Deltek Costpoint 8.2.12 Release Notes


Welcome to the Deltek Costpoint 8.2.12 Release Notes, which describe the new features, enhancements, and software corrections introduced in this release.


Important NotesRegulatory EnhancementsEnhancementsSoftware Issues ResolvedSecurity EnhancementsDatabase Changes


Important Notes


These release notes address all of the modules associated with Deltek Costpoint 8.2.12, 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:

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:

  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.

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.

 

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:

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.

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)

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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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Regulatory Enhancements


Federal

2024 Federal Poverty Level

The 2024 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,060 for a one-person family/household.

This release updates the Federal Poverty Level for payroll year 2024 on the Manage Federal Taxes screen.

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

This enhancement requires the following:


Form 941 2024 Q1 Update: Remove Lines Used for COVID-19 Sick and Family Leave Wages

The draft Form 941 for 2024 removes remaining lines reporting COVID-19 federal tax credits. To accommodate the federal update, this release applies the following changes to the Print Quarterly Federal Payroll Tax Report screen:

Attention: For more information, refer to:

 

This enhancement requires the following:


View W-2Cs in Employee Self Service

Costpoint now provides employers the option to display latest W-2c corrected amount instead of the original W-2 amount on the W-2s screen in Employee Self Service. This allows employees to view the corrected amounts when accessing the W-2s screen and when printing W-2 data.

 

Manage Taxable Entity Settings (AOMESSCS)

The screen adds the following checkbox:

Field

Description

Include W-2c data in ESS W-2 screen

Select this box to display corrected data on the ESS W-2 screen.

If Allow Employee to download and email W-2s in official W-2 format is also checked, and there is an existing W-2c record, then a W-2c will be downloaded and/or emailed along the employee’s W-2 in official IRS format.

 

W-2s (ESMELECW2)

If the Include W-2c data in ESS W-2 screen checkbox is selected on the Manage Taxable Entity Settings screen, the W-2s screen will now:

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report screen now provides information on the new Include W-2c data in ESS W-2 screen column on the ESS_SETTINGS table.

 

This enhancement requires the following:

 


View, Print, and Email ACA 1095-C in Employee Self Service

Employees now have the ability to view, print, and email their 1095-Cs through a new 1095-Cs screen in Employee Self Service. A has been added to allow employees to generate 1095-Cs in PDF format for the last four years, including the current year. Employees can opt to download and/or email the PDF file.

 

1095-Cs (ESM1095C)

The 1095-Cs screen allows employees to view and download and/or e-mail their 1095-C information. can perform the following functions in this application:

To access the 1095-Cs screen, go to People > Employee Self Service > Payroll and Benefits > 1095-Cs.

 

Manage Taxable Entity Settings (AOMESSCS)

The screen adds the following checkbox:

Field

Description

Allow employees to download and email 1095-Cs in portrait format

Select this checkbox to allow employees to download and/or email their copies of Form 1095-C in portrait format from the 1095-Cs screen.

 

Print Data Dictionary Report (SYRDD)

The report provides information for the following new columns on the ESS_SETTINGS table that were added for this enhancement:

This enhancement requires the following:


State


2024 SUTA Wage Base

This Costpoint release adds tax table records effective January 1, 2024 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2024.

 

West Virginia

The unemployment-taxable wage base increased from $9,000 to $9,521.

 

This enhancement requires the following:


California Pay Data Reporting Updates

California Pay Data Reporting requirements were updated for the 2023 reporting year due May 8, 2024. Employers must now report whether employees worked remotely during the snapshot period. The new data to be reported includes:

For Labor Contractor Employee Reports, reporting “unknown” race/ethnicity or sex of a labor contractor employee is no longer permitted.

Attention: For more information, see: https://calcivilrights.ca.gov/wp-content/uploads/sites/32/2021/01/CA-Pay-Data-Reporting-User-Guide.pdf

 

Print EEO-1 Report (HAREEO1)

The Payroll Employee Report and the Labor Contractor Employee Report for California Pay Data now display the following:

A warning message will display in the California Pay Data Warning Report if employee in Labor Contractor Employee Report belong to one of the following Race/Ethnicity/Sex code.

 

Manage Employee Salary Information (LDMEHIS)

The Manage Employee Salary Information screen adds the following field on HR Information tab:

Field

Description

California Pay Data Reporting Remote Worker Status

From the drop-down list, select the employee’s remote worker status for California Pay Data Reporting purposes. Ensure that the information is true for the snapshot period you normally use for the California Pay Data Report.

  • Does not work remotely: A non-remote employee assigned to a California establishment during the snapshot period. This is the default value.

  • Remote employee located within California: A remote employee assigned to a California or non-California establishment whose state of residence is California during the snapshot period.

  • Remote employee located outside California: A remote employee assigned to a California establishment whose state of residence is not in California during the snapshot period.

This field will be used in the California Pay Data Report on the Print EEO-1 Report (HAREEO1) application.

Note: The California Pay Data Reporting Remote Worker Status field has been also added to the following screens:

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now provides information for the new CA_REMOTE_WORKER columns that have been added to the following database tables for this enhancement:

 

This enhancement requires the following:


Colorado PFML Wage Report Update

When Colorado Paid Family Leave Reporting was added, the state defined wages as SUTA eligible wages. Colorado later changed the wages definition to gross wages. This enhancement updates the Create Quarterly Family and Medical Leave File (LDPPFML) screen to support the Colorado’s latest requirements.

Note: For more information, refer to https://content.govdelivery.com/accounts/CODLE/bulletins/3705eb4

 

Create Quarterly Family and Medical Leave File

The calculations for Colorado FAMLI subject wages were updated to use gross wages. The report and application logic will now use total gross wages, instead of total SUTA subject wages, in the TotalWagesThisPeriod column.

Warning: You must update your existing FAMLI deduction setup, whether you created a local tax or a deduction for this purpose.

 

This enhancement requires the following:


District of Columbia Implementation of DCETS Wage File Format (SUTA File) Changed to Payroll Year 2025

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 for 2024 reporting. The new DCETS Wage File Format will be automatically applied in Costpoint for payroll year 2025.

This enhancement requires the following:


Guam 2024 Tax Table Updates

The tax tables of Guam were updated based on 2024 federal tax tables.

To support the state requirements, Costpoint adds updated records to the following screens:

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

This enhancement requires the following:



Iowa 2024 Tax Table Updates

The State of Iowa revised the IA W-4 (Employee Withholding Allowance Certificate) for 2024. The revised form requires employees to enter a dollar allowance amount, rather than the number of allowances. The withholding formula has also been updated to base the standard deduction on the allowance amount claimed by the employee in the revised IA W-4 instead of the number of allowances.

To calculate Iowa’s state withholding taxes correctly, MR 8.2.9 introduces changes to Costpoint’s Compute Payroll process. Before running the Compute Payroll process, employers should instruct Iowa employees to update the Credit Amount on the State Withholding screen in Employee Self Service or instruct employees to file a paper IA W-4 so the Manage Employee Taxes screen can be manually updated with the new information.

Effective January 1, 2024, Iowa updated their withholding formula with the following:

 

Manage State Standard Deductions (PRMSSD)

Field

Description

Credit Amount

If the state allows a credit amount (reduction in the tax), enter credit amount basis for the standard deduction.

For example, Iowa bases the standard deduction amount on the allowance amount (Credit Amount) claimed by the employee on the IA W-4. As of January 1, 2024, if the employee’s Credit Amount is less than $80, the standard deduction will be $14,600; otherwise, it will be $29,200.

 

Compute Payroll (PRPCPR)

The application was updated based on the new Iowa withholding formula. When you compute payroll for an Iowa employee, the process will now:

 

Manage Payroll Records (PRMPTF)

The application was updated based on the new Iowa withholding formula. When you recalculate a record for an employee with Iowa withholding, the process will now:

The following field was added to the State Taxes subtask:

Field

Description

Credit Amount

This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.

 

Manage Employee Earnings History (PRMERF)

The following field was added to the State Taxes subtask:

Field

Description

Credit Amount

This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.

 

View Payroll Edit Table (PRQPTF)

The following field was added to the State Taxes subtask:

Field

Description

Credit Amount

This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.

 

Post Payroll Journal (PRPPPCLS)

The application now includes the employee’s state credit amount when you run the Post Payroll process.

 

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

The dynamic tables used by the application were updated.

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

The dynamic tables used by the application were updated.

 

Recompute Taxable Wages (PRPRCOMP)

If you select the State checkbox in the Apply Employee’s Current Taxability group box, the application includes the employee’s state credit amount when recomputing state taxable wages.

 

Void/Replace Posted Paychecks (PRPAVCK)

When you run the Void/Replace Posted Paychecks process, the application populates the employee’s state credit amount on the Manage Payroll Records screen for void and replacement checks (V and W records).

 

Tax Table Updates

To support the state requirements, this release adds 01/01/2024 Iowa records with 2024 values on the following screens:

 

Filing Status Updates

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 was updated as follows:

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.

 

This enhancement requires the following: 


Maine SUTA Electronic Filing

Costpoint adds the ability to create quarterly state unemployment tax files for the Maine Department of Labor’s ReEmployME system. Electronic filing is an option provided by the state, but it is currently not required.

Attention: For more information, see: ReEmployME File Formatting Specifications for Electronic Transmittal of Quarterly Unemployment Contributions and Wage Reporting

 

Manage SUTA Tax File Data (PRMSMM)

You can now enter ME (Maine) in the SUTA State field. The screen enables the following fields:

 

Create Quarterly SUTA Tax File (PRPSMM)

You can now generate quarterly state unemployment tax files for Maine. The application will use Maine quarterly SUTA file layout for the file creation process.

The labels of the following fields were updated to accommodate the Unemployment Program Administrative Fund (UPAF) Assessment Rate and Competitive Skills Scholarship Fund (CSSF) Assessment Rate.

Field

Description

Surcharge / SCUF / UPAF Rate

Enter the unemployment insurance (UI) surcharge rate, the Service Capacity Upgrade Fund (SCUF) rate, or the Unemployment Program Administrative Fund (UPAF) Assessment Rate for the year being reported. This value will be reported in Record T in the electronic file.

This field is applicable if you are creating a file for KY (Kentucky) or ME (Maine).

EAF / Rate

Enter the Employment Administration Fund (EAF) Tax Rate or Competitive Skills Scholarship Fund (CSSF) Assessment Rate to be reported in Record T in the electronic file.

This field is applicable if you are creating a file for MT (Montana), WA (Washington) or ME (Maine).

 

This enhancement requires the following:


New Jersey ACA 1095-C Electronic Filing and Printed 1095-C

New Jersey updated their 1095-C reporting requirements to require all employers (non-self-insured and self-insured) to report 1095-C Part 3 for their New Jersey employees. Previously, only self-insured employers had to report that information.

This release updates Costpoint applications to comply with New Jersey’s latest 1095-C requirements.

 

Create 1094-C and 1095-C Data (HBP109XC)

The Create 1094-C and 1095-C Data screen provides the following updates:

 

Create 1094-C and 1095-C Electronic File (HBP1094C)

The Create 1094-C and 1095-C Electronic File screen provides the following updates:

 

Manage 1095-C Data (HBM1095C)

The Manage 1095-C Data screen provides the following updates:

Field

Description

Exclude from Part III in Federal Filing

This checkbox indicates if the Part III data will be excluded in the federal filing. A Part III record is created for New Jersey employees with a non-self-insured employer plan. This data is reported to New Jersey but should not be included in the federal filing.

 

Print 1095-Cs (HBR1095C)

The Print 1095-Cs screen fully supports printing reports for New Jersey employees with non-self-insured employers.

 

Print Data Dictionary Report (SYRDD)

The report now provides information for the new FED_EXCLUDE_PART3_FL field in the HB_1095C_COVERED table.

Attention: For more information, see: https://www.nj.gov/treasury/njhealthinsurancemandate/employers.shtml.

This enhancement requires the following:


New Jersey Form NJ-927 Quarterly Reporting Update

To support New Jersey’s latest NJ-927 quarterly reporting requirements, the following were added to the Print Local Withholding Report (PRRLCWH):

Note: This Costpoint update removes the following from the Query options:

This enhancement requires the following:


Vermont Child Care Contribution Payroll Tax

Vermont created a new payroll tax called the Child Care Contribution to fund its Child Care Financial Assistance Program under a bill that will partially go into effect on July 1, 2024.

The bill holds employers responsible for the full amount of any unpaid contributions.

To support the state requirements, Costpoint now provides the abilty to set up, withhold, and report Vermont’s Child Care Contribution payroll tax.

Attention: For more information, see: https://legislature.vermont.gov/Documents/2024/Docs/ACTS/ACT076/ACT076%20As%20Enacted.pdf

 

Manage Local Taxes (PRMLTI)

You can now select Child Care Contribution Tax option from the Tax Type drop-down list when you set up the new payroll tax for Vermont.

New validations were added for the W-2 reporting setup of Vermont Child Care Contribution payroll tax.

 

Set Up the Employee-Paid Vermont Child Care Contribution Payroll Tax

Use the following steps to create an employee-paid local tax record for Vermont's Child Care Contribution Payroll Tax.

