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.
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Menu Selection |
Costpoint Web Application |
Costpoint Client/Server Application |
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Advance Project Budgets |
Project Budgets and Estimate-to-Complete |
Projects\Advanced Project Budgeting\Project Budget and ETC Master\Maintain Project Budgets and ETC |
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Mass Add Project Budgets |
Projects\Advanced Project Budgeting\Project Budget and ETC Master\Mass Add Project Budgets |
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Allocations |
Cost Pools |
Projects\Cost and Revenue Processing\Cost Pool Setup\Cost Pools |
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Pool Base Creation |
Projects\Cost and Revenue Processing\Cost Pool Setup\Base Creation Setup |
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Pool Cost Creation |
Projects\Cost and Revenue Processing\Cost Pool Setup\Cost Creation Setup |
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Pool Processing Sequence |
Projects\Cost and Revenue Processing\Cost Pool Setup\Set Pool Processing Sequence |
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Multi-Job Allocation Setup |
Projects\Cost and Revenue Processing\Cost Pool Setup\Multi-Job Allocation Setup |
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Project Transfer Setup |
Projects\Cost and Revenue Processing\Project Transfer\Project Transfer Setup |
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Billing |
Billing User Groups |
Projects\Billing\Controls\Billing User Groups |
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Billing Standard Text |
Projects\Billing\Controls\Billing Standard Text |
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Taxable Bill Accounts |
Projects\Billing\Controls\Taxable Sales Account |
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Project Sales Tax |
Projects\Billing\Billing Master\Project Sales Tax Setup |
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Generic Billing Formats |
Projects\Billing\Formats\Generic Billing Formats |
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Supporting Schedule Formats |
Projects\Billing\Formats\Supporting Schedule Formats |
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Project Billing Information |
Projects\Billing\Billing Master\Project Billing Info |
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Maintain ACRN Bills |
Projects\Billing\Billing Master\Maintain ACRN Bills |
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Project WAWF Information |
Projects\Billing\Billing Master\Maintain Project WAWF Information |
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Account Discounts |
Projects\Billing\Billing Master\Maintain Account Discounts |
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Customer Volume Discounts |
Projects\Billing\Billing Master\Maintain Customer Volume Discounts |
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Project Volume Discounts |
Projects\Billing\Billing Master\Maintain Project Volume Discounts |
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Project EDI Information |
Projects\Billing\EDI Billing\Maintain Project EDI Information |
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Open Billing Detail |
Projects\Billing\Prepare Billings\Maintain Open Billing Detail |
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Budgets and ETCs |
Project Total Budget |
Projects\Budgeting and ETC\Total Budgets\Project Total Budgets |
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PLC Total Budget |
Projects\Budgeting and ETC\Total Budgets\PLC Total Budget |
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GLC Total Budget |
Projects\Budgeting and ETC\Total Budgets\GLC Total Budget |
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Budget Revisions |
Projects\Budgeting and ETC\Period Budgets\Maintain Budget Revisions |
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Project Budgets by Period |
Projects\Budgeting and ETC\Period Budgets\Project Budgets by Period |
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Apply Indirect Costs to Budgets |
Projects\Budgeting and ETC\Period Budgets\Apply Indirect Costs to Budgets |
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PLC Budgets by Period |
Projects\Budgeting and ETC\Period Budgets\PLC Budgets By Period |
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GLC Budgets by Period |
Projects\Budgeting and ETC\Period Budgets\GLC Budgets By Period |
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Project Unit Budgets by Period |
Projects\Budgeting and ETC\Period Budgets\Project Unit Budgets By Period |
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Summarize Project Period Budgets |
Projects\Budgeting and ETC\Period Budgets\Update Project Total Budget |
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Estimate-to-Complete Amounts |
Projects\Budgeting and ETC\Estimate to Complete\Maintain Estimate-to-Complete Amounts |
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Estimate-to-Complete PLC Hours |
Projects\Budgeting and ETC\Estimate to Complete\Maintain Estimate-to-Complete PLC Hours |
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Estimate-to-Complete GLC Hours |
Projects\Budgeting and ETC\Estimate to Complete\Maintain Estimate-to-Complete GLC Hours |
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Ceilings and Overrides |
Cost Fee Overrides |
