Project Setup

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

Controls

Project Settings

Administration\Configure\Project\Project Settings

 

Project Account Groups

Projects\Configure\Project\Project Account Groups

 

Maintain Project/Account Validation

Projects\Maintain\Project\Project/Account Links

 

Maintain Project/Organization Validation

Projects\Maintain\Project\Project/Organization Links

 

Maintain Project Types

Projects\Configure\Project\Project Types

 

Project User-Defined Labels

Projects\Configure\Project\Project User-Defined Labels

 

Maintain Change Order Statuses

Projects\Configure\Project\Project Change Order Statuses

Project Master

Maintain Project Master

Projects\Maintain\Project\Projects*

 

Basic Info

Projects\Maintain\Project\Project User Flow

 

Mass Link Projects/Accounts/Organizations

Projects\Maintain\Project\Mass Link Projects/Accounts/Organizations

 

Maintain Valid Project/Account/Orgs

Projects\Maintain\Project\Project/Account/Organization Links

 

Modifications

Projects\Transactions\Project\Enter Project Modifications

 

Enter Change Orders

Projects\Transactions\Project\Enter Project Change Orders

 

Deliverables

Projects\Transactions\Project\Enter Project Deliverables

 

Government Contract Info

Not in Costpoint web

 

User-Defined Info

Projects\Maintain\Project\Project User-Defined Information

 

Assign Standard Text

Projects\Maintain\Project\Project Standard Text Assignment

 

Mass Add Project Info

Projects\Maintain\Project\Mass Add Project Information

 

Upload Project Information

Projects\Utilities\Import\Import Project Information

Project Labor

Set Up Project Labor Categories (PLC)

Projects\Maintain\Labor Categories\Project Labor Categories (PLCs)

 

Assign PLC to Projects

Projects\Maintain\Labor Categories\Assign PLCs

 

Link GLC to Project PLC

Projects\Maintain\Project\Project User Flow

 

Project PLC Rates

Projects\Maintain\Labor Categories\Project PLC Rates

 

Project Employee Work Force

Projects\Maintain\Labor Categories\Employee Work Force

 

Project Vendor Work Force

Projects\Maintain\Labor Categories\Vendor Work Force

 

Project Vendor Employee Work Force

Not in Costpoint web

 

Assign PLC to Employee Work Force

Projects\Maintain\Project\Project User Flow

 

Assign PLC to Vendor Work Force

Projects\Maintain\Project\Project User Flow

 

Assign PLC to Vendor Employee Work Force

Not in Costpoint web

 

Project PLC Rates by Employee/Vendor

Not in Costpoint web

Unit Pricing

CLIN Information

Projects\Maintain\Project\CLINs

 

Project Unit Pricing

Projects\Maintain\Project\CLINs

Revenue Setup

Basic Revenue Info

Projects\Maintain\Revenue\Revenue Information

 

Maintain Revenue Formulas

Projects\Maintain\Revenue\Revenue Formulas

 

Project Billing Info

Projects\Maintain\Billing\Project Billing Information

 

Define Rate Sequence

Projects\Maintain\Revenue\Define Rate Sequence

 

Maintain Cost Fee Overrides

Projects\Maintain\Ceilings and Overrides\Cost Fee Overrides

 

Maintain Burden Fee Overrides

Projects\Maintain\Ceilings and Overrides\Burden Fee Overrides

 

Maintain Multiplier Overrides

Projects\Maintain\Ceilings and Overrides\Multiplier Overrides

 

Cost of Goods Sold

Projects\Maintain\Project\Cost of Goods Sold

Project Ceilings

Project Total Ceilings

Projects\Maintain\Project\Project User Flow

 

Project Direct Cost Ceilings

Projects\Maintain\Ceilings and Overrides\Direct Cost Ceilings

 

Project Burden Cost Ceilings

Projects\Maintain\Ceilings and Overrides\Burden Cost Ceilings

 

Project Hours Ceilings

Projects\Maintain\Ceilings and Overrides\Direct Hour Ceilings

 

Project Employee Hours Ceilings

Projects\Maintain\Ceilings and Overrides\Employee Hour Ceilings

 

Project Vendor Hours Ceilings

Projects\Maintain\Ceilings and Overrides\Vendor Hour Ceilings

Project History

Prior Year Cost and Revenue

Projects\Configure\Project History\Prior Year Cost and Revenue

 

Prior Year Billable Value Amounts

Projects\Configure\Project History\Prior Year Billable Value Amounts

 

Prior Year T&M Revenue

Projects\Configure\Project History\Prior Year T&M Revenue

 

Prior Year Unit Revenue

Projects\Configure\Project History\Prior Year Unit Revenue

 

Maintain Labor Summary

Projects\Configure\Project History\Maintain Labor Summary

 

Update Prior Year History

Projects\Utilities\Project Toolkits\Update Project Prior Year History

 

Alternate Reporting

Projects\Maintain\Project\Aternate Project Structures