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:

• Patch dbc_820_11331

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:

• The application disables and sets to zero all the fields in the COVID-19 Paid Sick Leave and FMLA group box if the payroll year is 2024 or later.

• A new report layout will be applied if you generate the report for 01/01/2024 or later. Previous report layouts are retained for generating reports prior to 2024.

Attention: For more information, refer to:

• Draft Form: https://www.irs.gov/pub/irs-dft/f941--dft.pdf

• Draft Instructions: https://www.irs.gov/pub/irs-dft/i941--dft.pdf

This enhancement requires the following:

• cp82_prrfdtax_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

A new code II for box 12 was added for reporting Medicaid waiver payments not included in box 1 of the W-2, under IRS Notice 2014-7.

Attention: For more information, see: http://www.irs.gov/pub/irs-pdf/iw2w3.pdf

 

Manage W-2s (PRMW2)

You can now select code II (Medicaid waiver payments excluded from gross income under Notice 2014-7) from the Code field on the Box 12 subtask.

 

Manage W-2Cs (PRMW2C)

You can now select code II (Medicaid waiver payments excluded from gross income under Notice 2014-7) from the Previously Reported Code and Correct Information Code fields on the Box 12 subtask.

 

Print W-2s (PRRW2)

The application prints box 12 code II if this code is listed in the employee’s W-2/W-2c.

 

Print W-2 Summary Report (PRRW2R)

The application prints box 12 code in the following reports if the code is listed in the employee’s W-2/W-2c:

• Box 12 – Code II in the W-2 Summary Report.

• Box 12 – Code II (Previously Reported) in the W-2c Summary Report

• Box 12 – Code II (Corrected) in the W-2c Summary Report

Costpoint now provides employers the option to display the 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 checkbox 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 selected 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:

• Display the latest W-2c corrected amount instead of the original W-2 amount on the screen and when printing W-2 Data (Print W-2 Data button).

• Print the latest W-2c corrected amount instead of the original W-2 amount.

• Display an information message if Form W-2c has been included in the download and/or email.

 

Print Data Dictionary Report (SYRDD)

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

 

This enhancement requires the following:

• cp82_aomesscs_001.zip 

• cp82_esmelecw2_001.zip

• cp82_dbc_820_11338_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

 

1095-Cs (ESM1095C)

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

• Select the 1095-C year to display.

• View 1095-C information.

• Download and/or send via email 1095-C information in portrait format, if allowed by Benefits administrators.

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 checkboxes:

Field	Description
Allow employees to download and email 1095-Cs in portrait format	Select this checkbox to allow employees to download and/or send via email their copies of Form 1095-C in portrait format from the 1095-Cs screen.
Truncate Payee Identification Numbers (Employer and Employee)	Select this checkbox if the Employer Identification Number (EIN) and Employee's Social Security Number (SSN) should be truncated on the printed 1095-C.

 

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:

• ALLOW_1095_PRNTEMAIL_FL: Allow employees to download and send via email 1095-Cs in portrait format

• ACA_TPIN_FL: Truncate Payee Identification Numbers (Employer and Employees)

 

This enhancement requires the following:

• cp82_aomesscs_001.zip

• cp82_esm1095c_001.zip

• cp82_dbc_820_11325_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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:

• Patch dbc_820_11331

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:

• Number of employees that do not work remotely

• Number of remote employees located within California

• Number of remote employees located outside of California

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:

• Number of employees that do not work remotely

• Number of remote employees located within California

• Number of remote employees located outside of California

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

• U10 - Unknown Race/Ethnicity, Known Male

• U20 - Unknown Race/Ethnicity, Known Female

• U30 - Unknown Race/Ethnicity, Known Non-binary

• UU - Unknown Race/Ethnicity, Unknown Sex

 

Manage Employee Salary Information (LDMEHIS)

The following field has been added on the HR Information tab of the Manage Employee Salary Information screen:

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: This is a non-remote employee assigned to a California establishment during the snapshot period. This is the default value. Remote employee located within California: This is 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: This is 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:

• Salary Details subtask of the Manage Employee Information screen

• View Salary Information screen

 

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:

• EMPL_LAB_INFO

• EMPL_LAB_INFO_ADT

 

This enhancement requires the following:

• cp82_cmnlib_ldmeinfolib_001.zip 

• cp82_ldmehis_001.zip 

• cp82_ldmeinfo_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

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.

• If you created a local tax, you must update the existing Colorado FAMLI record on the Manage Local Taxes screen and select Gross Pay instead of SUTA Subject Wages on the Tax Based On field. You can also enter a new local tax that is calculated on gross pay. You may exclude pay types from the subject wages by entering that pay type on the Local Taxes subtask of the Manage Pay Type Taxability screen. Severance pay types will have to be excluded from subject wages.

• If you created a deduction, you must update the existing Colorado FAMLI deduction on the Manage Deductions screen and select PCTGRS in the Computation Method field. You can also enter a new deduction. You can exclude any pay types from the subject wages by entering them on the Manage Deduction Modify Codes screen. Severance pay types will have to be excluded from subject wages.

 

This enhancement requires the following:

• cp82_ldppfml_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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:

• cp82_prpsmm_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

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

This enhancement requires the following:

• Patch dbc_820_11312

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:

• The withholding formula now uses three tax brackets of 4.4%, 4.82%, and 5.7%, instead of the four used in 2023.

