Product Interfaces

Screens that are available in this release of Costpoint web are in bold.  

Costpoint Client/Server Menu

Costpoint Client/Server Application

Costpoint Web Application

ADP Interface

ADP Mappings

People\Configure\Timesheet Interface\ADP Mappings

 

ADP 2.5 Mappings

People\Configure\Timesheet Interface\ADP 2.5 Mappings

 

ADP Timesheet Transfer

People\Process\Export\Export Timesheet Data to ADP

Ceridian Interface

Maintain Ceridian Configuration

People\Configure\Timesheet Interface\Ceridian Configurations

 

Maintain Ceridian ID Format

People\Configure\Timesheet Interface\Ceridian Employee ID Format

 

Maintain Ceridian Mappings

People\Configure\Timesheet Interface\Ceridian Mappings

 

Download Timesheets to Ceridian

People\Process\Export\Export Timesheet Data to Ceridian

Ceridian Tax Services

CTS Settings

Administration\Configure\People\CTS Settings

 

Create CTS Tax File

People\Process\Export\Export CTS Tax File

 

CTS W-2 Settings

People\Transactions\Calendar Year End\Enter CTS W-2 File Information

 

Create CTS W-2 File

People\Transactions\Calendar Year End\Export CTS W-2 File

 

Corporate Planner Interface

Accounting\Utilities\Initialize\Import Corporate Planner Budgets

CRM/Gov Win/RP Integration

Configure Cost Account Options

Not in Costpoint web

 

Configure Cost and Revenue Options

Not in Costpoint web

 

Configure Customer Options

Not in Costpoint web

 

Configure Employee Options

Not in Costpoint web

 

Configure Organization Options

Not in Costpoint web

 

Configure Project Options

Not in Costpoint web

 

Configure Rate Table Options

Not in Costpoint web

 

Configure Vendor Options

Not in Costpoint web

 

Maintain Account Mapping

Not in Costpoint web

 

Maintain Chart of Accounts

Not in Costpoint web

 

Maintain Project Level Mapping

Not in Costpoint web

 

Retrieve Labor Rates

Not in Costpoint web

Costpoint to CRM Interface

Configure Customer Options

Not in Costpoint web

 

Configure Employee Options

Not in Costpoint web

 

Configure Organization Options

Not in Costpoint web

 

Configure Project Options

Not in Costpoint web

 

Configure Vendor Options

Not in Costpoint web

 

Employee Expense Interface

Not in Costpoint web

Employee Self Service

ESS Global Settings

Not in Costpoint web

 

ESS Company Settings

People\Configure\Employee Self Service\ESS Settings by Taxable Entity

 

ESS Company Links

Not in Costpoint web

 

ESS Life Event Setup

People\Configure\Employee Self Service\ESS Life Event Configuration

 

Activate ESS Users

People\Maintain\Employee Self Service\Activate ESS Users

 

ESS State Tax Settings

People\Configure\Employee Self Service\ESS State W-4 Configuration

 

Approve Employee Life Events

People\Transactions\ESS Life Events\Approve Employee Life Events

 

Life Event User Flow Status

People\Transactions\ESS Life Events\Edit Life Event User Flow Status

 

ESS Life Event Benefit Elections

People\Transactions\ESS Benefit Elections\Edit ESS Life Event Benefit Elections

 

Populate Open Enrollment Benefit Options

People\Transactions\ESS Benefit Elections\Populate Benefit Option/Election Tables

 

ESS Open Enrollment Elections

People\Transactions\ESS Benefit Elections\Edit ESS Open Enrollment Elections

 

Approve ESS Benefit Elections by Plan

People\Transactions\ESS Benefit Elections\Approve ESS Benefit Elections by Plan

 

Activate Pending Benefit Elections

People\Transactions\ESS Benefit Elections\Activate Pending ESS Benefit Elections

 

Maintain ESS Retirement Benefit Elections

People\Transactions\ESS Retirement Benefits\Edit ESS Retirement Benefit Elections

 

Upload Retirement Benefit Elections

People\Utilities\Employee\Load Employee Retirement Benefit Information

 

Set/Reset Login Info

People\Utilities\Employee\Set/Reset ESS Login Information

 

Print Login Info

Not in Costpoint web

 

Purge ESS Data

People\Utilities\Purge\Purge ESS Data

 

Expedition Interface

Not in Costpoint web

ERMS Interface

ERMS Customer Terms Mapping

Projects\Configure\ERMS Interface\ERMS Customer Terms Mapping

 

Export to ERMS

Projects\Utilities\Export\Export ERMS Data

 

Import ERMS Invoices

Projects\Utilities\Import\Import ERMS Invoices

 

