Deltek Costpoint 7.1.25 Release Notes (Build 7.1.25.1002)


Welcome to the Deltek Costpoint 7.1.25 Release Notes, which describe the new features and enhancements introduced in this release.


Important Notes


These release notes address all of the modules associated with Deltek Costpoint 7.1.25, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.

Release notes are available from the landing page and the Costpoint Information Center. We will make a PDF available for a while, as we transition to the new format.

We want the release notes to be as easy to use as possible. To this end, we will continue to analyze and improve upon the format. If you have feedback, please email DeltekDocumentationFeedback@deltek.com.

 

Installation Notes

 

The MR installer reads through all Costpoint systems selected. If a Time & Expense segment is found, it searches for the presence of a Time & Expense license for that Costpoint system. It provides a listing of all such systems found, prompting you to review the list and remove (using DBWizard, Remove License) any TE license from the Costpoint system where the connected TE segment is for a stand-alone, external connection that should not have had a Time & Expense license applied to it.

 

Any external Time & Expense segments found where a Time & Expense license is not present, or where the Time & Expense segment is for a Time & Expense 901 system, the MR Time & Expense patches, SPs, or Data Dictionary files will not be applied.

 

If all systems listed are properly licensed for Time & Expense and you do want the MR applied to them, please proceed. If you are unsure, please contact Deltek Technical Support.


Regulatory Enhancements


Federal


2021 U.S. Virgin Islands FUTA Credit Reduction

For 2021, the U.S. Virgin Islands (USVI) is the only credit reduction state. The credit reduction rate is 3.3%.

This Costpoint release adds a record on the FUTA Credit Reduction States table of the Manage Federal Taxes screen for the Virgin Islands.

Note: This enhancement requires PATCH3871.


2022 401(k) Amounts

The IRS provided the following 401(k) updates for 2022:

To support the 2022 limits, Costpoint sets the 401(k) Deferral Limit to 20,500 and the 401(k) Wage Limit to 305,000 for payroll year 2022 on the Manage Federal Taxes screen.

Attention: For more information, refer to:

Note: This enhancement requires PATCH3871.


State


2022 SUTA Wage Base

This Costpoint release adds tax table records effective January 1, 2022 for states where the unemployment-taxable wage base has been updated for tax year 2022.

Colorado

The SUTA limit for 2022 increases from $13,600 to $17,000.

Oklahoma

The SUTA limit for 2022 increases from $24,000 to $24,800.

Oregon

The SUTA limit for 2022 increases from $43,800 to $47,700.

Utah

The SUTA limit for 2022 increases from $38,900 to $41,600.

Note: This enhancement requires PATCH3869, PATCH3871, and PATCH3872.


Maine 2022 Tax Table Updates

The following are the tax updates for Maine effective January 1, 2022:

To support the state updates, this release applies changes to the following screens:

Note: This enhancement requires PATCH3871.


Nebraska 2022 Tax Table Updates

The following are the tax updates for Nebraska effective January 1, 2022:

To support the state updates, this release applies changes to the following screens:

Note: This enhancement requires PATCH3869.


New Mexico 2022 Tax Table Updates

The tax brackets in New Mexico’s withholding methods have been adjusted. The state’s tax rates did not change.

Attention: For more information, refer to: https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf.

Note: This enhancement requires PATCH3872.


Oklahoma 2022 Tax Table Updates

The following are the tax updates for Oklahoma effective January 1, 2022:

To support the state updates, this release applies changes to the following screens:

Note: This enhancement requires PATCH3869.


South Carolina 2022 Tax Table Updates

The following are the tax updates for South Carolina effective January 1, 2022:

To support the state updates, this release applies changes to the following screens:

Attention: For more information, refer to https://dor.sc.gov/forms-site/Forms/WH1603F_2022.pdf.

Note: This enhancement requires PATCH3870.


Indiana 2021 State W-2 Electronic Filing

The Indiana Department of Revenue updated the W-2 and WH-3 Electronic Filing Requirements publication, which provides instructions and electronic filing specifications for filing electronic media with the Indiana Department of Revenue for State and County taxes withheld from Indiana residents.