To set up the employee-paid local tax for Vermont:

  1. On the Manage Local Taxes screen, enter a local tax code to represent the employee-paid Child Care Contribution Payroll Tax and set other local values as needed.

Field

Description

Locality

Enter a local tax code that represents the employee-paid Child Care Contribution Payroll Tax.

State

Enter VT.

Tax Paid By

Select Employee.

Tax Type

Select Child Care Contribution Tax.

Note: If this option is not yet available, you may select Other Income Tax temporarily and then replace it with Child Care Contribution Tax (once available).

W-2 Box 14 Usage

Select which line number to print Child Care Contribution withheld.

Box 14 Description

Enter CCC.

Local Tax Details

  • Effective Date: 07/01/2024

  • Tax Based On: Gross Pay

  1. On the Manage Local Tax Tables screen, add a record for the employee-paid Child Care Contribution Payroll Tax local tax code and enter the corresponding field values for each filing status.

Field

Description

Effective Date

Enter 07/01/2024.

For Taxable Income Over

Enter 0.00.

Base Tax Plus

Enter 0.00.

Percent of Excess

Enter 0.11%.

Note: An employer may choose to withhold up to one-quarter of the Child Care Contribution from an employee's wages. The total CCC payroll tax on wages is 0.44% (or 0.0044), which means that the maximum an employer may elect to withhold from an employee is 0.11% (or 0.0011) of the employee's wages.

  1. On the Manage Local Standard Deductions screen, add a record for the employee-paid Child Care Contribution Payroll Tax local tax code for 07/01/2024 and set all values to 0.00.

  2. On the Manage Employee Taxes screen, assign the employee-paid local tax code to applicable employees.

 

Set Up Employer-Paid Vermont Child Care Contribution Payroll Tax

Use the following steps to create an employer-paid local tax record for Vermont's Child Care Contribution Payroll Tax.

To set up the employer-paid local tax for Vermont:

  1. On the Manage Local Taxes screen, enter a local tax code to represent the employee-paid Child Care Contribution Payroll Tax and set other local values as needed.

Field

Description

Locality

Enter a local tax code that represents the employee-paid Child Care Contribution Payroll Tax.

State

Enter VT.

Tax Paid By

Select Employer.

Tax Type

Select Child Care Contribution Tax.

Note: If this option is not yet available, you may select Other Income Tax temporarily and then replace it with Child Care Contribution Tax (once available).

W-2 Box 14 Usage

Not Applicable. Only the employee-paid amount is reported on the W-2 form. The employer should report the portion of CCC withheld from the employee for the tax year on Box 14 of the employee's W-2.

Box 14 Description

Blank

Local Tax Details

  • Effective Date: 07/01/2024

  • Tax Based On: Gross Pay

  1. On the Manage Local Tax Tables screen, add a record for the employer-paid Child Care Contribution Payroll Tax local tax code and enter the corresponding field values for each filing status.

Field

Description

Effective Date

Enter 07/01/2024.

For Taxable Income Over

Enter 0.00.

Base Tax Plus

Enter 0.00.

Percent of Excess

Enter 0.33%.

Note: Employers are responsible for at least three-quarters of the tax but can choose to pay more.

  1. On the Manage Local Standard Deductions screen, add a record for the employer-paid Child Care Contribution Payroll Tax local tax code for 07/01/2024 and set all values to 0.00.

  2. On the Manage Employee Taxes screen, assign the employer-paid local tax code to applicable employees.

 

This enhancement requires the following:


Virgin Islands 2024 Tax Table Updates

The tax tables of Virgin Islands were updated based on 2024 federal tax tables.

To support the state requirements, Costpoint adds updated records to the following screens:

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

This enhancement requires the following:


Virginia 2024 Tax Table Update

Virginia updated its formula for computing tax to be withheld effective for wages paid after april 1, 2024, for taxable year 2024 and after filers. The standard deduction increased from $8,000 to $8,500.

Attention: For more information, refer to https://www.tax.virginia.gov/sites/default/files/vatax-pdf/employer-withholding-tables.pdf.

This enhancement requires the following:



Washington 2024 Q1 SUTA Electronic Filing

The ICESA Washington Bulk Format Specification S Record layout was updated with a new field in positions 221-275 to report the employee’s job title. To support the latest change to the state’s file format, the Create Quarterly SUTA Tax File screen and Export Payroll Taxes screen have been updated.

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now populates positions 221-275 of Washington’s S Record with the employee’s detail job title description.

 

Export Payroll Taxes (PRPEXTAX)

The tax file has been updated as follows:

Attention: For more information, see: https://media.esd.wa.gov/esdwa/Default/ESDWAGOV/employer-Taxes/ICESA-bulk-filing-specs.pdf.

This enhancment requires the following:


Enhancements


General

LGBTQ+ Business Classification and Vendor-Subcontractor Integration (Opt-in Available)

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.

Costpoint now has the feature to recognize LGBTQ+ owned businesses. The LGBTQ+ Owned business classification is now available for vendors in Accounting and Materials, as well as for subcontractors in CRM & Contracts. 

This feature allows you to identify and select vendors or subcontractors that meet the following criteria:

In addition to the new business classification, the Manage Vendors and Manage Subcontracts screen are now integrated to allow you to update subcontractor information using information from the Manage Vendors screen.

The enhancements applied to the affected domains are discussed in the following sections.

Note: The release notes and Online Help updates for this feature are partially complete. The final version will be available on or before July 1, 2024.

 

Accounting

Manage Vendors (APMVEND)

The LGBTQ+ Owned checkbox has been added to the Vendor Classification subtask. Select this checkbox to indicate if the vendor is an LGBTQ+ owned business.

 

Import Vendors (AOPUTLVU)

When you import a vendor, Costpoint can now process vendors that are LGBTQ+ owned businesses through the addition of the LGBTQ+ Owned column to the input file and database table.

 

Seq. No.

Column Name

Costpoint Table

Type

Length

Required or Optional

Format

55

LGBTQ+ Owned

CL_LGBTQ_FL

Character

1

Optional

Y or N

 

Print Vendor Information Report (APRVINFO)

When you print a Vendor Information Summary report, the LGBTQ+ Owned classification displays in the Classification field for vendors that have the LGBTQ+ Owned checkbox selected in Manage Vendors.

 

CRM & Contracts

Manage Subcontracts (CTMSBCNTR)

The following have been added to the Business Classification Requirements group box of the Subcontract Info tab: 

Update is only one way. Changing the data in the Business Classification Requirements group box and NAICS (primary) field in Manage Subcontracts will not affect information saved in Manage Vendors. 

On the header section of the Manage Subcontracts screen, the Subcontractor/Vendor ID field has also been updated. When you enter a value in this field for a new record or if the subcontract record is already saved and you changed the subcontractor/vendor ID, Costpoint displays a message asking if you want to update the data in the Business Classification Requirements group box and NAICS (primary) field with information from the Manage Vendors screen. You can click Yes to proceed or Cancel to go back to the screen. If the Allow Prospective Vendors to be assigned as Subcontractor/Vendor ID checkbox is selected on the Configure Contract Management Settings screen, Costpoint also informs you that selecting a prospective vendor and proceeding with the process will clear the Business Classification Requirements group box and NAICS (primary) field.

Attention: The ability to assign prospective vendors to subcontractors is also added in Costpoint 8.2.12. See the Allowing Prospective Vendors in Subcontracts section of these Release Notes for more information. 

For more details on these new and updated fields, refer to the Costpoint Online Help for this screen:

Note: Online Help for this feature is partially complete. The final version will be available on or before July 1, 2024.

 

Manage Contract Management Vendor Info (CTMVEND)

The LGBTQ+ Owned checkbox added to the General tab of this screen lets you indicate if the prospective vendor is classified as LGBTQ+ owned.

 

Approve Prospective Vendors (CTMVENDA)

Once the prospective vendor becomes an active vendor, this application captures the value of the new LGBTQ+ Owned checkbox in Manage Contract Management Vendor Info and store it in the new CL_LGBTQ_FL column in the VEND database table.

 

Materials

The LGBTQ+ Owned business/vendor classification has been added to multiple screens in Procurement Planning and Purchasing that display and process vendor information. 

It has also been added to the Lookup and Query of fields that display vendor information.

 

Manage Purchase Orders (POMMAIN) and Create Blanket Purchase Order Releases (POMRELS)

These applications have a new LGBTQ+ vendor classification that displays the value from the Manage Vendors screen. For previously saved PO line, the vendor classification remains the same unless the vendor is changed on the PO header. For new PO lines, the current vendor classification is displayed, the same is true when creating release orders.

 

Create Purchase Order Change Orders (POMCHNG)

The application now copies the new vendor classification information from the PO line to the corresponding column on the screen when you create a new change order.

 

Archive Purchase Orders (POPARCH)

The application now archives the new vendor classification information from the PO line to the corresponding column on the screen when you create a new archive record.

 

View Purchase Order Status (POQSTAT)

The application has a new LGBTQ+ vendor classification that displays the value from the Manage Vendors screen.

Print Purchase Order Activity Report (PPPGPO)

The application now loads and saves the new vendor classification, LGBTQ+ to the corresponding columns when:

 

Print Purchase Orders Activity Report (PORACTV)

The application now prints the new vendor classification on the report. In addition, the application uses the vendor classification values from the PO line instead of from the vendor when calculating summary amount totals.

 

Import Purchase Orders (AOPUTLPO)

The application now loads and saves the new vendor classification, LGBTQ+ to the corresponding columns when:

In addition, for change orders, the application copies the new vendor classification information from the PO line to the corresponding columns when a change order is created.


Manual Invoice Number Editing For Subcontractor Invoices (Opt-in Available)

Costpoint now allows you to manually edit invoice numbers for subcontractor invoices. This functionality applies to unapproved invoices that are created against subcontract agreement purchase orders. With this feature, you can easily modify a system-generated invoice number and replace it with the subcontractor’s actual invoice number, streamlining the process of tracking and managing invoices, vouchers, and payments.

Note:

This feature runs across the Accounting, Projects, and Materials domains. 

When you enter or process an unapproved subcontractor invoice, the Invoice Number field is now editable on the following screens:

Note: The functionality is temporarily limited to invoices that are not entered in Materials » Supplier Portal » Manage Invoices. If an invoice was created in Manage Invoices, the Invoice Number field for that invoice will not be editable in Manage Subcontractor Invoices and Manage Purchase Order vouchers. The full functionality will be available in a future Costpoint release.

Likewise, when you update an invoice number, the change will be reflected on all screens that display invoice information. 

The new invoice number also propagates to vouchers associated with that invoice. Whether you are entering new vouchers or managing existing ones, the system will reflect the updated invoice number.

Additionally, when processing checks related to these vouchers, the revised invoice number will be accurately recorded.

The new functionality also extends to relevant reports. Whether it is an invoice, voucher, or payment-related report, you will be able to view the updated invoice number.


Accounting

Supplier Portal Invoice Status and Payment Information (Opt-in Available)

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.

This feature allows you to see the invoices you submitted, see the status of these invoices, and be able to communicate on them. In addition, this feature allows you to lookup an invoice in Manage Invoices and see the EFT info, Payments, Invoice Status, and purchase order (PO) balances so you can track payments of the paying company.


Note: The release notes and Online Help updates for this feature are complete but still under review. The final version will be available on or before July 1, 2024.

 

Manage Purchase Order Vouchers (POMPOVCH)

When processing PO vouchers, payers can now communicate with suppliers using the newly added Notes fields in the Internal Approval and Supplier Approval group boxes of the Invoice Approvals tab. 

Payers can enter messages or comments in the Notes field of the Internal Approval group box which is enabled only if both the payer and the supplier have approved the voucher or invoice.

Conversely, the Notes field in the Supplier Approval group box displays messages or comments entered by the supplier in Supplier Portal.

In addition, an Invoice Approval History subtask is added to the screen to display a history of approval action changes made to the invoice. This subtask displays the following information:

Field

Description

Modified Date/Time

This field displays the date and time when the status or notes were last updated by the payer or supplier.

Modified By

This field displays the ID of the user who applied changes.

Approval Action

This field displays the action associated with the supplier or payer making changes to the approval action or adding approval notes.

Valid values include:

  • Created by Supplier

  • Approved by Supplier

  • Modified by Supplier

  • Deleted by Supplier

  • Notes by Supplier

  • Created by Payer

  • Approved by Payer

  • Modified by Payer

  • Deleted by Payer

  • Notes by Payer

Notes

This field displays notes entered regarding the approval.

 

Post Vouchers (APPPOSTV)

When you post vouchers, this screen now includes action notes in the posted records and enters action notes from the VCHR_HDR_ACTION table to the VCHR_HDR_ACTION_HS table.

 

Reverse Posted Vouchers (APPREVVR)

When you reverse posted vouchers, this screen also restores action notes entered in the VCHR_HDR_ACTION_HS table to the VCHR_HDR_ACTION table.

 

View Voucher History Inquiry (APQVCHRH)

The Voucher History Table window now has the Supplier Poral Notes field which payers can use to communicate with suppliers. This field allows payers to enter any message or comment relating to a voucher. It is enabled only if the Voucher Type is PO, the voucher has been approved, and the vendor is licensed for Supplier Portal.

Two subtasks have also been added to this screen: Invoice Approval History and Payments. These subtasks display information for PO vouchers only.

