Deltek Costpoint 8.0.13 Release Notes (Build 8.0.13.1002)
Welcome to the Deltek Costpoint 8.0.13 Release Notes, which describe the new features and enhancements introduced in this release.
These release notes address all of the modules associated with Deltek Costpoint 8.0.13, 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 all Costpoint systems selected. If a Time & Expense segment exists, the installer searches for the presence of a Time & Expense license in that Costpoint system, and lists any systems for which there is no Time & Expense license.
If a prompt displays, review the list and select the appropriate action:
Using the Apply License utility in the Costpoint DB Wizard, apply a Time & Expense license to the Costpoint system(s) in the list for which the connected Time & Expense segment is not for a stand-alone, external connection that should have a Time & Expense license applied to it.
Any stand-alone, external Time & Expense segments for which a Time & Expense license is not present, or for which the Time & Expense segment is for a Time & Expense 901 system, will not have the MR Time & Expense patches, SPs, or Data Dictionary files applied to them. These Time & Expense segments are marked as External TESS segments.
If all the systems listed are actual stand-alone, external (non-licensed) Time & Expense segments and you want them converted to external segments without applying the MR to them, click OK to proceed.
If you are unsure, please contact Deltek Costpoint Technical Support.
2021 USERRA Make-up Amounts for 2020
You can now select USERRA make-up amounts for 2020 on the Box 12 subtask of the Manage W-2s screen. The Code field lookup now lists the following new Box 12 codes:
Box 12 Code
Box 12 Description
D 20
USERRA 2020 make up elective deferrals to a section 401(k) cash or deferred arrangement
E 20
USERRA 2020 make up elective deferrals to a section 403(b) salary reduction agreement
F 20
USERRA 2020 make up elective deferrals to a section 408(k)(6) salary reduction agreement
G 20
USERRA 2020 make up elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred comp plan
H 20
USERRA 2020 make up elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan
S 20
USERRA 2020 make up employee salary reduction contributions under a section 408(p) SIMPLE
Y 20
USERRA 2020 make up deferrals under section 409A nonqualified deferred compensation plan
AA 20
USERRA 2020 make up designated Roth contributions to a section 401(k) plan
BB 20
USERRA 2020 make up designated Roth contributions under a section 403(b) salary reduction agreement
EE 20
USERRA 2020 make up designated Roth contributions under a section 457(b) plan
2021 Idaho Tax Table Updates
Idaho’s withholding methods were updated by the state tax commission to include the following income tax rate and bracket changes:
The number of income tax brackets reduced from seven to five.
Tax rates have been set from zero to 6.5% instead of from zero to 6.925%.
Upper threshold of the zero-percent tax bracket increased from $12,400 to $12,550 for single employees.
Upper threshold of the zero-percent tax bracket increased from $24,800 to $25,100 for married employees.
The value of a state allowance increased from $2,960 to $3,154.
The supplemental withholding rate decreased from 6.925% to 6.5%.
Attention: For more information, refer to: https://tax.idaho.gov/pubs/EPB00744_07-07-2021.pdf.
To support the state requirements, this release applies corresponding updates to the following screens:
Manage State Taxes
Manage State Tax Withholding Adjustments
Manage State Tax Tables
Note: This enhancement requires patch dbc_800_10656.
2021 Kansas Tax Table Updates
The state revenue department of Kansas updated the withholding methods in the state employer’s guide, which are retroactively effective as of January 1, 2021.
Attention: For more information, refer to:
NOTICE 21-22: https://www.ksrevenue.org/taxnotices/notice21-22.pdf
Kansas Withholding Tax Guide: https://ksrevenue.org/pdf/kw100.pdf
To support the state requirements, this release updates the following screens:
Manage State Tax Tables
Manage State Taxes
Manage State Tax Withholding Adjustments
Manage State Standard Deductions
Note: This enhancement requires patch dbc_800_10661.
2021 Ohio Tax Table Updates
Ohio’s withholding methods were revised effective September 1 to incorporate lowered income tax rates. The new tables take into consideration the income tax rate reductions that went into effect when House Bill 110 (134th General Assembly) was signed into law on July 1, 2021.
To support the updates to the Optional Computer Method, this release adds new tax table records effective 09/01/2021 on the following screens:
Manage State Taxes
Manage State Standard Deductions
Manage State Tax Withholding Adjustments
Manage State Tax Tables
Note: This enhancement requires patch dbc_800_10681.
