Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now offers an automated and efficient solution for correcting 1099 forms for calendar year 2023 or later. With this new 1099 corrections feature, you can effortlessly generate and track 1099-MISC and 1099-NEC corrections directly within the software. This streamlines your correction handling process, enhances accuracy, and minimizes the risk of errors.

The automated correction feature eliminates the need for manual marking of correction boxes and physical form submissions, providing significant time savings and reducing the potential for human error. 

An electronic file upload capability for corrections ensures that records are processed efficiently with the IRS system, further enhancing accuracy and convenience. This is available for corrections that affect either only federal reporting or both federal and state reporting. If the corrections apply only to the state level, you must create printed forms and send them directly to the state.

In addition, when you generate 1099 corrections, Costpoint automatically detects the required correction type. Whether it’s a one-transaction correction, two-transaction correction, or a combination of both, Costpoint handles all seamlessly.

Note: For more information on 1099 corrections, see the Corrected Returns section of IRS Publication 1220.

Multiple screens in Costpoint Accounting have been enhanced to support this feature.

 

Create 1099 Information (APP1099C)

The new Record Type group box is now available on this screen, offering two options, 1099s and Correcting 1099s. Use the options to indicate whether you are creating an original 1099 or a correcting 1099. 

The Record Type group box also has the Recreate 1099s checkbox. Select this checkbox to overwrite 1099 information previously created for a taxable entity or pay vendor. This works for both original and correcting 1099s.

If you select 1099s, Costpoint proceeds with the existing functionality for creating 1099 information.

When you select Correcting 1099s, Costpoint sets the Option fields for the Taxable Entity and Pay Vendor to One and disables the End fields. This ensures that you can only create a correction for one taxable entity and pay vendor at a time, making it easier to determine if a correction has been previously made for a taxable entity or pay vendor.

After you set parameters and initiate the creation process for correcting records, Costpoint compares the newly generated correcting 1099 with previously created 1099s. It matches the following details:

• Taxable Entity

• Calendar Year

• Pay Vendor

• Cash Organization

• Company ID

If a match is found, Costpoint inserts the correcting 1099 information into the new VEND_1099C and VEND_1099C_STATE tables. This ensures that correction information is stored separately from the original 1099 data, maintaining the integrity and organization of your records.

After you create a correcting 1099, you can easily track or make changes to that record by accessing the Edit 1099 Correction Information screen.

 

Edit 1099 Correction Information (APM1099C)

The new Edit 1099 Correction Information screen has been added to Costpoint to allow you to view, edit, add, delete, and accept correcting information for previously created 1099 records.

Costpoint retrieves correcting 1099 information from the VEND_1099C and VEND_1099C_STATE tables and updates those tables with any modifications you make here.

You can use this screen to enter or modify the Taxable Amount, Address Code, and Foreign Address for a pay vendor. However, if you add new correcting information, you must also select a Pay Vendor, Cash Organization, and 1099 Type.

On the State Detail subtask, you can view, enter, or modify amount corrections to state tax records of each pay vendor.

Because this screen is available only by querying the above-mentioned tables, you must have already created correcting 1099 information on the Create 1099 Information screen. After correcting information is created, use this screen to edit it as many times as necessary.

When you finish making changes, you can then print the 1099 Correction Edit Report as a final check on your correction information. Make sure that you complete all edits before you print forms or create a magnetic media file for the corrections.

Once the correction information is final, use the Print/Create 1099s and Magnetic Media screen to produce 1099 printed forms or magnetic media files.

After you have printed forms or created the magnetic media file, use the Edit 1099 Correction Information screen to accept the correction records and disable them from further modifications.

To accept corrections, select the records in the Edit 1099 Correction Information Detail table window. You can select multiple records at once, as long as they belong to the same 1099 form type. Ensure that you select either only records reported under 1099-MISC or only those under 1099-NEC.

Once done, click Accept Corrections in the drop-down list of the Default Action button. This finalizes the correction information, saves it to the VEND_1099 and VEND_1099_STATE tables, and selects the Accepted checkbox for the record. Accepted records will no longer be available for creation of printed forms or magnetic media files on the Print/Create 1099s and Magnetic Media screen.

If you need to enter new corrections to an already accepted correction record, use the Create 1099 Information screen to create a new correction record for it.

 

Print 1099 Edit Report (APR1099E)

The Print 1099 Edit Report screen now has new fields and options to support the inclusion of correction records in your printouts when you generate a 1099 Edit report, providing ease in tracking and reviewing your 1099 corrections. 

A new Print Corrections checkbox has been added to the Print Options group box. When you select this checkbox, Costpoint extracts correction information entered on the Edit 1099 Correction Information screen and prints them on the report.

This feature is available for printing reports with or without state amounts.

When you select the Print Corrections checkbox, Costpoint disables the Include Vendors where payments are below the reportable amount checkbox and automatically includes all amounts, including those below the reporting threshold, in the printout. In addition, selecting Print Corrections will change the report title from 1099 Edit Report to 1099 Correction Edit Report.

A new Print Corrections field has also been added to the report cover page to indicate if the report includes corrections.

A new sorting option, 1099 Form, has also been added to the 1st Sort drop-down list of the Sort By group box. When you select this option, your report records will be organized first by 1099 form type, then by Vendor ID, and finally by Taxable Entity.

In the Optional Page Break group box, a new At 1099 Form checkbox has been added. This allows you to insert page breaks between 1099 forms in your report and is enabled only if you select 1099 Form in the 1st Sort drop-down list.

 

Print/Create 1099s and Magnetic Media (APR1099)

The Print/Create 1099s and Magnetic Media screen now features a new Correction checkbox in the Generate group box. This addition allows you to easily indicate that the 1099 printout or magnetic media file you are creating is a correction to a previously submitted form. 

When you select the Correction checkbox, Costpoint retrieves correction records that have an ACCEPTED_FL of N from the VEND_1099C and VEND_1099C_STATE tables. This corresponds to whether the Accepted checkbox for that record is selected on the Edit 1099 Correction Information screen.

If there are available correction records, Costpoint automatically determines the type of correction, whether it is a one-transaction correction or a two-transaction correction, based on the discrepancy it detects between the original 1099 and the correcting 1099.

Once you generate the output, the printed 1099 forms will display an X mark in the Correction box of the form, and for magnetic media, Costpoint populates the Corrected Return indicator in Record B.

For corrections that affect only federal reporting, you can create a magnetic media file to be directly submitted to the IRS. For corrections that affect both federal and state reporting, you can also use the direct electronic submission, provided that your state is a CF/SF participant. 

If the corrections apply only to state level, you must create printed forms and send them directly to the state.

The creation of magnetic media files is limited to purely original returns or purely correcting returns per file. Combined original and correcting returns in a single file is not supported.

 

New Validations

Condition	Message Type	Message
Correction Handling for Calendar Year 2023 and Beyond: When printing corrections on blank stock, the calendar year must be 2023 or later. Otherwise, an error displays.	Error	To print on blank stock or plain paper, you must enter a year of 2023 or later.
Vendor Name: If multiple 1099 record types associated with a single Vendor ID (PAY_VEND_ID) contains multiple name variations (VEND_LONG_NAME), an error displays and the printout or file creation process is stopped.  (This validation is for both standard 1099s and Correcting 1099s.)	Error	Error: The 1099 record for Pay Vendor ID [Pay Vendor ID] contains multiple Vendor Name variations. Please ensure that each Vendor ID is associated with a single, consistent Vendor Name before proceeding.
Vendor Tax ID: If multiple 1099 record types associated with a single Vendor ID (PAY_VEND_ID) contains multiple Vendor Tax ID (VEND_1099_TAX_ID) variations, an error displays and the printout or file creation process is stopped.  (This validation is for both standard 1099s and Correcting 1099s.)	Error	Error: The 1099 record for Pay Vendor ID [Pay Vendor ID] contains multiple Vendor Tax ID variations. Please ensure that each Vendor ID is associated with a single, consistent Vendor Tax ID before proceeding.

The Print/Create 1099s and Magnetic Media screen has been enhanced to adhere to the 2024 updates to forms 1099-MISC and 1099-NEC. When you print 1099s, the calendar year now displays in YYYY format, and the print alignment has been optimized for 2024 pre-printed papers.

You can still print 1099s on blank stock or plain paper, but you can print Copy C only if the Calendar Year is 2023.

For 2024, employers in California, New York, and U.S. Virgin Islands will be assessed a general FUTA credit reduction on wages paid to employees for work attributed to any of these states and territory. This Costpoint release adds records on the Manage Federal Taxes screen for the corresponding states:

State	Final 2024 FUTA Credit Reduction
California	0.9%
New York	0.9%
U.S. Virgin Islands	4.2%

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

The following are the 401(k) limits for 2025:

• 401(k) Deferral Limit: $23,500

• 401(k) Wage Limit: $350,000

To support the federal update, this release adds records to the Manage Federal Taxes screen.

Attention: For more information, see: https://www.irs.gov/pub/irs-drop/n-24-80.pdf.

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

The IRS sets the 2025 ACA affordability threshold as 9.02%. This release sets the safe harbor affordability rate for payroll year 2025 on the Manage Federal Taxes screen.

Attention: For more information, see: https://www.irs.gov/pub/irs-drop/rp-24-35.pdf.

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The 2025 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,650 for a one-person family/household.

This release sets the Federal Poverty Level for payroll year 2025 on the Manage Federal Taxes screen.

Attention: For more information, see: https://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines.

The draft of federal withholding methods for 2025 were released Dec. 2 by the Internal Revenue Service. The changes include the following:

• The percentage method‘s tax brackets were adjusted.

• The annual additional amount if the nonresident alien employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later increases from $10,300 to $10,700.

• The annual additional amount if the nonresident alien employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later increases from $14,600 to $15,000.

Attention: For more information, see: https://www.irs.gov/pub/irs-dft/p15t--dft.pdf.

To support the federal requirements, updates were applied to the following screens:

• Manage Federal Tax Tables

• Manage Federal Taxes

Costpoint supports the Form W-4 for Payroll Year 2025. The 2025 itemized deductions in Step 2 of the Deductions Worksheet have been updated:

• Married: $30,000

• Head of Household: $22,500

• Single: $15,000

To support the federal requirements, updates were applied to the Manage Federal Taxes screen.

The Old-Age, Survivors, and Disability Insurance taxable wage base increased from $168,600 to $176,100 in 2025.

To support the federal update, this release adds records to the Manage Federal Taxes screen.

Attention: For more information, refer to: https://www.ssa.gov/news/press/factsheets/colafacts2025.pdf.

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

The 2024 PDF template file for 1094-C and 1095-C forms is now available in Costpoint, which will let you create PDF files with data for the calendar year 2024. You can then use the PDF files to print the forms on plain paper.

To support this update, the following screens were updated:

• 1095-Cs

• Print 1094-Cs

• Print 1095-Cs

Attention: For more information, refer to:

• Instructions: https://www.irs.gov/pub/irs-pdf/i109495c.pdf

• 1094-C: https://www.irs.gov/pub/irs-pdf/f1094c.pdf

• 1095-C: https://www.irs.gov/pub/irs-pdf/f1095c.pdf

This enhancement requires the following:

• cp82_esm1095c_002.zip

• cp82_hbr1094c_001.zip

• cp82_hbr1095c_002.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint now provides the ability to generate manifest and data files that comply with the latest tax year 2024 schema for the UI transmission channel. This release updates the Create 1094-C and 1095-C Electronic File screen to support the following requirements for the data file transmission:

• The following data was inserted into the S_SOFTWARE_ID system table:

• CAL_TY_NO = 2024

• SOFTWARE_ID = 24A0020251

• FIRST_NAME = <carry over the value from 2023>

• MID_NAME = <carry over the value from 2023>

• LAST_NAME = <carry over the value from 2023>

• NAME_SFX_CD = <carry over the value from 2023>

• PHONE_ID = <carry over the value from 2023>

• The tax year in all applicable namespaces was updated to "ty24" in the manifest and data files.

• The following are used to generate manifest and data files for Calendar Year 2024 if Government Agency is “Federal”:

• Manifest file from tax year 2024 schema package

• Form data file from tax year 2024 schema package

• PaymentYr value “2024”

• Software ID for 2024

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

When you create your data for the Affordable Car Act (ACA) 1095-C report, Costpoint now allows you to select the Affordable Care Act Safe Harbor method that will be used for all employees or for a category of employees based on employees’ rate type and GLC. The Create 1094-C and 1095-C data screen provides a new Affordability Safe Harbor Option subtask where you can select one or more of the following affordability safe harbors:

• The W–2 safe harbor

• The federal poverty line safe harbor

• The rate of pay safe harbor

 

Affordability Safe Harbor Option Subtask

On the header of the subtask, you can select the affordability safe harbor options that will be used for the taxable entity. All three safe harbors under which an employer can determine affordability for all employees are selected by default. You must select at least one option in the header. This subtask is not available if Reporting Type is 1094-C Data.

 

Affordability Safe Harbor Option by Employee Categories Table

On the Affordability Safe Harbor Option by Employee Categories table, you can select the employees’ rate type/GLC combination to use a safe harbor option for specific employee categories. If this table is blank, the affordability safe harbor selected in the header will be used for all employees, when applicable. Likewise, if you did not select a rate type/GLC combination for an employee category, then the application will also use the affordability safe harbor selected in the header. This subtask is optional.

 

Note: Currently, the Create 1094-C and 1095-C data screen has the following issues which will be fixed in a future release:

• When you clear all the Affordability Safe Harbor Option checkboxes and click Preview or Print/Process, the screen displays the "You must select at least one of the affordability safe harbors" error message, but it is not clickable.

• When you query a parameter that does not exist, the screen states that "An action is requested but no row has been selected. Please select a row and re-execute the action." Instead of this message, the screen should state that no rows met your criteria.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

You can now combine multiple deductions and local taxes assigned to the same W-2 box 14 line. When you run the Create W-2 Table process, a warning will display if more than one deduction and/or locality are assigned to the same box 14 line. The message will display the list of deduction codes and locality codes assigned to the same box 14 line number and the amounts of these codes will be summed up when W-2s are created. You can opt to manually remove the box 14 line number assignment from a deduction code or locality code listed in the warning message if it should not be included in the summation.

This enhancement requires the following:

• cp82_bundle_cye2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

The Compute Payroll and Manage Payroll Records screens were updated to:

• Use the 2025 nonresident alien additional amount of 10,700.00 in the federal/territory withholding calculation if the employee’s Form W-4 Revision Year is 2019 or earlier and the check date is from tax year 2025.

• Use the 2025 nonresident alien additional amount of 15,000.00 from the Manage Federal Taxes screen if the Form W-4 Revision is 2020 and the check date is 2025.

Attention: For more information, see Pub 15-T: https://www.irs.gov/pub/irs-pdf/p15t.pdf.

For tax year 2024, the layout of the Federal W-2 includes the following record changes:

• RO (Employee Optional) Record and RU (Total Optional) Record were updated to add Box 12 code II Income from Exclusion Of Medicaid Waiver Payments (IEMWP-II).

• RCO (Employee Optional) Record and RCU (Total Optional) Record were updated to add Box 12 code II Income from Exclusion Of Medicaid Waiver Payments (IEMWP-II).

The Create Federal W-2 File screen now supports the updated record layouts for the EFW2 and EFW2C files.

 

EFW2 File Changes

• Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RO Record, positions 144-154.

• Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RU Record, positions 190-204.

 

EFW2C File Changes

• Originally reported Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RCO Record, positions 277-287.

• Correct Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RCO Record, positions 288-298.

• Originally reported Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RCU Record, positions 371-385.

• Correct Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RCU Record, positions 386-400.

 

This enhancement requires the following:

• cp82_prpw2f_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint’s Print W-2 screen has been fully tested to support the pre-printed forms W-2 and W-2c from Deltek’s partner form vendors for the 2025 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Pension-Linked Emergency Savings Accounts (PLESA) are introduced under the SECURE 2.0 Act, specifically section 127. These accounts allow employers to add emergency savings accounts to a defined contribution plan, such as a 401(k), 403(b), or governmental 457(b) plan. Employees can make designated Roth contributions to these accounts, which can be withdrawn under certain conditions.

Contributions must be reported on Form W-2, box 12 using specific codes, depending on the type of plan.

• Code AA for 401(k) plans

• Code BB for 403(b) plans

• Code EE for governmental 457(b) plans

Contributions to pension-linked emergency savings accounts are also reported in Box 12 of Form W-2.

The existing Emergency Savings Account (ESA) deduction type does not indicate if it was linked to a 401(k), 403(b), or 457(b). To address this issue, the ESA deduction type can no longer be assigned to new deductions or contributions. Instead, three new deduction types for PLESA have been added on the Manage Deductions screen to replace the ESA deduction type.

 

Manage Deductions (PRMDED)

You can now select the following from the Deduction Type field:

• ESA401 (401(k) linked ESA)

• ESA403 (403(b) linked ESA)

• ESA457 (457(b) linked ESA)

An error message will display if you assign the old ESA deduction type to new records. A warning message will be displayed on existing deduction records if the deduction type is ESA.

 

Create W-2 Table (PRPCW2)

The calculation for following Box 12 code amounts were updated:

• The code AA amount now includes ESA401 deduction types.

• The code BB amount now includes ESA403 deduction types.

• The code EE amount now includes ESA457 deduction types.

ESA deduction types will not be included in codes AA, BB, and EE.

The screen will display an error message if there is at least one deduction in employee earnings deduction having an ESA deduction type.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Under the SECURE Act 2.0, employers can offer participants of Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRA the option to have their contributions under the respective plan be made to a Roth SEP IRA or a Roth SIMPLE IRA. Salary reduction contributions made to a Roth SEP IRA or a Roth SIMPLE IRA are included on Form W-2 in boxes 1, 3, and 5 (or box 14 for railroad retirement taxes). They are reported in box 12 using code F for a SEP or code S for a SIMPLE IRA.

To support this update, Costpoint adds new retirement plan deduction types which will be included in the calculation of the box 12 amount in the W-2.

 

Manage Deductions (PRMDED)

You can now select the following from the Deduction Type field:

• RTHSEP (Roth SEP Deferred Comp)

• RTHSIM (Roth SIMPLE Deferred Comp)

• 408(P) (408(p) Deferred Compensation)

 

Create W-2 Table (PRPCW2)

The calculation for the Box 12 Code F amount will now include the RTHSEP deduction type. The Box 12 code S amount shall be automatically calculated based on the newly added 408(p) and RTHSIM deduction types.

 

Total Comp/Benefits Statement (ESQCOMPBEN)

The Company Paid Retirement Benefits – Annual Amount will now include the new retirement plan deduction types.

 

Print Employees Eligible for Retirement Catch-Up (PRPCATCHUP)

The deduction type Lookup values will now include the new retirement plan deduction types.

 

Retirement Benefits (ESMRETBEN)

The application includes the new retirement plan deduction types in the retirement plan options/deductions.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• cp82_prpcatchup_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint has been fully tested to support the pre-printed ACA Forms 1094-C and 1095-C from Deltek’s partner form vendors for the 2025 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.