Similar to the functionality in Manage Purchase Order Vouchers, you can use the Invoice Approval History subtask to view the history of approval action changes made to a voucher, while the Payment subtask displays payment details tied to a voucher. It has the following fields:

Field

Description

Joint Payee

This field displays a joint check payee for checks that were printed outside Costpoint.

Payment Method

This field displays the vendor payment method. Values include Check, EFT, or EFT Non-US.

Separate Check

This checkbox indicates if each voucher for this vendor must be paid using a separate check. If the Pay Vendor ID on the voucher is different from the Vendor ID and cannot be changed, this checkbox is selected.

Check No

This field displays the identification number of the check used for payment.

Check Status

This field displays the status of the check.

Check Date

This field displays the check date.

Check Amount

This field displays the payment amount on the check.

EFT Pmt Type

This field displays the EFT file format for all payments for this vendor address. This information is for non-US EFT only.

The EFT payment type displays only if you are using a custom version of the Create EFT File screen that uses EFT payment types.

EFT Bank ID

This field displays the US or non-US bank ID to which an EFT payment was sent.

EFT Bank Account

This field displays the US or non-US bank account number used for EFT.

EFT Amount

This displays the amount of the EFT transaction.

 

Materials Domain Enhancements

Multiple enhancements were also applied to the Materials domain to support this feature. For more information, view the same Supplier Portal Invoice Status and Payment Information topic in the Materials section of these release notes.


CRM & Contracts

Allowing Prospective Vendors in Subcontracts (Opt-In Available)

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.

Note: Release notes for this feature are complete but still under review. The final version will be available on or before July 1, 2024. 

With the latest update to Costpoint, you can now assign prospective vendors directly to subcontract records. Even at the opportunity stage, you can align resources that are not yet active vendors for an upcoming award. This enhancement also simplifies your workflow, making it unnecessary for you to revisit the subcontract record to link the prospective vendor to the subcontract once it becomes an active vendor.

 

Configure Contract Management Settings (CTMSETNG)

Select the new Allow Prospective Vendors to be assigned as Subcontractor/Vendor ID checkbox on this screen to enable users to assign prospective vendors to subcontract records. When you clear this checkbox after a prospective vendor is assigned to a subcontract, that vendor will remain linked to the subcontract. 


Manage Subcontracts (CTMSBCNTR)

When the Allow Prospective Vendors to be assigned as Subcontractor/Vendor ID checkbox is selected on the Configure Contract Management Settings screen, you can now enter prospective vendors in the Subcontractor/Vendor ID field on the Manage Subcontracts screen. The lookup of this field is also updated to display both active and prospective vendors.

Previously under the General tab, the Subcontractor/Vendor ID field now displays at the header section of Manage Subcontracts. The unlabeled field to its right, which displays the subcontractor/vendor name as a hyperlink, has also been moved to the header.

When you assign a prospective vendor to a subcontract and save the record, and you then clear the Allow Prospective Vendors to be assigned as Subcontractor/Vendor ID checkbox, the prospective vendor will remain associated with the subcontract. Note, however, that you can no longer assign a prospective vendor to any other subcontract records. You have to go to Configure Contract Management Settings and select the checkbox again to reinstate the functionality. 

The new field, Vendor Record Status, added to the header lets you know if the linked subcontractor/vendor ID is a Vendor or a Prospective Vendor. It displays in red if the subcontractor is a prospective vendor.

When you link a prospective vendor to a subcontract, you will not be able to enter a Contract ID on the General tab. When you try to enter a contract ID and save the record, Costpoint displays an error message. The Contract ID field can be filled in only for active vendors, linking the vendor associated with the contract to the subcontract record as well. 


Manage Opportunities (CTMOPP)

A new field, Vendor Record Status, is now available on the Subcontracts subtask of this screen. It displays the status of the subcontractor/vendor ID linked to the subcontract record that is associated with the opportunity. Valid values are Vendor and Prospective Vendor, with the latter displaying in red. 

In Form view, fields on this subtask have also been rearranged so that the Vendor Record Status field is adjacent to the Subcontractor/Vendor ID and Subcontractor/Vendor Name fields.


View Subcontract Inquiry (CTQSUBC)

The Subcontractor/Vendor ID field lookup on the header of this screen has been updated to display both active and prospective vendors, allowing you to run the report also for prospective vendors.

In the Subcontract Inquiry Details group box, the Vendor Record Status field has been added to indicate whether the subcontractor/vendor ID linked to the subcontract record is an active vendor or a prospective vendor. It displays in red when the subcontractor is a prospective vendor.

Other changes to this screen include the following:


Downloading and Importing Updated FAR/DFARS Clauses and Provisions

The latest lists of Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS) clauses and provisions are now available for download on the Deltek Costpoint Document Resources page. These updated lists were released by Acquisition.GOV in February 2024 (for FAR) and March 2024 (for DFARS). You can import these files into Costpoint to apply up-to-date clauses/provisions to your contracts and subcontracts.

 

Downloading FAR/DFARS Files

You can download the latest FAR/DFARS lists from Deltek Support Center. Click the following link to go directly to the Deltek Costpoint Document Resources page:

https://deltek.custhelp.com/app/CPDocRes

On this screen, click the DFARS Download or FAR Download button to download a comma-separated values (CSV) file containing the most recent list of FAR/DFARS clauses and provisions. The downloaded .csv file is already formatted as an input file that you can import into Costpoint using the Manage FAR Library and Manage Supplemental Regulations Library applications. 

Note: The input files are designed so that you can readily import them into Costpoint. You can, however, still rename the files or change the content if necessary. 

Below each button is a Last Updated On date indicating when the file was last updated (formatted as mm/dd/yyyy).

If you need assistance in uploading the documents, click the Importing Deltek Costpoint FAR/DFARS button. This brings up a page with information on importing FAR/DFARS clauses and provisions into Costpoint.

 

Importing FAR/DFARS Files into Costpoint

See the following topic for a step-by-step procedure on importing FAR/DFARS files into Costpoint:

Importing FAR/DFARS Files into Costpoint

 

FAR Clause Description Updates

If you have used the Costpoint-provided FAR/DFARS import file with an Added Date of 12/31/23 or earlier, Deltek recommends that you verify the accuracy of the FAR/DFARS descriptions for the clause numbers/IDs listed in the table below, each with their respective effective date. 

There was an issue with the file generation, and since these fields can be edited in Costpoint, the correction will not be automatically applied to avoid overriding client changes. KB article 116113 includes a file with the correct ID description corresponding to the listed effective date. This will allow you to verify your Manage FAR Library and Manage Supplemental Regulations Library records to ensure that these descriptions are correct. If you have previously incorporated these clauses into your Manage Contracts or Manage Subcontracts records, you may need to also update those records.

You can query for provisions/clauses across multiple contract or subcontract records. To do this, complete the following steps:

  1. Open the FAR Clauses/Provisions or Supplemental Regulations subtask on the Manage Contracts or Manage Subcontract screen.

  2. Click the Query button on the header (not on the subtask), and then click the Query tab.

  3. In the Query Condition group box, select FAR Number (FAR Clauses/Provisions) or Clause Number (Supplemental Regulations) from the drop-down list, and then add the clause number that you want to search.

  4. Click the + button to add your query criteria, and then click Query.

The query results will return all contract or subcontract records that have been assigned this clause number.

 

Clause Number/ID

Effective Date

Title

52.227-14

5/1/2014

Rights in Data-General.

52.217-9

3/1/2000

Option to Extend the Term of the Contract.

52.209-4

9/1/1989

First Article Approval-Government Testing.

252.225-7053

8/1/2021

Representation Regarding Prohibition on Use of Certain Energy Sourced from Inside the Russian Federation.

252.225-7054

1/1/2023

Prohibition on Use of Certain Energy Sourced from Inside the Russian Federation.

252.211-7008

9/1/2010

Use of Government-Assigned Serial Numbers

252.211-7003

1/1/2023

Item Unique Identification and Valuation.

252.204-7023

7/1/2021

Reporting Requirements for Contracted Services.


Subcontract and Contract Modification Totals (Opt-In Available)

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.

Note: Release notes for this feature are complete but still under review. The final version will be available on or before July 1, 2024.

Costpoint has added a totals row to the Modifications tab within the Manage Contracts and Manage Subcontracts screens. This enhancement allows you to easily view aggregate values across all modifications for any given contract or subcontract record, eliminating the need for manual calculations. This feature can be particularly useful for those handling multiple projects and funding amounts. 

The new Contract Totals line displays in yellow at the top of the Modifications tab in both applications. It includes total values for the following columns:


Framework

Framework

My Applications Header Removed from My Menu

In the Left Navigation menu, you no longer need to click the My Applications header under My Menu to view applications that do not belong to any group. Applications now display directly under My Menu.

Limited Time to Cancel Posting Processes

When a posting process is running, such as Post Bills, the option to cancel it in the progress meter is available only for a limited time. After this time, Cancel is disabled, and you can no longer interrupt the process. This update does not affect the Manage Job Queues and View Action Status applications, which you can cancel at any time during the process.

MS Teams Integration

We are excited to announce that Costpoint can now be seamlessly integrated with MS Teams, providing a range of value-added benefits:

Below are some additional details about the Costpoint Bot for MS Teams:

Notifications: With the integration of MS Teams, a new notification option is now available. You can use MS Teams to receive various notifications, just as you would through email, device notifications, and SMS. You can combine it with other notification methods in the Configure System Settings and Configure User Preferences screens, using default and override options for specific message categories. This means you can customize the types of notifications you receive via MS Teams, ensuring that you only get the information that is relevant to you.

Interactive Cards: The same interactive email cards available in version 8.2 for approval workflows and entering and signing timesheets are now supported in MS Teams.

Additionally, with integration with Costpoint Assistant, you can access these cards directly from Teams. Below are a few examples of commands that you can use to interact directly with Costpoint (The AI can understand different ways of phrasing these commands.):

AI Capabilities: The Costpoint MS Teams Bot seamlessly integrates with the Costpoint Assistant, powered by Deltek Dela - a suite of advanced AI technologies within Deltek's software solutions. This powerful tool acts as a digital assistant, allowing you to ask questions in MS Teams and receive the same responses as you would from the Costpoint Assistant. This functionality extends to inquiries about projects, people, parts, vouchers, and more - essentially, any questions that would work with the Digital Assistant inside the Costpoint UI will also work with the Costpoint MS Team Bot.

However, if you only want to use MS Teams for notifications and not for AI assistant interactions with Costpoint, you can disable the AI for MS Teams integration. To turn off AI interactions while still receiving MS Teams notifications, go to Admin » Configure System Settings » Corporate Settings » Costpoint AI tab and select Disable AI for MS Team Integration.

Configuration: Detailed setup information is available in the Deltek Costpoint Configuration Utility Guide. A portion of the setup involves using the new Microsoft Teams Bot Connection Information subtask on the Manage System Integration Accounts screen.

After configuration, you can add the Costpoint app in MS Teams. To use MS Teams, you must have an email address assigned to your account in Manage Users. If you share the same email address with other users, MS Teams will prompt you to specify which user is using the MS Teams bot to establish a temporary link. Costpoint uses the SSO process to authenticate a user in Costpoint based on their identity in MS Teams as established by Microsoft.

Costpoint Assistant Updates

The Costpoint Assistant is updated with the following enhancements:

Welcome Screen Update

The Recent Activity section now displays application names without their IDs for a cleaner look.


Materials

Automatic Purchase Order (PO) Reservation Creation (Opt-In Feature Available)

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint

8.2.12 release. The ability to opt-in is temporary and will be removed when the

feature becomes automatically enabled for all users as part of the release. For more

information, see the Opt-In Features section of these release notes.

 


This feature provides a new setting so that you have an option to automatically create a reservation components on a request for quote (RQ)/purchase order (PO) line when creating a requisition or purchase order.

 

Note: The release notes and Online Help updates for this feature are partially complete. The final version will be available on or before July 1, 2024.

 

Configure Purchasing Settings (POMSET)

Users can now create requisition/purchase order reservations when the Allow Auto-creation of Reservations checkbox is selected. This checkbox sets the same value as selected/cleared in  Configure Purchase Requisition Settings.


Manage Purchase Requisitions (PPMNTRQ1)

Users can now create requisition/purchase order reservations by enabling reserve components by selecting the Reserve Components checkbox. A new subtask, Components, is added to the screen to display components information for the requisition/purchase order.

The same changes apply to the following:


Approve Purchase Requisitions (PPMRQAPX)

A new subtask, Components, is added to the screen to display components information for the requisition/purchase order and view which components will be reserved. Once the user approves a requisition, the reservation is created and the following informational message displays: “A reservation has been linked to this requisition.”

The same change applies to Approve Purchase Requisition Line (PPMRQAPL).

 

Create Purchase Orders (PPPGPO)

The application now copies the requisition line components to the purchase order line component when you create a purchase order.

 

Manage Purchase Orders (POMMAIN)

Users can now create requisition/purchase order reservations by enabling reserve components by selecting the Reserve Components checkbox. A new subtask, Components, is added to the screen to display components information for the requisition/purchase order.

The Print PO Reservation Pick List option has been added to the screen to allow you to print/add it to the report.

