Deltek Costpoint 2026.3.1 Release Notes
Welcome to the Deltek Costpoint 2026.3.1 Release Notes, which describe the new features, enhancements, and software corrections introduced in this release.
These release notes address all of the modules associated with Deltek Costpoint 2026.3.1, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.
We want the release notes to be as easy to use as possible. To this end, we will continue to analyze and improve upon the format. If you have feedback, please email DeltekDocumentationFeedback@deltek.com.
2026.3.1 Excel Summary List
These release notes are also available in an Excel format for easier review, sorting, and filtering. Download the file from here: Costpoint 2026.3.1 Summary List.
Access to Cumulative Bundles for On-Premises Customers
Beginning with Costpoint 2026.3.1 (released August 19, 2026), on-premises customers can install Cumulative Bundles after installing the corresponding Quarterly Release. Cumulative bundles include validated defect repairs and regulatory updates identified through release validation and customer testing.
Install software in the following order:
Install the applicable quarterly release (for example, Costpoint 2026.3 Quarterly Release).
Install the corresponding cumulative bundle available for that quarterly release (for example, cp82_bundle_2026.3.1_001.zip and Cumulative_Bundle 2026_3_1_001 SYSSQL_Common_Web Files.zip).
Customers who have already installed a quarterly release can download and apply the latest cumulative bundle from DSM. Installing a cumulative bundle after the quarterly release provides a broader set of validated defect repairs and regulatory updates in a single deployment package, helping reduce avoidable support issues and improve the overall upgrade experience.
The cumulative bundle includes a version check to verify that the required quarterly release is installed before the bundle can be applied. Review the installation instructions included with the download and perform a system backup before starting the installation.
Note: When deploying application patches included in the cumulative bundle, specify the reapply=yes parameter to ensure repaired files overwrite previously installed files.
On-premises customers should refer to the Costpoint Deploying Cumulative Bundles document for detailed installation and deployment procedures.
Accessing Deltek Support Center
If you need assistance installing, implementing, or using Deltek Costpoint, you can access Deltek Support Center through the following:
Go to https://deltek.custhelp.com.
Enter your Deltek Support Center Username and Password.
Click Login.
Note: If you forget your username or password, you can click the Login Help? button on the login screen for help.
Using These Release Notes
Use the following guidelines in navigating through this page:
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2026 Federal Poverty Level
The 2026 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,960 for a one-person family/household.
This release sets the Federal Poverty Level for payroll year 2026 on the Manage Federal Taxes screen.
Attention: For more information, see: https://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines.
2026 W-2 Updates: Box 12 Codes, Catch-Up Deductions, and Box 14b
Costpoint now supports 2026 Form W-2 and W-2c reporting requirements for new Box 12 codes TA, TP, and TT, annual USERRA make-up amount codes, and the new Box 14b Treasury Tipped Occupation Code(s) reporting requirement. These updates help you report employer Trump Account contributions, cash tips, qualified overtime compensation, and tipped occupation codes for affected employees.
You can access these updates if you have existing rights to the affected payroll, employee self-service, tax export, and report screens. This enhancement does not require a feature flag. The new Treasury Tipped Occupation Code table is populated and manually maintained by Deltek. You manually enter Box 14b codes on the Manage W-2s screen or Manage W-2Cs screen when Box 12 includes code TP.
Note: This enhancement covers only the data reported on W-2 and W-2c forms and the IRS-provided fillable PDFs. Updates to the following are handled separately:
Black and white Copy A templates
W-2 and W-2c preprinted form adjustments
W-3 and W-3c templates
4-up preprinted and 4-up blank stock
Create W-2 Table (PRPCW2)
The Create W-2 Table screen now supports additional 2026 W-2 Box 12 processing requirements. The application updates are:
Catch-up deductions are included when calculating Box 12 amounts for codes D, E, G, AA, BB, and EE.
Box 12 code TA is calculated from employer contribution amounts linked to the TA deduction type.
Box 12 code TT is calculated from employee earnings overtime premium amounts beginning with payroll year 2026.
Box 12 code TP is not calculated on the Create W-2 Table screen because you manually enter the amount on the Manage W-2s screen or Manage W-2Cs screen.
Box 14b is not processed on the Create W-2 Table screen because you manually enter the Treasury Tipped Occupation Code on the Manage W-2s screen or Manage W-2Cs screen.