• The state standard deduction amount depends on the state allowances (Credit Amount) claimed.

• The standard deduction amounts increased to $14,600 or $29,200 annually, up from $13,850 or $27,700.

 

Manage State Standard Deductions (PRMSSD)

• HR/Payroll Administrators can now base the standard deduction amount on the state Credit Amount assigned to the employee in Manage Employee Taxes.

• The following field was added to the screen:

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:

• Apply the standard deduction using the employee’s state credit amount as basis.

• Deduct the employee’s state credit amount from the annualized state tax liability.

 

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:

• Apply the standard deduction using the employee’s state credit amount as basis.

• Deduct the employee’s state credit amount from the annualized state tax liability.

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:

• Manage State Taxes (PRMSTI)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Tax Tables (PRMSTT)

 

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:

• Added new HEAD OF HOUSEHOLD filing status

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

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

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

 

This enhancement requires the following: 

• cp82_cmnlib_cpcpr_001.zip 

• cp82_dbc_820_11301_001.zip 

• cp82_dbc_820_11311_001.zip

• cp82_prmerf_001.zip

• cp82_prmssd_001.zip 

• cp82_prmptf_001.zip

• cp82_prpavck_001.zip

• cp82_prprcomp_001.zip

• cp82_prpppcls_001.zip

• cp82_prqerf_001.zip

• cp82_prqptf_001.zip

• cp82_prrfdtax_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

You can now 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:

• Contact Name

• Telephone Number

• Ext

• Reporting ID/UI Account Number

 

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:

• cp82_prmsmm_001.zip

• cp82_prpsmm_002.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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:

• The application will populate Part III (covered individuals) for New Jersey employees working for non-self-insured employers. Parts I, II, and III will be created for new employees.

• Costpoint populates the FED_EXCLUDE_PART3_FL field on the HB_1095C_COVERED tables to indicate that Part III has been populated for a New Jersey employee for a non-self-insured employer.

 

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

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

• The application can now generate the pipe-delimited file layout for New Jersey employees. For the federal file, the application will not include any Part III data for NJ employees whose employers are not self-insured.

• You can now select New Jersey from the State drop-down list in the Government Agency group box.

 

Manage 1095-C Data (HBM1095C)

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

• Part III (covered individuals) is now fully editable for NJ employees with non-self-insured employers, if applicable.

• The Part III – Covered Individuals subtask includes a new checkbox.

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.

• The following message displays for New Jersey on the Part III – Covered Individuals subtask: “Part III data should not be added for non-self-insured employer plans unless the reporting state is New Jersey.”

 

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:

• cp82_dbc_820_11300_001.zip

• cp82_hbm1095c_001.zip

• cp82_hbr1095c_001.zip

• cp82_hbp1094c_001.zip

• cp82_hbp109xc_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

• Subject Wages and Excess Wages to the existing report

• Quarter field as a parameter in the Selection Ranges group box

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

• Payroll Year Option

• Taxable Entity Option

This enhancement requires the following:

• cp82_prrlcwh_001.zip

• cp82_dbc_820_11333_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

The Employer’s Guide to Wage Report and Payment File Specifications has been updated, and the following are the changes in the March 2024 edition of the Employer EFW2 Format from the October 2023 edition:

• Employer FEIN has been added to the RE record, location 19-27, and tagged as a required field.

• All instances of “Employer ID” have been renamed to “10-digit NCDES employer ID”.

• The following fields are no longer tagged as required:

• RW 199-209 OOS Wage Amt

• RW 338 12th of the Month – Month 1

• RW 339 12th of the Month – Month 2

• RW 340 12th of the Month – Month 3

Attention: For more information, see: Employer’s Guide to Wage Report and Payment File Specifications (March 2024).

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now reports the employer FEIN in positions 19-27 on the RE Record.

 

Manage SUTA Tax File Data (PRMSMM)

Reporting ID/UI Account Number field can now accommodate up to 10 digits for North Carolina.

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 payroll tax is 0.44% of an employee’s covered wages or 0.11% of a self-employed individual’s self-employment income.

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

• Employers may deduct one quarter of the tax, or 0.11%, from employees’ wages.

• Employers are responsible for withholding the employees' share.

• Under the bill, the tax applies to employers that are required to withhold Vermont income tax from employee wages and to employees who have Vermont income tax withheld from their wages.

• Employers must remit the tax to the state tax department using the same requirements as Vermont’s income tax, including the time and manner of payment.

• Wages subject to federal income tax withholding are subject to the tax.

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

2. 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.

3. 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.

4. 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

2. 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.

3. 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.

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

 

This enhancement requires the following:

• cp82_prmlti_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

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

This enhancement requires the following:

• Patch dbc_820_11312

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:

• cp82_dbc_820_11301_001.zip

• cp82_dbc_820_11372_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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:

• A new Field 91 has been added to all ET records.

• The new Field 91 will be populated with the employee’s job title description in the SUTA record.