 

Print Purchase Orders (PORPPO)

Use the new Print PO Reservation Parts checkbox to include the list of parts to be supplied by the vendor.


Manage Purchase Order Receipts (RCMPORC)

A new subtask, PO Reservations subtask, has been added to the screen to display reservation lines linked to the PO and PO line.

 

View Purchase Order Status(POQSTAT)

This new subtask has been added to the screen under Purchase Order Lines:

PO Reservations subtask: Use this subtask to display reservation lines linked to the PO and PO line.

 

Set Up Company (SYCOMP)

The application now copies the new settings when you create a new company from an existing company.

 

 


Eliminate Duplicate App IDs and Correct Add-On Codes

Eliminate Duplicate App IDs and Correct Add On Codes

 

The following Materials applications exist in multiple modules and have been assigned new application IDs to assist with permission setup and eliminate unlicensed modules from appearing in the Menu:

 

 

Security setup should be reviewed to implement the new application IDs if specific user rights are in place for these applications.

Condition

Module

App ID

App Name

Existing

Product Definition

PDQINQ

View Items

New

Engineering Change Notices

ECQINQ

View Items

New

Inventory

INQINQ

View Items

New

Material Requirements Planning

MRQINQ

View Items

New

Master Production Scheduling

MSQINQ

View Items

New

Purchasing

POQINQ

View Items

New

Procurement Planning

PPQINQ

View Items

Existing

Material Requirements Planning

MRPLLC

Update Low-Level Codes

New

Bills of Material

BMPLLC

Update Low-Levels Codes

Existing

Procurement Planning

PPQVNDP

View Vendor Performance

New

Purchasing

POQVNDP

View Vendor Performance

New

Materials Estimating

MEQVNDP

View Vendor Performance

Existing

Procurement Planning

PPQVQT

View Vendor Quotes

New

Purchasing

POQVQT

View Vendor Quotes

New

Materials Estimating

MEQVQT

View Vendor Quotes

Existing

Product Definition

PDMPRPTT

Manage Provisional Part Types

New

Materials Estimating

MEMPRPTT

Manage Provisional Part Types

Existing

Product Definition

PDMPRPT

Manage Provisional Parts

New

Materials Estimating

MEMPRPT

Manage Provisional Parts


Streamlined Applications in Materials/Accounting

Note: This feature applies to Costpoint Essentials only.

Several applications in the Materials and Accounting domains have been updated to provide you a streamlined display of the screens and improve ease of access. 


Supplier Portal Invoice Status and Payment Information (Opt-In Feature Available)

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.

 

This feature allows you to see the invoices you submitted, see the status of these invoices, and be able to communicate on them. In addition, this feature allows you to lookup an invoice in Manage Invoices and see the EFT info, Payments, Invoice Status, and purchase order (PO) balances so you can track payments of the paying company.


Note: The release notes and Online Help updates for this feature are partially complete. The final version will be available on or before July 1, 2024.

 

Supplier Portal Dashboard (SPDSP)


The application now has a new Approved Invoices Payment Status dashpart that is automatically populated with bars that indicate the payment status of invoices/vouchers. Click the bar hyperlink to go to the Manage Invoices screen and access the corresponding invoices.

The new dashpart shows all approved (approved by the payer/supplier) vouchers that are not yet paid (unpaid), have partial payment (partially paid) or fully paid (paid).

Use the hyperlink to go to the particular invoice(s)/voucher(s) on the Manage Invoices screen to take necessary action and/or to enter notes. 

“Display Paid Invoices from the Last No. of Days” is used to filter and compute the number of PO vouchers/invoices to be displayed under the “Paid” bar graph.

The information on each dash part will be based on purchase orders with a vendor ID that matches the vendor ID on the company that the user is logged into (current logic).

The dashpart only includes invoices for purchase orders with a buyer’s organization ID (PO_HDR.BUY_ORG_ID) for which the user is authorized, based on the organization security profile linked to the organization security group associated with the user ID (current logic).

Other changes include renaming of the Subcontract Invoices/Vouchers to Pending Invoices/Vouchers, and adding the number of days for the paid vouchers under the Global Settings.


Manage Invoices (SPMINVC)


The application now displays all invoices whether with pending for approval or approved by the payer and/or supplier, awaiting payment, with partial payment or invoices that have been fully paid.

Whenever you enter action notes and save them, the application stores it and an email notification is sent to the admin personnel’s email address in Configure Purchase Order Voucher Settings screen. The application also generates an email notification to the personnel if the PO header supplier portal email notification option is selected. 

 The payment status is added to the query category to allow you to filter the records by status.

Changes to the UI include new fields, Amount Paid and Payment Status, to display the amount paid on the voucher and the invoice payment status. An Add Payment subtask has been added as well to show check and EFT payments.

The Supplier Approval Notes is also now editable to allow the supplier to communicate with the Costpoint Accounts Payable personnel.


Manage Supplier Actions (SPMSPACT)


On the Header Details subtask, PO Total Amt Paid and PO Total Remaining Bal fields are added to display the total amount paid and the total remaining balance for the purchase order.

New subtasks, Invoices and Payments, are added as well to display the invoice details and the payment status related to the purchase order.

 

Accounting Domain Enhancements

Multiple enhancements were also applied to the Accounting domain to support this feature. For more information, view the same Supplier Portal Invoice Status and Payment Information topic in the Accounting section of these release notes.


People

Audit Tracking Updates for the View Employee Taxes Screen

Costpoint updates the ability to track records on the View Employee Taxes screen. This enhancement allows you to properly view the history of changes made to the data on this screen. The screen now indicates if the data was added, edited, or deleted.

The following fields were added in the Inquiry Details table of the View Employee Taxes screen:

Field

Description

Transaction Type

This field displays the transaction type for this row. The types are:

  • A: Add transaction

  • D: Delete transaction

  • U: Update transaction

Note: Subtasks on the View Employee Taxes screen will also include a Transaction Type field. On subtasks, this field may display the A, D, or U transaction types, and in addition, an N (No Change) transaction type.

Transaction Source

The transaction source field displays the application where the update to the audit record originated.

Modified By

This field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.

Date Modified

This non-editable field displays the date on which the modifications took place for this transaction.

You can use multiple Costpoint screens to update the records on the View Employee Taxes screen. These screens can now populate the appropriate audit tables with transaction source value and save all data to the audit table, not just the changed data. The updated screens include:

To support this feature, new columns were added to the following database tables:

This enhancement requires the following:


Planning

Project Workforce Updates in Planning

Note: Release notes for this feature are preview only. The final version will be available on or before July 1, 2024.

 

The Project Budgets/EACs application was updated to reflect and/or validate workforce start and end date information when hours are added for employees, vendors, or vendor employees.

This update is related to the Project WorkForce enhancement in the Projects domain. See the “Project Workforce Start and End Dates by Employee/Vendor/Vendor Employee (Opt-In Available)” description in these release notes for additional information.

This enhancement requires the following:


Projects

Project Workforce Start and End Dates by Employee/Vendor/Vendor Employee (Opt-In Available)

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.

Note: Release notes for this feature are complete but still under review. The final version will be available on or before July 1, 2024.

You can now add start and end dates by employee, vendor, and vendor employee in a project workforce in Costpoint. This allows you to limit an employee’s or vendor employee’s work time within the project. In addition, you will not need to remove employees from the workforce, and you will be able to perform a historical review of project workforce records.

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

Updated “Workforce” Label and New Columns

The “Work Force” label on field names in the following applications has been changed to “Workforce”. Starting Date and Ending Date columns have also been added to the table windows and printed report.

Effective Bill Date Validation

The Effective Bill Date or Effective Billing Date fields on the following Projects and Accounting applications must be between the starting and ending dates indicated in the project workforce:

Related Updates in Time & Expense, People, and Planning 

To support this enhancement, the common codes of several Costpoint Time & Expense, People, and Planning applications have been updated to validate the project workforce starting and ending dates. 

Mass Add Project Workforce

As part of this enhancement, a new application has been created to allow you to add employees, vendors, and/or vendor employees to multiple project workforces at the same time. To access this application, click Projects » Project Setup » Project Labor » Mass Add Project Workforce.

Mass Add Project Master Data

When you run this application, the Starting Date and Ending Date values from the Template Project are now copied to the Destination Project.

Import Project Master Data

When you import project workforce records, the Starting Date and Ending Date values are correctly populated in the corresponding applications. The dates are also included in the generated reports.

Manage Work Assignments

The project workforce starting and ending dates are validated against the work assignment start and end dates.


Software Issues Resolved


Accounting


Accounts Payable >> Import Accounts Payable Multicurrency Vouchers


Defect 1992104: 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.

Build Deployed In:
Dependent Files:

Accounts Payable >> Import Vendors


Defect 2075980: When you imported a vendor that has the LGBTQ+ Owned business flag set to Y in the input file, the LGBTQ+ Owned business classification did not display for that vendor on printed reports.

Build Deployed In:
Dependent Files:

Defect 2076601: When you imported a vendor with an invalid value in the LGBTQ+ Owned column of the input file, Costpoint did not display an error in the report.

Build Deployed In:
Dependent Files:

Accounts Payable >> Manage Purchase Order Vouchers


Defect 2075206: When you clicked Autoload Receipt Qty for a subcontractor agreement PO voucher and saved the record, all the Receipt Match Qty fields on the Receipts subtask were populated with the Receipt Match Qty value of the first receipt.

Build Deployed In:
Dependent Files:

Defect 2107303: You encountered an error when you entered a PO voucher with two or more vendor labor lines through the Web Interface Console.

Build Deployed In:
Dependent Files:

Accounts Payable >> Reverse Posted Vouchers


Defect 2089584: When you reversed a voucher, you encountered an error because Costpoint incorrectly inserted VCHR_HDR_TEXT_HS records into the VCHR_HDR_TEXT table.

Build Deployed In:
Dependent Files:

Accounts Receivable >> Manage Cash Receipts


Defect 2086540: When you entered a transfer account with a blank Bank Abbrev on the Manage Transfer Accounts screen, that account did not display in the Lookup of the following fields:

  • Cash Account field on the Invoice Information subtask

  • Account field on the Transfers subtask

Build Deployed In: cp82_armcr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2100983: You were able to enter a cash receipt against an unknown invoice even if the pay currency is different from the invoice bill currency.

Build Deployed In: cp82_armcr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Accounts Receivable >> Manage Customers


Defect 2081529: If you use Costpoint without a Multicurrency license, you encountered the message "All changes made in Multicurrency will be discarded" when you created a new record, cloned the newly created record, and clicked Save.

Build Deployed In:
Dependent Files:

General Ledger >> Configure General Ledger Settings


Defect 2097374: If you use Costpoint without a Multicurrency license, you encountered an error when you modified your general ledger settings and clicked Save.

Build Deployed In: cp82_glmsetng_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

General Ledger >> Create Revaluation Entry


Defect 2075238: This application has been modified to restore the Update Revaluation of Balance Sheet Accounts option in the drop-down list of the Default Action button.

Build Deployed In: cp82_glpbsrev_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

General Ledger >> Create/Delete Intercompany Receivables


Defect 2134257: You were unable to access this screen because Costpoint incorrectly required an Intercompany Work Order add-on license to grant access to the screen. This issue also affected the following screens:

  • Purge Intercompany Receivables

  • Post Intercompany Receivables

  • Print Intercompany Receivables

  • Print Intercompany Receivables Edit Report

Build Deployed In: cp82_glpinter_001.zip cp82_glppter_001.zip cp82_glrinter_001.zip cp82_glppintr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

General Ledger >> Post Journal Entries


Defect 2076877: When you queried a saved parameter and deleted the Fiscal Year, the value of the Description field was also deleted and remained blank even after you re-entered a valid fiscal year.

Build Deployed In:
Dependent Files:

Admin


Workflow >> Approval Workflow Models


Defect 2087151:  Larger workflow models did not fit in the Approval Flow Structure field.

Build Deployed In:
Dependent Files:

CRM & Contracts


Contract Management Controls >> Manage Subcontract Closeout Descriptions


Defect 2122005: For Costpoint Cloud users, the ability to opt-in for Feature 1046742 (Subcontract Closeout tab) has been removed from the Manage Opt-In Features screen. This enhancement is now automatically enabled for Costpoint 8.2.12 and later, and the following new applications/tab will also be accessible by default if you are licensed for CRM & Contracts: 

  • Manage Subcontract Closeout Descriptions (CTMSCOD)

  • Manage Subcontract Closeout Formats (CTMSCOFRM)

  • Subcontract Closeout tab in Manage Subcontracts (CTMSBCNTR)

Build Deployed In:
Dependent Files:

Contract Management Controls >> Manage Subcontract Closeout Formats


Defect 2122006: For Costpoint Cloud users, the ability to opt-in for Feature 1046742 (Subcontract Closeout tab) has been removed from the Manage Opt-In Features screen. This enhancement is now automatically enabled for Costpoint 8.2.12 and later, and the following new applications/tab will also be accessible by default if you are licensed for CRM & Contracts: 

  • Manage Subcontract Closeout Descriptions (CTMSCOD)

  • Manage Subcontract Closeout Formats (CTMSCOFRM)

  • Subcontract Closeout tab in Manage Subcontracts (CTMSBCNTR)

Build Deployed In:
Dependent Files:

Contracts >> Manage Contracts


Defect 2083741: The following message has been added to the generated Smart Summary prompt:

"Disclaimer: This Smart Summary is generated by an artificial intelligence tool using your Costpoint data exclusively. It is provided subject to the Costpoint Assistant Terms. Deltek does not independently verify the accuracy of each Smart Summary. Users are encouraged to independently review and verify the accuracy of the Smart Summary. Copyright 2024 Deltek, Inc."

