Costpoint Online Help

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Table of Contents
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  • Using the Costpoint Online Help
    • Searching Online Help
    • Sending Feedback to Deltek About Any Help Topic
    • Online Help Home Page
  • Accessing Costpoint
    • Costpoint Mobile App and PWA
      • Supported Browsers and Authentication Methods
      • Deploying Costpoint as a Progressive Web App
        • How to Deploy Costpoint PWA on an Android Device
        • How to Deploy Costpoint PWA on an iPhone or iPad
        • How to Deploy Costpoint PWA in Google Chrome
      • Create a Login PIN
      • Change Your Login PIN
      • Quick Launch Menu
      • Mobile QR Code
    • Time and Expense Mobile App Access
      • Supported Operating Systems and Authentication Methods
    • Costpoint Mobile Features
      • List View
      • Saved Query Tabs
      • Swipe Functionality
      • Navigate via My Menu
  • Getting Started
    • Costpoint 8
    • Documentation Feedback
    • User Interface
      • User Interface Overview
      • Costpoint My Menu
      • Navigating the User Interface
      • Costpoint Domains or Products
      • Modules
      • Application Groups
      • Applications
    • Global Menus and Toolbars
      • Global Menus
        • Global Menu
        • Global File Menu
        • Global Line Menu
        • Global Options Menu
        • Global Process Menu
        • Global Workflow Menu
        • Global Help Menu
        • Search Help Topics
      • Global Toolbars
        • Global Toolbar
        • Navigation Toolbar
        • Application Toolbar
    • Application Functions
      • Application Functions: General Information
      • Clone Record and Copy Record
        • Cloning a Record
        • Copying a Record
      • File Upload Manager
      • Lookup
      • Query
        • Find Tab
        • Query Tab
        • Sort Tab
        • Saved Queries Tab
      • Linked Content Files
        • Contents
          • Content Data Fields Subtask
            • Table Information
        • Table Information
        • Saving Files to a CMS
          • Generate and Export a Report File to a CMS
          • Generate an Export File and Save It to a CMS
      • Print Options
        • Tabs
          • System Printer Tab
          • File Options Tab
          • Email Tab
          • Archive Tab
        • Procedures
          • Setting Up and Using a Local Printer
          • Generate Random Password
            • Requirements for Random Password Generation
            • Generate a Random Password
            • Auto Generate Random Password
          • Searching for an Application
    • Support Options
      • Support Services
      • Customer Care
      • Infrastructure Consulting Group
    • Mobile QR Code
      • Access Costpoint With a Mobile QR Code
  • 8.0 Videos and Learning Aids
  • Costpoint Information Center
  • Costpoint Getting Started
    • Introducing Costpoint
    • Deltek Costpoint Domains and Modules Overview
      • Accounting Domain
      • Contracts Domain
      • Projects Domain
      • People Domain
      • Materials Domain
      • Administration Domain
      • Reports and Analytics Domain
    • Accounting Domain Modules
      • General Ledger
      • Multicurrency
      • Accounts Payable
      • Accounts Receivable
      • Cash Management
      • Fixed Assets
      • Consolidations
    • Contracts Domain Modules
      • Opportunities
      • Contracts
      • Resources
      • Contract Management Controls
    • Projects Domain Modules
      • Project Setup
      • Advanced Project Budgeting
      • Budgeting and ETC
      • Cost and Revenue Processing
      • Project Inquiry and Reporting
      • Billing
      • Subcontractor Management
      • NASA 533s
      • Inter-Company Work Orders
    • People Domain Modules
      • Employee
      • Labor
      • Leave
      • Payroll
      • Compensation
      • Personnel
      • Affirmative Action
      • Deferred Compensation Administration
      • Benefits
      • Employee Self Service
      • Team Management
    • Materials Domain Modules
      • Product Definition
      • Bills of Material
      • Routings
      • Engineering Change Notices
      • Procurement Planning
      • Purchasing
      • Receiving
      • Inventory
      • Production Control
      • Sales Order Entry
      • Master Production Scheduling
      • Material Requirements Planning
      • Materials Estimating
    • Administration Domain Modules
      • System Administration
      • Security
      • Job Management
      • Workflow
    • Reports and Analytics Domain Modules
      • Business Intelligence
      • Dashboards
      • BI Configuration
    • Project Manufacturing
      • Project Manufacturing
      • Costpoint Shop Floor Time
      • Data Setup
      • Costpoint Manufacturing Execution
  • Accounting
    • General Ledger
      • General Ledger Task Flow
      • Company Calendar
        • Manage Fiscal Years
          • Display
          • Contents
          • Table Information
        • Manage Accounting Periods
          • Display
          • Contents
          • Table Information
        • Manage Subperiods
          • Display
          • Contents
          • Table Information
        • Manage Alternate Fiscal Year Mapping
          • Display
          • Contents
          • Table Information
          • FAQs
          • Subtask
            • Alternate FY Beginning Balances Subtask
        • Close Periods
          • Display
          • Contents
          • Table Information
      • Organizations
        • Manage Organization Structures
          • Display
          • Contents
          • Table Information
        • Manage Organization Elements
          • Display
          • Contents
          • Table Information
          • Subtask
            • Link to Accounts Subtask
        • Manage Organization User-Defined Labels
          • Display
          • Contents
          • Table Information
          • Subtask
            • Validated Text Subtask
        • Manage Organization User-Defined Information
          • Display
          • Contents
          • Table Information
        • Print Organization List
          • Display
          • Contents
          • Table Information
      • Accounts
        • Configure Account Entry Groups
          • Display
          • Contents
          • Table Information
        • Manage Accounts
          • Display
          • Contents
          • Table Information
          • Subtask
            • Link to Organizations Subtask
        • Link Accounts/Organizations
          • Display
          • Contents
          • Table Information
          • FAQs
        • Mass Link Accounts/Organizations
          • Display
          • Contents
          • Table Information
        • Manage Account User-Defined Labels
          • Display
          • Contents
          • Table Information
          • Subtask
            • Validated Text Subtask
        • Manage Account User-Defined Information
          • Display
          • Contents
          • Table Information
        • Print Account List
          • Display
          • Contents
          • Table Information
        • Print Account/Organization List
          • Display
          • Contents
          • Table Information
      • Reorganizations
        • Manage Reorganization Structures
          • Display
          • Contents
          • Table Information
        • Manage Reoganization Elements
          • Display
          • Contents
          • Table Information
          • Subtask
            • Link Reorganizations to Orgs Subtask
        • Link Reorganizations/Organizations
          • Display
          • Contents
          • Table Information
        • Mass Link Reorganizations/Organizations
          • Display
          • Contents
      • Reference Numbers
        • Manage Reference Structures
          • Display
          • Contents
          • Table Information
        • Manage Reference Elements
          • Display
          • Contents
          • Table Information
          • Subtask
            • Link to ACCT/ORGS Subtask
        • Link References/Accounts/Organizations
          • Display
          • Contents
          • Table Information
        • Mass Link References/Accounts/Organizations
          • Display
          • Contents
      • Journal Entry Processing
        • Manage System Assigned JE Number
          • Display
          • Contents
          • Table Information
          • Subtask
            • Journal Activity
        • Recurring Entries
          • Configure Journal Entry Cycles
            • Display
            • Contents
            • Table Information
            • Subtask
              • Selected Periods Subtask
          • Manage Recurring Journal Entry Templates
            • Display
            • Contents
            • Table Information
            • Subtask
              • Show Template Subtask
                • Employee Labor
                • Vendor Labor
          • Create Recurring Journal Entries
            • Display
            • Contents
            • Table Information
        • Journal Entries
          • Manage Journal Entries
            • Display
            • Contents
            • Table Information
            • FAQs
            • Subtasks
              • Reversing Subtask
              • Recurring Subtask
              • Exchange Rates Subtask
              • Employee Labor Subtask
              • Vendor Labor Subtask
          • Print Journal Entry Edit Report
            • Display
            • Contents
            • Table Information
        • Approvals and Posting
          • Assign Journal Entry Approvers to Users
            • Display
            • Contents
            • Table Information
            • Subtask
              • Link Users Subtask
          • Print Pending Journal Entries Report
            • Display
            • Contents
            • Table Information
          • Approve Journal Entries
            • Display
            • Contents
            • Table Information
            • Subtasks
              • JE Detail Subtask
              • Exchange Rates Subtask
          • Print Approved Journal Entries Report
            • Display
            • Contents
            • Table Information
          • Post Journal Entries
            • Display
            • Contents
            • Table Information
          • Reverse Posted Journal Entry
            • Display
            • Contents
            • Table Information
          • Print Journal Entry Posting Summary Report
            • Display
            • Contents
            • Table Information
        • Accruals
          • Configure Purchase Order Accruals
            • Display
            • Contents
            • Table Information
          • Configure Expense Commitment Accruals
            • Display
            • Contents
            • Table Information
          • Create Purchase Order Accruals
            • Display
            • Contents
            • Table Information
          • Create Subcontract Purchase Orders Retention Accruals
            • Display
            • Contents
            • Table Information
          • Create Expense Commitment Accruals
            • Display
            • Contents
            • Table Information
        • Revaluation
          • Create Revaluation Entry
            • Display
            • Contents
            • Table Information
      • Multi-Company Processing
        • Create/Delete Intercompany Receivables
          • Display
          • Contents
          • Table Information
          • FAQs
        • Print Intercompany Receivable Edit Report
          • Display
          • Contents
        • Post Intercompany Receivables
          • Display
          • Contents
          • Table Information
          • FAQs
      • Sales and Value Added Tax Processing
        • Update Tax Report Tables
          • Display
          • Contents
          • Table Information
        • Print Sales/Value Added Tax Report
          • Display
          • Contents
        • Print Intra European Community Trade Statistics Report
          • Display
          • Contents
        • View Tax Reporting Status By Tax Account
          • Display
          • Contents
          • Table Information
          • Subtask
            • Tax Accounts Subtask
        • View Tax Reporting Status By Transaction
          • Display
          • Contents
          • Table Information
      • General Ledger Beginning Balances
        • Update General Ledger Beginning Balances
          • Display
          • Contents
          • Table Information
        • Manage Non-Project Beginning Balances
          • Display
          • Contents
          • Table Information
          • Subtask
            • Transactional Currency Beginning Balances Subtask
        • Manage PY Non-Project Comparative Balances
          • Display
          • Contents
          • Table Information
        • Manage Prior Year Project Comparative Balances
          • Display
          • Contents
          • Table Information
        • Manage Project Beginning Balances
          • Display
          • Contents
          • Table Information
          • Subtask
            • Transactional Currency Beginning Balances Subtask
        • Manage Reference Beginning Balances
          • Display
          • Contents
          • Table Information
      • General Ledger Budgets
        • Manage Budget Revisions
          • Display
          • Contents
          • Table Information
        • Manage Organization/Account Budgets 
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Adjust Actuals Subtask
            • Spread Subtask
            • Fill Subtask
            • Move Subtask
            • Escalate Subtask
        • Print General Ledger Budgets
          • Display
          • Contents
      • Financial Statement Configuration
        • Manage Equity Override Accounts
          • Display
          • Contents
          • Table Information
        • Exclude Accounts From Create Revaluation Entry
          • Display
          • Contents
          • Table Information
        • Manage Cash Flow Account Types
          • Display
          • Contents
          • Table Information
        • Manage Financial Statements
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Cash Flow Accounts Subtask
            • Link to Accounts Subtask
        • Print Financial Statement Setup
          • Display
          • Contents
          • Table Information
        • Print Unassigned/Duplicate Account Report
          • Display
          • Contents
          • Table Information
          • Subtask
            • F/S Code Non-Contiguous Ranges
      • General Ledger Reports/Inquiries
        • Reports
          • Create General Ledger Report Tables
            • Display
            • Contents
            • Table Information
          • Create Preliminary Cash Flow Statements
            • Display
            • Contents
            • Table Information
          • Manage Preliminary Cash Flow Statements
            • Display
            • Contents
            • Table Information
          • Print Financial Statements
            • Display
            • Contents
            • Table Information
          • Print Financial Statement Detail Report
            • Display
            • Contents
            • Table Information
          • Print YTD Comparative Financial Statements
            • Display
            • Contents
          • Print General Ledger Detail Report
            • Display
            • Contents
            • Table Information
          • Print General Ledger Posting Summary Report
            • Display
            • Contents
            • Table Information
          • Print Project Ledger Detail Report
            • Display
            • Contents
            • Table Information
          • Print Project Trial Balance Report
            • Display
            • Contents
          • Print Trial Balance Report
            • Display
            • Contents
            • Table Information
        • Inquiries
          • Compare General Ledger Actual To Budget Activity
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Period Subtask
                • Postings Subtask
                  • Labor Subtask
                  • Transactions Subtask
              • Transactions Subtask
          • View Account Activity
            • Display
            • Contents
            • Table Information
            • Subtask
              • Posting Detail Subtask
          • View General Ledger Activity
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Periods Subtask
                • Postings Subtask
                  • Transaction Subtask
                  • Labor Subtask
                • Transactions Subtask
              • Transactions Subtask
              • Labor Subtask
      • General Ledger Utilities
        • Defer Unposted Transactions
          • Display
          • Contents
          • Table Information
          • Subtasks
            • AP Voucher Number Non-Contiguous Ranges Subtask
            • PO Voucher Number Non-Contiguous Ranges Subtask
            • JE Number Non-Contiguous Ranges Subtask
            • Timesheet Date Non-Contiguous Ranges Subtask
        • Print Labor History To General Ledger Comparison Report
          • Display
          • Contents
          • Table Information
        • Purge Intercompany Receivables
          • Display
          • Contents
          • Table Information
        • Purge Journal Entry History
          • Display
          • Contents
          • Table Information
        • Update Financial Statement Summary Balances
          • Display
          • Contents
          • Table Information
        • Update Reference Summary Balances
          • Display
          • Contents
          • Table Information
      • General Ledger Interfaces
        • Manage Journal Entry Preprocessor Settings
          • Display
          • Contents
        • Import Journal Entries
          • Display
          • Contents
        • Corporate Planner To Costpoint Interface Overview
        • Corporate Planner
          • Display
          • Contents
      • General Ledger Controls
        • Configure General Ledger Settings
          • Display
          • Contents
          • Table Information
          • FAQs
          • Subtasks
            • Corporate G/L Settings Subtask
            • Approval Settings Subtask
        • Configure Company Information
          • Display
          • Contents
          • Table Information
      • Related Topics
        • Reference Numbers
          • Reference Numbers as an Alternate Reporting Structure
          • Reference Numbers for Data Entry
          • Alternate Organizations (Reorganizations) and Reference Numbers
          • Initialize Reference Numbers for Alternate Reporting or Data Entry
            • Alternate Reporting Structure
            • Reference Numbers Used In Data Entry
        • Intercompany Receivables
          • Processing
        • Organizational Security
          • Organizational Security Implementation
          • Applications Subject to Organizational Security
        • Balance Sheet Revaluation
          • Balance Sheet Revaluation
          • Example Balance Sheet Revaluation
          • Comprehensive Income Reporting
          • Set Up Costpoint for Balance Sheet Revaluation and Comprehensive Income Reporting
            • Step 1: Add a line for other comprehensive income to your balance sheets
            • Step 2: Identify equity accounts that you want to revalue using a weighted average historical exchange rate
            • Step 3: Select a method for including comprehensive income on financial statements
            • Step 4: Set up financial statements to include comprehensive income
          • Perform the Balance Sheet Revaluation
          • Generate Financial Statements That Include Comprehensive Income
        • Closing The Accounting Period
          • Step-by-Step Narrative
        • Closing The Fiscal Year
          • Timing
          • Fiscal Year Closing Procedures
          • After Closing the Fiscal Year
          • Other Issues
        • Value Added Tax
          • Set Up Value Added Tax
        • Interim And Final Rates
    • Multicurrency
      • Multicurrency Task Flow
      • Exchange Rates
        • Manage Exchange Rate Sources
          • Display
          • Contents
          • Table Information
        • Manage Exchange Rate Groups
          • Display
          • Contents
          • Table Information
        • Manage Exchange Rates by Date
          • Display
          • Contents
          • Table Information
        • Manage Daily Exchange Rates
          • Display
          • Contents
          • Table Information
        • Import Daily Exchange Rates
          • Display
          • Contents
          • Table Information
        • Manage Exchange Rates by Period
          • Display
          • Contents
          • Table Information
        • Manage Period Exchange Rates
          • Display
          • Contents
          • Table Information
        • Print Exchange Rates Report
          • Display
          • Contents
          • Table Information
      • Gains/Losses Processing
        • Update Open Accounts Payable Exchange Rates
          • Display
          • Contents
          • Table Information
        • Update Open Accounts Receivable Exchange Rates
          • Display
          • Contents
          • Table Information
        • Compute/Post Unrealized Gains/Losses
          • Display
          • Contents
          • Table Information
      • Multicurrency Utilities
        • Compute Future Value of Money
          • Display
          • Contents
        • Update Currency Codes for Current Version
          • Display
          • Contents
      • Multicurrency Controls
        • Configure Multicurrency Settings
          • Display
          • Contents
          • Table Information
        • Manage Multicurrency Accounts
          • Display
          • Contents
          • Table Information
        • Manage Currency ISO Codes
          • Display
          • Contents
          • Table Information
      • Currency Controls
        • Manage Currencies
          • Display
          • Contents
          • Table Information
          • Related Topics
            • Paying a Multicurrency Invoice
              • PMI Currencies for Accounts Payable
              • PMI Before You Start
              • PMI Step 1
              • PMI Step 2
              • PMI Step 3
              • PMI Step 4
              • PMI Step 5
              • PMI Step 6
              • PMI Step 7
              • PMI Step 8
              • PMI Step 9
              • PMI Step 10
            • Creating Multicurrency Purchase Orders
              • CMPO Currencies for Purchasing
              • CMPO Before You Start
              • CMPO Step 1
              • CMPO Step 2
              • CMPO Step 3
              • CMPO Step 4
              • CMPO Step 5
              • CMPO Step 6
              • CMPO Step 7
              • CMPO Step 8
            • FAQs Managing Exchange Rates
            • Billing and Cash Receipts in Multiple Currencies
              • BCRMC Currencies for Billing and Accounts Receivable
              • BCRMC Before You Start
              • BCRMC Create a Multicurrency Invoice and Record Payment of that Invoice
              • BCRMC Step 1
              • BCRMC Step 2 (optional)
              • BCRMC Step 3
              • BCRMC Step 4
              • BCRMC Step 5
              • BCRMC Step 6
              • BCRMC Step 7
              • BCRMC Step 8
              • BCRMC Step 9
              • BCRMC Step 10
            • Currencies in Costpoint
              • CIC Data Formatting Options in Costpoint and Windows®
              • CIC Formatting Issues
              • CIC Making Sure Costpoint Data Is Consistent
              • CIC Prepare Costpoint to Run in Your Chosen Currency
              • CIC Currency and Related Formatting Settings in Screens and Reports
              • CIC Special Types of Data
              • CIC Currency Data Storage in the Costpoint Database
              • CIC Error Messages Involving Currency
            • Posting Unrealized Gains/Losses
              • ITD Balance Method
              • Net Change Method
        • Manage Currency Status
          • Display
          • Contents
          • Table Information
    • Accounts Payable
      • Accounts Payable Task Flow
        • Accounts Payable Task Flow Page 1
        • Accounts Payable Task Flow Page 2
        • Accounts Payable Task Flow Page 3
        • Accounts Payable Task Flow Page 4
      • Vendors
        • Vendors
          • Manage Vendors
            • Display
            • Contents
            • Table Information
            • Tabs
              • Header Tab
              • Defaults Tab
              • Notes Tab
            • Subtasks
              • Vendor Employees Subtask
                • Tabs
                  • Subcontractor Management Information Tab
                  • Contacts Tab
                • Labor Information and History Subtask
                  • Default Transactional Invoice Rates Subtask
                • Skills Subtask
                • Trainings Subtask
                • Security Subtask
                  • Security Clearances Subtask
                • Properties Subtask
                • Work Assignments Subtask
              • Vendor Classification Subtask
              • Currencies Subtask
                • Table Information
              • Subcontractor Info Subtask
                • Insurance Subtask
                • Bonds Subtask
                • Liens Subtask
              • Credit Card Info Subtask
              • Addresses Subtask
                • Contacts Subtask
                • EFT Info (Non-US) Subtask
                • EFT Info (US) Subtask
              • Default Expense Accounts Subtask
              • VAT Info Subtask
              • CIS Info Subtask
              • User-Defined Info Subtask
          • Manage Vendor User-Defined Information
            • Display
            • Contents
            • Table Information
          • Approve Vendors
            • Display
            • Contents
            • Table Information
          • Print Vendor List
            • Display
            • Contents
          • Print Vendor Information Report
            • Display
            • Contents
        • Vendor Employees
          • Manage Vendor Employees
            • Display
            • Contents
            • Table Information
            • Tabs
              • Subcontractor Management Information Tab
              • Contacts Tab
            • Subtasks
              • Labor Information and History Subtask
                • Default Transactional Invoice Rates Subtask
              • Certification Details Subtask
              • Skills Subtask
              • Trainings Subtask
              • Security Subtask
                • Security Clearances Subtask
                  • Link SCI/SAP Security Codes Subtask
              • Properties Subtask
              • Work Assignments Subtask
          • Approve Vendor Employees
            • Display
            • Contents
            • Table Information
          • Print Vendor Employee Detail Report
            • Display
            • Contents
      • Voucher Processing
        • Accounts Payable Voucher Entry
          • Manage Accounts Payable Vouchers
            • Display
            • Contents
            • Table Information
            • FAQs
            • Tabs
              • Header Info Tab
              • Details Tab
              • Address Tab
              • Check Tab
              • Recur Tab
              • Subcontractor Info Tab
              • Notes/Doc Loc Tab
              • Entry Defaults Tab
            • Subtasks
              • Exchange Rates Subtask
              • Voucher Totals Subtask
              • Vendor Labor Subtask
              • Currency Line Subtask
              • Customs Info Subtask
          • Create Recurring Accounts Payable Vouchers
            • Display
            • Contents
            • Table Information
        • Purchase Order Voucher Entry
          • Approve PO Invoices
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Invoice Approval History Subtask
              • Standard Text Subtask
              • Exchange Rates Subtask
              • Receipts Subtask
              • Line Charges Subtask
              • Account Distribution Subtask
              • Vendor Labor Subtask
                • Vendor Labor Details Subtask
              • Vendor Expense Reports Subtask
                • Expense Report Details Subtask
              • Currency Line Subtask
              • Line Documents Subtask
          • Manage Purchase Order Vouchers
            • Display
            • Contents
            • Table Information
            • Tabs
              • Header Info Tab
              • Details Tab
              • Address Tab
              • Check Tab
              • Subcontractor Info Tab
              • Notes/Doc Loc Tab
              • Actions Tab
              • Invoice Approvals Tab
            • Subtasks
              • Auto Allocate Charges Subtask
              • PO Voucher Totals Subtask
              • Exchange Rates Subtask
              • Header Documents Subtask
              • Standard Text Subtask
              • Receipts Subtask
              • Vendor Returns Subtask
              • Line Charges Subtask
              • Account Distribution Subtask
              • Vendor Labor Subtask
                • Vendor Labor Details Subtask
              • Currency Line Subtask
              • Customs Info Subtask
              • Sub PO Line Subtask
              • Line Documents Subtask
              • Vendor Expense Reports Subtask
                • Expense Report Details Subtask
                  • Expense Transaction Details Subtask
              • Delivery Schedule Subtask
          • Create PO Vouchers from POs/Receipts
            • Display
            • Contents
            • Table Information
          • Create Subcontract Purchase Order Vouchers
            • Display
            • Contents
            • Table Information
          • Create Debit Memos
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Header Documents Subtask
              • PO Line Accounts Subtask
              • Line Documents Subtask
              • PO Receipts Subtask
              • Inspections Subtask
              • Vend Returns Subtask
          • Print Debit Memos
            • Display
            • Contents
          • Print Voucher Edit Report
            • Display
            • Contents
        • Voucher Approvals
          • Print Duplicate Invoices
            • Display
            • Contents
          • Recompute and Print Discrepancies
            • Display
            • Contents
            • Table Information
          • Print Pending Vouchers Report
            • Display
            • Contents
          • Approve Vouchers
            • Display
            • Contents
            • FAQs
            • Subtasks
              • Voucher Detail Subtask
                • Currency Line Subtask
              • PO Voucher Lines Subtask
              • Exchange Rates Subtask
              • Voucher Totals Subtask
          • Print Approved Voucher List
            • Display
            • Contents
        • Voucher Posting
          • Post Vouchers
            • Display
            • Contents
            • Table Information
            • FAQs
          • Reverse Posted Vouchers
            • Display
            • Contents
            • Table Information
            • Subtask
              • Voucher Number Non-Contiguous Ranges Subtask
      • Payment Processing
        • Voucher Selection
          • Update Pay When Paid Voucher History
            • Display
            • Contents
            • Table Information
          • Select Vouchers For Payment
            • Display
            • Contents
            • Table Information
          • Edit Voucher Payment Status
            • Display
            • Contents
            • Table Information
            • Subtasks
              • AP Account Description Totals Subtask
              • Pay Vendor Totals Subtask
              • Voucher Totals Subtask
              • Exchange Rates Subtask
              • Voucher Detail Subtask
                • Currency Line Subtask
              • PO Details Subtask
              • Pay When Paid Subtask
        • Check Payment Processing
          • Approve Checks
            • Display
            • Contents
            • Table Information
            • Subtask
              • Check Details Subtask
                • Exchange Rates Subtask
          • Print Prepayment Edit Report
            • Display
            • Contents
          • Print/Void Checks
            • Display
            • Contents
            • Order Compatible Forms
            • Tabs
              • Signature Tab
              • Company Logo Tab
              • Check Stub Tab
          • Manage Manual Checks
            • Display
            • Contents
            • Table Information
            • FAQs for the Manage Manual Checks Screen
            • Subtask
              • Exchange Rates Subtask
          • Manage Unusable Checks
            • Display
            • Contents
          • Post Cash Disbursements
            • Display
            • Contents
            • Table Information
        • Electronic Funds Transfer Payment Processing
          • Print EFT Pre-Transfer Edit Report
            • Display
            • Contents
          • Create EFT File
            • Display
            • Contents
            • Table Information
          • Print EFT Edit Report
            • Display
            • Contents
            • Table Information
        • Construction Industry Scheme Voucher Processing
          • Manage CIS Voucher History
            • Display
            • Contents
            • Table Information
          • Manage Spoilt CIS Vouchers
            • Display
            • Contents
            • Table Information
      • Year-End Processing
        • 1099s Overview
        • 1099 Income Calculation Examples
        • Electronic Filing/Magnetic Media Overview
        • Create 1099 Information
          • Display
          • Contents
          • Table Information
        • Print 1099 Edit Report
          • Display
          • Contents
          • Table Information
        • Edit 1099 Information
          • Display
          • Contents
          • Subtask
            • Check Detail Subtask
        • Print/Create 1099s and Magnetic Media
          • Display
          • Contents
      • Accounts Payable Reports/Inquiries
        • Reports
          • Print Accounts Payable History Report
            • Display
            • Contents
          • Print Cash Requirements Report
            • Display
            • Contents
          • Print Check Register Report
            • Display
            • Contents
          • Print Open Accounts Payable Report
            • Display
            • Contents
            • FAQs
          • Print Subcontractor Information Report
            • Display
            • Contents
          • Print Vendor Bank Information Report
            • Display
            • Contents
          • Print Voucher Register Report
            • Display
            • Contents
        • Inquiries
          • View Check History Inquiry
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Vendor Subtask
              • Contacts Subtask
              • Vouchers Subtask
                • Exchange Rates Subtask
                • AP Voucher Detail
                  • Vendor Labor Subtask
                  • Currency Line Subtask
                • Voucher Totals Subtask
                • PO Voucher Detail Subtask
                  • Accounts Subtask
                    • Vendor Labor Subtask
                  • Currency Line Subtask
                • PO Voucher Totals Subtask
                • PO Detail Subtask
          • View Vendor History Inquiry
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Vouchers Subtask
                • Exchange Rates Subtask
                • AP Voucher Detail Subtask
                  • Currency Line Subtask
                  • Vendor Labor Subtask
                • Voucher Totals Subtask
                • PO Voucher Detail Subtask
                  • Currency Line Subtask
                  • Accounts Subtask
                • PO Voucher Totals Subtask
                • Checks Disbursed Subtask
                • PO Details Subtask
              • Checks Disbursed Subtask
                • Vouchers Subtask
              • Address Subtask
                • Contacts Subtask
          • View Voucher History Inquiry
            • Display
            • Contents
            • Table Information
            • FAQs
            • Subtasks
              • Exchange Rates Subtask
              • AP Voucher Detail Subtask
                • Currency Line Subtask
                • Vendor Labor Subtask
              • Voucher Totals Subtask
              • PO Voucher Detail Subtask
                • Currency Line Subtask
                • Accounts Subtask
                  • Vendor Labor Subtask
              • PO Voucher Totals Subtask
              • Checks Disbursed Subtask
              • PO Detail Subtask
      • Accounts Payable Utilities
        • Manage Vendor History
          • Display
          • Contents
          • Table Information
          • Save the Table Order
          • Tabs
            • Vendor History Tab
            • Header Info Tab
            • Address Tab
            • Subcontractor Info Tab
            • Notes/Doc Loc Tab
            • Recalculate Lines Tab
          • Subtasks
            • Exchange Rates Subtask
            • Voucher Totals Subtask
            • Vendor Labor Subtask
            • Currency Line Subtask
            • Customs Info Subtask
        • Manage Check History
          • Display
          • Contents
          • Table Information
          • Subtask
            • Exchange Rates Subtask
        • Convert EFT File to Non-US Format
          • Display
          • Contents
          • Subtask
            • Options Subtask
        • Purge Vouchers
          • Display
          • Contents
          • Table Information
        • Update Discount Method for Posted Vouchers
          • Display
          • Contents
          • Table Information
        • Update Vendor Address Line Information
          • Display
          • Contents
          • Table Information
        • Update Vendor Default Account Descriptions
          • Display
          • Contents
          • Table Information
          • Subtask
            • Vendor Non-Contiguous Ranges Subtask
      • Accounts Payable Interfaces
        • Import Vendors
          • Display
          • Contents
          • Table Information
          • Related Topics
            • Input Files and Database Tables
            • Error Messages
        • Manage Accounts Payable Voucher Suspense
          • Display
          • Contents
        • Import Accounts Payable Vouchers
          • Display
          • Contents
          • Table Information
          • Related Topics
            • Processing Details
            • Error Messages
            • Detailed Table Specifications Related Topics
        • Import Accounts Payable Multicurrency Vouchers
          • Display
          • Contents
          • Table Information
          • Subtask
            • Exchange Rates Subtask
          • Related Topics
            • Multicurrency A/P Voucher Processing Details
            • Error Messages
            • Detailed Table Specifications
        • Import Purchase Order Vouchers
          • Display
          • Contents
          • Table Information
          • Related Topics
            • Input Files
            • Processing Details
            • Error Messages
            • Detailed Table Specifications
            • Additional Information About the Import PO Vouchers Screen
            • Appendix
        • Import Company Credit Card Transactions
          • Display
          • Contents
          • Table Information
        • Configure TE Suspense Settings
          • Display
          • Contents
        • Import TE Expenses/Advances
          • Display
          • Contents
          • Table Information
          • Input Files
            • Input File for Expenses
            • Input File for Advances
          • Related Topics
            • Validations for TE Preprocessor Input File
            • Column Mappings for AP Voucher Tables
            • Vouchers Created
            • Currency Calculations
            • Error File and Error Report
            • Screen Error Messages
            • Input File (User-Named)
        • Configure TE Commitments Suspense Settings
          • Display
          • Contents
          • Table Information
        • Import TE Expense Commitments
          • Display
          • Contents