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:

• cp82_prpextax_001.zip

• cp82_prpsmm_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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 a future Costpoint 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:

• Majority (at least 51%) owned, operated, managed, and controlled by an LGBT person or persons who are either U.S. citizens or lawful permanent residents

• Exercises independence from any non-LGBT business enterprise

• Has its principal place of business (headquarters) in the United States

• Has been formed as a legal entity in the United States

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

View the enhancements applied to the affected domains in the following sections.

 

 

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: 

• LGBTQ+ Owned: Select this checkbox if the subcontract requires vendors that are LGBTQ+ owned. 

• CMMC Level: Select the Cybersecurity Maturity Model Certification (CMMC) level assigned to the vendor. Valid options are:

• None

• 1: Performed processes, basic cyber hygiene practices

• 2: Documented processes, intermediate cyber hygiene practices

• 3: Managed processes, good cyber hygiene practices

• 4: Reviewed processes, proactive cyber hygiene practices

• 5: Optimizing processes, advanced/progressive cyber hygiene practices

• Refresh from AP: Click this button to update the data in the Business Classification Requirements group box and NAICS (primary) field with information from the Manage Vendors screen. This button is disabled for new and cloned/copied subcontract records or when the subcontractor associated with the subcontract record is a prospective vendor.

The update is one way only. 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. 

• Last Vendor Sync: This field displays the date when information was last retrieved from Manage Vendors and reflected in Manage Subcontracts. 

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 has also been 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:

• Contents of the Manage Subcontracts Screen

• Subcontract Info Tab of the Manage Subcontracts Screen

 

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 stores 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 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 lines, 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.

 

 

Create Purchase Orders (PPPGPO)

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

• A new PO line is created for a new PO.

• A new release is created for an existing blanket order.

• A new PO line is created for an existing PO/release.

 

Print Purchase Order 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:

• A new PO line is created for a new PO.

• A new release is created for an existing blanket order.

• A new PO line is created for an existing PO/release.

• The vendor on the PO header is changed/updated for an existing PO/release.

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.

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

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.

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:

• Projects » Subcontractor Management » Subcontractor Invoices » Manage Subcontractor Invoices

• Accounting » Accounts Payable » Voucher Processing » Manage Purchase Order Vouchers

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.

In addition, when you process 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.

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

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

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

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

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

The following Costpoint 8.2.12 features include the option to opt-in:

• Allowing Prospective Vendors in Subcontracts

• Subcontract and Contract Modification Totals

• Automatic Purchase Order (PO) Reservation Creation

• Minor Timesheet Enhancements

• Project Workforce Start and End Dates by Employee/Vendor/Vendor Employee

• LGBTQ+ Business Classification and Vendor-Subcontractor Integration

• Manual Invoice Number Editing for Subcontractor Invoices

• Change Government Furnished Material (GFM) to Furnished Material (FM)

• Revaluation Settlement

• Quick Entry Expense Report

• Supplier Portal Invoice Status and Payment Information

The following Costpoint features were previously Opt-In for the 8.2.8 release and are now enabled for all users in the 8.2.12 release: 

• Add Costpoint AI Flag to SYMSETNG

• CRM/Contracts Hyperlinks Additions and Updates

• Use Planning Project budget/EAC information in Projects PSR

• Populate CP GL budgets from BP Org Budgets

• Home Dashboard Timesheet Hours

• Allow query by employee status in Employee Salary Info

• Pass User ID when sending E-mail

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

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

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

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

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint Accounting now offers a streamlined solution for managing your revaluation process. The challenge of addressing unending revaluations from foreign currency transactions that still have remaining amounts in functional currency due to exchange rate fluctuations is now eliminated through the addition of the new Revaluation Settlement screen.

Through this enhancement, you can make a final settlement for any remaining functional amounts from multicurrency transactions and enter them to your gains or losses account to exclude them from the calculations on your future balance sheet revaluation cycles.

Note: Watch this video to learn about the highlights of this feature: Revaluation Settlement.

Multiple changes have been applied to the Accounting domain to support this enhancement.

 

Revaluation Settlement (GLPBSSTL)

The new Revaluation Settlement screen has been added in Accounting » General Ledger » Journal Entry Processing » Revaluation. 

Use this screen to enter, view, manage, and post settlement journal entries for multicurrency transactions that have been paid in foreign currency but have remaining amounts in functional currency that result from exchange rate fluctuations and balance sheet revaluation processes.

You must select available foreign currency transactions that offset each other and have a net balance of zero (0) when totaled and add them to the Settlement Journal. Once you add offsetting transactions to the journal, any remaining amount in functional currency will be posted to your realized gains or loss account as a final settlement entry and will no longer be included in the calculation when you run a balance sheet revaluation process in the future.

You can create settlement entries any time, but you can post them only if there are no unposted balance sheet revaluation entries. 

You can print the Settlement Journal and Settlement Detail report and post the settlement journal entry in one action by selecting the Print and Post Settlement Journal option on the Default Action drop-down list. If you select this option, Costpoint inserts the data from the Settlement Journal to the RPT_BSR_TABLE, JE_TRN_HS, GL_POST_SUM, and GL_DETL database tables.

You can also opt to only view or print the journal and the detail report without running the posting process by clicking the Preview and/or Print buttons on the Global Toolbar.

The Revaluation Settlement screen has the Revaluation Settlement and Filtering Criteria sections, the Available Transactions and Settled Transactions table windows, and the Settlement Journal subtask.