Build Deployed In: cp82_ctmcntr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2102443: When you entered a non-existing opportunity ID, a validation message still displayed even if you did not select the Costpoint Opportunity checkbox.

Build Deployed In: cp82_ctmcntr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2110816: There was a build warning issue but no error message displayed in the frontend and backend systems.

Build Deployed In: cp82_ctmcntr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Contracts >> Manage Subcontracts


Defect 2063445: The Modifications tab displayed all levels of a project instead of just the specific project levels linked to the subcontract record. 

Build Deployed In: cp82_ctmsbcntr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2121958: For Costpoint Cloud users, the ability to opt-in for Feature 1046742 (Subcontract Closeout tab) has been removed from the Manage Opt-In Features screen. This enhancement is now automatically enabled for Costpoint 8.2.12 and later, and the following new applications/tab will also be accessible by default if you are licensed for CRM & Contracts: 

  • Manage Subcontract Closeout Descriptions (CTMSCOD)

  • Manage Subcontract Closeout Formats (CTMSCOFRM)

  • Subcontract Closeout tab in Manage Subcontracts (CTMSBCNTR)

Build Deployed In:
Dependent Files:

Resources >> Approve Prospective Vendors


Defect 2085945: When a prospective vendor was approved, no Vendor Name and Vendor Long Name were displayed.

Build Deployed In: cp82_ctmvenda_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Framework


Framework


Defect 2072450: When an adjustment was created using the Create and Print Physical Count Adjustment action on the Create Physical Count Adjustments screen, the adjustment ID did not display when a warning message was displayed.

Build Deployed In:
Dependent Files:

Defect 2076402: Expense report attachments did not open in the Costpoint PWA on iOS17. 

Build Deployed In:
Dependent Files:

Materials


Bills of Material >> Copy Bills of Material


Defect 2070780: When you copied multi-level MBOM to EBOM, Costpoint copied the Yield percentage (%) values incorrectly.

Build Deployed In:
Dependent Files:

Bills of Material >> Manage Manufacturing Bills of Material


Defect 2071074: In the Web Integration Console (WIC), you were able to add a part as a component of itself, however in the UI, when you added the same data, this error occurred and created an infinite loop when you tried to build MBOM levels: "A part cannot be a component to itself."

Build Deployed In:
Dependent Files:

Defect 2071076: When you changed a component part on a bill of materials (BOM) to pre-release, Costpoint required the BOM to be changed to pre-release even though the part had an effective end date.

Build Deployed In:
Dependent Files:

Defect 2115968: When you added a new line in the UI or via the Web Integration Console (WIC), and you set the non-default scrap percentage then saved the record, the scrap percentage (%) was back to the default value. However, when the scrap % is changed on an existing line, then it saves successfully.

Build Deployed In:
Dependent Files:

Bills of Material >> View Bills of Material


Defect 2067913: When you viewed details of an Engineering Bills of Material (EBOM) subassemblies that had zero (0) Yield percentage, you encountered a system error.

Build Deployed In:
Dependent Files:

Defect 2102814: You encountered a system error when you viewed the Engineering BOM Assembyl details with the BOM Levels option set to either All Levels or Specify Levels.

Build Deployed In:
Dependent Files:

Engineering Change Notices >> Approve Engineering Change Notices


Defect 2068525: When an approval process included an approval title with the same assigned User ID that existed in both Company 1 and Company 2, Costpoint displayed duplicate ECN records.

Build Deployed In:
Dependent Files:

Engineering Change Notices >> Manage Engineering Change Notices


Defect 2078759: When you processed an Engineering Change Notice (ECN) changes, the process added a record MBOM components where the part ID/revision was non-existent in the Part table and ECN parts impacted, which caused an error in Costpoint.

Build Deployed In:
Dependent Files:

Defect 2078760: When you copied an EBOM to MBOM and a phantom part was included, the phantom top level and the components were copied on the same line in the generated Engineering Change Notice (ECN).

Build Deployed In:
Dependent Files:

Inventory >> Create Mass Inventory Transfers


Defect 2075205: When you ran Print/Create Mass Inventory, the Transfer ID did not display on the screen nor on the preview report.

Build Deployed In: cp82_inpmsxfr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Inventory >> Enter Inventory Transfers


Defect 2099263: When you saved a transfer, the transfer did not transfer to the same project as the inventory abbreviation where it was transferred.

Build Deployed In: cp82_inmpaxfr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Inventory >> Enter Issues to Project/Account/Org or PO


Defect 2104565: When you issued a GFM part to a purchase order (PO) line and the part came in, the GFM cost did not carry through as a value instead of an amount when issued out of Costpoint.

Build Deployed In:
Dependent Files:

Inventory >> Import Inventory Transactions


Defect 2065161: In Costpoint, duplicate parts are not allowed in Manage Physical Counts, which triggers a hard error as expected. However, when you imported a file with duplicate parts in Import Inventory Transactions, the file was imported successfully, which caused inconsistencies in Manage Physical Counts and Manage Actual Counts screens.

Build Deployed In: cp82_aopintrn_001.zip cp82_dbc_820_11330_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Inventory >> Manage Inventory Reservations


Defect 2094187: In Offline mode, some fields and subtasks were not available on the screen.

Build Deployed In: cp82_cmnlib_inmrqstlib_001.zip cp82_cmnlib_inmlib_001.zip cp82_cmnlib_mmqalloclib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Inventory >> Manage PO/Req Inventory Reservations


Defect 2094189: When you were on offline mode, some fields and subtasks were unavailable on the UI.

Build Deployed In: cp82_inmporsv_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Inventory >> Manage Serial/Lot Information


Defect 2095132: In the Web Integration Console (WIC), you were unable to update the serial/lot via json import, but there was no error displayed.

Build Deployed In: cp82_inmsrlt_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Inventory >> Post Inventory Journal


Defect 2087179: When you ran an inventory journal, Costpoint printed the Subperiod texts in the report.

Build Deployed In: cp82_inpedjnl_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Master Production Scheduling >> Manage Master Production Schedules


Defect 2078761: When you used the application parameters, the project parameter did not filter the projects in the Planned Orders subtask.

Build Deployed In: cp82_msmmps_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Material Requirements Planning >> Firm Material Requirements Planning Planned Orders


Defect 2103033: When you processed Firm Material Requirements Planning Planned Orders(MRPFPO) interactively to generate requisitions, you encountered an error. The issue occurred when two or more users processed MRPFPO using the same requisition at the same time.

Build Deployed In: cp82_cmnlib_mmpfpolib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2106600: When you created a requisition from the application, the application rounded off the item cost.

Build Deployed In: cp82_cmnlib_mmpfpolib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Material Requirements Planning >> Manage MRP Action Messages


Defect 2071077: When you implemented a reschedule order message, Costpoint calculated the lead time differently between the Manage Manufacturing Orders application and the reschedule order message with MRP.

Build Deployed In:
Dependent Files:

Procurement Planning >> Apply PO Info to Purchase Requisitions


Defect 2067956: When no releases were made for the blanket puchase order (PO), this revised warning message displays: "The amount of this new PO Line will increase the blanket amount limit for this PO".

Build Deployed In:
Dependent Files:

Procurement Planning >> Approve Purchase Requisitions


Defect 2095130: When you approved a requisition with more than 20 lines, you encountered a system error.

Build Deployed In:
Dependent Files:

Procurement Planning >> Create Purchase Orders


Defect 2068202: When you tried to generate a purchase order (PO), you encountered this error: 'java.sql.SQLIntegrityConstraintViolationException: ORA-00001: unique constraint (CPDATA.PK_PO_TEXT_IDX) violated'

Build Deployed In:
Dependent Files:

Defect 2075207: The DPAS and contract ID did not print on the purchase order (PO) that you generated from the purchase requisition.

Build Deployed In:
Dependent Files:

Defect 2103019: When you generate multiple requisitions to one purchase order (PO), the PO header total was overstated because the application added a total line amount for lines greater than PO line 1.

Build Deployed In:
Dependent Files:

Procurement Planning >> Import Purchase Requisitions


Defect 2065163: When you processed an input file, the requisitioner's home organization did not display on the Accounting Defaults tab of the Manage Purchase Requisitions screen when you queried the record.

Build Deployed In:
Dependent Files:

Defect 2068205: When you submitted a below-approval amount purchase requisition through the UI by selecting Submit Only In Approval or Submit None, Costpoint changed the header status but left the line in Pending status.

Build Deployed In:
Dependent Files:

Procurement Planning >> Manage Purchase Requisitions


Defect 2103032: When you used the Load Taxable process from the Action Menu, the process did not update the line costs or the allocated costs correctly on all lines.

Build Deployed In:
Dependent Files:

Procurement Planning >> Print Request for Quotes


Defect 2068221: The unnecessary label Quote Expire On has been removed from the request for quote print out.

Build Deployed In: cp82_pprprrfq_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2071072: When you printed the request for quote, Costpoint printed the Resources value incorrectly.

Build Deployed In: cp82_pprprrfq_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Product Definition >> Assign Vendors


Defect 2094053: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.

Build Deployed In: cp82_cmnlib_mmmvendlib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Product Definition >> Manage Alternate Parts


Defect 2094051: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.

Build Deployed In: cp82_pdmalt_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Product Definition >> Manage Item Cost


Defect 2094048: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.

Build Deployed In:
Dependent Files:

Product Definition >> Manage Part Project Data


Defect 2094055: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.

Build Deployed In: cp82_pdmprjpd_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Product Definition >> Manage Project Item Cost


Defect 2094045: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.

Build Deployed In: cp82_pdmprjcs_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Production Control >> Compute Material Requirements


Defect 2112151: When you created a requisition from the application, the application rounded off the item cost.

Build Deployed In:
Dependent Files:

Production Control >> Create MO Subcontractor Requisitions


Defect 2106616: When you accessed the application and there was a part with multiple revisions, the screen to select the manufacturing order (MO) displayed the description of the first part revision, but not of the listed part.

Build Deployed In:
Dependent Files:

Production Control >> Enter Manufacturing Order Issues


Defect 2086310: The TIP to Costpoint interface updated the wrong requirement line when you duplicated a component part in the requirements.

Build Deployed In:
Dependent Files:

Defect 2106029: When you tried to use the Reverse Transaction feature in a manufacturing order (MO) issue and the Allocated Inventory was enabled on the original MO, you encountered a system error. 

Build Deployed In:
Dependent Files:

Defect 2112897: You were unable to reverse a MO Issue because the WIP Variance Year End error message validating the MO against another Company ID where a Year End WIP Variance journal entry exists.  This only affects multi-company users.

Build Deployed In:
Dependent Files:

Production Control >> Enter Manufacturing Order Reliefs


Defect 2097072: When you saved a manufacturing order (MO) relief, you encountered a system error.

Build Deployed In:
Dependent Files:

Production Control >> Manage Manufacturing Order Issues


Defect 2106485: When you entered issues for multiple manufacturing orders (MO) back to back, you encountered a system error. In addition, when you entered the second MO and clicked Autoload, you also encountered an error.

Build Deployed In:
Dependent Files:

Production Control >> Manage Manufacturing Orders


Defect 2071078: When you implemented a reschedule order message, Costpoint calculated the lead time differently between the Manage Manufacturing Orders application and the reschedule order message with MRP.

Build Deployed In:
Dependent Files:

Defect 2095131: When you tried to update the organization abbreviation on a project, you encountered an error.

Build Deployed In:
Dependent Files:

Purchasing >> Import Purchase Orders


Defect 2110121: When you imported a G type PO with G Abbreviation, you encountered an error requiring Account ID and Organization.

Build Deployed In: cp82_aoputlpo_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2110817: When you imported a purchase order (PO) file for a G type PO with G type abbreviation, you encountered an error. This affected MSS database.

Build Deployed In: cp82_aoputlpo_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2119778: The application has been updated to use feature-level message instead of creating a new Message ID.

Build Deployed In: cp82_aoputlpo_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Purchasing >> Manage Purchase Orders


Defect 2063171: When you imported the XML, you encountered the following error: "Assigning new serial/lot ID(s) are not allowed when the associated return line has SO/ SO line reference."

Build Deployed In:
Dependent Files:

Defect 2081020: In the Web Integration Console (WIC), when you modified a purchase order (PO) by changing the quantity of a line to zero (0) and closing it at the same time, the extended totals did not recalculate to zero. The same thing happened when you tried to change the amount to zero.

Build Deployed In:
Dependent Files:

Defect 2100395: When you assigned a serial lot to a purchase order (PO), the application disallowed it when the serial lot setting was to to Unique Across Parts.

Build Deployed In:
Dependent Files:

Defect 2105842: When the Require Change Order for Modification checkbox was selected in Configure Purchasing Settings, you were able to change a purchase order (PO) without a change order.