Labor
Support for 12-Digit Shop Floor Time Transaction ID
Costpoint now supports Transaction IDs from Shop Floor Time that contain up to 12 characters. The column size for the Transaction ID from Shop Floor Time (TRANS_ID) increases from 8 to 12 characters on the Timesheet Line (TS_LN) table. This update prevents errors that occur when the Transaction ID created in Shop Floor Time exceeds 8 characters.
The following applications were updated for this enhancement:
Manage Correcting Timesheets (LDMCTIME)
Manage Timesheets (LDMTIME)
Apply Timesheet Adjustments in Batch Mode (LDPAUTO)
Post Timesheets (LDPLDJ)
Create Retroactive Timesheet Adjustments (LDPRETRO)
Create Reversing Timesheets (LDPREVTS)
Import Timesheets from Deltek Time and Expense (LDPUPET)
Print Timesheet Information Report by Account (LDRAEDIT)
Print Timesheet Information Report by Employee (LDRTEDIT)
Print Timesheet History Report (LDRTHFR)
Accounts Payable >> Approve Checks
Defect 1481537: You encountered an error when you attempted to approve multiple checks.
Workflow >> Approval Workflow Email Messages
Defect 1502070: Workflow completion and rejection emails were sent from the default message ID instead of the message ID assigned to the Workflow.
Contract Management Controls >> Manage FAR Library
Defect 1451728: The process of importing Federal Acquisition Regulation (FAR) and supplemental regulation files into Costpoint now supports special characters and new lines. Note, however, that only the FAR/supplemental regulation Description column/field in the input file is allowed to have special characters and new lines.
Take note of the following guidelines:
Adding
Instruction
Examples
Special characters, double quotation marks within Description
Enclose the whole Description text with double quotation marks.
"special characters #$%"
"Adding these quotes "" within this description"
"Adding these quotes "" and special characters #$% within this description"
New lines
Enclose the whole Description text with double quotation marks.
"first line
second line"
You import FAR/supplemental regulation information into Costpoint via the Import FAR/Supplemental Regulation Files subtask on any of the following screens. Updates to these applications are included in the defects stated below.
Defect Number
Application Name
1451728
Manage FAR Library
1451732
Manage Supplemental Regulations Library
1451723
Manage Contracts
1451726
Manage Subcontracts
Contracts >> Manage Contracts
Defect 1492533: On the Labor Categories subtask of the Team tab, a system error occurred when you deleted records with a labor category ID containing an apostrophe.
Defect 1502453: Due to a bad sender address syntax in the workflow, a system error occurred when the final step of the workflow was executed on the Manage Contracts screen (either Approve or Reject).
Opportunities >> Manage Opportunities
Defect 1490558: An error message displayed when you entered a value with trailing spaces in the ID field on the Opportunity Primes/Competitors subtask of the Team tab.
Defect 1492534: On the Labor Categories subtask of the Team tab, a system error occurred when you deleted records with a labor category ID containing an apostrophe.
External Tools >> CONFIG
Defect 1498710: Saving in the Costpoint Configuration Utility overwrote the Integration Owner value on the Cobra tab. As a workaround, you can manually set the Integration Owner value in enterprise.properties.
Framework
Defect 1291655: A critical system error occurred when you performed any content management integration (CMI) operation with SharePoint in Office 365 Government Community Cloud High (GCC High).
Defect 1491100: When you logged in to Costpoint, the application screen did not default to the saved two-column layout. As a workaround, you can click Apply two column layout to load the saved application preferences, or select No in the Use Auto Position mode field on the User Interface tab in Manage Users. And then, manually adjust the application screens to mimic the two-column layout.
Defect 1493526: Print Options were cleared even though the options were saved in a parameter. You had to apply the Print Options each time you submitted a process via batch to the job server when the affected records were displayed immediately on the screen.
Engineering Change Notices >> Apply Engineering Change Notices
Defect 1489338: When you used the Apply Engineering Change Notices application, the COMPANY_ID was missing from the ROUTING_LN table.
Defect 1493212: When you ran the Apply Engineering Change Notices report, you received the following ECN Exception Report message: “This Manufacturing BOM line conflicts with existing BOM line.”
Procurement Planning >> Manage Request for Quotes by Vendor
Defect 1494933: When you cloned a request for quote (RFQ) with an RQ_ID in the header, the standard text failed to save in the new RFQ.
Production Control >> Enter Manufacturing Order Issues
Defect 1484396: When you reversed an issue where an inventory part was issued to a non-inventory requirement line, you encountered a system error.
Defect 1484811: When you issued a negative quantity against a manufacturing order (MO), you encountered an error.