 

Revaluation Settlement

Use this section to enter the posting parameters for the settlement entry. 

You can use the Fiscal Year and Period fields to specify in which fiscal year and period to post the settlement entry. 

The Processing Options for Posting group box contains options for the offsetting account, offset organization, and the revalue organization.

The Settlement Number field displays an 11-digit system-generated identification number for the settlement entry. It follows the format <YYYY><PP><NNNNN>, where the first four digits correspond to the fiscal year, the fifth and sixth digits correspond to the period, and the remaining digits is the system-assigned journal entry number.

 

Filtering Criteria

Use this section to configure which records you want to display in the Available Transactions table window. Enter or select values in the following fields to set the filtering criteria:

• Account (except accounts that are entered on the Exclude Accounts from Create Revaluation Entry screen)

• Currency (foreign transaction currencies that are different from your functional currency)

• Organization

• Transaction Date > (Costpoint retrieves records dated after the value you enter in this field and were posted in a fiscal year that is earlier or equal to the value you entered in the Fiscal Year field of the Revaluation Settlement section.)

• Project

After you enter the filtering criteria, click the Execute button on the Global Toolbar to populate the Available Transactions table window.

Note: The Filtering Criteria section displays the Reverse checkbox and the Settlement Number to Reverse field. However, the ability to reverse a posted settlement is still under development and will be available in a future Costpoint release.

 

Available Transactions

This table window displays transaction records pulled from the GL_DETL table based on the parameters you set in the Filtering Criteria section.

Use this table window to select offsetting transactions with matching currencies which when totaled, result in a zero net (0) transaction amount, and add them to the Settled Transactions table window.

You can highlight multiple records by holding the CTRL key while clicking the corresponding checkbox for each record.

You can repeatedly modify the filtering criteria to display different result sets in this table window, but each result set can display only one currency at a time. 

It has the following buttons and fields:

Field	Description
Query	Click this button to set additional filters or sorting criteria for the records displayed on the table window.  The parameters you set in the query do not override the parameters in the Filtering Criteria section.
Select	Click this button to add the highlighted records to the Settled Transactions table window.
Account	This field displays the value you entered in the Account field of the Filtering Criteria section.
Org	This field displays the organization assigned to the transaction.
Project	This field displays the project assigned to the transaction.
FY	This field displays the fiscal year to which the transaction is posted.
Period	This field displays the period to which the transaction is posted.
Description	This field displays the transaction description.
Func Amt	This field displays the transaction amount in your functional currency.
Tran Amt	This field displays the transaction amount.
Tran Currency	This field displays the transaction currency. The result set displays only transactions with the same currency at a time.

 

Settled Transactions

Use this table to review the offsetting transactions you selected in the Available Transactions table window and add them to the Settlement Journal. The fields in this table window are identical to the fields in the Available Transactions table window except for the Add to Settlement button.

Once you have reviewed all the transactions, click Add to Settlement to enter the offsetting records in the Settlement Journal. 

You have the option to add the records in separate groups, provided that the journal entry for the settlement transaction you are modifying has not been posted. In addition, a single Settlement Number can have offsetting transactions in different currencies, but you can add only transactions with the same account/org/currency combination per group, and the total Tran Amt per currency must be zero.

To add more offsetting records, query the Settlement Number of the entry you want to modify on the Revaluation Settlement section. 

You can add transactions to the Settlement Journal only if the value of the Balance (Tran) field is zero, the value of the Balance (Func) field is not zero, and there are no unposted settlement entries. Otherwise, an error message displays.

After you add offsetting transactions to the journal, click the Settlement Journal subtask to view the details of the settlement.

 

Settlement Journal

The Settlement Journal subtask displays detail records of a settlement transaction.

It displays the original offsetting records that you added from the Settled Transactions table window and also displays the settlement record that is posted to your gain/loss account in your functional currency. 

The original offsetting records will have the journal code of the transaction screen where it was entered while the settlement entries will have BSR as its journal code.

It has the following fields:

Field	Description
Query	Click this button to set additional filters or sorting criteria for the records displayed on the subtask.
Settlement Number	This field displays the settlement number of the journal to which the record is added.
Account	If the Journal Code is BSR, this displays the Offsetting Account you selected in the Processing Options for Posting group box. Otherwise, this field displays the account assigned to offsetting transaction.
Org	If the Journal Code is BSR, this displays the Offset Organization or the Revalue Organization you selected in the Processing Options for Posting group box.   Otherwise, this field displays the organization assigned to offsetting transaction.
Project	This field displays the project assigned to the offsetting transaction.
FY	If the Journal Code is BSR, this field displays the Fiscal Year you entered on the Revaluation Settlement section. It identifies the fiscal year to which settlement entry is posted. Otherwise, this field displays the fiscal year to which the offsetting transaction is originally posted.
Period	If the Journal Code is BSR, this field displays the Period you entered on the Revaluation Settlement section. It identifies the period to which settlement entry is posted. Otherwise, this field displays the period to which the offsetting transaction is originally posted.
Subperiod	If the Journal Code is BSR, this field displays the Subperiod you entered on the Revaluation Settlement section. It identifies the subperiod to which settlement entry is posted. Otherwise, this field displays the subperiod to which the offsetting transaction is originally posted.
Journal Code	This field displays the journal entry code of the transaction screen where the record was created.  For settlement records, this field displays BSR.
Description	If the Journal Code is BSR, this field displays Settlement Revaluation or Settlement Reversal. Otherwise, this field displays the original offsetting transaction description.
Func Amt	This field displays the transaction amount in your functional currency.
Tran Amt	This field displays the transaction amount.
Tran Currency	This field displays the transaction currency.
Gain/Loss Amt	This field displays remaining amount from the offsetting transactions in your functional currency.
BSR Currency	This field displays the settlement currency.
Group No	This field indicates the group identification number to which a record is included when it was added to the Settlement Journal.