Build Deployed In:
Dependent Files:

Defect 2106623: When you clicked New and went to Receiving & Inspection tab, the Drop Shipment was not visible on the purchase order (PO) line. This happened to users without the Sales Order (OE) license.

Build Deployed In:
Dependent Files:

Defect 2107686: When you entered a non furnished material purchase order (PO) type with furnished material abbreviation, you encountered this error message: "FM Inventory abbreviations cannot be used on PO's that don't have a PO type of 'Furnished Materials Order."

Build Deployed In:
Dependent Files:

Purchasing >> Print Purchase Order Change Orders


Defect 2091104: The "Tax Exempt Cert No:” label printed on a purchase order change order when you modified the changes to the extended cost where sale/use tax was not exempt.

Build Deployed In:
Dependent Files:

Purchasing >> View Item Purchasing Information


Defect 2109293: Requisitions for two companies displayed in the application for both companies.

Build Deployed In:
Dependent Files:

Purchasing >> View Purchase Order Status


Defect 2106629: When on Table view, the label Open Quantity and Open Amount were displayed as Open for both columns.

Build Deployed In:
Dependent Files:

Receiving >> Manage Purchase Order Receipts


Defect 2065170: When serial lots were assigned to the purchase order (PO) before you received items that were less than the total quantity, the screen changed to the received quantity. When you removed the receipt, the quantity changed to zero (0).

Build Deployed In: cp82_cmnlib_mmmsrltalib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2071073: When you entered a receipt with Auto-Receive, the stock status report displayed an incorrect decimal value.

Build Deployed In: cp82_rcmporc_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2075922: When you clicked on the Offsite Receiver field using the mouse, the cursor disappeared.

Build Deployed In:
Dependent Files:

Defect 2081075: When the purchase order (PO) and reservation have different warehouses, Costpoint did not validate the active reservation against the PO.

Build Deployed In: cp82_rcmporc_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2088007: You were unable to create external return material authorization (RMA) purchase order (PO) due to receipt and acceptance location were overriden by the warehouse default location.

Build Deployed In: cp82_rcmporc_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2092297: When the purchase order (PO) and reservation have different warehouses, the Reservation did not show in the PO Reservation subtask.

Build Deployed In: cp82_rcmporc_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Sales Order Entry >> Approve Sales Orders


Defect 2097860: You were able to approve the sales order even though other approval titles in the lower sequence has not approved it.

Build Deployed In: cp82_oemappso_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Sales Order Entry >> Manage Customer Returns


Defect 2063162: When you imported an XML file in the Web Integration Console (WIC), you encountered the following error: "This combination of columns ('|RMA_ID|','|RMA_LN_KEY|','|SERIAL_LOT_KEY|') must be unique"

Build Deployed In: cp82_oemcrtrn_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Sales Order Entry >> Manage Invoices


Defect 2080687: When you created a negative invoice via web services, you encountered an invoice quantity and amount error.

Build Deployed In: cp82_cmnlib_oeminvclib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Sales Order Entry >> Manage Sales Orders


Defect 2075204: When you changed the Line type from Inventory to INO and changed the warehouse ID, the reservation quantity balances were reduced twice.

Build Deployed In: cp82_cmnlib_oementsolib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2077059: When you created another line on a sales order (SO) that did not reference a return material authorization (RMA), Costpoint displayed the following message: "RMA Line number is required if RMA is referenced in the SO Header"

Build Deployed In: cp82_cmnlib_oementsolib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Sales Order Entry >> Print DD250 Invoices


Defect 2078762: When you printed an invoice, the Date Shipped format did not follow the DFARS requirement of four digits for the year, three-letter abbreviation for the month, and two digits for the day (Ex. 2024FEB14).

Build Deployed In: cp82_cmnlib_oer250ilib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Sales Order Entry >> Print DD250 Packing Slips


Defect 2078764: When you printed the material inspection and receiving report, the Date Shipped format did not follow the DFARS requirement of four digits for the year, three-letter abbreviation for the month, and two digits for the day (Ex. 2024FEB14).

Build Deployed In: cp82_oer250ps_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Sales Order Entry >> Print Sales Order Approval Status Report


Defect 2103036: When you specified the approver user in the report parameter and you ran the report, Costpoint did not display the sales orders within the selection range for printing.

Build Deployed In: cp82_oerappr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Supplier Portal >> Manage Invoices


Defect 2092392: When you printed the subcontractor invoice, the SUBC_TS_LN_AUDIT.INVC_FL table was not updated, which should be the case.

Build Deployed In:
Dependent Files:

Defect 2114520: You were unable to edit the invoice number when the invoice was created via Autoload.

Build Deployed In:
Dependent Files:

Supplier Portal >> Manage Quotes


Defect 2081070: When you tried to generate a quote, you encountered this error:The MasterServlet failed with the following exception: Column null not found in row set.

Build Deployed In: cp82_ppmqtv_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2112892: When you were logged in as a supplier in Supplier Portal, processed a request for quote, and then clicked the Generate Quote button, you encountered a system error.

Build Deployed In: cp82_spmqtv_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

People


Benefits >> Create 1094-C and 1095-C Data


Defect 2078236: 1095-C Line 14 codes 1A, 1E, 1C, 1D, 1K, 1J, 1B, and 1F were updated to include employees terminated within the month who had coverage through the end of the month.

Build Deployed In: cp82_hbp109xc_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Employee >> Import Employee Data


Defect 1969028: If you used a user-defined file format that only included required fields and set the Deletion Indicator to Null (CSV Format)/Blank (Fixed/ADP Format), the application marked the non-required fields for deletion.

Build Deployed In: cp82_aoputlel_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Defect 2064245: When you opened, refreshed, cleared, or reinitialized the screen, the Plant field displayed the default Plant from the Manage Plants screen. This occurred even if you did not select the Default for New Employees checkbox of the default Plant.

Build Deployed In: cp82_aoputlel_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Employee >> Manage Employee Benefit Elections


Defect 2082695: 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.

Build Deployed In: cp82_hbmebelc_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Employee >> Manage Employee Information


Defect 2079434: 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.

Build Deployed In: cp82_ldmeinfo_001.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Employee Self Service >> Benefits Enrollment


Defect 2099027: When you elected a NO CVG coverage option for benefit plan OTHER2 - OTHER9 benefit plan, the summary tab displayed an incorrect coverage level.

Build Deployed In: cp82_esmbenenroll_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Employee Self Service >> Dependents/Beneficiaries


Defect 2116730: A critical error occurred when you attempted to save changes to the Home or Office Phone information of a record. This occurred when you had the following setup on the Configure Self Service Settings screen:

  • Phone Format option is (000) 000-0000.

  • Format Edit is set to Soft Edit or Hard Edit.

Build Deployed In: cp82_cmnlib_benefitslib_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Employee Self Service >> Life Events/New Hires


Defect 2078375: Details on the summary tab were missing when the employee elected a benefit plan with the following setup:

  • System Benefit Type was OTHER2 - OTHER9.

  • Age Based On option was Spouse.

Build Deployed In: cp82_esmlifeevent_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2092010: When DEP CVG (Dependent Coverage) was included in the employee's package for OTHER2 - OTHER9 benefit plans, the dependent coverage was displayed in the Coverage Level table. ESS users were able elect the dependent coverage.

Build Deployed In: cp81_cmnlib_benefitslib_004.zip cp82_cmnlib_benefitslib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2103702: A system error displayed if the employee selected a new beneficiary before selecting a new coverage. This occurred in the following tabs:

  • AD&D

  • Sup Life

  • Sup AD&D

  • Travel

  • Accident

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

Build Deployed In: cp82_cmnlib_benefitslib_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Employee Self Service >> Manage Life Event Elections


Defect 2070636: The coverage option was not saved as DEP CVG (Dependent Coverage) when an employee elected a coverage level for a benefit plan that had the following setup:

  • System Benefit Type was OTHER2 - OTHER9.

  • Age Based On option was set to Spouse.

Build Deployed In: cp82_aomessbl_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2106216: The employee's premium was zero (0.00) when you manually entered an election on the Manage Life Event Elections screen.This issue occurred when:

  • The employee’s coverage option was DEP CVG.

  • The dependent’s coverage option was not DEP CVG/NO CVG.

Build Deployed In: cp82_aomessbl_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2111474: When you deleted an existing record where the coverage option was DEP CVG, the system did not delete the dependent election. As a result, when you manually entered a new record for the same benefit plan, the screen displayed an error that indicated that the record already exists.

Build Deployed In: cp82_aomessbl_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Employee Self Service >> Manage Open Enrollment Elections


Defect 2069180: The coverage option was not saved as DEP CVG (Dependent Coverage) when an employee elected a coverage level for a benefit plan that had the following setup:

  • System Benefit Type was OTHER2 - OTHER9.

  • Age Based On option was set to Spouse.

Build Deployed In: cp82_aomessbe_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2098713: The employee's premium was zero (0.00) when the employee elected a benefit plan that had the following setup on the Manage Benefit Plans screen:

  • There was a DEP CVG coverage option included in package. 

  • The Age Based On option was set to Spouse.

  • The Premium Table was not set to Age.

Build Deployed In: cp82_aomessbe_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2111483: When you deleted an existing record where the coverage option was DEP CVG, the system did not delete the dependent election. As a result, when you manually entered a new record for the same benefit plan, the screen displayed an error that indicated that the record already exists.

Build Deployed In: cp82_aomessbe_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Employee Self Service >> Payroll Checks


Defect 2077116: The paystub printout on Employee Self Service always printed the rate type as salaried even if the employee was hourly.

Build Deployed In: cp82_esmpaychecks_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Employee Self Service >> Total Comp/Benefits Statement


Defect 2073154: The screen had the following issues:

  • Annual salary was listed twice.

  • The Annual Amount compensation type should be Annual Salary.

  • The Percentage column should be labeled as Percent of Total Compensation.

Build Deployed In: cp82_esqcompben_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Employee Self Service >> Update Benefit Option/Election Tables


Defect 2051673: The application’s calculation was still based on the employee's age even if the Age Based On option was set to Spouse on the Manage Benefit Plans screen.

Build Deployed In: cp82_aopessdb_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Employee Self Service >> W-2s


Defect 2092693: The application should not populate or print the Control Number on the screen, report, and PDF.

Build Deployed In: cp82_esmelecw2_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2099377: The application displayed Address Line 3 in boxes c and e & f. Address Line 3 should not be displayed so that the W-2s screen information is consistent with the Manage W-2s and Manage W-2Cs screens.


Build Deployed In: cp82_esmelecw2_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2104669: The application did not display the employee's middle name in box e & f. The employee's middle name should be displayed so that the W-2s screen information is consistent with the Manage W-2s and Manage W-2Cs screens.

Build Deployed In: cp82_esmelecw2_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Labor >> Create Leave Payout Timesheets


Defect 2094464: When you created a leave payout timesheet, the application set the value in the Entered Hours field to zero.

Build Deployed In: cp82_ldplpts_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Labor >> Create Retroactive Timesheet Adjustments


Defect 2112906: A fatal error displayed when you attempted to print or preview the report. This occurred when more than one Labor Only timesheet and Regular timesheets with the same sequence number are being retro-adjusted for the same date.

Build Deployed In: cp82_ldpretro_001.zip
Dependent Files:
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Labor >> Create Reversing Timesheets


Defect 2082148: The application allowed only the following timesheet types to be reversed: 

  • Regular

  • Bonus

  • Correcting

  • Labor Only

It should also allow you to reverse Salary Cap timesheets. 

Build Deployed In: DeltekCostpointMaintenanceRelease_8.1.22.5012.exe cp82_ldprevts_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Labor >> Export Project Manufacturing Data


Defect 2090942: When you auto-loaded operation records again, the application created a deletion record and a subsequent insert record. However, only the delete record was exported to Shop Floor Time. The operations were displayed as Cancelled and Inactive.

Build Deployed In: cp82_ldpexpm_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Labor >> Manage Correcting Timesheets


Defect 2086137: The Transaction Amount field values on correcting timesheet lines were still displayed in a multicurrency functionality-enabled environment even when labor suppression was enabled for the logged-in user.

Build Deployed In: cp82_ldmctime_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Labor >> Manage Union Profiles


Defect 2086493: PCTGRQ (Timesheet Line Labor Cost Less Non-Qualifying deduction amounts x Fringe Percentage) was listed in the lookup of the Calculation Method field on the Fringe Information subtask, even though PCTGRQ is an invalid fringe calculation method.

Build Deployed In: cp82_ldmunpro_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Labor >> Post Timesheets


Defect 2127034 The Post Labor application did not populate the Effective Bill Date column on the GL_DETL table if the timesheet line did not have a project.

Build Deployed In:
Dependent Files:

Leave >> Manage Leave Edit Table


Defect 2096906: When you entered leave for a leave type that was not assigned to the employee, the screen did not display a warning message.

Build Deployed In: cp82_ldmledit_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Compute Payroll


Defect 2071700: The Compute Payroll process calculated Withholding State tax for Maryland even when both the pay type and deduction code were set up as Federal Exempt from income tax calculation.