Note: To avoid any alignment issues, you can use the corresponding options on the Process menu of ACA screens to print the forms on PDFs:

• Print 1095-C Forms with Data on the Print 1095-Cs screen

• Print 1094-C Forms with Data on the Print 1094-Cs screen

You can now select USERRA make-up amounts for 2023, 2022, and 2021 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 21	USERRA 2021 make up elective deferrals to a section 401(k) cash or deferred arrangement
E 21	USERRA 2021 make up elective deferrals to a section 403(b) salary reduction agreement
F 21	USERRA 2021 make up elective deferrals to a section 408(k)(6) salary reduction agreement
G 21	USERRA 2021 make up elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred comp plan
H 21	USERRA 2021 make up elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan
S 21	USERRA 2021 make up employee salary reduction contributions under a section 408(p) SIMPLE
Y 21	USERRA 2021 make up deferrals under section 409A nonqualified deferred compensation plan
AA 21	USERRA 2021 make up designated Roth contributions to a section 401(k) plan
BB 21	USERRA 2021 make up designated Roth contributions under a section 403(b) salary reduction agreement
EE 21	USERRA 2021 make up designated Roth contributions under a section 457(b) plan
D 22	USERRA 2022 make up elective deferrals to a section 401(k) cash or deferred arrangement
E 22	USERRA 2022 make up elective deferrals to a section 403(b) salary reduction agreement
F 22	USERRA 2022 make up elective deferrals to a section 408(k)(6) salary reduction agreement
G 22	USERRA 2022 make up elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred comp plan
H 22	USERRA 2022 make up elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan
S 22	USERRA 2022 make up employee salary reduction contributions under a section 408(p) SIMPLE
Y 22	USERRA 2022 make up deferrals under section 409A nonqualified deferred compensation plan
AA 22	USERRA 2022 make up designated Roth contributions to a section 401(k) plan
BB 22	USERRA 2022 make up designated Roth contributions under a section 403(b) salary reduction agreement
EE 22	USERRA 2022 make up designated Roth contributions under a section 457(b) plan
D 23	USERRA 2023 make up elective deferrals to a section 401(k) cash or deferred arrangement
E 23	USERRA 2023 make up elective deferrals to a section 403(b) salary reduction agreement
F 23	USERRA 2023 make up elective deferrals to a section 408(k)(6) salary reduction agreement
G 23	USERRA 2023 make up elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred comp plan
H 23	USERRA 2023 make up elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan
S 23	USERRA 2023 make up employee salary reduction contributions under a section 408(p) SIMPLE
Y 23	USERRA 2023 make up deferrals under section 409A nonqualified deferred compensation plan
AA 23	USERRA 2023 make up designated Roth contributions to a section 401(k) plan
BB 23	USERRA 2023 make up designated Roth contributions under a section 403(b) salary reduction agreement
EE 23	USERRA 2023 make up designated Roth contributions under a section 457(b) plan

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

The 2024 PDF template file for W-2, W-2c, W-3, and W-3c forms are now available in Costpoint, which will let you create PDF files with data for the calendar year 2024. You can then use the PDF files to print the forms on plain paper. The 2024 data for W-2, W-2c, W-3, and W-3c should print correctly on the SSA-provided blank ink PDF templates for copy A and on the IRS-provided fillable PDF for copies 1, 2, B, C, and D.

Attention: For more information, see updated forms:

• W-2: https://www.irs.gov/pub/irs-pdf/fw2.pdf

• W-3:https://www.irs.gov/pub/irs-pdf/fw3.pdf

• W-2c: https://www.irs.gov/pub/irs-pdf/fw2c.pdf

• W-3c: https://www.irs.gov/pub/irs-pdf/fw3c.pdf

The following screens will now support the updated forms:

• Print W-2s (PRRW2)

• W-2s (ESMELECW2)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The IRS added a new TIP section in Step 1 of the W-4 form for 2025. The new information advises employees on how to determine the most accurate withholding numbers. In compliance with government regulations, Costpoint reflects this update on the Federal Withholding screen by adding a TIP button which allows you to view the new tip information from the 2025 W-4.

Attention: For more information, see: https://www.irs.gov/pub/irs-dft/fw4--dft.pdf.

To support the 2025 W-4, this release updates the following screens:

• Federal Withholding (ESMFEDWH)

• Life Events/New Hires (ESMLIFEEVENTS)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

This Costpoint release adds tax table records effective January 1, 2025, on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2025.

 

Alaska

The unemployment-taxable wage base increased from $49,700 to $51,700.

 

Colorado

The unemployment-taxable wage base increased from $23,800 to $27,200.

 

Connecticut

The unemployment-taxable wage base increased from $25,000 to $26,100.

 

Delaware

The unemployment-taxable wage base increased from $10,500 to $12,500.

 

Hawaii

The unemployment-taxable wage base increased from $ 59,100 to $62,000.

 

Idaho

The unemployment-taxable wage base increased from $53,500 to $55,300.

 

Illinois

The unemployment-taxable wage base increased from $13,590 to $13,916.

 

Iowa

The unemployment-taxable wage base increased from 38,200 to $39,500.

 

Kentucky

The unemployment-taxable wage base increased from $11,400 to $11,700.

 

Michigan

The unemployment-taxable wage base decreased from $9,500 to $9,000.

 

Minnesota

The unemployment-taxable wage base increased from $42,000 to $43,000.

 

Missouri

The unemployment-taxable wage base decreased from $10,000 to $9,500.

 

Montana

The unemployment-taxable wage base increased from $43,000 to $45,100.

 

Nevada

The unemployment-taxable wage base increased from $40,600 to $41,800.

 

New Jersey

The unemployment-taxable wage base increased from $42,300 to $43,300.

 

New Mexico

The unemployment-taxable wage base increased from $31,700 to $33,200.

 

New York

The unemployment-taxable wage base increased from $12,500 to $12,800.

 

North Carolina

The unemployment-taxable wage base increased from $31,400 to $32,600.

 

North Dakota

The unemployment-taxable wage base increased from $43,800 to $45,100.

 

Oklahoma

The unemployment-taxable wage base increased from $27,000 to $28,200.

 

Oregon

The unemployment-taxable wage base increased from $52,800 to $54,300.

 

Rhode Island

The unemployment-taxable wage base increased from $29,200 to $29,800. For employers at the highest tax rate, the UI taxable wage base increased from $30,700 to $31,300.

 

Utah

The unemployment-taxable wage base increased from $47,000 to $48,900.

 

Vermont

The unemployment-taxable wage base increased from $14,300 to $14,800.

 

Virgin Islands

The unemployment-taxable wage base increased from $31,000 to $31,100.

 

Washington

The unemployment-taxable wage base increased from $68,500 to $72,800.

 

West Virginia

The unemployment-taxable wage base decreased from $9,521 to $9,500.

 

Wyoming

The unemployment-taxable wage base increased from $30,900 to $32,400.

In 2023, Alabama passed a law exempting overtime compensation from state income taxes from Jan. 1, 2024, to June 30, 2025. The exemption applies to overtime compensation paid during the exemption period to employees paid on an hourly basis for work performed in excess of 40 hours in a week.

Starting October 1, the exemption will instead apply to any overtime compensation provided in accordance with the Fair Labor Standards Act (FLSA), under HB 407. This change will remain in effect until the exemption expires on June 30, 2025.

HB 407 also amends employer reporting requirements to conform with the exemption modification.

When reporting Alabama’s overtime paid beginning October 1, 2024, the Print State Overtime Wages Report will only include employees with an FLSA Classification of Non-Exempt on the Manage Employee Salary Information screen regardless of their rate type. In addition, the report will no longer check the employee eligibility setting on the Manage Pay Types screen.

This enhancement requires the following:

• cp82_prrsotw_003.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

In 2023, Alabama passed a law exempting overtime compensation from state income taxes from Jan. 1, 2024, to June 30, 2025. The exemption applies to overtime compensation paid during the exemption period to employees paid on an hourly basis for work performed in excess of 40 hours in a week.

Starting October 1, the exemption will instead apply to any overtime compensation provided in accordance with the Fair Labor Standards Act (FLSA), under HB 407. This change will remain in effect until the exemption expires on June 30, 2025.

HB 407 also amends employer reporting requirements to conform with the exemption modification.

The Export Payroll Taxes application will now report overtime exempt wages in the STEE tax type to use the FLSA rule effective Oct 1, 2024. The following fields were updated for this functionality:

• Field 88: CHECK Alabama Overtime Exempt Wages

• Field 89: QTD Alabama Overtime Exempt Wages

• Field 90: YTD Alabama Overtime Exempt Wages

This enhancement requires the following:

• cp82_prpextax_003.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

Arkansas released the latest Withholding Tax Formula Method effective January 1, 2025, with the following changes:

• The standard deduction used in the formula increased to from $2,340 to $2,410:

• The tax brackets for the percentage method have been updated.

Attention: For more information, see https://www.dfa.arkansas.gov/wp-content/uploads/whformula_2024_1.pdf.

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

California provided the following tax updates effective January 1, 2025:

• The annual low-income exemption threshold increased to $18,368 or $36,736, up from $17,769 or $35,538, depending on the employee’s filing status and, for married employees, the number of allowances claimed.

• The annual standard deduction increased to $5,540 or $11,080, up from $5,363 or $10,726, depending on the employee’s filing status and, for married employees, the number of allowances claimed.

• The value of a state allowance increased from $158.40 to $163.90 annually.

• The tax rates used in Method B continue to range from 1.1% to 14.63%. Tax brackets in Method B were adjusted.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

Delaware requires employers to report quarterly paid family leave information and calculate the contribution based on the Delaware percentage of FICA wages. To support the state requirements, Costpoint adds a calculation method to properly compute contribution amount. This has been added to the Manage Local Taxes screen and in all payroll calculations/recalculations.

 

Manage Local Taxes (PRMLTI)

You can now select a new State % of SS Taxable Wages option from the Tax Based on drop-down list. The application will calculate the percentage of Social Security wages that belong to the local tax state and then use that as the tax calculation basis.

 

Compute Payroll (PRPCPR)

The application will now use the new State % of SS Taxable Wages calculation method for local tax calculations, if applicable.

 

Manage Payroll Records (PRMPTF)

The application will now use the new State % of SS Taxable Wages calculation method for local tax calculations, if applicable.

 

Manage Employee Earnings History (PRMERF)

The application will now use the new State % of SS Taxable Wages calculation method for local tax calculations, if applicable.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Beginning January 1, 2025, Delaware employers will be required to make contributions on behalf of their workforce for Delaware Paid Family Leave. Paid Family Leave is composed of three different parts, and employers may choose to have employees contribute up to 50% of the contribution. The tax will be based on the employee’s percentage of their Social Security wages for Delaware. If the employee is taxed in a state other than Delaware, that state’s percentage of Social Security wages will not be included in the taxable amount. Premiums are capped at the Social Security cap for the current year. Employers will have to set up local taxes for Delaware Paid Family Leave with the Social Security limit. It is recommended that separate taxes are set up for each type below:

• Parental Leave: 0.32%

• Medical Leave: 0.40%

• Family Caregiver / Qualified Exigency Leave: 0.08%

• Total rate: 0.80% of Delaware Social Security wages

In Costpoint, Delaware employers must:

• Set up least two local tax statuses for Delaware PFML, one with the actual tax rate for employers and one with a 0% tax rate for those employees with waivers. The 0.0% tax rate will still calculate taxable wages and will allow the employees to be submitted in the wage and hour report without withholding any taxes for them.

• Set up a Delaware PFML tax for employee contributions if they choose to have employees also contribute to paying part of the tax. Employers should send in the appropriate forms to Delaware when an employee has a waiver.

 

Create Quarterly Family and Medical Leave File (LDPPFML)

You can now select Delaware from the State drop-down list to generate the file and report for Delaware.

To support this new function, the following fields have been added to the screen:

Field	Description
Weeks Worked	This field is enabled when the state is Delaware. Enter the default number of weeks worked in the quarter. Any employees who did not work the standard number of weeks should be entered in the Manage SUTA “Weeks Worked” Override application for that Fiscal Year/Quarter for Delaware.
Employer Contribution %	This field is enabled when the state is Delaware. Employers should enter the percentage of the Delaware Paid Family Leave contribution that they cover.

Currently, there is no indication when the District of Columbia will transition to the new file format (DCETS Wage File Format) from the old ESSP Wage File Format. For now, the Costpoint Create Quarterly SUTA Tax File screen has been updated to continue supporting the ESPP Wage File Format.

Prior to this release, the new DCETS Wage File Format was scheduled to be automatically supported in Costpoint for payroll year 2025. Since the DCETS Wage File Format is yet to be implemented, this release updates Costpoint so that the new format will not be applied automatically in 2025.

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The tax tables of Guam were updated to align with the 2025 federal percentage method tables.

Attention: For more information, see: https://www.irs.gov/forms-pubs/about-publication-15-t.

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Hawaii provided the latest Employer’s Tax Guide with the following updates effective January 1, 2025:

• The tax brackets used in the percentage method were adjusted by increasing the income limits in each bracket.

• An extra lump sum withholding amount of $1,650 was added to the withholding method.

Attention: For more information, see: https://files.hawaii.gov/tax/news/pubs/25BkltA.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Illinois released withholding tax tables effective January 1, 2025. The value of a state allowance increased from $2,775 to $2,850.

Attention: For more information, see: https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/withholding/documents/currentyear/2025_il_700_t.pdf.

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Private businesses with 100 or more employees in the State of Illinois are required to submit an application to obtain an Equal Pay Registration Certificate (EPRC) by providing certain pay, demographic, and other data to the Illinois Department of Labor (IDOL) by March 24, 2024, and to recertify every two years after the first submission.

The report shall include the following information:

• First Name* : Employee first name

• Last Name* : Employee last name

• Last 4 of SSN* : Final 4 digits of employee SSN

• Gender*: Employee gender

• Race*: Employee race

• Ethnicity*: Employee ethnicity

• Wages* : Wages paid in previous calendar year, rounded to nearest hundred dollar

• Hire Date*: Date employee started in this position

• Termination Date: Date employee stopped working in this position, for any reason (resignation, promotion, etc.)

• Job Classification*: EEO-1 Job Classification for employee’s position Job

• Title*: Payroll title for employee’s position

• Hours Worked*: Total Hours worked by that employee in the position.

• County*: Illinois county in which employee performs the majority of their work

Attention: For more information, see: https://labor.illinois.gov/laws-rules/conmed/eprc-faqs.html#faq-1whatisanequalpayregistrationcertificate-faq.

Costpoint now allows you to generate the Illinois Pay Data report by county. To use this new feature, you must use a state code of “IL” for Illinois on the Manage States and Provinces application.

 

Manage Labor Locations (LDMLLOC)

A new County field has been added to the application. This is enabled if you select IL (Illinois) as the State and have a Human resources license.

Field	Description
County	The County field is currently only available when the state is Illinois and you have a Human Resources license. The County field is currently only used for reporting Illinois Pay Data information by county. The lookup results will display only the counties for Illinois.

 

Print EEO-1 Report (HAREEO1)

The application provides the ability to generate the Illinois Pay Data report and file. You can now select the Illinois Pay Data option from Report Type drop-down list:

Field

Description

Report Type

Depending on your company's requirements, select whether you want to include pay data in your EEO-1 report. Component 1 Data: Select this option to print an EEO-1 report that includes demographic data only. This option applies to federal contractors and subcontractors with 50-99 employees, which are companies that are required to submit the EEO-1 Report but do not need to submit summary pay data. Component 2 Pay Data: Select this option to print an EEO-1 report that includes demographic and summary pay data. This option applies to private employers including federal contractors and subcontractors with 100 or more employees. Additional Employee Data: Select this option to print the Additional Employee Data report. This report will display the data for non-binary employees needed for Component 1 or Component 2 reports. Non-Binary employees are not included in the Component 1 or 2 reports at this time since the government has not specified this in the EEO-1 report. California Pay Data: Select this option to print the California Pay Data report. This report contains information on the pay and hours-worked data by establishment, job category, sex, race, and ethnicity for the State of California. You must enter the start date of the “Snapshot Period” (single pay period between October 1 and December 31) in the Effective Date - Start field and the end date of the “Snapshot Period” in the Effective Date - End field. The following Job Category codes are used in the report: 1: Executive senior level officials and managers 2: First or mid-level officials and managers 3: Professionals 4: Technicians 5: Sales workers 6: Administrative support workers 7: Craft workers 8: Operatives 9: Laborers and helpers 10: Service workers The following Race-Ethnicity-Sex codes are used in the report: A10: Hispanic/Latino - Male A20: Hispanic/Latino - Female A30: Hispanic/Latino - Non-Binary B10: Non-Hispanic/Non-Latino - Male - White B20: Non-Hispanic/Non-Latino - Male - Black or African American B30: Non-Hispanic/Non-Latino - Male - Native Hawaiian or Other Pacific Islander B40: Non-Hispanic/Non-Latino - Male - Asian B50: Non-Hispanic/Non-Latino - Male - American Indian or Alaskan Native B60: Non-Hispanic/Non-Latino - Male - Two or more races C10: Non-Hispanic/Non-Latino - Female - White C20: Non-Hispanic/Non-Latino - Female - Black or African American C30: Non-Hispanic/Non-Latino - Female - Native Hawaiian or Other Pacific Islander C40: Non-Hispanic/Non-Latino - Female - Asian C50: Non-Hispanic/Non-Latino - Female - American Indian or Alaskan Native C60: Non-Hispanic/Non-Latino - Female - Two or more races D10: Non-Hispanic/Non-Latino - Non-Binary - White D20: Non-Hispanic/Non-Latino - Non-Binary - Black or African American D30: Non-Hispanic/Non-Latino - Female - Native Hawaiian or Other Pacific Islander C40: Non-Hispanic/Non-Latino - Female - Asian C50: Non-Hispanic/Non-Latino - Female - American Indian or Alaskan Native C60: Non-Hispanic/Non-Latino - Female - Two or more races D10: Non-Hispanic/Non-Latino - Non-Binary-Hispanic/Non-Latino - Non-Binary - Native Hawaiian or Other Pacific Islander D40:Non-Hispanic/Non-Latino - Non-Binary - Asian D50: Non-Hispanic/Non-Latino - Non-Binary - American Indian or Alaskan Native D60: Non-Hispanic/Non-Latino - Non-Binary - Two or more races The following numerical Pay Bands codes are used in the report: 1: $19,239 and under 2: $19,240 - $24,439 3: $24,440 - $30,679 4: $30,680 - $38,999 5: $39,000 - $49,919 6: $49,920 - $62,919 7: $62,920 - $80,079 8: $80,080 - $101,919 9: $101,920 - $128,959 10: $128,960 - $163,799 11: $163,800 - $207,999 12: $208,000 and over Illinois Pay Data: Select this option to print the Illinois Pay Data report. This report contains information on the pay and hours-worked data by county, hire date, job title, gender, and race.

Note: Counties must be set up on the Manage Labor Locations screen for the Illinois Pay Data report to function properly.

 

Print Data Dictionary Report (SYRDD)

A new hidden system table was added to hold Illinois county information. It will be used to report Illinois Pay Data information in the Print EEO-1 Report.

Indiana published the Departmental Notice #1 with the following updates effective Jan. 1, 2025:

• The state withholding rate decreased to 3.00% (from 3.05%).

