Deltek Costpoint 8.2.10 Release Notes (Build 8.2.10.5004)

Welcome to the Deltek Costpoint 8.2.10 Release Notes, which describe the new features, enhancements, and software corrections introduced in this release.

These release notes address all of the modules associated with Deltek Costpoint 8.2.10, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.

Release notes are available from the landing page and the Costpoint Information Center.

We 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.

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

Update W-4 Information of Iowa Employees for 2024 Filing

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

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

To accommodate the employee setup, updates made in Costpoint MR 8.2.8 included the following:

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

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

In Costpoint MR 8.2.9, the Iowa state withholding computation has been updated so that an employee’s credit amount will be based on the Credit Amount field on the Manage Employee Taxes screen, rather than the Number of Credits field. If your Iowa employees have not already reviewed their Iowa W-4 information, you should instruct them to do so before computing payroll. Costpoint Payroll customers with Iowa employees should do the following:

• Costpoint Employee Self Service (ESS) customers:

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

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

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

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

3. Click Save.

• Costpoint customers not using Costpoint ESS:

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

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

It is important for Iowa employees to update their IA W-4 information before payroll is computed in Costpoint MR 8.2.9 or a higher version since the Iowa tax withholding computation will be updated in those versions. If you upgrade to one of those versions and an Iowa employee has not yet updated their Iowa W-4 information, their credit amount will be 0.00 and may result in a higher withholding amount than expected.

Critical W-2C Bug Fix

Important: Please read this section before printing W-2Cs.

When printing W-2Cs (correcting W-2s), the employee’s State is missing in box i (employee’s address) of the W-2C.

• Costpoint 8.2 (On-premises): This fix will be available on DSM for on-premises customers by mid-March 2024.

• Costpoint 8.2 (Cloud): This fix will be applied with the 8.2.9 deployment in March 2024.

Please contact Deltek Customer Care with any questions you may have.

Update Iowa Setup in ESS Configure State Tax Settings

Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.2.9 applied the following:

• Added new HEAD OF HOUSEHOLD filing status

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

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

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

Cobra Integration

With Costpoint 8.2, a change was made so all Cobra applications will be hidden from the Costpoint menus unless the integration has been set up. This change was made to reduce the visibility of unnecessary applications in Costpoint if clients are not licensed or do not have the configuration enabled.

• If you already use the automated integration with Cobra Web Services, there is no action required. The integration in Product Configuration Utility is already set up, and you can see the connection for Cobra in Manage System Integration Accounts.

• If you currently download the Cobra information without the automated integration with Cobra Web Services, then you have not set up the integration in Product Configuration and will not see the connection for Cobra in the System Integration Accounts application. You MUST enable/configure this connection in the Costpoint Config Utility. Note that it does not have to be valid values. (Please do NOT click the Test button to validate.)

To set up the Product Configuration Utility for Cloud customers, you must complete the following form and submit a Service Request ticket.

How to request a Costpoint Integration Setup (custhelp.com)

Project Role Security Replaces Project Manager Security in Costpoint Business Intelligence

Access to secure project data has been greatly enhanced by Project Roles Security, which expands access to other roles beyond the Project Manager. If the necessary configurations are set, any project role, including project managers, can view project data at their level and in the lower project levels.

In Costpoint Business Intelligence 8.2.9 or later, Project Role Security replaces Project Manager (PM) Security. PM Security is no longer supported and has been removed.

If you use Project Manager Security and will upgrade to version 8.2.9 or later, Project Role Security will be applied seamlessly without performing extra steps. The system will follow the BI settings you had before the upgrade and transfer users in CER__PM_MGR to the CER__ROLE_SEC user group. In addition, you can extend role security to other project roles.

Important: If you have users in the CER__PM_MGR user group but have disabled Project Role Security before upgrading to 8.2.9, the users will be transferred to the CER__ROLE_SEC user group after the upgrade and Project Roles Security will be automatically turned on. It is important that your BI administrator selects No in the Use Project Roles Security field on the Manage BI Settings screen after the upgrade if needed. The Manage BI Settings screen is located in Report & Analytics » BI Controls.

For more details in setting up Project Role Security, see the Project Roles Security Setup section in Deltek Costpoint Business Intelligence 8.2.9 Post Installation and Configuration Guide for On-premises Users. Additional information is also available in KB article #115682.

This change requires patches 11322 and 11323.

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Defect 2097200: When you imported A/P multicurrency vouchers, Costpoint did not apply the Trans to Func rate set on the Exchange Rates subtask to the imported vouchers. As a workaround, manually update the rates after the import process.

Defect 2071272: You were able to enter a cash receipt against an unknown invoice even if the pay currency was different from the invoice bill currency.

Defect 2030958: If you use Costpoint without a Multicurrency license, you encountered an error when you modified your general ledger settings and clicked Save.

Defect 2102812: The Automatically Enabled on date for a feature did not update correctly to match the Enable Date Time of the POD ID on the Schedules subtask.

This application is available to Costpoint Cloud customers only.