          • Table Information
          • Related Topic
            • Input File Validation
        • Import Vendor Employees
          • Display
          • Contents
          • Table Information
          • Related Topics
            • Processing Details
            • Input Files
            • Warning and Error Messages
        • Import GovWin IQ Vendor Data
          • Display
          • Contents of the Import GovWin IQ Vendor Data Screen
          • Table Information
      • Accounts Payable Controls
        • Configure Accounts Payable Settings
          • Display
          • Contents
          • Table Information
        • Configure Check/EFT Email Settings
          • Display
          • Contents
          • Table Information
        • Manage Accounts Payable Accounts
          • Display
          • Contents
          • Table Information
        • Manage Cash Accounts
          • Display
          • Contents
          • Table Information
        • Manage Cash Requirements Rpt Supplemental Amounts
          • Display
          • Contents
          • Table Information
          • Subtask
            • Exchange Rates Subtask
        • Configure Accounts Payable Voucher Settings
          • Display
          • Contents
          • Table Information
          • FAQs
        • Configure Purchase Order Voucher Settings
          • Display
          • Contents
        • Configure Voucher Approver Settings
          • Display
          • Contents
          • Table Information
          • Subtask
            • Link Users Subtask
        • Manage Recurring A/P Voucher Codes
          • Display
          • Contents
        • Manage Credit Card Import Information
          • Display
          • Contents
        • Manage Insurance Carrier Information
          • Display
          • Contents
          • Table Information
        • Manage Construction Industry Scheme Codes
          • Display
          • Contents
          • Table Information
      • Lien Waiver Controls
        • Manage Lien Waiver Document Names
          • Display
          • Contents
          • Table Information
        • Manage Project Waiver Information
          • Display
          • Contents
        • Print Lien Waivers
          • Display
          • Contents
          • Table Information
        • Manage Lien Waiver Information
          • Display
          • Contents
          • Table Information
          • Subtask
            • Lien Waiver Detail Subtask
      • Vendor and Subcontractor Controls
        • Configure Vendor Settings
          • Display
          • Contents
          • Table Information
        • Manage Vendor Terms
          • Display
          • Contents
        • Configure Vendor Approver Settings
          • Display
          • Contents
          • Table Information
        • Manage Vendor User-Defined Labels
          • Display
          • Contents
          • Subtask
            • Validated Text Subtask
        • Manage Subcontractor Insurance Types
          • Display
          • Contents
          • Table Information
        • Manage Subcontractor Bond Types
          • Display
          • Contents
          • Table Information
        • Vendor Employee Settings
          • Manage Security Clearance Settings
            • Display
            • Contents
            • Table Information
          • Manage SCI/SAP Clearance Codes
            • Display
            • Contents
            • Table Information
          • Manage Vendor Employee Approval Groups
            • Display
            • Contents
            • Table Information
      • Related Topics
        • Reconciliation of A/P to G/L
          • Reconcile A/P to G/L
        • Unusable Checks/Voided Checks
          • Void a Check Lost in the Mail
          • What to Do When a Check Is Issued for an Incorrect Amount
          • What to Do When a Check Should Not Have Been Issued
        • Printing A/P Checks
          • Voiding Checks/EFT Advices
          • Pre-Printed Laser Checks Features
          • Blank Laser Checks Features
        • Record a Manual Check
        • Set Up Check Approvals
        • Voiding Checks
          • Void a Check
        • 1099 FAQs
        • Data Entry Statuses
        • Set Up Recurring Vouchers
          • Voucher Numbering
          • Voucher Information
          • Creation Criteria
          • Destination FY/Pd/Subpd
          • Reporting
        • Electronic Funds Transfer (EFT)
          • Printing an EFT Edit Report
          • General Procedure for Checks
          • General Procedure for EFT
        • Manual Checks
          • Enter a Manual Check
        • Subcontractors
          • Liens
          • Checklist: Complete Liens Information
          • Insurance
          • Subcontractor Checklist: Complete Insurance Information
          • Bonds
          • Subcontractor Checklist: Complete Bonds Information
          • Projects and Subcontractors
        • Pay When Paid Items
          • Set Up the Pay-When-Paid Functionality
        • Accounts Payable Voucher with VAT Amount
        • Pro Forma VAT Invoices
    • Accounts Receivable
      • Accounts Receivable Task Flow
      • Customers
        • Manage Customers
          • Display
          • Contents
            • Default Accounts Subtask
            • Notes Subtask
            • Multicurrency Subtask
            • VAT Info Subtask
            • User-defined Info Subtask
            • Customer Alias Subtask
            • Contacts Subtask
          • Table Information
          • Tabs
            • Customer Details Tab
            • Sales Order Tab
            • SO Address/Contacts Tab
            • Credit Info Tab
        • Manage Customer User-Defined Information
          • Display
          • Contents
          • Table Information
        • Print Customer List
          • Display
          • Contents
      • Cash Receipts Processing
        • Manage Cash Receipts
          • Display
          • Contents
            • Invoice Information Subtask
            • Transfers Subtask
            • Exchange Rates Subtask
          • Table Information
        • Copy/Reverse Cash Receipts
          • Display
          • Contents
            • Cash Receipts Non-Contiguous Ranges Subtask
          • Table Information
        • Print Cash Receipts Edit Report
          • Display
          • Contents
        • Post Cash Receipts
          • Display
          • Contents
          • Table Information
        • Print Cash Receipts Register Report
          • Display
          • Contents
        • Edit/Manage A/R Underpayment Amounts
          • Display
          • Contents
          • Table Information
          • Procedures
            • Clear Outstanding Amounts From The A/R Aging Report
      • Lien Waiver Controls
        • Manage Lien Waiver Document Names
          • Display
          • Contents
        • Manage A/R Project Waiver Information
          • Display
          • Contents
          • Table Information
        • Print A/R Lien Waiver Forms
          • Display
          • Contents
        • Manage A/R Lien Waiver Information
          • Display
          • Contents
            • Lien Waiver Detail Subtask
          • Table Information
      • Finance Charges
        • Compute Customer Finance Charges
          • Display
          • Contents
      • Accounts Receivable Reports and Inquiries
        • Reports
          • Print Accounts Receivable Aging Report
            • Display
            • Contents
              • Customer Non-Contiguous Ranges Subtask
              • Project Non-Contiguous Ranges Subtask
              • Account Non-Contiguous Ranges Subtask
              • Organization Non-Contiguous Ranges Subtask
              • Customer Name Non-Contiguous Ranges Subtask
              • User DEF1 Non-Contiguous Ranges Subtask
              • User DEF2 Non-Contiguous Ranges Subtask
          • Print Accounts Receivable History Report
            • Display
            • Contents
          • Print Customer Statements
            • Display
            • Contents
        • Inquiries
          • View Receivables And Collections
            • Display
            • Contents
              • Customer Notes Subtask
              • Contacts Subtask
              • Invoice Detail Subtask
                • Cash Receipt Detail Subtask
                  • Exchange Rates1 Subtask
                • Finance Info Subtask
                  • Exchange Rates2 subtask
                • Invoice Detail Exchange Rates Subtask
              • Invoice Notes Subtask
              • Sales Tax Subtask
              • Finance Charges Computed Subtask
              • Finance Charges Received Subtask
            • Table Information
      • Accounts Receivable Utilities
        • Manage Accounts Receivable History
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Contacts Subtask
            • Exchange Rates Accounts Receivable History Subtask
            • Invoice Detail Subtask
              • Cash Receipt Detail Subtask
                • Cash Receipts Subtask
              • Finance Info Subtask
                • Finance Info Subtask
              • History Invoice Detail Subtask
            • Invoice Notes Subtask
            • Sales Tax Subtask
            • Finance Charges Computed Subtask
            • Finance Charges Received Subtask
      • Accounts Receivable Interfaces
        • Manage Cash Receipts Preprocessor Settings
          • Display
          • Contents
          • Table Information
        • Import Cash Receipts
          • Display
          • Contents
            • Import Cash Receipts Table Maps
            • Import Cash Receipts Validations
            • Import Cash Receipts Processing Considerations
            • Import Cash Receipts
          • Table Information
      • Accounts Receivable Controls
        • Configure Accounts Receivable Settings
          • Display
          • Contents
          • Table Information
        • Configure System Assigned Cash Receipt Number
          • Display
          • Contents
            • Journal Activity Subtask
          • Table Information
        • Manage Transfer Accounts
          • Display
          • Contents
          • Table Information
        • Customer Settings
          • Manage Customer Terms
            • Display
            • Contents
            • Table Information
          • Manage Customer User-Defined Labels
            • Display
            • Contents
              • Validated Text Subtask
            • Table Information
          • Manage Customer Types
            • Display
            • Contents
            • Table Information
          • Manage Customer Credit Limits
            • Display
            • Contents
            • Table Information
          • Manage Customer Credit Ratings
            • Display
            • Contents
            • Table Information
          • Manage Sales Territories
            • Display
            • Contents
            • Table Information
          • Manage Shipping Methods
            • Display
            • Contents
            • Table Information
      • Administrative Utilities
        • Purge Cash Receipts History
          • Display
          • Contents
          • Table Information
        • Purge Customers
          • Display
          • Contents
            • Customer Non-contiguous Ranges Subtask
          • Table Information
      • Related Topics
        • Customer Statement
        • A/R Aging Report To The G/L
          • Reconcile and Verify Reports for Previous Periods
          • Post All Cash Receipts
          • Post All Billing Transactions
          • Freeze the General Ledger
          • Print the Accounts Receivable Aging Report
          • Print the Trial Balance
          • Compare the Two Reports
          • Make any necessary adjustments to correct differences
          • Rerun the Accounts Receivable Aging Report and the Trial Balance
          • Review your results
          • Retain Reports
          • If the reports still don't reconcile
    • Cash Management
      • Cash Management Process Flow
      • Bank Reconciliations Overview
      • Bank Account Management
        • Manage Company Bank Accounts (US Banks)
          • Display
          • Contents
          • Table Information
          • Tabs
            • Details Tab
            • Upload Bank Settings Tab
          • Subtasks
            • Approved Intermediary Banks Subtask
            • EFT Bank Info Subtask
              • Table Information
              • Tabs
                • Bank Info Tab
                • ACH Info Tab
                • EDI Addenda 820 Info Tab
            • View Cash Accounts Subtask
        • Manage Company Bank Accounts (Non-US Banks)
          • Display
          • Contents
          • Table Information
          • Tabs
            • Details Tab
            • Upload Bank Settings Tab
          • Subtasks
            • Approved Intermediary Banks Subtask
            • EFT Bank Info (Non-US Bank) Subtask
            • View Cash Accounts Subtask
        • Adjust Currency Balances
          • Display
          • Contents
          • Subtasks
            • Adjust/Revalue Subtask
              • Exchange Rates Subtask
            • Reversal Subtask
        • Update Cash Accounts
          • Display
          • Contents
        • Manage Bank Statement Information
          • Display
          • Contents
          • Table Information
          • Subtask
            • Bank Statement Details Subtask
        • Print Bank Reconciliation Summary Report
          • Display
          • Contents
        • Print Bank Statement Report
          • Display
          • Contents
        • Create Bank Transactions History
          • Display
          • Contents
          • Subtask
            • Exchange Rates Subtask
        • Accept Bank Transactions
          • Display
          • Contents
          • Table Information
        • Process Bank Transactions Acceptances
          • Display
          • Contents
          • Subtask
            • Transaction No Non-Contiguous Ranges Subtask
      • Cash Forecasting
        • Cash Forecasting Overview
        • Create Preliminary Cash Forecasts
          • Display
          • Contents
        • Manage Preliminary Cash Forecasts
          • Display
          • Contents
          • Table Information
        • Print Cash Forecasts Report
          • Display
          • Contents
      • Cash Management Reports/Inquiries
        • Reports
          • Print Bank Reconciliation Detail Reports
            • Display
            • Contents
          • Print Bank Reconciliation Summary Report
            • Display
            • Contents
        • Inquiries
          • View Bank Reconciliation Summary
            • Display
            • Contents
            • Table Information
            • Subtasks
              • C/R Per Books Subtask
              • C/D Per Books Subtask
              • Manual ADJ Subtask
              • Deposits in Transit Subtask
              • Outstanding Chks Subtask
              • Outstanding ADJ Subtask
              • Bank Stmt O/I Subtask
              • Unmatched C/R Subtask
              • Unmatched C/D Subtask
              • Unmatched ADJ Subtask
      • Cash Management Utilities
        • Purge Bank Transaction History
          • Display
          • Contents
          • Table Information
        • Update Beginning Bank Statement Balances
          • Display
          • Contents
          • Subtask
            • Bank Abbreviation Non-Contiguous Ranges Subtask
      • Cash Management Controls
        • Manage Banks (US)
          • Display
          • Contents
          • Table Information
        • Manage Banks (Non-US)
          • Display
          • Contents
          • Table Information
        • Manage Intermediary Banks
          • Display
          • Contents
          • Table Information
        • Manage Cash Forecast Templates
          • Display
          • Contents
          • Table Information
          • Subtask
            • Link to Accounts Subtask
        • Manage Cash Forecast Accounts
          • Display
          • Contents
          • Table Information
    • Fixed Assets
      • Fixed Assets Task Flow 1
      • Fixed Assets Task Flow 2
      • Fixed Assets Calendar
        • Manage Fixed Assets Fiscal Years
          • Display
          • Contents
          • Table Information
        • Manage Fixed Assets Accounting Periods
          • Display
          • Contents
          • Table Information
        • Update FA FY/PD Information From GL FY/PD Information
          • Display
          • Contents
          • Table Information
        • Fixed Assets Calendar FAQs
          • How is the fiscal year/accounting period setup data from this screen used in Fixed Assets?
          • How is the data on this screen different from the Fiscal Year data set up on the General Ledger?
          • How can I change fiscal year setup data on this screen?
          • How is the acquisition fiscal year/period and subperiod data in Asset Master records related to the fiscal year setup data on this screen?
          • Which screens should I set up during initialization and in which order?
          • On which Fixed Assets screens will the current fiscal year/accounting period data display?
          • Are there any Fixed Assets inquiries reports or processes in which the fiscal year is a selection and or sort option?
      • Asset Master Records
        • Asset Templates
          • Manage Asset Template Information
            • Display
            • Import Information About Templates
            • Contents
            • Table Information
            • Which screens should I set up during initialization and in which order?
            • Tabs
              • Desc Info Tab
              • Purch Info Tab
              • Loc Info Tab
              • Acct Info Tab
              • G/L Book Info Tab
              • Govt Info Tab
              • Notes Tab
            • Subtasks
              • Other Books Info Subtask
              • User Defined Info Subtask
          • Manage Asset Template User-Defined Information
            • Display
            • Contents
            • Table Information
          • Print Asset Template List
            • Display
            • Contents
          • Print Asset Template Detail Report
            • Display
            • Contents
        • Asset Master Records
          • Manage Asset Master Information
            • Display
            • Contents
            • Table Information
            • Tabs
              • Desc Info Tab
                • Table Information
              • Purch Info Tab
                • Table Information
              • Cost Info Tab
                • Table Information
              • Loc Info Tab
                • Table Information
              • Acct Info Tab
                • Table Information
              • G/L Book Info Tab
                • Table Information
              • Govt Info Tab
                • Table Information
              • Disp Info Tab
                • Table Information
              • Notes Tab
                • Table Information
            • FAQs for the Manage Asset Master Information
            • Subtasks
              • Other Books Info Subtask
                • Table Information
              • User-Defined_Info_Subtask
                • Table Information
              • Disposal Details By Book Subtask
                • Table Infomation For Disposal Details By Book
              • Template Import Parameters Subtask
                • FAQS
          • Manage Asset Description Information
            • Display
            • Contents
            • Table Information
            • FAQs for the Manage Asset Description Information Screen
          • Manage Asset Purchase Information
            • Display
            • Contents
            • Table Information
          • Manage Asset Cost Information
            • Display
            • Contents
            • Table Information
          • Manage Asset Location Information
            • Display
            • Contents
            • Table Information
          • Manage Asset Account Information
            • Display
            • Contents
            • Table Information
          • Manage Asset General Ledger Book Information
            • Display
            • Contents
            • Table Information
          • Manage Asset Other Books Information
            • Display
            • Contents
            • Table Information
          • Manage Asset Disposal Information
            • Display
            • Contents
            • Table Information
          • Manage Asset Government Information
            • Display
            • Contents
            • Table Information
          • Manage Asset User-Defined Information
            • Display
            • Contents
            • Table Information
          • Print Asset Master List
            • Display
            • Contents
            • FAQs for the Print Asset Master List Screen
          • Print Asset Master Detail Report
            • Display
            • Contents
        • Asset Master Autocreation
          • Create Autocreation Transactions
            • Display
            • Contents
            • Basic Steps for Autocreation
            • Table Information
          • Manage Autocreation Transactions
            • Display
            • Contents
            • Table Information
            • Additional Information
            • Subtask of the Manage Autocreation Transactions Screen
              • Template Import Parameters Subtask
          • Print Autocreation Transactions Edit Report
            • Display
            • Contents
          • Create Asset Master Records
            • Display
            • Contents
            • Table Information
      • Inventory Records
        • Manage Asset Inventory Information
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Asset Inventory Information Screen
        • Create Asset Inventory Transactions
          • Display
          • Contents
          • Table Information
          • FAQs for the Create Asset Inventory Transactions Screen
        • Manage Asset Inventory Transactions
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Asset Inventory Transaction Screen
        • Create Asset Inventory Information
          • Display
          • Contents
          • Table Information
          • FAQs for the Create Asset Inventory Information Screen
        • Print Asset Inventory Information Report
          • Display
          • Contents
      • Maintenance Records
        • Manage Asset Maintenance Information
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Asset Maintenance Information Screen
        • Create Asset Maintenance Transactions
          • Display
          • Contents
          • Table Information
          • FAQs for the Create Asset Maintenance Transactions Screen
        • Manage Asset Maintenance Transactions
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Asset Maintenance Transactions Screen
        • Create Asset Maintenance Information
          • Display
          • Contents
          • Table Information
          • FAQs for the Create Asset Maintenance Information Screen
        • Print Asset Maintenance Information Report
          • Display
          • Contents
          • Table Information
      • Transfer Records
        • Manage Asset Transfer Information
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Asset Transfer Information Screen
        • Create Asset Transfer Transactions
          • Display
          • Contents
          • Table Information
          • FAQs for the Create Asset Transfer Transactions Screen
        • Manage Asset Transfer Transactions
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Asset Transfer Transactions Screen
        • Create Asset Transfer Information
          • Display
          • Contents
          • Table Information
          • FAQs for the Create Asset Transfer Information Screen
        • Print Asset Transfer Information Report
          • Display
          • Contents
      • Fixed Assets Processing
        • Depreciation
          • Compute Depreciation
            • Display
            • Contents
            • Table Information
          • View Other Books Depreciation History
            • Display
            • Contents
            • Table Information
          • Print Current Period Depreciation Report
            • Display
            • Contents
          • Print Sequential Other Books Depreciation History RPT
            • Display
            • Contents
        • Disposals
          • Manage Disposal Transactions
            • Display
            • Contents
            • Table Information
          • Create Multiple Disposal Transactions
            • Display
            • Contents
            • Table Information
          • Print Disposal Transactions Edit Report
            • Display
            • Contents
        • Posting
          • Post Fixed Assets Journal
            • Display
            • Contents
            • Table Information
          • Reverse Posted Fixed Assets Entry
            • Display
            • Contents
            • Table Information
          • Print Posted Transactions Detail
            • Display
            • Contents
          • Print Sequential Posted Depreciation History Report
            • Display
            • Contents
        • Closing
          • Close Fixed Assets Accounting Period
            • Display
            • Contents
            • Table Information
      • Projections
        • Compute Projected Depreciation
          • Display
          • Contents
          • Table Information
        • View Projected Depreciation Expense
          • Display
          • Contents
        • Print Projected Depreciation Report
          • Display
          • Contents
        • Manage Projected Asset Purchases
          • Display
          • Contents
          • Table Information
        • Print Projected Asset Purchases Report
          • Display
          • Contents
        • Manage Projected Asset Disposals
          • Display
          • Contents
          • Table Information
        • Print Projected Asset Disposals Report
          • Display
          • Contents
      • Fixed Assets Reports
        • Print Asset Book Value Report
          • Display
          • Contents
        • Print Asset Location Report
          • Display
          • Contents
        • Print Comparative Book Data Report
          • Display
          • Contents
        • Print Depreciation Component Information By Book Report
          • Display
          • Contents
        • Print Fixed Assets/General Ledger Reconciliation Report
          • Display
          • Contents
        • Print Schedule Of Accumulated DEPR Activity Report
          • Display
          • Contents
        • Print Schedule Of Asset Activity Report
          • Display
          • Contents
      • Fixed Assets Utilities
        • Compute/Update Depreciation Computation Data
          • Display
          • Contents
          • Table Information
        • Compute/Update Amount Taken Purchase Year-To-Date
          • Display
          • Contents
          • Table Information
        • Compute/Update Fiscal Year-To-Date Amount
          • Display
          • Contents
          • Table Information
        • Copy Transfer Data To Asset Audit Log
          • Display
          • Contents
          • Populate Data Elements Mapping Table Window
          • Table Information
        • Update Current Depreciation YR & DAYS/PDS Remaining
          • Display
          • Contents
          • Table Information
        • Update Current Period Depreciation Amount
          • Display
          • Contents
          • Table Information
        • Update FY, PD, and SUBPD for Manual Disposals
          • Display
          • Contents
          • Table Information
        • Update The JE Required Flag in the Asset Audit Log
          • Display
          • Contents
          • Table Information
        • Asset/Template Changes
          • Configure Asset/Template Change Settings
            • Display
            • Contents
            • Table Information
            • Subtask
              • Asset/Template Field/Column Names Subtask
          • Manage Template Global Changes
            • Display
            • Contents
            • Table Information
          • Manage Template User-Defined Global Changes
            • Display
            • Contents
            • Table Information
          • Manage Asset Master Global Changes
            • Display
            • Contents
            • Table Information
          • Manage Asset Master User-Defined Global Changes
            • Display
            • Contents
            • Table Information
          • View Template Change History
            • Display
            • Contents
          • View Asset Change History
            • Display
            • Contents
          • Print Asset/Template Change History Report
            • Display
            • Contents
      • Fixed Assets Interfaces
        • Import Asset Records
          • Display
          • Contents
          • Table Information
          • Additional Information
            • Delimited ASCII File Format
            • Input File Layout
            • Input File/Table Hard Validations (Asset_Table)
            • Input File/Table Hard Validations (Asset Other Info Table)
            • Input File/Table Hard Validations (Asset OTH_BK_DEPR Table)
            • Input File/Table Hard Validations (Asset_Books_DISP Table)
            • Input File/Table Hard Validations (GENL_UDEF_Table)
            • Fields Derived/Populated by The Import Asset Records Application
        • Export Asset Records
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Selected Asset Master Fields Subtask
            • Non-Contiguous Asset List Subtask
            • Asset Master And Disposal Data Records Subtask
          • Additional Information
            • Asset Selection
            • Export File Details
            • Field Enabled/Disabled Conditions
            • Data Defaulting/Calculations
            • Processing Details
              • Report/Process Validations
              • Data Selection
              • Data Processing
              • Export File Layout
              • Table Updates/Inserts/Deletes
              • Delete Saved but Unprocessed Export Batch Records
              • Fields That Can Be Edited
              • Processing Considerations
            • Error Messages
            • Reports
              • Fixed Assets Asset Export Edit Report
              • Fixed Assets Disposal Report
        • Import Asset Disposals
          • Display
          • Contents
          • Table Information
          • Additional Information
            • Field Conditions
            • Import Asset Disposals Processing
              • Process Newly Uploaded Records or Records That Failed Validation
              • Make the Edit Report Available
            • Processing Details
              • Data Selection
              • Data Processing
              • Processing Considerations
            • Error Messages
            • Reports
              • Import Asset Disposals Error Report
              • Import Asset Disposals Edit Report
              • Actions
        • Export Asset Disposals
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Asset/Item Number Non-Contiguous Subtask
            • Asset Master And Disposal Data Records Subtask
          • Additional Information
            • Processing Details
              • Report/Process Validations
              • Data Selection
              • Data Processing
              • Export File Layout
              • Table Updates/Inserts/Deletes
              • Delete Save but Unprocessed Disposal Export Batch Records
              • Editable Fields
              • Processing Considerations
            • Field Conditions
            • Data Defaulting/Calculations
            • Error Messages
            • Reports
              • Export Asset Disposals Edit Report
        • Bar Code Interfaces
          • Export Bar Code Scanner Settings
            • Display
            • Contents
            • Table Information
          • Import Asset Locations
            • Display
            • Contents
            • Additional Information
              • All Users with INTERMEC Bar Code Scanners or Other Brands
                • Table Information
              • Users with INTERMEC Bar Code Scanners (Models_2410,_2415,_2420,_or_2425)
                • General Instructions
                • Download the BIN File
                • Download the CPFABC.INI File
                • Scanner Screen Display
                • CPFALOC.CSV File Delete Options
                • Selecting/Viewing Scanning Options
                • Upload the CPFALOC.SAV File
              • Users with Non-INTERMEC Bar Code Scanners or INTERMEC Scanners Other Than Models 2410, 2415, 2420 or 2425
          • Manage Asset Location Exceptions
            • Display
            • Contents
            • Table Information
      • Fixed Assets Controls
        • Configure Fixed Assets Settings
          • Display
          • Contents
          • Table Information
        • Configure Posting Settings
          • Display
          • Contents
          • Table Information
        • Manage Property Types
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Property Types Screen
        • Manage Classification Codes
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Classification Codes Screen
        • Manage Subclass Codes
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Subclass Codes Screen
        • Manage Depreciation Methods
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Depreciation Methods Screen
          • Subtask
            • Auto Calc Subtask
        • Manage Accumulated Depreciation Account Codes
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Accumulated Depreciation Account Codes Screen
        • Manage Depreciation Expense ACCT Allocation Codes
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Depreciation Expense ACCT Allocation Codes
        • Manage Asset Master Field Labels
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Asset Master Field Labels Screen
        • Manage Tracking Field Labels
          • Display
          • Contents
          • Table Information
        • Manage Asset Master User-Defined Labels
          • Display
          • Contents
          • Table Information
          • Subtask
            • Validated Text Subtask
        • Manage Location 1 Codes
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Location 1 Codes Screen
        • Manage Location 2 Codes
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Location 2 Codes Screen
        • Manage Location 3 Codes
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Location 3 Codes Screen
        • Manage Location Groups
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Location Groups Screen
        • Manage Disposal Types
          • Display
          • Contents
          • Table Information
          • FAQs for the Manage Disposal Types Screen
        • Asset Master Autocreation Controls
          • Configure Autocreation Settings
            • Display
            • Contents
            • Table Information
            • Basic Steps for Autocreation
          • Configure Default Autocreation Asset Numbering
            • Display
            • Contents
            • Table Information
            • Basic Steps for Autocreation
          • Manage Autocreation Accounts
            • Display
            • Contents
            • Table Information
            • FAQs
      • Administrative Utilities
        • Purge All Asset Information
          • Display
          • Contents
          • Table Information
        • Purge Posted Transactions Detail
          • Display
          • Contents
          • Table Information
        • Purge Other Books Depreciation History
          • Display
          • Contents
          • Table Information
        • Purge Asset/Template Change History
          • Display
          • Contents
          • Table Information
      • Related Topics
        • Fixed Assets Procedural Checklist
        • Considerations When Changing Depreciation Methods
        • Calculate Depreciation
          • Select System-Wide Method for Computing Depreciation
          • Use of Catch-Up System-Wide Configuration for Depr Calculations
          • Set Configuration for Computing Depreciation Based on Periods or Days for Date of Purchase Methods
          • Set Up Fiscal Year-Period-Subperiod Data in Costpoint General Ledger and Fiscal Year-Accounting Period Data
          • Assign Date of Purchase or Fiscal Year Basis to Each Depreciation Method
          • Other Factors that Can Affect Depreciation Calculations
          • Current Depr Yr and Days/Pds Remaining Fields
          • Compute/Update Depreciation Computation Data Utility
          • Depreciation Calculation Example 1
          • Depreciation Calculation Example 2
          • Depreciation Calculation Example 3
          • Depreciation Calculation Example 4
          • Depreciation Calculation Example 5
          • Depreciation Calculation Example 6
          • Depreciation Calculation Example 7
          • fax_Depreciation_Calculation_Example_8
          • Depreciation Calculation Example 9
          • Depreciation Calculation Example 10
        • Creating and Posting Disposals
          • Posting Disposals
          • Disposal Proceeds and Gain/Loss Examples
        • Frequently Asked Questions
          • For which fields am I required to enter data in Asset Master and Asset Template records?
          • Can I change the value of the System-Wide Configuration for Depreciation Calculations options on the Configure Fixed Assets Settings screen?
          • When is the best time to use the Clone function to copy or effectively re-number an asset?
          • What are Asset Templates and how should they be used?
          • Which Costpoint Fixed Assets processes can or cannot be run simultaneously by multiple users?
          • I computed depreciation successfully so why does the Current Pd Depreciation field now display a negative value or zero?
          • Why did I receive the following message while saving an Asset Master?
          • What is the purpose for the Post Disposal to G/L check box on the Manage Asset Master Information screen?
          • Why did I receive the following message when closing the Cost Info tab of the Manage Asset Master Information screen?
          • How many times during the same accounting period can I calculate depreciation?
          • How many times during the same accounting period can I post depreciation?
          • Should I be concerned when, occasionally during processing, the percent thermometer re-sets or does not seem to reflect the percentage completed?
          • How do I know when to initialize setup screens and in which order?
          • What is stopping me from running the Close process?
          • What should I do when I get system errors during processing, saving, or data entry?
          • I tried to delete an asset, but after receiving the message that the asset was deleted, the asset can still be queried and does not appear to have been deleted.
          • In what sequence should I perform monthly procedures and processes?
          • What are my options for tracking changes to cost in my Asset Master records?
          • What effect will a cost change have on depreciation calculations?
          • When an asset is disposed of, why isn't the book value zeroed out in the Asset Master record for each applicable book?
          • What happens if I manually enter a current depreciation value, post it, and then recalculate depreciation?
          • Are freight or miscellaneous line charges allocated by quantity or by dollar in autocreation?
          • Does a depreciation adjustment create a separate journal entry or is it automatically included in the disposal journal entry?
          • Once an asset is added and saved, which fields can later be edited?
          • Can Costpoint Fixed Assets produce physical asset tags for inventory purposes?
          • How does Costpoint Fixed Assets deal with physical inventory processes?
          • Can the asset numbering be automated by segment yet still allow manual numbering?
          • Are multiple depreciation methods supported?
          • Are there any links between Fixed Assets and Billings so that posted depreciation expense can also be a billable job charge?
          • Does the system automatically recalculate depreciation if I make changes to any fields that would normally affect depreciation calculations?
          • What happens if I backdate an asset's depreciation start date?
          • Can I report on retired assets?
          • Can I reverse retired assets?
          • How can I keep the selection parameter pages in reports and processes from printing?