• The following six counties adjusted their tax rates:

• Floyd County: from 1.39% to 1.89%

• Gibson County: from 0.9% to 1.3%

• Jay County: from 2.45% to 2.5%

• Monroe County: from 2.035% to 2.14%

• Rush County: from 2.1% to 2.15%

• Switzerland County: from 1.25% to 1.45%

Attention: For more information, see: https://www.in.gov/dor/files/dn01.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Iowa released the individual income tax withholding formula effective January 1, 2025. The updated formula includes the following changes:

• A flat rate of 3.8% will be used

• The standard deduction will now depend on the following:

• The version of the state’s withholding certificate an employee has filed

• The employee’s filing status (previously the amount of state allowances claimed)

Attention: For more information, see: https://revenue.iowa.gov/media/61/download?inline.

 

State Filing Status Table

The State Filing Status table was updated.

• A new filing status MARRIED FILE JOINT DUAL INCOME (Married filing jointly, spouse with earned income) was added.

• The description of MARRIED filing status was updated to “Married filing jointly, spouse no earned income.”

 

Iowa W-4 Setup in Costpoint

For employees with an IA W-4 from 2024 or 2025 on file and who have selected “Married filing jointly or qualified surviving spouse” and “Yes” for “Does your spouse also have earned income?”, you must update their filing status to MARRIED FILE JOINT DUAL INCOME (Married filing jointly, spouse with earned income). By default, all married employees are currently set to MARRIED (Married filing jointly, spouse no earned income).

For employees with an IA W-4 from 2023 or earlier, calculate the Credit Amount on the Manage Employee Taxes screen by multiplying the number of allowances claimed on the IA W-4 by $40. For instance, if an employee claims 6 allowances, enter a credit amount of $240 (6 x $40).

 

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

The Kansas Employer Account Number (EAN), located in RS record positions 248-267, has been updated from 6 digits to 10 digits. According to the Kansas Department of Labor (KDOL), employers can keep their current EAN and add a 0 on the front and three zeros (0) at the end.

Note: For those using the NASWA file format, the EAN has been updated from 6 digits to 10 digits in fields E 173-187 and S 147-156.

MMREF-1 RS Record

Field	Start Position	Length	Type	Decimal	Field Detail	Remarks
EAN	248	20	N	No	Employer’s 10-digit EAN followed by spaces	Left justified, space filled

Attention: For more information, refer to:

• https://www.dol.ks.gov/home/showpublisheddocument/1437/638674306190130000

• https://www.dol.ks.gov/employers/employer-services/unemployment-tax

 

Manage SUTA Tax File Data (PRMSMM)

The following updates were applied for Kansas:

• When you select KS (Kansas) as the SUTA State, the E-mail field becomes enabled.

• The validation that requires the Reporting ID/UI Account Number field value to be 6 digits has been removed.

• An error message displays if the value in the Contact Name field or Telephone Number field is a space.

 

Create Quarterly SUTA Tax File (PRPSMM)

The following updates were applied for Kansas:

• When you generate a file for Kansas, the application now formats the 6-digit Employer Account Number from the Manage SUTA Tax File Data (PRMSMM) into a 10-digit number by adding a 0 at the beginning and three zeros (000) at the end when populating the RS Record (Positions 248-267).

• You can now generate a zero wage report. If all employees have zero subject wages, a single RS record will be inserted after the RE record, with the Zero Wage field in the RS Record (Position 341) set to 1.

 

This enhancement requires the following:

• cp82_prmsmm_003.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Kentucky released the 2025 withholding tax formula. The standard deduction increased from $3,160 to $3,270.

Attention: For more information, see: https://revenue.ky.gov/Forms/Withholding%20Computer%20Formula.pdf.

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

Louisiana released the latest Income Tax Withholding Tables effective January 1, 2025, with the following updates:

• Personal exemptions and credits have been replaced with the following standard deductions:

• Single Individual or Married-Separate: $12,500

• Married-Joint, Qualified Surviving Spouse, or Head of Household: $25,000

• The bracket system has been replaced with a new withholding rate of 3.09%.

The following are the filing status changes based on the 2025 Form L-4:

• MARRIED (Married-Joint, Surviving Spouse, Head of Household): Select this filing status if the employee is married, filing a joint return, a qualified surviving spouse, or head of household, and claiming the standard deduction.

• SINGLE (Single or Married-Separate): Select this filing status if the employee is single or married, filing a separate return, and claiming the standard deduction.

• NO EXEMPTIONS (Not claiming a standard deduction): Select this filing status if the employee is not claiming a standard deduction.

Attention: For more information, see: https://revenue.louisiana.gov/LawsPolicies/ER_61.I.1501_Withholding%20Tables%20(Clean%20Copy).pdf.

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

 

Compute Payroll (PRPCPR)/Manage Payroll Records (PRMPTF)

The special programming for Louisiana was removed. Costpoint will now use the state standard calculation method for Louisiana.

Maine Revenue Services updated the specifications and instructions for electronically filing original wage and withholding information (Forms W-2) with Maine Revenue Services (MRS). This includes the following RS Record Changes for Tax Year 2024:

• Employee Zip Code Extension will be reported in positions 146-149.

• Blank location changed to 150-154.

• Foreign State/Province will be reported in positions 155-177.

• Foreign Postal Code will be reported in positions 178-192.

Previously (Tax Year 2023), RS record, positions 146-192 were blank.

To support the state requirements, this release updates the Create State W-2 File screen.

Attention: For more information, see: https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/W-2_2024_Final_Specifications.pdf.

This enhancement requires the following:

• cp82_bundle_cye2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

Effective January 1, 2025, Maine employers must contribute to the Maine Paid Family Medical Leave (PFML) program on behalf of their workforce. This program provides up to 12 weeks of paid leave for family leave, medical leave, transitioning a family member's pending military deployment, or staying safe after abuse or violence.

Employers with 15 or more employees will contribute 1% of subject wages with no more than 0.5% coming from the employee. Employers with 14 or less employees will contribute 0.5% of wages and may deduct the entire amount from employee wages.

The PFML law, which went into effect in October 2023, has major components that will be implemented in 2025 and 2026. The Maine Department of Labor (MDOL) is responsible for implementing this new program.

Attention: For more information, refer to: https://www.maine.gov/paidleave/docs/2024/BulkuploadInstructionsPFML.pdf.

 

Maine PFML Setup

Before you can report PFML for Maine, you need to:

1. On the Manage Local Taxes screen, you must create a local tax with the following settings and assign the local tax to Maine employees:

• State: Maine

• Tax Type: Family Leave Insurance

• Tax Based on: SUTA Subject Wages

2. On the Manage SUTA Tax File Data screen, ensure to set up your employer contact information.

 

Create Quarterly Family and Medical Leave File (LDPPFML)

You can now select Maine from the State drop-down list to generate the file and report for the state.

To support the new report, the screen adds the following field:

Field	Description
Were there 15 or more employees for at least 20 weeks between 10/1 of the prior year and 9/30 of the current year?	Select the checkbox if your company employed at least 15 people for 20 weeks between October 1 of the previous year and September 30 of the current year. Clear the checkbox if your company employed 14 or fewer people during that time period.

 

Manage SUTA Tax File Data (PRMSMM)

The Email field label was updated. An email address is required for Maine Paid Family Leave reporting.

Maine provided the following state tax updates effective 01/01/2025:

• The value of a state allowance increased from $5,000 to $5,150.

• The maximum standard deduction increased from $11,750 to $12,150 for single employees and from $26,350 to $27,150 for married employees.

• The standard deduction decreased according to a formula for single employees who earn more than $100,000 annually, up from $97,150, or for married employees who earn more than $200,050 annually, up from $194,300.

• The deduction reaches zero when a single employee earns at least $175,000 annually, up from $172,150, or when a married employee earns at least $350,050 annually, up from $344,300.

• The tax brackets used in the percentage method were also adjusted.

Attention: For more information, see: https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/25_wh_tab_instr.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

Maryland released the 2025 withholding guide. The minimum and maximum standard deductions have increased to $1,850 and $2,800 annually from $1,800 and $2,700, respectively.

The following Maryland counties adjusted their income tax rates for 2025:

• Anne Arundel County, the local tax rates for taxable year 2025 are as follows:

• For taxpayers with filing statuses of Single, Married Filing Separately, or Dependent, the local tax rates are as follows:

(1) .0270 of Maryland taxable income of $1 through $50,000;

(2) .0294 of Maryland taxable income of $50,001 through $400,000; and

(3) .0320 of Maryland taxable income of over $400,000

• For taxpayers with filing statuses of Married Filing Jointly, Head of Household, or Qualified Surviving Spouse, the local tax rates are as follows:

(1) .0270 of Maryland taxable income of $1 through $75,000;

(2) .0294 of Maryland taxable income of $75,001 through $480,000; and

(3) .0320 of Maryland taxable income of over $480,000

• Calvert County, to 3.20% from 3.00%

• Cecil County, to 2.74% from 2.75%

• St Mary’s, to 3.20% from 3.00%

Although Cecil's rate decreased to 2.74%, the rate brackets applied will remain unchanged at 2.75%. For 2025, following brackets will be used: 2.25%, 2.40%, 2.65%, 2.75%, 3.00%, 3.05%, 3.10%, and 3.20%.

Attention: For more information, see:

• https://www.marylandtaxes.gov/forms/25-forms/Withholding-Guide.pdf

• https://interactive.marylandtaxes.gov/forms/Tax_Publications/Tax_Facts/Withholding_Tax_Facts/Withholding-Tax-Facts-2025.pdf

Massachusetts provided the draft of Circular M with income tax withholding tables effective January 1, 2025. In the instruction for the Percentage Methods for Wages Paid from January 1, 2025, the inflation-adjusted threshold for the surtax increased from $1,053,750 to $1,083,150.

Attention: For more information, see: Circular_M_2025_Massachusetts_DRAFT.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Michigan released the 2025 Income Tax Withholding Guide. The value of a state allowance increased from $5,600 to $5,800.

Attention: For more information, see: 446 Michigan Income Tax Withholding Guide.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Minnesota released the Income Tax Withholding Instruction Booklet and Tax Tables effective January 1, 2025, with the following changes:

• The value of a state allowance increased from $5,050 to $5,200.

• The tax brackets used in the percentage method were adjusted.

Attention: For more information, see: https://www.revenue.state.mn.us/sites/default/files/2024-12/wh-inst-25_0.pdf.

Mississippi released the Computer Payroll Accounting for periods in 2025. The withholding tax rate decreased from 4.7% to 4.4%.

Attention: For more information, see: https://www.dor.ms.gov/sites/default/files/Business/Computer%20Payroll%20Flowchart%20-%2009-26-23.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Missouri released the 2025 Missouri Withholding Tax Formula with the following updates:

• The withholding formula uses tax rates of zero to 4.7%, instead of the previous range of zero to 4.8%.

• The state’s standard deductions have increased for all filing statuses.

• The state’s supplemental tax rate decreased to 4.7%.

Attention: For more information, see: https://dor.mo.gov/forms/Withholding%20Formula_2025.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

In the latest Montana Employer and Information Agent Guide, the tax brackets used in the percentage method were adjusted for all filing statuses.

Attention: For more information, see: Montana Employer and Information Agent Guide.

To support the state requirements, this update changes the description of MARRIED to “Married filing jointly or qualifying surviving spouse” in the STATE_FILING_STATUS table. This update also adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Nebraska released Circular EN with the following updates effective January 1, 2025:

• The annual state allowance increased from $2,250 to $2,360.

• The tax brackets have been adjusted with a tax rate range of zero to 5.37%, instead of the previous range of zero to 6.10%.

Attention: For more information, see: https://revenue.nebraska.gov/sites/default/files/doc/business/Cir_En_2024/2025cir_en_whole.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Starting with the fourth quarter 2024 tax filing (period ending 12/31/24, due 1/31/25), the New Hampshire Employment Security revised the wage filing requirements. All wage entries must now include the employee's full first name.

Old NHES Format	New NHES Format
All data records must be a fixed length of 47 bytes. Each record shall contain the following data elements:	All data records must be a fixed length of 62 bytes. Each record shall contain the following data elements:

Attention: For more information, see: https://www.nhes.nh.gov/.

New Mexico provided following state tax updates effective 01/01/2025:

• The lowest nonzero tax rate used in the formula decreased from 1.7%, to 1.5%, while the highest rate remained at 5.9%.

• The tax brackets used in the percentage method were also adjusted.

Attention: For more information, see: https://www.tax.newmexico.gov/all-nm-taxes/current-historic-tax-rates-overview/withholding-tax-rates/.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Due to the pending status of the New York City pay data reporting bill, Costpoint has not yet implemented the functionality to generate the applicable pay data reports. However, you can now link labor locations to specific New York City boroughs in preparation for future pay data reporting requirements.

Attention: For more information, see: https://legistar.council.nyc.gov/LegislationDetail.aspx?ID=6788483&GUID=CDAAC0E3-EEC3-4CBA-8467-476D863BB303&Options=ID|Text|&Search=int.+982-2024

Costpoint now allows you to set up the data for New York City pay data reporting by county. To use this new feature, you must use a state code of “NY” for New York on the Manage States and Provinces application.

Manage Labor Locations/Locals (LDMLLOC)

The application adds a new County field. This is enabled if you select NY (New York) as the state and have a Human resources license.

Field	Description
County	The County field is currently only available when the state is Illinois or New York and there is an HR license. The County field is currently only used for reporting Pay Data information by county/borough in the EEO-1 Report application. The lookup for New York will display only the five counties within New York City: Bronx, Kings, New York, Queens, and Richmond.

The changes to New York’s quarterly withholding and unemployment tax return, including the ability to file amended returns online, are planned to launch in March 2025. These include the following:

• On Form NYS-45, Quarterly Combined Withholding, Wage Reporting, and Unemployment Insurance Return, you must file all parts together as a single return.

• This includes Part A – Unemployment insurance (UI) information, Part B – Withholding tax (WT) information, and Part C – Quarterly employee/payee wage reporting and withholding information. You no longer have the option to file the three parts separately. In addition, if you are required to report both Wages and Other wages, you must submit this information on one return.

• On Form NYS-45 Part C, you must separately report New York State, New York City, and Yonkers tax withheld for each employee.

• Part C – Employee wage and withholding information will be uploaded in the NYS-45 Web File application.

• The Web application will accept files with a .csv, .zip, .txt, or .rpt extension.

 

Wage Reporting Web Upload: Electronic Reporting Format

The following is the Employee Wage record-flat file layout, using the .zip, .txt, or .rpt extension:

Position	Element name	Length	Remarks
1-2	Record identifier	2	Constant RS
3-4	State code	2	Constant 36
5-9	Filler	5	Blanks
10-18	Social Security number (SSN)	9	Numeric; right-justify and zero-fill
19-33	Employee first name	15	Left-justify and fill with blanks; commas not permitted
34-48	Employee middle name or initial	15	Left-justify and fill with blanks; commas not permitted
49-68	Employee last name	20	Left-justify and fill with blanks, commas not permitted
69-72	Suffix	4	Left-justify and fill with blanks
73-194	Filler	122	Blanks
195	Wage type	1	Wages type identifier; applies only to quarterly wages 1 Alpha character: W or O
196-202	Filler	7	Blanks
203-213	State quarterly UI remuneration (column g)	11	Wages subject to UI in New York State; right-justify, zero-fill, dollars and cents, implied decimal
214-275	Filler	62	Blanks
276-286	Gross federal wages or distribution subject to withholding (column f)	11	Wages, tips and other compensation subject to New York State withholding tax; right-justify, zero-fill, dollars and cents, implied decimal
287-297	Total NYS tax withheld (column h)	11	NYS income tax withheld; right-justify, zero fill, dollars and cents, implied decimal
298-319	Filler	22	Enter blanks.
320-330	Total NYC tax withheld (column i)	11	NYC income tax withheld; right-justify, zero-fill, dollars and cents, implied decimal
331-346	Filler	16	Enter blanks.
347-357	Total Yonkers tax withheld (column j)	11	Yonkers income tax withheld; right-justify, zero-fill, dollars and cents, implied decimal
358-512	Filler	155	Blanks

Attention: For more information, refer to instructions: https://www.tax.ny.gov/e-services/wcwf/#upload-specs.

 

Forms and Publications Changes

Change	Publication
New (Coming soon)	Publication 72.5, Electronic Reporting of Form NYS-45 Information (This replaces Publication 72, Electronic Reporting of Form NYS-45 Information, and Publication 911, Electronic Reporting of Quarterly Wage and Withholding Tax Information Based on Federal Formats.)
Updating (Coming Soon)	Publication 50, Employer's Guide to Unemployment Insurance, Wage Reporting, and Withholding Tax Form NYS-45, Quarterly Combined Withholding, Wage Reporting, and Unemployment Insurance Return, and instructions
Retiring	Publication 69, Electronic Reporting of Quarterly Combined Wage and Withholding Tax Information Publication 72, Electronic Reporting of Form NYS-45 Information Publication 911, Electronic Reporting of Quarterly Wage and Withholding Tax Information Based on Federal Formats

Attention: For more information, see the forms and publications changes for withholding: https://www.tax.ny.gov/bus/wt/changes-2025/forms-pubs.htm.

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now provides you with the option to select the Employee Wage record flat-file layout effective March 2025, which separately reports New York State, New York City, and Yonkers tax withheld. A new File Layout Options group box contains the following field:

Field	Description
File Layout	From the drop-down list, select the format of the file that will be generated. For New York, you can select the following options: 128-Byte Employee Wage Record Flat File (RS) For the District of Columbia, you can select the following options: DCETS Employer EFW2 (for use when DCETS goes live) ESSP Employer EFW2 For other states, this field displays a non-editable Default value.

Effective March 2025, the New York 128-Byte file layout will be replaced by the Employee Wage Record Flat File Layout. The Create Quarterly SUTA Tax File screen has been updated to support this change as of March 1, 2025.

 

Create Quarterly SUTA Tax File (PRPSMM)

To improve the clarity on the use of supported file formats, the Create Quarterly SUTA Tax File screen now displays only the file format applicable to the state for which you are generating the file. This update ensures that you view only the relevant file formats for your state. This feature includes the following changes:

• Instead of the default value, the File Layout field now displays the selected state’s file layouts that are supported by Costpoint. This field also displays a state’s new file format with a future effective date, which allows you to immediately use the new file format upon its effective date without waiting for a Costpoint release.

• If reporting state is New York, the File layout field displays Employee Wage Record Flat File Format (RS record).

• The District of Columbia’s file layout names were updated to:

• ESSP Employer ICESA

• DCETS Employer ICESA (for use when DCETS goes live)

North Carolina provided the 2025 Income Tax Withholding Tables and Instructions for Employers, which includes the following updates:

• The rate used for withholding decreased from 4.6% to 4.35%.

• The supplemental tax rate decreased from 4.6% to 4.35%.

Attention: For more information, see: https://www.ncdor.gov/income-tax-withholding-tables-and-instructions-employers/open.

To support the state requirements, the descriptions of North Carolina’s state filing statuses were updated to match the filing statuses in North Carolina’s Employee’s Withholding Allowance Certificate (NC-4). This update also adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

North Dakota released the Income Tax Withholding Rates and Instructions for wages paid in 2025. The following are the changes:

• The value of an allowance used with Forms W-4 before 2020 increased from $4,300 to $5,050 annually.

• The tax brackets for the percentage method have been updated.