Defect 2102058: After upgrading from Costpoint version 8.1 to 8.2.8, you experienced a significant delay in loading times when you logged in to the Time & Expense mobile app.

Defect 2092543: Larger workflow models did not fit in the Approval Flow Structure field.

Defect 2092412: You received a critical system error when you uploaded a document to SharePoint and the file name contained an apostrophe.

Defect 2092467: The Costpoint CTRL+A hotkey to switch between open applications overrode the operating system's CTRL+A (Select All) hotkey. Because of this issue, the Costpoint CTRL+A hotkey has been removed.

Defect 2092545: When a workflow was linked to a screen added by an extension, the performance of the Approval Workflow Models screen was extremely slow when you queried records and made updates. The screen that was added by the extension also performed slowly when processing.

Defect 2099582: The Business Intelligence – Preview application did not display on the second level of the Costpoint menu. This defect affects you if you are a Costpoint BI 8.2 cloud customer with a preview environment.

Defect 2091469: When you tried to approve a requisition with more than 20 lines, you encountered a system error.

Defect 2072968: A system error displayed if you used Query or Find to filter an employee that had been assigned with an SPLIFE (Spouse Life Insurance) or SPADD (Spouse AD & D Insurance) benefit plan. This occurred if:

• The coverage option assigned to the employee is DEP CVG (Dependent Coverage) and the end date was earlier than the system date.

• The coverage option assigned to the spouse had no end date.

Defect 2094022: The Login ID field on the Product Interface tab displayed only when you had a license for Materials Management and Manufacturing Execution. The field should also display when you have a Shop Floor Time license. In addition, the alignment of the field on the screen was incorrect.

Defect 2102868: The paystub printout on Employee Self Service always printed the rate type as salaried even if the employee was hourly.

Defect 2102060: A critical system error occurred when you clicked Print on the Compute Payroll screen. The error indicated the following: "The multi-part identifier "ZP.ST_CREDIT_AMT" could not be bound." This issue occurred if you selected Do not allow as the Negative Gross Pay Method on the Configure Payroll Settings screen and then a deduction caused a check to have a negative net amount.

Defect 2011825: The local record was printed twice in the Locality Correction Information section on both preprinted and blank stock/plain paper reports.

Defect 2092408: A system error prevented you from creating a project budget from a new business budget.

Defect 2082438: When you ran this application with the Current Activity Only, Transactions with Zero Bill Rate, Transactions with Zero Cost Amount, and Transactions with Zero Units Quantity checkboxes selected, Costpoint applied the same Amount on Hold value to the Amount Prev Billed field on the Manage Open Billing Detail screen. This caused the Amount to Bill field to have a negative value. The Amount Billed field on the Manage Closed Billing Detail screen was also updated with the same Amount on Hold value.

Defect 2101971: When you selected Project Labor Category Cobra (UDEF) under the Map Labor Based on Costpoint drop-down list on the Manage Cobra Resource Templates screen and then ran the Compute Cobra Burden Costs application, the process completed with error. This issue affects MSS database users.

As a workaround, select other options under the Map Labor Based on Costpoint drop-down list on the Manage Cobra Resource Templates screen.

Defect 2082696: You did not receive an error message when you ran this application for an award fee account that had no linked account/organization.

Defect 2082697: When you ran this application for an unbilled account that was not linked to the project’s owning organization, you did not encounter an error message, and Costpoint completed the process.

Defect 2042862: When you reversed a revenue journal entry for a project whose billing level differed from its revenue level, Costpoint generated a one-sided journal entry that was the higher level. You were also able to post the one-sided journal entry.

Defect 2066065: When you added an employee who already existed in lower-level projects to a top-level project role with the Apply to Lower Project Levels checkbox in the Roles Assigned to Users table window cleared, you received the following warning message: “User <value> with Role Code <value> already exists at lower levels and will be removed if the Lower Level flag remains unchecked. The user is found in the following lower levels: <value>.”

As a workaround, manually search all lower project levels where the employee exists, add them at the top level, and reenter them at prior lower levels.

Defect 2037868: Performance tuning has been conducted for this application to improve performance.

Defect 2037385: Access restrictions imposed on resource groups did not prevent employees from viewing project IDs and descriptions within charge trees. 

Attention: For this correction to take effect, you must run Rebuild Group Cache Data from the Action menu.

Defect 2088066: Processing speeds lagged when you had to approve multiple expense reports in succession.

Defect 2082520: After a processed timesheet was corrected and re-approved, the status changed back to Processed instead of remaining as Approved, which would have allowed the corrections to be exported. This occurred when the timesheet class was configured to allow deleted lines to remain on the timesheet with hours set to zero.

Defect 2095719: When the Track Lunch Start/End checkbox was not selected in Time Settings, the value in the Time Out field defaulted to 12:00 PM and was non-editable.

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

Database Change documents detail data dictionary changes from one release to the next. To see the Database Change document for this MR, refer to 8.2.x Data Dictionary Updates.

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