Manage W-2s (PRMW2)
The Manage W-2s screen now supports new Box 12 codes and Box 14b Treasury Tipped Occupation Code reporting for tax year 2026. The application updates are:
The Box 12 field lookup list adds Box 12 codes TA, TP, and TT and the 2025 USERRA make-up amount codes.
The existing Box 12 code descriptions now match the 2026 Box 12 descriptions.
Costpoint adds a new system table, S_TTOC, to maintain IRS Treasury Tipped Occupation Codes.
The Box 14 subtask contains a new Box 14b tab with the following fields that apply to tax year 2026 or later.
Field
Description
Treasury Tipped Occupation Code 1
Enter or select the Treasury Tipped Occupation Code when cash tips are reported in Box 12 using code TP.
Treasury Tipped Occupation Code 2
Enter or select the Treasury Tipped Occupation Code when cash tips are reported in Box 12 using code TP.
Manage W-2Cs (PRMW2C)
The Manage W-2Cs screen now supports corrected W-2c reporting for Box 12 codes and Box 14b Treasury Tipped Occupation Codes. The application changes are:
Costpoint allows you to save Box 12 codes TA, TP, and TT.
The Box 14 subtask contains a new Box 14b tab for tax year 2026 or later. This tab provides fields for previously reported and corrected Treasury Tipped Occupation Code values.
Field
Description
Previously reported - Treasury Tipped Occupation Code 1
Enter or select the previously reported Treasury Tipped Occupation Code when cash tips are reported in Box 12 using code TP.
Correct information - Treasury Tipped Occupation Code 1
Enter or select the correct Treasury Tipped Occupation Code when cash tips are reported in Box 12 using code TP.
Previously reported - Treasury Tipped Occupation Code 2
Enter or select the previously reported Treasury Tipped Occupation Code when cash tips are reported in Box 12 using code TP.
Correct information - Treasury Tipped Occupation Code 2
Enter or select the correct Treasury Tipped Occupation Code when cash tips are reported in Box 12 using code TP.
Print W-2s (PRRW2)
The Print W-2s screen now prints the new 2026 Box 12 and Box 14b information on IRS-provided fillable PDFs for W-2 and W-2c forms. The application changes are:
Costpoint includes Box 12 codes TA, TP, and TT when these codes are listed on an employee’s W-2 or W-2c.
Costpoint includes Box 14b codes when they are listed on an employee’s W-2 or W-2c.
Costpoint prints 2026 W-2 and W-2c data correctly on the IRS-provided fillable PDF for copies 1, 2, B, C, and D.
If the Payroll Year is 2026, Costpoint prints only two lines in Box 14a Other and moves the remaining Box 14 lines to the second W-2 form as needed.
Print W-2 Summary Report (PRRW2R)
The Print W-2 Summary Report screen now includes the new 2026 Box 12 codes and improves report readability by suppressing discontinued W-2 items when their reported amounts are zero. The application updates are:
The W-2 Summary Report adds the following:
Box 12 - Code TA
Box 12 - Code TP
Box 12 - Code TT
The W-2c Summary Report adds previously reported and corrected totals for the following:
Box 12 - Code TA
Box 12 - Code TP
Box 12 - Code TT
Discontinued W-2 reporting items are included only when the reported amount is nonzero.
Legacy and corrected records that include discontinued W-2 reporting items are still supported.
W-2s (ESMELECW2)
The W-2s screen now displays the new 2026 Box 12 and Box 14b information for Employee Self Service. The application updates are:
The screen includes the following when listed on an employee's W-2 or W-2c:
Box 12 codes TA, TP, and TT
Box 14b codes
The screen adds two 14b Treasury Tipped Occupation Code fields which display the Treasury Tipped Occupation Code when cash tips are reported in Box 12 using code TP.
The 9 Advance EIC payment field was removed because advance EIC payment reporting was discontinued for W-2 reporting in 2011 and is no longer relevant for display.
The Print W-2 Report layout adds 14b Treasury Tipped Occupation Code(s).
The 14 Other field label was updated to 14a Other.
The 2026 W-2 and W-2c data prints correctly on the IRS-provided fillable PDF for the employee W-2 and W-2c sets, including B, C, 2, and Instructions.
Export Payroll Taxes (PRPEXTAX)
The Export Payroll Taxes screen now supports Treasury Tipped Occupation Codes in W-2 and W-2c tax files. The application updates are:
Treasury Tipped Occupation Codes were added to the W-2 and W-2c files by adding fields 101 through 104 to the ET records.