Attention: For more information, see: https://www.tax.nd.gov/sites/www/files/documents/misc-discuss-folder/Final_2025%20Income%20Tax%20Withholding%20Rates%20%20Instructions.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Employers need to submit W-2 forms to both the Ohio Department of Taxation and the Regional Income Tax Agency (RITA) if:

• The employer is located in or has employees working in municipalities that are part of the RITA system.

• The employer withholds municipal income tax for municipalities that RITA administers.

Beginning with Tax Year 2024, RITA requires the following:

• Electronic submission of W-2s for employers issuing 10 or more Forms W-2 during a calendar year

• RITA-specific fields, including the municipality code, municipality name, taxable wages, and the corresponding tax withheld

In this release, Costpoint adds the ability to generate the local EFW2 file that meets the RITA W-2 reporting requirements.

 

Manage Local Taxes (PRMLTI)

If you enter OH (Ohio) in the State field and select City Income Tax (Residence Only) from the Tax Type drop-down list, the Jurisdiction Code field changes to City Code (OH).

If you enter OH (Ohio) in the State field and select R.I.T.A. from the Ohio Tax Collection Agency drop-down list, enter a valid three-digit RITA municipality code in the City Code (OH) field. For the three-digit RITA municipality code, please refer to the following link: https://www.ritaohio.com/TaxRatesTable.

 

Create State W2 File (PRPW2S)

The application can now generate the new EFW2 file for Ohio RITA filing and a new Local W-2 File Report. To support this new functionality, the screen adds the following drop-down list:

Field

Description

OH Tax Reporting Agency

This field will be enabled only if the reporting state is Ohio. From the drop-down list, select the tax agency where you will file the W-2 information. The file layout will depend on the selected tax agency. The valid values are: Ohio Department of Taxation: Select this option to print the State W-2 File Report and to generate the state EFW2 file. Regional Income Tax Agency: Select this option to print the Local W-2 File Report and to generate the local EFW2 file. The default value will be Ohio Department of Taxation for state filing.

Oregon released the Withholding Tax Formulas effective January 1, 2025, with the following changes:

• The federal tax adjustment amount increased from $8,250 to $8,500 for an employee with annual wages up to $50,000.

• The federal tax adjustment phase out amounts for an employee with annual wages of $50,000 or greater has changed in 2025.

• The tax table has changed for an employee with annual wages up to $50,000.

• The tax table has changed for an employee with annual wages of $50,000 or higher.

• The allowance amount increased from $249 to $256.

• The standard deduction amount increased from $2,745 to $2,835 for an employee filing “Single” with fewer than three allowances.

• The standard deduction amount increased from $5,495 to $5,670 for an employee filing “Single” with three or more allowances.

• The standard deduction amount increased from $5,495 to $5,670 for an employee filing “Married.”

Attention: For more information, see: https://www.oregon.gov/dor/forms/FormsPubs/withholding-tax-formulas_206-436_2025.pdf.

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

In addition, a new filing status, DID NOT SUBMIT OREGON W4, was added in Costpoint. This is in compliance with HB 2119, which is an existing Oregon requirement effective 01/01/2020. This filing status will be used to withhold income tax at a rate of eight (8) percent of employee wages if the employee has not provided a withholding statement or exception certificate.

 

Compute Payroll (PRPCPR)/Manage Payroll Records (PRMPTF)

The computation of the Personal Exemption Credit Amount for Oregon was updated to include new programming effective for the 2025 payroll year. It now incorporates the following filing statuses:

• SINGLE

• SINGLE 3 OR MORE ALLOWANCES

• MARRIED OR SINGLE

• DID NOT SUBMIT OREGON W4

Rhode Island released income tax withholding tables effective January 1, 2025. The updates are:

• The tax brackets used in the percentage method were adjusted for all filing statuses.

• The annual wage threshold above which the value of an allowance becomes zero increased from $274,650 to $283,250

Attention: For more information, see: https://tax.ri.gov/sites/g/files/xkgbur541/files/2024-12/2025%20Withholding%20Tax%20Booklet_0.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

South Carolina provided the following state tax updates effective January 1, 2025:

• The value of a state allowance increased from $4,610 to $4,860.

• The maximum standard deduction increased from $6,925 to $7,300.

• The tax brackets used in the percentage method were also adjusted, with 6.2% as the highest rate, from 6.4%.

Attention: For more information, see: https://dor.sc.gov/forms-site/Forms/WH1603F_2025.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

The 2024 Vermont Specifications for Electronic W-2 (EFW-2) Filing has been updated. The employee's contribution to the Child Care Contribution will be reported in RS record, position 338-348.

Attention: For more information, refer to: https://tax.vermont.gov/sites/tax/files/documents/GB-1118.pdf.

To support the state requirements, this release updates the Create State W-2 File screen.

This enhancement requires the following:

• cp82_bundle_cye2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

Vermont released the 2025 Income Tax Withholding Instructions, Tables, and Charts effective January 1, 2025. The following are the changes:

• The value of a state allowance increased to $5,300 annually, from $5,100.

• The tax brackets used in the percentage method were adjusted.

Attention: For more information, see: https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2025.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

The tax tables of the Virgin Islands were updated to align with the 2025 federal percentage method tables.

Attention: For more information, see: https://www.irs.gov/forms-pubs/about-publication-15-t.

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

West Virginia released the Employer’s Withholding Tax Tables effective January 1, 2025. The percentage method withholding tables have been updated, reducing the tax rates from a range of 2.36%–5.12% to 2.22%–4.82%.

Attention: For more information, see:

• Employer's Withholding Notice: https://tax.wv.gov/Documents/Withholding/it100.1a.pdf

• Percentage Method of Withholding: https://tax.wv.gov/Documents/Withholding/it100.2a.pdf

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Ask Dela now uses the Costpoint Help to answer "How To" questions more efficiently. Dela can generate links to relevant sources from the Costpoint Help, providing faster, more accurate support.

Note: The Opt-In capability is available to Costpoint Cloud Customers only.

As an administrator, use the Opt-In capability to enable designated new features for your Costpoint users. Opt-In features are optional during a specific timeframe. In a future Costpoint release, the features will be enabled automatically for all users.

This enhancement supports testing by users in your company. When you enable an Opt-In feature in a sandbox database, you give your users the opportunity to experience how that feature will potentially impact their workflow, data, and application use. You control the timing of this testing, which can take place before you enable the feature in a production database and before the feature is automatically enabled for all users in a release.

During the opt-in timeframe, you can also disable most Opt-In features if necessary. Once the opt-in timeframe is complete, the features are automatically enabled in the subsequent Costpoint release. While some Opt-In features may have additional settings or security to enable, most will become standard in the product.

Enable and disable the Opt-In features during the opt-in timeframe in the Manage Opt-In Features (SYMFEATURE) application in Costpoint.

 

The following Costpoint 2025.2 features include the option to opt in:

• • • Automatically assign employee termination information and deactivate Costpoint user account

    • Update to utilize Costpoint Multicurrency Table in Time & Expense

    • 1099 Corrections

    • Subcontractor Management Transaction Detail Updates and Archive with Reports

    • Cash Account Transaction Description for Cash Receipts

    • Prospective Vendor Email Notifications

    • Vendor Certification Enhancement

    • Quick Entry Expense Report - Phase 3

    • Quick Entry Expense Authorization

The following Costpoint features were previously Opt-In for the 8.2.15 release and are now enabled for all users in the 2025.2 release:

• Enhanced Schedule Bill Description

• Bank Account Integration with Costpoint

• EFT International Format (IAT)

• Purchase Order Payment Schedules

• Expand Prospective Vendor Functionality to MM and AC

• Subcontractor Management Work Assignment Preprocessor

• 1099 Combined Federal/State Filing (CF/SF) Program for Participating States

• Settlement Reversal

• Manage/Approve Timesheet UI Updates

Throughout the Costpoint content, the Opt-In feature topics will be identified with the following label: (Opt-In Available).

In addition, the opt-in feature topics will include the following statement:

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Attention: For more information about Costpoint’s Opt-In capability, see Knowledge Base article #115359 in the Deltek Customer Care Knowledge Base.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now allows you to enter custom descriptions for your cash account transactions when you enter cash lines using Manage Cash Receipts or Import Cash Receipts. 

This update overcomes the previous limitation where the description for cash line journal entries defaulted to the cash account's name set up in Configure Accounts Receivable Settings and also significantly improves transparency by providing detailed visibility into the sources of your cash receipts, enabling more accurate record-keeping and easier identification of transaction details. 

In addition, the custom descriptions you provide will automatically be reflected across various Costpoint Accounts Receivable screens, including those used for copying, reversing, and posting cash receipts. These custom descriptions will also be included in cash receipt reports, ensuring consistency and clarity in your financial documentation.

Multiple Costpoint Accounting screens have been updated to support this feature.

 

Manage Cash Receipts (ARMCR)

The Manage Cash Receipts screen now has multiple new fields to support the entry of cash receipt types and custom descriptions for your cash receipt detail lines.

Location	Field	Description
Main Screen	Default Cash Receipt Type	Use this field to enter a preset receipt type for cash receipt detail lines. The value you enter in this field will automatically be reflected in the Cash Receipt Type field of each new line in the Cash Receipt Details table window. You can enter up to 15 alphanumeric characters.
Cash Receipt Details Table Window	Cash Receipt Type	Use this field to enter the method or source by which you received payment. If you entered a Default Cash Receipt Type, that value displays in this field for new detail lines.
Cash Receipt Details Table Window	Cash Line Description	Use this field to enter a custom description for the cash receipt detail line. If this field is blank when you save the record, the value will default to the cash account description.

In addition, three unlabeled fields, formerly removed, that display the names of the values you select in the Account, Organization, and Project fields have been re-added to the Cash Receipt Detail table window for easier identification and tracking of account/organization/project combinations in details lines.

 

Import Cash Receipts (AOPUTLCR)

The Import Cash Receipts screen now includes a new field and an enhanced CSV input file layout. This update allows you to enter different cash receipt types and add custom descriptions for your cash receipt detail lines during the import process.

The Default Cash Receipt Type field, now available in the Input File Options group box, allows you to enter a preset receipt type for the detail lines in the input file. The value you enter in this field will be assigned to imported detail lines that have a blank Cash Receipt Type. 

In addition, two new columns have been added to the CSV input file:

Column	Costpoint Field	Type	Length	Required or Optional	Format/Notes
Cash Receipt Type	CASH_RECEIPT_TYPE	Alphanumeric	15	Optional	Use this column to enter the method or source by which you received payment. If this column is blank, the Default Cash Receipt Type will be assigned.
Cash Line Description	CASH_ACCT_TRN_DESC	Alphanumeric	30	Optional	Use this column to enter a custom description for the detail line. If you leave this column blank, the value will default to the cash account description.

Because the new fields mentioned above are available only for CSV, when you import cash receipts using a NACHA or EDI file and view the imported records in Manage Cash Receipts, the Cash Line Description field will display the cash account description set in Configure Accounts Receivable Settings.

 

Post Cash Receipts (ARPCR) 

The Post Cash Receipts screen has been updated to use the value of the Cash Line Description field of cash lines instead of their Transaction Description when you post them to the general ledger and when you print the Cash Receipts Journal. This enhancement ensures that the custom descriptions you provide for each cash line are accurately reflected in your financial records.

 

Copy/Reverse Cash Receipts (ARPRESCR) 

The Copy/Reverse Cash Receipts screen has been updated to reflect the values of the Cash Receipt Type and Cash Line Description fields of detail lines when reversing or copying cash receipts. This enhancement ensures that the details of the original transactions are accurately carried over, providing consistency and clarity in your cash receipt records.

 

Print Cash Receipts Edit Report (ARRCR) and Print Cash Receipts Register Report (ARRCRREG)

The Print Cash Receipts Edit Report and Print Cash Receipts Register Report screens now feature a new Cash Receipt Type report column. This column displays the receipt type for each cash line, enhancing the clarity and detail of your financial reports to help you quickly identify the source of the cash for each line.

In addition, reports generated from these screens now display the value of the Cash Line Description fields, if available, in the Transaction Description column. Otherwise, if the Cash Line Description is blank, the previous functionality of using the line’s transaction description remains.

Costpoint now offers you the capability to quickly view an AI-generated summary of a customer's activities and performance. 

Information generated by this feature include:

• Customer payment trends on last 10 invoices paid

• Top 10 accounts receivable balances by project and invoice

• Active project financial data

• CPARs rating summary (if you are licensed for Capture and Contracts)

• Opportunity review (if you are licensed for Capture and Contracts)

• Customer communication overview (if you are licensed for Capture and Contracts)

To use this feature, query a customer record on the Manage Customers screen and click the new Smart Summary button.

Costpoint now offers you the capability to quickly view an AI-generated summary of a vendor’s activities and performance. 

Information generated by this feature include:

• Vendor payment trends

• Projects with recent vendor invoice activity

• Top 10 outstanding unpaid vouchers (by due date)

• Performance statistics (if you are licensed for Materials)

• Current purchase order commitments (if you are licensed for Materials)

To use this feature, query a vendor record on the Manage Vendors screen and click the new Smart Summary button.

Costpoint introduces a new and improved process for updating general ledger (GL) beginning balances, enabling you to view specific balance details for transactional currencies that have undergone settlement revaluation or balance sheet revaluation. Previously, GL beginning balances displayed only totaled amounts for each transactional currency. 

With this enhancement, transactional currencies involved in revaluations will now have separate lines, one for each balance sheet revaluation (BSR) currency used. 

This update simplifies tracking and improves financial insight by offering greater visibility into revaluation details.

Several screens in the General Ledger module have been enhanced to support this feature.

 

Update General Ledger Beginning Balances (GLPUPBB)

The Update General Ledger Beginning Balances screen now features an improved calculation method that accounts for account/organization/currency combinations.

This upgrade enables Costpoint to identify transactional currencies that have undergone revaluation, calculate beginning balances for each of those transactional currencies based on the Balance Sheet Revaluation (BSR) currency used, and convert those transactional balances accurately into their functional currency values.

When you run the update process, Costpoint applies the new calculation method and saves a separate line for each revalued transactional currency and the BSR currency used for its revaluation.

 

Transactional Currency Beginning Balances Subtask 

The Transactional Currency Beginning Balances subtask has been improved to display separate lines for each transactional currency and BSR currency combination on both the Manage Project Beginning Balances and Manage Non-Project Beginning Balances screens. 

This enhancement provides greater clarity and precision by displaying revalued transactional currencies individually. You will now be able to view distinct entries for each currency combination, with the new BSR Currency field as a key criterion. This change ensures more accurate calculation of a currency’s Beginning Balance Amounts (transactional and functional).

Previously, the subtask displayed only one line per transactional currency. With this update, revalued currencies, whether through revaluation settlement or balance sheet revaluation, will have their own lines, making it easier to track and manage your financial data.

To automate the data entry process for new contract records, Costpoint will be integrating Intelligent Character Recognition (ICR) with contract record creation. This process will extract specific fields from contract documents and map them to corresponding fields on the Manage Contracts screen, reducing manual data entry errors and improving the accuracy and efficiency of entering new contracts into Costpoint. 

This enhancement will be rolled out in multiple phases.

In Costpoint 2025.2, new system roles have been added to the Manage Functional Roles (SYMROLE) and Manage Contract Management Roles (CTMROLES) screens:

• Address Offer (AO)

• Deliver To (DT)

• Payments By (PB)

• Ship To/Mark For (ST)

• Submit Invoices To (SI)

In a future release, the contract ICR process will use these roles to assign client information during document scanning and mapping. However, contract managers will still have the option to manually assign these codes to a customer in Manage Contracts. 

The following existing system roles will also be used with the new contract ICR process:

• Administered By (AB) 

• Issuing Client (IC)

Note: To display a role on the Manage Contract Management Roles screen and use this role on screens in the Capture & Contracts domain, make sure that you select the Capture & Contracts checkbox on the Manage Functional Roles screen for that role.

This feature simplifies the creation of new contract records by allowing customization of required contract fields. You can tailor your contract management processes to meet specific needs and regulatory requirements by identifying and setting up mandatory fields within contract records. 

 

Configure Contract Management Settings (CTMSETNG)

The new Contract Required Field Settings subtask on this screen allows you to specify which fields in the Manage Contracts application should be mandatory. You may select one or multiple fields, or leave all checkboxes unselected if no fields are required. 

The new CNTR_RQRD_FIELD table will store settings for the subtask. When you create a new contract record, Costpoint uses this table to determine which fields specified on the subtask are required. Fields marked as required on this subtask will also be mandatory on the Manage Contract Defaults and Manage Contracts screens. 

Note: For this release, only fields that were previously required on the Contract Info tab of Manage Contracts are included on the Contract Required Field Settings subtask.

Required fields are determined at the company level. If you change the setting for a field on this subtask and save the record, you must close the Manage Contracts application and then run the Rebuild Global Settings screen to ensure that your changes are applied.

If a field was initially designated as optional and contract records were created without values for this field, subsequent updates to these contract records will require valid values once the field is changed to required.

 

Manage Contract Defaults (CTMCNTRDFLT)

The new Required column on the Manage Contract Defaults Details subtask indicates whether a field is mandatory in contract records. The Required checkboxes are not editable on this screen. To make changes, use the Contract Required Field Settings subtask in Configure Contract Management Settings.

 

Manage Contracts (CTMCNTR)

This application has been modified to reflect the required field settings specified on the Contract Required Field Settings subtask of Configure Contract Management Settings. 

If a field was initially set as optional and contract records were created without values for it, any subsequent updates to these contract records will require valid values once the field is changed to required in Configure Contract Management Settings. 

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

This feature includes enhanced security measures and also updates the existing Cybersecurity Maturity Model Certification (CMMC) information in Costpoint. It aims to ensure compliance with CMMC standards, improve data protection, and provide you with clear guidelines and status tracking for your cybersecurity compliance within the ERP system. 

A new screen, Manage Vendor Certifications (APMVENCERT), allows you to configure certifications and associated data for use in other Costpoint applications. You can define different certifications, link them to corresponding agencies and professional organizations, and customize each certification by setting up its levels and status.

Several existing screens in the Accounting and Capture & Contracts domains have also been modified to include new fields that meet the updated compliance requirements.

 

Manage Vendor Certifications (APMVENCERT)

Costpoint now has the new Manage Vendor Certifications screen, allowing you to effortlessly set up and record certification information for your vendors, and use the certification information in other Costpoint screens. 

You can access this screen in Accounting » Accounts Payable » Vendor and Subcontractor Controls.

It has the following fields.

Field	Description
Certification Code	Use this field to enter a unique alphanumeric identifier for the certification record.
Certification Name	Use this field to enter the name for the certification.
Agency Code	Use this field to enter or select the identifier of the agency that issued the certification. The value you enter in this field must have a corresponding record on the Manage Agencies screen. This field is enabled only if you are licensed for Capture & Contracts. If you entered a value in this field, the Professional Org Code field is disabled.
Agency Name	This field displays the name of the agency. This field is enabled only if you are licensed for Capture & Contracts.
Professional Org Code	Use this field to enter or select the identifier of the professional body that issued the certification. The value you enter in this field must have a corresponding record on the Manage Professional Organizations screen. If you entered a value in this field, the Agency Code field is disabled.
Professional Org Name	This field displays the name of the professional organization.
Show in Lookup	Select this checkbox to display the certification record in application Lookups.

 

Level Subtask

Use the Level subtask to set up different degrees for each certification record. It has the following fields.

