Transfer

Project Transfer Setup

Projects\Maintain\Allocations\Project Transfer Setup

 

Compute Project Transfer

Projects\Process\Allocations\Compute Project Transfer

 

Update Project Transfer History Tables

Projects\Process\Project\Update Project Transfer History Tables

Project Cost Processing

Compute Cost of Goods Sold Entry

Projects\Process\Project\Compute Cost of Goods Sold Entry

 

Compute Burden Cost

Projects\Process\Project\Compute Burden Cost

 

Compute Muli-Job Allocations

Projects\Process\Allocations\Compute Muli-Job Allocations

Revenue Processing

Load Labor Rates

Projects\Process\Billing\Load Labor Rates

 

Compute Revenue

Projects\Process\Revenue\Compute Revenue

 

Redistribute Revenue

Projects\Process\Revenue\Redistribue Revenue

 

Redistribute Revenue by Project

Projects\Process\Revenue\Redistribue Revenue by Project

 

Post Revenue

Projects\Process\Post\Post Revenue

 

Compute Billing Value of Cost Incurred

Projects\Process\Revenue\Compute Billing Value of Cost Incurred

 

Create Cost Transfer Journal Entry

Projects\Process\Project\Create Cost Transfer Journal Entry

Utilities

Miscellaneous Toolkits

Projects\Utilities\Project Toolkits\Assign Acount Function Codes

Projects\Utilities\Project Toolkits\Check Pool Acct/Org Setups

Projects\Utilities\Project Toolkits\Update Contract and Funded Values

Projects\Utilities\Project Toolkits\Update Period of Performance

Projects\Utilities\Project Toolkits\Compare Project Ledger to General Ledger

Projects\Utilities\Project Toolkits\Set Up Validations Using POA

Projects\Utilities\Project Toolkits\Display Invalid Pools in Project Ledger

Projects\Utilities\Project Toolkits\Fix Invalid Pools in Project Ledger

Projects\Utilities\Project Toolkits\Synchronize Project Master and Project Edit Tables

Projects\Utilities\Project Toolkits\Check and/or Rebuild Project Segment IDs

Projects\Utilities\Project Toolkits\Copy Pools

Projects\Utilities\Project Toolkits\Fix Vendor Employee ID in Labor History

Projects\Utilities\Project Toolkits\Set Level Correctly in Project Master

Projects\Utilities\Project Toolkits\Check for Unposted Journals

Projects\Utilities\Project Toolkits\Change Period Report Parameters

Projects\Utilities\Project Toolkits\Delete Duplicate Project/Account Combinations

Projects\Utilities\Project Toolkits\Update POA Table with Valid Links/Reference Numbers

Projects\Utilities\Project Toolkits\Activate/Inactivate Project

 

Process Organization Changes

Projects\Process\Project\Process Organization Changes

 

Reverse Posted Pool and Revenue Journals

Not in Costpoint web

 

Rebuild Labor History

Not in Costpoint web

 

Summarize Project Ledger

Projects\Utilities\Project Toolkits\Summarize Project Ledger

 

Summarize Project Goal Detail

Projects\Utilities\Project Toolkits\Summarize Project Goal Detail

 

Apply Indirect Costs

Projects\Utilities\Project Toolkits\Apply Indirect Costs to Summarized Project*

 

Purge Project and Billing Information

Projects\Utilities\Purge\Purge Project and Billing Information

 

Purge Allocation Basis Journal History

Projects\Utilities\Purge\Purge Allocation Basis Journal History

 

Synchronize Project Performance Tables

Not in Costpoint web