The most notable change to the most recent version of this publication is that Indiana does not use the RV record and it can be left out. Only the RS record is now unique to Indiana. The Code RS section found on page 6 has the only deviations that Indiana requires from the Federal EFW2 specifications.

To support the state requirement, the Create State W-2 File screen will no longer include the RV record when you create a W-2 file for Indiana.

Attention: For more information, refer to: https://www.in.gov/dor/files/w2-wh3-guide.pdf.


Enhancements


People

ACA 1094C/1095C - California Electronic Minimum Essential Coverage Information Reporting (MEC IR)

Warning: As of MR 7.1.25, test transmissions of the electronic 1094-C/1095-C files on the California FTB MEC FX Portal have not been completed yet. MR 7.1.25 applies the updates listed in this section. However, the feature will be ready for use in MR 7.1.26.

For taxable years beginning on or after January 1, 2020, California requires residents and their dependents to obtain and maintain minimum essential coverage (MEC), also referred to as qualifying health care coverage.

Employers with 50 or more full-time employees (including full-time equivalent employees) in the previous year use federal Forms 1094-C and 1095-C to report the information required under Internal Revenue Code Sections 6055 and 6056 about offers of health coverage and enrollment in health coverage for their employees.

Federal Form 1094-C must be used to transmit federal Forms 1095-C to the Internal Revenue Service (IRS) and to the Franchise Tax Board (FTB). Federal Form 1095-C is used to report information about each employee to the IRS, the FTB, and the employee. The same federal Forms 1094-C and 1095-C the employer transmits to the IRS can be provided to the FTB under Revenue and Tax Code (R&TC) Section 61005. Employers that offer employer-sponsored, self-insured coverage also use federal Form 1095-C to report information to the IRS, the FTB, and to employees about individuals who have MEC under the employer plan.

Who Must File

An employer that offers health coverage through a self-insured health plan must report information about each individual enrolled in such coverage. This information must be reported on federal Form 1095-C, Part III, for any employee who is enrolled in coverage (and any spouse or dependent of that employee). Employers that offer health coverage through an employer-sponsored, self-insured health plan must complete federal Form 1095-C, Parts I, II, and III, for any employee who enrolls in the health coverage, whether or not the employee is a full-time employee for any month of the calendar year.

Authoritative Transmittal for ALE Members Filing Multiple Federal Forms 1094-C

Federal instructions regarding Authoritative Transmittal are not applicable for California purposes. Information on federal Form 1094-C, line 19, is not required by the FTB.

When to File

For California purposes, federal Forms 1094-C and 1095-C must be filed by March 31 of the year following the calendar year to which the return relates. Federal Form 1095-C must be provided to the employee and any individual receiving MEC through an employer by January 31 of the year following the calendar year to which the return relates.

Electronic Filing

If you are required to file 250 or more information returns, you must file electronically. The FTB encourages you to file electronically even if you are filing fewer than 250 returns.

Statements to Individuals

Federal Form 1095-C must be furnished to employees by January 31, 2021, for California purposes. If you have already furnished federal Form 1095-C to an individual receiving MEC, it is not necessary to provide an additional copy to that individual for California purposes.

Specific Instructions for Federal Form 1094-C

For California purposes:

Specific Instructions for Federal Form 1095-C

Get the instructions for federal Forms 1094-C and 1095-C to complete federal Form 1095-C, Parts I, II, and III.

Attention: For more information, refer to:

Note: This enhancement requires PATCH3862.

 

Create 1094-C and 1095-C Electronic File (HBP1094C)

The following are the updates to the Create 1094-C and 1095-C Electronic File screen:

Field

Description

Government Agency

Select whether the 1094-C/1095-C electronic filing will be submitted to the IRS (federal) or to a particular state that requires health coverage mandate information reporting from employers. Valid options are:

  • Federal: Select this option if you will generate the 1094-C/1095-C electronic file for submission to the IRS. This is the default option.

  • State: Select this option if you will generate the 1094-C/1095-C electronic file for submission to a particular state. If you select State as the recipient government agency, you need to enter or select the state name from the adjacent drop-down list.

Transmission ID

Enter, or click [image] to select, the unique transmission identifier (UTID) of XML files that have been generated for the calendar year and taxable entity.