Field	Description
Level Code	Use this field to enter a unique identifier for the certification level.
Level Description	Use this field to enter the description for the certification level.
Show in Lookup	Select this checkbox to display the certification level in application Lookups.

 

Status Subtask

Use the Status subtask to configure statuses for each certification record. It has the following fields.

Field	Description
Status Code	Use this field to enter a unique identifier for the certification status.
Status Description	Use this field to enter the description for the certification status.
Show in Lookup	Select this checkbox to display the certification status in application Lookups.

 

Manage Subcontracts (CTMSBCNTR)

This enhancement adds the Security/Vendor Certifications tab to the Manage Subcontracts screen. The new tab includes the Vendor Certifications subtask, where you can define various certifications for the vendor associated with the subcontract record. You can link these certifications to their respective agencies and professional organizations and customize each certification by setting its level and status. Only certifications that have the Show in Lookup checkbox selected in Manage Vendor Certifications can be entered on the Vendor Certifications subtask.

Changes made to the Vendor Certifications subtask update the new VENDOR_CERTIFICATIONS table.

The new tab also includes the Security Requirements group box and the CMMC Level field that were previously available on the Subcontract Info tab. 

Note that the CMMC Level field is now disabled and is for reference purposes only. This field will be removed in a future Costpoint release as we transition to a more flexible rating system that you can define yourself. Because there are no mappings between CMMC 1.0 and CMMC 2.0, existing data cannot be transferred to the new 2.0 ratings. 

You can, however, add your CMMC level to the Manage Vendor Certifications screen, which provides you with more options in defining your CMMC information. Then, you can associate this certification with the subcontractor/vendor using the Vendor Certifications subtask.

 

Manage Vendors (APMVEND), Manage Prospective Vendors (APMPRVEND), and Manage Contract Management Vendor Info (CTMVEND)

The Vendor Certifications subtask added to Manage Subcontracts is also accessible on these three screens. When you define a certification for a vendor (whether prospective or active) in Manage Subcontracts or on any of these screens, that certification will display in the other applications when you access the vendor or prospective vendor record. Any certification-related changes made in one application will be reflected across the others. Updates to this subtask are also reflected in the VENDOR_CERTIFICATIONS table, regardless of the screen being accessed. 

Similar with the change in Manage Subcontracts, the CMMC Level field in Manage Vendors, Manage Prospective Vendors, and Manage Contract Management Vendor Info is now read-only. 

Subtasks in Manage Prospective Vendors and Manage Contract Management Vendor Info have also been rearranged, with the Vendor Employees and Vendor Certifications subtasks now positioned before the other subtasks. 

 

Approve Prospective Vendors (APMPRVENDA) and Approve Prospective Vendors (CTMVENDA)

During the approval process, if there are records in the VENDOR_CERTIFICATIONS table and the VENDOR_CERTIFICATIONS.VEND_ID field is blank, these applications now insert the newly created VEND_ID into VENDOR_CERTIFICATIONS.VEND_ID. 

Costpoint ICR functionality now uses Microsoft Azure OpenAI services for its ICR functionality for invoices and receipt scans. This feature affects Costpoint Web and PWA experiences. This functionality is now available for all GCCM customers.

A tooltip has been added to the Company field on the Global Toolbar to display the full, non-truncated environment information.

The Passkey interface has been updated to be more user-friendly and align with industry standards. This includes automatic detection of usernameless login, an updated device registration dialog, and refreshed user interface and wording based on FIDO recommendations.

The Passkeys subtask on the Configure User Preferences screen now only displays essential information, such as description, registration date, last used date, and passkey active status. The fingerprint icon on the Costpoint Login screen initiates the device registration flow if no device is registered but Passkey is enabled.

The interface for Ask Dela and Smart Summaries has been redesigned for a more intuitive and streamlined user experience. This update includes a new user interface. The drag-and-drop functionality has been simplified with the removal of Drop Areas, and a new two-directional resizing feature has been added.

The Clear Users application now displays the IP address, server, device, and browser information for user sessions in the following new columns:

• Client IP Address

• Server Name

• Client Browser

• Client Device

The information in these columns allow you to monitor user access patterns, such as logins from mobile vs. laptop devices.

Costpoint now supports OAuth authentication for Exchange Online, ensuring uninterrupted email services for customers using Exchange Online as their SMTP server.

To streamline the process of authenticating to Azure and managing email registration, the Product Configuration Utility now includes the new Azure Apps and Exchange Email tabs. Use the Azure Apps tab to enter details for Alias ID, Name, Directory ID, App ID, and Certificate and to generate a new certificate. Use the Exchange Email tab to enter an Alias ID, Company ID, and Mailbox.

Costpoint now includes the system name in its job email notifications, making it easier for administrators to identify the environment related to a specific error. 

The Manage Opt-In Features screen has transitioned from date-based to version-based release management, allowing for more efficient management of new features and updates.

In support of this feature, the current Available On and Automatically Enabled On columns that display the date and time of Opt-In availability have been replaced with the following columns:

• Available In: This column displays the Costpoint version number in which the Opt-In feature can be enabled.

• Automatically Enabled In: This column displays the Costpoint version in which the Opt-In feature will be enabled automatically.

Also, the Schedules subtask link has been removed from the Manage Opt-In Features screen.

This feature allows Supplier Portal users to see the vendor information, request for quotes, work assignments, purchase orders, shipments, and invoices that pertain to the vendor address(es) assigned to the Supplier Portal User record only. 

 

Manage Users (SYMUSR) 

The Supplier Vendor Lookup now filters the list of vendors to display if the Supplier Portal Enabled checkbox is selected on the Manage Vendors screen.

A new Vendor Address Codes subtask has been added to the application and is accessible from the Company Access subtask. Use this subtask to assign vendor addresses to Supplier Portal users who should only see vendor data, RFQs/quotes, purchase orders, and invoices for that organization address.

The Vendor Address Codes subtask is available and enabled if Supplier Portal Vendor is selected and not blank on the Company Access subtask.

Note that assigning or deleting addresses for a user does not automatically update the record on the Vendor Contact subtask of the Manage Vendors screen. Manually update the vendor contact in Manage Vendors to reflect the same changes.

 

Supplier Portal Dashboard (SPDSP) 

The application now filters records to display on the dash parts based on the user login Supplier Portal vendor and vendor address. 

 

Manage Vendors (SPMVEND) 

The application now filters purchase order records to display based on the user login Supplier Portal vendor and vendor address code linked to the records.  

 

Supplier Portal  (SPMSPACT)

The following applications now filter access to purchase order records based on the user login Supplier Portal vendor and vendor address code linked to the records. 

The same change applies to the following screens:

• Manage Shipping Information (SPMSHIP) 

• Intracompany Work Assignments (SPMSIWA)

• Manage Invoices (SPMINVC)

 

Manage Quotes  (SPMQTV)

The application now filters request for quotes records to display based on the user login Supplier Portal vendor and vendor address linked to the record(s). 

 

Approve Prospective Vendors (CTMVENDA)

You can now use a user ID or login ID for multiple vendor address codes or vendor contacts. You need to make sure that the contact details (Last Name, First Name, and Email) for the user ID/login ID are consistent in Manage Users, especially if the user ID already exists on that screen. You will encounter an error message if you try to delete a vendor contact under an address code if a user is linked to that contact.

The same change applies to the following screens:

• Manage Contract Management Vendor Info (CTMVEND) 

• Manage Vendors (APMVEND) 

• Approve Prospective Vendors (APMPRVENDA) 

• Manage Prospective Vendors (APMPRVEND) 

This feature adds a control setting in Configure Purchase Order Print Options that allows a company to decide on a default for the Print Original Due Date checkbox when printing from the Manage Purchase Orders or Print Purchase Orders screen.

 

Configure Purchase Order Print Options (POMPOPTS)

You can now print the original due date on the purchase order using the Print Original Due Date checkbox. This option is used as the default when printing purchase orders (POs) from the Manage Purchase Orders screen and the Manage Supplier Actions screen. The value of this checkbox defaults to the Print Purchase Orders and Print Purchase Order Change Orders screens.

 

Manage Purchase Orders (POMMAIN)

When you print a purchase order (PO) or PO change orders from the screen, an option to print or not to print the original due date will be available from the Configure Purchase Order Print Options screen (POMPOPTS). If the Print Original Due Date checkbox on the Configure Purchase Order Print Options screen is not selected, Costpoint prints the PO line's due date instead.

 

Print Purchase Order (PORPPO)

The default for the Print Original Due Date checkbox is retrieved from the Manage Purchase Orders Print Options screen.

 

Manage Supplier Actions (SPMSPACT)

An Original Due Date field has been added to the screen. When you print a purchase order (PO) or a PO change order from this screen, an option to print the original due date on the report is available if the Print Original Due Date check box is selected from the Configure Purchase Order Print Options; otherwise, the PO line due date is printed.

 

Set Up Company (SYPCOMP)

The application now copies the new option from the Configure Purchase Order Print Options screen when you create a new company.

This update adds tables to capture deletions of data that are pertinent to TIP integration so that TIP can track those deletions and update integrated data accordingly. 

 

Manage Manufacturing Orders (PCMMOMNT)

When you delete any row from the following tables, the deleted data is now added to its respective deletion table:

• MO_HDR is deleted, a trigger will populate TIP_DEL_MO_HDR 

• MO_RQMT is deleted, a trigger will populate TIP_DEL_MO_RQMT

• MO_ROUTING is deleted, a trigger will populate TIP_DEL_MO_ROUTING

• MO-related row from SERIAL_LOT is deleted, a trigger will populate TIP_DEL_SERIAL_LOT_MO 

 

Manage Manufacturing Bills of Material (BMMMBOM1) 

When you delete any row from MFG_BOM, the deleted data is now added to TIP_DEL_MFG_BOM. 

 

Manage Routings (RUMROUT)

When you delete a row from the ROUTING_HDR table, the deleted date is now automatically added to the new TIP_DEL_ROUTING_HDR table. Similarly, when you delete a row from the ROUTING_LN table, the deleted data is added to the new TIP_DEL_ROUTING_LN table. 

 

Manage Purchase Order Receipts (RCMPORC)

When you delete a row from the RECPT_HDR table, the deleted date is now added to the new TIP_DEL_RECPT_HDR table.  

Similarly, when you delete a row from the RECPT_LN table, the deleted data is added to the new TIP_DEL_RECPT_LN table.  

In addition, if you delete any receipt-related row from the INVT_TRN_LN_SR_LT table, the deleted data is added to the new TIP_DEL_SERIAL_LOT_RECPT table. 

 

Manage Standard Text (PDMTEXT)

When you delete any row from STD_TEXT, the deleted data is now added to the new TIP_DEL_STD_TEXT table. 

 

Manage Purchase Orders (POMMAIN)

When you delete a row from the PO_TEXT table, the deleted data is now added to the new TIP_DEL_PO_TEXT table. Similarly, when you delete a row from the PO_LN_TEXT table, the deleted data is added to the new TIP_DEL_PO_LN_TEXT table. 

 

Configure Product Definition Settings (PDMITMRU)

A new Using TIP Interface checkbox has been added in Corporate Settings. By default, this checkbox is not selected. When you select this checkbox, the triggers to insert deletion data into the new tables are enabled; otherwise, the triggers to insert deletion data are disabled.

This enhancement is related to the Auto PO Reservation Creation feature of a previous release. 

 

Manage Purchase Requisitions (PPMNTRQ1)

A new Components Exist checkbox has been added to the screen. If this is selected, it indicates that a component is present on the Components subtask. In addition, when you close or void the purchase requisition, the reserve quantity is removed.

The same change applies to:

• Apply PO Info to Purchase Requisitions (PPMNTRQ2)

• Apply PO Info to Purchase Requisitions by Line (PPMRQLN)

 

Manage Purchase Orders (POMMAIN)

A new Components Exist checkbox has been added to the screen. If this is selected, it indicates that a component is present on the Components subtask. In addition, when you close or void the purchase order requisition, the component record is retained but the reserve quantity will be zero (0). And when the reservation is consumed or fully issued to the PO, the component lines reserve quantity will be zero as well. The Reservation ID will be set to blank to indicate that no reservation exists for the component record.

After the reservation is fully processed and you increased the quantity, you need to manually create a new reservation for the additional quantity.

The same change applies to Expedite Purchase Orders (POMEXPD).

 

Import Purchase Orders (AOPUTLPO)

When you update a purchase order, the reserve quantity is now set to zero (0) in the component table when the PO or PO line is closed.

This feature allows you to edit a purchase order to complete necessary closing tasks when the project has been made inactive so that you do not have to reactivate the project before updating the PO.

 

Configure Purchasing Settings (POMSET)

A new Allow Change to Existing PO Line with Inactive Projects checkbox has been added to the screen to allow you to modify existing PO lines with inactive projects. 

 

Create Blanket Purchase Order Releases (POMRELS)

The application now provides an error message when a project is inactive and stops you from creating new PO Lines via these functions.

The same change applies to Update Subcontract Retainage PO Status (POMSCST).

 

Manage Purchase Orders (POMMAIN)

When the Allow Change to Existing PO Line with Inactive Projects setting is selected, the application now displays a warning message instead of a hard error to allow you to edit an existing PO and PO Lines with an inactive project.

 

Import Purchase Orders (AOPUTLPO)

You can now update a purchase order (PO) with an inactive project when the new Allow Change to Existing PO Line with Inactive Projects setting is selected. You will also receive a warning message that the project is inactive.

 

Approve Purchase Pending Purchase Orders (POMSTAT)

The application now displays an error message if the Allow Change to Existing PO Line with Inactive Projects checkbox is not selected or displays a warning if the same checkbox is selected on the Configure Purchasing Settings screen.

 

Set Up Company (SYPCOMP)

The application now copies the new setting from the Configure Purchasing Settings screen when you create a new company.

This feature eliminates the need for manual PO signatures by allowing you to add signature files to the purchase order (PO) so they can be printed automatically.

 

Manage Buyers (POMBUY)

The application now displays two tabs, the Details and Signature tabs. 

The Signature tab allows you to store signature image files of individual buyers and has the following fields in the Buyer Signature group box:

• Name: Enter the buyer’s name on the purchase order.

• Title: Enter the buyer’s title. This defaults from the employee record but can be edited.

• Phone: Enter the buyer’s phone number. This defaults from the employee phone but can be edited.

• Email: Enter the buyer’s email address. This defaults from the employee email address but can be edited.

• File Location: Enter the file location of the buyer’s signature.

• File Name: Enter the file name related to the buyer’s signature.

• Autoload Employee Info: Click this button to autoload employee information, if needed.

 

Configure Purchase Order Print Options (POMPOPTS)

The following checkboxes under Number of Signature Lines (0-5) have been added to the screen:

• Print Buyer Signature: Select this checkbox to default the Print Buyer Signature option on the Signatures tab on the Purchase Order. This will print the buyer’s title, and if available, the signature file. 

• Print Additional Signature: Select this checkbox to allow additional signatures to be added to the Signature tab on the Manage Purchase Orders screen. 

If neither setting is selected, the Signatures tab will not be visible in Manage Purchase Orders.

 

Print Purchase Order (PORPPO)

You can now print the signature information on the Signatures tab in Manage Purchase Orders. 

 

Manage Purchase Orders (POMMAIN)

A new Signatures tab has been added to the screen to allow you to display and print the signatures available for the buyer or additional signatures. This tab is visible when the Print Buyer Signature checkbox and/or Print Additional Signature checkbox is selected on the Configure Purchase Order Print Options screen. 

The new tab has the following fields:

• Title: This field displays the buyer title in the first row or allows for a title to be entered for additional signatures. If a title is available, this will print on the purchase order.

• Signature File Location: This field displays the location of the signature files on a purchase order.

• Signature File Name: This field displays the name of the signature files on a purchase order.

• Print Buyer Signature: This checkbox defaults its value from Configure Purchase Order Print Options. If this is selected, the buyer information from the first line will print on the purchase order.

• Load Buyer Signature: Use this button to pull the Buyer title, signature file location, and signature file name into the first signature line.

 

Create Purchase Orders (PPPGPO)

If the Print Buyer Signature checkbox is selected, the application will add the Buyer signature information on the Signatures tab of the purchase order.

 

Print Purchase Orders (PORPPO)

The application now prints the signature image and titles from the PO Signatures tab on the purchase order.

 

Create Purchase Order Change Orders (POMCHNG)

The application now supports the changes related to the printing of signatures on the purchase order.

 

Print Purchase Order Change Orders (PORPCO)

The application now prints the signature image and titles from the PO Signatures tab on the Purchase Order Change Order screen.

 

Archive Purchase Orders (PORPPO)

The application now stores additional fields related to the signature on the purchase order.

 

Import Purchase Orders (AOPUTLPO)

The following columns have been added to the preprocessor:

Column Name	Data Type	Nullable	Data Default	Comments
PO_HDR.PRNT_BUYER_SIG_FL	VARCHAR2(1 BYTE)	No	N	Not required
PO_HDR.SIG1_TITLE				Not required
PO_HDR.SIG1_FILE1_LOC	VARCHAR2(254 BYTE)	Yes	(null)	Not required
PO_HDR.SIG1_FILE1_NAME	VARCHAR2 (1 BYTE)	No	N	Not required
PO_HDR.SIG2_TITLE				Not required
PO_HDR.SIG2_FILE1_LOC	VARCHAR2(254 BYTE)	Yes	(null)	Not required
PO_HDR.SIG2_FILE1_NAME	VARCHAR2(1 BYTE)	No	N	Not required
PO_HDR.SIG3_TITLE				Not required
PO_HDR.SIG3_FILE1_LOC	VARCHAR2(254 BYTE)	Yes	(null)	Not required
PO_HDR.SIG3_FILE1_NAME	VARCHAR2(1 BYTE)	No	N	Not required
PO_HDR.SIG4_TITLE				Not required
PO_HDR.SIG4_FILE1_LOC	VARCHAR2(254 BYTE)	Yes	(null)	Not required
PO_HDR.SIG4_FILE1_NAME	VARCHAR2(1 BYTE)	No	N	Not required
PO_HDR.SIG5_TITLE				Not required
PO_HDR.SIG5_FILE1_LOC	VARCHAR2(254 BYTE)	Yes	(null)	Not required
PO_HDR.SIG5_FILE1_NAME	VARCHAR2(1 BYTE)	No	N	Not required

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now offers the ability to send email notifications to prospective vendor contacts upon the vendor’s approval or rejection. These notifications allow you to clearly communicate the reason for the decision, ensuring transparency. 

This feature enhances communication and improves your overall vendor management process.

Multiple Costpoint screens have been enhanced to support this feature.

 

Configure Vendor Settings (APMSETVN)

The Configure Vendor Settings screen now includes a Prospective Vendor Email Settings tab, enabling you to set up and customize email notifications to be sent to prospective vendors once they are approved or rejected. 

It has the following fields.

