Deltek Costpoint 8.1.33 Release Notes (Build 8.1.33.5001)

Welcome to the Deltek Costpoint 8.1.33 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 8.1.33, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.

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 your company or system supports Pick and Choose, refer to the Downloading and Deploying Pick and Choose Hot Fixes section of these release notes for more information.

If you do not support Pick and Choose, you may ignore the deployed and dependent files listed in this document. Updates are still packaged as cumulative releases for MRs.

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.

Using These Release Notes

Use the following guidelines in navigating through this page:

• Table of Contents: Links to the different sections of the Release Notes are indicated at the top. Click the link to jump to a specific section of the page.

• Search: To search for a specific application, keywords, or phrases within this document, press CTRL+F (Windows) or COMMAND+F (Mac) on your keyboard, and then enter your search words.

For example, you may enter the application name (Manage Project User Flow), the application ID (PJMBASIC), or the hot fix ID number (pjmbasic_001) to quickly locate the specific description for that item.

• Return To Top: This link displays at the bottom right of the page. Click this link to navigate back to the top of the Release Notes.

Print These Release Notes or Save as PDF

You can print these release notes or save this page as a PDF. Do one of the following actions:

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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.

Downloading and Deploying Pick and Choose Hot Fixes

If your company or system supports the Pick and Choose deployment model, see the following document for instructions on downloading and deploying the Deltek Costpoint 8.1 individual Pick and Choose hot fixes: Deltek Costpoint 8.1 Deploying Pick and Choose Hot Fixes

Note: The Build Deployed In and Dependent Files lines are included in every defect description under the Software Issues Resolved section. These indicate the files that you need to install to apply the fix for the defect. For Regulatory Enhancements and Enhancements, required files are listed towards the end of the feature description. 

Checking if the Hot Fix is Installed

Follow this procedure to see if the hot fix is correctly installed:

1. Open the application that was updated.

2. Click Help » About from the Costpoint global menu. This will display a screen that shows you the latest hot fix files applied to the application that is open.

Checking if the Feature is Installed

Follow this procedure to see if the feature is correctly installed:

1. Click Help » About from the Costpoint global menu.

2. Open the Features subtask and click the feature that was just installed.

3. Open the Libraries subtask. Check the list of libraries and see if they are correct and have been successfully deployed.

4. Open the Patches subtask. Check the list of patches and see if they are correct and have been successfully deployed.

Custom Programs Affected

Sometimes, an update can cause custom programs and reports to stop working as expected. Before applying an update, consider whether you have any custom programs or reports in the application area affected by the update. If so, contact Deltek Support Center at https://deltek.custhelp.com before you install the update.

Accessing Deltek Support Center

If you need assistance installing, implementing, or using Deltek Costpoint, you can access Deltek Support Center through the following:

1. Go to https://deltek.custhelp.com.

2. Enter your Deltek Support Center Username and Password.

3. Click Login.

Note: If you forget your username or password, you can click the Login Help? button on the login screen for help.

Defect 2168212: You were unable to access this screen because Costpoint incorrectly required an Intercompany Work Order add-on license to grant access to the screen. This issue also affected the following screens:

• Create/Delete Intercompany Receivables

• Purge Intercompany Receivables

• Post Intercompany Receivables

• Print Intercompany Receivable Edit Report

Defect 2144166: When you navigated between records in the Multi-New Business Budget Consolidation (Revenue/Cost) application, the system could enter an indefinite loop, leading to out-of-memory errors.

Default 2146441: When you invoked the PRPSPRE_RPT Report with a JSON Web server, an error occurred.

Defect 2162302: When you tried to update more than 1000 queried records using the Find/Replace function, Costpoint froze.

Defect 2169558: When you entered revision changes in the ECN, the application loaded the Make/Buy from Company 1 instead of the active company.

Defect 2155059: When you attempted to adjust the quantity to move inventory out of the outgoing abbreviation, it was not possible.

Defect 2153942: When you tried to add serial numbers using the Manage Serial Lot utility, items marked as "Y" for a serial number displayed an error stating that the part does not require a serial number. This issue was related to B2B and could also be replicated if Validation Frequency was set to Application.