This field is only available if the selected State is California and Transmission Type is either Corrections or Replacement.

Field

Description

Test Scenario ID

Enter the test scenario IDs for your annual transmission testing.

Employee ID

Enter the test employee ID to be reported in 1095-C.

Employee Name

This field displays the name of the selected test employee.

 

Print Data Dictionary Report (SYRDD)

Costpoint adds a new HB_XML_DATA_CA table to store the employees’ Record ID and Transmission ID from the generated California XML file. The new table is now included in the Print Data Dictionary Report.

Form W-2 2021 Alignment

The Print W-2s screen was updated so that the W-2 data will be properly aligned when you print on the Form W-2 for 2021.

Form W-2 Box 14 for Reporting COVID Leave Wages

The IRS released guidance, Notice 2021-53, for employers about reporting on Form W-2 the amount of qualified sick and family leave wages paid to employees for leave taken in 2021.

The notice provides guidance under recent legislation, including:

Eligible employers claiming credit have separate reporting requirements for:

Employers must report to the employee the following types and amounts of the wages that were paid, with each amount separately reported either in Box 14 of Form W-2 or on a separate statement:

Amount

Amount Label

The total amount of qualified sick leave wages paid for reasons described in paragraphs (1), (2), or (3) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on January 1, 2021, through March 31, 2021.

In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021.”

The total amount of qualified sick leave wages paid for reasons described in paragraphs (4), (5), or (6) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on January 1, 2021, through March 31, 2021.

In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021.” 

The total amount of qualified family leave wages paid to the employee under the EFMLEA with respect to leave provided to employees during the period beginning on January 1, 2021, through March 31, 2021.

In labeling this amount, employers must use the following or similar language: “emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021.”

Amount

Amount Label

The total amount of qualified sick leave wages paid for reasons described in paragraphs (1), (2), or (3) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on April 1, 2021, through September 30, 2021.

In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021.”

The total amount of qualified sick leave wages paid for reasons described in paragraphs (4), (5), and (6) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on April 1, 2021, through September 30, 2021.

In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021.”

The total amount of qualified family leave wages paid to the employee under the EFMLEA with respect to leave provided to employees during the period beginning on April 1, 2021, through September 30, 2021.

In labeling this amount, employers must use the following or similar language: “emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021.”

Eligible employers who forego claiming refundable tax credits for qualified leave wages are not required to separately report qualified sick leave wages or qualified family leave wages paid to employees to the extent those wages are not claimed as a credit. Furthermore, governmental employers that are prohibited from claiming credits for qualified leave wages are not required to separately report any qualified sick leave wages or qualified family leave wages paid to employees.

If an employer that does not claim credits under these provisions or an employer that is prohibited from claiming those credits erroneously reports sick leave wages or family leave wages to an employee on Form W-2, Box 14, or on a separate statement, the employer must either furnish a W-2c, Corrected Wage and Tax Statement, or provide a corrected statement to the employee correcting the erroneous reporting. The Form W-2c or corrected statement should be sent only to the employee. The employer should not file Form W-2c with the Social Security Administration solely to correct the amount in Box 14.

Attention: For more information, refer to the following:

Note: This enhancement requires PATCH3864.

 

W-2s (ESMELECW2)

The following are the updates to the W-2s screen:

Column

Description

BOX14_CVD_SL1_ARP_CD

COVID-19 sick leave wages paid to the employee requiring care Box 14 description (ARPA)

BOX14_CVD_SL1_ARP_AMT

COVID-19 sick leave wages paid to the employee requiring care Box 14 amount (ARPA)

BOX14_CVD_SL2_ARP_CD

COVID-19 sick leave paid to the employee caring for others Box 14 description (ARPA)

BOX14_CVD_SL2_ARP_AMT

COVID-19 sick leave paid to the employee caring for others Box 14 amount (ARPA)

BOX14_CVD_FML_ARP_CD

COVID-19 family leave wages paid to the employee Box 14 description (ARPA)

BOX14_CVD_FML_ARP_AMT

COVID-19 family leave wages paid to the employee Box 14 amount (ARPA)

The report will not print anything if the corresponding amount is zero or NULL. For example, if the BOX14_CVD_SL1_ARP_AMT column is zero or NULL, then both BOX14_CVD_SL1_ARP_CD and BOX14_CVD_SL1_ARP_AMT will not be printed in the report.