Field	Description
Allow Sending of Vendor Notifications	Select this checkbox to allow the sending of an email notification to a prospective vendor contact upon approval or rejection. When you select this checkbox, the Allow to receive Email Notification, Send Email Notification, and Email Message fields display on the Approve Prospective Vendors (APMPRVENDA/CTMVENDA) screen.
Allow Editing of Email message in the Approvals screens	Select this checkbox to allow modifications to the contents of the Email Message field on the Approve Prospective Vendors (APMPRVENDA/CTMVENDA) screen. This checkbox is enabled only if you select the Allow Sending of Vendor Notifications checkbox.
Approved Email Template	Use this field to set up a default email message when a prospective vendor is approved. You must enter a value in this field if you selected Allow Sending of Vendor Notifications but left Allow Editing of Email message in the Approvals screens cleared.
Rejected Email Template	Use this field to set up a default email message when a prospective vendor is rejected. You must enter a value in this field if you selected Allow Sending of Vendor Notifications but left Allow Editing of Email message in the Approvals screens cleared.

 

Manage Prospective Vendor Rejection Reasons (APMVREJCD)

The new Manage Prospective Vendor Rejection Reasons screen allows you to set up the reasons for rejecting a prospective vendor.

You can access this screen in Accounting » Accounts Payable » Vendor and Subcontractor Controls.

It has the following fields:

• Rejection Code: Use this field to enter a unique single-character identifier for the rejection reason.

• Description: Enter the reason for rejection.

The records you enter here will be available in the lookup of the Rejection Code field on the Approve Prospective Vendors (APMPRVENDA/CTMVENDA) screen.

Once a rejection code has been used, you can no longer delete that rejection reason record.

 

Approve Prospective Vendors (APMPRVENDA) and Approve Prospective Vendors (CTMVENDA)

New fields on the Approve Prospective Vendors screens give you options to specify approval/rejection notes and to send email notifications to prospective vendor contacts.

Location	Field	Description
Main screen	Rejection Code	Enter or select the rejection code when the approval code is set to Not Approved. You must first enter a record on the Manage Prospective Vendor Rejection Reasons screen to have a valid Rejection Code.
Main screen	Approval/Rejection Notes	Enter the rejection or approval notes.
Main screen	Send Email Notification	Select this checkbox to send email notifications to vendor contact(s) about the vendor approval status, whether it is rejected or approved. This checkbox is enabled and editable only if the approval code is Approved or Not Approved and the Allow Sending of Vendor Notifications checkbox is selected on the Configure Vendor Settings screen.
Main screen	Email Message	Enter the context of the email that you want to send to the vendor contact(s). This field is enabled and editable only if both the Allow Sending of Vendor Notifications and Allow Editing of Email message in the Approvals screens checkboxes are selected in Configure Vendor Settings. If Allow Sending of Vendor Notifications is selected but not Allow Editing of Email message in the Approvals screens, this field is still visible but disabled. The email message defaults from the Approved Email Template or Rejected Email Template field in Configure Vendor Settings when the approval status is set to Approved or Not Approved, respectively.
Contacts subtask	Allow to receive Email Notification	Select this checkbox if you want the vendor contact(s) to receive an email notification on the vendor approval status, whether it is rejected or approved. At least one vendor contact must have this checkbox selected if the Send Email Notification checkbox is selected for the prospective vendor on the main screen. This checkbox is enabled and editable only if the Allow Sending of Vendor Notifications checkbox is selected on the Configure Vendor Settings screen.

For new records, if the approval code is Not Approved, the Rejection Code field is required.

For existing records prior to the Costpoint 2025.2 release, the Rejection Code is only required if the approval code is updated. If the record already has a Not Approved status with a blank Rejection Code, no validation or error will occur unless the record is updated.

A new table, CT_VEND_REJ, has been created to store rejection codes entered on these approval screens.

 

Manage Prospective Vendors (APMPRVEND) and Manage Contract Management Vendor Info (CTMVEND)

The following fields have been added to the Manage Prospective Vendors and Manage Contract Management Vendor Info screens.

Location	Field	Description
General tab	Rejection Reason	This field displays the reason code for the rejection of the prospective vendor. It displays only if Vendor Approval Status is Not Approved, and its value defaults from Rejection Code selected on the Approve Prospective Vendors screen. This field is visible only if the Vendor Record Status is Prospective Vendor.
Notes tab	Approval/Rejection Notes	This field displays approval or rejection notes for the prospective vendor. It defaults from the Approval/Rejection Notes field on the Approve Prospective Vendors screen. This field is visible only if the Vendor Record Status is Prospective Vendor.
Contacts subtask	Allow to receive Email Notification	If selected, this new checkbox on the Contacts subtask indicates that the prospective vendor contact was allowed to receive an email notification about the vendor approval status, whether rejected or approved. This checkbox is visible only if the Vendor Record Status is Prospective Vendor and the Allow Sending of Vendor Notifications checkbox is selected on the Configure Vendor Settings screen. It defaults from the Allow to receive Email Notification checkbox on the Approve Prospective Vendors screen.

Other updates to these screens include the following:

• Fields on the General tab have been rearranged.

• The Notes field on the Notes tab has been renamed to Internal Notes.

 

Manage Vendors (APMVEND)

The new Prospective Vendor ID field has been added to the Header tab of the Manage Vendors screen to identify and track the previous ID of a prospective vendor that has been approved as a regular vendor.

 

Set Up Company (SYPCOMP)

The Set Up Company screen has been updated to automatically reflect prospective vendor settings from the Configure Vendor Settings screen when you copy a company record.

This feature enables administrators to automate the manual steps in the user termination process. The new process will automatically assign a termination date, create an Employment History record, and offer the option to set the employee's status to "Inactive" and deactivate their Costpoint user account.

 

Manage Offboard Configurations (EMMOFFBOARD)

The new Manage Offboard Configuration screen allows you to:

• Create unique offboarding steps for each employee type and provide detailed descriptions for each configuration.

• Specify whether the terminated employee's status should be set to Inactive on the Manage Employee Information screen.

• Specify whether an employee's Costpoint user account should be deactivated on the employee's termination date, the day after the termination date, or on a date specified by the user running the offboarding process.

 

Offboard Employees (EMPOFFBOARD)

The new Offboard Employees screen allows you to assign termination dates to individual employees or groups of employees. Before using this screen, ensure you have set up at least one offboard configuration on the Manage Offboard Configurations screen.

On this screen, you can enter the employee's last working day, the reason for their termination, their rehire eligibility, their personal email address, and any comments related to the termination.

 

Manage Employee Information (LDMEINFO)

A new Offboard Process group box has been added to the Employment History subtask. When the Offboard Employees process is executed for an employee, the fields in this group box will be populated with the offboard configuration used during that process and the date it was processed, and the Offboard Status will be set to Complete. These fields are information-only and cannot be edited.

The new group box contains the following fields:

Field	Description
Offboard Configuration	When the Offboard Employees process is executed for an employee, this field will be populated with the offboard configuration used during that process. This field is for informational purposes only and cannot be edited.
Offboard Status	This field indicates whether the employee's termination was processed through the Offboard Employees application. The possible values are: Complete: The employee's termination was processed using the Offboard Configuration settings. Pending: The Offboard Employees process has not yet been run for the employee. Terminated before offboarding implementation: The employee was terminated before the Offboard Employees functionality was added to Costpoint.
Offboard Date	This field indicates the date on which the employee's offboarding was processed through the Offboard Employees application.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now includes information for new tables and columns that were added for this enhancement.

Costpoint previously allowed the entry of a negative additional amount on the Manage Employee Taxes screen. However, if this resulted in a negative withholding, the system did not set the withholding to zero. In addition, a validation for negative amounts prevented employees from entering a negative withholding amount for Louisiana on the Employee Self Service State Withholding screen.

To address these issues, Costpoint now provides an option to allow a negative additional amount for specific states. When the new option is enabled, the following will be applied:

• In state withholding screens, if a negative additional amount is permitted for a state, the validation for negative amounts will not be displayed, allowing the entry of negative numbers.

• During payroll computation, if the calculated or recalculated withholding amount for the pay period is less than zero, the application will set the withholding amount to zero, provided specific conditions are met.

 

Configure State Tax Settings (AOMESSST)

The screen provides the following new field:

Field	Description
Allow negative extra withholding	Select this checkbox if negative amount is allowed in the Extra Withholding per Paycheck field in ESS State Withholding screen to reduce employee’s tax withholding. The Louisiana Form L-4, Employee’s Withholding Allowance Certificate, allows the employee to either increase or decrease the amount to withhold on Line 8, with a decrease indicated as a negative amount.

The label of the Allow extra withholding per paycheck checkbox was updated for consistency with the Manage Employee Taxes and ESS State Withholding screens:

 

State Withholding (ESMSTATEWH)

If the Allow negative extra withholding checkbox is selected for the state on the Configure State Tax Settings screen, the State Withholding screen will not display the validation for negative amounts and allow the entry of negative numbers.

This update was also applied to the State Withholding tab on the Life Events/New Hires screen.

 

Compute Payroll (PRPCPR)

This enhancement sets the final withholding amount to zero only when the initial withholding amount is positive (or zero) and the additional amount is negative, resulting in a negative withholding amount. In all other cases, the existing functionality will remain unchanged. This is applicable to all states by default.

This update was also applied to the Manage Payroll Edit Report (PRMPTF) screen.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now includes information for the new Allow negative extra withholding flag (NEG_EXTRA_WH_FL) column on the ESS_STATE_TAX table.

Costpoint introduces an AI-powered feature to provide you with summarized employee information. You can access the Employee Smart Summary by clicking on the new Smart Summary button on the Manage Employee Information screen.

Depending on your licenses and permissions in Costpoint, you will be able to view the following:

• Employee Summary: This section provides the following information for the selected employee:

• First and last name

• Hire date

• Employment status

• Current position

• Manager

• Next review date

• Payroll Summary: This section displays the employee’s total deductions and contributions for the payroll year.

• YTD Deduction Details: This section displays a list of all the employee’s deductions for the payroll year. It also displays the year-to-date amounts for each deduction and the total amount for all of the deductions.

• YTD Contribution Details: This section displays a list of all the employee’s contributions for the payroll year. It also displays the year-to-date amounts for each contribution and the total amount for all of the contributions.

• YTD Leave Balances: This section displays a list of all leave types that the employee is entitled to and the corresponding balance for each type.

• Enrolled Benefits: This section displays a list of benefits that the employee and their dependents are currently enrolled in.

You will be able to access all this information only if you have the appropriate licenses and permissions. For example, if you do not have a Payroll License or if labor information is suppressed for your Costpoint user ID, the Employee Smart Summary will not display payroll information.

Note: The Employee Smart Summary is generated by an artificial intelligence tool using your Costpoint data exclusively. It is subject to the Costpoint Product terms. Deltek does not independently verify the accuracy of each Summary. Users should independently review and verify the accuracy of the information provided by the Smart Summary.

 

Known Issue

When you open the Manage Employee Information screen and click Smart Summary without selecting an employee, an empty message box displays at the bottom of the screen. This issue will be fixed in a future release.

The processing applications in Costpoint People will now consistently update all fields in the audit tables. This enhancement ensures comprehensive and accurate data tracking during each process run.

This feature updates the following applications:

• Update Employee Salary Based on Review (HSPECOMP)

• Update Employees for Manager Change (HSPMGR)

• Delete Timesheet Payroll Computed Flags (PRPCLRTS)

This release also adds the following changes to the Delete Timesheet Payroll Computed Flags screen:

• You can now select an All Timesheet Types option from the Timesheet Type drop-down list. All timesheets that have not been payroll-posted will be included in the process.

• You can now select N-Reversing and RV-Reversing options from the Timesheet Type drop-down field. Previously, the Reversing option included both RV-Reversing and N-Reversing timesheets. You can now include them in the process, separately.

This enhancement requires the following:

• cp82_dbc_820_11395_001.zip

• Deltekcostpointmaintenancerelease_8.2.8.5009.exe

Costpoint now allows employers to apply the Year Accrual Ceiling based on each employee's anniversary year. This update enables employers to limit leave accrual to a specified number of hours within the anniversary year, as may be outlined in some labor contracts. Employers can specify which leave types should have the Year Accrual Ceiling applied to the anniversary year. You can still opt to apply the Year Accrual Ceiling based on the leave cycle's leave year.

 

Manage Leave Types (LDMLVTP)

The screen provides new fields and options to support this new feature:

Field	Description
Annual Accrual Limit Basis	If you are limiting an employee’s annual accrual, use these options to specify whether the Annual Accrual Ceiling should be applied to the leave year dates assigned to the employee’s leave cycle or the employee’s anniversary year. Valid options are: Limit accrual per leave year: Select this option to limit the total leave the employee can accrue in the open leave year. Leave year dates are assigned to a leave cycle on the Manage Leave Periods screen and the leave year assigned to the open leave period is considered as the open leave year. The Compute Leave Accruals process will limit the employee’s leave accrual to ensure the total accrual in the open leave year does not exceed the Annual Accrual Ceiling. The Annual Accrual Ceiling is established on the Manage Leave Codes screen and is based on the employee’s months of service. Limit accrual per anniversary year: Select this option to limit the total leave the employee can accrue in their anniversary year. An employee’s anniversary year dates are based on the employee’s hire date and the Anniversary Year Timing assigned to the leave type. If a Leave Hire Date is assigned to the employee/leave type combination on the Manage Employee Leave screen, that date will be used to determine the anniversary dates instead of using the employee’s Hire Date. If you are applying the annual limit to the employee’s anniversary year, an Anniversary Year Timing method must be selected and will be used as follows: If Anniversary Year Timing is Ends in period containing anniversary date, the anniversary year will start in the leave period that follows the period containing their anniversary date and end in the leave period that includes their next anniversary date. If Anniversary Year Timing is Starts in period containing anniversary date, the anniversary year will start in the leave period that includes the anniversary or hire date and will end in the leave period that precedes the period that includes their next anniversary date. Not applicable: This method will automatically be selected if the Accrual Limitation Method is No accrual limit. This setting is enabled only if the Accrual Limitation Method is one of the following: Limit an employee’s annual accrual Limit an employee’s periodic and annual accrual
Anniversary Year Timing	This setting is required if you are limiting the leave an employee can accrue during their anniversary year (Annual Accrual Limit Basis is Limit accrual per anniversary year). Use this setting to specify whether the employee’s anniversary year starts or ends in the period containing their anniversary date. Valid options are: Ends in period containing anniversary date: Select this option if the employee’s anniversary year will end in the period containing their anniversary date. The start date for that year will be the leave period that follows the period containing their prior anniversary date. For example, if the employee’s Hire Date is 07/12/2022, the leave cycle is semi-monthly and the current open leave period is 05/01/2024 to 05/15/2024, the employee’s current anniversary year dates would be 07/16/2023 to 07/15/2024. Starts in period containing anniversary date: Select this option if the employee’s anniversary year will start in the period containing their anniversary date. The end date for that year will be the leave period preceding the period that contains their next anniversary date. For example, if the employee’s Hire Date is 07/12/2022, the leave cycle is semi-monthly and the current open leave period is 05/01/2024 to 05/15/2024, the employee’s current anniversary year dates would be 07/01/2023 to 06/30/2024. Not applicable: This method will automatically be selected if the Accrued Leave Annual Accrual Limit Basis is not based on the employee’s anniversary year.
Used Leave	This group box is currently reserved for future use.

This release refines the screen layout and updates the labels to improve understanding of the purpose of existing fields and options.

Previous Label	Updated Label
Use as Excess Leave Type checkbox	Use to track excess leave checkbox
Use as Holiday Leave Type checkbox	Holiday leave checkbox
Use to track Family Medical Leave checkbox	FMLA leave checkbox
Use for Paid Family Leave checkbox	Mandated leave with supplemental compensation checkbox
Paid Family Leave Pay Type field	Supplemental Comp. Pay Type field
Accrue during Family Medical Leave checkbox	Accrue during FMLA leave checkbox
Track Leave options	Tracking Method options
No tabs previously	Details Tab Limits/Floor Tab
Balance Ceiling Method drop-down list Period and Year Year No Ceiling	Balance Limitation Method drop-down list Limit year-end balance carryover Limit periodic and year-end balance carryover No limit on the balance an employee can carry over
Balance Ceiling Year Option options Leave Year Anniversary Not Applicable	Year-End Limit Schedule options Apply when the leave year is closed Apply in period containing anniversary date Not applicable
Ceiling Timing options Before Accrual After Accrual Not Applicable	Timing of Anniversary Limit options Apply limit before adding the period accrual Apply limit after adding the period accrual Not applicable
Excess Leave Handling options	Year-End Excess Handling options
Track Lost Leave checkbox	Track excess as lost leave checkbox
Transfer Balance in Excess of Year Ceiling checkbox	Transfer excess to the Excess Leave Type checkbox
Excess Leave Type field	Excess Leave Type field
Floor Edit Method drop-down list No validation Warning Error	Floor Validation Method drop-down list No validation Produce warning if balance would go below floor Produce error if balance would go below floor
Leave Balance Floor field	Leave Balance Floor field
Accrual Ceiling Method field Year Period and Year No Ceiling	Accrual Limitation Method field Limit an employee’s annual accrual Limit an employee’s periodic and annual accrual No accrual limit

 

Manage Leave Codes (LDMLVTAB)

The screen provides new fields and options to support this new feature:

Field	Description
Excess Leave Type	This field displays the excess leave type linked to the specified leave type on the Manage Leave Types screen, if applicable. If the employee’s balance for this leave type exceeds the year-end limit, the excess will be transferred to the excess leave type.

This release refines the screen layout and updates the labels to improve understanding of the purpose of existing fields and options.

Previous Label	Updated Label
Excess Leave Type checkbox	Used to track excess leave checkbox
Payout Leave Code field	Excess Leave Code field
Basis for Leave Deferral group box	Leave Deferral group box
N/A	Leave Deferral Basis options Note: This was added for existing options in the Leave Deferral group box.
N/A	Balance in excess of Year-End Balance of Carryover Limit will be transferred to: Note: This label was added to clarify the purpose of the Excess Leave Code and Excess Leave Type fields.

 

Manage Employee Leave (LDMELV)

Note: The changes on this screen also apply to the Leave subtask on the Manage Employee Information screen.