        • Initialization Procedures
          • Step 1: Manage Property Types
          • Step 2: Manage Classification Codes
          • Step 3: Manage Subclass Codes
          • Step 4: Manage Depreciation Methods
          • Step 5: Location Code Labels and Government Labels
          • Step 6: Manage Location Codes 1, 2, and/or 3
          • Step 7: Manage Location Groups
          • Step 8: Manage Asset Master User-Defined Labels
          • Step 9: Validated Text
          • Step 10: Asset, Depreciation Expense, Accumulated Depreciation, and Gain/Loss Accounts
          • Step 11: Manage Accumulated Depreciation Account Codes
          • Step 12: Manage Depreciation Expense Acct Allocation Codes
          • Step 13: Manage Disposal Types
          • Step 14: Manage Fixed Assets Fiscal Years and Manage Fixed Assets Accounting Periods
          • Step 15: Configure Fixed Assets Settings
          • Step 16: Configure Posting Settings
          • Step 17: Manage Tracking Field Labels
          • Step 18: Enable Audit Trail Functionality
          • Step 19: Enable Autocreation Functionality
          • Step 20: Asset Templates
          • Step 21: Compute/Update Depreciation Computation Data
          • Step 22: Compute/Update Amount Taken Purchase Year-To-Date
    • Consolidations
      • Consolidations Task Flow
      • Consolidations Processing
        • Sending Company Processing
          • Create Consolidation Entries
            • Display
            • Contents
            • Table Information
            • Subtask
              • Exchange Rates Subtask
          • Manage Consolidation Transfer History
            • Display
            • Contents
            • Table Information
          • Create Project Summary Balances
            • Display
            • Contents
            • Table Information
            • Subtask
              • Exchange Rates Subtask
        • Receiving Company Processing - External Transfers Only
          • Import Consolidation Data
            • Display
            • Contents
            • Table Information
          • Copy Imported Consolidation Data to Permanent Tables
            • Display
            • Contents
            • Table Information
          • Manage Consolidation Suspense Entries
            • Display
            • Contents
        • Receiving Company Post-Processing
          • Create Elimination Entries
            • Display
            • Contents
            • Table Information
      • Consolidations Utilities
        • Update Consolidation Beginning Balances
          • Display
          • Contents
          • Table Information
      • Consolidations Controls
        • Configure Consolidation Settings
          • Display
          • Contents
          • Table Information
        • Manage Consolidation Equity Accounts Override
          • Display
          • Contents
          • Table Information
        • Manage Consolidation Acct/Org Mappings
          • Display
          • Contents
          • Table Information
        • Manage Transfer Locations
          • Display
          • Contents
          • Table Information
        • Link Consolidation Locations
          • Display
          • Contents
          • Subtask
            • Consolidation Percentage Subtask
  • Contracts
    • Opportunities
      • Opportunities
        • Manage Opportunities
          • Display
          • Contents
          • Table Information
          • Tabs
            • General Tab
            • Status Tab
            • Details/Addresses Tab
            • RFP Info Tab
            • Team Tab
            • Post-Award Debrief Tab
          • Subtasks
            • Main Screen Subtasks
              • User-Defined Info Subtask
              • Contracts Subtask
              • Subcontracts Subtask
              • Organizational Conflict of Interest (OCI) Records Subtask
              • Projects Linked Subtask
                • View or Print Project Reports
              • Activities Subtask
              • Documents Subtask
              • Project Initialization Subtask
              • GovWin IQ Subtask
                • GovWin IQ Key Dates Subtask
                • GovWin IQ Key Contacts Subtask
                • GovWin IQ Added By Subtask
            • RFP Info Tab Subtask
              • Subcontractor Plan Subtask
            • Team Tab Subtasks
              • Opportunity Employee Team Subtask
              • Labor Categories Subtask
                • Required Criteria Subtask
              • Potential Resource Details Subtask
              • Opportunity Primes/Competitors Subtask
        • Opportunities Quick View
          • Display
          • Contents
          • Subtasks
            • Employee Team Subtask
            • Opp Primes/Competitors Subtask
            • Activities Subtask
            • User-Defined Info Subtask
      • Opportunity Reports and Inquiries
        • Print Opportunity Current Pipeline Report
          • Display
          • Contents
        • Print Opportunity Days Open Report
          • Display
          • Contents
        • Print Opportunity Win Loss Report
          • Display
          • Contents
      • Organizational Conflict of Interest (OCI)
        • Manage Organizational Conflict of Interest (OCI)
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Opportunities Subtask
            • Projects Subtask
            • Employees Subtask
            • Subs/Vendors Subtask
            • Activities Subtask
            • Documents Subtask
            • User-Defined Info Subtask
      • Opportunities Interfaces
        • Import GovWin IQ Data
          • Display
          • Contents
          • Table Information
          • Special Topics
            • GovWin IQ Integration Connection Settings
            • Export Web Server Authentication Certificate Information
            • Import the Root and Intermediate Certificates into the Trust Keystores
            • Running Jobs for GovWin IQ Integration
              • Set Up Email Accounts for Notifications
              • Enable Notifications When Batch Job Completes
              • Specify Submission, Retry, and Notification Parameters
              • Create a Job Group
              • Create a Job for a Costpoint Function
              • Create a Job Queue
              • Create a Job Server
              • Submit the Job ID to a Job Queue
              • Verify the Status of the Submitted Job
              • Start the Job Server
    • Contracts
      • Contracts
        • Manage Contracts
          • Display
          • Contents
          • Table Information
          • Tabs
            • General Tab
            • Classification Tab
            • Contract Info Tab
            • Team Tab
            • Customers/Contacts Tab
            • Dates Tab
            • Modifications Tab
            • Supplier/Vendor Rating Tab
            • Contract Close Out Tab
          • Subtasks
            • General Tab Subtasks
              • Additional Task Orders Subtask
              • Additional Opportunities Subtask
              • Projects Linked Subtask
                • Deliverables Subtask
                • View or Print Project Reports
              • Subcontracts Subtask
              • Activities Subtask
              • Documents Subtask
              • User-Defined Info Subtask
              • Project Initialization Subtask
            • Classification Tab Subtask
              • Subcontractor Plan Subtask
            • Contract Info Tab Subtasks
              • GSA Schedule Subtask
              • FAR Clauses/Provisions Subtask
              • Supplemental Regulations Subtask
              • Import FAR/Supplemental Regulation Files Subtask
                • Step-by-Step Procedures
                • Input File Information
                • Error Messages
              • Contract Deliverables Subtask
            • Team Tab Subtasks
              • Contract Employee Team Subtask
              • Labor Rates Subtask
              • Labor Categories Subtask
                • Required Criteria Subtask
              • Potential Resource Details Subtask
              • Contract Primes Subtask
              • Project Budget Resources Subtask
            • Dates Tab Subtask
              • Key Contract Dates Subtask
            • Modifications Tab Subtask
              • Contract/Project Modifications Subtask
            • Supplier/Vendor Rating Tab Subtask
              • Supplier/Vendor Rating Subtask
      • Contract Reports and Inquiries
        • Print Contract Backlog Report
          • Display
          • Contents
        • Print Contracts by Administrator Report
          • Display
          • Contents
        • Print Contract Vehicle Report
          • Display
          • Contents
        • View Contract Financial Information
          • Display
          • Contents
      • Subcontracts
        • Manage Subcontracts
          • Display
          • Contents
          • Table Information
          • Tabs
            • General Tab
              • View or Print Project Reports
            • Subcontract Info Tab
            • Requisitions Tab
            • Purchase Orders Tab
            • Modifications Tab
            • Scope of Work Tab
            • Supplier/Vendor Rating Tab
            • Notes Tab
          • Subtasks
            • General Tab Subtasks
              • Subcontractor Address/Contact Info Subtask
                • Contacts Subtask
              • Vendor Employees Subtask
              • NDA Subtask
              • Additional Opportunities Subtask
              • Contracts Subtask
              • Activities Subtask
              • Documents Subtask
              • User-Defined Info Subtask
            • Subcontract Info Tab Subtasks
              • FAR Clauses/Provisions Subtask
              • Supplemental Regulations Subtask
              • Import FAR/Supplemental Regulation Files Subtask
                • Step-by-Step Procedures
                • Input File Information
                • Error Messages
            • Requisitions Tab Subtask
              • Instructions Subtask
            • Purchase Orders Tab Subtask
              • Work Assignments Subtask
              • Instructions Subtask
            • Modifications Tab Subtask
              • Subcontract/Project Modifications Subtask
            • Supplier/Vendor Rating Tab Subtask
              • Supplier/Vendor Rating Subtask
      • Subcontract Reports and Inquiries
        • View Subcontract Inquiry
          • Display
          • Contents
        • Print Vendor COI & NDA Expiration Report
          • Display
          • Contents
    • Resources
      • Competitor Information
        • Manage Competitors
          • Display
          • Contents
          • Table Information
      • Customer/Vendor/Employee Information
        • Manage Contract Management Customer Info
          • Display
          • Contents
          • Table Information
          • Tabs
            • General Tab
            • Notes Tab
          • Subtasks
            • Address/Contact Info Subtask
              • Contacts Subtask
            • User-Defined Info Subtask
        • Approve Prospective Customers
          • Display
          • Contents
          • Table Information
        • Manage Contract Management Vendor Info
          • Display
          • Contents
          • Table Information
          • Tabs
            • General Tab
            • Notes Tab
            • Supplier/Vendor Rating Tab
          • Subtasks
            • Address/Contact Info Subtask
              • Contacts Subtask
            • Vendor Employees Subtask
              • Certification Details Subtask
              • Skills Subtask
              • Trainings Subtask
              • Security Subtask
                • Security Clearances Subtask
                  • Link SCI/SAP Security Codes Subtask
            • NDA Subtask
            • Teaming Agreement Subtask
            • User-Defined Info Subtask
            • Supplier/Vendor Rating Subtask
        • Approve Prospective Vendors
          • Display
          • Contents
          • Table Information
          • Subtask
            • Approve Prospective Vendors Subtask
        • Manage Contract Management Employee Info
          • Display
          • Contents
          • Subtasks
            • Education Subtask
            • Certifications Subtask
            • Skills Subtask
            • Training Subtask
            • Security Subtask
              • Security Clearances Subtask
                • Link SCI/SAP Security Codes Subtask
            • Opportunities Subtask
            • Contracts Subtask
      • Leads and Contacts
        • Manage Leads and Contacts
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Business Affiliations Subtask
            • Activities Subtask
            • User-Defined Info Subtask
            • Related Leads/Contacts Subtask
            • Opportunities Subtask
            • Contracts Subtask
          • Procedures
            • Set Up and Track Lead/Contact Information
              • Auto-Assign Lead/Contact IDs
              • Set Up Lead Source Types
              • Set Up Lead Rating Types
              • Set Up Lead/Contact Relationship Types
              • Set Up Leads/Contacts User-Defined Labels
              • Create a New Lead/Contact Record
              • Run Queries on Lead/Contact Status and Other Information
    • Contract Management Controls
      • Contract Management Controls
        • Configure Contract Management Settings
          • Display
          • Contents
          • Table Information
          • Subtask
            • Corporate Settings Subtask
        • Manage Activity Methods
          • Display
          • Contents
          • Table Information
        • Manage Activity Subject
          • Display
          • Contents
          • Table Information
        • Manage Agencies
          • Display
          • Contents
          • Table Information
        • Manage Contract Management Roles
          • Display
          • Contents
          • Table Information
        • Manage Contract Vehicles
          • Display
          • Contents
          • Table Information
        • Manage Document Types
          • Display
          • Contents
          • Table Information
        • Manage Lead/Contact Relationship Types
          • Display
          • Contents
          • Table Information
        • Manage Lead Rating Types
          • Display
          • Contents
          • Table Information
        • Manage Lead Source Types
          • Display
          • Contents
          • Table Information
        • Manage NAICS Codes
          • Display
          • Contents
          • Table Information
      • Contracts/Subcontracts Controls
        • Manage Agreement Types
          • Display
          • Contents
          • Table Information
        • Manage Contract Date Types
          • Display
          • Contents
          • Table Information
        • Manage Contract Status
          • Display
          • Contents
          • Table Information
        • Manage Contract Types
          • Display
          • Contents
          • Table Information
        • Manage Supplemental Regulations Library
          • Display
          • Contents
          • Table Information
          • Subtask
            • Import FAR/Supplemental Regulation Files Subtask
              • Step-by-Step Procedures
              • Input File Information
              • Error Messages
          • Importing FAR/DFARS Files into Costpoint
        • Manage FAR Library
          • Display
          • Contents
          • Table Information
          • Subtask
            • Import FAR/Supplemental Regulation Files Subtask
              • Step-by-Step Procedures
              • Input File Information
              • Error Messages
          • Importing FAR/DFARS Files into Costpoint
        • Manage GSA Schedule Codes
          • Display
          • Contents
          • Table Information
        • Manage Supplier Vendor Rating Codes
          • Display
          • Contents
          • Table Information
        • Manage Supplier Vendor Rating Descriptions
          • Display
          • Contents
          • Table Information
        • Manage Contract User-Defined Labels
          • Display
          • Contents
          • Table Information
          • Subtask
            • Validated Text Subtask
        • Manage Subcontract User-Defined Labels
          • Display
          • Contents
          • Table Information
          • Subtask
            • Validated Text Subtask
      • OCI Controls
        • Manage OCI Reviewer
          • Display
          • Contents
          • Table Information
        • Manage OCI Status
          • Display
          • Contents
          • Table Information
        • Manage OCI User-Defined Labels
          • Display
          • Contents
          • Table Information
          • Subtask
            • Validated Text Subtask
      • Opportunities Controls
        • Configure Opportunity Settings
          • Display
          • Contents
          • Table Information
        • Manage Opportunity Business Units
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Business Unit/Org Links Subtask
            • Link Organizations Subtask
        • Manage Opportunity Closed Reasons
          • Display
          • Contents
          • Table Information
        • Manage Opportunity Company Responsibilities
          • Display
          • Contents
          • Table Information
        • Manage Opportunity Contract Types
          • Display
          • Contents
          • Table Information
        • Manage Opportunity Loss Reasons
          • Display
          • Contents
          • Table Information
        • Manage Opportunity Sources
          • Display
          • Contents
          • Table Information
        • Manage Opportunity Stages
          • Display
          • Contents
          • Table Information
        • Manage Opportunity Types
          • Display
          • Contents
          • Table Information
        • Manage Opportunity Win/Bid Probabilities
          • Display
          • Contents
          • Table Information
        • Manage Opportunity User-Defined Labels
          • Display
          • Contents
          • Table Information
          • Subtask
            • Validated Text Subtask
      • Resources Controls
        • Manage Leads and Contacts User-Defined Labels
          • Display
          • Contents
          • Table Information
          • Subtask of the Manage Leads and Contacts User-Defined Labels Screen
            • Validated Text Subtask
    • Related Topics
      • Opportunity and Contract Teams and Integration with Planning
  • Planning
  • Projects
    • Project Setup
      • Project Setup Process Flow
      • Project Master
        • Manage Project User Flow
          • Display
          • Contents
          • Table Information
          • Tabs
            • Basic Info Tab
              • FAQs
                • How Can I Change the Owning Org?
                • What Is the Purpose of the Allow Edit Check Box?
                • How Can I Change the Project Account Group?
                • What Function Does the Billable Flag Perform?
                • What Selections Should I Make in the Charging Group Box?
                • What Is Cost of Money?
                • How Do I Use the Project Classification Field?
                • How Do I Use the Project Type Field?
                • Why Would I Want to Use the Top Level Work Force?
                • When Should I Require the Use of the Project Work Force?
                • What Happens when I Select the Default to Owning Organization Option?
            • Details Tab
              • FAQ
          • Subtasks
            • Mods Subtask
              • Award Fee Subtask
              • Unit Info Subtask
              • Notes Subtask
              • ACRN Subtask
                • Accounts Subtask
                • PLC Mapping Subtask
                • ACRN Change History Subtask
            • Rev Info Subtask
              • Revenue Adjustments Subtask
              • Award Fee Subtask
            • Billing Details Subtask
              • Tabs
                • Setup Information Tab
                  • FAQs
                • 1443 Info Tab
                • Other Info Tab
                • Global Withholding Tab
                • Billing Currency Contract Values Tab
              • Detail Levels Subtask
              • Cash Basis Subtask
              • Schedule Subtask
              • Customers Subtask
            • Def Rate Seq Subtask
            • Cost of Goods Sold Details Subtask
            • Total Ceilings Subtask
            • Dir Cost Ceil_ Subtask
            • Burden Cost Ceilings Subtask
            • Dir Hrs Ceil Subtask
            • Empl Hrs Ceil Subtask
            • Vend Hrs Ceil Subtask
            • Cost Fee Ovrd Subtask
            • Burd Fee Ovrd Subtask
            • Mult Ovrd Subtask
            • Government Contract Subtask
              • Tabs
                • Contract Details Tab
                • Telephone Numbers Tab
                • Statement of Work Tab
            • Deliverables Subtask
            • User-Defined Info Subtask
            • Prj Levels Subtask
            • Org History Subtask
            • Notes Subtask
            • Project Location Subtask
            • Set Up Account/Organization Links Subtask
            • ACRN Subtask
              • Accounts Subtask
              • PLC Mapping Subtask
              • ACRN Change History Subtask
        • Mass Add Project Master Data
          • Display
          • Contents
          • Table Information
        • Manage Modifications
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Award Fee Subtask
            • Unit Info Subtask
            • Notes Subtask
            • ACRN Subtask
              • Accounts Subtask
              • PLC Mapping Subtask
              • ACRN Change History Subtask
        • Manage Change Orders
          • Display
          • Contents
          • Table Information
          • Tabs
            • Project Info Tab
            • Project Detail Tab
          • Subtasks
            • Hours Subtask
            • Subcontractors Subtask
            • Units Subtask
        • Manage User-Defined Information
          • Display
          • Contents
          • Table Information
          • Copy User-Defined Information from One Project into Other Projects
        • Manage Government Contract Information
          • Display
          • Contents
          • Table Information
          • Tabs
            • Contract Details Tab
            • Telephone Numbers Tab
            • Statement of Work Tab
        • Manage Standard Text
          • Display
          • Contents
          • Table Information
          • Subtask
            • Where-Used Subtask
        • Manage Deliverables
          • Display
          • Contents
          • Table Information
        • Print Project Setup Report
          • Display
          • Contents
        • Print Project Master Report
          • Display
          • Contents
        • Print Project Exception Report
          • Display
          • Contents
        • New Project Setup from Templates
          • Manage Project Templates
            • Display
            • Contents
            • Table Information
            • Tabs
              • Basic Info Tab
              • Revenue Info Tab
              • Billing Info Tab
              • Modifications Tab
              • NotesTab
          • Manage Project Master Data from Templates
            • Display
            • Contents
            • Table Information
            • Tabs
              • Basic Info Tab
              • Revenue Info Tab
              • Billing Info Tab
                • Billing Info Tab FAQs
              • Modifications Tab
              • Notes Tab
            • FAQs
          • Create Projects from Templates
            • Display
            • Contents
            • Table Information
          • Approve Projects from Templates
            • Display
            • Contents
            • Table Information
            • Approve Projects
            • Disapprove Projects
          • Import Project Master Data from Templates
            • Display
            • Contents
            • Table Information
            • FAQs
            • Import Quick Projects
          • Related Topics
            • Why Use New Project Setup from Templates?
            • Overview of New Project Setup from Templates
            • Other Project Setup Options
            • Pros and Cons of the Different Project Setup Options
      • Revenue
        • Manage Revenue Information
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Award Fee Subtask
            • Revenue Adjustments Subtask
        • Manage Revenue Formulas
          • Display
          • Contents
          • Table Information
        • Print Project Revenue and Billing Formulas
          • Display
          • Contents
          • Table Information
        • Manage Rate Sequence Orders
          • Display
          • Contents
          • Table Information
        • Manage Cost of Goods Sold
          • Display
          • Contents
          • Table Information
        • Alternate Project Revenue Profiles
          • Manage Alternate Project Revenue Profiles
            • Display
            • Contents
            • Table Information
            • Tabs
              • Basic Info Tab
              • Total Ceilings Tab
            • Subtasks
              • Modifications Subtask
                • Award Fee Subtask
              • Revenue Info Subtask
                • Award Fee Subtask
                • Revenue Adjustments Subtask
              • Dir Cost Ceil Subtask
              • Dir Hrs Ceil Subtask
              • Empl Hrs Ceil Subtask
              • Vend Hrs Ceil Subtask
          • Manage Alternate Revenue Profile Prior Year History
            • Display
            • Contents
            • Table Information
            • Subtask
              • Prior Year Pool Amounts Subtask
          • Manage Project Revenue Calculation Value History
            • Display
            • Contents
            • Table Information
            • Tabs
              • Modification Summary Tab
              • Total Ceilings Tab
            • Subtasks
              • Modifications Subtask
              • Revenue Info Subtask
                • ITD Revenue Adjustments Subtask
              • Direct Cost Ceilings Subtask
              • Burden Cost Ceilings Subtask
              • Direct Hours Ceilings Subtask
              • Employee Hours Ceilings Subtask
              • Vendor Hours Ceilings Subtask
              • Cost Fee Overrides Subtask
              • Burden Fee Overrides Subtask
              • Multiplier Overrides Subtask
          • Activate Alternate Project Revenue Profiles
            • Display
            • Contents
            • Table Information
        • Revenue Evaluation and Disclosures
          • Manage Revenue Evaluation Info and Disclosures
            • Display
            • Contents
            • Table Information
            • Tabs
              • Revenue Evaluation Info Tab
              • Disclosures Tab
          • Manage Revenue Evaluation Status Codes
            • Display
            • Contents
            • Table Information
          • Manage Performance Obligation Type Codes
            • Display
            • Contents
            • Table Information
      • Project Ceilings
        • Manage Total Ceilings
          • Display
          • Contents
          • Table Information
        • Manage Burden Cost Ceilings
          • Display
          • Contents
          • Table Information
        • Manage Direct Cost Ceilings
          • Display
          • Contents
          • Table Information
        • Overrides
          • Manage Burden Fee Overrides
            • Display
            • Contents
            • Table Information
          • Manage Cost Fee Overrides
            • Display
            • Contents
            • Table Information
          • Manage Multiplier Overrides
            • Display
            • Contents
            • Table Information
        • Hour Ceilings
          • Manage Hour Ceilings
            • Display
            • Contents
            • Table Information
          • Manage Employee Hour Ceilings
            • Display
            • Contents
            • Table Information
          • Manage Vendor Hour Ceilings
            • Display
            • Contents
            • Table Information
      • Project Labor
        • Manage Project Labor Categories (PLC)
          • Display
          • Contents
          • Table Information
          • Subtask
            • Billing Rates Subtask
        • Link Project Labor Categories to Projects
          • Display
          • Contents
          • Table Information
          • Subtask
            • Link GLC to Project PLC Subtask
        • Link Project Labor Category Rates to Projects
          • Display
          • Contents
          • Table Information
        • Employee Workforce
          • Manage Employee Work Force
            • Display
            • Contents
            • Table Information
            • Subtask
              • Assign PLC to Employee Work Force Subtask
        • Vendor Workforce
          • Manage Vendor Work Force
            • Display
            • Contents
            • Table Information
            • Subtask
              • Assign PLC to Vendor Work Force Subtask
        • Vendor Employee Workforce
          • Manage Vendor Employee Work Force
            • Display
            • Contents
            • Table Information
            • Subtask
              • Assign PLC to Vendor Employee Work Force Subtask
            • Establish a Vendor Employee Work Force
          • Link PLC Rates to Employee/Vendor
            • Display
            • Contents
            • Table Information
          • Print Project Work Force Report
            • Display
            • Contents
      • Alternate Projects
        • Manage Alternate Projects
          • Display
          • Contents
          • Table Information
      • Charging Information
        • Link Projects/Accounts
          • Display
          • Contents
          • Table Information
        • Link Projects/Accounts/Organizations
          • Display
          • Contents
          • Table Information
        • Mass Link Projects/Accounts/Organizations
          • Display
          • Contents
          • Table Information
        • Link Projects/Organizations
          • Display
          • Contents
          • Table Information
      • Unit Pricing Information
        • Manage CLIN Information
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Item Linkage Subtask
            • Project Unit Pricing Subtask
              • Cost Information Subtask
              • Warranty Cost Subtask
              • Defaults Subtask
      • Project History
        • Manage Project Labor History
          • Display
          • Contents
          • Table Information
        • Manage Prior Year Cost and Revenue
          • Display
          • Contents
          • Table Information
          • Subtask
            • Prior Year Pool Amounts Subtask
        • Manage Prior Year Cobra Costs
          • Display
          • Contents
            • Prior Year Costs Subtask
              • Pool Amounts Subtask
          • Table Information
        • Manage Prior Year Time and Materials Revenue
          • Display
          • Contents
          • Table Information
        • Manage Prior Year Billable Value
          • Display
          • Contents
          • Table Information
        • Manage Prior Year Unit Revenue
          • Display
          • Contents
          • Table Information
      • Project Setup Utilities
        • Activate/Inactivate Projects
          • Display
          • Contents
        • Update Project Contract and Funded Values
          • Display
          • Contents
        • Update Project Period of Performance
          • Display
          • Contents
          • Table Information
      • Project Setup Interfaces
        • Import Project Master Data
          • Display
          • Contents
          • Table Information
          • Step-by-Step Procedures
          • Validation Detail
          • Input File Information
          • Error Messages
          • Technical Information
      • Project Setup Controls
        • Configure Project Settings
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Revenue Formulas Subtask
            • Corporate Settings Subtask
        • Manage Project Account Groups
          • Display
          • Contents
          • Table Information
        • Print Project Account Group Setup Report
          • Display
          • Contents
        • Manage Project Types
          • Display
          • Contents
          • Table Information
        • Manage Modification Descriptions
          • Display
          • Contents
          • Table Information
        • Manage User-Defined Labels
          • Display
          • Contents
          • Table Information
        • Manage Change Order Status
          • Display
          • Contents
          • Table Information
        • Manage Salary Cap Code
          • Display
          • Contents
          • Table Information
        • New Project Settings
          • Manage Project Account Group Mappings
            • Display
            • Contents
            • Table Information
            • FAQs
          • Manage Project Organization Mappings
            • Display
            • Contents
            • Table Information
            • FAQs
          • Manage Project Approver Settings
            • Display
            • Contents
            • Table Information
            • FAQs
      • Administrative Utilities
        • Check and/or Rebuild Project Segment IDs
          • Display
          • Contents
        • Purge Project and Billing Information
          • Display
          • Contents
          • Table Information
        • Set Project Level Correctly in Project Master
          • Display
          • Contents
        • Synchronize Project Master Data and Project Edit Data
          • Display
          • Contents
          • Table Information
        • Update POA Table with Valid Links/Reference Numbers
          • Display
          • Contents
      • Related Topics
        • Burden Rates Processing
          • Calculate Indirect Rates
          • Indirect Rate Computation
          • Service Center Processing
          • Application of Indirect Rates to Projects
        • Encumbrance Tracking
          • Setup
          • Computing Over Budget Transactions
          • Process Encumbrances
        • Estimate to Complete
          • Set Up ETCs
          • Process Ongoing ETCs
        • Labor Categories/Billing Rates
          • Initialization
          • Project Level
          • Rate Methods
          • Rate Types
          • Define Rate Sequence
          • Processing
        • Mass Add/Replicate Capabilites
        • Modifying an Owning Organization on a Project
        • Modifying Revenue Formulas
          • Basic Revenue Formula Types
          • General Information on Modifying Revenue Formulas
          • Specific Revenue Formula Modification Instructions
            • Change a CPFF Revenue Formula to an ETC Revenue Formula
              • How to Change a CPFF Revenue Formula to an ETC Revenue Formula
            • Changing an LLR or a CPFC/CPFH Revenue Formula to a Fixed Amount Revenue Formula
              • Modify an LLR or a CPFC/CPFH Revenue Formula to a Fixed Amount Revenue Formula
            • Change a Fixed-Amount Revenue Formula to a CPFF Revenue Formula
              • How to Change a Fixed-Amount Revenue Formula to a CPFF Revenue Formula
            • Change a Fixed-Amount Revenue Formula to an LLR Revenue Formula
              • How to Change a Fixed-Amount Revenue Formula to an LLR Revenue Formula
            • Change an LLR Revenue Formula to a CPFF Revenue Formula
              • How to Change an LLR Revenue Formula to a CPFF Revenue Formula
            • Change a CPFF Revenue Formula to an LLR Revenue Formula
              • How to Change a CPFF Revenue Formula to an LLR Revenue Formula
        • Pool Setup Tips
          • How to Specify the Pool Cost Accounts
          • How to Specify the Pool Base and Allocation Accounts
          • How to Specify the Credit Account
          • How to Set Up Target and Provisional Rates
          • How to Set Up Service Centers
          • Troubleshooting Your Pool Setup
        • Posting Revenue and Variances
        • Project/Account/Organization Validations
          • Validation Processing
          • Project/Account/Organization Validation Flowchart
        • Project Account Groups
          • Function Codes
          • Account Group Modifications
        • Project Levels and Data
        • Project Setup Tips
          • Setting Up the Project Setup Control Menu Screens
          • Setting Up All Applicable Project Master Screens
          • Setting Up Account/Organization Links Subtask
          • Setting Up the Manage Modifications Screen
          • Setting Up the Government Contract Subtask
          • Setting Up Other Applicable Screens
          • Setting Up Labor Categories and Time and Materials Projects and Level of Effort Projects
          • Setting Up Revenue Information
          • Setting Up Discounts
          • Setting Up Cost of Goods Sold (If_Applicable)
          • Setting Up Cost and Hours Ceilings
          • Setting Up Prior Fiscal Year History
        • Project Transfer
          • Transfer a Project
        • Project Transfer Versus Multi-Job
        • Revenue Computations
          • Contract Value Less Backlog
          • Contract Values Times % Complete Vs. Rate Schedule
          • Labor Cost Times Multiplier Plus Non-Labor Times Multiplier
          • Contract Value Times Percent Complete
          • Cost Plus Fee on Cost
          • Cost Incurred Using Estimate at Completion (Contract Value)
          • Cost Incurred Using Estimate to Complete (Contract Value)
          • Cost Incurred Using Estimate at Completion (Funded Value)
          • Cost Incurred Using Estimate to Complete (Funded Value)
          • Equal to Project Ledger Sales
          • Equal to Billings Before Retainage
          • Equal to Billings After Retainage
          • Equal to Deliveries
          • Fee on Hours Plus Cost Incurred
          • Fixed Amount Month to Date
          • Fixed Amount Year to Date
          • Fixed Amount Contract to Date
          • Funded Value Times Percent Complete
          • ITD Fee on Cost
          • Loaded Labor Rate
          • Loaded Labor Rate Plus Costs Incurred on Non-Labor (T&M)
          • Loaded Labor Plus Non-Labor Plus Burden on Non-Labor
          • Loaded Labor Plus Non-Labor w/Burden w/Fee
          • Loaded Labor Rate w/Fee Plus Non-Labor w/Burden w/Fee
          • Rate Schedule Times Multiplier Plus Non-Labor Times Multiplier
          • Unit Revenue Only
        • Process a Project's Revenue
          • Step 1: Validate the Project's Basic Revenue Information
          • Step 2: Freeze the Ledger
          • Step 3: Compute and Print Pool Rates
          • Step 4: Post Pool Journal
          • Step 5: Compute and Print Commitments
          • Step 6: Compute Burden Costs
          • Step 7: Update Project Status Report Table (Optional)
          • Step 8: Load Labor Rates for Loaded Labor Formulas
          • Step 9: Post Billings for Revenue = Billings Formulas Only
          • Step 10: Compute Revenue Screen
          • Step 11: Post Revenue (Optional)
          • Step 12: Redistribute Revenue Screen
          • Step 13: Update Project Status Report Table Screen
          • Step 14: Update Other Project Report Tables Screen
          • Step 15: Print Project Status Reports and Detail Reports
          • Step 16: Post Revenue
        • Revenue Distribution
        • Revenue Setup/Computation
        • The Project Budget Process
          • Step 1
          • Step 2
          • Step 3
          • Step 4
          • Step 5
          • Step 6
          • Step 7
          • Step 8
          • Step 9
          • Step 10
          • Step 11
          • Step 12
          • Step 13
          • Step 14
          • Step 15
        • Work in Process
          • Billed Amount, Estimate at Completion
          • Billed Amount, EAC Less G&A
          • Billed Amount, Estimate to Complete
          • Delivery Amount, Estimate at Completion
          • Delivery Amount, Estimate to Complete
          • Percent of Costs
          • Fixed Monthly Amount
          • Revenue Greater than Zero
          • Revenue Greater than Zero, Less G&A
          • Percent of ITD Revenue
          • Percent of Current Year Revenue
        • Alternate Project Structure
        • Posting Revenue to Owning Organization/Performing Organization
        • Why Use New Project Setup from Templates?