 

Delete Settlement Journal

Use this subtask of the Settlement Journal subtask to delete an entire Settlement Journal or a group of records in the journal. This functionality works only for unposted journals.

When you delete a group, the deleted Group No. can no longer be reused for that Settlement Journal. When you enter a new group, Costpoint iterates the last used group number and assigns it to the new group.

Note: The feature for reversing posted settlements is under development and will be available in a future Costpoint release.

 

Manage Journal Entries (GLMJE)

The new BSR Tran Currency field has been added to the JE Details table window to allow you to enter the currency that will be used for revaluation when you create a new manual BSR journal entry. 

If you view settlement entries posted through the Revaluation Settlement screen, this field also displays the currency of the offsetting transactions for that settlement. However, if you view BSR entries processed on the Create Revaluation Entry screen, the BSR Tran Currency field is blank.

Note: The feature for reversing posted settlements is under development and will be available in a future Costpoint release.

The BSR Tran Currency field displays only if the Type in the Identification group box is set to Balance Sheet Revaluation.

 

Post Journal Entries (GLPJE)

Updates have been applied to this screen to complement the addition of the BSR Tran Currency field on the Manage Journal Entries screen.

When you post BSR entries, this screen now inserts the BSR Tran Currency to the JE_TRN_HS, GL_DETL, and RPT_BSR_TABLE database tables.

 

Reverse Posted Journal Entry (GLPREVJE)

This screen has been enhanced to prevent the reversal of BSR entries that were created on the Revaluation Settlement screen.

Note: The feature for reversing settlement entries is under development and will be available in a future Costpoint release.

 

Manage System Assigned JE Number (GLMJENUM)

The Journal Code drop-down list on the Details table window now includes the STL option to allow you to manually set up the last system number that can be assigned to a settlement entry for a given fiscal year/period combination.

Although you can enter a maximum length of nine digits, we recommend that you enter only a maximum of five digits for the STL journal code. If you enter more than nine digits, an error displays on the Revaluation Settlement screen.

If you did not set up the last system number for settlement entries and you enter a settlement transaction on the Revaluation Settlement screen, Costpoint automatically sets up an STL record on the Details table window for the fiscal year/period combination of the first settlement transaction. 

 

Manage Accounting Periods (GLMPD)

The Journal Entry Status table window now includes the STL code to enable you to post settlement entries for a given fiscal year/period or fiscal year/period/subperiod combination.

If you set the status of the STL code to Not Available, you will not be able to enter a Last System Number for the STL journal code on the Manage System Assigned JE Number screen. However, you will still be able to enter and post settlement entries on the Revaluation Settlement screen.

 

Manage Subperiods (GLMSUBPD)

The Journal Entry Status table window now includes the STL code to enable you to post settlement entries for a given fiscal year/period/subperiod combination.

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 a future Costpoint 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.

 

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 has been 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.

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

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 has also been 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 Vendor Record Status field 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:

• Subcontractor/Vendor ID (in the header and in the Subcontract Inquiry Details group box): This field now accommodates up to 32 characters.

• In Form view, some fields have been rearranged so that the new Vendor Record Status field is adjacent to the Subcontractor/Vendor ID field.

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.

Several updates have been made to the Smart Summary report in Manage Contracts to enhance user experience and provide more interactive features.

New features enable you to do the following:

(1) Use the like and dislike buttons to provide instant feedback on the generated smart summary report. Your feedback helps improve the accuracy and relevance of the smart summaries.

(2) Share, send via email, and copy the smart summary.

(3) Directly open a chat with Ask Dela, Deltek’s AI assistant, and ask a variety of questions, from simple requests for information to more detailed inquiries about contracts, projects, or any other areas in Costpoint that you have permissions for. For additional information on the AI assistant, see Ask Dela in the Costpoint Online Help.

(4) Close the smart summary popup screen.

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

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:

• Contract Value Modifications Amount

• Contract Value Modifications Current Cost

• Contract Value Modifications Current Fee

• Funding Modifications Amount

• Funding Modifications Current Cost

• Funding Modifications Current Fee

Ask Dela has been updated with the following enhancements:

• Store Chat History: You can revisit your previous chat history, which is securely stored in your browser and accessible only to you. In addition, administrators can enable the Clear chat history on logout option on the Dela tab in Corporate Settings on the Configure System Settings screen. This setting ensures that chat histories are cleared for all users upon logging out.

• Updated UI: The latest update to Ask Dela introduces new functionality, enhancing your user experience with a clearer and more intuitive interface. Features now include full drag-over-the-screen capability, automatic generation of subject titles for conversations, and the ability to rename chats by double-clicking the title or using the three dots next to it. In addition, responses can now include images or icons that link to the relevant application.