The application reports Treasury Tipped Occupation Codes under the FDEE tax type.
Field 101 reports Treasury Tipped Occupation Code 1 for W-2/W-2c Box 14b Code 1.
Field 102 reports Treasury Tipped Occupation Code 2 for W-2/W-2c Box 14b Code 2.
Field 103 reports Previously Reported Treasury Tipped Occupation Code 1 for W-2c Box 14b Code 1.
Field 104 reports Previously Reported Treasury Tipped Occupation Code 2 for W-2c Box 14b Code 2.
Print Data Dictionary Report (SYRDD)
The Print Data Dictionary Report screen now includes the new Treasury Tipped Occupation Code table and the new Box 14b columns used for W-2 and W-2c reporting. The application updates are:
Costpoint adds the new S_TTOC table to the report.
The report adds the following:
FED_W2_FILE.box_14b_col1_cd
FED_W2_FILE.box_14b_col2_cd
FED_W2C_FILE.prev_box_14b_col1_cd
FED_W2C_FILE.prev_box_14b_col2_cd
FED_W2C_FILE.box_14b_col1_cd
FED_W2C_FILE.box_14b_col2_cd
Costpoint updates the S_BOX_12_CD report definition text to: “Stores codes used in W-2 box 12.”
The FED_W2C_FILE life cycle text was updated to: “Populates when W-2c option is selected when Create W-2 Table is run, it may also be populated and manually maintained by the user.”
Idaho Withholding Tax Table Updates
Costpoint updates Idaho state withholding calculations to reflect tax law changes effective January 1, 2026. The updates are:
The upper threshold for the zero-tax bracket increased from $15,000 to $16,100 for single and head of household employees, and from $30,000 to $32,200 for married employees.
Allowances will no longer be used by the state to calculate withholding because the Idaho Child Tax Credit is no longer in effect.
To support the updated Idaho withholding requirements, this release updates the following screens:
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Tax Tables (PRMSTT)
Ohio 2026 Withholding Tax
The Ohio Department of Taxation issued updated employer withholding tables for payroll periods ending on or after August 1, 2026. The new lowest and highest tax rates are 1.60% and 3.40%. This replaces the previous lowest and highest tax rates of 1.775% and 3.64%, respectively.
Ohio updated the Optional Computer Formula that employers and payroll providers use to calculate state income tax withholding. The revised formula applies to payroll periods ending on or after August 1, 2026.
To support the updated Ohio withholding requirements, this release updates the Manage State Tax Tables screen.
Attention: For more information, see: https://dam.assets.ohio.gov/image/upload/tax.ohio.gov/employer_withholding/2026%20Withholding%20Tables/WHT_OptionalComputerFormula_2026.pdf
Accounts Payable >> Import Purchase Order Vouchers
Defect 2740605: When you imported vouchers using a CSV file that contained invalid vouchers, Costpoint completed the import successfully instead of rejecting the invalid vouchers and including the corresponding errors in the error report.
Accounts Payable >> Manage Purchase Order Vouchers
Defect 2794666: For MS SQL users, when you created a voucher for a purchase order with payment schedules, Costpoint did not populate the PMT_SCH_VCHRD_AMT database column with the Total Vouchered Amount value.
General Ledger >> Create General Ledger Report Tables
Defect 2745023: When you created general ledger report tables for fiscal year 2026 with the Accounting Period set to All, you encountered a system error.
System Administration >> Configure System Settings
Defect 2804304: When you accessed the SYMSETNG app, the Dela tab displayed two fields (Client Secret and Redirect URI) instead of a table for managing TRUSTED MCP Clients.
System Administration >> Configure User Preferences
Defect 2700702: When you delegated approvals using Configure User Preferences for activities with built-in roles, a Delegate-type row was not created in the Approval Workflow. Delegation functioned correctly for activities using static roles.
System Administration >> Print Application Table Information Report
Defect 2818838: When you ran the Print Application Table Information Report (SYRAPPDD) for Manage Government Contract Information (PJMGOVT), the report did not generate.
Contract Management Controls >> Manage Contract Defaults
Defect 2835458: When Default Type in Configure Contract Management Settings was not set to Company Default, creating a contract using Dela returned NULL.
Contracts >> Manage Contracts
Defect 2793680: When Default Type in Configure Contract Management Settings was not set to Company Default, creating a contract using Dela returned NULL.