Build Deployed In: cp82_cmnlib_cpcpr_001.zip cp82_prpcpr_001.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Defect 2078072: When you attempted to update the check date on an existing parameter ID, the check date value reverted to the default check date from the Manage Pay Periods screen.

Build Deployed In: cp82_cmnlib_cpcpr_001.zip cp82_prpcpr_001.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Defect 2102098: 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.

For Pick and Choose deployment: If you choose not to apply this hotfix, you can use the following workarounds.

Option 1

If you know which employees have a negative net situation, you can adjust the deduction amounts before computing payroll for those employees.

Option 2

If you do not know which employees have a negative net situation, you can perform the following:

  1. Go to the Configure Payroll Settings screen and verify that the Negative Gross Pay Method is Do Not Allow. If it is not set to Do Not Allow, you may be experiencing a different issue.

  2. Select Create Zero Balance Check as the Negative Gross Pay Method and then select a Zero Check Deduction that will be used to offset the negative balance.

  3. Run the Rebuild Global Settings process.

  4. Go to the Compute Payroll screen, enter the parameters, and process the payroll.

  5. On Manage Payroll Records, query records that have a negative net amount.

  6. On each retrieved record, open the Deductions subtask.

  1. Locate the deduction that was identified as the Zero Check Deduction on the Configure Payroll Settings screen.

  2. Use the Zero Check Deduction negative amount to reduce the other deduction amounts.

  3. Delete the Zero Check Deduction from the Deductions subtask.

  4. Click the Recalculate button.

  5. Verify the values and save the record.

  1. After processing all checks for the period, go back to the Configure Payroll Settings screen and change the Negative Gross Pay Method back to Do Not Allow.

  2. Run the Rebuild Global Settings process.

Build Deployed In: cp82_prpcpr_001.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Defect 2105936: The taxable amount for Employer Medicare was incorrect when the amount should be negative.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.1.21.5005.exe cp82_cmnlib_cpcpr_001.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Payroll >> Create Quarterly SUTA Tax File


Defect 2121775: A system error occurred when you attemped to save a record with Maine as the state.

Build Deployed In: cp82_prpsmm_003.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Defect 2126734: The Submitters FEIN and Telephone Number locations in A Record displayed letters and special characters. These positions should display numbers only.

Build Deployed In: cp82_prpsmm_004.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Payroll >> Create State W-2 File


Defect 2062007: When you ran the Create State Mag Media process and then changed then changed the Job Title field on the Manage Tax Report Data screen to blank, you were able to rerun the process without an error message. This affects you if you create W-2 files for Maryland.

Build Deployed In: cp82_prpw2s_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Create W-2 Table


Defect 2063633: The following note on the report contained a typographical error: "At least one W-2 with negative amount(s) has been created. Please verify and, if necessary, adjust in the Manage W-2s screen." 

Build Deployed In: cp82_prpcw2_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Manage Deductions


Defect 2074037: The Line 4 and Line 5 options were not listed in the W2 Box 14 Usage drop-down list.

Build Deployed In: cp82_prmded_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2108259: The screen did not display a warning message to inform user if the W-2 Box 14 Usage line was already assigned to another deduction or locality.

Build Deployed In: cp82_prmded_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Manage Employee Earnings History


Defect 2109982: A system error occurred when you saved a Z record with a labor amount that was not a whole number. This affects you if you use Costpoint with Microsoft SQL Server database.

Build Deployed In: cp82_prmerf_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Payroll >> Manage Local Taxes


Defect 2108258: This application has been updated to display a warning message informing users if the selected W-2 Box 14 Usage line is already assigned to another locality or deduction.

Build Deployed In: cp82_prmlti_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2108423: You were able to enter a value exceeding nine characters in the Box 14 Description field.

Build Deployed In: cp82_prmlti_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Manage Payroll Records


Defect 2124677: A system error occurred when you recalculated and saved a record. The error message indicated the following: WH_STATE_CD is null.

Build Deployed In: cp82_prmptf_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Payroll >> Manage W-2Cs


Defect 2026514: The employee's address and ZIP code on the Manage W-2Cs screen and on the Manage W-2s screen were not identical.

Build Deployed In: cp82_prmw2c_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Manage W-2s


Defect 2101486: The screen did not display the employer’s address line 2 in box c. Address line 2 should be displayed so that the Manage W-2s screen is consistent with the Manage W-2Cs screen.

Build Deployed In: cp82_prmw2_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Print Local Withholding Report


Defect 2108218: The report printed the Taxable Entity Totals for the Gross Amount, Subject Amount, Taxable Amount, and Excess Amount columns. It should print the Taxable Entity Totals only for Amount Withheld and Amount Accrued columns.

Build Deployed In: cp82_prrlcwh_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Print Paychecks


Defect 2008560: The State Disability Insurance (SDI) and state taxes YTD amounts were incorrect when you voided and reissued a paycheck.

Build Deployed In: cp82_prppchk_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Print Quarterly Federal Payroll Tax Report


Defect 2071711: The $7,000 FUTA Wage Limit was not displayed on Line 5 of the Federal Form 940 report.

Build Deployed In: cp82_cmnlib_cpcpr_001.zip cp82_prrfdtax_001.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Payroll >> Print State Overtime Wages Report


Defect 2124676: Report displayed incorrect data for check dates in 2023. The report displayed salaried employees when it should only display hourly employees.

Build Deployed In: cp82_prrsotw_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Payroll >> Print W-2s


Defect 2055076: The screen did not truncate the employee's last name if the characters, including spaces, equals the maximum characters allowed in the field. This caused misalignment when you print on pre-printed forms.

Build Deployed In: cp82_prrw2_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Defect 2075696: When you selected Employee Name as primary sorting option, the application created multiple separate PDFs that were sorted by employee ID first and then by name. The W-2s should be printed alphabetically by the employee's name.

Build Deployed In: cp82_prrw2_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Defect 2080117: When you selected the Self-Mailer option in the W-2 (Data Only) group box, the report did not display the employer identification number (EIN) in box b.

Build Deployed In: cp82_prrw2_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2108325: The W-2Cs of an employee for the same taxable entity, same payroll year, and different tax service group ID were not combined.


Build Deployed In: cp82_prrw2_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Defect 2123285: When you selected the Blank Stock/Plain Paper W-2 (Saved as PDF Files) option in the Paper group box, the report displayed unnecessary zeroes (0.00) in boxes 12, 14, 18, and 19. 

Build Deployed In: cp82_prrw2_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Payroll >> View Salary Information


Defect 2099289: You were able to view the Hourly Amount, Payroll Salary Amount, and Annual Amount in the Inquiry Details section even if labor suppression is on (Suppress Labor was selected for your user account on the Manage Users screen).

Build Deployed In: cp82_prqehis_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Planning


Administration >> Configuration Settings


Defect 2029689: The Project Level Display field item was renamed Org Level Display and moved from the Organization tab to the Project tab.

Build Deployed In:
Dependent Files:

New Business Budgeting >> Create Project Budget from New Business Budget


Defect 2092406: A system error prevented you from creating a project budget from a new business budget.

Build Deployed In:
Dependent Files:

New Business Budgeting >> Import New Business Budgets from Excel


Defect 2078288: After you uploaded a new business budget from Excel, it was assigned the same version number as the existing one, even though that version had a status of Complete.

Build Deployed In:
Dependent Files:

Defect 2078296: The Excel upload routine did not pick up escalation and defaulted to 0%, thus preventing cost and revenue calculations.

Build Deployed In:
Dependent Files:

New Business Budgets


Defect 2078289: Following an automatic increase to escalation, and from that period forward, revenue amounts were lower instead of higher in both Analysis by Period and Revenue Analysis. In the latter report, the burdened cost amount was also lower than expected based on the applied revenue formula.

Build Deployed In:
Dependent Files:

Organization Budgeting >> Profit and Loss by Account


Defect 2082913: You encountered a system error caused by a duplicate line entry when FS Code was set to INCSTM.

Build Deployed In:
Dependent Files:

Project Budgeting >> Import Budget/EACs from Excel


Defect 2078286: After you processed an import, the end date in the existing version of a budget or EAC was not updated to the end date of the imported one.

Build Deployed In:
Dependent Files:

Defect 2095739: When Import Budget/EAC Projects was set to Projects with no error, the upload failed, and no records were imported, not even those which were error free.

Build Deployed In:
Dependent Files:

Project Budgeting >> Project Labor Analysis


Defect 2078298: The report displayed the vendor names instead of the vendor employee names.

Build Deployed In:
Dependent Files:

Project Budgeting >> Project Status


Defect 2120152: In Project Status Report (PSR), the pending routine did not use the pool rate ceiling values from Projects to calculate pending burden.

Build Deployed In:
Dependent Files:

Project Budgeting >> T&M Labor Analysis


Defect 2078290: Vendor employee names were missing from the report. 

Build Deployed In:
Dependent Files:

Project Budgets / EACs


Defect 2077225: When you created an EAC, direct labor amounts in Revenue Analysis doubled due to prior year routine (PY_DIFF).

Build Deployed In:
Dependent Files:

Defect 2078293: When you added an employee to the Hours subtask, Account ID did not auto-populate the ID that was configured as a timesheet default value for that employee in Costpoint.

Note: If the account ID assigned to the employee in Costpoint does not also exist in the Project Account Group (PAG), or if no ID is found, Account ID on the Hours subtask instead defaults to the first labor account of the PAG.

Build Deployed In:
Dependent Files:

Defect 2078294: After you saved a budget or EAC as final, the backend field (CURRENT_FL) that indicates the status did not update to Y.

Note: This also affected budgets saved as final in New Business Budgets.

Build Deployed In:
Dependent Files:

Defect 2081147: Actuals were omitted from the EAC you created when they were not mapped to a budget sheet.

Build Deployed In:
Dependent Files:

Defect 2082672: You encountered a critical system error if the date format for the period columns was configured as MMM-YY (xxx/xxx).

Build Deployed In:
Dependent Files:

Defect 2091021: After you mapped accounts and created an EAC, historical revenue and cost amounts were not imported if the ACCT_FUNC_NO column was selected as 0 in the PSR_PY_SUM table. To correct this, the PY_DIFF import routine now also refers to the Planning Mapping table.

Build Deployed In:
Dependent Files:

Defect 2095574: You encountered a timeout error after using Find & Replace to change the version code for a large number of budgets at the same time.

For Pick & Choose deployment: If you choose not to apply this hotfix, as a workaround, you can apply the change to a smaller number of budgets.

Build Deployed In:
Dependent Files:

Defect 2102202: The direct labor cost from the posted transaction did not reflect on the Raw Cost line in Analysis by Period subtask, and instead displayed zero. This happened when the End Date of the budget is the same as the date of the last Closed Period.

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

Build Deployed In:
Dependent Files:

Defect 2116592: While doing various tasks using the application, you experienced very slow loading of screens and other performance issues especially on large project budgets or EACs.

Build Deployed In:
Dependent Files:

Defect 2120052: You experienced very slow loading of application screens when creating, committing, and approving a budget or EAC. This issue occurred in Oracle system environment only.

Build Deployed In:
Dependent Files:

Defect 2123069: When you tried to create a budget or modify an existing budget, you received the critical system error "ORA-00904: 'S_BILL_RT_TYPE_CD': invalid identifier" that caused Costpoint to close.

Build Deployed In:
Dependent Files:

Resource Planning


Defect 2071794: The names of Key Entry resources did not automatically populate Lookup unless hours had already been assigned and those hours fell within the start/end date range of the budget.

Build Deployed In:
Dependent Files:

Projects


Billing >> Calculate Standard Bills


Defect 1991422: 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.

Build Deployed In: cp82_cmnlib_calcbills_001.zip cp82_dbc_820_11286_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2022075: Performance tuning has been conducted for this application.

Build Deployed In: cp82_cmnlib_calcbills_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2061323: When you selected All in the Projects Range Option drop-down list, selected the Transactions with Zero Cost Amount, Create Zero Retainage and Over-Ceiling Rows, and Create Zero Fee Rows checkboxes, and then ran this application, there were lesser zero fee rows on the Details subtask of the Manage Standard Bills application. The Amount to Bill column was also not editable.

Build Deployed In: cp82_cmnlib_calcbills_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2095799: Performance tuning has been conducted for this application to improve runtime.

Build Deployed In: cp82_cmnlib_calcbills_001.zip cp82_dbc_820_11342_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2104501: When you ran this application, the process failed to complete.

Build Deployed In: cp82_cmnlib_calcbills_001.zip cp82_dbc_820_11355_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2106158: You encountered the following error when you ran this application: “ORA-01438: Value larger than specified precision allowed for this column.”

Build Deployed In: cp82_cmnlib_calcbills_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2115346: When you ran this application, the Direct Labor amounts on the printed Summary Invoice and Non-T&M Labor Supporting Schedule did not match.

Build Deployed In: cp82_blpgbill_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2119274: When you ran this application with the Transactions with Zero Cost Amount, Transactions with Zero Bill Rate, and Create Zero Fee Rows checkboxes selected, the Fee on Hours (FH) records were not created in the BILL_EDIT_DETL table.

Build Deployed In: cp82_cmnlib_calcbills_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2120993: You encountered a system error when you ran this application with the All in the Projects Range Option drop-down list and the Create Zero Fee Rows checkbox selected.