          • Overview of New Project Setup from Templates
          • Other Project Setup Options
          • Pros and Cons of the Different Project Setup Options
    • Advanced Project Budgeting
      • Advanced Project Budgeting Process Flow
      • Burden Templates
        • Manage Burden Templates
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Pool Base Subtask
              • Import Pool Base Subtask
        • Import Pools to Burden Templates
          • Display
          • Contents
        • Build Budget Composite Rates
          • Display
          • Contents
          • Table Information
      • Project Budget and Estimate to Complete
        • Manage Project Budget Revisions
          • Display
          • Contents
          • Table Information
        • Manage Change Orders
          • Display
          • Contents
          • Table Information
          • Tabs
            • Project Info Tab
            • Project Detail Tab
          • Subtasks
            • Hours Subtask
            • Subcontractors Subtask
            • Units Subtask
        • Manage Project Budgets and ETC
          • Display
          • Contents
          • Table Information
          • Tabs
            • Total Budget Tab
            • Info Tab
          • Subtasks
            • Estimate to Complete Subtask
              • Update Incurred Costs Subtask
              • Revise ETC Subtask
              • Labor ETC Subtask
            • Indirect Subtask
            • Fees Subtask
            • Units Subtask
            • Labor Subtask
            • Direct Subtask
        • Mass Add Project Budgets
          • Display
          • Contents
          • Table Information
        • Update Incurred Costs for Project Budgets
          • Display
          • Contents
          • Table Information
        • Update Project Budgets
          • Display
          • Contents
          • Table Information
        • Compute Estimate to Complete
          • Display
          • Contents
        • Create PSR Budget Report Tables
          • Display
          • Contents
      • Project Budget Reports/Inquiries
        • Reports
          • Print Earned Value Report
            • Display
            • Contents
            • Table Information
          • Print Estimate to Complete Report
            • Display
            • Contents
          • Print Labor Estimate to Complete Report
            • Display
            • Contents
          • Print Project Budget Detail Report
            • Display
            • Contents
            • Tabs
              • Previous Tab
              • Next Tab
          • Print Project Budget Summary Report
            • Display
            • Tabs
              • Previous Tab
              • Next Tab
        • Inquiries
          • View ETC and Earned Value
            • Display
            • Contents
            • Table Information
          • View Project Budgets
            • Display
            • Contents
            • Table Information
      • Advanced Project Budget Controls
        • Configure Project Budget Settings
          • Display
          • Contents
          • Table Information
        • Manage Average Cost GLC Rates
          • Display
          • Contents
          • Table Information
        • Manage Average Cost PLC Rates
          • Display
          • Contents
          • Table Information
        • Manage Period Days
          • Display
          • Contents
          • Table Information
          • Spread a Budget Over the Days in a Period
      • Special Topics
        • The Project Budget Process
          • Types of Project Budgets Available for Each Project
          • Budget Subtasks
          • Where to Enter Change Orders
          • How to Enable Budgets Revisions
          • How to apply Indirect Costs and Overhead
          • Where to Enter Labor Costs
          • When to Use Price Catalogs and Contract Line Item Number (CLIN)
          • How to Use Multipliers
          • How to Freeze Your Project Baseline Budget
          • How to Budget by Period
          • Project Budget Reports Inquiries Menu
          • The Create PSR Budget Report Tables Screen
          • The Update Project Status Report Table Process
          • The Print Project Labor Summary Report Screen
          • The Print Revenue Worksheet Screen
        • Project Budget
          • Getting Started
          • Examples of the Costpoint Project Budget Process
    • Budgeting and ETC
      • Budgeting & ETC Process Flow
      • Total Budgets
        • Manage Project Total Budget
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Total Budget Subtask
            • Indirect Subtask
        • Manage PLC Total Budget
          • Display
          • Contents
          • Table Information
        • Manage GLC Total Budget
          • Display
          • Contents
          • Table Information
        • Update Budget Report Tables
          • Display
          • Contents
          • Table Information
      • Period Budgets
        • Manage Budget Revisions
          • Display
          • Contents
          • Table Information
        • Manage Project Budgets By Period
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Indirect Subtask
            • Total Budget Subtask
            • Adjust Actuals Subtask
            • Spread Subtask
            • Fill Subtask
            • Move Subtask
            • Escalate Subtask
        • Manage PLC Budgets By Period
          • Display
          • Contents
          • Table Information
        • Manage GLC Budgets By Period
          • Display
          • Contents
          • Table Information
        • Manage Project Unit Budgets By Period
          • Display
          • Contents
          • Table Information
          • Subtask
            • Period Summary Subtask
        • Apply Indirect Costs To Budgets
          • Display
          • Contents
          • Table Information
        • Update Project Total Budget
          • Display
          • Contents
      • Estimate to Complete
        • Manage Estimate To Complete Amounts
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Indirect Costs Subtask
            • Project Fee Subtask
        • Update Incurred Cost for ETC
          • Display
          • Contents
        • Compute Estimate To Complete
          • Display
          • Contents
          • Table Information
        • Manage Estimate To Complete PLC Hours
          • Display
          • Contents
          • Table Information
          • Subtask
            • Revise Estimate-To-Complete Subtask
        • Manage Estimate To Complete GLC Hours
          • Display
          • Contents
          • Table Information
          • Subtask
            • Revise Estimate-To-Complete Subtask
      • Encumbrance Tracking
        • Manage Project Budget Line Item Revisions
          • Display
          • Contents
          • Table Information
        • Manage Project Line Item Budgets
          • Display
          • Contents
          • Table Information
        • Compute Over Budget Transactions
          • Display
          • Contents
          • Table Information
      • Cost Schedule Status Report
        • Manage CSSR Information
          • Display
          • Contents
          • Table Information
        • Manage CSSR Budgets
          • Display
          • Contents
          • Table Information
        • Import CSSR Budgets
          • Display
          • Contents
          • Table Information
          • Import CSSR Budgets Input File Layout
        • Create CSSR Report Tables
          • Display
          • Contents
          • Table information
        • Print Cost Schedule Status Report
          • Display
          • Contents
      • Estimate to Complete Reports/Inquiries
        • Reports
          • Create Estimate to Complete Report Tables
            • Display
            • Contents
          • Print Estimate To Complete Hours Report
            • Display
            • Contents
          • Print Estimate To Complete Report
            • Display
            • Contents
        • Inquiries
          • View Estimate To Complete
            • Display
            • Contents
            • Subtasks
              • Cost Info Subtask
              • Project Cost Detail Subtask
              • Org Detail Subtask
                • Org Cost Info Subtask
                • Org Cost Detail Subtask
      • Budget Interfaces
        • Project Planner Interface
          • Configure Interface Settings
            • Display
            • Contents
            • Subtasks
              • Include Exclude Definition Subtask
              • Row Definition Subtask
                • Column Definition Subtask
                • Mapping Definition Subtask
            • Error Messages
          • Configure Project Planner Mapping Definition
            • Display
            • Contents
            • Configure Project Planner Mapping Definitions Error Messages
          • Import Project Budgets
            • Display
            • Contents
            • Table Information
            • Import Project Budgets Process Flow
            • Import Project Budgets Business Processing
            • Import Project Budgets Assumptions
            • Import Project Budgets Error Messages
          • Retrieve Labor Rates
            • Display
            • Contents
      • Budget Controls
        • Manage Average GLC Rates
          • Display
          • Contents
          • Table Information
        • Manage Average PLC Rates
          • Display
          • Contents
          • Table Information
    • Cost and Revenue Processing
      • Cost and Revenue Processing Process Flow
      • Cost Pools
        • Manage Cost Pools
          • Display
          • Contents
          • Table Information
          • Tabs
            • Pool Details Tab
            • Default Accounts Tab
          • Subtasks
            • Pool Cost Subtask
            • Pool Base Subtask
            • Service Center Subtask
            • Pool Rates Subtask
          • Remove an Account/Organization from the Cost of a Pool
        • Manage Base Creation Setups
          • Display
          • Contents
          • Table Information
        • Manage Cost Creation Setups
          • Display
          • Contents
          • Table Information
        • Create Pool Links
          • Display
          • Contents
        • Print Cost Pool Rates Report
          • Display
          • Contents
        • Print Cost Pool Setup Report
          • Display
          • Contents
        • Print Service Center Setup Report
          • Display
          • Contents
      • Cost Pool Processing
        • Cost Pool Processes
          • Display
          • Contents
          • Table Information
        • Build Rate Application Table
          • Display
          • Contents
          • Table Information
        • Compute/Print Pool Rates
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Pools Subtask
            • Purge Old Statement of Indirects Subtask
        • Import Allocation Basis Journals
          • Display
          • Contents
          • Table Information
          • Processing Instructions
        • Manage Allocation Journals
          • Display
          • Contents
          • Table Information
          • Subtask
            • Import Subtask
        • Print Allocation Journal Edit Report
          • Display
          • Contents
        • Print Service Center Cost Allocation Report
          • Display
          • Contents
        • Post Pool Journals
          • Display
          • Contents
        • Reverse Posted Pool and Revenue Journals
          • Display
          • Contents
          • Table Information
      • Multi-Job Processing
        • Manage Multi-Job Allocation Information
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Cost Accounts Subtask
            • Cost/Hours Base Subtask
            • Percentage Base Subtask
        • Import Multi-Job Allocation Percentage Basis
          • Display
          • Contents
          • Table Information
          • Input File Layout
        • Create Multi-Job Allocation Entries
          • Display
          • Contents
          • Table Information
        • Manage Multi-Job Allocation Cost History
          • Display
          • Contents
          • Table Information
        • Manage Multi-Job Allocation Labor History
          • Display
          • Contents
          • Table Information
      • Project Cost Processing
        • Month End Processes
          • Display
          • Contents
          • Table Information
        • Process Organization Changes
          • Display
          • Contents
          • Table Information
          • Additional Information
            • Configure Project Settings
            • Manage Project User Flow
            • Org History Subtask
            • Process Organization Changes
            • Create Journal Entries
            • Update A/R History
            • Additional Information
        • Create Cost of Goods Sold Entries
          • Display
          • Contents
        • Compute Burden Costs
          • Display
          • Contents
          • Table Information
        • Compute Cobra Burden Costs
          • Display
          • Contents
          • Table Information
        • Compute Inventory Burden Rates
          • Display
          • Contents
          • Table Information
      • Revenue Processing
        • Compute Revenue Processes
          • Display
          • Contents
          • Table Information
        • Load Labor Rates
          • Display
          • Contents
          • Table Information
        • Compute Revenue
          • Display
          • Contents
          • Table Information
          • Subtask
            • Prior Revenue Fiscal Years Subtask
          • Revenue Computations at the End of a Fiscal Year
          • Procedures to Execute at the Beginning of a Fiscal Year Before Computing Revenue
          • Computing Revenue for a Closed Fiscal Year
          • Processing Month-End Revenue
        • Redistribute Revenue
          • Display
          • Contents
          • Table Information
        • Redistribute Revenue by Project
          • Display
          • Contents
          • Table Information
        • Post Revenue
          • Display
          • Contents
          • Table Information
        • Create Cost Transfer Journal Entries
          • Display
          • Contents
      • Project Transfer Processing
        • Manage Project Transfer Information
          • Display
          • Contents
          • Table Information
          • Subtask of the Manage Project Transfer Information Screen
            • Accounts Subtask
          • Accomplish Project Transfer
        • Create Project Transfer Journal Entries
          • Display
          • Contents
          • Table Information
          • Accomplish Project Transfer
        • Update Project Transfer History Tables
          • Display
          • Contents
          • Table Information
          • Accomplish Project Transfer
      • Goal Processing
        • Compute Billing Value of Cost Incurred
          • Display
          • Contents
          • Table Information
          • Calculation of the Overall Effective Multiplier in the Project Goal Header Table
          • Steps to Initialize Billing Value
          • Steps to Compute Billing Value
      • Cost and Revenue Processing Utilities
        • Cost Pool Utilities
          • Copy Pools
            • Display
            • Contents
          • Purge Allocation Basis Journal History
            • Display
            • Contents
          • Validate Pool Acct/Org Setups
            • Display
            • Contents
            • Table Information
          • View Invalid Pools in Project Ledger
            • Display
            • Contents
          • Repair Invalid Pools in Project Ledger
            • Display
            • Contents
        • Period and Year-End Utilities
          • Assign Account Function Codes
            • Display
            • Contents
            • Table Information
          • Change Period Report Parameters
            • Display
            • Contents
          • Check for Unposted Journals
            • Display
            • Contents
          • Compare Project Ledger to General Ledger
            • Display
            • Contents
          • Summarize Project Goal Detail
            • Display
            • Contents
          • Summarize Project Ledger
            • Display
            • Contents
          • Apply Indirect Costs to Summarized Project Ledger
            • Display
            • Contents
            • Table Information
          • Update Prior Year History
            • Display
            • Contents
            • Table Information
      • Cost and Revenue Processing Interfaces
        • Microframe Interface
          • Manage Microframe EOC Mappings
            • Display
            • Contents
            • Table Information
          • Manage Microframe OBS Mappings
            • Display
            • Contents
            • Table Information
          • Manage Microframe WBS Mappings
            • Display
            • Contents
            • Table Information
          • Manage Microframe Resource Mappings
            • Display
            • Contents
            • Table Information
          • Create Microframe Transfer Files
            • Display
            • Contents
            • Processing Details
            • Error Messages
            • Technical Details
      • Cost Pool Controls
        • Manage Allocation Groups
          • Display
          • Contents
          • Table Information
        • Manage Pool Processing Sequence Numbers
          • Display
          • Contents
          • Table Information
      • Administrative Utilities
        • Group Duplicates in Labor History
          • Display
          • Contents
          • Table Information
        • Rebuild Labor History
          • Display
          • Contents
          • Table Information
        • Synchronize Project Performance Tables
          • Display
          • Contents
          • Table Information
      • Related Topics
        • Calculations for Hours-Based Cost Pools
        • Example Calculations for Hours-Based Cost Pools
    • Project Inquiry and Reporting
      • Project Inquiry and Reporting Process Flow
      • Report Processing
        • Reporting Processes
          • Display
          • Contents
          • Table Information
        • Compute/Print Purchasing Commitments
          • Display
          • Contents
        • Update Project Status Report Tables
          • Display
          • Contents
          • Table Information
        • Create Project Report Tables
          • Display
          • Contents
          • Table Information
      • Project Reports/Inquiries
        • Reports
          • Print Organization Cost Summary Report
            • Display
            • Contents
          • Print Project Labor Summary Report
            • Display
            • Contents
            • Table Information
            • Tabs
              • Options Tab
              • Next Tab
            • Subtask
              • Project Non-Contiguous Ranges Subtask
          • Print Project Non-Labor Detail Report
            • Display
            • Contents
            • Table Information
            • Subtask
              • Project Non-Contiguous Ranges Subtask
          • Print Project Status Report
            • Display
            • Contents
            • Table Information
            • Subtask
              • Project Non-Contiguous Ranges Subtask
          • Print Revenue Summary Report
            • Display
            • Contents
            • Table Information
          • Print Revenue Worksheet
            • Display
            • Contents
            • Table Information
            • Subtask
              • Project Non-Contiguous Ranges Subtask
          • Print T&M Analysis Report
            • Display
            • Contents
            • Table Information
            • Subtask
              • Project Non-Contiguous Ranges Subtask
        • Inquiries
          • View Project Activity
            • Display
            • Contents
            • Subtasks
              • Project Status Subtask
                • Labor Detail Subtask
                • Transaction Detail Subtask
                • Pool Detail Subtask
                • Profits Subtask
              • GLC Labor Summary Subtask
                • Employee Detail Subtask for GLC Labor Summary Subtask
              • PLC Labor Summary Subtask
                • Employee Detail Subtask for PLC Labor Summary Subtask
              • Employee Labor Summary Subtask
          • View Project Activity By Level
            • Display
            • Contents
            • Subtasks
              • Project Status Subtask
                • Labor Detail Subtask
                • Transaction Detail Subtask
                • Pool Detail Subtask
                • Profits Subtask
              • GLC Labor Summary Subtask
                • Employee Detail Subtask for GLC Labor Summary Subtask
              • PLC Labor Summary Subtask
                • Employee Detail Subtask for PLC Labor Summary Subtask
              • Employee Labor Summary Subtask
          • View Project Ledger Activity
            • Display
            • Contents
            • Table Information
            • Subtask
              • Detail Subtask
    • Billing
      • Billing Task Flow
      • Billing Formats
        • Manage Generic Billing Formats
          • Display
          • Contents
          • Table Information
          • Tabs
            • Header Tab
            • Hours Tab
            • Display Options Tab
            • Footer Tab
          • Subtask
            • Accounts Subtask
        • Manage Supporting Schedule Formats
          • Display
          • Contents
          • Table Information
          • Set Up a Format
      • Billing Master
        • Manage Project Billing Information
          • Display
          • Contents
          • Table Information
          • Tabs
            • Setup Information Tab
            • 1443 Info Tab
            • Other Info Tab
            • Global Withholding Tab
            • Billing Currency Contract Values Tab
          • Subtasks
            • Detail Levels Subtask
            • Cash Basis Subtask
            • Schedule Subtask
            • Customers Subtask
        • Manage ACRN Bills
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Accounts Subtask
            • PLC Mapping Subtask
            • ACRN Change History Subtask
        • Manage Project Sales Tax Setups
          • Display
          • Contents
          • Table Information
        • Manage Account Discounts
          • Display
          • Contents
          • Table Information
        • Manage Customer Volume Discounts
          • Display
          • Contents
          • Table Information
          • Subtask
            • Accounts Subtask
        • Manage Project Volume Discounts
          • Display
          • Contents
          • Table Information
          • Subtask
            • Accounts Subtask
        • Manage Project iRAPT Information
          • Display
          • Contents
          • Table Information
          • Subtasks
            • ACRN/FMS Worksheet Subtask
            • UID Information Subtask
              • UID Detail Information Subtask
            • RFID Information Subtask
            • CLIN Mapping Subtask
              • PLC Mapping Subtask
              • Accounts Subtask
        • Assign Billing Withholding Codes
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Billing Project Non-Contiguous Ranges Subtask
            • Customer Non-Contiguous Ranges Subtask
            • Project Type Non-Contiguous Ranges Subtask
            • Billing User Group Non-Contiguous Ranges Subtask
            • Billing Formula Non-Contiguous Ranges Subtask
      • Units Usage Processing
        • Manage Unit Usage
          • Display
          • Contents
          • Table Information
          • Set Up Unit Billing and Revenue
        • Import Units Usage Files
          • Display
          • Contents
          • Table Information
          • Import Units Usage Files Input File Format
        • Print Usage Edit Report
          • Display
          • Contents
          • Table Information
        • Post Unit Usage
          • Display
          • Contents
          • Table Information
        • Manage Units Usage History
          • Display
          • Contents
          • Table Information
        • Print Units Usage History Report
          • Display
          • Contents
      • Standard Bill Adjustments
        • Manage Open Billing Detail
          • Display
          • Contents
          • Table Information
          • Tabs
            • Billing Detail Tab
              • FAQs
            • Labor Tab
              • FAQs
            • Units Tab
            • Other Tab
          • Subtasks
            • Exchange Rates Subtask
            • Cash Basis Subtask
              • FAQs
        • Adjust Open Billing Detail Records
          • Display
          • Contents
          • Table Information
          • Procedures
            • Transfer Labor or Other Billable Costs
            • Write Off a Line
            • Put Amounts and/or Hours on Hold
            • Release a Line Previously On Hold
      • Standard Bills Processing
        • Standard Bills
          • Load Multicurrency Transaction Amounts
            • Display
            • Contents
          • Update Cash Basis Information
            • Display
            • Contents
            • Table Information
          • Calculate Standard Bills
            • Display
            • Contents
            • Table Information
            • Tabs
              • Options Tab
              • Withholding Release Tab
            • Subtasks
              • Retro Billing Indirect Costs Fiscal Years Subtask
              • Percentage to Release Calculation Help Subtask
          • Manage Standard Bills
            • Display
            • Contents
            • Table Information
            • Modify the Over Ceiling Amount on a Bill
            • Bill Retainage on a Standard Bill
            • Tabs
              • Standard Billing Info Tab
                • FAQs
              • Header Tab
              • Totals Tab
              • Addresses Tab
            • Subtasks
              • Exchange Rates Subtask
                • FAQs
              • Detail Subtask
                • FAQ
                • Customs Info Subtask
                  • FAQ
          • Select Bills for Posting
            • Display
            • Contents
            • Table Information
            • FAQs
          • Calculate ACRN Bills
            • Display
            • Contents
            • Table Information
            • Reverse ACRN Allocation Amounts
            • Examples of ACRN Billing Calculations
              • Billing Requirement Includes Mapping and PROJ_MAP_FL is Y - FIFO
              • Billing Requirement Includes Mapping and PROJ_MAP_FL is Y - LIFO
              • Billing Requirement Includes Mapping and PROJ_MAP_FL is Y - Proration
              • Billing Requirement Includes Mapping and PROJ_MAP_FL is N - FIFO
              • Billing Requirement Includes Mapping and PROJ_MAP_FL is N - LIFO
              • Billing Requirement Includes Mapping and PROJ_MAP_FL is N - Proration
              • Billing Requirement Without Mapping for ACRN Only - FIFO
              • Billing Requirement Without Mapping for ACRN Only - LIFO
              • Billing Requirement Without Mapping for ACRN Only - Proration
              • Billing Requirement Without Mapping for ACRN/Line Item - FIFO
              • Billing Requirement Without Mapping for ACRN/Line Item - LIFO
              • Billing Requirement Without Mapping for ACRN/Line Item - Proration
          • Print ACRN Billing Edit Report
            • Display
            • Contents
            • Subtask
              • Project ACRN Non-Contiguous Ranges Subtask
          • Print Standard Bills
            • Display
            • Contents
            • Subtask
              • Project Non-Contiguous Ranges Subtask
          • Print Form 1034
            • Display
            • Contents
            • Subtask
              • Project Non-Contiguous Ranges Subtask
          • Print Indirect Rate Consolidated Retro Bill Worksheet
            • Display
            • Contents
            • Subtask
              • Project Non-Contiguous Ranges Subtask
          • Create iRAPT Billing Files
            • Display
            • Contents
            • Subtask
              • Project Non-Contiguous Ranges Subtask
            • FTP File Layouts for iRAPT Billing Files
              • FTP File Layout - MOCAS - Project_Product_Bills - 2N1
              • FTP File Layout - MOCAS - Project Product Bills - Combo
              • FTP File Layout - MOCAS - Project Product Bills - Commercial Invoice
              • FTP File Layout - MOCAS - Project Product Bills - Cost Voucher
              • FTP File Layout - MOCAS - Standard Bills - 2N1
              • FTP File Layout - MOCAS - Standard_Bills - Combo
              • FTP File Layout - MOCAS - Standard Bills - Commercial Invoice
              • FTP File Layout - MOCAS - Standard Bills - Cost Voucher
              • FTP File Layout - Other - Project Product Bills - 2N1
              • FTP File Layout - Other - Project Product Bills - Combo
              • FTP File Layout - Other - Project Product Bills - Commercial Invoice
              • FTP File Layout - Other - Project Product Bills - Cost Voucher
              • FTP File Layout - Other - Standard Bills - 2N1
              • FTP File Layout - Other - Standard Bills - Combo
              • FTP File Layout - Other - Standard Bills - Commercial Invoice
              • FTP File Layout - Other - Standard Bills - Cost Voucher
              • FTP File Layout - MOCAS Attachment
              • FTP File Layout - Other - Standard Bills Attachment
              • FTP File Layout - Progress Payment Bills
          • Post Standard Bills
            • Display
            • Contents
            • Table Information
          • Reverse Previous Bills
            • Display
            • Contents
            • Table Information
        • Retroactive Bills
          • Calculate Retroactive Bills
            • Display
            • Contents
            • Table Information
          • Print Retroactive Billing Worksheet
            • Display
            • Contents
            • Subtask
              • Project Non-Contiguous Ranges Subtask
      • Progress Payment Bills Processing
        • Update Subcontractor Progress Payments
          • Display
          • Contents
          • Table Information
        • Calculate Progress Payment Bills
          • Display
          • Contents
          • Table Information
        • Manage Progress Payment Bills
          • Display
          • Contents
          • Table Information
          • Reverse a Progress Payment Billing
          • Tabs
            • Billing Details Tab
            • Section1 Box 1 Tab
            • Section 1 Box 2 Tab
            • Section 1 Box_3-8_Tab
            • Line Info 9-19 Tab
            • Line Info 20-26 Tab
            • Line 13 Costs Tab
            • Certification Info Tab
          • Subtasks
            • Line 9 Detail Subtask
            • Line 10 Detail Subtask
            • Line 14a Detail Subtask
            • Line 14b Detail Subtask
            • Line 14d Detail Subtask
        • Print Progress Payment Bills
          • Display
          • Contents
          • Subtask
            • Project Non-Contiguous Ranges Subtask
        • Post Progress Payment Bills
          • Display
          • Contents
          • Table Information
      • Milestone Percent Complete Bills Processing
        • Manage Milestone Percent Complete Bills
          • Display
          • Contents
          • Table Information
          • Tabs
            • Bill Details Tab
            • Addresses Tab
            • Misc Charges Tab
            • Report Options Tab
            • Summary Information Tab
            • Statement of Work Tab
          • Subtasks
            • Exchange Rates Subtask
            • Standard Text Subtask
            • Customs Info Subtask
            • Currency Line Info Subtask
        • Print Milestone Percent Complete Bills
          • Display
          • Contents
        • Post Milestone Percent Complete Bills
          • Display
          • Contents
          • Table Information
      • Project Product Bills Processing
        • Manage Project Product Bills
          • Display
          • Contents
          • Table Information
          • Tabs
            • Billing Detail Tab
            • Address Info Tab
            • Other Info Tab
            • Notes Tab
          • Subtasks
            • Standard Text Subtask
            • Exchange Rates Subtask
            • Invoice Totals Subtask
            • Customs Info Subtask
            • Currency Line Info Subtask
            • ACRNs Subtask
            • MILSTRIPs Subtask
        • Print Project Product Bills
          • Display
          • Contents
        • Post Project Product Bills
          • Display
          • Contents
          • Table Information
      • Manual Bills Processing
        • Import Manual Bills
          • Display
          • Contents
          • Processing Details
          • Error Messages
        • Manage Manual Bills
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Exchange Rates Subtask
            • Invoice Totals Subtask
            • Customs Info Subtask
        • Post Manual Bills
          • Display
          • Contents
          • Table Information
      • Customer Product Bills Processing
        • Manage Customer Product Bills
          • Display
          • Contents
          • Table Information
          • Tabs
            • Invoice Details Tab
            • Addresses Tab
            • Other Charges Tab
          • Subtasks
            • Standard Text Subtask
            • Exchange Rates Subtask
            • Invoice Totals Subtask
            • Currency Line Info Subtask
            • Customs Info Subtask
        • Print Customer Product Bills
          • Display
          • Contents
        • Post Customer Product Bills
          • Display
          • Contents
          • Table Information
      • Unbilled Receivables
        • Manage Unbilled Reason Codes
          • Display
          • Contents
          • Table Information
          • Create the Unbilled Reason Code Report
        • Create Unbilled Analysis Report Tables
          • Display
          • Contents
        • Edit Unbilled Reason Codes
          • Display
          • Contents
          • Table Information
        • Print Unbilled Analysis Report
          • Display
          • Contents
      • EDI Billing Processing
        • Create EDI Files
          • Display
          • Contents
        • Setup Information Tab
        • Contents
        • Customs Info Subtask
        • Misc Charges Tab
        • Standard Text Subtask
        • Billing Detail Tab
        • Contents
        • Exchange Rates Subtask
        • Other Tab
        • Units Tab
        • Contents
      • Billing History
        • Manage Billing History
          • Display
          • Contents
        • Manage Closed Billing Detail
          • Display
          • Contents
          • Table Information
          • Tabs
            • Billing Detail Tab
            • Labor Tab
            • Units Tab
            • Sales Tax Tab
            • Other Tab
          • Subtasks
            • Exchange Rates Subtask
        • Manage Project Bill Summary
          • Display
          • Contents
          • Table Information
        • Manage Closed Progress Billing Detail
          • Display
          • Contents
          • Table Information
          • Tabs
            • Billing Details Tab
            • Addresses Tab
            • Remit To Tab
            • Section 1 Tab
            • Line Info 9-19 Tab
            • Line Info 20-26 Tab
            • Line 13 Costs Tab
          • Subtasks
            • Line 9 Detail Subtask
            • Line 10 Detail Subtask
        • Manage Subcontractor Progress Payments
          • Display
          • Contents
          • Table Information
          • Subtask
            • Payments Subtask
      • Billing Reports/Inquiries
        • Reports
          • Print Billing Register
            • Display
            • Contents
          • Print Open Billing Detail Report
            • Display
            • Contents
            • Subtask
              • Project Non-Contiguous Ranges Subtask
        • Inquiries
          • View Standard Billing History
            • Display
            • Contents
            • Subtask
              • Detail Subtask
                • Transactions Subtask
      • Open Billing Detail Utilities
        • Update Open Billing Detail Records
          • Display
          • Contents
        • Purge Open Billing Detail Records
          • Display
          • Contents
          • Table Information
      • Billing Controls
        • Configure Billing Settings
          • Display
          • Contents
          • Table Information
          • Subtask
            • Selected Billing Formulas Subtask
        • Manage Billing Accounts
          • Display
          • Contents
          • Table Information
        • Manage Billing Cycles
          • Display
          • Contents
          • Table Information
        • Manage Billing Standard Text
          • Display
          • Contents
          • Table Information
        • Manage Billing User Groups
          • Display
          • Contents
          • Table Information
        • Manage Contractor Addresses
          • Display
          • Contents
          • Table Information
        • Manage Government Payment Offices
          • Display
          • Contents
          • Table Information
        • Manage Other Charges
          • Display
          • Contents
          • Table Information
          • FAQ
        • Manage Remittance Addresses
          • Display
          • Contents
          • Table Information
          • FAQs
        • Manage Taxable Sales Accounts
          • Display
          • Contents
          • Table Information
          • Set Up Sales Tax for Billing
        • Manage Billing Withholding Codes
          • Display
          • Contents
          • Table Information
        • Configure iRAPT Billing Settings
          • Display
          • Contents
          • Table Information
        • Configure Billing EDI Settings
          • Display
          • Contents
          • Table Information
        • Manage Project EDI Information
          • Display
          • Contents
          • Table Information
      • Administrative Utilities
        • Update Billing Currency Amounts
          • Display
          • Contents
          • Table Information
        • Update Billing Tables for Cumulative Tax
          • Display
          • Contents
        • Update Billing Tables Bill Labor Category Description
          • Display
          • Contents
        • Validate Open Billing Detail Account Function Codes
          • Display
          • Contents
          • Table Information
      • Billing Related Topics
        • ACRN Billing
        • Billing in Foreign Currencies
          • Multicurrency in Costpoint
          • Currency Types
          • Currency Codes and Exchange Rates
          • Realized and Unrealized Gains and Losses
          • Billing Capabilities
          • Cash Receipts
        • Calculate Bills
          • Invoice Printing and Posting Level
          • Manage Project Billing Information Screen
          • Manage ACRN Bills Screen
          • Manage Project iRAPT Information Screen
          • Billing Header Records
          • Updates to Billing Edit Detail Table
            • Updates to Billing Edit Detail for Cost-Based Formulas
            • Updates to Billing Edit Detail for Hours-Based Formulas
            • Updates to Billing Edit Detail for Unit-Based Formula
          • Invoice Formats
          • Invoice Billing Formulas
          • Calculate ACRN Bills Screen
            • Set Up Other Screens Before Executing Calculate ACRN Bills
        • Create a Cash Basis Billing
        • EDI Billing
          • EDI Setup
          • Create EDI Files
          • Transmitting the EDI Files
        • Global Withholding
          • Enable Global Withholding
        • Progress Payment Bills
          • Basic Concepts
            • Progress Payments and Delivery Invoices
            • Liquidation
            • Accounting Issues
          • Initialization
            • Costpoint Billing
            • Projects Folder
            • Costpoint Accounts Receivable
          • Processing Progress Payment Invoices
          • Delivery Invoices
          • Line-by-line Discussion of Form 1443
            • Section I - Identification Information
            • Section II - Statement of Costs Under This Contract Through Date
            • Section III - Computation of Limits for Outstanding Progress Payments
            • Computation of Progress Payment Clause A3I or A4I Limitation
            • Computation of Progress Payment Clause A3II or A4II Limitation
            • Certification
        • Retroactive Bills
          • Retroactive Rate Modifications vs Prospective Rate Modifications
          • Calculating Retroactive Billings
          • Printing and Posting Retroactive Bills
        • The Posting Process
          • Posting to the General Ledger
          • Update Accounts Receivable Tables
          • Update Billing History Summary
          • Update Billing History Detail
          • Update Header History Tables
          • Update Billing Master Table
          • Table Information
        • Unbilled Receivables
          • Creation of the Report Table
          • Print the Unbilled Receivable Analysis Report
          • Components of the Unbilled Balance
          • Initialize Unbilled Receivables
          • The Unbilled Reason Code Report
          • Create the Unbilled Reason Code Report
        • Units
          • Setup of Units
          • Entering and Posting Units
          • Revenue on Units
          • Billing for Units
          • Unit Cost Recognition
          • Unit Warranty Expense Accrual
          • Default Accounts
          • Sales Group Abbreviations
          • Valid Setup Examples
          • Invalid Setup Examples
        • Invoicing Receipt Acceptance and Property Transfer
        • Set Up a Time and Materials Bill
    • Subcontractor Management
      • Subcontractor Management Process Flow
      • Subcontractor Management Videos
      • Work Assignments
        • Manage Work Assignments
          • Display
          • Contents
          • Table Information
          • Tabs
            • Basic Information Tab
            • Business Rules Tab
            • Rejection Reason Tab
          • Subtasks
            • PO Info Subtask
              • Line Charges Subtask
              • PO Line Accounts Subtask
              • PO Line Resources/Vendor Employees Subtask
                • Vendor Employees Subtask
            • Header SOW Subtask
            • Security REQTS Subtask
              • Link SCI/SAP Security Codes Subtask
            • Charges Subtask
              • Work Assignment PO Line Charges Subtask
              • Security REQTS Subtask
                • Link SCI/SAP Security Codes Subtask
              • Line SOW Subtask
              • Remaining PO Line Status Subtask
                • PO Line Info Subtask
                  • Tabs
                    • PO Line Information Tab
                    • Cost Amounts Tab
                    • Notes Tab
                  • Line Charges Subtask
                • PO Line Accounts Subtask
                • PO Line Resources/Vendor Employees Subtask
                  • Vendor Employees Subtask
              • Vendor Employees Subtask
                • Skills Subtask
                • Trainings Subtask
                • Security Subtask
                  • Security Clearances Subtask
                    • Link SCI/SAP Security Codes Subtask
                • Properties Subtask
                • Vendor Employee Error/Warning Messages
              • Currency Line Subtask
              • Charge Line Notes Subtask
              • Charge Line Error/Warning Messages Subtask
            • Roles Subtask
            • Exchange Rates Subtask
            • Work Assignments Error/Warning Messages Subtask
        • Approve Work Assignments