Synchronize ERMS Mirror Tables

Projects\Utilities\Import\Synchronize ERMS Mirror Tables

Interface Configuration & Scheduler

 

Not in Costpoint web

Microframe Interface

Microframe EOC Mappings

Projects\Configure\Microframe Interface\Microframe EOC Mappings

 

Microframe OBS Mappings

Projects\Configure\Microframe Interface\Microframe OBS Mappings

 

Microframe WBS Mappings

Projects\Configure\Microframe Interface\Microframe WBS Mappings

 

Microframe Resource Mappings

Projects\Configure\Microframe Interface\Microframe Resource Mappings

 

Microframe Transfer

Projrects\Utilities\Export\Export Microframe Data

PDS Interface

PDS Timesheet Mappings

People\Configure\Timesheet Interface\PDS Mappings

 

PDS Timesheet Transfer

People\Process\Export\Export Timesheet Data to PDS

Preprocessors

A/P Voucher Suspense Setup

Administration\Configure\Accounting\A/P Voucher Import Suspense Setup

 

A/P Voucher Preprocessor

Accounting\Utilities\Import\Import A/P Vouchers

 

Multicurrency A/P Voucher Preprocessor

Accounting\Utilities\Import\Import A/P Multicurrency Vouchers

 

Bills of Material Preprocessor

Materials\Utilities\Import\Import Bills of Material

 

Employee Basic Preprocessor

People\Process\Import\Import Employee Data

 

Item Preprocessor

Materials\Utilities\Import\Import Items

 

Inventory Transaction Preprocessor

Materials\Utilities\Import\Import Inventory Transactions

 

Journal Entry Suspense Setup

Accounting\Configure\General Ledger\Journal Entry Preprocessor Suspense Setup

 

Journal Entry Preprocessor

Accounting\Utilities\Import\Import Journal Entries

 

PO Preprocessor

Materials\Utilities\Import\Import Purchase Orders

 

PO Receipts Preprocessor

Materials\Utilities\Import\Import Purchase Order Receipts

 

PO Vouchers Preprocessor

Materials\Utilities\Import\Import Purchase Order Vouchers

 

Sales Order Preprocessor

Materials\Utilities\Import\Import Sales Orders

 

Subcontract PO Status Update Preprocessor

Materials\Utilities\Import\Import Subcontract PO Status Updates

 

TE Suspense Setup

Not in Costpoint web

 

TE Expense Report Preprocessor

Not in Costpoint web

 

Timesheet Suspense Setup

People\Configure\Timesheet Interface\Timesheet Suspense Setup

 

Timesheet Preprocessor

People\Process\Import\Import Timesheets

 

Vendor Master Preprocessor

Not in Costpoint web

 

Vendor Quote Preprocessor

Materials\Utilities\Import\Import Vendor Quotes

 

Primavera Interface

Not in Costpoint web

Project Planner Interface

Interface Configuration

Projects\Configure\Project Planner Interface\nterface Configuration

 

Import Project Budgets

Projects\Utilities\Import\Import Project Planner Budgets

 

Retrieve Labor Rates

Projeccts\Process\Project Planner Interface\Retrieve Labor Rates

 

MS Project Interface

Not in Costpoint web

eProcurement

Download Addresses

Materials\Utilities\Export\Export eProcurement Addresses

 

Download Vendor Information

Materials\Utilities\Export\Export eProcurement Vendors

 

Download Project/Account/Org Information

Materials\Utilities\Export\Export eProcurement Proj/Acct/Org

 

Download Inventory Abbreviations

Materials\Utilities\Export\Export eProcurement Inventory Abbreviations

 

Download Items and Line Charge Types

Materials\Utilities\Export\Export eProcurement Items and Line Charge Types

 

Download Requisition Information

Materials\Utilities\Export\Export eProcurement Requisitions

 

Download PO Receipt Information

Materials\Utilities\Export\Export eProcurement PO Receipts

Deltek Contract Manager (Powered by Prolog)

Download Requisition Information

Materials\Utilities\Export\Export DCM Requisitions

 

Configure Cost Commitment Options

Not in Costpoint web

 

Configure Subcontract Status Update Options

Not in Costpoint web

 

Configure Commitment & Invoice Reconciliation Options

Not in Costpoint web

Advanced Planning and Scheduling

Advanced Planning and Scheduling Parameters

Administration\Configure\Materials\Advanced Planning and Scheduling Parameters

 

Download Work Centers

Materials\Utilities\Export\Export APS Work Centers

 

Download Manufacturing Orders

Materials\Utilities\Export\Export APS Manufacturing Orders

 

Upload MO Status Updates

Materials\Utilities\Import\Import APS MO Status Updates