• Focus Mode: Use the new focus mode to bring the chat window to the center of the screen as a full-sized application. This feature is designed to help you concentrate on your chat experience, especially when working with large amounts of text.

• Enter Time: View timesheet data or enter time using free-form text commands.

• Assistant Settings: Click the gear icon in the chat window to choose the Ask Dela icon location and adjust the font size.

• Dark Mode: Ask Dela is now compatible with Costpoint's Dark color theme.

When a posting process is running, such as Post Bills, the option to cancel it in the progress meter becomes disabled once the process starts updating core general ledge tables. This change does not affect the Manage Job Queues and View Action Status applications, which still allow users to cancel at any time during the process. This enhancement is intended to minimize the chances of user error around canceling critical posting applications.

Costpoint can now be seamlessly integrated with MS Teams, providing a range of value-added benefits:

• Receive notifications from Costpoint on MS Teams, which works on both laptops and mobile devices, instead of or in addition to emails. 

• Enter your timesheet through MS Teams on your phone. The same Interactive Email functionality for entering and signing timesheets and approval workflows also works on MS Teams as interactive messages.

• The Costpoint MS Teams app is fully integrated (SSO) with Dela, Deltek AI, allowing you to ask questions and issue commands to Costpoint directly from MS Teams. For instance, you can say "enter time" to view your interactive timesheet card.

Below are some additional details about the Costpoint MS Teams app:

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 get only 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 Dela, you can access these cards directly from Teams. Below are a few examples of commands that you can use to interact directly with Costpoint (Ask Dela can understand different ways of phrasing these commands.):

• "Enter time" or variations of this command to enter your timesheet. 

• "Sign timesheet" or similar commands to sign your timesheet.

• "Show my timesheet" or related commands to display your timesheet.

• "Show my approval tasks" or similar commands to view your approval tasks.

AI Capabilities: The Costpoint MS Teams app seamlessly integrates with Ask Dela, 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 Ask Dela in Costpoint. 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 Teams app.

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, click the Dela tab, and select Disable AI for MS Team Integration.

Configuration: Detailed setup information is available in Appendix H 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 MS Teams 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 Costpoint MS Teams app 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.

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.

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

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

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

 

Configure Purchasing Settings (POMSET)

You can now create requisition/purchase order reservations when the Allow Auto-creation of Reservations for Purchase Orders and Allow Auto-creation of Reservations for Requisitions checkboxes are selected.

 

Manage Purchase Requisitions (PPMNTRQ1)

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

The same changes apply to the following:

• Apply PO Info to Purchase Requisitions (PPMNTRQ2)

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

 

Approve Purchase Requisitions (PPMRQAPX)

A new Components subtask has been added to the screen to display components information for the requisition/purchase order and view which components will be reserved. Once you approve 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)

You can now create requisition/purchase order reservations by enabling reserve components by selecting the Reserve Components checkbox. A new Components subtask has been 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 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)

A new PO Reservations subtask has been added to the screen under Purchase Order Lines. Use this subtask to display reservation lines linked to the PO and PO line. There is also a PO Issues subtask that displays issue details for the PO.

 

Set Up Company (SYPCOMP)

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

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

This feature changes Government Furnished Material and Equipment to be more generic as Furnished Material and allows you to indicate a furnished material type on the Inventory Abbreviation on the Manage Inventory Projects screen. There are two system-provided, furnished material types of Government and Customer, but you can define additional types on the new Manage Furnished Material Types (INMFMTYP) screen.

 

Manage Inventory Project (INMPROJ)

The Government Furnished Materials label has been changed to Furnished Material. In Account Type, when Furnished Material is selected, the new Furnished Material Type field becomes active and has the following Lookup options:

• Customer

• Government

Existing Inventory Abbreviations with Account Type G or Furnished Material (previously Government Furnished Material) will automatically have the Furnished Material Type set to Government. You can change this if needed.

 

Manage Furnished Material Types (INMFMTYP)

You can access this new application under Materials » Inventory » Inventory Controls. The application has the following fields/columns:

• Furnished Materials Code: This is the furnished material code.

• Furnished Materials Description: This is the description of the furnished material.

When you select the Furnished Material inventory account type during the inventory abbreviation set up, the Furnished Material Type field is enabled, and you can select from the Lookup option (Government and Customer) or add custom values in the application.

The following are other changes related to this feature.