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Work Assignment Error/Warning Messages Subtask
            • Charge Line Error/Warning Messages Subtask
            • Vendor Employee Error/Warning Messages Subtask
      • Subcontractor Invoices
        • Manage Open Subcontractor Detail
          • Display
          • Contents
          • Table Information
          • Tabs
            • Timesheet Detail Tab
            • Expense Detail Tab
        • Create Subcontractor Invoices
          • Display
          • Contents
          • Table Information
        • Manage Subcontractor Invoices
          • Display
          • Contents
          • Table Information
          • Tabs
            • Header Row Tab
            • Details Tab
            • Address Tab
            • Subcontractor Info Tab
            • Notes/Doc Loc Tab
            • Actions Tab
            • Invoice Approvals Tab
          • Subtasks
            • Invoice Approval History Subtask
            • Standard Text Subtask
            • Exchange Rates Subtask
            • Receipts Subtask
            • Line Charges Subtask
            • Account Distribution Subtask
            • Vendor Labor Subtask
              • Vendor Labor Details Subtask
            • Vendor Expense Reports Subtask
              • Expense Report Details Subtask
                • Expense Transaction Details Subtask
            • Currency Line Subtask
            • Line Documents Subtask
        • Print Subcontractor Invoices
          • Display
          • Contents
        • Approve Subcontractor Invoices
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Invoice Approval History Subtask
            • Standard Text Subtask
            • Exchange Rates Subtask
            • Receipts Subtask
            • Line Charges Subtask
            • Account Distribution Subtask
            • Vendor Labor Subtask
              • Vendor Labor Details Subtask
            • Vendor Expense Reports Subtask
              • Expense Report Details Subtask
                • Expense Transaction Details Subtask
            • Currency Line Subtask
            • Line Details Subtask
      • Subcontractor Management Reports/Inquiries
        • Print Work Assignment Detail Report
          • Display
          • Contents
          • Table Information
        • View Work Assignment Status
          • Display
          • Contents
          • Subtasks
            • Header SOW Subtask
            • Charges Subtask
              • WA PO Line Charges Subtask
              • Line SOW Subtask
              • Remaining PO Line Status Subtask
                • PO Line Info
                  • Line Charges Subtask
                • PO Line Accounts Subtask
                • PO Line Resources/Vendor Employees Subtask
                  • Vendor Employees Subtask
              • Vendor Employees
                • Skills Subtask
                • Trainings Subtask
                • Security Subtask
                  • Security Clearances Subtask
                    • Link SCI/SAP Security Codes Subtask
                • Properties Subtask
              • Currency Line Subtask
              • Charge Line Notes Subtask
              • Link SCI/SAP Security Codes Subtask
              • Charge Line Error/Warning Messages Subtask
              • Invoices Subtask
                • Receipts Subtask
                • Vendor Labor Subtask
                  • Vendor Labor Details Subask
                • Account Distribution Subtask
              • Open Vchrs Ln Subtask
                • Vendor Labor Subtask
                  • Vendor Labor Details Subtask
                • Match Receipts/Update Subtask
                • Voucher Line Accts
              • Vchr Hist Ln Subtask
                • Vendor Labor Subtask
                  • Vendor Labor Details Subtask
                • Match Receipts/Update Subtask
                • Checks Subtask
                • Voucher Line Accts Subtask
            • Roles Subtask
            • Exchange Rates Subtask
            • Link SCI/SAP Security Codes Subtask
            • Work Assignment Error/Warning Messages Subtask
      • Subcontractor Management Controls
        • Configure Subcontractor Management Settings
          • Display
          • Contents
        • Manage Work Assignment Roles
          • Display
          • Contents
          • Table Information
        • Manage Work Assignment Approval Codes
          • Display
          • Contents
          • Subtask
            • Link Projects Subtask
      • Subcontractor Management Related Topics
        • Subcontractor Management Overage Flags
    • NASA 533s
      • NASA 533s Process Flow
      • NASA 533 Processing
        • Manage NASA 533 Formats
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Line Details Subtask
              • Accounts Subtask
        • Manage NASA 533 Project Information
          • Display
          • Contents
          • Table Information
        • Create NASA 533 Report Tables
          • Display
          • Contents
        • Print NASA 533 Report
          • Display
          • Contents
          • Table Information
      • NASA 533 Controls
        • Configure NASA 533 Fiscal Years
          • Display
          • Contents
          • Table Information
        • Configure NASA 533 Accounting Periods
          • Display
          • Contents
    • Inter-Company Work Orders
      • Inter-Company Work Orders Process Flow
      • Inter-Company Work Orders Processing
        • Manage IWO Expense Mappings
          • Display
          • Contents
          • Table Information
          • Subtask
            • Link Expenses Subtask
        • Manage IWO Projects
          • Display
          • Contents
          • Table Information
        • Create IWO Allocations
          • Display
          • Contents
          • Table Information
        • Manage IWO Allocations
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Exchange Rates Subtask
              • Additional Information
            • Labor Detail Subtask
        • Post IWO Journal
          • Display
          • Contents
          • Table Information
      • Inter-Company Work Orders Interfaces
        • Export IWO Allocations
          • Display
          • Contents
        • Import IWO Allocations
          • Display
          • Contents
        • Validate IWO Allocations
          • Display
          • Contents
          • Table Information
        • Validate IWO Suspense Transactions
          • Display
          • Contents
          • Subtasks
            • Exchange Rates Subtask
              • Additional Information
            • Labor Detail Subtask
      • Inter-Company Work Orders Controls
        • Configure Transfer Locations
          • Display
          • Contents
          • Table Information
      • Inter-Company Work Orders Related Topics
        • Include Sales/VAT Tax in IWO Billing and Tax Reporting
  • Materials
  • People
    • Employee
      • Costpoint - SilkRoad Integration
        • CostPoint-Silkroad Integration Overview
        • CostPoint-SilkRoad Integration Implementation
        • CostPoint-Silkroad Integration Connection Settings
        • CostPoint-Silkroad Integration Processing
          • Create Costpoint Position Requisitions
          • Export Costpoint Data to SilkRoad
          • SilkRoad New Employee Processing
          • Import SilkRoad Data to Costpoint
      • Costpoint - Talent Management Integration
        • Integration Overview
        • Integration Configuration
          • Configure the Costpoint - Talent Management Integration Connection Settings
          • Talent Management Integration Implementation
          • Scheduling a Talent Management Integration
          • Monitoring the Status of Talent Management Integrations
            • Access the View Interface Execution Status History Screen
        • Guidelines for Talent Management Users
          • Required Fields on Requisition Forms
          • Allowed Drop-down Selection Values
          • Salary
          • Onboarding
          • Social Security Number
          • Org Structure
          • Users
          • Custom Fields
        • Costpoint to Talent Management Data Mapping
          • Organization Levels
          • Job Profiles
          • Users
          • Job Templates
          • Job Requisitions
          • Labor Locations
          • Employee Skills
          • Skills
          • Project Team
        • Talent Management to Costpoint Data Mapping
          • EMPL
          • DFLT_REG_TS
          • EMPL_PHONE
          • EMPL_LAB_INFO
          • EMPL_TAX
          • EMPL_SEC_CLR
          • H_EMPL_SKILLS
        • Troubleshooting
          • Verify Talent Management Connection Information
          • Check Errors on the View Interface Execution Status History Screen
          • Check Errors in Talent Management Integration Log File
      • Basic Employee Information
        • Manage Employee Information
          • Display
          • Contents
          • Table Information
          • Tabs
            • Employee Info Tab
            • HR Data Tab
            • Address or Contact Tab
            • Timesheet Defaults Tab
            • Product Interface Tab
            • Notes Tab
          • Subtasks
            • Salary Details Subtask
              • Tabs
                • Salary Information Tab
                • HR Information Tab
                • Ref No Comments Tab
                • TS Defaults Tab
            • Leave Subtask
            • Allowance Details Subtask
            • Taxes Subtask
              • Tabs
                • Federal Tab
                • State Tab
              • Subtasks
                • Multi-State Taxes Subtask
                • Local Taxes Subtask
            • Deductions Subtask
            • Contributions Subtask
            • Bank Info Subtask
              • Subtasks
                • Pending Bank Accounts Subtask
                • Active Bank Accounts Subtask
            • Savings Bonds Subtask
            • User-Defined Info Subtask
              • Table Information
            • Additional Addresses Subtask
            • Citizenship Subtask
            • Phone Subtask
            • Additional Default Pay Types Subtask
            • Employment History Subtask
        • Manage Employee Salary Information
          • Display
          • Contents
          • Table Information
          • Tabs
            • Salary Info Tab
            • HR Information Tab
            • Ref No Comments Tab
            • TS Defaults Tab
        • Update Salaries For Compensation Plan Changes
          • Display
          • Contents
          • Table Information
        • Update Employees For Manager Change
          • Display
          • Contents
        • Update Employee Affirmative Action Plan
          • Display
          • Contents
        • Manage Employee Allowances
          • Display
          • Contents
          • Table Information
        • Manage Employee User-Defined Information
          • Display
          • Contents
          • Table Information
        • Manage Employee Life Events
          • Display
          • Contents
          • Table Information
        • Assign GLCs To Employees
          • Display
          • Contents
          • Table Information
        • Manage Employee Photo File Locations
          • Display
          • Contents
          • Table Information
        • Manage Employee Security
          • Display
          • Contents
          • Table Information
          • Subtask
            • Security Clearances Subtask
              • Link SCI/SAP Security Codes Subtask
        • Manage Education, Skills & Training Data
          • Display
          • Contents
          • Table Information
          • Subtask
            • Career Plans Subtask
            • Courses Subtask
            • Degrees Subtask
            • Professional Organizations Subtask
            • Skills Subtask
            • Training Subtask
        • Update Employee Training
          • Display
          • Contents
          • Table Information
          • Subtask
            • Employee Non-Contiguous Ranges Subtask
      • Employee Leave Information
        • Manage Leave Beginning Balances
          • Display
          • Contents
          • Table Information
          • Subtask
            • Exchange Rates Subtask
        • Manage Employee Leave
          • Display
          • Contents
          • Table Information
          • Subtask
            • Paid Family Leave Subtask
      • Employee Payroll Information
        • Update an Existing Employee's Salary Information
        • Update an Existing Employee's Salary Information
        • Manage Employee Taxes
          • Display
          • Contents
          • Table Information
          • Tabs
            • Federal Tab
            • State Tab
          • Subtasks
            • Multi-State Taxes Subtask
            • Local Taxes Subtask
        • Manage Employee Deducations
          • Display
          • Contents
          • Table Information
        • Manage Employee Contributions
          • Display
          • Contents
          • Table Information
        • Update Employee Deductions/Contributions
          • Display
          • Contents
          • Table Information
        • Manage Employee Bank Information
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Pending Bank Accounts Subtask
              • Table Information
            • Active Bank Accounts Subtask
        • Manage Employee Savings Bonds
          • Display
          • Contents
          • Table Information
        • Manage Employee Garnishments
          • Display
          • Contents
          • Table Information
          • Procedures for Manage Employee Garnishments
            • Setting Up A Medical Support Order Garnishment
            • Setting Up A Child Support Garnishment
            • Setting Up A Creditor Debt Garnishment
            • Setting Up A Federal Tax Levy
            • Setting Up A Student Loan Garnishment
          • Subtask
            • Garnishment Calculation
            • Support Calculation
              • Subtask
                • Health Insurance Coverage
            • Disposable Income Exclusions Subtask
              • Subtasks
                • Disposable Income Deduction Exclusions
                • Disposable Income Pay Type Exclusions
        • Manage Deferred Tax Payments
          • Display the Manage Deferred Tax Payments Screen
          • Contents of the Manage Deferred Tax Payments Screen
          • Table Information for the Manage Deferred Tax Payments Screen
      • Employee Benefit Information
        • Manage Employee Benefit Elections
          • Display
          • Contents
          • Table Information
          • Eligibility and Enrollment Edits
        • Manage Employee Dependents/Beneficiaries
          • Display
          • Contents
          • Table Information
        • Assign Dependents to Benefit Plans
          • Display
          • Contents
          • Table Information
        • Assign Beneficiaries to Benefit Plans
          • Display
          • Contents
          • Table Information
        • Manage Employee Evidence of Insurability (EOI)
          • Display the Manage Employee Evidence of Insurability (EOI) screen
          • Contents of the Manage Employee Evidence of Insurability (EOI) Screen
          • Table Information for the Manage Employee Evidence of Insurability (EOI) Screen
        • Process Employee EOI Benefit Elections
          • Display the Process Employee EOI Benefit Elections Screen
          • Contents of the Process Employee EOI Benefit Elections Screen
          • Subtask of the Process Employee EOI Benefit Elections Screen
            • Employee Non-Contiguous Ranges Subtask
      • Employee FSA/HSA Information
        • Dependent Care FSA
          • Manage Employee Dependent Care FSA Elections
            • Display
            • Contents
            • Table Information
            • Subtask
              • Update Deduction Subtask
          • Manage Dependent Care Reimbursement
            • Display
            • Contents
            • Table Information
          • Manage Dependent Care FSA History
            • Display
            • Contents
            • Table Information
        • Medical Care FSA
          • Manage Employee Medical Care FSA Elections
            • Display
            • Contents
            • Table Information
            • Subtask
              • Update Deductions Subtask
          • Manage Medical Care Reimbursement
            • Display
            • Contents
            • Table Information
          • Manage Medical Care FSA History
            • Display
            • Contents
            • Table Information
        • Health Savings Accounts
          • Manage Employee HSA Elections
            • Display
            • Contents
            • Table Information
            • Subtask
              • Update Deduction Subtask
      • Employee HR Information
        • Manage Employee I-9 Data
          • Display
          • Contents
          • Table Information
        • Manage Employee Drug Testing Results
          • Display
          • Contents
          • Table Information
        • Manage Employee Medical Surveillance Log
          • Display
          • Contents
          • Table Information
        • Manage Employee Awards
          • Display
          • Contents
          • Table Information
        • Identify Employee Service Awards
          • Display
          • Contents
          • Table Information
        • Manage Employee Security Status
          • Display
          • Contents
          • Table Information
        • Manage Company Issued Documents
          • Display
          • Contents
          • Table Information
        • Manage Company Issued Property
          • Display
          • Contents
          • Table Information
        • Manage Company Issued Vehicles
          • Display
          • Contents
          • Table Information
        • Manage Employee State Driver's License
          • Display
          • Contents
          • Table Information
      • Employee Deferred Compensation Information
        • Manage Employee Deferred Compensation
          • Display
          • Contents
          • Table Information
        • Update Employee Deferred Compensation Info
          • Display
          • Contents
          • Table Information
      • Performance Review Processing
        • Print Review Form Template
          • Display
          • Contents
        • Manage Employee Review
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Section II — Employee Evaluation Subtask
            • Section III — Employee Development Subtask
            • Section IV — Evaluator Comments Subtask
            • Section V — Employee Comments Subtask
        • Print Completed Review Forms
          • Display
          • Contents
        • Update Employee Salary Based on Review
          • Display
          • Contents
          • Table Information
        • Print Performance Review Statistics
          • Display
          • Contents
      • Employee Offboarding
        • Manage Rehire Eligibility Codes
          • Display
          • Contents
          • Table Information
        • Manage Termination Reasons
          • Display
          • Contents
          • Table Information
        • Exit Interview
          • Manage Exit Interview Form
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Section II — Security and Property Subtask
              • Section III — Compensation and Benefits Subtask
              • Section IV — Leave Subtask
              • Section V — Amount Owed Subtask
              • Section VI - Comments Subtask
          • Print Exit Interview Form Template
            • Display
            • Contents
            • Subtask
              • Employee Non-Contiguous Ranges Subtask
          • Manage Employee Exit Interviews
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Employee Information Subtask
              • Security and Property Subtask
              • Compensation and Benefits Subtask
              • Leave Subtask
              • Amounts Owed Subtask
              • Comments Subtask
          • Print Completed Exit Interview Form
            • Display
            • Contents
            • Table Information
            • Subtask
              • Employee Non-Contiguous Ranges Subtask
      • Employee Reports/Inquiries
        • Reports
          • Print Employee Awards List
            • Display
            • Contents
            • Table Information
          • Print Employee Basic Report
            • Display
            • Contents
          • Print Employee Job Title Report
            • Display
            • Contents
            • Table Information
          • Print Employee Medical Surveillance Data Report
            • Display
            • Contents
          • Print Employee Salary Information Report
            • Display
            • Contents
          • Print Employee Setup Report
            • Display
            • Contents
          • Print FLSA Status Report
            • Display
            • Contents
          • Print New Hire Report
            • Display
            • Contents
        • Inquiries
          • View Employee Information
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Country Status Subtask
              • Additional Addresses Subtask
              • Employee Phone Inquiry Subtask
              • Additional Default Pay Types Subtask
          • View Salary Information And History
            • Display
            • Contents
            • Table Information
      • Employee Utilities
        • Change Employee Address Line Order
          • Display
          • Contents
        • Convert Race/Ethnicity Codes to New Race Codes
          • Display
          • Contents
        • Update Employee Telephone Types
          • Display
          • Contents
        • Employee Toolkits
          • Display
          • Contents
        • Link Talent Management User IDs to Existing Employees
          • Display
          • Contents
          • Initialize Deltek Talent Management HUA ID to Costpoint Employee ID Mapping
      • Employee Interfaces
        • Manage Employee Import User-Defined Format
          • Display
          • Contents
          • Table Information
        • Manage Jobs for Export
          • Display
          • Contents
          • Table Information
        • Manage Locations for Export
          • Display
          • Contents
          • Table Information
        • Import Employee Data
          • Display
          • Contents
          • Table Information
          • Input File Layout
          • Processing Details
        • Import Employee Leave And Deductions
          • Display
          • Contents
          • Processing Details
          • Additional Processing Details
          • Processing Error Messages
          • Table Information
        • Transfer SilkRoad Data
          • Display
          • Contents
        • Transfer Talent Management Data
          • Display
          • Contents
          • Table Information
          • Tabs
            • Import Tab
            • Export Tab
      • Education, Skills, and Training Controls
        • Manage Areas of Education
          • Display
          • Contents
          • Table Information
        • Manage Courses
          • Display
          • Contents
          • Table Information
        • Manage Degrees
          • Display
          • Contents
          • Table Information
        • Manage Professional Organizations
          • Display
          • Contents
          • Table Information
        • Manage Skill Codes
          • Display
          • Contents
          • Table Information
        • Manage Skill Levels
          • Display
          • Contents
          • Table Information
        • Manage Training Codes
          • Display
          • Contents
          • Table Information
          • Subtask
            • Eligible Detail Job Titles Subtask
        • Manage Training Locations
          • Display
          • Contents
          • Table Information
        • Manage Training Sources
          • Display
          • Contents
          • Table Information
        • Manage Training Program Schedules
          • Display
          • Contents
          • Table Information
        • Print Training Program Schedules
          • Display
          • Contents
          • Table Information
      • Employee Controls
        • Manage Employee Class Codes
          • Display
          • Contents
          • Table Information
        • Manage Employee User-Defined Labels
          • Display
          • Contents
          • Table Information
          • Subtask
            • Validated Text Subtask
        • Manage Life Event Codes
          • Display
          • Contents
          • Table Information
        • Manage Locator Codes
          • Display
          • Contents
          • Table Information
        • Manage Race And Ethnicity Codes
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Affirmative Action Code Mappings Subtask
            • EEO-1 Code Mappings Subtask
        • Manage Visa Types
          • Display
          • Contents
          • Table Information
        • Manage Citizen Status Codes
          • Display
          • Contents
          • Table Information
        • Manage Job Templates
          • Display
          • Contents
          • Table Information
          • Tabs
            • Job Details Tab
            • Timesheet Defaults And Product Interface Tab
            • Human Resources Tab
            • Requisition Details Tab
              • Use Job Template for Position Requisitions
        • Manage Employee ID Formats
          • Display
          • Contents
          • Table Information
          • Set Up Employee ID Format and Defaulting
            • Enable Auto-Generate Employee IDs
            • Enable Auto-Generate Employee IDs for a Single Costpoint Company
            • Enable Auto-Generate Employee IDs for a Multiple Costpoint Companies
            • Specify Employee ID Format
            • Specify the Defaulting Rules for Employee ID
        • Manage Employee ID Defaulting Rules
          • Display
          • Contents
          • Table Information
          • Set Up Employee ID Format and Defaulting
            • Enable Auto-Generate Employee IDs
            • Enable Auto-Generate Employee IDs for a Single Costpoint Company
            • Enable Auto-Generate Employee IDs for a Multiple Costpoint Companies
            • Specify Employee ID Format
            • Specify the Defaulting Rules for Employee ID
        • Manage Security Clearance Settings
          • Display
          • Contents
          • Table Information
        • Manage SCI/SAP Clearance Codes
          • Display
          • Contents
          • Table Information
      • Related Topics
        • Converting Employee GOV T Mandated Orders
    • Labor
      • Labor Process Flow
      • Labor Project Manufacturing
      • Timesheet Defaults
        • Manage Timesheet Line Type Defaults
          • Display
          • Contents
          • Table Information
        • Manage Employee Timesheet Line Type Defaults
          • Display
          • Contents
          • Table Information
        • Manage Employee Project Timesheet Defaults
          • Display
          • Contents
          • Table Information
          • Set Up Project-Dased Timesheet Line Defaults
        • Manage Employee PROJ-ACCT-GROUP Timesheet Defaults
          • Display
          • Contents
          • Table Information
          • Set Up Project Account Group Based Timesheet Line Defaults
        • Manage Labor-Group PROJ-ACCT-GROUP Timesheet Defaults
          • Display
          • Contents
          • Table Information
        • Manage Project Timesheet Defaults
          • Display
          • Contents
          • Table Information
      • Timesheet Entry/Creation
        • Manage Timesheet Periods
          • Display
          • Contents
          • Table Information
        • Manage Work Schedules
          • Display
          • Contents
          • Table Information
        • Edit Work Schedule Data
          • Make Weekends Non-Work Flexible Days
          • Add Work Days to Schedule
          • Add Holidays to the Schedule
          • Change Attributes of a Specific Day
        • Manage Timesheet Batches
          • Display
          • Contents
          • Table Information
          • Subtask
            • Timesheets Subtask
        • Manage Timesheets
          • Display
          • Contents
          • Table Information
          • Tabs
            • Timesheet Header Tab
            • Entry Information Tab
          • Subtasks
            • Exchange Rates Subtask
            • Manufacturing Order Timesheet Information Subtask
            • Sales Order Timesheet Information Subtask
        • Manage Correcting Timesheets
          • Display
          • Contents
          • Table Information
          • Tabs
            • Timesheet Header Tab
            • Entry Information Tab
          • Subtasks
            • Exchange Rates Subtask
            • Manufacturing Order Timesheet Information Subtask
            • Sales Order Timesheet Information Subtask
        • Create Auto-Pay Timesheets
          • Display
          • Contents
          • Table Information
        • Create Retroactive Timesheet Adjustments
          • Display
          • Contents
          • Table Information
          • Subtask
            • Employee Non-Contiguous Ranges Subtask
        • Create Reversing Timesheets
          • Display
          • Contents
          • Table Information
        • Create Leave Payout Timesheets
          • Display
          • Contents
          • Table Information
          • Creating Leave Payout Timesheet
          • Subtask
            • Employee Non-Contiguous Ranges Subtask
        • Delete Retroactive Timesheet Adjustments
          • Display
          • Contents
          • Table Information
          • Subtask
            • Non-Contiguous Range Selections Subtask
        • Delete Leave Payout Timesheets
          • Display
          • Contents
          • Table Information
          • Subtask
            • Employee Non-Contiguous Ranges Subtask
      • Timesheet Adjustments
        • Apply Timesheet Adjustments in Batch Mode
          • Display
          • Contents
          • Table Information
        • Apply Weighted Average Rates To Timesheets
          • Display
          • Contents
          • Table Information
        • Recast Overtime Premium to Timesheet Lines
          • Display
          • Contents
          • Table Information
        • Allocate Compensated Overtime Across Timesheet Lines
          • Display
          • Contents
          • Table Information
        • Create Employee Allowance Timesheet Lines
          • Display
          • Contents
          • Table Information
        • Delete Timesheet Adjustments
          • Delete Recasted Overtime Premium From Timesheet Lines
            • Display
            • Contents
            • Table Information
          • Delete Allocated Compensation OT from Timesheet Lines
            • Display
            • Contents
            • Table Information
          • Delete Employee Allowance Timesheet Lines
            • Display
            • Contents
            • Table Information
      • Timesheet Reporting
        • Print Missing Timesheet Report
          • Display
          • Contents
          • Subtask
            • Organization Non-Contiguous Ranges Subtask
        • Print Timesheet Information Report by Employee
          • Display
          • Contents
        • Print Timesheet Information Report by Account
          • Display
          • Contents
      • Timesheet Posting
        • Post Timesheets
          • Display
          • Contents
          • Table Information
      • Labor Reports and Inquiries
        • Reports
          • Print Employee Labor Summary Report
            • Display
            • Contents
          • Print Labor Utilization Report
            • Display
            • Contents
          • Print Tiered Fringe Analysis Report
            • Display
            • Contents
          • Print Timesheet History Report
            • Display
            • Contents
        • Inquiries
          • View Employee Labor Inquiry
            • Display
            • Contents
            • Table Information
            • View Employee Labor
            • Subtasks
              • Account Charges Subtask
                • Period Subtask (Acct_Charges)
              • Account/Organization Charges Subtask
                • Period Subtask (AcctOrg Charges)
                  • Timesheet Subtask
              • GLC Charges Subtask
                • Period Subtask (GLC_Charges)
              • Labor Utilization Subtask
              • Organization Charges Subtask
                • Period Subtask (Org_Charges)
              • Project Charges Subtask
                • Period Subtask (Proj_Charges)
              • PLC Charges Subtask
                • Period Subtask (PLC_Charges)
              • Employee Salary Subtask
                • Tabs
                  • Salary Info Tab
                  • Ref No/Comments Tab
              • Employee Leave Subtask
          • View Timesheet History Inquiry
            • Display
            • Contents
            • Table Information
            • Tabs
              • Timesheet Header Tab
              • Entry Information Tab
            • Subtask
              • Exchange Rates Subtask
      • Timesheet Interface
        • Manage Deltek Time and Expense Account Types
          • Display
          • Contents
          • Table Information
        • Manage Accounts for Export
          • Display
          • Contents
          • Select Time Collection Account Types
        • Manage Projects for Export
          • Display
          • Contents
          • Table Information
        • Manage Organizations for Export
          • Display
          • Contents
          • Table Information
        • Export Data To Deltek Time and Expense
          • Display
          • Contents
          • Tabs
            • Export Information Tab
            • Base/Link Tables Tab
            • Resource Information Tab
            • Charge Trees Tab
        • Export Used Leave to Deltek Time & Expense
          • Display
          • Contents
        • Import Work Schedules From Deltek Time and Expense
          • Display
          • Contents
          • Table Information
          • Warnings
          • Errors
          • File Layout
        • Import Timesheets from Deltek Time and Expense
          • Display
          • Contents
          • Table Information
          • File Layout
          • Processing Details
          • Screen Error Messages
        • Configure Timesheet Suspense Values
          • Display
          • Contents
          • Table Information
        • Import Timesheets
          • Input File Layout
          • Display
          • Contents
          • Processing Details
          • Report Error Messages
        • Export Project Manufacturing Data
          • Display
          • Contents
      • ADP Interface
        • Manage ADP Mapping Values
          • Display
          • Contents
          • Table Information
        • Manage ADP 2.5 Mapping Values
          • Display
          • Contents
          • Table Information
        • Export Timesheets to ADP
          • Display
          • Contents
          • Table Information
          • Processing Details
          • Screen Error Messages
        • Transfer Overview
      • Paychex Interface
        • Manage Paychex Mapping
          • Display
          • Contents
        • Export Timesheets to Paychex
          • Display
          • Contents
          • Export File Specifications
      • Ceridian Interface
        • Manage Ceridian Configuration
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Ceridian Mapping Subtask
              • Populate Mapping Table Subtask
        • Export Timesheets To Ceridian
          • Display
          • Contents
          • Table Information
          • Processing Details
          • Ceridian Signature Export File Layout
          • Ceridian Source 500 Series Export File Layout
      • Labor Controls
        • Configure Labor Settings
          • Display
          • Contents
          • Table Information
          • Tabs
            • Employee Options Tab
            • Timesheet Options Tab
          • Subtasks
            • Corporate Labor Settings Subtask
            • Timesheet Overtime and Auto-Adjust Options Subtask
            • Additional Accrued Salaries Account by Currency Subtask
        • Manage General Labor Categories
          • Display
          • Contents
          • Table Information
        • Manage Workers' Compensation Codes
          • Display
          • Contents
          • Table Information
      • Labor Rate Controls
        • Manage Pay Types
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Link Pay Types For Paystub Consolidation Subtask
            • Transaction Currency Overrides Subtask
        • Manage Pay Type Restrictions
          • Display
          • Contents
          • Table Information
        • Manage Labor Groups/Unions
          • Display
          • Contents
          • Table Information
        • Manage Labor Locations/Locals
          • Display
          • Contents
          • Table information
          • Subtask
            • Talent Management Company IDs Subtask
        • Wage Determination Rates
          • Display
          • Contents
          • Table Information
        • Manage Wage Determination Fringe Charge Codes
          • Display
          • Contents
          • Table Information
        • Manage Allowance Codes
          • Display
          • Contents
          • Table Information
        • Manage Allowance Account Mapping
          • Display
          • Contents
          • Table Information
      • Overtime Controls
        • Manage Overtime Premium Recast Charge Codes
          • Display
          • Contents
          • Table Information
        • Configure Weighted Average Overtime Settings
          • Display
          • Contents
          • Table Information
        • Manage Overtime Rules By Location
          • Display
          • Contents
          • Table Information
        • Manage Overtime Rules By State
          • Display
          • Contents
          • Table Information
      • Union Information Controls
        • Manage Fringe Codes
          • Display
          • Contents
          • Table Information
        • Manage Fringe Modify Codes
          • Display
          • Contents
          • Table Information
        • Manage Assignment of Employees to Crews
          • Display
          • Contents
          • Table Information
          • Set Up Crew Assignment
        • Manage Union Profile Setup
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Project Information Subtask
            • Fringe Information Subtask
            • Deductions Subtask
            • Reference Numbers Subtask
        • Update Fringe Table in Union Profile
          • Display
          • Contents
        • Manage Fringe Ceilings By Local
          • Display
          • Contents
          • Table Information
      • Administrative Utilities
        • Purge Labor History Tables
          • Display
          • Contents
        • Purge Timesheet History
          • Display
          • Contents
        • Purge Crew Timesheets
          • Display
          • Contents
          • Table Information
      • Related Topics
        • Correction Timesheets
        • Timesheet Processing
          • Step 1: Timesheet Periods
          • Step 2: Update Essential Screens in Costpoint Employee
          • Step 3: Enter Timesheets
          • Step 4: Print the Missing Timesheet Edit Report
          • Step 5: Print the Timesheet Edit by Employee Report
          • Step 6: Print the Timesheet Edit Report by Account
          • Step 7: Print and Post the Labor Distribution
          • Step 8: Labor Summary Reports
        • Setting Up Workers' Compensation
        • View Interface Execution Status History
          • Display
          • Contents
          • Table Information
          • Subtask
            • Export/Import Errors Subtask
    • Leave
      • Leave Process Flow
      • Leave Reporting
        • Print Washington State Paid Family and Medical Leave Report
          • Display the Print Washington State Paid Family and Medical Leave Report
          • Contents of the Print Washington State Paid Family and Medical Leave Report Screen
          • Set Up Washington Paid Family Leave & Medical Leave Report
          • Configure WAPFML-Type Deduction Code
        • Create Quarterly Family and Medical Leave File
          • Display
          • Contents
          • Set Up the Colorado FAMLI on the Manage Local Taxes Screen in 2023
          • Set Up the Colorado FAMLI on the Manage Deductions Screen in 2023
      • Leave Processing
        • Manage Leave Periods
          • Display
          • Contents
          • Table Information
          • Create a New Leave Period
          • View or Modify Existing Leave Periods
        • Print Employee Leave Report
          • Display
          • Contents
          • Print Employee Leave Reports
        • Compute Leave Accruals
          • Display
          • Contents
          • Table Information
          • Subtask
            • Employees Subtask
        • Print Leave Edit Report
          • Display
          • Contents
          • Print Leave Edit Reports
        • Manage Leave Edit Table
          • Display
          • Contents
          • Table Information
          • View or Modify an Employee Record
          • FAQs
          • Subtask
            • Exchange Rates Subtask
        • Print Employee Leave Statements
          • Display
          • Contents
          • Print Employee Leave Statements
        • Post Leave Accruals
          • Display
          • Contents
          • Table Information
          • Post Leave Accruals
        • Print Leave Accrual Report
          • Display
          • Contents
          • Print Accrued Leave Reports
        • Close Leave Period
          • Display
          • Contents
          • Table Information
      • Year-End Processing
        • Close Leave Year
          • Display
          • Contents
          • Close a Leave Year
      • Leave Inquiries
        • View Leave History
          • Display
          • Contents
          • Table Information
          • View Leave History
          • Subtask
            • Exchange Rates Subtask
      • Leave Utilities
        • Reconcile Leave Balances
          • Display
          • Contents
          • Subtask
            • Employee Subtask
        • Import Employee Leave Adjustments
          • Display
          • Contents
          • Input File Layout
        • Purge Leave History
          • Display
          • Contents
          • Table Information
          • Purge Leave History
        • True-Up Leave History Table To Last Reconciliation
          • Display
          • Contents
        • Close Leave Year (New)
          • Display
          • Contents
          • Close a Leave Year
      • Leave Controls
        • Configure Leave Settings
          • Display
          • Contents
          • Table Information
        • Manage Leave Types
          • Display
          • Contents
          • Table Information
          • FAQs
          • Subtasks
            • Additional Transaction Currencies Subtask
            • Tansaction Currency Overrides Subtask
        • Manage Leave Codes
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Leave Table Details Subtask
            • Eligible Labor Locations Subtask
        • Configure Leave Modify Codes
          • Display
          • Contents
          • Table Information
      • Special Topics
        • Leave Processing: Step-by-step
          • Initialization
          • Leave by Hours
          • Leave by Amount
          • Accruing Leave
          • Accrual vs. Expense Accounts
          • Processing Leave
        • Set Up Massachusetts Paid Family and Medical Leave Deduction Code
    • Payroll
      • Payroll Process Flow
      • Payroll Processing
        • Manage Pay Periods
          • Display
          • Contents
          • Table Information
          • FAQs
            • How Do I Change Our Payroll from Weekly to Bi-weekly?
            • How Can I Change Our Payroll from Monthly to Bi-weekly?
