Deltek Costpoint 8.1.31 Release Notes

Welcome to the Deltek Costpoint 8.1.31 Release Notes, which describe the new features, enhancements, and software corrections introduced in this release.

These release notes address all of the modules associated with Deltek Costpoint 8.1.31, 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 send an email to DeltekDocumentationFeedback@deltek.com.

Note: The Build Deployed In and Dependent Files lines for defects and the list of required files included in enhancement descriptions are meant to support the Pick and Choose deployment model. If you have already installed the latest MR, you do not need to install the lower MR versions listed in the defect/enhancement; updates are still packaged as cumulative releases for MRs.

Costpoint Business Intelligence 8.1.18+ and Cognos Analytics with Watson

Costpoint BI 8.1.18+ is compatible with Cognos Analytics with Watson 11.2.4 only. If you are leveraging Cognos Analytics 11.1.7, the highest version of Costpoint BI MR that you can apply is Costpoint BI 8.1.17. Note that you can continue to apply the Costpoint MRs beyond 8.1.17, regardless of which Cognos version you are deploying. Costpoint and Costpoint BI MRs are independent of each other.

Update W-4 Information of Iowa Employees for 2024 Filing

Important: This action is required if you have Iowa Employees. 

Iowa revised the IA W-4 (Employee Withholding Allowance Certificate), resulting in a change to the way an employee’s Iowa withholding credit information is determined. Rather than requesting the number of allowances an employee would like to claim, the IA W-4 now requests a dollar amount.

To accommodate the employee setup, updates made in Costpoint MR 8.1.28 included the following:

• A new Credit Amount field was added to the Manage Employee Taxes screen and the Taxes subtask on the Manage Employee Information screen, allowing payroll administrators to enter the Total Allowance amount from Line 6 of the IA W-4.

• A new Credit Amount field was added to the Costpoint Employee Self Service (ESS) State Withholding screen, allowing employees to enter the total allowance amount they would like to claim.

In Costpoint MR 8.1.29, the Iowa state withholding computation was updated so that an employee’s credit amount will be based on the Credit Amount field on the Manage Employee Taxes screen, rather than the Number of Credits field. If your Iowa employees have not already reviewed their Iowa W-4 information you should instruct them to do so before computing payroll. Costpoint Payroll customers with Iowa employees should do the following:

• Costpoint Employee Self Service (ESS) customers:

• Update the Web Address or Notes field on the Configure State Tax Settings screen with a link to the latest IA W-4.

• Instruct your Iowa employees to review their Iowa W-4 Credit Amount on the ESS State Withholding screen and update as needed using the following steps:

1. Go to People » Employee Self Service » Payroll and Benefits » State Withholding.

2. Populate the Credit Amount with the total allowance amount from line 6 of your 2024 IA W-4.

3. Click Save.

• Costpoint customers not using Costpoint ESS:

• Instruct your Iowa employees to file an updated W-4 using the 2024 IA W-4 form.

• Use the completed IA W-4 form to update the employee’s tax setup on the Costpoint Manage Employee Taxes screen or the Taxes subtask on the Manage Employee Information screen.

It is important for Iowa employees to update their IA W-4 information before payroll is computed in Costpoint MR 8.1.29 or a higher version since the Iowa tax withholding computation will be updated in those versions. If you upgrade to one of those versions and an Iowa employee has not yet updated their Iowa W-4 information, their credit amount will be 0.00 and may result in a higher withholding amount than expected.

Update Iowa Setup in ESS Configure State Tax Settings

Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.1.29 applied the following:

• Added new HEAD OF HOUSEHOLD filing status

• Changed the description for the SINGLE filing status from "Single" to "Other"

• Changed the description for the MARRIED filing status from "Married" to "Married Filing Jointly"

If your employees use Costpoint Employee Self Service (ESS) to update their state tax information, Deltek recommends you assign the new HEAD OF HOUSEHOLD status to Iowa on the Configure State Tax Settings screen and update the filing status descriptions for the MARRIED (Married Filing Jointly) and SINGLE (Other) filing statuses to be consistent with the 2024 IA W-4.

Print These Release Notes or Save as PDF

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Defect 2106701: When you approved checks for a single Pay Vendor/Cash Account Description combination and the vendor had multiple cash accounts and did not have the Sep Chk checkbox selected on the Edit Voucher Payment Status screen, Costpoint approved checks for all cash accounts linked to the vendor.

Defect 2125649: You encountered an error when you imported vouchers. This occurred because another user was manually entering vouchers while the import processing was running.

