Projects - Process Menu

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

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Costpoint Web Application

Costpoint Client\Server Application

Advanced Project Budgets

Recalculate Project Budgets

Projects\Advanced Project Budgeting\Project Budget and ETC Master\Project Budget Recalculation

 

Update Incurred Costs for Project Budgets

Projects\Advanced Project Budgeting\Project Budget and ETC Master\Update Incurred Costs for Project Budgets

 

Revise Estimate-to-Complete

Projects\Advanced Project Budgeting\Project Budget and ETC Master\Revise Estimate to Complete

 

Create PSR Budget Report Tables

Projects\Advanced Project Budgeting\Project Budget and ETC Master\Create PSR Budget Report Tables

Allocations

Create Pool Links

Projects\Cost and Revenue Processing\Cost Pool Setup\Create Pool Links

 

Build Rate Application Table

Projects\Cost and Revenue Processing\Cost Pool Processing & Reporting\Build Rate Application Table

 

Compute and Print Pool Rates

Projects\Cost and Revenue Processing\Cost Pool Processing & Reporting\Compute & Print Pool Rates

 

Compute Inventory Burden Rates

Projects\Cost and Revenue Processing\Cost Pool Processing & Reporting\Compute Inventory Burden Rates

 

Compute Multi-Job Allocations

Projects\Cost and Revenue Processing\Project Cost Processing\Compute Multi-Job Allocations

 

Compute Project Transfer

Projects\Cost and Revenue Processing\Project Transfer\Compute Project Transfer

 

Compute Multi-Job Allocations

Projects\Cost and Revenue Processing\Project Cost Processing\Compute Multi-Job Allocations

Billing

Adjust Open Billing Detail

Projects\Billing\Prepare Billings\Adjustments in Open Billing Detail

 

Update Cash Basis Bills

Projects\Billing\Prepare Billings\Update Cash Basis Information

 

Update Subcontractor Progress Payments

Projects\Billing\Prepare Billings\Update Subcontractor Progress Payments

 

Load Labor Rates

Projects\Billing\Prepare Billings\Load Labor Rates

Projects\Cost and Revenue Processing\Revenue Processing\Load Labor Rates

 

Calculate Bills

Projects\Billing\Calculate Billings\Calculate Billings

 

Calculate Progress Payment Bills

Projects\Billing\Calculate Billings\Calculate Progress Payment Billings

 

Calculate Retroactive Bills

Projects\Billing\Calculate Billings\Calculate Retroactive Billings

 

Calculate ACRN Bills

Projects\Billing\Calculate Billings\Calculate ACRN Billings

 

Reverse Previous Bills

Projects\Billing\Calculate Billings\Reverse Previous Billings

 

Create Billing EDI Files

Projects\Billing\EDI Billing\Create Billing EDI Files

 

Create WAWF Billing Files

Projects\Billing\Print Billings\Create WAWF Billing Files

Budgets and ETCs

Create Budget Report Tables

Projects\Budgeting and ETC\Total Budgets\Maintain Budget Report Tables

 

Create Estimate-to-Complete Report Tables

Projects\Budgeting and ETC\Estimate To Complete Reporting & Inquiry\Create ETC Report Tables

 

Update Incurred Costs for ETC

Projects\Budgeting and ETC\Estimate To Complete\Update Incurred Cost for ETC

 

Revise ETC

Projects\Budgeting and ETC\Estimate To Complete\Revise ETC

Cost Schedule Status Report

Create C/SSR Report Tables

Projects\Budgeting and ETC\Maintain C/SSRs\Create C/SSR Report Tables

Encumbrance Tracking

Calculate Over-Budget Transactions

Projects\Budgeting and ETC\Encumbrance Tracking\Calculate Over Budget Transactions

Inter-Company Work Orders

Create IWO Allocations

Projects\Inter-Company Work Orders\Create IWO Allocations

 

Export IWO Allocations

Projects\Inter-Company Work Orders\Export IWO Allocations

 

Import IWO Allocations

Projects\Inter-Company Work Orders\Import IWO Allocations

 

IWO Allocation Preprocessor

Projects\Inter-Company Work Orders\IWO Allocation Preprocessor

NASA 533s

Create NASA 533s

Projects\NASA 533s\Create NASA 533s

Post

Post Units Usage

Projects\Billing\Units Usage\Post Unit Usage

 

Post Pool Journal

Projects\Cost and Revenue Processing\Cost Pool Processing & Reporting\Post Pool Journal

 

Post Revenue

Projects\Cost and Revenue Processing\Revenue Processing\Post Revenue

 

Post Standard Bills

Projects\Billing\Post Billings\Post Standard Bills

 

Post Progress Payment Bills

Projects\Billing\Post Billings\Post Progress Payment Bills

 

Post Project Product Bills

Projects\Billing\Post Billings\Post Project Product Bills

 

Post Milestone/Percent Complete Bills

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

 

Post Customer Product Bills

Projects\Billing\Post Billings\Post Customer Product Bills

 

Post Manual Bills

Projects\Billing\Post Billings\Post Manual Bills

 

Post IWO Journal

Projects\Inter-Company Work Orders\Post IWO Journal

Project Planner Interface

Retrieve Labor Rates

Others\Product Interfaces\Project Planner Interface\Retrieve Labor Rates

Project

Update Project Transfer History Tables

Projects\Cost and Revenue Processing\Project Transfer\Update Project Transfer History Tables

 

Process Organization Changes

Projects\Cost and Revenue Processing\Utilities\Process Organization Changes

 

Compute Cost of Goods Sold Entry

Projects\Cost and Revenue Processing\Project Cost Processing\Compute Cost of Goods Sold Entry

 

Compute Burden Cost

Projects\Cost and Revenue Processing\Project Cost Processing\Compute Burden Cost

 

Create Cost Transfer Journal Entry

Projects\Cost and Revenue Processing\Revenue Processing\Create Cost Transfer Journal Entry

 

Process Organization Changes

Projects\Cost and Revenue Processing\Utilities\Process Organization Changes

 

Compute and Print Purchasing Commitments

Projects\Purchasing\Reports\Compute and Print Commitments

 

Update Project Status Report Table

Projects\Inquiry and Reporting\Report Processing\Update Project Status Report Table

 

Update Other Project Report Tables

Projects\Inquiry and Reporting\Report Processing\Create Project Report Tables

Revenue

Load Labor Rates

Projects\Billing\Prepare Billings\Load Labor Rates

 

Compute Revenue

Projects\Cost and Revenue Processing\Revenue Processing\Compute Revenue

 

Redistribute Revenue

Projects\Cost and Revenue Processing\Revenue Processing\Redistribute Revenue

 

Redistribute Revenue by Project

Projects\Cost and Revenue Processing\Revenue Processing\Redistribute Revenue by Project

 

Compute Billing Value of Cost Incurred

Projects\Cost and Revenue Processing\Revenue Processing\Compute Billing Value of Cost Incurred

Unbilled Receivables

Update Unbilled Analysis Report Tables

Projects\Billing\Unbilled Receivables\Create Unbilled Analysis Report