Production Control >> Manage Inventory Abbreviation Peggings
Defect 1483455: When there are different components or component revisions that have the same component line number, a mismatch occurred between the component part key and the component part ID and revision.
Production Control >> Manage Manufacturing Orders
Defect 1484202: When you created a manufacturing order (MO) with a status of Firm Planned, Released, or In-Shop, and you clicked the Autoload button, the action did not populate the router. It was only populated when you saved the order.
Purchasing >> Create Purchase Order Change Orders
Defect 1493555: When you manually entered a change order number that was out of sequence, the change order number entered was not saved, and Costpoint incremented the previous change order number by one (1).
Receiving >> Manage Purchase Order Receipts
Defect 1488825: Some missing options for the PO Receipt Lines query drop-down list, such as Item, were restored.
Receiving >> Manage Quality Control Inspections
Defect 1493013: When you loaded a receipt ID to perform quality control inspection for purchase order (PO) lines with Other as the charge type, you encountered an error.
Sales Order Entry >> Import Sales Orders
Defect 1494203: When you processed an input file, you encountered a system error.
Affirmative Action >> Print EEO-1 Report
Defect 1493990: The Prior Year Totals column of the Component 1 report displayed incorrect values.
Employee >> Import Employee Data
Defect 1469705: Costpoint did not apply the default compensation plan on imported employee records. The application should use the default compensation plan that was set up for the labor group and labor location on the Manage Compensation Plan Defaults screen.
As a workaround, manually enter the correct compensation plan for the employee on the Manage Employee Salary Information screen.
Employee Self Service >> Retirement Benefits
Defect 1417958: When you selected new retirement plan options/deductions on the Retirement Benefits screen, the corresponding records created on Manage Employee Deductions screen records had a value of 99 in the Priority field.
Defect 1421010: When you added or updated retirement plan options/deductions on the Retirement Benefits screen, the corresponding employee deduction records had blank Priority and Limit fields on the View Deductions screen.
Employee Self Service >> Total Comp/Benefits Statement
Defect 1490058: The screen did not display current elections. The application retrieved records from the HB_EMPL_CURR_ELEC table instead of the HB_EMPL_PKG_ELEC table.
Labor >> Export Data to Deltek Time and Expense
Defect 1491103: When you attempted to export subcontractor groups by manager, and employee groups by supervisor/manager/home org/HR org, the export process did not include future-dated records in the data transfer to Deltek Time and Expense. This issue occurred when you selected the Changes Since Last Download check box in your export setup. As a workaround, you can set up the export process to include the complete data (full download).
Labor >> Manage Timesheets
Defect 1433510: The application should allow you to delete Salary Cap timesheets and Reversing timesheets. As a workaround, complete the following steps:
Clone the Salary Cap timesheet.
Change amounts to offset initial Salary Cap timesheets.
Change the timesheet type to Correcting.
Labor >> Post Timesheets
Defect 1476754: When you run the Post Timesheets process, Costpoint should populate the Hours to Bill field on the Manage Open Billing Detail screen.
Labor >> Print Timesheet Information Report by Employee
Defect 1477245: The Ref 2 field must be repositioned so that the contents of both the Ref 1 and Ref 2 fields display properly on the Timesheet Information by Employee Report.
Leave >> Post Leave Accruals
Defect 1473659: The online help information for Post Leave Accruals should not include LAB_HIST in the list of tables updated by the screen.
Administration >> Configuration Settings
Defect 1496336: The field label Update CER Reporting Tables was changed to Update BI Reporting Tables to reflect current product labeling.
Administration >> Mass Recommit Project Budgets/EACS
Defect 1497365: The screen name Batch Update Project Budgets was changed to Mass Recommit Project Budgets/EACs.
Cost Analysis
Defect 1496913: Top Level and Level Down reports displayed null values.
New Business Budgeting >> Create Project Budget from New Business Budget
Defect 1493139: When you tried to create a project budget with no associated revenue, you received an error message after attempts to validate the revenue account failed.
Organization Budgeting >> Audit Budget Group Details
Defect 1488677: On the Audit Budget Group Details subtask, the format "Burdened Cost" displayed the total Burden under only one pool number, when it should have displayed all pools and cost information and a consolidated line for the total.
Project Budgeting >> Project Budgets/EACs
Defect 1487300: Performance issues such as slow processing times occurred when you worked on large indirect budgets.
Defect 1488565: The Burden calculation failed to calculate after tier 1 pools when the base amount was not part of the next pool tier base.