The screen provides new fields and options to support this new feature:

Field	Description
Annual accrual limit is based on anniversary year	This display-only checkbox indicates if the leave type’s annual accrual limit is applied to the employee’s anniversary year. If this checkbox is selected, the user should expect to see the employee’s Anniversary Year Accrual dates and total displayed on the screen.
Anniversary Year Accrual group box	If the leave type is configured to impose a limit on the anniversary year accrual, this section will show the anniversary dates for the employee/leave type combination and the total accrual from the anniversary start date to the open leave period. If the leave type is configured to impose a limit on the annual accrual during the leave year, the fields in this group box will not be populated. Start Date: This field displays the beginning of the employee’s anniversary year. This field will be populated only if the leave type’s Annual Accrual Limit Basis is Limit accrual per anniversary year on the Manage Leave Types screen. The date is determined by the leave type’s configuration on the Manage Leave Types screen: If the leave type’s Annual Accrual Limit Basis is set to Limit accrual per leave year, the leave type accrual limitation is based on the leave year so this field will not be populated If the leave type’s Annual Accrual Limit Basis is Limit accrual per anniversary year and the Anniversary Year Timing is Ends in period containing anniversary date, the start date is the first day of the leave period following the one that included the employee’s previous anniversary date. If the leave type’s Annual Accrual Limit Basis is Limit accrual per anniversary year and Anniversary Year Timing is Starts in period containing anniversary date, the start date is the first day of the leave period that includes the employee’s anniversary date. If the leave type’s annual accrual limit is based on the employee’s anniversary year, this field is automatically populated when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee’s anniversary year dates instead of the employee’s Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary year start date when an existing record is queried. End Date: This field displays the end of the employee’s anniversary year. This field will be populated only if the leave type’s Annual Accrual Limit Basis is Limit accrual per anniversary year on the Manage Leave Types screen. The date is determined by the leave type’s configuration on the Manage Leave Types screen: If the leave type’s Annual Accrual Limit Basis is set to Limit accrual per leave year on the Manage Leave Types screen, the leave type accrual limitation is based on the leave year so this field will not be populated. If Annual Accrual Limit Basis is Limit accrual per anniversary year and Anniversary Year Timing is Ends in period containing anniversary date on the Manage Leave Types screen, the end date is the last day of the leave period that includes the employee’s anniversary date. If Annual Accrual Limit Basis is Limit accrual per anniversary year and Anniversary Year Timing is Starts in period containing anniversary date on the Manage Leave Types screen, the end date is the last day of the leave period before the one that includes the employee’s next anniversary date. If the leave type’s annual accrual limit is based on the employee’s anniversary year, this field is automatically populated when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee’s anniversary year dates instead of the employee’s Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary year end date when an existing record is queried. Anniversary Year Accrued: This field displays the employee’s total accrual between the specified anniversary year start and end dates. If the leave type is tracked by hours, this will be the employee’s total Accrued Hours from the View Leave History table where the Leave Period End Date falls on or after the anniversary year start date and on or before the anniversary year end date. Otherwise, if the leave type is tracked by amount, this will be the employee’s total Accrued Amount from the View Leave History table where the Leave Period End Date falls on or after the anniversary year start date and on or before the anniversary year end date. This field will be populated only if the leave type’s Annual Accrual Limit Basis is Limit accrual per anniversary year on the Manage Leave Types screen. If the leave type’s annual accrual limit is based on the employee’s anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee’s anniversary year dates instead of the Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary dates when an existing record is queried, and it will use those dates to determine the employee’s total accrual for the year.

This release refines the screen layout and updates the labels to improve understanding of the purpose of existing fields and options.

Old Label	New Label
YTD Accrual field	YTD Accrued field
Used for Leave Payout checkbox	Used to track excess leave checkbox
Used for Paid Family Leave checkbox	Used for mandatory leave with supplemental compensation checkbox
Accrued Leave group box	Leave Balance group box
Paid Family Leave subtask	Mandated Leave with Supplemental Compensation subtask
Average Hourly Compensation Rate field	Hourly Supplemental Compensation Amount field

 

Apply Timesheet Adjustments in Batch Mode (LDPAUTO)

This release updates the labels to improve understanding of the purpose of existing fields and options.

Old Label	New Label
Paid Family Leave option	Supplemental Compensation for Mandatory Leave option
Reverse Paid Family Leave option	Reverse Supplemental Compensation for Mandatory Leave option

The Apply Timesheet Adjustments in Batch Mode report cover page reflects the changes to the option labels.

 

Compute Leave Accruals (LDPCLHF)

The Compute Leave Accruals screen now applies the annual accrual limit based on the employee’s anniversary year (rather than the leave year) if the leave type’s Annual Accrual Limit Basis is set to Limit accrual per anniversary year on the Manage Leave Types screen.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now provides information on the new fields added for this enhancement. Descriptions of some existing fields were also updated.

 

Documentation Updates

The Costpoint help was updated to reflect the changes in this feature. To access the latest help information, you will need to update to the latest Costpoint maintenance release (MR) or use the hosted help. To enable the hosted help, your Costpoint administrator must select the Use Online Help option in the Costpoint Configuration utility. To access the latest help, you can also go to: Costpoint 8.2 Online Help.

 

This enhancement requires the following:

• cp82_cmnlib_ldmeinfolib_002.zip

• cp82_dbc_820_11504_001.zip

• cp82_dbc_820_11563_001.zip

• cp82_dbc_820_11579_001.zip

• cp82_dbc_820_11599_001.zip

• cp82_ldmeinfo_002.zip

• cp82_ldmlvtab_001.zip

• cp82_ldmlvtp_001.zip

• cp82_ldpauto_002.zip

• cp82_ldpclhf_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint users had previously experienced challenges in manually maintaining different deduction balances for employee age groups as required by the Secure Act 2.0. To address this, Costpoint now allows payroll administrators to set different deduction limits by age groups for specific date ranges. This enhancement features the following:

• Payroll administrators can now define deduction limits based on age groups and specific date ranges on the Manage Deduction Group Limits screen.

• During payroll computation, Costpoint will enforce the deduction limits by age and date ranges as set on the Manage Deduction Group Limits screen.

 

Manage Deduction Group Limits (PRMDGL)

The screen provides the following new options and subtask:

Field/Subtask

Description

Set Group Limits by

Select an option on how to group limits for new records on the Manage Deduction Group Limits screen: Date Range: Select this option to set one group limit for a date range. Age and Date Range: Select this option to set multiple group limits for employee age ranges for new records. Warning: You will not be able to change the setting for existing records. Once you save the record, you will no longer be able to change the selected option. Setup Example You wish to set 401K and catch-up deduction ranges for employees based on their ages for a particular calendar year or date range. You will need to: Add a new record on the Manage Deduction Group Limits screen and select the Age and Date Range option. Enter the year’s start and end dates on the Effective Dates subtask. Click the Group Limits by Age subtask link and enter the age ranges and the limit for each age. If the employee’s age falls within the age range during the dates set in the Effective Dates’ record, the deductions linked to the deduction group will not be withheld once the Group Limit has been reached. From Age * To Age * Group Limit 0 49 23,500 50 59 31,000 60 63 34,750 64 99 31,000 If you do not want to have limits by age, you can select the Date Range option and set one Group Limit amount for all employees for a date range on the Effective Dates subtask.

Group Limits by Age

This subtask is enabled when you select the Age and Date Range from the Group Limits by options. You can set up different group limits for different age ranges on this subtask. This may be used for catch-up limits for 401K and other retirement deductions. If the employee’s birthday is later in the year, they will still be eligible for the date range. If you do not set up a range for all employee ages, the employees that do not fall into a range will not have a group limit for their deductions. This will be on the Effective Dates subtask

Each row on the Effective Dates subtask will have a record on the new age range subtask depending on the Group Limits by option.

Note: You need to set up a new Deduction Group Limits record if you want to use the new functionality. Any current deduction group will not be able to calculate by age range.

 

Compute Payroll (PRPCPR)

The existing process for deduction group limits was updated to check the employee’s age when the deduction group has an age/date range.

 

Update Employee Deductions/Contributions (PRPSDED)

You can now select to update records by hire date and include specific employee types in the update process. The following fields were added for this feature:

Field	Description
Hire Date	From the drop-down field, select a range option for employee hire dates to be included in the process. Valid options are: All: Select this option to include all hire dates in the process. One: Select this option to include only one hire date in the process. Enter the hire date in the Start field. Range: Select this option to include a range of hire dates in the process. The range begins with the hire date in the Start field and ends with the hire date in the End field.
Starting Hire Date	If your range selection is All, this field will be disabled, and all hire dates will be included in the process. If your range selection is One, enter, or click the calendar lookup to select, the hire date to be included in the process. If your range selection is Range, enter, or click the calendar lookup to select, the staring hire date.
Ending Hire Date	If your range selection is All, this field will be disabled, and all hire dates will be included in the process. If your range selection is One, this field will be disabled and only the starting hire date will be included in the process. If your range selection is Range, enter, or click the calendar lookup to select, the ending hire date.
Include Types	You may select the type of employee you wish to add or update deductions or contributions. The options are Regular, Part Time, and Temporary.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now includes information for the following new column and table:

• Set Group Limits by Date or Age and Date column on the DED_LMT_GRP table

• DED_LMT_DT_AGE table

You can now give employees the ability to view their historical salary and job title data on the Employee Personal Information screen in Costpoint ESS. You will need to enable this feature using the new Show Salary History in Employee Personal Info checkbox on the Configure Self Service Settings screen.

 

Employee Personal Info (ESQEMPLPERINFO)

A new Salary History subtask provides you with the following fields:

Field	Description
Effective Date	This field displays the date on which a salary change became effective.
Detail Job Title	This field is the employee’s job title at the time of the effective date.
Annual Salary	This field is the annual salary amount for salaried employees and the annualized salary amount based on the hourly amount for hourly employees at the time of the effective date.
Hourly Amount	This field is the hourly wage for salaried employees based on their annual salary and the hourly wage for hourly employees at the time of the effective date.
Rate Type	This field is how the employee was classified for payroll purposes at the time of the effective date.

 

Configure Self Service Settings (ESMESS)

The screen provides the following new checkbox:

Field	Description
Show Salary History in Employee Personal Info	Select this checkbox to display the employee’s historical salary information on the Salary History subtask of the Employee Personal Info screen.

 

Total Comp/Benefits Statement (ESQCOMPBEN)

On the Total Compensation Summary table, the Annual Amount column was renamed to Estimated Annual Amount.

 

Print Data Dictionary Report (SYRDD)

The report now provides information on the new Show employee salary history in Employee Personal Info column on the Employee Self Service Configuration (ESS_CONFIG) table.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

To enhance usability, Project Budgets/EACs now includes budget action buttons under Project Budget Status that enable you to more quickly update budgets and EAC. For example,

Note: The buttons were previously removed and replaced by the Actions column drop-down list. Since the Actions column remains available, you can use either method.

While the buttons are new, the underlying rules and functionality remain the same.

For example, similar to the Action drop-down list, where options display dynamically based on the status of the budget or EAC, the buttons are likewise either enabled or disabled based on the status of the budget or EAC.

Note: The Create Blank Bud button is new for this release. For more information, see the “Create Blank Budgets from Existing Ones” release notes.

For more information about the function performed by the buttons, see the online Help.

The Costpoint Planning spread methods functionality, which enables you to automatically distribute hours or amounts across multiple budgeting periods, was further enhanced for this release.

This feature was first introduced in version 8.2.15 (October 2024), but it included only two default distribution methods (Evenly and Percent of Available Hours) and no option for creating custom ones.

For this current release, the feature was enhanced to include:

• Eight additional pre-defined distribution methods:

• Backload

• Bell

• Double Peak

• Early Peak

• First Period

• Frontload

• Last Period

• Late Peak

• Options in Manage Distribution Spread Methods that enable System Administrators to:

• Activate or inactivate distribution methods.

• Create custom methods.

 

New Predefined Distribution Methods

The pre-defined distribution methods in Costpoint Planning enable you to quickly allocate hours and amounts across the entire budgeting period per resource using industry-standard forecasting models.

Note: The distribution methods described in this section are available only if activated by your System Administrator. In addition, your version of Costpoint may include other custom methods.

The methods are selected from Distribution Method in the Distribute dialog box, which displays when you tab out of Total on the Hours or Amounts subtask in Project Budgets/EACs.

If the dialog box is opened from an EAC, it includes actuals, which are subtracted prior to distribution.

Note: To learn more about using the Distribute dialog box, see the online Help.

When you allocate hours or amounts using one of the pre-defined distribution methods, allocation percentages total 100%, regardless of the number of hours available per period or the method selected.

In the example below, each row totals 100%, even though the allocation percentages vary per period.

If the above example included more than 10 periods, the hours or amounts distributed to each period would be adjusted accordingly, but the underlying spread percentages would remain the same.

 

Backload Distribution Method

The Backload distribution method allocates most of the cost toward the end of the budgeting period. The graph below illustrates this distribution method across 10 periods.

 

Bell Distribution Method

The Bell distribution method allocates minimal cost at the beginning and then gradually increases in the middle and tapers off at the end. The graph below illustrates this distribution method across 10 periods.

 

Double Peak Distribution Method

The Double Peak distribution method allocates most of the cost in two peaks, one near the beginning and one near the end. The graph below illustrates this distribution method across 10 periods.

 

Early Peak Distribution Method

The Early Peak distribution method allocates most of the cost at the beginning. The graph below illustrates this distribution method across 10 periods.

 

First Period Distribution Method

The First Period distribution method allocates all the cost to the first period. The graph below illustrates this distribution method across 10 periods.

 

Frontload Distribution Method

The Frontload distribution method allocates most of the cost at the beginning. The graph below illustrates this distribution method across 10 periods.

 

Last Period Distribution Method

The Last Period distribution method allocates all of the cost to the last period. The graph below illustrates this distribution method across 10 periods.

 

Late Peak Distribution Method

The Late Peak distribution method allocates most of the cost at the end. The graph below illustrates this distribution method across 10 periods.

 

Updates to Manage Distribution Spread Method

The Manage Distribution Spread Methods (Project Budgeting » Controls and Utilities) screen was enhanced to allow System Administrators to do the following:

• Activate or inactivate distribution methods.

• Create custom distribution methods.

 

Enable Distribution Methods

For each distribution method that you want to enable, select Yes from the Active drop-down field.

Note: With the exception of First period and Last Period, the distribution methods that were added for this release default to No, so they are not available to users unless Active is updated to Yes.

Aside from the ability to activate or deactivate them, the predefined distribution methods are un-editable.

 

Custom Distribution Methods

For each custom method you want to create, click New to add a row to the table. For example:

You can provide a name for the method in Distribution Method, and the Spread Point (1-10) columns are editable.

Note: After you set Active to Yes, the custom method will display in the Distribution Method drop-down list in the Distribution dialog box when it is opened from either Project Budgets/EACS or New Business Budgets.

 

This enhancement requires the following:

• cp82_bp_common_001.zip

• cp82_bp_cmnlib_prjbgtlib_001.zip

• cp82_dbp_820_11369_001.zip

• cp82_bnp_bamdsm_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

To facilitate quick reference of budget periods, a Fiscal Year field was added to the header area of Project Budgets/EACS. Use the lookup in this field to limit the number of periods that display on the Hours or Amounts subtasks to the selected year.

For example, if you select 2024, a column displays for each period within that year, but the preceding, or following, fiscal years are summarized in a separate column. Overall, this limits the number of columns that display on the subtask, making it easier to view and enter budget details per year.

Note: The Fiscal Year default value is All, which displays all the periods that fall within the period of performance (POP). If you select a year from Lookup that falls outside of the POP, the period columns on the Hours subtask and Amounts subtask are disabled.

To facilitate quick reference of budget totals, the Hours and Amounts subtasks now display the following values in the header area:

• Burdened Cost Total

• Raw Cost Total

The Hours subtask was additionally updated to display the total number of hours. For example:

While these values are identical to those that display under Project Budget Status, placement in the subtask header enables you to more quickly reference these values when you enter budget details.

Note: The Period of Performance dates were added to the header in a previous release.

This enhancement requires the following:

• cp82_bnp_bgmbp_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

A new Complete Pending Charges Inquiry (PJPPEND) screen has been added to the Projects domain, allowing you to view detailed information on pending (unposted) costs, including burdened amounts and associated revenue, without the need for a separate license for the Planning domain.

This new application functions as both a process application and an inquiry screen. You can select the Update Report Tables checkbox to update the following tables with the latest data:

• PROJ_PEND_SUM

• PROJ_PEND_BURD_SUM

• PROJ_PEND_DETL

Note: If you are using the application for inquiry purposes, clear the Update Report Tables checkbox to avoid overwriting any existing data in the tables.

To access this application, click Projects » Project Inquiry and Reporting » Project Reports/Inquiries » Complete Pending Charges Inquiry.

To help you more accurately gauge Estimate to Complete (ETC) amounts, several applications under Project Budgeting » Active Level Reports include a new ETC column in the Results table.

The amount in ETC is calculated by subtracting the inception-to-date (ITD) amount from the total, which enables you to compare ETC relative to these other amounts.

For example, if the amount in Total is 110,000, and the amount in ITD is 100,000, the new ETC column displays an amount of 10,000.

Note: The ETC column only displays if Report Type is selected as Budget, However, it is available for both budgets and EACs, and it works in conjunction with all report filters, such as Combined or Timing.

The ETC column displays in the following reports:

• Hours Breakdown

• Raw Cost Breakdown

• Burdened Cost Breakdown

• All Cost Breakdown

• Revenue Breakdown

• T&M Labor Analysis

Note: The Revenue Breakdown report was additionally updated to include the ITD column so that the ETC calculation could be performed.

In contrast to the other reports, T&M Labor Analysis includes both hours and costs. Therefore, to distinguish between these, the columns are named ETC Hours and ETC Costs in this report.

Project Budgets/EACs includes a new Create Blank Bud button that enables you to create a budget that does not include any details, whether it is the first budget or one created from a source budget.

Note: The Create Blank Bud option was also added to the Actions drop-down list.

This enhancement allows you to use the initial budget setup details, but the Hours and Amounts subtasks will not include data from the copied budget or EAC.

The Create Blank Bud button (or list option) is enabled if the budget or EAC you are copying has a status of Incomplete, Complete, or Approved.

When you create a blank version of a budget or EAC, the version number is different than the original. For example, if the original budget or EAC is version 1, the new blank one will be version 2.

This enhancement requires the following:

• cp82_bnp_bgmbp_001.zip

• cp82_bp_cmnlib_prjbgtlib_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

The Update Multiple Project Budgets/EACs screen (Project Budgeting » Controls and Utilities) was updated to include a Recalc button under the Mass Update Process section of the screen.

Use the Recalc button to recalculate existing Working status budgets or EACs if rates were recently updated outside of Planning, such as on the Manage Employee Salary or Manage Cost Pools screens in Costpoint.

After you select the records and click Recalc » Execute, the selected budgets or EACs are recalculated.

Note: This option was also added to the process version of the application (Project Budget/EAC Mass Utilities).

The Update Multiple Project Budgets/EACs screen was added back to Planning in version 8.2.12. Use this utility when you need to apply mass updates to non-consecutive records. However, since it is not a process application, the update cannot be run through the job server.

This enhancement requires the following:

• cp82_bnp_bgmbpmu_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

You now have to the option to run the Project Status report (Project Budgeting » Supplemental Reports) using an alternate project work breakdown structure.

Note: Alternate project work breakdown structures (WBS) are created in the Projects Domain from the Manage Alternate Projects (Project Setup » Alternate Projects) screen.

To support this new feature, a Report By drop-down option was added to the header area of the screen, which includes the following options:

• Project: Select this option to run the report by project. This was previously the default option for the report. The Project lookup displays all of the available projects.

• Alternate Project: Select this option to run the report using an alternative WBS. The associated Lookup displays the available alternate WBS from which you can choose.

This enhancement requires the following:

• cp82_bp_common_002.zip

• cp82_bnp_srqspa5_002.zip

• cp82_bnp_srqspa6_002.zip

• cp82_bnp_srqspa7_002.zip

• cp82_bnp_srqspa8_002.zip

Planning no longer requires separate seat licensing outside of Costpoint, so the User Maintenance (Administration » System Security) screen was removed because its sole remaining field (Active) was made obsolete by this change.

Note: This current enhancement was part of an effort to update Costpoint Planning security. For the 8.2.15 release (Oct. 2024), several fields were relocated from User Maintenance to other screens. Following that update, Active was the sole remaining field.

This enhancement requires the following:

• cp82_bnp_bammap9_001.zip

• cp82_bp_common_001.zip

• cp82_bnp_baprefresh_001.zip

• cp82_bnp_srqspa8_001.zip

• cp82_bnp_bammau1_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

To prevent unintended project creation and reduce the need for Customer Care intervention, the following enhancements have been made to the Duplicate Projects application: 

• The utility has been moved from the Projects menu to the Administration menu. To access this application, click Admin » System Administration » System Administration Utilities » Duplicate Projects. 

