Project Settings

Enter, or use Lookup to select, a valid home location for use in Consolidations or IWOs. The locations available for Lookup are those that were saved in the Maintain Transfer Locations screen in Costpoint Inter-Company work Orders or the Maintain Transfer Locations screen in the Costpoint Consolidations.  Regardless of the application that you are using, the status of the location entered in this field must be "Active."

The Consolidation Preprocessor, Create Consolidation Entry, IWO Allocation Preprocessor, Export IWO Allocations, and Import IWO Allocations processes use the data in this field to identify the location that is sending or receiving the transfer.

Enter the beginning number for your IWOs. You can enter a combination of alphabetic characters and numbers, but the system will increment only the rightmost numeric value.

This checkbox defaults to unchecked, which assumes that you have no government contracts, and that an Incurred Cost Submission Report is not required. In this case, the ICS Codes in the Govt Contract Info screen in the Project User Flow (Projects\Maintain\Project) are not necessary for any project. If you select this checkbox, an ICS Code will be required for every project, regardless of type. These codes represent the categories specified on the Incurred Cost Submission Reports. Some examples of incurred cost submission codes include: "Comm" (Commercial), "Cost," "Flex" (Flexible), "IR&D" (Internal Research and Development), "TM/F" (Time and Materials/Fixed), and "B&P" (Bid and Proposal).  This field is for use by companies that contract with the federal government.

Select this checkbox to calculate and report the billable value of your projects. If you select this checkbox, the Labor and Non-Labor fields in the Goal Multiplier group box in the Revenue Information screen (Projects\Maintain\Revenue) will be required for all projects. (These goal multipliers are used by the Compute Billing Value of Cost Incurred process (Projects\Process\Revenue.)) Billable value reporting is available for any project type and any revenue formula. This checkbox defaults to unchecked, which assumes that billable value will not be calculated.

• Billable value calculations include allowable costs and allowable hours.

• Billable value calculations apply goal multipliers (entered in the Revenue Information screen (Projects\Maintain\Revenue)) and override multipliers to labor and non-labor amounts. No multipliers are applied to units.

• Labor multipliers are applied only to labor history lines with rate types of actual or ceiling, never billing.

• Billable value is always calculated on a Year-to-Date (YTD) basis.

• Prior year billable value amounts are stored in the Prior Year Billable Value Amounts (PY_GOAL) screen.  If you are using the billable value calculation on projects that have prior year incurred costs, you must initialize the Prior Year Billable Value Amounts screen. The calculated billable value will be inaccurate without this data.

• No fees or burdens are included in the calculation; only direct costs and units are included.

• Non-labor and unit detail is stored at the account level.

• Labor detail is stored at the employee/GLC/PLC/account level.

You should evaluate the status of this checkbox only if you have set up your pool structure to apply G&A to WIP projects.  The only function of this checkbox is to enable the Capitalize G&A Applied to WIP checkbox and the WIP G&A Pool Type field. The status of this checkbox (or any other option in this screen) will have no affect on cost allocation.  Whether G&A costs are applied to WIP costs is solely dependent on the pool structure that you have created in the Cost Pools screen (Projects\Maintain\Allocations). All checkboxes related to G&A on WIP projects in this screen will affect reporting only on the WIP Project Status Report.

Select this checkbox if WIP accounts exist in the base of your G&A pool and you want to have options for reporting G&A costs on the Project Status Report.  Select the Capitalize G&A Applied to WIP checkbox to show applied G&A as a period cost that is part of the Net Inventory Balance on the WIP Project Status Report.  Use the WIP G&A Pool Type field to select the pool types that are affected by these options.

If you leave this checkbox unchecked, the system will apply no G&A to WIP costs.

Enter, or use Lookup to select, the G&A pool type. This field is available only if the Apply G&A to WIP checkbox is selected and the Capitalize G&A Applied to WIP checkbox is blank. If you are applying G&A to WIP and do NOT want to capitalize this G&A, it will be subtracted from total WIP costs, along with the WIP transfer, to arrive at net inventory balance. The purpose of this field is to designate which pool type is to be subtracted from total WIP costs. Any cost pool allocation with this pool type, which is applicable to this WIP project, will be subtracted from total WIP costs on the balance sheet.

Use this checkbox to select reporting options for the WIP Project Status Report.  If you leave this checkbox unselected, the WIP Project Status Report will display G&A as a period cost that is subtracted from Total WIP costs, along with WIP Transfer, to arrive at Net Inventory Balance.  If you select this checkbox, you must identify the G&A pool type in the WIP G&A Pool Type field.  If you select this checkbox, the G&A will display as part of Net Inventory Balance on the WIP Project Status Report and will not be subtracted from Total WIP Costs to arrive at Net Inventory Balance. If this checkbox is unselected, the WIP G&A Pool Type field will be unavailable.

The status of this checkbox affects only reporting on the WIP Project Status Report.  The debit allocation accounts assigned to the WIP accounts in the G&A base will determine where the G&A allocation displays on the financial statements.