 

Manage W-2s (PRMW2)

You can now edit and save information in box 14 of Form W-2 for the following types of COVID-19 leave wages for payroll year 2021. New screen fields and database columns have been added to allow you to edit and save Box 14 information of the three types of COVID-19 leave wages for leave taken after March 31, 2021, and before October 1, 2021 (under the American Rescue Plan Act).

COVID-19 Leave Wages for 2021

Corresponding Field on the COVID-19 Box 14 Subtask

Sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

Sick leave wages paid to the employee requiring care (updated field label)

Sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

Sick leave wages paid to the employee caring for others

Emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021

Emergency family leave wages paid to the employee (updated field label)

Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

Sick leave wages paid to the employee requiring care for leave taken after March 31, 2021 (new field)

Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

Sick leave wages paid to the employee caring for others for leave taken after March 31, 2021 (new field)

Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021

Emergency family leave wages paid to the employee for leave taken after March 31, 2021 (new field)

 

Create W-2 Table (PRPCW2)

The application adds the ability to process and store the information in Box 14 of Form W-2 for the following types of COVID-19 leave wages:

New database columns have been added to store Box 14 information of the three types of COVID-19 leave wages for leave taken after March 31, 2021, and before October 1, 2021 (under the American Rescue Plan Act).

 

Export Payroll Taxes (PRPEXTAX)

The following three types of COVID-19 leave wages under ARPA are included in the W-2 File (where the Record Identifier is 14) and in the Export Payroll Taxes Report (where the Tax Type is 14).

COVID-19 Leave Wages under ARPA

Source

Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

 

The application retrieves the information from the following columns in the FED_W2_FILE table:

  • Box 14 Code: BOX14_CVD_SL1_ARP_CD

  • Box 14 Amount: BOX14_CVD_SL1_ARP_AMT

Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

The application retrieves the information from the following columns in the FED_W2_FILE table:

  • Box 14 Code: BOX14_CVD_SL2_ARP_CD

  • Box 14 Amount: BOX14_CVD_SL2_ARP_AMT

Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021

The application retrieves the information from the following columns in the FED_W2_FILE table:

  • Box 14 Code: BOX14_CVD_FML_ARP_CD

  • Box 14 Amount: BOX14_CVD_FML_ARP_AMT

Note: Box 14 descriptions should be populated only if the corresponding amount is not equal to 0.00.

 

Print W-2s (PRRW2)

The application now prints Box 14 information for the following types of COVID-19 leave wages:

 

Print W-2 Summary Report (PRRW2R)

The application now prints Box 14 summary information for the following types of COVID-19 leave wages:

 

Print Data Dictionary Report (SYRDD)

The report now includes the new database columns in FED_W2_FILE that were added to store Box 14 information of the three types of COVID-19 leave wages for leave taken after March 31, 2021, and before October 1, 2021 (under the American Rescue Plan Act).


Time & Expense

Meals and Incidentals Rate Update

Certain Expense module applications were updated to reflect changes to Meals & Incidentals (M&IE) rates for 2022. Affected applications include:


Software Issues Resolved


Accounting


Accounts Payable >> Create PO Vouchers from POs/Receipts


Defect 1549612: When you created multiple purchase order (PO) vouchers, Costpoint incorrectly updated the AP_ACCTS_KEY and CASH_ACCTS_KEY columns of the vouchers. This caused the AP_ACCTS_KEY of a vendor on a PO to be incorrectly assigned to a different PO voucher during the creation process.


General Ledger >> Create Purchase Order Accruals


Defect 1539300: You could not enable dynamic tables for the application. To get this action to work, the explicit logic to drop dynamic tables at the end has been removed.


Admin


System Administration >> Compute Cobra Burden Costs


Defect 1544211: After you upgraded to Cobra 8.4, the integration between Costpoint and Cobra no longer worked. This issue was due to the changes in Cobra’s WS API. Code fields have been extended (to 20) and qualifiers are now required to refer to Control Accounts (CA) and Work Packages (WP).