Defect 2098646: When you entered the PO Number of a blanket PO which had previous releases that were voided or deleted, you encountered an error.

Defect 2105497: When you updated beginning balances for multiple companies, Costpoint correctly updated the records for the first company in the GL_CRNCY_BALANCES table. However, the records for the subsequent companies were incorrect.

Defect 2015788: The following applications were available even if the user is not licensed for CTM (CRM & Contracts):

• Print Contracts by Administrator Report (CNRADM)

• Print Opportunity Current Pipeline Report (OPRCPL)

• Print Vendor COI & NDA Expiration Report (CNREXP)

• Print Contract Vehicle Report (CNRVEH)

These screens were also available even if the user is not licensed for IW (Inter-Company Work Orders):

• Create/Delete Intercompany Receivables (GLPINTER)

• Print Intercompany Receivable Edit Report (GLRINTER)

• Post Intercompany Receivables (GLPPTER)

• Purge Intercompany Receivables (GLPPINTR)

Defect 2106864: In the E-Mail extensibility plug-in, you could not remove the CC field values in the Email Plug In.

Defect 2120817: You received a a critical error when you tried to create a budget on the Project Budgets/EACs screen.

Defect 2126421: After you upgraded from version 8.1 to 8.2, clicking the Query button on the application toolbar did not open its window.

Defect 2134232: Certain queries in certain applications caused the WebLogic server to shut down with an "out of memory" error.

Defect 2116722: The internet browser spammed the server with resubmit requests after a report/process ran longer than 55 minutes.

Defect 2112138: When you added a new line in the UI or via the Web Integration Console (WIC), set the non-default scrap percentage, and then saved the record, the scrap percentage changed back to the default value. However, when you changed the scrap percentage on an existing line, it saved successfully.

Defect 2120937: When you tried to issue to Project/Account/Org with a reservation ID, you encountered the following error message: The issue quantity for this allocated line cannot be greater than the allocated quantity.

Defect 2114528: When you entered a quantity adjustment into stock for an outgoing only and inactive abbreviation, Costpoint allowed you to do so instead of displaying an error or warning.

Defect 2115820: When you did a physical count and counted a serial number that was in the count for one location but counted in a different location, Costpoint displayed an error saying that the serial number already exists.

Defect 2127089: When you generated parts with multiple order policy with a manufacturing order (MO) requirement, and a safety stock, Costpoint generated orders for both requirements when one order satisfied both.

Defect 2092006: When you created a requisition, Costpoint rounded off the item cost. 

Defect 2124081: When you generated parts with multiple order policy with a manufacturing order (MO) requirement, and a safety stock, Costpoint generated orders for both requirements when one order satisfied both. 

Defect 2099291: When you generated multiple requisitions to one purchase order (PO), the PO header total was overstated because the application added a total line amount for lines greater than PO line 1. 

Defect 2112147: You were unable to import a CSV file with a GFM abbreviation, and you encountered the following error: "This account is not part of projects account group."

Defect 2099305: When you used the Load Taxable process from the Action Menu, the process did not update the line costs or the allocated costs correctly on all lines. 

Defect 2106603: When you created a requisition in the application, Costpoint rounded off the item cost. 

Defect 2109438: You encountered a critical system error when you printed a requisition with an apostrophe (') in the vendor name. 

Defect 2112144: When you created a requisition in Firm Material Requirements Planning Planned Orders, Costpoint rounded off the item cost.

Defect 2104524: When you accessed the application and there was a part with multiple revisions, the screen to select the manufacturing order (MO) displayed the description of the first part revision but not of the listed part. 

Defect 2099314: When you tried to use the Reverse Transaction feature in a manufacturing order (MO) issue and the Allocated Inventory was enabled on the original MO, you encountered a system error.

Defect 2109149: You were unable to reverse a MO Issue because the WIP Variance Year End error message validating the MO against another Company ID where a Year End WIP Variance journal entry exists.  This only affects multi-company users.

Defect 2109321: When you checked the rejection reason code and disposition you entered in Manage MO Quality Control Inspection Results on the Manage MO Operation Completions, the rejection disposition and rejection description did not match the rejection reason and rejection disposition. 

Defect 2105028: When you clicked New and went to Receiving & Inspection tab, the Drop Shipment was not visible on the purchase order (PO) line. This happened to users without the Sales Order (OE) license. 

Defect 2109124: In Web Integration Console (WIC), when you inserted a purchase order with a delivery schedule, Costpoint did not display an error message even though the PO line quantity did not match the total quantity in the delivery schedule.