        • Update Excess Life Deductions
          • Display
          • Contents
          • Table Information
        • Update Employee Package Deductions
          • Display
          • Contents
          • Table Information
          • Process Detail
          • Subtask
            • Employee Non-Contiguous Ranges Subtask
        • Compute Payroll
          • Display
          • Contents
          • Table Information
          • Process Bonus Timesheet Outside of the Normal Payroll
          • Process Late Timesheet After Payroll Has Already Been Processed
            • Process Late Timesheet - Unprocessed Checks and Direct Deposits
            • Process Late Timesheet - Checks Printed and Direct Deposits Not Transmitted
            • Process Late Timesheet - Checks and Direct Deposits Printed and Transmitted
          • Subtask
            • Employee Non-Contiguous Ranges Subtask
        • Print Payroll Edit Report
          • Display
          • Contents
          • Table Information
        • Manage Payroll Records
          • Display
          • Contents
          • Table Information
          • Tabs
            • Payroll Edit Tab
            • Employee Accrual Tab
            • Paystub Information
            • Employee Tax Setup Tab
          • Subtasks
            • State Pay Types Subtask
            • Pay Types Subtask
              • Pay Type Project Distribution Subtask
            • State Taxes Subtask
            • Local Taxes Subtask
            • Deductions Subtask
              • Union Deductions Detail Subtask
              • Garnishment Detail Subtask
                • Table Information
            • Contributions Subtask
              • Contribution Project Distribution Subtask
            • Workers' Comp Subtask
              • Workers' Comp Project Distribution Subtask
            • Tax Withholding Project Distribution Subtask
            • Timesheets Subtask
            • Direct Deposit Information Subtask
            • Paystub Hourly Rate Detail Subtask
            • Fringe Detail Subtask
              • Table Information for the Fringe Detail Subtask
        • Direct Deposit
          • Activate Pending Employee Bank Information
            • Display
            • Contents
            • Table Information
          • Create ACH Bank File
            • Display
            • Contents
            • Table Information
          • Print Bank ACH File Report
            • Display
            • Contents
            • Table Information
          • Print Employee Bank Information Report
            • Display
            • Contents
            • Table Information
          • Print Payment Advices
            • Display
            • Contents
            • Table Information
        • Paychecks
          • Print Paychecks
            • Display
            • Contents
            • Table Information
          • Close Pay Period
            • Display
            • Contents
            • Table Information
      • Payroll Closing
        • Post Payroll Journal
          • Display
          • Contents
          • Table Information
        • Print Federal Certified Payroll Report
          • Display
          • Contents
          • Table Information
          • Subtask
            • Employees Subtask
        • Create Accounts Payable Vouchers
          • Display
          • Contents
          • Subtask
            • State Non Contiguous Subtask
            • Localities Non-Contiguous Subtask
            • Deductions/Contributions Non-Contiguous Subtask
        • Print Accounts Payable Voucher Status Report
          • Display
          • Contents
      • Payroll History
        • Print Employee Earnings Report
          • Display
          • Contents
          • Table Information
        • Manage Employee Earnings History
          • Display
          • Contents
          • Table Information
          • Tabs
            • Employee Earnings Tab
            • Employer Accrual Tab
            • Paystub Information Tab
            • Employee Tax Setup Tab
          • Subtasks
            • State Pay Types Subtask
              • YTD Info Subtask
            • Pay Types Subtask
              • Pay Type Project Distribution Subtask
              • YTD Info Subtask
            • State Taxes Subtask
            • Local Taxes Subtask
            • Deductions Subtask
              • Union Deduction Detail Subtask
              • Garnishment Detail Subtask
                • Table Information
                • YTD Garnishment Info Subtask
              • YTD Info Subtask
            • Contributions Subtask
              • Contribution Project Distribution Subtask
              • YTD Info Subtask
            • Workers' Comp Subtask
              • Workers' Comp Project Distribution Subtask
              • YTD Info Subtask
            • Tax Withholding Project Distribution Subtask
            • YTD Taxes Subtask
            • Timesheets Subtask
            • Direct Deposit Information Subtask
            • Paystub Hourly Rate Detail Subtask
            • Fringe Detail Subtask
              • Table Information
      • US Treasury Savings Bonds
        • Manage Savings Bonds Treasury File Data
          • Display
          • Contents
          • Table Information
        • Create U.S. Treasury File
          • Display
          • Contents
        • View Savings Bond File History
          • Display
          • Contents
      • Tax Reporting
        • Federal Taxes
          • Create EFTPS Payroll Tax Deposit File
            • Display
            • Contents
          • Print SOC SEC and Medicare Reconciliation Report
            • Display
            • Contents
            • Table Information
          • Print Quarterly Federal Payroll Tax Report
            • Display
            • Contents
            • Table Information
          • Create Quarterly EFTPS FUTA Tax File
            • Display
            • Contents
            • Table Information
          • EFTPS Payroll Tax and FUTA Quarterly Tax Export File Layout
        • State and Local Taxes
          • Print State Withholding Report
            • Display
            • Contents
            • Table Information
          • Print Local Withholding Report
            • Display
            • Contents
            • Table Information
          • Print Quarterly State Unemployment Report
            • Display
            • Contents
            • Table Information
          • Create Monthly SUTA Tax File
            • Display
            • Contents
          • Create Quarterly SUTA Tax File
            • Display
            • Contents
            • Table Information
            • Subtask of the Manage SUTA Tax File Data Screen
              • Pay Types Excluded in Hours Worked
            • Costpoint SUTA Electronic Filing File Types
          • Print Workers' Compensation Accrual Report
            • Display
            • Contents
            • Table Information
      • Ceridian Tax Services
        • Ceridian Tax Services Interface Overview
        • Configure CTS Settings
          • Display
          • Contents
          • Table Information
        • Manage CTS Tax File Data
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Periodic Tax Data Subtask
            • Quarterly Tax Data Subtask
        • Create CTS Tax File Data
          • Display
          • Contents
        • CTS Interface Data Setup
        • CTS W-2
          • Create CTS W-2 File
            • Display
            • Contents
          • Manage CTS W-2 File Data
            • Display
            • Contents
            • Table Information
      • Year-End Processing
        • Close Payroll Year
          • Display
          • Contents
          • Table Information
        • W-2s
          • Manage Tax Report Data
            • Display
            • Contents
            • Table Information
          • Create W-2 Table
            • Display
            • Contents
            • Table Information
            • Subtask
              • Employee Non-Contiguous Ranges Subtask
          • Manage W-2s
            • Contents
            • Table Information
            • Subtasks
              • COVID-19 Box 14
              • Box 12 Subtask
              • Box 14 Subtask
              • State Subtask
              • Local Subtask
          • Manage W-2Cs
            • Display the Manage W-2Cs Screen
            • Contents
            • Table Information for the Manage W-2Cs Screen
            • Subtasks of the Manage W-2Cs Screen
              • Box 12 Subtask
              • Box 14 Subtask
              • COVID 19 Box 14 Subtask
              • State Subtask
              • Local Subtask
          • Print W-2s
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Employee Name Non-Contiguous Ranges Subtask
              • Employee Non-Contiguous Ranges Subtask
              • Social Security Number Non-Contiguous Ranges Subtask
              • Postal Code Non-Contiguous Ranges Subtask
              • State Non-Contiguous Ranges Subtask
              • Organization Non-Contiguous Ranges Subtask
              • Locator Code Non-Contiguous Range Subtask
              • Mailing State Non-Contiguous Ranges Subtask
              • Locality Non-Contiguous Ranges Subtask
              • Print W-2 on Blank Stock or Plain Paper
          • Print W-2 Summary Report
            • Display
            • Contents
        • Electronic Filing
          • Update Tax File Country Code
            • Display
            • Contents
            • Table Information
          • Create Federal W-2 File
            • Display
            • Contents
            • Table Information
            • Federal W-2 File Processing Details
            • Federal W-2 Input File Layout
          • Create State W-2 File
            • Display
            • Contents
            • Table Information
      • Payroll Utilities
        • Delete Payment Advices from Payroll Edit Table
          • Display
          • Contents
          • Table Information
        • Delete Paychecks from Payroll Edit Table
          • Display
          • Contents
          • Table Information
        • Delete Timesheet Payroll Computed Flags
          • Display
          • Contents
          • Table Information
        • Recompute Taxable Wages
          • Display
          • Contents
          • Table Information
        • Update Dummy Check Numbers
          • Display
          • Contents
          • Table Information
        • Void/Replace Posted Paychecks
          • Display
          • Contents
          • Table Information
          • Subtask
            • Non-Contiguous Paychecks
        • Toolkits
          • Restore Employee Bank Information
            • Display
            • Contents
            • Table Information
          • Update State Filing Status
            • Display
            • Contents
          • Payroll Toolkit
            • Display
            • Contents
            • Tabs of the Payroll Toolkit Screen
              • Create Manage Deferred Tax Payment Rcds Tab
              • Create Payroll Rcds to Repay Deferred SS Tab
            • Subtasks
              • Employee Non-Contiguous Ranges Subtask
          • Print COVID Paycheck Protection Program Report
            • Display the Print COVID Paycheck Protection Program Report Screen
            • Contents of the Print COVID Paycheck Protection Program Report Screen
            • Subtasks of the Print COVID Paycheck Protection Program Report Screen
              • Excluded Contribution Types
              • Excluded Pay Types
      • Payroll Interfaces
        • Payroll Tax Interface Overview
        • Configure Payroll Tax Export Settings
          • Display
          • Contents
          • Table Information
          • Subtask
            • Tax Service Group IDS
        • Export Payroll Taxes
          • Display
          • Contents
          • File Layout Information
      • Payroll Reports/Inquiries
        • Reports
          • Print Deduction Summary Report
            • Display
            • Contents
            • Table Information
          • Print Deduction/Contribution/Fringe Report
            • Display
            • Contents
            • Table Information
            • Subtask
              • Employee Non-Contiguous Ranges
          • Print Weekly Fringe Stamp Report
            • Display
            • Contents
            • Table Information
        • Inquiries
          • View Bank Information
            • Display
            • Contents
            • Subtasks
              • Pending Bank Accounts Subtask
              • Active Bank Accounts Subtask
          • View Bond Information
            • Display
            • Contents
          • View_Contributions
            • Display
            • Contents
            • Table Information
          • View Deductions
            • Display
            • Contents
            • Table Information
          • View Employee Earnings
            • Display
            • Contents
            • Table Information
            • Tabs of the View Employee Earnings Screen
              • Employee Earnings Tab
              • Employer Accrual Tab
              • Paystub Information Tab
              • Employee Tax Setup Tab
            • Subtasks
              • State Pay Types Subtask
              • Pay Types Subtask
              • State Taxes Subtask
              • Local Taxes Subtask
              • Deductions Subtask
              • Garnishment Details Subtask
              • Contributions Subtask
              • Workers' Comp Subtask
          • View Employee Taxes
            • Display
            • Contents
            • Table Information
            • Subtask
              • Multi State Tax Inquiry Subtask
                • Table Information
              • Local Taxes Subtask
          • View Garnishments
            • Display
            • Contents
            • Table Information
            • Subtask
              • Garnishment Calculation Subtask
              • Support Calculation Subtask
                • Health Insurance Coverage Subtask
                • Table Information
              • Disposable Income Exclusions Subtask
                • Table Information
                • Disposable Income Deduction Exclusions Subtask
                  • Table Information
                • Disposable Income Pay Type Exclusions Subtask
                  • Table Information
          • View Payroll Edit Table
            • Display
            • Contents
            • Table Information
            • Subtasks
              • State Pay Types Subtask
              • Pay Types Subtask
              • State Taxes Subtask
              • Local Taxes Subtask
              • Deductions Subtask
                • Garnishment Detail Subtask
              • Contributions Subtask
              • Workers' Comp Subtask
      • Deductions
        • Manage Deduction Modify Codes
          • Display
          • Contents
          • Table Information
          • Subtask
            • Modify Code Details Subtask
        • Manage Deductions
          • Display
          • Contents
          • Table Information
          • Tabs
            • Details Tab
            • Federal Tab
            • Paid FML Tab
          • Subtasks
            • State Subtask
              • Table Information
            • Local Subtask
              • Table Information
            • Contribution Matching Subtask
              • Table Information
            • Additional Deductions For Contribution Calculation Subtask
            • Account/Vendor/Reference Numbers Subtask
              • Table Information
        • Manage Deduction Schedules
          • Display
          • Contents
          • Table Information
        • Manage Deduction Group Limits
          • Display
          • Contents
          • Table Information
          • Subtask
            • Effective Dates Subtask
              • Deductions Subtask
      • Garnishments
        • Manage Garnishment Recipients
          • Display
          • Contents
          • Table Information
          • Subtask
            • AP Vendor Info Subtask
        • Manage Federal Tax Levy Exemptions
          • Display
          • Contents
          • Table Information
        • Manage Minimum Wage
          • Display
          • Contents
          • Table Information
        • Manage State Support Order Rules
          • Display
          • Contents
          • Table Information
      • Federal Taxes
        • Manage Federal Taxes
          • Display
          • Contents
          • Table Information
          • Subtask
            • FUTA Credit Reduction States Subtask
              • Table Information
        • Manage Federal Tax Tables
          • Display
          • Contents
          • Table Information
        • Manage Advance Earned Income Credit Tables
          • Display
          • Contents
          • Table Information
      • State Taxes
        • Manage State Taxes
          • Display
          • Contents
          • Table Information
          • Subtask
            • Tax ID/Ref NO/Vendor Info Subtask
        • Manage State Tax Override By Taxable Entity
          • Display
          • Contents
          • Table Information
        • Manage State Tax Withholding Adjustments
          • Display
          • Contents
          • Table Information
        • Manage State Standard Deductions
          • Display
          • Contents
          • Table Information
        • Manage State Tax Tables
          • Display
          • Contents
          • Table Information
        • Manage Reciprocal State Taxes
          • Display
          • Contents
          • Table Information
        • Electronic Filing
          • Manage SUTA Tax File Data
            • Display
            • Contents
            • Table Information
            • Subtask of the Manage SUTA Tax File Data Screen
              • Pay Types Excluded in Hours Worked
          • Manage SUTA Quarterly Reporting Data
            • Display
            • Contents
            • Table Information
          • Manage SUTA "WEEKS WORKED" Override
            • Display
            • Contents
            • Table Information
      • Local Taxes
        • Manage Local Taxes
          • Display
          • Contents
          • Table Information
          • Subtask
            • Tax ID / Reference Numbers / Vendor Information Subtask
        • Manage Local Tax Override By Taxable Entity
          • Display
          • Contents
          • Table Information
        • Manage Local Standard Deductions
          • Display
          • Contents
          • Table Information
        • Manage Local Tax Tables
          • Display
          • Contents
          • Table Information
      • Payroll Controls
        • Configure Payroll Settings
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Direct Charge Options Subtask
            • Reference Number Settings Subtask
        • Configure Direct Deposits Settings
          • Display
          • Contents
          • Table Information
          • Tabs
            • ABA File Setup Tab
            • Posting/Advice Information Tab
        • Suspend Direct Deposit ACH File Creation
          • Display
          • Contents
        • Configure Paycheck Settings
          • Display
          • Contents
          • Table Information
        • Manage Pay Type Taxability
          • Display
          • Contents
          • Table Information
          • Subtasks
            • State Subtask
            • Local Subtask
        • Routing Information
          • Manage Bank Routings
            • Display
            • Contents
            • Table Information
          • Print Bank Routing Report
            • Display
            • Contents
            • Table Information
        • Workers' Compensation
          • Configure Workers' Compensation Modify Codes
            • Display
            • Contents
            • Table Information
            • Subtask
              • Workers' Compensation Modify Code Details Subtask
          • Configure Workers' Compensation State Rates
            • Display
            • Contents
            • Table Information
      • Administrative Utilities
        • Purge Audit File Data
          • Display
          • Contents
          • Table Information
      • Related Topics
        • Direct Deposit of Payroll
          • Data Transmission
          • Requirements
          • Summary of Required Steps
          • Periodic Procedures
          • Data Transmission
          • Special Hints
          • Entry Detail Record Format
          • Company/Batch Header Record Format
          • File Header Record Format
          • Company/Batch Control Record Format
          • File Control Record Format
        • Processing the Payroll
          • Step 1: Employee Tables (Costpoint Employee)
          • Step 2: Enter and Edit Timesheets (Costpoint Labor)
          • Step 3: Compute Leave (Costpoint Leave)
          • Step 4: Print Timesheet Edit Reports
          • Step 5: Compute Payroll
          • Step 6: Print and Review Payroll Edit Reports
          • Step 7: Make Changes in the Manage Payroll Records Screen
          • Step 8: Reprint Payroll Edit Report
          • Step 9: Recompute Leave
          • Step 10: Post Labor Distribution
          • Step 11: Post Leave Accrual
          • Step 12: Print Paychecks
          • Step 13: Perform Direct Deposit Procedures
          • Step 14: Print Payroll Journal and Post to G/L
          • Step 15: Close the Pay Period
        • Setting Up Excess Group Life Insurance Deducations
          • Step 1: Add a new Pay Type for Excess Life (Manage Pay Types Screen)
          • Step 2: Set up a Deduction Code for Excess Life
          • Step 3: Update Excess Life Deductions
        • W-2 Processing
          • W-2 Sources
          • Additional Amounts
      • Multi-State Taxes
        • Timesheet Defaults
        • Compute Payroll Calculations
        • Manage Payroll Records Screen
        • Manage Employee Earnings History Screen
        • Inquiry Screens
    • Compensation
      • Performing the Review Process
      • Compensation Plans
        • Manage Compensation Grades
          • Display
          • Contents
          • Table Information
        • Manage Compensation Plans
          • Display
          • Contents
          • Table Information
        • Manage Compensation Plan Defaults
          • Display
          • Contents
          • Table Information
        • Manage Compensation Plans Salary Ranges
          • Display
          • Contents
          • Table Information
          • Subtask
            • Recalculation Subtask
      • Job Titles
        • Manage Summary Job Titles
          • Display
          • Contents
          • Table Information
        • Manage Functional Job Titles
          • Display
          • Contents
          • Table Information
        • Manage Functional Position Descriptions
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Skills Subtask
            • Degrees Subtask
              • Table Information
        • Manage Detail Job Titles
          • Display
          • Contents
          • Table Information
          • Subtask
            • Talent Management Company IDs Subtask
        • Manage Detail Position Descriptions
          • Display
          • Contents
          • Table Information
        • Print Job Title Report
          • Display
          • Contents
        • Print Job Title Position Description Report
          • Display
          • Contents
          • Print a Position Descriptions Report
      • Performance Reviews
        • Manage Performance Ratings
          • Display
          • Contents
          • Table Information
        • Manage Performance Ratings By Plan
          • Display
          • Contents
          • Table Information
        • Manage Performance Ratings by Plan and Grade
          • Display
          • Contents
          • Table Information
        • Print Review Statistics By Manager
          • Display
          • Contents
        • Manage Performance Review Forms
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Employee Evaluation Subtask
            • Employee Development Subtask
            • Evaluator Comments Subtask
            • Employee Comments Subtask
        • Manage Performance Review Form Defaults
          • Display
          • Contents
          • Table Information
        • Print Performance Review Schedule
          • Display
          • Contents
        • Print Send Performance Review Schedule By Manager
          • Display
          • Contents
      • Compensation Budgeting
        • Manage Compensation Budget By Organization
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Plan Budgets Subtask
        • Manage Non-Budgeted Compensation Pay Types
          • Display
          • Contents
          • Table Information
          • Include Pay Type in Compensation Plan Budgets
          • Remove Pay Type from Compensation Plan Budgets
        • Manage Projected Performance Ratings
          • Display
          • Contents
          • Table Information
        • Print Budgeted/Actual Compensation Comparison Report
          • Display
          • Contents
          • Print Budgeted vs Actual Compensation Report
        • Print Increase Pool Report
          • Display
          • Contents
      • Salary Survey
        • Manage Survey Companies
          • Display
          • Contents
          • Table Information
        • Manage Survey Job Title Mappings
          • Display
          • Contents
          • Table Information
        • Manage Survey Region Mappings
          • Display
          • Contents
          • Table Information
        • Import Salary Survey Data
          • Display
          • Contents
          • Table Information
        • Manage Salary Survey Data
          • Display
          • Contents
          • Table Information
        • Print Compensation/Survey Comparison Report
          • Display
          • Contents
      • Compensation Reports
        • Print Compa-Ratio Report
          • Display
          • Contents
        • Print Employee Compensation Plan Report
          • Display
          • Contents
      • Compensation Controls
        • Configure Compensation Settings
          • Display
          • Contents
          • Table Information
    • Personnel
      • Personnel Process Flows
        • Actions Process Flow
        • Security and Company Property Process Flow
        • Positions Requisitions Setup Process Flow
        • Education, Skills And Training Process Flow
        • Work-Related Injuries Illnesses Process Flow
        • Awards Process Flow
        • Medical Drug Testing Process Flow
        • I-9 Process Flow
        • Managers By Human Resources Organizations Process Flow
        • Managers By Organization Process Flow
      • Personnel Information
        • Personnel Actions
          • Manage Required Forms List
            • Display
            • Contents
            • Table Information
          • Manage Personnel Actions
            • Display
            • Contents
            • Table Information
          • Print Required Forms Listing By Personnel Action
            • Display
            • Contents
            • Table Information
      • Security and Company Property
        • Manage Federal Security Codes
          • Display
          • Contents
          • Table Information
        • Manage Internal Security Codes
          • Display
          • Contents
          • Table Information
        • Manage Company Documents
          • Display
          • Contents
          • Table Information
        • Manage Company Property
          • Display
          • Contents
          • Table Information
        • Manage Company Vehicles
          • Display
          • Contents
          • Table Information
      • Position Requisitions
        • Manage Position Requisition Approvers
          • Display
          • Contents
          • Table Information
        • Approve Position Requisitions
          • Display
          • Contents
          • Table Information
      • Work-Related Injuries/Illnesses
        • Manage Anatomy Codes
          • Display
          • Contents
          • Table Information
        • Manage Injury/Illness Codes
          • Display
          • Contents
          • Table Information
        • Manage Accident Processing Steps
          • Display
          • Contents
          • Table Information
        • Manage Workers' Compensation Filing Reasons
          • Display
          • Contents
          • Table Information
        • Manage Accident Information
          • Display
          • Contents
          • Table Information
          • Tabs
            • Employer Info Tab
            • Accident Details Tab
            • Employee Details Tab
            • Workers Compensation Tab
            • Physician/Health Care Tab
          • Subtasks
            • OSHA 300 Subtask
            • OSHA 200 Subtask
        • Print Workers' Compensation Incident Report
          • Display
          • Contents
          • Table Information
        • Manage Accident Case History
          • Display
          • Contents
          • Table Information
        • Print Accident Case History Report
          • Display
          • Contents
          • Table Information
        • Print OSHA Report
          • Display
          • Contents
          • Table Information
        • Print Wage History Report
          • Display
          • Contents
          • Table Information
      • Personnel Controls
        • Configure Personnel Settings
          • Display
          • Contents
          • Table Information
        • Manage Award Codes
          • Display
          • Contents
          • Table Information
          • Set Up and Distribute Awards
        • Manage Drug Test Codes
          • Display
          • Contents
          • Table Information
        • Manage I-9 Codes
          • Display
          • Contents
          • Table Information
        • Manage Managers/HR Reps By HR Organization
          • Display
          • Contents
          • Table Information
        • Manage Managers/HR Reps By Organization
          • Display
          • Contents
          • Table Information
        • Manage Medical Surveillance Codes
          • Display
          • Contents
          • Table Information
    • Affirmative Action
      • Affirmative Action Information
        • Manage Affirmative Action Plans
          • Display
          • Contents
          • Table Information
          • Set Up an Affirmative Action Plan
          • Subtasks
            • Assign Labor Locations Subtask
            • Weighted Percentages Subtask
        • Manage Applicant Data
          • Display
          • Contents
          • Table Information
        • Manage Affirmative Action Census Data
          • Display
          • Contents
          • Table Information
      • Affirmative Action Reports
        • Employee Reports
          • Print Employee Roster
            • Display
            • Contents
          • Print New Hire Analysis Report
            • Display
            • Contents
          • Print Personnel Action Analysis Report
            • Display
            • Contents
            • Subtasks
              • Personnel Actions Non-Contiguous Ranges Subtask
          • Print Promotion Report
            • Display
            • Contents
          • Print Termination Report
            • Display
            • Contents
          • Print Training Report
            • Display
            • Contents
          • Print Transfer Report
            • Display
            • Contents
        • Planning Reports
          • Print Availability/Utilization Report
            • Display
            • Contents
          • Print EEO-1 Report
            • Display
            • Contents
            • Subtasks
              • Non-Contiguous Labor Locations Subtask
            • Print an EEO-1 Report
          • Print Job Category Analysis Report
            • Display
            • Contents
          • Print Lines of Progression Report
            • Display
            • Contents
          • Print Organizational Profile Report
            • Display
            • Contents
          • Print VETS-4212 Report
            • Display
            • Contents
            • Subtasks
              • Non-Contiguous Labor Locations Subtask
          • Print Workforce Analysis Report
            • Display
            • Contents
          • Print Equal Pay Report
            • Display
            • Contents
            • Subtasks
              • Non-Contiguous Labor Locations Subtask
      • Affirmative Action Controls
        • Configure Affirmative Action Settings
          • Display
          • Contents
          • Table Information
        • Manage Functional Job Title Hierarchy
          • Display
          • Contents
          • Table Information
        • Manage Job Categories
          • Display
          • Contents
          • Table Information
    • Deferred Compensation Admin
      • Deferred Compensation Administration Process Flow
      • Deferred Compensation Plan Controls
        • Manage Deferred Compensation Plans
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Plan Tax Information Subtask
        • Manage Deferred Compensation Deductions
          • Display
          • Contents
          • Table Information
      • Related Topics
        • Setting Up Deferred Compensation
          • Step 1 Create the Payroll Deduction Code
          • Step 2 Enter Payroll Deductions
          • Step 3 Enter Payroll Contributions
          • Step 4 Enter Plan Settings (HR Core)
          • Step 5 Enter Plan Tax Information (HR Core)
          • Step 6 Enter Deduction Code Assignment (HR Core)
          • Mass Update Utilities
    • Benefits
      • Benefits Process Flow
      • Benefit Entry and Creation
        • Manage Benefit Plans
          • Display
          • Contents
          • Table Information
          • Tabs
            • Benefit Plan Details Tab
            • Eligibility Rules Tab
            • Enrollment/Coverage Rules Tab
            • EOI Rules Tab
          • Subtasks
            • Coverage Detail Subtask
            • Coverage Options Subtask
              • Coverage Option Details Subtask
                • Assign Dependents to Benefit Plans
                  • Display
                  • Contents
                  • Table Information
            • Valid Postal Codes Subtask
            • Valid States Subtask
        • Manage Benefit Packages
          • Display
          • Contents
          • Table Information
        • Manage Benefit Package Defaults
          • Display
          • Contents
          • Table Information
        • Manage Dependent Care FSA Plan Year
          • Display
          • Contents
          • Table Information
        • Manage Medical Care FSA Plan Year
          • Display
          • Contents
          • Table Information
        • Manage HSA Plan Year
          • Display
          • Contents
          • Table Information
      • Benefit Reports
        • Print Census Report
          • Display
          • Contents
        • Print Coverage Report
          • Display
          • Contents
        • Print Employee FSA Report
          • Display
          • Contents
        • Print Life Insurance Beneficiaries Report
          • Display
          • Contents
        • Print Medical Dependents Report
          • Display
          • Contents
      • Benefit Controls
        • Configure Benefit Settings
          • Display
          • Contents
          • Table Information
        • Manage Benefit Providers
          • Display
          • Contents
          • Table Information
          • Subtask
            • Contacts Information Subtask
        • Manage Benefit Types
          • Display
          • Contents
          • Table Information
        • Manage Coverage Options
          • Display
          • Contents
          • Table Information
        • Manage System Benefit Types
          • Display
          • Contents
          • Table Information for the Manage System Benefit Types Screen
        • Premium and Coverage Tables
          • Manage Coverage Amounts By Age
            • Display
            • Contents
            • Table Information
          • Manage Coverage Amounts By Salary
            • Display
            • Contents
            • Table Information
          • Manage Premium Rates By Age
            • Display
            • Contents
            • Table Information
          • Manage Premiums By Salary
            • Display
            • Contents
            • Table Information
      • Affordable Care Act
        • Affordable Care Act Overview
          • General Reporting Method Requirements
          • Employer Impact
          • Required Forms
          • Setting Up Affordable Care Act Data
            • Set Up Affordable Care Act Data
          • Generating Affordable Care Act Reports
            • Generate Affordable Care Act Reports
        • Manage Benefit Years By Taxable Entity
          • Display
          • Contents
          • Table Information
          • Subtask
            • Full-Time Equivalent Measurement Rules Subtask
        • Manage Full-Time Equivalent Eligibility
          • Display
          • Contents
          • Table Information
        • Analyze Full-Time Equivalent Eligibility
          • Display
          • Contents
          • Subtasks
            • Taxable Entity Non-Contiguous Ranges Subtask
            • Employee Non-Contiguous Ranges Subtask
        • Store Employee Benefit Options Offered
          • Display
          • Contents
          • Subtasks
            • Employee Non-Contiguous Ranges Subtask
            • Taxable Entity Non-Contiguous Ranges Subtask
        • Manage Employee Benefit Options Offered
          • Display
          • Contents
          • Table Information
        • Create 1094-C and 1095-C Data
          • Display
          • Contents
          • Generate 1094-C and 1095-C Data
          • Subtasks
            • Other Taxable Entities (Other Ale Members) Subtask
            • Employee Non-Contiguous Ranges Subtask
        • Manage 1094-C Data
          • Display
          • Contents
          • Table Information
          • Subtask
            • Part IV Other ALE Members of Aggregated ALE Group Subtask
        • Manage 1095-C Data
          • Display
          • Contents
          • Table Information
          • Subtask
            • Part III Covered Individuals Subtask
        • Create 1094-C and 1095-C Electronic File
          • Display
          • Contents
          • Create the 1094-C and 1095-C Electronic File
          • Subtasks
            • 1095-C Test Scenario IDs
            • Employee Non-Contiguous Ranges Subtask
        • Print 1094-Cs
          • Display
          • Contents
          • Print 1094-C Report
          • Subtask
            • Taxable Entity Non-Contiguous Ranges Subtask
          • Print 1094C Forms with Data on Plain Paper
        • Print 1095-Cs
          • Display
          • Contents
          • Print 1095-Cs Report
          • Subtasks
            • Employee Name Non-Contiguous Ranges Subtask
            • Employee Non-Contiguous Ranges Subtask
            • Social Security Number Non-Contiguous Ranges Subtask
            • Organizational Non-Contiguous Ranges Subtask
            • Mailing Address State Non-Contiguous Ranges Subtask
            • Mailing Address Postal Code Non-Contiguous Ranges Subtask
            • Locator Code Non-Contiguous Ranges Subtask
            • Taxable Entity Non-Contiguous Ranges Subtask
          • Print 1095C Forms Data on Blank Stock or Plain Paper
    • Employee Self Service
      • Company
        • Company Directory
          • Display
          • Contents
        • Company Links
          • Display
          • Contents
      • Personal
        • Employee Personal Info
          • Display
          • Contents
          • Subtasks
            • Degrees Subtask
            • Courses Subtask
            • Skills Subtask
            • Training Subtask
            • Professional Organizations Subtask
        • Address/Phone
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Add/Change Other Addresses Subtask
            • Instructions Subtask
        • Emergency Contacts
          • Display
          • Contents
          • Table Information
        • Employee Vaccinations Screen
          • Display
          • Contents
          • Table Information for the Employee Vaccinations Screen
          • Subtasks of the Employee Vaccinations Screen
            • Attachments Subtask
            • Instructions Subtask
      • Payroll and Benefits
        • View
          • Payroll Checks
            • Display
            • Contents
            • Subtasks
              • Hourly Rates Subtask
              • Options Subtask
          • Expense Checks
            • Display
            • Contents
            • Subtasks
              • Checks Subtask
                • Print Expense Checks Subtask
              • Options Subtask
          • Leave Status
            • Display
            • Contents
          • W-2s
            • Display
            • Contents
            • Subtasks
              • Instructions Subtask
          • Total Comp/Benefits Statement
            • Display
            • Contents
            • Subtask
              • Estimated Leave Benefits (Not added to Total Comp Summary)
              • Instructions Subtask
        • Manage
          • Direct Deposit
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Current Accounts Subtask
              • Instructions Subtask
          • State Withholding
            • Display
            • Contents
            • Table Information
            • Subtask
              • Other Withholding State(s) Subtask
              • Instructions Subtask
          • Federal Withholding
            • Display
            • Contents
            • Table Information
            • Tabs
              • Step 1 Tab
              • Step 2 Tab
              • Step 3 Tab
              • Step 4 Tab
              • Step 5-Signature Tab
              • Multiple Jobs/Deductions Worksheet Tab
              • Deductions Worksheet Tab
            • Subtask
              • 2019 W-4 Subtask
                • Federal Withholding (2019 W-4) Tab
                • Allowances Worksheet (2019 W-4) Tab
        • Benefits
          • Life Events/New Hires
            • Display
            • Contents
            • Table Information
            • Tabs
              • Instructions Tab
              • Address/Phone
                • Display
                • Contents
                • Table Information
                • Subtasks
                  • Add/Change Other Addresses Subtask
                  • Instructions Subtask
              • Emergency Contacts
                • Display
                • Contents
                • Table Information
              • Federal Withholding
                • Display
                • Contents
                • Table Information
                • Tabs
                  • Step 1 Tab
                  • Step 2 Tab
                  • Step 3 Tab
                  • Step 4 Tab
                  • Step 5-Signature Tab
                  • Multiple Jobs/Deductions Worksheet Tab
                  • Deductions Worksheet Tab
                • Subtask
                  • 2019 W-4 Subtask
                    • Federal Withholding (2019 W-4) Tab
                    • Allowances Worksheet (2019 W-4) Tab
              • State Withholding
                • Display
                • Contents
                • Table Information
                • Subtask
                  • Other Withholding State(s) Subtask
                  • Instructions Subtask
              • Direct Deposit
                • Display
                • Contents
                • Table Information
                • Subtasks
                  • Replacement Accounts Subtask
                  • Current Accounts Subtask
                  • Instructions Subtask
              • Dependents and Beneficiaries Tab
                • Subtasks
                  • Current Benefits Subtask
                  • Life Event Elections Subtask
              • Medical Insurance Tab
                • Subtasks
                  • Select Dependents for Coverage Subtask
                  • Select New Coverage Level Subtask
                  • Medical Plan Copay Subtask
              • Dental Insurance Tab
                • Subtasks
                  • Select Dependents for Coverage Subtask
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Vision Insurance Tab
                • Subtask
                  • Select Dependents for Coverage Subtask
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Employee Life Insurance Tab
                • Subtask
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Accidental Death & Dismemberment Tab
                • Subtask
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Long Term Disability Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Short Term Disability Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Supplemental Life Insurance Tab
                • Subtask
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Supplemental AD&D Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Dependent Life Insurance Tab
                • Subtasks
                  • Select Dependents for Coverage Subtask
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Spouse Life Insurance Tab
                • Subtasks
                  • Select Spouse for Coverage Subtask
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Spouse AD&D Insurance Tab
                • Subtask
                  • Select New Coverage Level Subtask
                  • Select Spouse for Coverage Subtask
                  • Instructions Subtask
              • Critical Illness Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Hospital Indemnity
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Long Term Care Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Employee Assistance
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • Personal Accident Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Legal Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • ID Theft Protection Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • Travel Insurance Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Pet Insurance Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Other Tabs
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Other Benefits Tab
                • Subtasks
                  • Select Plan Subtask
                    • Other Benefits Select Coverage Option Subtask
                      • Other Benefits Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • Medical FSA Tab
                • Tabs
                  • Medical FSA Tab
                  • FSA Worksheet Tab
                • Subtask
                  • Instructions Subtask
              • Dependent FSA Tab
                • Tabs
                  • Dependent Care FSA Tab
                  • FSA Worksheet Tab
                • Subtask
                  • Instructions Subtask
              • Health Savings Account
                • Subtask
                  • Instructions Subtask
              • Summary Tab
                • Subtask
                  • Instructions Subtask
          • Benefits Enrollment
            • Display
            • Contents
            • Table Information
            • Tabs
              • Instructions Tab
              • Current Elections Tab
                • Subtask
                  • Instructions Subtask
              • Dependents and Beneficiaries Tab
                • Subtasks
                  • Current Benefits Subtask
                  • Benefit Enrollment Elections Subtask
                  • Instructions Subtask
              • Medical Insurance Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Medical Plan Copay Subtask
                  • Instructions Subtask
              • Dental Insurance Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • Vision Insurance Tab
                • Subtask
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • Employee Life Insurance Tab
                • Subtask
                  • Select New Coverage Level Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Accidental Death & Dismemberment Tab
                • Subtask
                  • Select New Coverage Level Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Long Term Disability Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Short Term Disability Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Supplemental Life Insurance Tab
                • Subtask
                  • Select New Coverage Level Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Supplemental AD&D Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Dependent Life Insurance Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • Spouse Life Insurance Tab
                • Subtasks
                  • Select New Coverage Level Subtask
                  • Select Spouse for Coverage Subtask
                  • Instructions Subtask
              • Spouse AD&D Insurance Tab
                • Subtask
                  • Select Spouse for Coverage Subtask
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Critical Illness Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Hospital Indemnity
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Long Term Care Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Instructions Subtask
              • Employee Assistance
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • Personal Accident Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Legal Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • ID Theft Protection Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • Travel Insurance Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Pet Insurance Tab
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Other Tabs
                • Benefit Plan Subtasks
                  • Select New Coverage Level Subtask
                  • Select Dependents for Coverage Subtask
                  • Benefit Plans-Current Beneficiaries Subtask
                  • Select New Beneficiaries for Benefit Plans Subtask
                  • Instructions Subtask
              • Other Benefits Tab
                • Subtasks
                  • Select Plan Subtask
                    • Other Benefits Select Coverage Option Subtask
                      • Other Benefits Select Dependents for Coverage Subtask
                  • Instructions Subtask
              • Medical FSA Tab
                • Tabs
                  • Medical FSA Tab
                  • FSA Worksheet Tab
                • Subtask
                  • Instructions Subtask
              • Dependent FSA Tab
                • Tabs
                  • Dependent Care FSA Tab
                  • FSA Worksheet Tab
                • Subtask
                  • Instructions Subtask
              • Health Savings Account
                • Subtask
                  • Instructions Subtask
              • Summary Tab
                • Subtask
                  • Instructions Subtask
          • Retirement Benefits
            • Display
            • Contents
            • Table Information
          • Dependents/Beneficiaries
            • Display
            • Contents
            • Table Information
          • Designate Beneficiaries
            • Display
            • Contents
            • Table Information
      • Benefit Activation
        • Life Events
          • Approve Life Events
            • Display
            • Contents
            • Table Information
          • Manage Life Event User Flow Status
            • Display
            • Contents
            • Table Information
          • Manage Life Event Elections
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Dependent FSA Election Subtask
              • Medical FSA Election Subtask
              • HSA Election Subtask
              • Edit Dependent Elections Subtask
        • Open Enrollment
          • Manage Open Enrollment Elections
            • Display
            • Contents
            • Table Information
            • Subtasks
              • Dependent FSA Election Subtask
              • Medical FSA Election Subtask
              • HSA Election
              • Edit Dependent Elections Subtask
          • Approve Open Enrollment Elections by Plan
            • Display
            • Contents
            • Table Information
            • Subtask
              • Approve Dependent Elections Subtask
        • Process Life Events/Open Enrollment