Build Deployed In: cp82_cmnlib_calcbills_001.zip cp82_blpgbill_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Billing >> Post Standard Bills


Defect 2020807: When you posted two partial bills, the Hours to Bill value in the Manage Open Billing Detail screen was incorrect.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can zero out the Hours on Hold, put the hours back, and click Save on the Manage Open Billing Detail screen.

Build Deployed In: cp82_blpgen_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2091426: Performance tuning has been conducted for this application.

Build Deployed In: cp82_blpgen_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2093030: You were unable to reprint a reversal bill that has already been posted.

Build Deployed In: cp82_blpgen_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2098749: This application has been updated to post zero sales tax rows to the AR_SALES_TAX table.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.1.0.1009.exe, DeltekCostpoint81ApplicationTier_Build01.exe, DeltekCostpoint81WebTier_Build01.exe, DeltekCostpoint81DatabaseTier_Build01.exe cp82_blpgen_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Billing >> Print Billing Worksheet


Defect 2051949: When you ran this application with the Detail Invoices checkbox selected, you encountered a system error.

Build Deployed In: cp82_blrbillw_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2066636: When you ran this application with ID/Name or Both selected under Show for T&M Projects, the values in the ITD Hrs Billed Including this Billing column were duplicated in the ITD Hrs Incurred column.

Build Deployed In: cp82_blrbillw_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Billing >> Print Standard Bills


Defect 2108065: When you selected the Create Zero Retainage and Over-Ceiling Rows checkbox on the Calculate Standard Bills screen and then manually edited the Retainage/Withhold/Release Amt value in Manage Standard Bills to release all previously withheld retainage amounts, the Invoice Subtotal line did not display in the printed standard bill.

Build Deployed In:
Dependent Files:

Billing >> Print Unbilled Analysis Report


Defect 2109528: You were unable to run this application when you selected All from the Project drop-down list.

Build Deployed In:
Dependent Files:

 

Cost and Revenue Processing >> Compute Burden Costs


Defect 2062733: The pool rate information message displayed the decimal equivalent of the rate instead of the percentage.

Build Deployed In: cp82_pjpalcst_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Cost and Revenue Processing >> Compute Cobra Burden Costs


Defect 2100307: 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.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can

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

Build Deployed In: cp82_aopcblab_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Cost and Revenue Processing >> Compute Revenue


Defect 2082673: Performance tuning has been conducted for this application.

Build Deployed In: cp82_pjpcompr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2101911: When you ran this application, the recaptured over ceiling amounts were reset to zero. The previously calculated OVER_FEE and OVER_CST amounts were cleared out for lower-level projects since the ceiling was removed.

Build Deployed In: cp82_pjpcompr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2103483: You encountered a performance issue when running this application.

Build Deployed In: cp82_pjpcompr_001.zip cp82_dbc_820_11351_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2110078: You encountered a critical system error when you ran this application. This issue affects MSS database users.

Build Deployed In: cp82_pjpcompr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2110138: Costpoint did not calculate the award fee adjustment amount when there were no posted transactions on a project.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can enter a regular revenue adjustment and reverse it later.

Build Deployed In: cp82_pjpcompr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Cost and Revenue Processing >> Compute/Print Pool Rates


Defect 2062667: The pool rate information message displayed the decimal equivalent of the rate instead of the percentage.

Build Deployed In: cp82_pjpcompp_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Cost and Revenue Processing >> Create Multi-Job Allocation Entries


Defect 2114160: When you ran this application, the process failed to complete, and you found an error in the logs.

Build Deployed In: cp82_pjpmjalc_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Cost and Revenue Processing >> Post Revenue


Defect 2000471: You did not receive an error message when you ran this application for an award fee account that had no linked account/organization.

Build Deployed In: cp82_pjppostr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2008883: 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.

Build Deployed In: cp82_pjppostr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Cost and Revenue Processing >> Reverse Posted Pool and Revenue Journals


Defect 2098533: 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.

Build Deployed In: cp82_pjpprev_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Project Inquiry and Reporting >> Print Revenue Worksheet


Defect 2090915: You encountered a performance issue when running this screen.

Build Deployed In: cp82_pjrrevw_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Project Inquiry and Reporting >> Update Project Status Report Tables


Defect 2091004: You experienced slow production performance when you ran this application.

Build Deployed In: cp82_pjpuppsr_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Project Setup >> Import Project Master Data


Defect 2076408: When you ran this application, the process completed with errors.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can run the application while logged in as CPSUPERUSER.

Build Deployed In: cp82_pjpprep_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2086244: When you imported a project with five levels or higher, you did not encounter the following error message: “Maximum level allowed is 4.” This issue affects Costpoint Essentials users only.

Build Deployed In: cp82_pjpprep_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Project Setup >> Manage Project Roles


Defect 2101509: 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>.”

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can manually search all lower project levels where the employee exists, add them at the top level, and reenter them at prior lower levels.

Build Deployed In: cp82_pjmrole_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Project Setup >> Manage Project User Flow


Defect 2066967: When you used the Find and Replace functions to edit the Project Manager across multiple projects with the Project Mgr Allow Edit checkbox cleared, the change applied only to the first project and did not flow down to lower project levels.

In addition, when you used the Find and Replace functions to clear the Project Mgr Allow Edit checkbox, the Project Manager did not apply to lower project levels.

Build Deployed In: cp82_pjmbasic_002.zip
Dependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe

Defect 2072941: When you cloned existing projects with five levels or higher, you did not encounter the following error message: “Maximum level allowed is 4.” This issue affects Costpoint Essentials users only.

Build Deployed In: cp82_pjmbasic_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Subcontractor Management >> Approve Subcontractor Invoices


Defect 2082570: The Invoiced checkbox on the Timesheet Detail tab of the Manage Open Subcontractor Detail screen was not selected for approved subcontractor invoices.

Build Deployed In: cp82_smmainvc_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Subcontractor Management >> Manage Subcontractor Invoices


Defect 2069130: When you added a new invoice line, Costpoint previously displayed the following fatal error message: “New lines are not allowed when the invoice was created by the Create Subcontractor Invoices process.” This has been changed to a normal error message.

Build Deployed In:
Dependent Files:

Subcontractor Management >> Manage Work Assignments


Defect 2101514: Performance tuning has been conducted for this application to improve performance.

Build Deployed In: cp82_smmwrk_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Subcontractor Management >> Print Subcontractor Invoices


Defect 2106988: When you ran this application, the Cumulative Amount value was incorrect because it did not include the Current Amount value.

Build Deployed In: cp82_smrinvc_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Time & Expense


Configuration >> Charge Trees


Defect 2086326: 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.

Build Deployed In:
Dependent Files:

Configuration >> Employee Info


Defect 2097033: When the timesheet class changed in the middle of pay period, and the user did not open the timesheet because it was assigned to a proxy, the rules of the new timesheet class were not applied to the timesheet table.

Build Deployed In:
Dependent Files:

Configuration >> Import Master Data


Defect 1953181: When the timesheet class changed in the middle of a pay period, and the user did not open the timesheet because it was assigned to a proxy, the rules of the new timesheet class were not applied to the timesheet table.

Build Deployed In:
Dependent Files:

Configuration >> Resource License


Defect 2119937: When results included records for both new hires and rehires, you received an error when granting access to Time & Expense.

Build Deployed In:
Dependent Files:

Configuration >> Security Role


Defect 2083150: When you turned off auto-positioning, the Security Roles and User Groups form was shortened.

Build Deployed In: cp82_te_admsecurityrole_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Configuration >> UDT01


Defect 2072571: You encountered a system error when you saved a new UDT01 record.

Build Deployed In: cp82_te_admudt01_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Expense >> Batch Expenses


Defect 2105142: After you imported a VCF40 file with an invalid expense date, you received the following error message: "ORA-01400: cannot insert NULL into ("TC_0002"."IMPORT_BATCH_EXP_EDIT_DETAILS"."LINE_DT")"

Build Deployed In:
Dependent Files:

Expense >> Currencies


Defect 2099296: When you selected BGN (Bulgarian) for the Currency code, Time & Expense incorrectly set the ISO Number Code at 100 instead of 975. During import this error caused the transaction to default to US Dollars (USD).

Build Deployed In: cp82_dbt_820_11381_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Expense >> Expense Authorization


Defect 2107663: When the first row of the Locations tab did not already display a location and you clicked the Add Location button, you received a non-specific error message instead of one indicating that an end date was required.

Build Deployed In:
Dependent Files:

Expense >> Expense Report


Defect 2093711: Processing speeds lagged when you had to approve multiple expense reports in succession.

Build Deployed In:
Dependent Files:

Defect 2107665: When the first row of the Locations tab did not already display a location and you clicked the Add Location button, you received a non-specific error message instead of one indicating that an end date was required.

Build Deployed In:
Dependent Files:

Defect 2119963: Backend updates were applied to improve system performance when expense reports are loaded.

Build Deployed In:
Dependent Files:

Expense >> Manage/Approve Expense Authorizations


Defect 2107664: When the first row of the Locations tab did not already display a location and you clicked the Add Location button, you received a non-specific error message instead of one indicating that an end date was required.

Build Deployed In:
Dependent Files:

Expense >> Manage/Approve Expense Reports


Defect 2107666: When the first row of the Locations tab did not already display a location and you clicked the Add Location button, you received a non-specific error message instead of one indicating that an end date was required.

Build Deployed In:
Dependent Files:

Time >> Approve Timesheet


Defect 2065628: Timesheet lines deleted from a previous period displayed when you reopened the timesheet.

Build Deployed In:
Dependent Files:

Defect 2117609: When you launched an approval task but only updated the Notes tab before saving (that is, you had not approved or rejected the timesheet), the task was removed from your home dashboard.

Build Deployed In:
Dependent Files:

Time >> Change Timesheet Status


Defect 1949853: When a supervisor rejected a Processed timesheet at the same time as the employee corrected it, the timesheet status changed to Rejected, but the button did not change from Correct to Undo Correct.

Build Deployed In:
Dependent Files:

Time >> Daily Floor Check


Defect 2076474: When you executed Floorcheck Get Result, Costpoint populated the Report Results screen twice.

Build Deployed In: cp82_te_tmrflrchk_001.zip cp82_te_tmrtsstatus_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Defect 2080631: When the name of a timesheet class included an apostrophe, a system error occurred, and you were logged out after you ran the report.

Build Deployed In: cp82_te_tmrflrchk_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Time >> Export Timesheets


Defect 2078518: Some deleted timesheet lines remained open following export, which prevented the status from updating to Processed.

Build Deployed In: cp82_te_tmpexportts_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Time >> Interim Timesheets


Defect 2078931: The Find fields were removed because they're not supported.

Build Deployed In: cp82_te_tmrinterimts_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Time >> Manage/Approve Timesheets


Defect 2082511: When you filtered for a selected Timesheet Class, the count for Missing included timesheets that did actually exist.

Build Deployed In: cp82_te_tmmtimesheet_approve_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Time >> Resource Schedules/Leave


Defect 2038676: After you selected the Apply two column layout button, the last letter "e" of the Request Leave button was cut off.

Build Deployed In: cp82_te_tmmmgrworksch_001.zip cp82_te_tmmemplworksch_001.zip cp82_te_cmnlib_workschedulelib_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Time >> Timesheet


Defect 2066834: The task to sign a timesheet was not removed after you resigned it.

Build Deployed In:
Dependent Files:

Defect 2073019: 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.

Build Deployed In:
Dependent Files:

Defect 2095718: 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.

Build Deployed In:
Dependent Files:

Defect 2097988: The error message associated with a work assignment did not adequately indicate that issue was related to the ending date of the charge line and not the work assignment itself.

Build Deployed In:
Dependent Files:

Defect 2099605: For work assignment charges, the timesheet line query was missing several columns for sorting.

Build Deployed In:
Dependent Files:

Defect 2105903: Because the warning message associated with a Pre-Save stored procedure displayed at the same time as the error message, you were unable to make the correction before it opened.

Build Deployed In:
Dependent Files:

Defect 2115164: When you timed out at 11:59 AM, it immediately changed to 1:00 PM when you selected a different field.

Build Deployed In:
Dependent Files:

Time >> Timesheet Classes


Defect 2099856: You were able to save the 1st and 2nd maximum break hours with the same value in Timesheet Classes without receiving an error.

Build Deployed In: cp82_te_tmmtsclass_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Time >> Timesheet Reminder


Defect 2105065: After you switched to interactive email, the USER_ID was passed instead of the e-mail address.

Build Deployed In:
Dependent Files:

Time >> Timesheets by Charge


Defect 2063180: After you had printed the report, the value you entered in the Filter field was cleared and you received an error message.

Build Deployed In: cp82_te_tmrtschrg_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Time >> Work Schedule


Defect 2110020: When you requested more than 15 days of PTO, the approval task did not display on the Home Dashboard or My Desktop.

Build Deployed In:
Dependent Files:

Time >> Workflow Events


Defect 2072040: After you updated a queried record, "Find is not supported" was displayed on the Resource Notifications subtask.

Build Deployed In: cp82_te_tmmevents_001.zip
Dependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Security Enhancements

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


Database Changes

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.


Other Links

Online Help

Costpoint Information Center (CIC)

Costpoint Cloud Information Center (CCIC)


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