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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Export |
Export ERMS Data |
Others\Product Interfaces\ERMS Interface\Export to ERMS |
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Export Microframe Data |
Others\Product Interfaces\Microframe Interface\Microframe Transfer |
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Import |
Import Project Information |
Projects\Project Setup\Project Master\Upload Project Information |
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Import Units Usage Data |
Projects\Billing\Units Usage\Upload Unit Usage Data |
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Import Multi-Job Allocation Percentage Basis |
Projects\Cost and Revenue Processing\Cost Pool Setup\Upload Multi-Job Allocation Percentage Basis |
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Import Allocation Basis Journal |
Projects\Cost and Revenue Processing\Cost Pool Processing & Reporting\Upload Allocation Basis Journal |
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Import C/SSR Budgets |
Projects\Budgeting and ETC\Maintain C/SSRs\Upload C/SSR Budgets |
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Import ERMS Invoices |
Others\Product Interfaces\ERMS Interface\Import ERMS Invoices |
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Synchronize ERMS Mirror Tables |
Others\Product Interfaces\ERMS Interface\Synchronize ERMS Mirror Tables |
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Import Project Planner Budgets |
Others\Product Interfaces\Project Planner Interface\Import Project Budgets |
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Purge |
Purge Project and Billing Information |
Projects\Cost and Revenue Processing\Utilities\Purge Project and Billing Information |
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Purge Allocation Basis Journal History |
Projects\Cost and Revenue Processing\Utilities\Purge Allocation Basis Journal History |
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Purge Open Billing Detail |
Projects\Billing\Utilities\Purge Open Billing Detail |
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Billing Toolkits |
Assign Source Proj IDs |
Projects\Billing\Utilities\Miscellaneous Functions\Assign Source Project IDs |
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Open Billing Detail Account Function Code Toolkit |
Projects\Billing\Utilities\Miscellaneous Functions\Open Billing Detail Account Function Code Toolkit |
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Manual Bill Edit Serial No Fix |
Projects\Billing\Utilities\Miscellaneous Functions\Manual Bill Edit Serial No Fix |
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Billing Sum Item Key Fix |
Projects\Billing\Utilities\Miscellaneous Functions\Billing Sum Item Key Fix |
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Open Billing Detail Item Key Fix |
Projects\Billing\Utilities\Miscellaneous Functions\Open Billing Detail Item Key Fix |
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Project Product Invoice Line Item Key Fix |
Projects\Billing\Utilities\Miscellaneous Functions\Project Product Invoice Line Item Key Fix |
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Open Billing Detail Labor Toolkit |
Projects\Billing\Utilities\Miscellaneous Functions\Open Billing Detail Labor Toolkit |
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Billing Detail History Item Key Fix |
Projects\Billing\Utilities\Miscellaneous Functions\Billing Detail History Item Key Fix |
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Validate Units Transaction Type Records |
Projects\Billing\Utilities\Miscellaneous Functions\Validate Units Transaction Type Records |
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Update Billing Tables Bill Labor Category |
Projects\Billing\Utilities\Miscellaneous Functions\Update Billing Tables BillLabCatDescr |
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Update Billing Tables for Cumulative Tax |
Projects\Billing\Utilities\Miscellaneous Functions\Update Billing Tables for Cumulative Tax |
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Update Billing Currency Amounts |
Projects\Billing\Utilities\Miscellaneous Functions\Update Billing Currency Amounts |
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Project Toolkits |
Summarize Project Ledger |
Projects\Cost and Revenue Processing\Utilities\Summarize Project Ledger |
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Apply Indirect Costs to Summarized Project* |
Projects\Cost and Revenue Processing\Utilities\Apply Indirect Costs |
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Summarize Project Goal Detail |
Projects\Cost and Revenue Processing\Utilities\Summarize Project Goal Detail |
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Update Project Prior Year History |
Projects\Project Setup\Project History\Update Prior Year History |
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Update Open Billing Detail |
Projects\Billing\Utilities\Update Open Billing Detail |
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Assign Account Function Codes |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Assign Account Function Codes |
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Check Pool Acct/Org Setups |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Check Pool Acct/Org Setups |
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Update Contract and Funded Values |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Update Contract and Funded Values |
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Update Period of Performance |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Update Period of Performance |
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Compare Project Ledger to General Ledger |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Compare Project Ledger to General Ledger |
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Set Up Validations Using POA |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Set Up Validations Using POA |
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Display Invalid Pools in Project Ledger |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Display Invalid Pools in Project Ledger |
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Fix Invalid Pools in Project Ledger |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Fix Invalid Pools in Project Ledger |
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Synchronize Project Master and Project Edit |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Synchronize Project Master and Project Edit Tables |
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Check and/or Rebuild Project Segment IDs |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Check and/or Rebuild Project Segment IDs |
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Copy Pools |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Copy Pools |
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Fix Vendor Employee ID in Labor History |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Fix Vendor Employee ID in Labor History |
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Set Level Correctly in Project Master |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Set Level Correctly in Project Master |
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Check for Unposted Journals |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Check for Unposted Journals |
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Change Period Report Parameters |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Change Period Report Parameters |
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Delete Duplicate Project/Account Combinations |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Delete Duplicate Project/Account Combinations |
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Update POA Table with Valid Links/References |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Update POA table with Valid Links/Reference Numbers |
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Activate/Inactivate Project |
Projects\Cost and Revenue Processing\Utilities\Miscellaneous Toolkits\Activate/Inactivate Project |