Defect 2176667: When you processed Firm Material Requirements Planning Planned Orders (MRPFPO) interactively to generate requisitions, you encountered an error. The issue occurred when two or more users processed MRPFPO using the same requisition at the same time.

Defect 2156184: When you modified the NAICS business size before creating a change order, the application changed the SBA standard size.

Defect 2167356: When you used the application, it automatically incremented the PO_LN_ACCT.SUB_KEY table. This issue occurred only if the PO line had an associated inventory abbreviation. If you attempted to delete an existing row and insert a new row on the Accounts subtask (that is, change the inventory abbreviation to a different one), it created a new incremented subkey. This applied to all PO line types. 

Defect 2158986: In the Web Integration Console (WIC), you encountered an error when you tried to split a lot number to accepted and rejected records using two rows on the Serial/Lot Info subtask. 

Defect 2138503: When you added standard text to a line with a different line key, the standard text did not print on the sales order (SO) acknowledgement. This issue prevented customers from printing some line text that may have been critical to the specific line of the SO. The temporary workaround before the fix was to enter notes.

Defect 2164981: When you deleted multiple employee records, the application only deleted the pending bank account records for the last-deleted employee. This left orphaned EMPL_BANK_PEND_LN records. 

Defect 2169350: Security enhancements were made to Employee Self Service (ESS) reporting and access controls.

Defect 2180252: When you entered a record on the Direct Deposit screen, a system error stating "The INSERT statement conflicted with the FOREIGN KEY constraint" displayed.

Defect 2180251: When you entered a record on the Direct Deposit tab, a system error stating "The INSERT statement conflicted with the FOREIGN KEY constraint" displayed.

Defect 2162287: When you selected the Display and print only the last 4 numbers of SSN checkbox on the Manage Taxable Entity Settings screen, the entire SSN still printed.

Defect 2163722: When you imported the work schedule for the current year, the system cleared the work schedule from previous years.

Defect 2156805: When you reconciled leave by employee, the Ref1 and Ref2 fields in the GL_DETL table were not populated for true up adjustments.

Defect 2160583:  The Reconcile Leave Balances process created an out-of-balance GL posting when the following scenario occurred:

• Only used leave with no leave accruals were posted for an employee.

• A change in the employee's home organization and salary occurred.

Defect 2095645: For Iowa, Costpoint recalculated the corresponding W record of the B record based on regular check rates instead of supplemental tax rates.

Defect 2174485: When an employee had fringe detail on the Contribution subtask, a system error occurred.

Defect 2175932: When you clicked Recalculate with multiple records of different types (V, W, X and R), a system error displayed.

Defect 2156449: When you generated a report for checks dated before 01/01/2024 and after 06/30/2025, the application did not populate all Overtime Pay Type amounts. This issue impacted Alabama employers.

Defect 2162295: The revenue reported in Profit & Loss by Account did not match the revenue in Budget/Outlook - Revenue Analysis.

Defect 2166728: You encountered a system error when saving a Working budget after uploading project revenue and project labor changes.

Defect 2124928: The report did not display the correct rollup totals for revenue adjustments.

Defect 2175846: When you ran this application, you encountered a performance issue with the SQL query.

Defect 2146612: You encountered a performance issue when running the Post Revenue screen.

Defect 2156443: You encountered a performance issue when you ran this application interactively.

Defect 2158436: When you ran this application for an unbilled account that was not linked to the project’s performing organization, you did not encounter an error message, and Costpoint completed the process.

Defect 2128037: You experienced slow performance when you ran this application.

Defect 2159588: When class was set to quarter increments, the calculated value in the subtask and sign process validation were not using the same rounding calculation, causing an error.

Defect 2185015: After you recorded one hour of overtime, you received an error message indicating that the regular hours requirement was not yet met, even though you had already recorded 40 hours.

Defect 2092935: When there were multiple correction requests pending approval, some records were unresponsive after you clicked the Approve or Reject buttons.

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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