Select this checkbox to include non-capitalized G&A on the PSR Profit and Loss report. This option is for presentation purposes only. If you select this checkbox, the G&A deducts from the Total WIP costs and is not included in the Net Inventory Balance.

This checkbox is enabled only if you do not select the Capitalize G&A Applied to WIP checkbox.

Select this checkbox to control which validation method will be available in the Basic Info screen in the Project User Flow (Projects\Maintain\Project). This checkbox defaults to checked. If you leave this checkbox checked, the Limit which Orgs can charge specific Accts checkbox will be available in the Basic Info or Maintain Project Master screen.  If you do not select this checkbox, the Limit Accounts to P/O/A checkbox will be available. These options represent two ways of using the PROJ_ORG_ACCT table for transaction validation.  Selecting this checkbox does not automatically activate a validation method, but allows you to make the selection in the Maintain Project Master and Basic Info screens.

The Limit which Orgs can charge specific Accts option is considered the detail method of transaction validation in the PROJ_ORG_ACCT table. When you use this method, the project, account, and org must be in the PROJ_ORG_ACCT table in order for the transaction to pass validation. This is the most restrictive method of project transaction validation. This setting applies to all transaction entry screens.  

The Limit Accounts to P/O/A option is considered the summary method of transaction validation in the PROJ_ORG_ACCT table. When you use this method, the account and project must be in the PROJ_ORG_ACCT table, but you can use any org. This less restrictive method allows easier initialization and maintenance. This option applies to all transaction screens.  

Several other options for transaction validation are available in the Maintain Project Master or Basic Info screens.  The following is a brief summary of those options.  For more information on these options, see the screen documentation for the Basic Info screen in the Project User Flow (Projects\Maintain\Project).  

• You can use the Limit Accounts and/or Limit Orgs options, which are also found in the Maintain Project Master or Basic Info screen. For these methods, you must enter records in the Maintain Project/Account Validation or the Maintain Project/Organization Validation screens, respectively.

• You can, optionally, choose the least restrictive transaction validation method, which means that an account need only exist in the project account group before it can be charged by a project.

Select this checkbox to enable period of performance validation. The period of performance data is entered in the Mods screen in the Project User Flow (Projects\Maintain\Project) or the Enter Project Modifications screen (Projects\Transactions\Project). The period of performance validation will produce a soft warning every time a transaction is entered that falls outside of the project's period of performance. Since this warning is invoked at the line level, it can greatly reduce the speed of data entry. If you are not concerned with period of performance validation, you should leave this checkbox unchecked.

Select this checkbox to track changes to the owning organization by project. You must select this checkbox to enable the Org History screen in the Project User Flow (Projects\Maintain\Project). This checkbox is selected by default.

Enter a default owning organization for use during the Quick Project Setup process. This default is used only for templates.

Enter a default account group for use during the Quick Project Setup process. This default is used only for templates.

If you select this checkbox, you must enter a template ID when initiating a project in the Quick Project Setup process. Project templates determine which fields are required, whether a default value or method is being used, and which role is responsible for completing a particular field.  

Select this radio button to compute and print commitments for all purchase requisition/purchase order activity in the system, regardless of the transaction dates.

Select this radio button to compute and print commitments for the fiscal year, period, and subperiod entered. Any activity performed in subsequent periods will be ignored.

Select this radio button to use budget figures from Costpoint Budgeting and ETC to populate the budget fields in the screens in the Projects folder.

Select this radio button to use budget figures from Costpoint Advanced Project Budgeting to populate the budget fields in the screens in the Projects folder. This radio button is the default setting.

Select this radio button to set the posting of revenue by owning organization as the system default. Revenue is accumulated by cost element by performing organization in the project ledger. A revenue account for the owning organization can be used for fixed revenue formulas, overruns, and adjustments. If you select this radio button, revenue will be posted entirely to the owning organization, regardless of the organization that performed it.  

Select this radio button to set the posting of revenue by performing organization as the system default. This means that revenue will be posted to the organization that performed, or contributed, it. If a revenue account is used in the project ledger, this amount will post to the owning organization.

Select this radio button to set the unit pricing default to total pricing, i.e., pricing is based on a set unit cost for all items in a given order. This selection does not preclude giving price breaks based on quantity ordered. It means that if a price break is given based on quantity, the price break will apply to all items on that order, not only to the number of items above the price break quantity.

Select this radio button to set the unit pricing default to incremental pricing, i.e., items on a single order can be priced at several different prices, based on a quantity pricing schedule. For example, if a client orders 50 units, the first 10 units can be priced at one amount, while the remaining 40 units are priced at a different amount.

Select this radio button to search only the PLCs from the source project on the first row of the table.  

Select this radio button to search each row in the table by sequential order. Once a PLC is found for the source project of a given row, the system will no longer search the table, and the same source project will be used for all PLCs.

Select this radio button to ignore the Define Rate Sequence table for PLC defaulting and validation.

Select this radio button to allow revenue in excess of the signed value of the project to be computed and posted. Contract Value is the default selection.

Select this radio button to allow revenue in excess of the funded value of the project to be computed and posted.