Defect 2107042: Requisitions for two companies displayed in the application for both companies. 

Defect 2105033: When on Table view, the label Open Quantity and Open Amount were displayed as Open for both columns. 

Defect 2063927: Purchase order (PO) with amount only allowed overreceipts and did not validate against the overshipment settings.

Defect 2114592: When you entered an invoice and clicked Preview, Costpoint allowed an out-of-balance sales journal post.

Defect 2112577: When you were logged in as a supplier in Supplier Portal, processed a request for quote, and then clicked the Generate Quote button, you encountered a system error.

Defect 1970092: If you used a user-defined file format that included required fields only and set the Deletion Indicator to Null (CSV Format)/Blank (Fixed/ADP Format), the application marked the non-required fields for deletion.

Defect 2102636: A system error displayed if you selected a new beneficiary before selecting a new coverage. This occurred on the following tabs:

• AD&D

• Sup Life

• Sup AD&D

• Travel

• Accident

The screen should not allow you to select a new beneficiary until a new option is selected from the Select New Coverage Level subtask.

Defect 2122159: When you deleted an existing record where the coverage option was DEP CVG, the system did not delete the dependent election. As a result, when you manually entered a new record for the same benefit plan, the screen displayed an error that indicated that the record already exists.

Defect 2122175: When you deleted an existing record where the coverage option was DEP CVG, the system did not delete the dependent election. As a result, when you manually entered a new record for the same benefit plan, the screen displayed an error that indicated that the record already exists.

Defect 2112904: A fatal error displayed when you attempted to print or preview the report. This occurred when more than one Labor Only timesheet and Regular timesheets with the same sequence number were being adjusted retroactively for the same date.

Defect 1974253: Added or deleted MO and Routing Links were not printed on the report when:

• The Create CSV Export Files for Base/Link Tables checkbox was not selected.

• File Location was not specified.

• Costpoint and Deltek Time and Expense used a direct interface.

Defect 2091459: When you re-autoloaded manufacturing order (MO) operations and then ran the export process, the following ADMUDT02 flags in Time and Expense were set to N instead of Y:

• UDT07 Required Flag

• UDT07 Link Flag

Defect 2126998: The Post Timesheets application did not populate the Effective Bill Date column on the GL_DETL table if the timesheet line did not have a project.

Defect 2107018: An incomplete message displayed on the error report if an employee was assigned a local tax that was not properly set up as of the check date. In order to calculate the taxes, local taxes must be set up for the assigned locality code. It should also include an effective date that falls on or before the check date being processed.

Defect 2063632: The following note in the report contained a typographical error: "At least one W-2 with negative amount(s) has been created. Please verify and, if necessary, adjust in the Manage W-2s screen." 

Defect 2108251: This application has been updated to display a warning message informing users if the selected W-2 Box 14 Usage line is already assigned to another locality or deduction.

Defect 2109590: A system error occurred when you saved a Z record with a labor amount that was not a whole number.

Defect 2107356: The screen did not display a warning message if the W-2 Box 14 Usage line was already assigned to another deduction or locality.

Defect 2110104: The screen allowed you to enter Box 14 descriptions of up to 12 characters. Box 14 descriptions should be up to nine characters only.

Defect 2107817: A system error occurred when you recalculated an X or Y record where an employee had no salary record. Instead of the system error, a validation message should be displayed to inform you that the employee has no salary record.

Defect 2120868: A system error occurred when you recalculated and saved a record. The error message indicated the following: "WH_STATE_CD is null."

Defect 2121330: The Manage W-2Cs screen did not display the Suffix field. The Suffix field should be displayed on both the Manage W-2Cs screen and Manage W-2s screen.

Defect 2107363: The report printed the Taxable Entity Totals for the Gross Amount, Subject Amount, Taxable Amount, and Excess Amount columns. It should print the Taxable Entity Totals for the Amount Withheld and Amount Accrued columns only.

Defect 2121599: The report displayed incorrect data for check dates in 2023. It displayed salaried employees when it should display hourly employees only.

Defect 2109754: When you selected the Blank Stock/Plain Paper W-2 (Saved as PDF Files) option in the Paper group box, the report displayed unnecessary zeroes (0.00) in boxes 12, 14, 18, and 19. 

Defect 2103006: When you committed budgets, the Business Intelligence (BI) tables took a long time to update. To improve this, a new When to update BI Reporting Tables setting was added to the General tab of the Configuration Settings application (Administration » Administration Controls).