• Red-highlighted warning messages are displayed to alert you to the impact of running this application, which permanently alters data in your database. 

• A new Current Environment field displays the database environment. If the environment is Development, the field is highlighted in green. If it is Production, it is highlighted in red, helping prevent accidental execution in production environments. 

• The new I agree checkbox must now be selected before the Create and Delete buttons are enabled.

You can now include inter-company work order (IWO) projects when importing project workforce records. As part of this enhancement, two new input file layouts were added to the Import Project Master Data process: 

• IWO_PROJ.CSV (Manage IWO Projects): Contains projects that are set up to create IWO transfers 

• IWO_PROJ_ACCTS.CSV (Manage IWO Projects): Includes project, account, and organization details for creating IWO entries

The Manage Revenue Information application now includes a Do Not Redistribute checkbox to exclude specific projects from revenue redistribution calculations, with an updated screen layout for improved usability. This checkbox is also available on the Revenue Information subtask of Manage Project User Flow. In addition, updates have been made to the following Costpoint applications. 

 

Redistribute Revenue (PJPBREAL) and Redistribute Revenue by Project (PJPREALL)  

Projects with the Do Not Redistribute checkbox selected are excluded from the redistribution process when running these two applications. When the checkbox is changed from “N” to “Y” mid-year, redistribution calculations for the project are skipped, and prior years are unaffected. When it is changed from “Y” to “N,” Costpoint calculates YTD for the current period. 

 

Import Project Master Data (PJPPREP)  

The Import Project Master Data application has been updated to include the NO_REV_REDIST_FL column in the PROJ_REV_SETUP.CSV input file.  

 

Mass Add Project Master Data (PJPMADD)  

The Do No Redistribute flag is now included when mass adding new projects. 

 

Compute Revenue (PJPCOMPR)  

When the Track Revenue Setup Information on Compute Revenue checkbox is selected on the Revenue tab of the Configure Project Settings screen, the NO_REV_REDIST_FL column is added into the PROJ_REV_SETUP_ADT table. This incorporates the Do Not Redistribute flag into the Compute Revenue process. 

 

Update Prior Year History (PJPUPPY)  

The NO_REV_REDIST_FL column has been added to the HS_PROJ_REV_SETUP table. This ensures that the Do Not Redistribute flag is included in the process when you select either the Copy Project Setup Data to History Tables or the Clear Data from Project History Tables checkbox on the Update Prior Year History screen. 

 

Duplicate Projects (PJPGENPROJ)  

The Do Not Redistribute flag is carried over to duplicated projects when you run this application. 

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

If you are licensed for Subcontractor Management, you can now view transaction details for both open and closed subcontractor transactions and archive closed items to keep active records streamlined. 

To support this feature, updates have been made to several Costpoint applications. 

 

Configure Subcontractor Management Settings (SMMSETNG) 

A new Subcontractor Detail group box has been added to the Configure Subcontractor Management Settings screen, which contains the Allow User to Edit Subcontractor Detail Rows checkbox. 

 

Manage Subcontractor Detail (SMMSUBC) 

The Manage Open Subcontractor Detail application has been renamed to Manage Subcontractor Detail. This new name applies whether or not you opt in to the feature. 

In addition, the layout of the Manage Subcontractor Detail screen has been redesigned. When you opt in, the header now displays the following fields:  

• Timesheet Option: This field is now a drop-down list with options for All, One, Range, From Beginning, or To End. Depending on your selection, you can enter the Start Fiscal Year and Start Period as well as the End Fiscal Year and End Period to view subcontractor timesheet details. 

• Expense Report Date: This field is now a drop-down list with options for All, One, Range, From Beginning, or To End. Depending on your selection, you can enter the Start Date and End Date to view subcontractor expense details. 

• Selection drop-down lists: Use the two drop-down lists to select the Work Assignment, Purchase Order, Project, Vendor, or Vendor Employee for which you want to view subcontractor timesheets or expenses. The primary and secondary selections must differ to avoid overlapping records. 

• Transaction Status: Select from Open, Closed, or Both. At least one transaction status must be selected. 

When you select the Allow User to Edit Subcontractor Detail Rows checkbox on the Configure Subcontractor Management Settings screen, you can now edit the following fields: 

• Timesheet Detail tab 

• Hours

• GLC

• PLC

• Expense Detail tab 

• All fields in the Charging Information group box

• Expense Amount

• Sales or Use Tax

• Sales Tax Code

• VAT/Sales Tax Amount

• Use Tax Amount

 

Archive Subcontractor Detail (SMPARCH) 

As part of this enhancement, a new application has been created that allows you to move closed subcontractor transactions from the working tables into archive tables. To access this application, click Subcontractor Management » Subcontractor Management Controls » Archive Subcontractor Detail. 

Transactions are considered closed if both the Voucher Created and In Process checkboxes are selected on the Timesheet Detail and Expense Detail tabs of Manage Subcontractor Detail. Click the Preview or Print buttons to generate the Archive Subcontractor Detail Report and review which transactions will be archived. 

Eligible subcontractor transactions are stored in the following archive tables:  

• SUBC_EXP_HDR_ARCH  

• SUBC_EXP_LN_ARCH  

• SUBC_EXP_LN_AUDIT_ARCH  

• SUBC_TS_HDR_ARCH  

• SUBC_TS_LN_ARCH  

• SUBC_TS_LN_AUDIT_ARCH 

 

Print Subcontractor Detail Report (SMRSUBCD) 

The new Print Subcontractor Detail Report application (Subcontractor Management » Subcontractor Management Reports/Inquiries » Print Subcontractor Detail Report) enables you to print subcontractor transactions from the working tables, excluding archived transactions.

The common code across several Costpoint applications in the Projects, Accounting, Materials, and People domains has been updated to enhance the Period of Performance (POP) validation introduced in a previous release. This update resolves performance issues and ensures that if a project lacks POP start and end dates in the PROJ and PROJ_EDIT tables, Costpoint defaults to the immediate parent project's dates until it finds start and end dates. If no dates are encountered while moving up the project string, default dates of 01/01/1900 and 12/31/2075 are used for validation.

You can now add users to a top-level project while retaining or removing their existing lower-level roles. The new Keep Existing Lower Project Levels checkbox on the Manage Project Roles screen allows you to manage these roles accordingly, reducing the need for manual adjustments. If you clear the checkbox, a prompt will confirm whether you wish to delete the roles at lower levels. 

In addition, the Import Project Master Data application has been updated to include the K_LWR_LVL_FL column in the PROJ_ROLE_USER.CSV input file. 

Improved T&M Labor Profitability

Totals have been added by project across all columns. The Project Overview now features a total, offering a swift summary of the project's progress. In addition, the labels in the footer area now display Revenue for Labor and Burdened Labor Costs.

Alternate EPROJ_MGRS View for Enhanced BI Security

The new FN_PROJ_OBS function provides a table output compatible with the EPROJ_MNGRS table. This alternate view enhances BI security and will replace the EPROJ_MNGRS table.

If you use a custom Planning model, you will need to replace it with the updated version to apply this new function.

Cognos BI 2025.2 with Cognos Analytics 12.0.4

To ensure optimal performance and access to the latest features, Costpoint Business Intelligence has been upgraded to Cognos Analytics version 12.0.4. This upgrade will help maintain the stability and efficiency of your system. To know more about the updates in Cognos 12.0.4, AI Assistant, reporting, and dashboards, see Costpoint BI 2025.2 with Cognos Analytics 12.0.4 on the Deltek Learning Hub. 

Note: If you are an on-premises customer, you are not required to upgrade to Cognos Analytics v12. However, to upgrade to Costpoint BI Value Add 2025.2, you will need to upgrade Cognos as well. If your company is not using Planning, there are no new features in BI 2025.2 besides the upgrade to v12, so you can opt to skip BI 2025.2. The Cognos 11.2.4 version will be supported by IBM and Deltek until April 30, 2026. Nevertheless, Deltek recommends that on-premises customers who use CAP security upgrade to 2025.3 when it is released in July 2025.

Transition Training Video for Query Studio Users with the 2025.2 Update

A training video is now available on the welcome screen to assist Query Studio authors in transitioning to the interactive reporting environment. This resource aims to facilitate a smooth transition and enhance your proficiency in the new environment. 

Updated Welcome Page for Costpoint Business Intelligence

The welcome page for Costpoint Business Intelligence has been updated to provide a more streamlined user experience. The page now includes a link to the New Features document and an updated learning video. This update ensures that all necessary information is readily available on one page, improving navigation and usability.

IBM Sample Content Now Available in Costpoint BI

To help you create your first dashboard or report, the IBM Cognos Analytics samples are now available in Costpoint Business Intelligence. These samples show you how to leverage Costpoint BI key features that include a getting started component, a video tutorial, and sample dashboards, reports, explorations, and other items. You can access these samples in Team Content » Samples. For more information on IBM samples, refer to IBM's official documentation.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

A new Quick Entry Expense Authorization (Expense » Expense Reports) application was added that is designed to operate as a streamlined version of the standard Expense Authorization application.

Note: The screen is enabled for employee classes where the Allow Quick Entry Expense Report checkbox is selected on the Expense Classes screen (Expense » Expense Controls).

Quick Entry Expense Authorization, which works in conjunction with Quick Entry Expense Report, offers a flexible alternative for creating authorizations, where you can:

• Enter all expenses on one page. 

• Quickly identify required fields by yellow highlighting.

• Clone a previous authorization.

• Upload overall attachments using a hyperlink that displays in the header (based on configuration).

• Switch modes to approve authorizations (based on supervisory rights).

Note: Blanket authorizations and advances are not supported at this time.

 

Header Area of the Form

The arrangement of the fields on the header is slightly altered from the standard version, but most fields were ported over without change. Notable exceptions include:

• Report ID: If the authorization is linked to an expense report, the Report ID displays but is read-only.

• Type: For new authorizations that are not cloned, this drop-down list displays the expense report types that are valid for your expense class. If there is only one, it displays by default and is not editable. The field becomes display-only after the form is saved. 

• Status: This field displays the status of the authorization, but it is not hyperlinked in this version.

• Currency: This field does not display.

• Overall Attachment: This displays if overall attachments are allowed. See related details under “Attachments” below. 

• Total Estimate: The name of this field was updated here. It is the same as Total Planned in the  standard version.

For more information on header fields, see the Quick Entry Expense Authorization online Help.

 

Save and Submit

In Quick Entry Expense Authorization, the Save and Submit buttons display above the header. You can save your entries as go and validation messages do not display until you submit the authorization.

 

Approval Functionality Enabled

If you have supervisory rights, a button displays at the top of the form that enables you to switch between Approval mode and Entry mode.

Depending on which mode you are in, the button name is dynamically updated as follows:

• Approval: This displays if you are in Entry mode. Click this to switch to Approval mode. If no authorizations await approval, a system message indicates that.

If you switch to this mode, it is recommended that you also switch to Table View. In addition, the Submit button is hidden, and if you click New, you are prompted to switch to Entry mode. 

• Entry: This displays if you are in Approval mode. Click this to switch to Entry mode.

If you switch to Approval mode, buttons display that enable you to approve or reject the authorization. For example: 

• Approve Expense Authorization: Click this button to approve the expense authorization.

• Reject Expense Authorization: Click this button to reject the expense authorization. A pop-up dialog box will display, where you can enter your reason for rejecting it.

 

Attachments

The Quick Entry Expense Authorization screen includes an Overall Attachment field that enables you to upload attachments related to the overall authorization. The field displays a convenient hyperlink that tallies the total number of current attachments. 

When you click the link, the Attachments dialog box displays, where you can add new attachments and review or edit the status of existing ones.

The dialog box contains the following fields and buttons:

• Attachment Type: This field displays the attachment type.

• Required: "Yes" displays if attachments are required; the field is left blank if not.

• File Name: This non-editable field displays the name of the attached document.

• Reason for Missing Attachment: This non-editable field displays the reason that an attachment is missing. 

• Completed By: This non-editable field displays the Employee ID/Name of the employee who attached the file.

• Attach: This button displays when attachments are required or optional.

• Missing: This button displays if attachments are required or optional. When you click this button, the Reason for Missing Attachment popup displays, where you can enter a reason that will display in the otherwise read-only Reason for Missing Attachment field.

If no reason has been entered, an error message displays.

• View: Click this button to view the attachment. The button does not display if no attachments are present.

• Remove: Click this button to remove the attachment from the Quick Entry Expense Authorization. The button displays only if attachments are present.

• Apply: Click this button to apply your changes and close the dialog box.

 

Updates to the Expense Report Type Screen

On the Expense Report Type screen (Expense » Expense Controls), when Type is set to Quick Entry, the following updates were applied:

• The Expense Authorization field is now enabled. Use the drop-down list to select whether expense authorizations will be Required, Optional, or Disabled for the expense report type.

• The Add Charges to ER When Created from EA checkbox is now enabled and is selected by default, but you can clear it.

• The Expense Authorization Tasks – Authorization subtask is now enabled.

Refer to the online Help for more information about these fields.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Quick Entry Expense Report was enhanced with several new features, including:

• Receipt capture

• Ability to choose an expense report type

• Functionality for uploading and managing overall attachments

• Functionality for approving or rejecting expense reports (supervisors only)

• Access to user-defined values 

In addition, related Expense configuration applications now also include settings that were previously available only in the Standard version of Expense Report.

Continue reading for more detail on these updates. 

 

Receipt Capture Added 

Quick Entry now also includes Intelligent Character Recognition (ICR) capabilities that enable you to upload receipts using the new Scan Receipt button in the Expenses section of the form.

Note: This functionality is available only if ICR/OCR capabilities are enabled by your administrator.

Clicking Scan Receipts opens the File Upload dialog box, where you choose the receipt you want to upload. The receipt is added as an attachment on a newly created expense line, where the expense details are auto-populated based on the scan of the receipt.

If the receipt is not readable, or if it is a non-US currency, the receipt will be attached on a new line, but you will be prompted to enter the expense details manually.

Note: ICR capability was already available in the standard version of Expense Report, and in Quick Entry, it works in identical fashion. However, multi-currency is not yet available.

 

Link to Expense Authorization ID Added

An Authorization ID field was added to the Expense Report Header that enables you to link to the associated Quick Entry Expense Authorization. Selecting an Authorization ID results in the following:

• Expense header information copies over from the Expense Authorization.

• All expense report lines copy over from the Authorization (except the Amount). These lines supplement any lines you may have already entered on the Quick Entry Expense Report.

Attention Administrators: The Authorization ID drop-down field only displays if the Expense Report Type is configured to require Expense Authorizations.

In addition, Quick Entry Expense Reports can only link to Quick Entry Authorizations, not standard Expense Authorizations.

If the authorization link is required, the field will display in yellow until the link is inputted. If it is not required, the blank field will not be yellow and can be skipped.

Prior to saving, you can change the entry you made in the Authorization ID field. Rows already added are marked for deletion, while rows from the newly selected expense authorization are added.

Note: Currently, you cannot modify the Authorization ID on a saved Quick Entry Expense Report. In addition, blanket authorizations and advances are not currently supported.

 

Expense Report Types Added

The header area of the Quick Entry Expense Report now includes a Type drop-down menu, which displays the expense report types available for your expense class.

For new expense reports, you can either leave the default value or select from the available expense report types. If no default value exists, the field is empty, and based on configuration, you might be prompted to select a type.

Note: Once you click Save, you cannot change the Expense Report Type. If you change the Type prior to saving, existing expenses are deleted.

 

Quick Entry Expense Report Overall Attachment Field

A new field, Overall Attachment, was added to the Quick Entry Expense Report header. This field displays a hyperlink that tallies the total number of attachments. When you click the link, a popup displays where you can add new attachments and review or edit the status of existing ones.

The popup displays the following fields and buttons:

• Attachment Type: This field displays the attachment type.

• Required: "Yes" displays if attachments are required; the field is left blank if not.

• File Name: This non-editable field displays the name of the attached document.

• Reason for Missing Attachment: This non-editable field displays the reason that attachments are missing, entered by the user. 

• Completed By: This non-editable field displays the Employee ID/Name of the employee who attached the file.

• Attach: This button displays when attachments are required or optional.

• Missing: This button displays when attachments are required or optional. When you click this button, the "Reason for Missing Attachment" popup displays, where you can enter a reason that will display in the otherwise read-only Reason for Missing Attachment field.

If no reason has been entered. an error message displays.

• View: Click this button to view the attachment. The button does not display if no attachments are present.

• Remove: Click this button to remove the attachment from the Quick Entry Expense Report. The button does not display if no attachments are present.

• Apply: Click this button to implement your changes and close the popup box.

 

Approval Functionality Enabled

Approval capabilities for supervisors were added to the Quick Entry Expense Report screen. For supervisors or others with approval rights, a new button displays at the top of the form that enables you to switch between Approval mode and Entry mode.

Depending on which mode you are in, the button name is dynamically updated as follows:

• Approval: This displays if you are in Entry mode. Click this to switch to Approval mode.

If you switch to this mode, it is recommended that you also switch to Table View. In addition, the Submit button is hidden, and if you click New, you are prompted to switch to Entry mode.

• Entry: This displays if you are in Approval mode. Click this to switch to Entry mode.

If you switch to Approval mode, buttons display that enable you to approve or reject the report. For example:

• Approve Expense Report: Click this button to approve the expense report.

• Reject Expense Report: Click this button to reject the expense report. A popup will display where you can enter your reason for rejecting the expense report.

 

User Defined Fields Added

The Expense Types (Expense » Expense Controls) screen includes additional subtasks that display when Type is set to Quick Entry.

While the added subtasks already exist in the Standard version, they were not included in the initial releases of Quick Entry Expense Report.

The subtasks that were added for this release include:

• User-Defined Labels & Text

• User-Defined Field 1 Values

• User-Defined Field 2 Values

• User-Defined Field 3 Values

In addition to these new subtasks, other fields related to user-defined values were enabled on the Input Options – Required Fields tab.

For example, under User-Defined Values, the Required or Validate checkboxes are now enabled for fields 1-3, and under Description, the following checkboxes are now enabled:

• User-Defined Value 1

• User-Defined Value 2

• User-Defined Value 3

Note: The underlying functionality of these added fields and subtasks is unchanged from the Standard version. For more information, see the online Help.

 

Updates to the Expense Report Types Screen

The Expense Report Types (Expense » Expense Controls) screen includes additional subtasks that display when Type is set to Quick Entry.

While the added subtasks already exist in the Standard version, they were not included in the initial releases of Quick Entry Expense Report. The subtasks that were added for this release include:

• User Defined Values – Labels

• Expense Report Tasks

• Expense Authorization Tasks – Authorization

• Expense Authorization Tasks – Advances 

• User-Defined Values – Field1

• User-Defined Values – Field2

• User-Defined Values – Field3

Note: If Type is set to Quick Entry, the Expense Authorization Tasks – Advances subtask link does not display.

In addition, on the main screen under User-Defined Values, the Required or Validate checkboxes are now enabled for fields 1-3.

Note: The underlying functionality of these added fields and subtasks is unchanged from the Standard version, including importation of records from cloned expense report types. For more information, see the online Help.