          • Update Benefit Option/Election Tables
            • Display
            • Contents
            • Table Information
          • Activate Pending ESS Benefit Elections
            • Display
            • Contents
            • Subtask
              • Employee Non-Contiguous Ranges Subtask
        • Retirement
          • Manage Retirement Elections
            • Display
            • Contents
            • Table Information
          • Activate Retirement Changes
            • Display
            • Contents
      • Self Service Controls
        • Configure Global Settings
          • Display
          • Contents
          • Table Information
          • Give ESS Administrator Rights for a User
        • Configure Self Service Settings
          • Display
          • Contents
          • Table Information
          • Tabs
            • General Options Tab
            • Workflow Options Tab
          • Subtask
            • Application Options Subtask
            • Life Events Subtask
        • Manage Taxable Entity Settings
          • Display
          • Contents
          • Table Information
          • Subtasks
            • Severance Pay Types Subtask
            • Deferred Compensation Subtask
        • Configure Life Events
          • Display
          • Contents
          • Table Information
        • Configure State Tax Settings
          • Display
          • Contents
          • Table Information
        • Manage Custom Text
          • Display
          • Contents
          • Table Information
        • Manage Taxable Entity Links
          • Display
          • Contents
      • Self Service Utilities
        • Self Service Status
          • Display
          • Contents
        • Delete Expired Tasks
          • Display
          • Contents
          • Table Information
        • Purge Data
          • Display
          • Contents
          • Table Information
    • Team Management
      • Costpoint Team Management Screens
      • My Team
        • Overview
          • Team Details
            • Display
            • Contents
            • Tabs
              • Overview Tab
              • Current Salary Information Tab
                • Subtask
                  • Salary History Subtask
          • Leave
            • Display
            • Contents
            • Subtask
              • Leave Subtask
          • Knowledge
            • Display
            • Contents
            • Subtasks
              • Skills Subtask
              • Degrees Subtask
              • Courses Subtask
              • Training Subtask
              • Professional Organizations Subtask
          • Company Property
            • Display
            • Contents
            • Subtask
              • Company Property Subtask
        • Security
          • Employee Security
            • Display
            • Contents
          • Citizenship
            • Display
            • Contents
            • Subtask
              • Citizenship Subtask
        • Contact Information
          • Phone/Email
            • Display
            • Contents
            • Subtask
              • Phone Numbers Subtask
          • Emergency Contacts
            • Display
            • Contents
          • Address
            • Display
            • Contents
            • Subtask
              • Other Addresses Subtask
        • Human Resources
          • Life Events
            • Display
            • Contents
            • Subtask
              • Life Events Subtask
          • Total Compensation and Benefits
            • Display
            • Contents
            • Subtasks
              • Benefit Elections Summary Subtask
              • Total Compensation Summary Subtask
              • Estimated Leave Benefits (Not added to Total Comp Summary)
        • Reports
          • Team Information Report
            • Display
            • Contents
            • Subtask
              • Employee Non-Contiguous Ranges Subtask
      • Change Processing
        • Manage Change Requests
          • Display
          • Contents
          • Table Information
        • Activate Pending Change Requests
          • Display
          • Contents
          • Subtask
            • Employee Non-Contiguous Ranges Subtask
      • Team Management Controls
        • Configure Team Management Settings
          • Display
          • Contents
          • Table Information
          • Subtask
            • Change Options Subtask
  • Deltek Time & Expense
    • UDT Names
    • Time
      • Timesheets
        • Work Schedule
          • Work Schedule Screen
            • Location
            • Contents
          • Leave Requirements
          • Properties Overview
          • Work Schedule Subtasks
            • Leave Balances Subtask
            • Leave Requests Subtask
            • Edit Daily Schedule Subtask
              • Location
              • Contents
            • Edit Day Subtask
              • Location
              • Contents
          • Work Schedule Tasks
            • Request Leave
            • Cancel Requested Leave
            • Edit Daily Schedule Subtask
            • Modify Date Properties
        • Resource Work Schedules
          • Screen Fields
            • Location
            • Contents
          • Resource Schedule Subtasks
            • Resource Schedule Edit Day Subtask
            • Leave Balances Subtask
          • Resource Work Schedules Tasks
            • Manage Employee Leave Requests
            • Edit Date Properties
            • Schedule Leave
        • Timesheet
          • Display the Timesheet Screen
          • Sections of the Timesheet Screen
            • Header
            • Timesheet Subtasks
              • Leave Dialog Box
                • Location
                • Contents
              • Revision Audit Subtask (View Revisions)
                • Location
                • Contents
              • Time In/Out Subtask
                • Location
                • Contents
              • Start Stop Times Subtask
                • Location
                • Contents
              • Overtime Distribution Subtask
              • Charge Tree Lookup Dialog Box
                • Location
                • Contents
            • Timesheet Hours Entry Table
          • Validations
          • Timesheet Tasks
            • Fill Out a Timesheet
            • Correct a Processed Timesheet
            • Audit Revisions
            • Automatically Load Favorites
            • Look Up a Charge Code
            • Review Leave Accruals and Balances
            • Add a Favorite Charge
        • Approve Timesheet Charges
          • Display the Approve Timesheet Charges Screen
          • Screen Fields
          • Charge Line Details Table
        • Manage/Approve Timesheets
          • Location
          • Contents
      • Timesheet Reports/Inquiries
        • Daily Floor Check
          • Display the Daily Floor Check Screen
          • Screen Fields
          • Report Results
        • Timesheet Status
          • Display the Timesheet Status Screen
          • Screen Fields
          • Report Results
        • Timesheet Correction Status
          • Location
          • Contents
        • Resource Activity
          • Display the Resource Activity Screen
          • Screen Fields
        • Charge Activity
          • Display the Charge Activity Screen
          • Screen Fields
        • Resource Utilization
          • Display the Resource Utilization Screen
          • How Hours Are Gathered
          • Screen Fields
        • Timesheets By Charge
          • Timesheets by Charge
          • Contents
        • Billing Backup
          • Location
          • Contents
        • Interim Timesheets
          • Display the Interim Timesheets Screen
          • Screen Fields
      • Timesheet Interfaces
        • Export Timesheets
          • Export Timesheets Screen
            • Location
            • Contents
          • Process Timesheets
          • Export Timesheets
      • Time Controls
        • Time Settings
          • Display the Time Settings Screen
          • Export Options Tab
          • Miscellaneous Tab
          • UDT Options Subtask
          • Signature/Approval Text Subtask
          • Revision Explanations Subtask
        • Utilization Categories
          • Location
          • Contents
        • Leave Types
          • Display the Leave Types Screen
          • Screen Fields
          • UDT01 Links Subtask
          • Leave Types UDT02 Subtask
          • Leave Types UDT10 Subtask
        • Company Work Schedules
          • Location
          • Contents
        • Timesheet Schedules
          • Screen Fields
            • Location
            • Contents
          • Timesheet Schedules Dialog Boxes
            • Create Year Dialog Box
              • Location
              • Contents
        • Timesheet Classes
          • Display the Timesheet Classes Screen
          • Configure Custom Dialog
          • Basic Information Tab
          • UDT Options Subtask
          • Regular Hours Rules Tab
          • Overtime Hours Rules Tab
          • Notes Tab
          • UDT10CS Links Subtask
          • Leave Subtask
          • Notification Subtask
        • Wage Schedules
          • Screen Fields
            • Location
            • Contents
        • Workflow Events
          • Display the Workflow Events Screen
          • Screen Fields
          • Employee Notifications Subtask
          • Other Notifications Subtask
        • Interim Charges
          • Location
          • Contents
      • Time Utilities
        • Mass Correct Timesheets
          • Mass Correct Timesheets Screen
            • Location
            • Contents
          • What Happens When You Run the Mass Correct Timesheets Utility
          • Correct Multiple Timesheets
        • Generate Timesheets
          • Generate Timesheets Screen
            • Location
            • Contents
          • Generate Timesheet Tasks
            • Generate Timesheets
          • Guidelines
        • Change Timesheet Status
          • Location
          • Contents
        • Rebuild Leave Taken
          • Location
          • Contents
        • Clear Timesheets
          • Location
          • Contents
        • Transfer Timesheets
          • Timesheet Transfer Screen
            • Location
            • Contents
          • JD Edwards Data Mapping Table
      • Concepts
        • ADP Interface
          • Overview
          • Export Format
          • ADP Interface Tasks
            • Set Up Employee Information
            • Set Up Timesheet Classes
            • Set Up Pay Type (UDT10)
        • Hour Proration
          • Hour Proration Overview
          • Screens Affected by Hour Proration
          • Rounding of Prorated Hours
          • Hour Proration Tasks
            • Set Up Hours Proration
        • Labor Costing
          • Labor Costing Overview
          • Rate Calculations
          • Rate Override
          • User-Defined Rate 1
          • User-Defined Rate 2
          • Labor Costing Tasks
            • Labor Cost Rate Setup
        • Line Sorting and Column Resizing
          • Sorting Lines on Timesheets
          • Resize Columns on Timesheets
        • Off-Line Timesheets
          • Off-Line Timesheet Overview
          • Off-Line Timesheets Tasks
            • Create an Offline Timesheet
            • Complete an Off-Line Timesheet
            • Merge an Off-Line Timesheet
            • Set Up Off-Line Timesheets
        • Time Zones
          • Time Zone Overview
          • Time Zone Tasks
            • Set Up the Server Time Zone
            • Set Up a User Time Zone
        • Timesheet Corrections
          • Timesheet Corrections Overview
          • Timesheet Corrections Example
          • Export Timesheet Corrections
    • Expense
      • Expense Authorizations
        • Expense Authorization
          • The Expense Authorization Form
            • Display the Expense Authorization Form
            • Basic Information
              • Expense Authorization Form Header
              • Details Tab
              • Locations Tab
              • Default Charges Tab
              • Attachments Tab
                • Attachments Tab
              • Advance Tab (Subtask)
            • Subtasks
              • Blanket Subtask
              • Charge Distribution Subtask
              • Charge Favorites Subtask
            • Expenses Tab
              • Planned Expenses Screen
                • Contents
              • Charge Allocation Tab
              • Details Tab
        • Approve Expense Authorizations
          • Location
          • Contents
        • Print Expense Authorizations
          • Location
          • Contents
      • Expense Reports
        • Expense Report
          • The Expense Report Form
            • Display Expense Reports
            • Basic Information
              • Expense Report Header Details
              • Details Tab
              • Locations Tab
              • Advances Tab (Subtask)
              • Default Charges Tab
            • Subtask Links
              • Supporting Schedules Subtasks
                • Other Supporting Schedules
                • Charge Distribution Subtask
                • Receipt Status Subtask
                • Voucher Distribution Subtask
                • Voucher Distribution Subtask
              • Category View Subtask
              • Date View Subtask
              • Charge Favorites Subtask
            • Expenses Section
              • Expenses Tabs
                • Expenses Basic Information
                • Expense Details Tab
                  • Outstanding Expenses
                  • Air/Rail Details Tab
                  • Car Rental Details
                  • Lodging Details Tab
                    • Other Lodging Expenses Tab
                    • Room Rates Tab
                  • Meals Details Tab
                    • Entertainment Details
                  • Miscellaneous Details Tab
                • Amount Tab
                  • Amount Dialog Boxes
                    • Ceiling Adjustment Explanation Dialog Box
                      • Contents
                • Taxes Tab
              • Claimed Expenses Subtasks
                • Charge Allocations Subtasks
                • Charge Allocations UDTs
          • Expense Report Concepts
            • Corrected Expense Reports
            • Expense Report Correction Restrictions
            • Fields Disabled During Correction of Expense Reports
            • Advances
        • Approve Expense Reports
          • Location
          • Contents
        • Print Expense Report
          • Location
          • Contents
        • My Outstanding Expenses
          • Display My Outstanding Expenses
          • Screen Fields
          • My Outstanding Attachments Subtask
          • Lodging Details Subtask
          • Process Overview
      • Expense Reports/Inquiries
        • Outstanding Aging
          • Display the Outstanding Aging Screen
          • Screen Fields
          • Report Results
        • Expense Authorization Status
          • Display the Expense Authorization Status Screen
          • Screen Fields
          • Report Results
        • Expense Report Status
          • Display the Expense Report Status Screen
          • Screen Fields
          • Report Results
        • Commitments Inquiry
          • Display the View Commitments Inquiry Screen
          • Screen Fields
          • Commitments Inquiry Screen Results Table
        • Print Commitments
          • Print Commitments Display the Screen
          • Print Commitments Screen
          • Report Results
        • Attachment Download
          • Location
          • Contents
      • Batch Expenses
        • Expense Batch Types
          • Display the Expense Batch Types Screen
          • Overview of the Batch Types Feature
          • Basic Information Tab
          • Import Options Tab
          • Ghost Cards tab
          • Filters Subtask
          • Transaction Type Filter Subtask
          • Wizard Type Identification Subtask
          • Ghost Card Identification Values Subtask
          • Generic Layout Details
          • American Express (Amex) Record Mappings
            • Amex Record 0 Mapping
            • Amex Record 1 Common Mapping
            • Amex Record 1 Car Rental Mapping
            • Amex Record 1 Hotel Mapping
            • Amex Record 1 Telephone Mapping
            • Amex Record 1 Airline Mapping
            • Amex Record 1 Retail Mapping
            • Amex Record 1 Restaurant Mapping
            • Amex Record 1 Rail Mapping
            • Amex Record 1 Mail Order Mapping
            • Amex Record 1 Insurance Mapping
            • Amex Record 1 Oil Mapping
            • Amex Record 1 Event Mapping
        • Batch Expenses
          • Display the Batch Expense Screen
          • Screen Fields
          • Maintain Imported Expenses Subtasks
            • Import Expenses Subtask
              • Location
              • Contents
            • Import Errors Subtask
              • Contents
            • Import Results Subtask
              • Contents
          • Batch Expense Table
            • General Tab
            • Amounts Tab
            • Details Tab
      • Expense Interfaces
        • Export ERs / Advances
          • Export ERs / Advances Screen
            • Location
            • Contents
          • Export Transformer
        • Export Commitments
          • Export Commitments Screen
          • Contents
        • Compute Commitments
          • Compute Commitments Screen
          • Contents
      • Expense Controls
        • Expense Settings
          • Display the Expense Settings Screen
          • UDT Options Subtask
          • Aging Options Subtask
          • Signature/Approval Text Subtask
          • Export Options Tab
          • Miscellaneous Tab
        • Currencies
          • Location
          • Contents
        • M&IE Breakdown
          • Location
          • Contents
        • Providers
          • Display the Providers Screen
          • Screen Fields
          • Visa Supplier Names Subtask
        • Expense Charge Types
          • Location
          • Contents
        • Pay Methods
          • Display the Pay Methods Screen
          • Basic Information Tab
          • Charge Defaults Tab
        • Currency Schedules
          • Display the Currency Schedules Screen
          • Screen Fields
          • Exchange Rates Table Window
        • Per Diem Schedules
          • Display the Per Diem Schedules Screen
          • Screen Fields
          • Schedule Table
        • Tax Schedules
          • Display the Tax Schedules Screen
          • Usage of the Tax Schedules Screen
          • Basic Information Tab
          • Tax Schedule Rates Screen
          • Charge Defaults Tab
          • Tax Schedules Labels Table Window
        • Expense Types
          • Display the Expense Types Screen
          • Overview of Expense Types
          • Multiple Day Ceiling Calculation of Meals
          • Basic Information Tab
          • Input Options -Required Fields Tab
          • User-Defined Labels & Text Subtask
          • Tasks Subtask
          • Rates/Ceilings Subtask
          • Charge Types Subtask
          • User-Defined Field 1 Values Subtask
          • User-Defined Field Values 2 Subtask
          • User-Defined Field 3 Values Subtask
          • Other Lodging Subtask
          • Providers Subtask
          • Pay Methods Subtask
          • Custom Text Subtask
        • Expense Report Types
          • Display the Expense Report Types Screen
          • Screen Fields
          • Exp Rpt Types UD Values Labels Subtask
          • Categories Subtask
          • Expense Types Subtask
          • Expense Report Tasks Subtask
          • Expense Authorization Tasks Subtask
          • Expense Authorization Advance Tasks Subtask
          • User-Defined Field 1 Values Subtask
          • User-Defined Field Values 2 Subtask
          • User-Defined Field 3 Values Subtask
          • Custom Text Subtask
        • Expense Classes
          • Display the Expense Classes Screen
          • Basic Information Tab
          • Workflow Notifications Tab
          • Expense Report Types Subtasks
          • Pay Methods Subtask
      • Expense Utilities
        • Clear Expense Reports
          • Location
          • Contents
        • Clear Expense Authorizations
          • Location
          • Contents
        • Maintain Expenses
          • Display the Maintain Expenses Screen
          • Basic Information Tab
          • Additional Details Tab
        • Maintain Advances
          • Location
          • Contents
        • Maintain Payments
          • Location
          • Contents
        • Change Expense Report/Advance Status
          • Display the Change ER/Advance Status Screen
          • Criteria and Group Criteria Sections
          • Results Table
        • Bar Code Processor
          • Location
          • Contents
        • Expense Report Convert Attachment
          • Expense Report Convert Attachment
          • Expense Report Convert Attachment
      • Concepts
        • Charge Level Security
          • Charge Level Security Overview
          • Charge Level Security Tasks
            • Set Up Charge Level Security
            • Modify Charges
        • Costpoint Multicompany
          • Costpoint Multicompany Overview
          • Costpoint Multicompany Tasks
            • Set Up Costpoint Multicompany
        • Delegation
          • Delegation Feature Overview
          • Delegation Configuration Checklist
          • Delegation Example
          • Delegation Tasks
            • Configure Delegation Settings
            • Setup and Maintain Delegation Settings
        • Employee Level Security
          • Employee Level Security Overview
          • Employee Level Security Tasks
            • Setup Employee Level Security
            • Modify Employee Groups
        • Line Level Approval
          • Line Level Approval Overview
          • Expense Report Approval and Line Level Approval Comparison
          • Line Level Approval Example
          • Line Level Approval Tasks
            • Set Up Line Level Approval
        • Per Diems
          • Per Diems Overview
          • Per Diem Methods
          • Per Diem Schedules
          • Per Diem Schedule Options
          • Per Diem Schedule Contents
          • Maintain Per Diem Schedules
          • Per Diem Tasks
            • Download Per Diem Files
            • Implement Per Diems
            • Create and Update Per Diem Schedules
        • Second-Tier Ceilings
          • Second Tier Ceilings Overview
          • Second-Tier Ceilings Tasks
            • Set Up Second-Tier Ceilings
    • Configuration
      • General Controls
        • General Settings
          • Display the General Settings Screen
          • Configure UDT Options for a Locale
          • General Options Tab
          • UDT Options Tab
          • Miscellaneous Tab
          • Integration Setting Tab
          • UDT Labels Subtask
          • User-Defined Field Labels Subtask
          • Attachments Subtask
        • Account Types
          • Location
          • Contents
        • Resource Group Types
          • Location
          • Contents
        • Email Text
          • Location
          • Contents
      • Resources
        • Resource Information
          • Display the Resource Information Screen
          • Screen Fields
          • Access Subtask
          • Miscellaneous Subtask
          • History Subtask
          • Leave Subtask
          • Group Membership Subtask
          • Defaults Subtask
          • Pay Methods Subtask
        • Resource Groups
          • Display the Resource Groups Screen
          • Basic Information Screen Fields
          • Employees Subtask
          • Supervisors Subtask
          • Charge Trees/Branches Subtask
        • Security Roles
          • Location
          • Contents
        • Functional Roles
          • Display the Functional Roles Screen
          • Basic Information Tab
          • Timesheet Rights Tab
          • Expense Rights Tab
        • Profile
          • Display the Profile Screen
          • Screen Fields
        • MyDesktop
          • Location
          • Contents Desktop Screen
        • Resource Licenses
          • Display the Resource Licenses Screen
          • Screen Fields
      • Master Data
        • Charge Trees
          • Display the Charge Trees Screen
          • Overview of Charge Trees
          • Charge Trees Subtasks
            • Add Charge Tree Subtask
              • Location
              • Contents
            • Add Charge Branch Subtask
              • Location
              • Contents
            • Add Charge Code Subtask
              • Location
              • Contents
            • Update Charge Tree Subtask
              • Location
              • Contents
            • Update Charge Branch Subtask
              • Location
              • Contents
            • Update Charge Code Subtask
              • Location
              • Contents
            • Tree Restrictions Subtask
            • Branch Restrictions Subtask
            • Charge Restrictions Subtask
        • UDT01S
          • Display the UDT01S Screen
          • Screen Fields
          • Supervisors Subtask
          • UDT02 Direct Links and Wildcard Links Subtasks
          • UDT07 Direct and Wildcard Links Subtasks
          • UDT09 Direct and Wildcard Links Subtasks
        • UDT02S
          • Display the UDT02S Screen
          • Screen Fields
          • Supervisors Subtask
          • UDT01 Direct Links and Wildcard Links Subtasks
          • UDT07 Direct and Wildcard Links Subtasks
          • UDT09 Direct and Wildcard Links Subtasks
        • UDT03S
          • Display the UDT03S Screen
          • Screen Fields
          • UDT09 Direct and Wildcard Links Subtasks
        • UDT04S
          • Location
          • Contents
        • UDT05S
          • Location
          • Contents
        • UDT06S
          • Location
          • Contents
        • UDT07S
          • Display the UDT07S Screen
          • Screen Fields
          • UDT01S Direct and Wildcard Links Subtasks
          • UDT02 Direct and Wildcard Links Subtask
        • UDT08S
          • Location
          • Contents
        • UDT09S
          • Display the UDT09S Screen
          • Screen Fields
          • UDT01 Links Tab of the UDT09 Screen
          • UDT02 Links Tab of the UDT09 Screen
          • UDT03 Links Tab of the UDT09 Screen
        • UDT10S
          • Location
          • Contents
        • UDT11S
          • Location
          • Contents
        • UDT12S
          • Location
          • Contents
        • UDT13S
          • Location
          • Contents
        • UDT14S
          • Location
          • Contents
        • UDT15S
          • Location
          • Contents
      • Interfaces
        • Import Master Data
          • Display the Import Master Data Screen
          • Screen Fields
        • Master Data Import History
          • Master Data Import History
          • Contents
      • Configuration Utilities
        • CP/TE Diagnostics Toolkit
          • CP/TE Diagnostics Toolkit
          • CP/TE Diagnostics Toolkit
  • Reports & Analytics
    • Welcome to Costpoint Business Intelligence
      • Introducing Costpoint Business Intelligence 8.0
      • If You Need Assistance
        • Customer Services
        • Deltek Support Center Site
          • Access Deltek Support Center
      • Costpoint BI 8.0 User Interface Overview
        • Toolbars and Menu
      • Overview
        • Before You Begin
        • About This Guide
        • Reports Included in this Release
        • Alerts and Workspaces
        • Viewing Reports and Internet Explorer Cache
        • Entering Keywords in Keywords Search Fields
        • Costpoint Business Intelligence
        • Running Reports
        • Performance Issues Using Multiple Databases
      • Accounts Payable
        • Model Information
          • Model Security
        • 1099 Exceptions Report
          • Prompts
          • Sample Report
        • Vendor History by EEOC Classification
          • Prompts
          • Sample Report
      • Accounts Receivable
        • Model Information - Accounts Receivable
        • Accounts Receivable Aging Report
          • Prompts
          • Sample Report - Accounts Receivable Aging Report
      • Contracts
        • Model Information - Contracts
        • Contracts - Dashboard
          • Contracts Dashboard
          • Opportunity Dashboard
        • Contracts - Packages
        • Contracts - Reports
          • Contract Backlog Report
            • Prompts
            • Sample Report
          • Contract Brief Report
            • Prompts
            • Sample
          • Contract Vehicle Report
            • Prompts
            • Sample Report
          • Customer Inquiry
            • Prompts
            • Sample Report
            • Customer Inquiry Drill-Thru Reports
              • Contract Drill-Thru
              • Project Drill-Thru
              • Opportunity Drill-Thru
              • OCI Drill-Thru
              • Subcontract Drill-Thru
          • Opportunity Current Pipeline Report
            • Prompts
            • Sample Report
          • Opportunity Days Open Report
            • Prompts
            • Sample Report
          • Opportunity Win/Loss Report
            • Prompts
            • Sample Report
          • Contract FAR/Supplement Report
            • Prompts
            • Sample Report
      • Costpoint Enterprise Reporting Packages
        • Model Information
        • Accounts Payable Reports
          • 1099 Exceptions Report
            • Prompts
            • Sample Report
          • Vendor History by EEOC Classification Report
            • Prompts
            • Sample Report
        • Accounts Receivable Reports
          • Accounts Receivable Aging Report
            • Prompts
            • Sample Report
          • A/R Charts Report
            • Prompts
            • Sample Report
        • Basic Information Reports
          • Account List
            • Prompts
            • Sample Report
          • Customer Master Information Report
            • Prompts
            • Sample Report
          • Employee Basic Information Report
            • Prompts
            • Sample Report
          • Organization List Report
            • Prompts
            • Sample Report
          • Reorganization Structure
            • Prompts
            • Sample Report
          • Vendor Employee
            • Prompts
            • Sample Report
          • Vendor Master Report
            • Prompts
            • Sample Report
        • Billing Reports
          • Aged Open Billing Detail Report
            • Prompts
            • Sample Report
          • Milestone Bill
            • Before You Run This Report
            • Prompts
            • Sample Report
          • Pre-Bill Report
            • Prompts
            • Sample Report
          • Standard Invoice with Backup Report
            • Before You Run This Report
            • Prompts
            • Sample Report
          • Zero Rate Billing Exception Report
            • Prompts
            • Sample Report
        • General Ledger Reports
          • General Ledger Detail Report
            • Prompts
            • Sample Report
          • Balance Sheet
            • Prompts
            • Sample Report
          • Cash Forecast
            • Prompts
            • Sample Report
          • Income Statement
            • Comparing Current YTD Amounts to Prior YTD Amounts
            • Prompts
            • Sample Report
        • Procurement Reports
          • Requisitions Pending Report
            • Prompts
            • Sample Report
          • Requisitions Report
            • Prompts
            • Sample Report
          • Buyer Requisition Worksheet
            • Prompts
            • Sample Report
        • Projects Reports
          • Project Status Report
            • Prompts
            • Sample Report
          • Burdened Labor and ODC’s Report
            • Prompts
            • Sample Report
          • Labor Detail Report
            • Prompts
            • Sample Report
          • Labor Utilization Report
            • Prompts
            • Sample Report
          • PLC Exception Report for Missing Rates
            • Prompts
            • Sample Report
          • Project Master
            • Prompts
            • Sample Report
          • Project Percent Complete Report
            • Before You Run the Report
            • Prompts
            • Sample Report
          • Project Revenue Summary with Backlog Report
            • Before You Run the Report
            • Prompts
            • Sample Report
          • Time & Expense Charge Activity Report
            • Before You Run the Report
            • Prompts
            • Sample Report
        • Purchasing Reports
          • Purchase Order
            • Prompts
            • Sample Report
          • PO Commitments Detail Report
            • Before You Run This Report
            • Prompts
            • Sample Report
        • Drill-Thru Only CP Reports
          • Accounts Payable
            • Check Detail – Drill Thru Only
            • Sample Report
            • Voucher Detail Report – Drill Thru Only
            • Sample Report
            • Posted PO Vouchers — Drill Thru Only
            • Sample Report
          • Procurement
            • Requisition Detail Report — Drill Thru Only
            • Sample Report
          • Purchasing
            • PO Header and Line Detail Report — Drill Thru Only
            • Sample Report
        • Time and Expense Reports
          • Drill Thru Only TESS
            • Allowable Expense Detail Report — Drill Thru Only
            • Sample Report
            • Unallowable Expense Detail Report — Drill Thru Only
            • Sample Report
            • Billable Expense Detail Report — Drill Thru Only
            • Sample Report
            • Non-Billable Expense Detail Report — Drill Thru Only
            • Sample Report
            • Under Ceiling Expense Detail Report — Drill Thru Only
            • Sample Report
            • Over Ceiling Expense Detail Report — Drill Thru Only
            • Sample Report
          • Blanket Authorization Report
            • Prompts
            • Sample Report
          • Expense Analysis Report
            • Prompts
            • Sample Report
          • Time and Expense Reconciliation Report
            • Prompts
            • Sample Report
      • Costpoint Enterprise Reporting for Budgeting and Planning
        • Update Reporting Tables
          • Enable Update of Reporting Tables
          • Refresh Process
        • Model Information
        • Report Package
          • Reporting Areas
          • Reporting Areas and the Template Reports
          • Project Status Trend Reporting Area
            • Structure
          • Project Status Details Reporting Area
            • Structure
          • Existing Projects and New Business Projects
          • Major and Minor Group Numbers
            • Major Group Number
            • Minor Group Number
            • Pre-Built Filters and Major and Minor Group Numbers
          • Project Access
          • New Business Project Access
          • Organization Access
          • Labor Cost Access
        • Burdened Labor Costs by Project
          • Options
          • Prompts
          • Sample Report
        • Labor Utilization Report
          • Drill-Through Report
          • Labor Utilization Rate Calculation
          • Budget Used
          • Reconcile Report Data
            • Prompts
            • Sample Report
        • Labor Utilization Drill Report
          • Sample Report
        • Labor Variance by PLC Report
          • Budgets
          • Reconcile Report Data
            • Prompts
            • Sample Report
        • Pending Charges Detail Report
          • Options
          • Prompts
          • Sample Report
        • Project Labor Hours Status Report
          • Options
          • Reconcile Report Data
            • Prompts
            • Sample Report
        • Project Report with Labor Detail
          • Options
          • Forecast Amounts
          • Reconcile Report Data
            • Prompts
            • Sample Report
        • Project Status Cost Summary Report
          • Options
          • Reconcile Report Data
            • Prompts
            • Sample Report
        • Project Subcontractor Status Report
          • Options
          • Reconcile Report Data
            • Prompts
            • Sample Report
        • Revenue Forecast Report
          • Options
          • Contract Value
          • Project Rollup Notes
          • Reconcile Report Data
            • Prompts
            • Sample Report
        • T&M Profitability Report
          • Options
          • Revenue Amounts
          • Forecast Amounts
          • Reconcile Report Data
            • Prompts
            • Sample Report
        • Real Time Project Status Report
          • Prompts
          • Sample Report
      • Costpoint Enterprise Reporting for Costpoint Administration
        • Model Information
        • Report Package and Folder
        • User Group Rights Report
          • Prompts
          • Sample Report
      • Costpoint Enterprise Reporting for Fixed Assets
        • Model Information
        • Report Package
        • Fixed Asset Report
          • Prompts
          • Sample Report
      • Costpoint Enterprise Reporting for Human Resources and Payroll
        • Costpoint Setup Prerequisites
        • Model Information
        • Attrition and Retention Report
          • Prompts
          • Sample Report
        • Benefit Enrollment Report
          • Prompts
          • Sample Report
        • EEO-1 Worksheet Report
          • Prerequisites
          • Generating Historical Versions
            • Prompts
            • Sample Report
        • EEO-4 Worksheet Report
          • Prerequisites
          • Generating Historical Versions
            • Prompts
            • Sample Report
        • Employee Benefits Profile Report
          • Prompts
          • Sample Report
        • Employee Change Report
          • Prerequisites
            • Prompts
            • Sample Report - Basic Employee Information
            • Sample Report - Salary Information and History
        • Employee Earnings Report
          • Prompts
          • Sample Report
        • Employee Information Report
          • Prompts
          • Sample Report
        • HR Payroll Labor Reconciliation Report
          • Prerequisite
            • Prompts
            • Sample Report
        • New Hires Terminations Report
          • Prompts
          • Sample Report
        • VETS-4212 Worksheet Report
          • Prerequisites
            • Prompts
            • Sample Report
      • Costpoint Enterprise Reporting for Project Manufacturing
        • Model Information
        • Project Manufacturing
        • Audit Log
          • Prompts
          • Sample Report
        • Goods List Report
          • Prompts
          • Sample Report
        • Indented Bill of Material (BOM) Report
          • Prompts
          • Sample Report
        • Item Vendors - Drill Thru Report
          • Prompts
          • Sample Report
        • MO Build-To Inventory Abbrev - Drill Thru Report
          • Prompts
          • Sample Report
        • MO Component Shortage Report
          • Prompts
          • Sample Report
        • MO Pick List
          • Prompts
          • Sample Report
        • MO Production Status Report
          • Prompts
          • Sample Report
        • MRP Message Report
          • Prompts
          • Sample Report
        • Parts List Report
          • Prompts
          • Sample Report
        • Sales Order Status Report
          • Prompts
          • Sample Report
        • Services List Report
          • Prompts
          • Sample Report
        • Shipped Revenue Report
          • Prompts
          • Sample Report
        • Stock Status Report
          • Prompts
          • Sample Report
          • Scheduling Stock Status 'As Of' Report
            • Step 1: Customize the Batch Renaming Script
            • Step 2: Configure the IBM Cognos Analytics Server
            • Step 3: Execute Job on Recurring Schedule
        • Summarized Bill of Material Report
          • Prompts
          • Sample Report
      • Costpoint Enterprise Reporting for Shop Floor Time
        • Model Information
        • Report Package
        • Costpoint Shop Floor Time Reconciliation Report
          • Prompts
          • Sample Report
        • Adding New Joins in the Costpoint Shop Floor Time Reconciliation Report
        • Configuring the Timesheet Line Source Code
          • Timesheet Line Source Code Values
          • Changing the Source Code Value in the Costpoint Shop Floor Time Reconciliation Report
      • General Ledger
        • Model Information - General Ledger
        • General Ledger Reports
          • General Ledger Detail Report
            • Prompts
            • Sample Report - GL Detail Rpt
          • Trended Income Statement Report
            • Prompts
            • Sample Report
      • Incurred Cost Submission Reports
        • Costpoint Setup Prerequisites
        • Security
        • Schedule A — Summary of Claimed Indirect Expense Rates
          • Prompts
          • Sample Report
        • Schedule B — General and Administrative (G & A) Expenses
          • Prompts
          • Sample Report
        • Schedule C — Overhead Expenses
          • Prompts
          • Sample Report
        • Schedule D — Intermediate Pool Expenses
          • Prompts
          • Sample Report
        • Schedule E — Claimed Allocation Bases
          • Prompts
          • Sample Report
        • Schedule G — Reconciliation of Books of Account and Claimed Direct Costs
          • Prompts
          • Sample Report
        • Schedule H — Direct Costs by Contract/Subcontract Applied at Claimed Rates
          • Prompts
          • Sample Report
        • Schedule H-1— Government Participation in Indirect Cost Pools
          • Prompts
          • Sample Report
        • Schedule I — Schedule of Cumulative Direct and Indirect Cost Claimed & Billed
          • Prompts
          • Sample Report
        • Schedule J — Subcontract Information
          • Prompts
          • Sample Report
        • Schedule K — Summary of Hours and Amounts on T&M/Labor Hour Contracts
          • Prompts
          • Sample Report
        • Schedule L — Reconciliation of Total Payroll to Total Labor Distribution
          • Prompts
          • Sample Report
        • Schedule O — Contract Closing Information
          • Prompts
          • Sample Report
      • Executive
        • Executive Dashboard
      • Manufacturing
        • Model Information
          • Model Security
        • Manufacturing Dashboard
        • Manufacturing Reports
          • Indented Bill of Materials Report
            • Prompts
            • Sample Report
          • MO Build-To Inv Abbrev Report
            • Prompts
            • Sample Report
          • MO Component Shortage
            • Prompts
            • Sample Report
          • MO Pick List Report
            • Prompts
            • Sample Report
          • MO Production Status Report
            • Prompts
            • Sample Report
          • MRP Message Report
            • Prompts
            • Sample Report
          • Summarized Bill of Material Report
            • Prompts
            • Sample Report
      • Materials
        • Model Information
          • Model Security
        • Materials Reports
          • Audit Log Report
            • Prompts
            • Sample Report
          • Goods List Report
            • Prompts
            • Sample Report
          • Indented Bill of Materials Report
            • Prompts
            • Sample Report
          • Item Vendors Report
            • Prompts
            • Sample Report
          • Parts List Report
            • Prompts
            • Sample Report
          • Sales Order Status Report
            • Prompts
            • Sample Report
          • Services List Report
            • Prompts
            • Sample Report
          • Shipped Revenue Report
            • Prompts
            • Sample Report
          • Stock Status Report
            • Prompts
            • Sample Report
          • Summarized Bill of Material Report
            • Prompts
            • Sample Report
      • Procurement
        • Model Information
          • Model Security
        • Procurement Dashboards
          • Procurement Dashboard (Header or Line Level Approval)
        • Procurement Reports
          • Buyer Requisition Worksheet
            • Prompts
            • Sample Report
          • PO Commitments Detail Report
            • Before You Run This Report
            • Prompts
            • Sample Report
          • Purchase Order Report
            • Prompts
            • Sample Report
          • Requisitions Report
            • Prompts
            • Sample Report
          • Requisitions Pending PO Conversion Report
            • Prompts
            • Sample Report
          • Procurement Drill-Thru Reports
            • PO Header and Line Detail - Drill Thru Only
            • Requisition Detail
      • Planning
        • Update Reporting Tables
          • Enable Update of Reporting Tables
          • Refresh Process
        • Model Information
        • Planning Dashboards
          • Org Mgr Planning Performance Analytics
          • PM Planning Performance Analytics
        • Planning Packages
        • Planning Reports
          • BnP PSR Trending Analysis
            • Prompts
            • Sample Report
          • Burdened Labor Costs by Project
            • Prompts
            • Sample Report
          • Labor Utilization Report
            • Labor Utilization Rate Calculation
            • Budget Used
            • Reconcile Report Data
              • Prompts
              • Sample Report
            • Labor Utilization Drill Through
          • Labor Variance by PLC Report
            • Budgets
            • Reconcile Report Data
              • Prompts
              • Sample Report
          • Pending Charges Detail Report
            • Prompts
            • Sample Report
          • Planning Revenue Summary Report Template
            • Prompts
            • Sample Report
          • Project Labor Hours Status Report
            • Reconcile Report Data
            • Prompts
            • Sample Report
          • Project Report with Labor Detail
            • Options
            • Forecast Amounts
            • Reconcile Report Data
            • Prompts
            • Sample Report
          • Project Status Cost Summary
            • Options
            • Reconcile Report Data
            • Prompts
            • Sample Report
          • Project Subcontractor Status Report
            • Reconcile Report Data
            • Prompt
            • Sample Report
          • PSR Report Template
            • Prompts
            • Sample Report
          • Real Time Project Status Report
            • Prompts
            • Sample Report
          • Revenue Forecast Report
            • Options
            • Contract Value
            • Project Rollup Notes
            • Reconcile Report Data
            • Prompts
            • Sample Report
          • T&M Profitability Report
            • Revenue Amounts
            • Forecast Amounts
            • Reconcile Report Data
            • Prompt
            • Sample Report
      • Projects
        • Model Information
        • Projects Dashboards
          • Org Mgr CP Performance Analytics
          • PM CP Performance Analytics
        • Project Packages
        • Projects - Reports
          • Project Status Report
            • Prompts
            • Sample Report - Project Status Report
          • PSR Template
            • Prompts
            • Sample Report
          • PSR Trending Analysis
            • Prompts - PSR Trending Analysis
            • Sample Report
          • Revenue Summary Report Template
            • Prompts
            • Sample Report
      • Samples - Costpoint BI
        • Dashboards with Data Sets
        • Smart AI
          • Resource Management Dashboard
      • SOX Controls Reporting
        • Scheduling SOX Controls Reporting
        • Step 1: Import the Deployment Zip File
        • Step 2: Customize the Batch Renaming Script
        • Step 3: Configure the IBM Cognos Analytics Server
        • Step 4: Execute Job on Recurring Schedule
        • SOX Controls Reporting Report Categories
        • Model Information
        • SOX Controls Reports
      • Time
        • Model Information
          • Model Security
        • Time Reports
          • Charge Activity Report
            • Prompts
            • Sample Report
          • Resource Activity Report
            • Prompts
            • Sample Report
      • Appendix A: Dashboard Drill Thru Reports
      • Appendix B: Reconcile Data with Costpoint Planning
        • Reconcile Labor Utilization with Drill Through
        • Reconcile Labor Variance by PLC
        • Reconcile Project Labor Hours Status
        • Reconcile Project Report with Labor Detail
        • Reconcile Project Status Cost Summary
        • Reconcile Project Subcontractor Status
        • Reconcile Revenue Forecast
        • Reconcile T&M Profitability
    • Dashboards
      • Dashboards
        • Home Dashboard
          • Display
          • Dashparts
            • My Expense Authorizations Dashpart
            • My Expense Reports Dashpart
            • My Leave Balances Dashpart
            • My Outstanding Expenses Dashpart
            • My Tasks Dashpart
              • Dashpart Settings
            • My Timesheets Dashpart
            • My Workflow Approvals Dashpart
              • Dashpart Settings
        • Project Manager Dashboard
          • Display
          • Dashparts
            • AR Current Dashpart
              • Dashpart Settings
            • AR Over 30 Days Dashpart
              • Dashpart Settings
            • Current Open Billing Dashpart
              • Dashpart Settings
            • Milestone Invoices for Approval Dashpart
              • Dashpart Settings
            • My Menu Dashpart
              • Dashpart Settings
            • Open Billing Over 30 Days Dashpart
              • Dashpart Settings
            • Pending Expenses Dashpart
              • Dashpart Settings
            • Projects Over x% Funding Dashpart
              • Dashpart Settings
            • Standard Bills for Approval Dashpart
              • Dashpart Settings
            • Work Assignments for Approval Dashpart
              • Dashpart Settings
        • Organization Manager Dashboard
          • Display
          • Dashparts
            • AR Current Dashpart
              • Dashpart Settings
            • AR Over 30 Days Dashpart
              • Dashpart Settings
            • Current Open Billing Dashpart
              • Dashpart Settings
            • Indirect Expenses Dashpart
              • Dashpart Settings
            • Labor Utilization Dashpart
              • Dashpart Settings
            • My Menu Dashpart
              • Dashpart Settings
            • Open Billing Over 30 Days Dashpart
              • Dashpart Settings
            • Project Modifications Dashpart
              • Dashpart Settings
            • Projects Over x% Funding Dashpart
              • Dashpart Settings
            • Timesheet Status Dashpart
              • Dashpart Settings
        • Finance Manager Dashboard
          • Display
          • Dashparts
            • AP Current Dashpart
              • Dashpart Settings
            • AP Over 30 Days Dashpart
              • Dashpart Settings
            • AR Current Dashpart
              • Dashpart Settings
            • AR Over 30 Days Dashpart
              • Dashpart Settings
            • Cash Balances Dashpart
              • Dashpart Settings
            • Current Open Billing Dashpart
              • Dashpart Settings
            • Journal Entries Over Approval Limit Dashpart
              • Dashpart Settings
            • My Menu Dashpart
              • Dashpart Settings
            • Open Billing Over 30 Days Dashpart
              • Dashpart Settings
            • Posted Invoices Dashpart
              • Dashpart Settings
            • Vouchers Over Approval Limit Dashpart
              • Dashpart Settings
        • How to...