As a workaround, you can complete the following steps:

  1. Update the column headers to match the values in Cobra. For example, change “C8” to “CA.C8”.

  2. Manually load the file in Cobra.

Warning: If have not upgraded to Cobra 8.4 and you apply Costpoint MR 7.1.25, you must upgrade to Cobra 8.4 in order to run the integration between Costpoint and Cobra using web services. If you do not upgrade to Cobra 8.4, you will need to manually transfer data from Costpoint using CSV files.


Framework


Framework


Defect 1539218: Costpoint honored the first security role assigned to a user that had either View Links or Modify Links rights in content management integration for a given content type, instead of honoring all of the security roles assigned to the user.


Materials


Product Definition >> Import Items


Defect 1544456: When you imported a new part using Item (ITM) and you included the Item Product (PRD) in the import file, the Selling Description did not populate as expected.


Production Control >> Manage Manufacturing Orders


Defect 1543375: You encountered a general framework error when you created a work order revision that contained reference parts.


Defect 1550498: When you added a requirement part with a default warehouse and location and did not exist as a requirement to the manufacturing order (MO), Costpoint added backflush information.


Purchasing >> Import Purchase Orders


Defect 1549771: When you used the preprocessor to load a multiple line purchase order (PO) with a line charge in one of the lines, Costpoint calculated the Extended Cost and the Total Line Amount. The Extended Cost was correct, but the Total Line Amount added a value to every line of the PO.


Routings >> Manage Routings


Defect 1539246: When you created a plan revision to a secured part, you encountered a general framework error.


People


Affirmative Action >> Print Training Report


Defect 1492914: The Training Report displayed no values (NULL value) in the Job Category/EEO Code column.


Employee >> Manage Employee Information


Defect 1535396: The screen did not display a validation error when you added a new employee using an existing employee's Social Security Number (SSN). This issue occurred when you enabled Organization Security.


Defect 1547944: When you updated an employee's Contractor flag from Y to N, the application displayed the following error: “The following field is required: Social Security Number.”


Employee >> Transfer Talent Management Data


Defect 1550590: A general framework failure occurred in the integration when a Deltek Talent Management employee record had an invalid birthdate (before 1901). As a workaround, before your run the integration, fix the birthdate of the affected employee record in Deltek Talent Management.


Payroll >> Export Payroll Taxes


Defect 1552483: The application should include employees who have no checks in the current quarter of the year but have checks in the prior quarter of the year in the quarterly file submissions.


Defect 1552487: The calculation was incorrect for the QTD Total Hours (Field 15) and YTD Total Hours (Field 16) in LCEE and LCER records.


Projects


Billing >> Calculate Standard Bills


Defect 1546548: The application was taking too long to complete calculating bills. MSSQL performance tuning has been conducted to improve processing time.


Billing >> Manage Open Billing Detail


Defect 1542787: You received an error stating that the account/organization is not active when:

As a workaround, you can use Manage Accounts, Manage Organization Elements, and/or Link Accounts/Organizations to temporarily activate the record.


Cost and Revenue Processing >> Post Revenue


Defect 1541574: Costpoint did not allow you to post revenue to inactive account/organization combinations. As a workaround, you can run the Redistribute Revenue screen after the revenue is posted to change the process flow.


Defect 1561162: An error occurred while posting revenue if the award fee allocation formula is set to Percent of Costs and the prior period cost resides in an inactive account/organization.


Time & Expense


Expense >> Manage Expense Report


Defect 1547419: Your updates to the Adjustment field for "Per day"' expense types were not reflected in the Over Ceiling field.


Time >> Manage Timesheets


Defect 1535065: When you used the start/stop summary and the UDT10 or charge required a comment, adding a single comment on the charge line still produced an error message stating that a comment is required.


Defect 1550561: On the Start/Stop Times subtask, Charge Lookup performed slowly.


Time >> Manage/Approve Timesheets


Defect 1544783: When you attempted to print 160 or more records, you received an error message.


Other Links

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Costpoint Information Center (CIC)

Costpoint Cloud Information Center (CCIC)


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