App Name/ID	Changes
Configure Purchase Requisition Settings (PPMRQSET)	The GFM Inv Abbrev checkbox has been renamed to FM Inv Abbrev checkbox. This is to allow separate grouping for furnished material (FM) or furnished equipment (FE) requisition lines from non-FM/FE requisition lines.
Approve PO Invoices (POMAINVC) View Item Purchasing Information (MEQITEM) Manage Proposal BOM Cost Estimates-Indented (MEMPRPLI) Manage Proposal BOM Cost Estimates-Summarized (MEMPRPLS)	The Query/Find condition for the PO Type field option GFM/GFE Order has been renamed to Furnished Material Order.
Import Purchase Orders (AOPUTLPO)	On the PO Header Record Format, GFM/GFE Order (G) has been renamed to Furnished Material Order (G).
Manage Purchase Orders (POMMAIN)	The GFM/GFE Order option in the Type drop-down list has been renamed to Furnished Material Order.
Manage Purchase Requisitions (PPMNTRQ1) Apply PO Info to Purchase Requisitions (PPMNTRQ2) Apply PO Info to Purchase Requisitions by Line (PPMRQLN)	On the Assign PO-Combined, Assign PO, and PO Details subtasks, the Find condition for the PO Type option GFM/GFE Order has been renamed to Furnished Material Order. In addition, the FM Type column is now included in the Inv Abbrev Lookup.
Approve Pending Purchase Orders (POMSTAT) Manage Purchase Order Receipts (RCMPORC)	The Find/Query condition for the PO Type option GFM/GFE Order has been renamed to Furnished Material Order.
Expedite Purchase Orders (POMEXPD)	In the Select PO Type group box, the GFM/GFE Order checkbox has been renamed to Furnished Material Order.
Manage Purchase Order Expediting Notes (POMEXPN) Create Purchase Order Change Orders (POMCHNG) Print Purchase Orders (PORPPO) View Item Purchasing Information (POQITEM) View Purchase Order Change Orders (POQCHNG) Reconcile Purchase Orders (POPRECON) Manage Buyers (POMBUY)	The Query Condition for the PO Type option GFM/GFE Order has been renamed to Furnished Material Order.
Configure Materials Requirements Planning Settings (MRMSET)	In the Default MRP Action Message Types group box, the GFM Planned Order checkbox has been renamed to FM Planned Order.
Manage MRP Action Message (MRMACTM) Manage Master Production Schedule Action Messages (MSMACTM)	In the Select Message Types group box, the GFM Planned Order checkbox has been renamed to FM Planned Order.
Manage Master Production Schedules (MSMMPS)	On the Action Message subtask, in the Action Message Details group box, GFM Planned Order has been renamed to Furnished Material as Message Type.
Print Master Production Schedule Action Message Report (MSRACTM)	In the Include Message Types group box, the GFM Planned Order checkbox has been renamed to FM Planned Order.
Manage Purchase Order Vouchers (POMPOVCH) Load Supplier Portal Last Action (POPLDACT) Load Purchase Order Org IDs (POPLDORG) Print Purchase Order Register Report (PORREG)	The PO type GFM/GFE Order has been renamed to Furnished Material Order.
View Purchase Order Status (RCQSTAT) View Purchase Order Status (POQSTAT)	In the PO Type group box, theGFM/GFE Order checkbox has been renamed to Furnished Material Order. Also, the Query condition for the PO type option GFM/GFE Order has been renamed to Furnished Material Order.
Create Physical Counts (INPPHYS)	In the Select Inventory Account Types group box, the Government Furnished Material checkbox has been renamed to Furnished Material.
Manage Subcontractor Invoices (SMMMINVC) Approve Subcontractor Invoices (SMMAINVC)	The Query condition for the PO Type option Government Furnished Material has been renamed to Furnished Material.
Expedite Manufacturing Orders (PCMMEXPD) Manage Manufacturing Orders (PCMMOMNT)	On the Allocations subtask, the Find condition for the Account Type option Government Furnished Material has been renamed to Furnished Material.
Manage Detailed Part Schedule (MRMDTPT)	On the Action Messages subtask, the Query condition for the Message Type option GFM Planned Order has been renamed to FM Planned Order.
View Summary Part Availability (MRQSPA)	On the Projects subtask, the Account Type Find condition option GFM has been renamed to Furnished Material.
Expedite Manufacturing Orders (MRMMEXPD)	On the Allocations subtask, the Account Type Find condition option GFM has been renamed to Furnished Material.
Enter Issues to Project/Account/Org or PO (INMPAISS)	The Expense Inv Abbrev/From Inv Abbrev Lookup now has an FM Type column.
Manage PO/Req Inventory Reservations (INMPORSV)	The From Default Inv Abbrev Lookup now has an FM Type column.
Manage Inventory Request (INMRQST)	The Inv Abbrev Lookup now has an FM Type column.
Manage Inventory Reservations (INMPARSV) Enter Quantity Adjustments (INMQTADJ) Enter Scrap Adjustments (INMSCADJ)	The From Default Inv Abbrev and Inv Abbrev Lookup now has an FM Type column.
Print MRP Action Message Report (MRRACTM)	In the Include Message Types group box, the GFM Planned Order checkbox has been renamed to FM Planned Order.
Print Manufacturing Order Report (PCRMOCST)	References to GFM in the report have been renamed FM.
Manage Purchase Order Expediting Notes (POMEXPN)	The Find/Query Condition for the Expediting Notes option GFM/GFE Order has been renamed to Furnished Material Order.
Configure Purchase Requisition Settings (PPMRQSET)	In the Requisition Grouping group box, the GFM Inv Abbrev checkbox has been renamed to FM Inv Abbrev.
Approve Purchase Requisitions (PPMRQAPX) View Item Purchasing Information (PPQITEM)	The Query condition for the PO Type option Government Furnished Material has been renamed to Furnished Material.
Import Inventory Transactions (AOPINTRN)	The error message and error condition/solution referring to GFM has been renamed to FM.
Manage Vendor Returns (RCMRTRN)	In the Line Details group box, the Inv Abbrev field Lookup now includes an FM Type column.
Manage Supplier Actions (SPMSPACT) Manage Invoices (SPMINVC)	The Find condition for the PO Type option GFM/GFE Order has been renamed Furnished Material Order.
Enter Manufacturing Order Reliefs (PCMRELMO) Compute Material Requirements (PCPMRR) Recompute and Print Discrepancies (POPDISCR) Import Purchase Requisitions (AOPRQPP) Assign Purchase Requisition Lines to Buyers (PPMBUYAL) Assign Purchase Requisitions to Buyers (PPMBUYAS) Approve Purchase Requisition Lines (PPMRQAPL) Enter Inventory Transfers (INMPAXFR)	Message texts for these applications have been revised to change references of GFM/GFE to Furnished Material.