          • Manage Dashparts
            • Specify the Dashparts that Display on the Dashboard
            • Arrange the Dashparts on the Dashboard
            • Modify Dashpart Settings
          • Limit Data on the Dashboard to Specific Organizations
          • Sort Columns in a Table
          • Copy Data to Microsoft Excel
      • Approval Workflow
        • My Approval Tasks
          • Display the My Approval Tasks Screen
          • Contents of the My Approval Tasks Screen
    • BI Configuration
      • Configuration
        • Manage BI Settings
          • Display the Manage BI Settings Screen
          • Contents of the Manage BI Settings Screen
          • Table Information for the Manage BI Settings Screen
          • Costpoint Business Intelligence Security
        • Manage Reporting Current Period
          • Display the Manage Reporting Current Period Screen
          • Contents of the Manage Reporting Current Period Screen
          • Table Information for the Manage Reporting Current Period Screen
  • Administration
    • System Administration
      • File Management
        • Manage Alternate File Locations
          • Display
          • Contents
          • Table Information
          • Procedures
            • Add an Alternate File Location
            • Assign Users/User Groups to an Alternate File Location
            • Saving a File to a CMS
              • Generate a Report File and Save It to a CMS
              • Generate an Export File and Save It to a CMS
        • File Download
          • Display
          • Contents
          • Table Information
          • Download a File
      • Printing
        • Manage Report Archive Categories
          • Display
          • Contents
          • Table Information
          • Procedures
            • Set Up a Report Archive Category
            • View, Assign, or Unassign a Report Category
        • Manage Report Categories
          • Display
          • Contents
          • Table Information
        • Manage Report Fonts
          • Display
          • Contents
          • Table Information
        • Manage Report Groups
          • Display
          • Contents
          • Table Information
        • Manage System Printers
          • Display
          • Contents
            • Assigned Users/User Groups Subtask
            • Assigned Report Categories Subtask
          • Table Information
        • Manage Word Templates
          • Display
          • Contents of the Manage Word Templates Screen
          • Table Information for the Manage Word Templates Screen
          • The Costpoint Word Template Add-In
            • Install the Costpoint Word Template Add In
            • Create a Word Template
            • Add a Word Template Report to the Print Menu
      • Workspace Customization
        • Manage Standard Label Customizations
          • Display
          • Contents
          • Table Information
        • Manage User Interface Profiles
          • Display
          • Contents
            • Assigned Users/User Groups Subtask
            • Screen Customizations Subtask
            • Extensibility Units Subtask
            • My Menu Subtask
          • Table Information
          • Procedures
            • Create a New User Profile
            • Customize an Application for a UI Profile
            • Create a Company-wide Navigation Banner
          • Basic User Profile
            • Accounting
              • Accounts Payable Module
                • Configure Accounts Payable Settings (APMSETNG)
                • Manage Accounts Payable Vouchers (APMVCHR)
                • Manage Vendors (APMVEND)
                • Post Cash Disbursements (APPPSTCD)
                • Print/Void Checks (APRCK)
                • Select Vouchers For Payment (APPSELVR)
              • Accounts Receivable Module
                • Manage Cash Receipts (ARMCR)
                • Manage Customers (ARMCUST)
                • Print Accounts Receivable Aging Report (ARRAGED)
                • Print Accounts Receivable History Report (ARRHIST)
                • Print Cash Receipt Edit Report (ARRCR)
                • Print Cash Receipt Register Report (ARRCRREG)
              • Cash Management Module
                • Accept Bank Transactions (GLMACPT)
                • Create Bank Transactions History (GLPBKTRN)
                • Manage Company Bank Accounts (US Banks) (GLMCOBNK)
                • Print Bank Reconciliation Detail Reports (GLRBKREC)
                • View Bank Reconciliation Summary (GLQBKINQ)
              • General Ledger Module
                • Configure General Ledger Settings (GLMSETNG)
                • Manage Accounting Periods (GLMPD)
                • Manage Accounts (GLMACT)
                • Manage Financial Statements (GLMFS)
                • Manage Journal Entries (GLMJE)
                • Manage Non-Project Beginning Balances
                • Manage Organization Elements (GLMORMNT)
                • Manage Organization Structures (GLMORSET)
                • Manage Project Beginning Balances (GLMPJBEG)
                • Manage Recurring Journal Entry Templates (GLMRECTM)
                • Manage Subperiods (GLMSUBPD)
                • Print General Ledger Detail Report (GLRGLDET)
                • Print Journal Entry Edit Report (GLRJE)
                • Print Journal Entry Posting Summary Report (GLRPSTSM)
                • Print Project Ledger Detail Report (GLRPJDET)
                • Update General Ledger Beginning Balances (GLPUPBB)
                • View Account Activity (GLQAACTI)
                • View General Ledger Activity (GLQINQ)
            • Projects
              • Billing Module
                • Calculate Standard Bills (BLPGBILL)
                • Configure Billing Settings (BLMSETNG)
                • Load Labor Rates (PJPLDRAT)
                • Manage Customer Product Bills (BLMCPBIL)
                • Manage Manual Bills (BLMMNBIL)
                • Manage Milestone Percent Complete Bills (BLMMPCB)
                • Manage Open Billing Detail (BLMOPEN)
                • Manage Project Billing Information (BLMINFO)
                • Manage Project Product Bills (BLMPJPRD)
                • Manage Standard Bills (BLMGBILL)
                • Print Customer Product Bills (BLRCPROD)
                • Print Milestone Percent Complete Bills (BLRMPCB)
                • Print Project Product Bills (BLRPJPRD)
                • Print Standard Bills (BLRMBIL)
              • Cost and Revenue Processing Module
                • Compute Burden Costs (PJPALCST)
                • Compute Revenue (PJPCOMPR)
                • Load Labor Rates (PJPLDRAT)
                • Manage Allocation Journals (PJMALJNL)
                • Manage Base Creation Setups (PJMBASE)
                • Manage Cost Pools (PJMPOOL)
                • Manage Multi-Job Allocation Cost History (PJMMJCHS)
                • Manage Multi-Job Allocation Information (PJMMJAS)
                • Manage Multi-Job Allocation Labor History (PJMMJLHS)
                • Print Cost Pool Setup Report (PJRPOOL)
                • Update Prior Year History (PJPUPPY)
              • Project Inquiry and Reporting Module
                • Create Project Report Tables (PJPCRRPT)
                • Update Project Status Report Tables (PJPUPPSR)
                • View Project Activity (PJQPROJ)
                • View Project Activity by Level (PJQPROJP)
              • Project Setup Module
                • Configure Project Settings (PJMSETNG)
                • Link Project Labor Categories to Projects (PJMPLCPJ)
                • Manage Cost Fee Overrides (PJMCSTFE)
                • Manage Direct Cost Ceilings (PJMCEIL)
                • Manage Modification Descriptions (PJMMODDC)
                • Manage Modifications (PJMMOD)
                • Manage Prior Year Cost and Revenue (PJMPYCST)
                • Manage Prior Year Time and Materials Revenue (PJMPYTM)
                • Manage Project Account Groups (PJMACGRP)
                • Manage Project Labor History (PJMPYLAB)
                • Manage Project User Flow (PJMBASIC)
                • Manage Revenue Information (PJMREV)
                • Manage Total Ceilings (PJMTCEIL)
                • Mass Add Project Master Data (PJPMADD)
            • People
              • Employee Module
                • Manage Employee Information (LDMEINFO)
                • Manage Employee Allowances (LDMEADD)
              • Labor Module
                • Manage Employee Project Timesheet Defaults (LDMEPD)
                • Manage Employee Proj-Acct-Group Timesheet Defaults (LDMEAD)
                • Manage Labor-Group Project-Acct-Group Timesheet Defaults (LDMLAD)
                • Manage Project Timesheet Defaults (LDMPD)
                • Manage Timesheets (LDMTIME)
                • Create Retroactive Timesheet Adjustments (LDPRETRO)
                • Create Reversing Timesheets (LDPREVTS)
                • Apply Timesheet Adjustments in Batch Mode
                • Apply Weighted Average Rates to Timesheets (LDPCOST)
                • Recast Overtime Premium to Timesheet Lines (LDPROTP)
                • Allocate Compensated Overtime Across Timesheet Lines (LDPALLOC)
                • Print Labor Utilization Report (LDRLUR)
                • Print Timesheet History Report (LDRTHFR)
                • View Timesheet History Inquiry (LDQTHF)
                • Export Data to Deltek Time and Expense (LDPDTC)
                • Import Timesheets from Deltek Time and Expense (LDPUPET)
                • Configure Labor Settings (LDMLABOR)
                • Manage Workers' Compensation Codes (LDMWC)
                • Manage Pay Types (LDMPAYTP)
                • Manage Labor Locations/Locals (LDMLLOC)
                • Manage Allowance Codes (LDMADD)
              • Leave Module
                • Print Leave Edit Report (LDRLEDIT)
                • Reconcile Leave Balances (LDPLVREC)
                • True-Up Leave History Table to Last Reconciliation (LDPLVTRU)
                • Configure Leave Settings (LDMLEAVE)
                • Manage Leave Types (LDMLVTP)
              • Payroll Module
                • Configure Payroll Tax Export Settings (PRMEXTAX)
                • View Employee Information (PRQEINFO)
                • Manage Local Tax Override by Taxable Entity (PRMMCLO)
                • Configure Paycheck Settings (PRMCKSET)
        • Manage Extensibility Units
          • Display
          • Contents
            • UI Profiles Subtask
            • Applications Subtask
            • Email Events Subtask
              • Email Template Subtask
          • Table Information
          • Procedures
            • Associate an Extensibility Unit with a UI Profile
        • Inquiries
          • View User Extensions Inquiry
            • Display
            • Contents
            • Table Information
      • System Administration Reports/Inquiries
        • Reports
          • Print Application Table Information Report
            • Display
            • Contents
          • Print Archived Reports
            • Display
            • Contents
          • Print Data Dictionary Report
            • Display
            • Contents
          • Print Extensibility Unit Report
            • Display
            • Contents
          • Print Menu Report
            • Display
            • Contents
              • Module Non-Contiguous Ranges Subtask
          • Print My Menu Report
            • Display
            • Contents
          • Print Postal Codes Report
            • Display
            • Contents
          • Print Sales/Value Added Tax Report
            • Display
            • Contents
              • Tax Non-Contiguous Ranges Subtask
        • Inquiries
          • View License Information
            • Display
            • Contents
            • Table Information
          • View Help About
            • Display
            • Contents
              • Open Applications Subtask
                • Linked Libraries Subtask
              • Transactional DB Patches Subtask
              • Administrative DB Patche Subtask
              • Metadata DB Patches Subtask
              • Budgeting & Planning DB Patches Subtask
              • Time & Expense DB Patches Subtask
              • Customized Labels Subtask
              • Features Subtask
                • Applications Subtask
                • Patches Subtask
                • Libraries Subtask
              • Deployed Libraries Subtask
                • Applications Subtask
              • Deployed Extensibilities Subtask
              • Deployed Integration Modules Subtask
          • View Action and Report Status
            • Display
            • Contents
              • Restartable Job Details Subtask
              • Scheduled Job History Subtask
            • Table Information
          • View Interface Execution Status History
            • Display
            • Contents
              • Export Errors Subtask
            • Table Information
      • System Administration Interfaces
        • Interface Controls
          • Integration Field Mapping
            • Display
            • Contents of the Integration Field Mapping Screen
            • Table Information
            • Subtask
              • Integration UDEF Field Mapping Subtask
          • Manage Interface Configuration and Scheduler
            • Display
            • Contents
              • Instance Objects Subtask
            • Table Information
            • Tabs
              • Interfaces Tab
              • Configuration Tab
              • Source/Target Definition Tab
          • Activate Instance Control
            • Display
            • Contents
              • Non-Contiguous Interface Instances Subtask
          • Manage Interface Elements
            • Display
            • Contents
            • Table Information
          • Manage Element Value Mappings
            • Display
            • Contents
            • Table Information
        • Cobra Interface
          • Configure Cobra Interface Settings
            • Display
            • Contents
            • Table Information
          • Manage Cobra Charge Templates
            • Display
            • Contents
              • Advanced Mapping Definition Subtask
                • Result Test Subtask
            • Table Information
          • Manage Cobra Resource Templates
            • Display
            • Contents
              • Advanced Mapping Definition for Employee Labor Subtask
                • Result Test Subtask
              • Advanced Mapping Definition for Vendor Labor Subtask
                • Result Test Subtask
              • Advanced Mapping Definition for Vendor Employee Labor Subtask
                • Result Test Subtask
            • Table Information
          • Manage Cobra Cost Templates
            • Display
            • Contents
            • Table Information
          • Manage Cobra Project Mapping
            • Display
            • Contents
            • Table Information
          • Manage Cobra Extraction Parameters
            • Display
            • Contents
              • Project Non-Contiguous Ranges Subtask
            • Table Information
          • Compute Cobra Burden Costs
            • Display
            • Contents
            • Table Information
          • Manage Prior Year Cobra Costs
            • Display
            • Contents
              • Prior Year Costs Subtask
                • Pool Amounts Subtask
            • Table Information
        • CRM/GovWin/RP Integration Interface
          • Migrate GovWin Capture Management Data
            • Display
            • Contents
            • Tabs
              • Lookups Tab
              • Vendor Tab
              • Customer Tab
                • Migrate GovWin Capture Management Lookup Values into Costpoint
              • Opportunity Tab
                • Create and Define the Field Mapping for GovWin Capture Management Data Migration
                • Migrate GovWin Capture Management Lookup Values into Costpoint
              • Contract Tab
                • Create and Define the Field Mapping for GovWin Capture Management Data Migration
                • Migrate GovWin Capture Management Lookup Values into Costpoint
            • Special Topics
              • Create and Define the Field Mapping for GovWin Capture Management Data Migration
              • Migrate GovWin Capture Management Lookup Values into Costpoint
          • Transfer GovWin Capture Management Data
            • Display
            • Contents
            • Tabs
              • Lookup Data Tab
              • Organization Data Tab
              • Employee Data Tab
              • Client Data Tab
              • Vendor Data Tab
              • Project Data Tab
            • Special Topics
              • Costpoint to GovWin Capture Management Integration Overview
                • Define Export Parameters for the Integration Process
                • Integration Screens
              • GovWin Capture Management Integration Connection Settings
              • GovWin Capture Management Integration Best Practices
                • Create Customer and Vendor Records Before Integration
                • Match Country ISO2 Codes in Costpoint and GovWin Capture Management
              • Setting Up Customer Information Options
              • Setting Up Employee Information Options
              • Setting Up Organization Information Options
              • Setting Up Project Information Options
              • Setting Up Vendor Information Options
              • Running Jobs for GovWin Capture Management Integration
                • Set Up Email Accounts for Notifications
                • Enable Notifications When Batch Job Completes
                • Specify Submission, Retry, and Notification Parameters
                • Create a Job Group
                • Create a Job for a Costpoint Function
                • Create a Job Queue
                • Create a Job Server
                • Submit the Job ID to a Job Queue
                • Verify the Status of the Submitted Job
                • Start the Job Server
              • Costpoint to GovWin Capture Management Integration Error Messages
          • Transfer Resource Planning Data
            • Display
            • Contents
            • Tabs
              • Code Tables Tab
              • Organization Tab
              • Employee Tab
              • Project Tab
              • History Tab
            • Special Topics
              • Costpoint - Deltek Resource Planning Integration Overview
                • Define Export Parameters for the Integration Process
                • Integration Screens
              • Running Jobs for Deltek Resource Planning Integration
                • Set Up Email Accounts for Notifications
                • Enable Notifications When Batch Job Completes
                • Specify Submission, Retry, and Notification Parameters
                • Create a Job Group
                • Create a Job for a Costpoint Function
                • Create a Job Queue
                • Create a Job Server
                • Submit the Job ID to a Job Queue
                • Verify the Status of the Submitted Job
                • Start the Job Server
          • Configure Customer Options
            • Display
            • Contents
              • Customer Type Non-Contiguous Range Subtask
            • Table Information
          • Configure Employee Options
            • Display
            • Contents
            • Table Information
            • Tabs
              • Options Tab
              • Selection Tab
          • Configure Organization Options
            • Display
            • Contents
            • Table Information
            • Tabs
              • Options Tab
              • Selection Tab
          • Configure Project Options
            • Display
            • Contents
              • Project Non-Contiguous Ranges Subtask
              • Project Type Non-Contiguous Ranges Subtask
              • Project Classifications Non-Contiguous Ranges Subtask
            • Table Information
            • Tabs
              • Options Tab
              • Selection Tab
          • Configure Vendor Options
            • Display
            • Contents
              • Vendor Address Contacts Range Subtask
            • Table Information
          • Manage Project Level Mapping
            • Display
            • Contents
            • Table Information
      • System Administration Controls
        • Configure System Settings
          • Display
          • Contents
            • Company Settings Tab
            • Batch Job Tab
            • Case Reporting Tab
            • Login Banner Tab
            • General Settings Tab
            • Security Settings Tab
              • Trusted Root Certificates Subtask
                • Add Trusted Root Certificate Subtask
          • Table information
        • Manage Locales
          • Display
          • Contents
          • Table Information
        • Set Up Company
          • Display
          • Contents
          • Table Information
          • Using Multiple Companies
            • How Multicompany Functionality Affects Costpoint Modules
            • Determining When to Set Up Multiple Companies
            • Set Up a New Company
            • Switch to a Different Company When Logged into Costpoint
        • Configure User Preferences
          • Display
          • Contents
            • How To Change Your Password
            • Change Default Period Subtask
            • UI Profiles Subtask
            • Message Board Subscriptions Subtask
            • FIDO/Biometric Devices Subtask
              • FIDO Certificate Subtask
            • Default My Menu Subtask
            • Complete Your Costpoint Two-Factor Authentication-(2FA) Enrollment
          • Table Information
          • Related Topics
            • Create a Navigation Banner
        • System Codes
          • Manage Construction Industry Scheme Codes
            • Display
            • Contents
            • Table Information
          • Manage Countries
            • Display
            • Contents
            • Table Information
          • Manage Customs Declaration Point
            • Display
            • Contents
            • Table Information
          • Manage Customs Traffic Direction Codes
            • Display
            • Contents
            • Table Information
          • Manage European Union Commodity Codes
            • Display
            • Contents
            • Table Information
          • Manage European Union Correction Codes
            • Display
            • Contents
            • Table Information
          • Manage European Union Countries
            • Display
            • Contents
            • Table Information
          • Manage European Union Mode of Transportation
            • Display
            • Contents
            • Table Information
          • Manage EU Nature of Transaction Codes (NOTC)
            • Display
            • Contents
            • Table Information
          • Manage Postal Codes
            • Display
            • Contents
            • Table Information
          • Manage Sales or Value Added Taxes
            • Display
            • Contents
            • Table Information
          • Manage States and Provinces
            • Display
            • Contents
            • Table Information
          • Manage Tax Types
            • Display
            • Contents
            • Table Information
          • Manage Value Added Tax Supply Codes
            • Display
            • Contents
            • Table Information
      • System Administration Utilities
        • Activate/Inactivate Costpoint Usage
          • Display
          • Contents
          • Table Information
        • Clear Users
          • Display
          • Contents
          • Table Information
        • Purge Report Table Data
          • Display
          • Contents
          • Table Information
        • Rebuild Global Settings
          • Display
          • Contents
          • Table Information
        • Rebuild Upgraded Tables
          • Display
        • Resize Dynamic Tables and Indexes
          • Display
          • Contents
          • Table Information
          • Application Locking/Dynamic Tables
            • What Is Application Locking?
            • What Are Dynamic Temporary Tables?
            • Side Effects of Using Application Locking
            • How to Determine the Application Locking Code of a Function
        • Support Issues
          • Display
          • Contents
            • Attachments Subtask
          • Table Information
        • Administrative Messages
          • Display
          • Contents
            • Assigned Users/User Groups Subtask
            • Assigned Applications Subtask
          • Table Information
        • Reverse Failed Posting
          • Display
          • Contents of the Reverse Failed Posting Screen
        • Import Active Directory ID
          • Display
          • Contents
            • Active Directory Import History Subtask
          • Table Information
          • Input File Format and Error Handling
      • User Collaboration
        • Manage Message Boards
          • Display
          • Contents
            • Message Topics Subtask
              • Message Board Users Subtask
            • Assigned Application Screens Subtask
              • Data Fields Subtask
            • Approval Key Fields Subtask
          • Table Information
      • Content Management
        • Manage Content Types
          • Display
          • Contents
            • Content Data Fields Subtask
            • CMS Locations Subtask
              • Assigned Users/User Groups Subtask
            • Linked Content Files Subtask
              • Content Data Fields Subtask
            • Import Linked Content Files Subtask
          • Table Information
        • Manage Application/Content Links
          • Display
          • Contents
          • Table Information
      • Digital Documents
        • Manage Digital Document Types
          • Display
          • Contents
            • Document Type Tab
            • Disclaimer Acknowledgement
            • Digital Document Fields Subtask
          • Table Information
        • Manage Digital Document Links
          • Display the Manage Digital Document Links Screen
          • Contents
            • Digital Document Object Links Subtask
            • Digital Document Field Updates Subtask
          • Table Information for the Manage Digital Document Links Screen
      • Related Topics
        • Saving Screen Configurations
          • Screen Configuration Panel
          • Customize Your Screen
          • Select Toolbar Buttons
          • Customize My Menu
          • Save Your Configuration
    • Security
      • System Security
        • Manage User Groups
          • Display
          • Contents
            • Assign User to Group Subtask
            • Module Rights Subtask
            • Application Rights Subtask
              • Result Set Rights by Application Subtask
                • Action Rights Subtask
                  • Application Action Links Subtask
                • Report Rights Subtask
                  • Application Report Links Subtask
                • Application Result Set Links Subtask
            • Active Directory Groups Subtask
            • UI Profiles Subtask
          • Table Information
        • Manage Users
          • Display
          • Contents
            • Company Access Subtask
            • Assigned User Groups Subtask
            • Module Rights Subtask
            • Application Rights Subtask
              • Result Set Rights by Application Subtask
                • Action Rights Subtask
                  • Application Action Links Subtask
                • Report Rights Subtask
                  • Application Report Links Subtask
                • Application Result Set Links Subtask
            • UI Profiles Subtask
            • FIDO/Biometric Devices Subtask
              • FIDO Certificate Subtask
          • Table Information
          • Tabs
            • Information Tab
            • Workflow Tab
            • Printing Defaults Tab
            • Authentication Tab
            • User Interface Tab
        • Manage System Integration Accounts
          • Display
          • Contents
            • Project Manufacturing Integration (SFT) Subtask
            • Project Manufacturing Integration (ME) Subtask
            • CMS Integration Subtask
            • GovWin IQ Integration Subtask
          • Tabs of the Manage System Integration Accounts Screen
            • Exchange Integration Tab
            • SilkRoad Integration Tab
            • Cobra Integration Tab
            • GovWin CM Integration Tab
            • Resource Planning Integration Tab
            • Talent Management Integration Tab
            • ADFS Integration Tab
            • AZURE Integration Tab
            • SAML(Other) Integration Tab
        • Manage User Suppression
          • Display
          • Contents
          • Table Information
      • Organizational Security
        • Activate/Inactivate Organization Security By Module
          • Display
          • Contents
          • Table Information
        • Manage Organization Security Profiles
          • Display
          • Contents
          • Table Information
        • Manage Organization Security Groups
          • Display
          • Contents
          • Table Information
        • Update Organization Security Profiles
          • Display
          • Contents
          • Table Information
      • Segregation of Duties
        • Manage Segregation of Duties Conflict Types
          • Display
          • Contents
          • Table Information
        • Manage Application Conflicts
          • Display
          • Contents
          • Table Information
        • Identify Segregation of Duties Conflicts
          • Display
          • Contents
          • Table Information
        • Manage Segregation of Duties Conflict Overrides
          • Display
          • Contents
            • Conflicting Applications Subtask
          • Table Information
      • Archived Report Security
        • Manage Archived Report Security Rights
          • Display
          • Contents
          • Table Information
      • Security Reports/Inquiries
        • Reports
          • Print Effective User Rights Report
            • Display
            • Contents
            • Table Information
          • Print User Report
            • Display
            • Contents
              • User Non-Contiguous Ranges Subtask
            • Table Information
          • Print User Group Rights Report
            • Display
            • Contents
            • Table Information
        • Inquiries
          • View License Information
            • Display
            • Contents
            • Table Information
          • View User Authentication Passcode History
            • Display
            • Contents
    • Job Management
      • Job Management Codes
        • Manage Job Groups
          • Display
          • Contents
          • Table Information
        • Manage Jobs
          • Display
          • Contents
          • Table Information
        • Manage Job Queues
          • Display
          • Contents
            • Scheduled Job Steps Subtask
          • Table Information
      • Job Management Processing
        • Start/Stop Job Server
          • Display
          • Contents
          • Table Information
        • Submit Job to Queue
          • Display
          • Contents
          • Table Information
        • Update Job Queue Status
          • Display
          • Contents
          • Table Information
        • Update Job Status
          • Display
          • Contents
            • Scheduled Job Steps Subtask
          • Table Information
      • Job Management Reports/Inquiries
        • Print Job Report
          • Display
          • Contents
          • Table Information
        • View Action and Report Status
          • Display
          • Contents
            • Restartable Job Details Subtask
            • Scheduled Job History Subtask
          • Table Information
      • Job Management Utilities
        • Print/Purge Job History
          • Display
          • Contents
          • Table Information
      • Job Management Controls
        • Configure Application Batch Job Settings
          • Display
          • Contents
          • Table Information
      • Related Topics
        • Running Jobs for Print and Process Applications
          • Set Up Email Accounts for Notifications
          • Enable Notifications When Batch Job Completes
          • Specify Submission, Retry, and Notification Parameters
          • Create a Job Group
          • Create a Job for a Costpoint Function
          • Create a Job Queue
          • Create a Job Server
          • Submit the Job ID to a Job Queue
          • Verify the Status of the Submitted Job
          • Start the Job Server
    • Workflow
      • Costpoint WorkFlow Overview
        • Workflow Flowchart
        • Costpoint Workflow Glossary
      • Workflow Models
        • Manage Workflow Case Labels
          • Display
          • Contents
            • User-Defined Values Subtask
          • Table Information
        • Manage Workflow Roles
          • Display
          • Contents
            • Assigned Users Subtask
          • Table Information
        • Manage Workflow Role Filters
          • Display
          • Contents
          • Table Information
        • Manage Workflow Models
          • Display
          • Contents
            • Case Subtask
            • Add Activity Subtask
            • Activity Subtask
              • Complete Activity Subtask
            • Activity With Options Subtask
              • Complete Activity Subtask
            • Option Subtask
          • Table Information
        • Print Workflow Definition Report
          • Display
          • Contents
          • Table Information
      • Workflow Cases
        • Manage Workflow Cases
          • Display
          • Contents
            • Workflow Case Values Subtask
            • Document Case Values Subtask
          • Table Information
        • Initiating a Workflow Case
        • Completing a Workflow Task
        • Monitor Workflow Status
          • Display
          • Contents
            • Complete Activity Subtask
          • Table Information
        • Monitor Activities and Messages
          • Accessing Your Inbox from Outlook
            • Costpoint/Outlook Issue
            • Add a Customized Outlook Toolbar Button to Launch WFMLIST.EXE
            • Modify the Custom Workflow Outlook Toolbar Button
            • Alternatives for Launching WFMLIST.EXE
          • Display
          • Contents
            • Messages Subtask
            • Workflow Case Values Subtask
            • Complete Activity Subtask
            • Activity Instructions Subtask
            • Inbox Options Subtask
          • Table Information
        • Escalate Workflow Activities
          • Display
          • Contents
          • Table Information
        • Print Workflow Status Report
          • Display
          • Contents
          • Table Information
      • Workflow Reports/Inquiries
        • Print Workflow Audit Report
          • Display
          • Contents
          • Table Information
        • View Workflow Audit Information
          • Display
          • Contents
            • Completed Activities Subtask
              • User Productivity Subtask
                • User Cases Subtask
            • Current Activities Subtask
              • Activity Cases Subtask
                • Activity Routing Subtask
            • Cases Subtask
              • Activities Subtask
                • Activity Routing Subtask
      • Administrative Utilities
        • Rebuild Workflow Data
          • Display
        • Import Predefined Workflows
          • Display
          • Contents
        • Purge Workflow Data
          • Display
          • Contents
          • Table Information
      • Approval Workflow (NEW)
        • Approval Workflow: Screen Add-On
          • Approve Dialog Box
            • Start Tab
            • Approve or Reject Tab
            • Escalate or Delegate Tab
            • History of Approval Tab
            • Reject WF Tab
            • Approval Steps Subtask
            • Approve Role Users Subtask
        • Approval Roles
          • Display
          • Contents
            • Role Users Subtask
              • Role Filtering Conditions Subtask
          • Table Information
        • Role Filter Fields
          • Display
          • Contents
          • Table Information
        • Reject Codes
          • Display
          • Contents
          • Table Information
        • Approval Workflow Email Messages
          • Display
          • Contents
          • Table Information for the Approval Workflow Email Messages Screen
          • Approval by Email
        • Approval Workflow Models
          • Display
          • Contents
            • Approval Entity Fields Subtask
            • Application Screens Subtask
              • Approval Screen Fields Subtask
              • Conditions Subtask
            • Workflow Reject Codes Subtask
            • Approval Workflow Owners Subtask
            • View Approval Cases Subtask
            • Import/Export Subtask
              • Import Tab
              • Export Tab
            • Add Step Subtask
            • Edit Node Subtask
              • Conditions Subtask
              • Updates Subtask
            • Edit Activity Subtask
              • Conditions Subtask
              • Updates Subtask
          • Table Information
          • Create a New Approval Workflow Model
        • Manage Approval Workflow Case Status
          • Display
          • Contents
            • Case Log Subtask
              • Activity Case Users Subtask
            • Case Field Values Subtask
Index
Glossary
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Sample Report

Sample Standard Invoice with Backup report.

Parent Topic: Standard Invoice with Backup Report
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