Defect 1494231: When using ETC or EAC revenue formulas, with Use Fixed Revenue as Total Revenue selected, revenue could not be calculated unless you manually entered Fixed Revenue into the budget.
Advanced Project Budgeting >> Mass Add Project Budgets
Defect 1458847: The Autoload button did not work when you selected All in Template Project Budget.
As a workaround, you can select Range in Template Project Budget and indicate the first and last projects that should be included in the range.
Billing >> Calculate Standard Bills
Defect 1358726: When you used the Consolidated Standard/Retro Billing Options group box, Costpoint allowed you to enter and save a non-existent period in the Period For Rates field in the Include One Prior Fiscal Year option.
As a workaround, enter a valid period and recalculate bills.
Defect 1362428: Calculate Standard Bills was not correctly picking up withholding codes when you selected the Current Activity Only check box and you ran this application for more than one bill.
As a workaround, you can calculate for a single invoice project at a time.
Defect 1415638: A system error occurred upon running this application given the following setup:
A Sales Tax Code value was entered on the Manage Unit Usage screen.
Incremental was selected in Basis for Pricing on the Item Linkage subtask of the Manage CLIN Information screen.
As a workaround, you may opt to set up tax using Manage Project Sales Tax Setups, and do not enter a Sales Tax Code in Manage Unit Usage.
Billing >> Manage Milestone Percent Complete Bills
Defect 1479495: Costpoint updated the TIME_STAMP value in the MILESTONE_INVC_LN table for all milestone invoice lines when you added new lines in the application.
Billing >> Post Milestone Percent Complete Bills
Defect 1414604: The application was skipping a posting sequence number.
Billing >> Reverse Previous Bills
Defect 1412212: The following error occurred when you tried to manually reverse invoices for a project with more than 64 different customers: "java.lang.ArrayIndexOutOfBoundsException: 64."
NASA 533s >> Create NASA 533 Report Tables
Defect 1447823: On the NASA 533 Quarterly Report, the Next FY column label and values were incorrect since the current fiscal year values were already included in the two columns before it (Quarter and Balance of FY). The Balance of Contract values were also incorrect.
As a workaround, you can manually correct the label and values when you print the report in PDF, Microsoft Excel, or Microsoft Word.
Project Setup >> Import Project Master Data from Templates
Defect 1486369: A system error occurred when you tried to preview or print the Quick Project Information Report.
Project Setup >> Manage Project User Flow
Defect 1412206: The Account Group Allow Edit check box value did not flow down to the lower levels of the project.
Defect 1455724: When you clicked the Load Defaults button for an existing project, the system removed the L1_PROJ_SEG_ID value from the PROJ table.
As a workaround, you can run the Check and/or Rebuild Project Segment IDs utility to recover the segment ID value.
Defect 1462950: The Customer Allow Edit check box value did not flow down to the lower levels of the project when you created multiple child projects without saving.
Defect 1496911: You received the following error message when you changed the Export Project value on a project: "Opportunity Does not Exist."
Subcontractor Management >> Manage Work Assignments
Defect 1462216: When you clicked the Auto Load Workforce button on the Vendor Employees subtask within the Charges subtask, Costpoint did not load the rate for the vendor employees.
Defect 1466032: Costpoint allowed changing of the labor rate even if there were already posted invoices for the work assignment, charge line, and/or resource.
Business Intelligence >> Business Intelligence
Defect 1496211: An error occurred when the AR Aging Report was generated and Customer was used as the primary grouping sort. As a workaround, you can use the legacy version of the AR Aging Report, though it is unsecured.
Defect 1500407: Labor Suppression was not applied in the following fields on the secured Planning model even if model security was turned on:
ITD Budget Amount
ITD Budget Burden Amount
ITD Budget Revenue Amount
YTD Budget Amount
YTD Budget Burden Amount
YTD Budget Revenue Amount
EAC ITD Amount
EAC ITD Burden Amount
EAC ITD Revenue Amount
EAC YTD Amount
EAC YTD Burden Amount
EAC YTD Revenue Amount
Defect 1500409: The Age Bucket column headers on the AR Aging Report were not updated based on the selected range on the prompt screen. The report is associated to the secured Accounts Receivable model.
Defect 1500410: There was a join issue in the Inventory Transaction area of the Manufacturing package of the secured Materials model.
Defect 1500413: The key fields in the secured Materials model were hidden.
Expense >> Expense Report
Defect 1502367: When employees tried to submit expense reports that were initially submitted by others on their behalf, an error occurred.
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