Projects - Transactions Menu

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

Menu Selection

Costpoint Web Application

Costpoint Client/Server Application

Allocations

Maintain Allocation Journal

Projects\Cost and Revenue Processing\Cost Pool Processing & Reporting\Maintain Allocation Journal

Billing

Edit Standard Bills

Projects\Billing\Edit Billings\Edit Standard Bills

 

Edit Progress Payment Bills

Projects\Billing\Edit Billings\Edit Progress Payment Billings

 

Enter Project Product Bills

Projects\Billing\Edit Billings\Edit Project Product Bills

 

Enter Milestone/Percent Complete Bills

Projects\Billing\Edit Billings\Edit Milestone/Percent Complete Bills

 

Enter Customer Product Bills

Projects\Billing\Edit Billings\Edit Customer Product Bills

 

Enter Manual Bills

Projects\Billing\Edit Billings\Edit Manual Bills

 

Print ACRN Billing Edit Report

Projects\Billing\Print Billings\Print ACRN Billing Edit Report

 

Print Standard Bills

Projects\Billing\Print Billings\Print Standard Bills

 

Print Progress Payment Bills

Projects\Billing\Print Billings\Print Progress Payment Bills

 

Print Project Product Bills

Projects\Billing\Print Billings\Print Project Product Bills

 

Print Milestone/Percent Complete Bills

Projects\Billing\Print Billings\Print Milestone/Percent Complete Bills

 

Print Customer Product Bills

Projects\Billing\Print Billings\Print Customer Product Bills

 

Print Form 1034

Projects\Billing\Print Billings\Print Form 1034

 

Print Retroactive Bill Worksheets

Projects\Billing\Print Billings\Print Retroactive Billing Worksheets

 

Select Bills for Posting

Projects\Billing\Edit Billings\Select Bills for Posting

Inter-Company Work Orders

Maintain IWO Allocations

Projects\Inter-Company Work Orders\Maintain IWO Allocations

 

Maintain IWO Suspense

Projects\Inter-Company Work Orders\Maintain IWO Suspense

Project

Enter Project Modifications

Projects\Project Setup\Project Master\Modifications

 

Enter Project Change Orders

Projects\Project Setup\Project Master\Enter Change Orders

 

Enter Project Deliverables

Projects\Project Setup\Project Master\Deliverables

Unbilled Receivables

Assign Unbilled Reason Codes

Projects\Billing\Unbilled Receivables\Maintain Unbilled Reason Codes

Units

Enter Units Usage

Projects\Billing\Units Usage\Enter Units Usage

 

Units Usage Edit Report

Projects\Billing\Units Usage\Print Usage Edit Report