After the fix is applied to your Costpoint system and you need to set the default type to either contract or project type, complete the following steps once:
Go to Configure Contract Management Settings, and set Default Type to Contract Type or Project Type.
Save your changes.
Run Rebuild Global Settings.
In Manage Contract Defaults, delete existing contract default records.
Create new contract default records, and save your changes.
Log out of Costpoint, and then log back in.
Create contracts through Dela.
Important: These steps are required only once after the fix is applied. You do not need to delete and recreate the records for subsequent contract creation, unless you want to modify the records.
Opportunities >> Manage Opportunity Proposals
Defect 2778424: When you rejected a section and then clicked Sync to Costpoint in the Word add-in, the status changed from Rejected to In Progress unexpectedly.
Defect 2787567: Previously, the right panel of the Word add-in did not allow you to efficiently search or sort proposals by proposal ID or proposal name. Now, Costpoint's integration with Word has been updated to add search and sorting functionality to the proposal list, making it easier to locate and select proposals when working with large numbers of records.
Defect 2826439: After you regenerated a Word document, the proposal and line section statuses were not reset to Not Started. In addition, the document was overwritten without a backup being saved.
Framework
Defect 2642775: The Manage User Interface Profiles application did not display in Recent Activity as expected.
Defect 2745003: When you used the NOTIFY node in the approval workflow, multiple AP mailboxes were notified instead of the single mailbox matching the invoice line organization.
Defect 2776019: When you used the Dela Teams bot with LMI in GCCM SaaS Cloud, it stopped functioning.
Defect 2813473: When you logged out of Costpoint and clicked Help in the Context menu, a window opened along with a download link for the help document. After closing the tab or PDF document, the initial browser window remained open instead of closing automatically.
Defect 2816269: When users with full rights accessed the POMPOVCH application, sporadic system errors occurred during save operations, particularly when deleting records.
Defect 2820688: When you viewed selected checkboxes that were grayed out in Dark Theme, they rendered with a dark fill and checkmark against a dark background, making them visually indistinguishable from unselected checkboxes. This occurred in both Form view and Table view across multiple modules.
Defect 2826477: After the update to the Manage Opportunity Proposals application to support direct links on screen, the format became incompatible with the Word add-in.
Defect 2827962: The Proposal Word add-in displayed proposals in the selector drop-down list that were not assigned to the current user.
Defect 2828453: When you accessed Print Options » File Options, the Alternate File Location lookup icon was missing.
Defect 2828964: When you attempted to invoke custom AI Agents, the system did not recognize a separate License Add-on code.
Defect 2829216: When you used Dark Mode, the word Costpoint on the login page was truncated and displayed as "Costpoi".
Defect 2835296: When you attempted to drag the Costpoint desktop PWA window with Window Controls Overlay (WCO) enabled, the window could not be moved.
Runtime
Defect 2826526: When you switched from Table View to Form View, the New Claimed Expense was cleared.
Material Requirements Planning >> Firm Material Requirements Planning Planned Orders
Defect 2707582: When manufacturing orders (MOs) were created from MRP, the T&E fields for date edit were not set, causing the MO_HDR.S_DATE_EDIT_CD field to default to null instead of the expected value. This resulted in the Time & Expense not following date edit rules for MO dates as expected.
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can go to the ADMUDT02 (UDT02CS) screen and use the Set Co-Deployed Data action or update the field manually.
Material Requirements Planning >> Manage MRP Soft Allocations
Defect 2827901: When you used lookup to find the reservation line number, the application crashed with a critical system error: "ORA-00904: WHSE_ID_TO invalid identifier."
Material Requirements Planning >> Update Material Requirements Plan
Defect 2823118: When you used substitute parts with safety stock set up, MRP did not plan correctly. When substitute part planning was not used, safety stock planned as expected.
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can set Plan Substitute Part to unselected in Configure Materials Requirements Planning Settings.
Production Control >> Enter Manufacturing Order Issues
Defect 2794663: When you created a negative issue to a manufacturing order (MO) with cost elements, the inventory transaction line recorded a unit cost of 0, even though the cost elements were present.
Purchasing >> Create Blanket Purchase Order Releases
Defect 2740608: When you created a blanket purchase order release, the blanket line's line account (PO_LN_ACCT) carried forward. Changing the inventory abbreviation on the copied release line did not reload the account project/account/organization from the new abbreviation.
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can use the Create Release option in Manage Purchase Orders.