Projects\Project Setup\Revenue Setup\Maintain Cost Fee Overrides |
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Burden Fee Overrides |
Projects\Project Setup\Revenue Setup\Maintain Burden Fee Overrides |
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Multiplier Overrides |
Projects\Project Setup\Revenue Setup\Maintain Multiplier Overrides |
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Direct Cost Ceilings |
Projects\Project Setup\Project Ceilings\Project Direct Cost Ceilings |
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Burden Cost Ceilings |
Projects\Project Setup\Project Ceilings\Project Burden Cost Ceilings |
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Direct Hour Ceilings |
Projects\Project Setup\Project Ceilings\Project Hours Ceilings |
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Employee Hours Ceilings |
Projects\Project Setup\Project Ceilings\Project Employee Hours Ceilings |
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Vendor Hour Ceilings |
Projects\Project Setup\Project Ceilings\Project Vendor Hours Ceilings |
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Cost Schedule Status Report |
C/SSR Information |
Projects\Budgeting and ETC\Maintain C/SSRs\Maintain C/SSR Information |
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C/SSR Budgets |
Projects\Budgeting and ETC\Maintain C/SSRs\Maintain C/SSR Budgets |
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Encumbrance Tracking |
Project Budget Line Item Revisions |
Projects\Budgeting and ETC\Encumbrance Tracking\Maintain Project Budget Line Item Revisions |
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Project Line Item Budgets |
Projects\Budgeting and ETC\Encumbrance Tracking\Maintain Project Line Item Budgets |
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Inter-Company Work Orders |
Transfer Locations |
Projects\Inter-Company Work Orders\Controls\Maintain Transfer Locations |
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IWO Project Setup |
Projects\Inter-Company Work Orders\Controls\IWO Project Setup |
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Labor Categories |
Project Labor Categories (PLCs) |
Projects\Project Setup\Project Labor\Set Up Project Labor Categories (PLC) |
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Assign PLCs |
Projects\Project Setup\Project Labor\Assign PLC to Projects |
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Project PLC Rates |
Projects\Project Setup\Project Labor\Project PLC Rates |
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Employee Work Force |
Projects\Project Setup\Project Labor\Project Employee Work Force |
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Vendor Work Force |
Projects\Project Setup\Project Labor\Project Vendor Work Force |
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NASA 533s |
NASA 533 Formats |
Projects\NASA 533s\Create NASA 533s |
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NASA 533 Project Information |
Projects\NASA 533s\Project Info |
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Project |
Projects/Project User Flow* |
Projects\Project Setup\Project Master\Maintain Project Master |
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Generate Quick Project WBS |
Not in Costpoint client/server |
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Quick Project Setup |
Not in Costpoint client/server |
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Approve Quick Projects |
Not in Costpoint client/server |
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Import Quick Project Information |
Not in Costpoint client/server |
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Mass Add Project Information |
Projects\Project Setup\Project Master\Mass Add Project Info |
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Project/Account Links |
Projects\Project Setup\Controls\Maintain Project/Account Validation |
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Project/Organization Links |
Projects\Project Setup\Controls\Maintain Project/Organization Validation |
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Project/Account/Organization Links |
Projects\Project Setup\Project Master\Maintain Valid Project/Account/Orgs |
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Mass Link Projects/Accounts/Organizations |
Projects\Project Setup\Project Master\Mass Link Projects/Accounts/Organizations |
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Project Standard Text Assignment |
Projects\Project Setup\Project Master\Assign Standard Text |
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CLINs |
Projects\Project Setup\Unit Pricing\CLIN Information |
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Cost of Goods Sold |
Projects\Project Setup\Revenue Setup\Cost of Goods Sold |
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Alternate Project Structures |
Projects\Project Setup\Alternate Reporting |
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Project User-Defined Information |
Projects\Project Setup\Project Master\User-Defined Info |
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Revenue |
Revenue Information |
Projects\Project Setup\Revenue Setup\Basic Revenue Info |
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Revenue Formulas |
Projects\Project Setup\Revenue Setup\Maintain Revenue Formulas |
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Define Rate Sequence |
Projects\Project Setup\Revenue Setup\Define Rate Sequence |