Prior to this update, tables were refreshed during the commit process, as well as when the refresh process was run from the Report Table Update Process application. This new setting allows you to update the BI tables only during the refresh process. Options include:

• Commit/Refresh Job: This is the default option. Leave it selected if you want to continue updating the BI reporting tables both during the refresh process and when budgets or EACs are committed.

• Refresh Job Only: This option reflects new functionality that enables you to update the tables only during the refresh process and not when budgets or EACs are committed.

• Off: This non-editable option displays only if Update BI Reporting Tables is selected as No.

Defect 2121722: During refresh of the EREPORT_PROJ_DETAILS table, pending burden and revenue amounts were not updated.

Defect 2117601: When you created a top-level outlook based on the last closed period, fringe vacation costs nearly doubled in the outlooks for prior closed periods. This issue caused the forecasted fringe rate to increase by more than 6.5%, which in turn affected the accuracy of P&L reporting and forecasting.

Defect 2098138: When you clicked the Action Menu icon, the Post Forward Rates to Budget option did not display on the drop-down list.

Defect 2062321: On the Revenue Analysis tab, the amount in Revenue was not attributed to the Owning org.

Defect 2085325: You encountered slow system performance when you created, committed, or approved budgets or EACs in an Oracle environment.

Defect 2096701: The values from Rate Table C (Project Labor Categories) in Manage Rate Sequence Orders (Projects domain) were not used to calculate revenue for a project budget or EAC. As a workaround, enter a PLC rate manually for the line item in the project budget or EAC to calculate the correct revenue.

Defect 2102199: When the date of the last closed period was the same as the budget end date, the last period on the Analysis by Period subtask displayed a Raw Cost value of zero even though hours existed for that employee within that same period.

For Pick & Choose deployment: If you choose not to apply this hotfix, as a workaround, create an EAC based on the budget and extend the end date one more period.

Defect 2113252: You encountered issues when creating, committing, and approving an EAC for a project that already had 10 or more approved EACs. To prevent this problem, the backend field (BGT_COUNT) that indicates the number of approved EACs, previously set to one character only, was expanded to five characters.

Defect 2116590: You encountered slow system performance when large budgets or EACs were loading.

Defect 2115187: The amounts calculated as Pending for the Indirect Cost lines did not reflect the burden ceiling values that were set in Manage Burden Cost Ceilings (Projects Domain).

Defect 2105450: When you added a resource assignment and entered a project with no existing budget, the Project ID did not display in the Budget ID lookup until after you checked the project on Project Budget Status screen.

Defect 2106518: When you posted units usage more than once in a period, Costpoint duplicated the values on the Current Number of Units field on the Manage Allocation Journals screen. This issue occurred because reference numbers were not included in the ALLOC_BASIS_JNL table when posting units usage.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can manually adjust the pool allocation journal or leave the REF00001 field blank on the Manage Unit Usage screen.

Defect 2090913: You encountered a performance issue when running this screen.

Defect 2091003: You experienced slow performance when you ran this application.

Defect 1953174: When the timesheet class changed in the middle of a pay period, and the user did not open the timesheet because it was assigned to a proxy, the rules of the new timesheet class were not applied to the timesheet table.

Defect 2119925: When results included records for both new hires and rehires, you received an error when granting access to Time & Expense.

Defect 2105143: After you imported a VCF40 file with an invalid expense date, you received the following error message: "ORA-01400: cannot insert NULL into ("TC_0002"."IMPORT_BATCH_EXP_EDIT_DETAILS"."LINE_DT")"

Defect 2099295: When you selected BGN (Bulgarian) for the Currency code, Time & Expense incorrectly set the ISO Number Code at 100 instead of 975. During import this error caused the transaction to default to US Dollars (USD).

Defect 2104530: Sending workflow email using async mail interface was added to improve Expense Report management.

Defect 2105305: When you launched an approval task but only updated the Notes tab before saving (that is, you had not approved or rejected the timesheet), the task was removed from your home dashboard.

Defect 2120051: When a search was performed with Include Missing selected, an excessive amount of temporary space was used if a large number of timesheets were missing.

Defect 2105040: When you set a timesheet class to not display the UDT01, charge lookup by description led to an "ORA-00942: table or view does not exist" error.

Defect 2110133: When you timed out at 11:59 AM, it immediately changed to 1:00 PM when you selected a different field.

Defect 2128009: When overtime hours were set to not include holidays, the timesheet validations failed. 

There are no security enhancements or security issues addressed in this release.

Database Change documents detail data dictionary changes from one release to the next. To see the Database Change document for this MR, refer to 8.1.x Data Dictionary Updates.

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