Receiving >> Print Receipt Traveler
Defect 2795946: When you attempted to print the traveler receipt on preferred location without a project requirement, no output was generated.
Employee >> Manage Employee Information
Defect 2732531: When you attempted to update the address of a vendor employee on the Dela screen, it did not allow you to enter the vendor password. The update failed to be saved due to validation errors.
Labor >> Import Timesheets from Deltek Time and Expense
Defect 2787820: When timesheets were imported or directly exported from Time and Expense to Costpoint, timesheets that were unapproved were incorrectly analyzed by Dela. The application should track timesheet approval status and timesheets from Time and Expense so that Dela analysis runs only on approved timesheets.
Defect 2823947: The Leave Balance Floor validation included the hours from a wage determination fringe timesheet line when the account was the same as the leave type account.
Payroll >> Manage W-2s
Defect 2750973: When you saved a new record without filling in all fields on the Box 14 subtask, a system error occurred.
Team Management >> Address
Defect 2714036: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Citizenship
Defect 2714040: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Company Property
Defect 2714267: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Emergency Contacts
Defect 2714143: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Employee Security
Defect 2714156: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Knowledge
Defect 2714275: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Leave
Defect 2676687: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Life Events
Defect 2714255: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Phone Email
Defect 2714265: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Team Details
Defect 2676683: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Team Management >> Total Compensation
Defect 2714269: When you retrieved data, no status was selected by default. When you open the screen, it now defaults to display only Active and Family Medical Leave employees unless another status is selected.
Project Budgeting >> Project Status
Defect 2808949: When you generated the Project Status report, burden cost was inflated because Costpoint included additional allocation groups and duplicated amounts.
Project Budgets / EACs
Defect 2828846: When you tried to modify hours, a system error occurred.
Projects
Defect 2832598: The ability to opt in to Feature 2308013 (Multicurrency Support for Mods and Ceilings) has been extended. This feature will now be automatically enabled for all users in Costpoint 2027.1.
Business Intelligence
Defect 2736756: When you queried data from the Project Planning Reporting Package, it did not return any new projects (non-backlog projects).
Dashboards >> Home Dashboard
Defect 2808827: When you used the Alternate file location lookup in the Files upload window on the Home Dashboard, the browser became unresponsive. The issue occurred only when accessing the Files upload widget from the Home Dashboard; the lookup function worked correctly from other screens, and standard file uploads through choose files and drag-and-drop were unaffected.
Expense >> Expense Report
Defect 2749576: When you created a new expense report, the Notes tab was not displayed.
Defect 2832365: You encountered a system error when you resubmitted an expense report with 18 expenses.
Expense >> Export ERs / Advances
Defect 2749625: When you reduced an expense amount during a correction, the reduction was reported as a positive addition instead of a negative adjustment.
Defect 2800431: In PWA Mobile, when you accessed the Export ERs/Advances screen, subtasks did not display properly, preventing you from selecting expense groups, expense classes, and expense report types.
Time >> Daily Floor Check
Defect 2787746: When you opened a Daily Floor Check interactive card, the application became unresponsive.
Time >> Rebuild Leave Taken
Defect 2751930: In Oracle systems, you encountered an ORA-01795 error when you ran Rebuild Leave and the maximum number of expressions in a query was exceeded.
Time >> Time Settings
Defect 2800419: When you saved Time Settings with the Override Auto Adjust % field left blank, a system error occurred.
Defect 2800424: When you cleared the Enable for Hourly Employees and Enable for Salaried Employees checkboxes in Configure Labor Settings, the Auto-Adjust Hourly Employees and Auto-Adjust Salaried Employees checkboxes remained available.
Time >> Timesheet
Defect 2749660: Charges that became effective mid-period were not available through charge pre-load or drill-down in Oracle environments with Group Cache disabled. As a result, affected charges did not display in the timesheet as expected.
Defect 2749662: When you revised the prior day within the Previous Day Revision Deadline set in Time Settings, the resource time zone was not considered.
Defect 2826142: When you entered leave hours before recording a start and stop time entry for a project on the same day, negative hours were calculated in the timesheet.
Defect 2826145: When you loaded the MO with UDT07 set to default, it defaulted to the first entry in the UDT07 screen instead of using the linked record from Link27 as expected.
Defect 2826148: When you manually typed random data into UDT10 and saved a second time, a system error occurred, or the invalid UDT10 data was saved successfully.
There are no security enhancements or security issues addressed in this release.
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