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 displaying on the Menu:

• View Items (PDQINQ)

• Update Low-Level Codes (MRPLLC)

• View Vendor Performance (PPQVNDP)

• View Endor Quotes (PPQVQT)

• Manage Provisional Part Types (PDMPRPTT)

• Manage Provisional Part (PDMPRPT)

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
Exisitng	Product Definition	PDINQ	View Items
New	Engineering Change Notices	ECINQ	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	Materials Requirements Planning	MRPLLC	Update Low-Level Codes
New	Bills of Material	BMPLLC	Update Low-Level 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

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. 

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 a future Costpoint 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 look up 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.

 

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 Global Settings.

 

Manage Invoices (SPMINVC)

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

Whenever you enter action notes and save them, the application stores them, and an email notification is sent to the admin personnel’s email address on the 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 have been added to display the total amount paid and the total remaining balance for the purchase order.

New subtasks, Invoices and Payments, have been 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.

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:

• State Withholding (ESMSTATEWH)

• Federal W-4 (ESMFEDWH)

• Manage Employee Taxes (PRMETAX)

• Manage Employee Information (LDMEINFO) – Taxes subtask

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

• EMPL_TAX_ADT

• EMPL_TAX_MULTI_ADT

• EMPL_TAX_LOCAL_ADT

This enhancement requires the following:

• cp82_cmnlib_benefitslib_001.zip

• cp82_cmnlib_ldmeinfolib_001.zip

• cp82_dbc_820_11311_001.zip

• cp82_prqetax_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

You can now add start and end dates by employee, vendor, and vendor employee in a project workforce in Costpoint Projects. 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 in Costpoint People, updates have been made to several Costpoint applications to validate based on project workforce start and end dates.

• Create Employee Allowance Timesheets Lines (LDPADD)

• Export Data to Deltek Time and Expense (LDPDTC)

• Import Timesheets (AOPUTLTS)

• Import Timesheets from Deltek Time and Expense (LDPUPET)

• Manage Correcting Timesheets (LDMCTIME)

• Manage Employee Allowances (LDMEADD)

• Manage Employee Information – Allowance Details subtask (LDMEINFO)

• Manage Timesheets (LDMTIME)

• Recast Overtime Premium to Timesheet Lines (LDPROTP)

The General tab of the Configuration Settings application (Administration » Administration Controls) includes a new When to update BI Reporting Tables setting that provides additional control over the timing of table updates for Business Intelligence (BI).

Previously, BI reporting tables were updated when budgets or EACs were committed and when the Report Table Update Process utility was run from Administration » Administration Utilities.

This new option enables you to update the BI tables just when the utility is run, which speeds up the commit process for end-users.

Note: The new field is disabled if Update BI Reporting Tables (also located on the General tab) is selected as Off.

If the When to update BI Reporting Tables field is enabled, options include:

• Commit/Refresh Job: This is the default option. Leave it selected to update BI tables when budgets or EACs are committed and when the refresh process is run.

Note: This reflects the default behavior before the new setting was added. Therefore, no change is required if you want to continue updating tables during both commit and refresh.

• Refresh Job Only: Select this option if you want to update tables only during the refresh process.

Related to the future removal of the User Maintenance application within Planning, access to Org IDs is now instead granted to users from the Manage Security Org Rights screen (Administration » Administration Controls).

As part of this update, existing org ID assignments in the User Maintenance screen were transferred to the Organization ID column of the Manage Security Org Rights screen.

Note: All columns related to org security were removed from the User Maintenance screen.

Manage Security Org Rights also includes a new Organization Name column that displays the name associated with the org ID.

Other Changes to User Maintenance

Other updates to the User Maintenance screen include removal of the NB Admin checkbox, which was previously used to grant administrators access to all new business budgets.

Permission is instead granted from a new Admin Users screen (Administration » Administration Controls). Users added to this screen are given full access to all new business budgets.

Note: Users who were previously granted access in the User Maintenance screen were transferred to the Admin Users screen.

To improve the performance of Costpoint Planning, the EREPORT_PROJ_TREND table was converted to a virtual table (view). This was a backend update with no associated change to the user interface.

Project Budgets/EACs includes a new Period of Performance field under Project Budget Status.

This display-only field is automatically updated based on values entered in Start Date and End Date, which together represent the period of performance (POP) for the selected budget or EAC.

Each subtask now also displays Period of Performance and the related POP dates in the header area.

The Hours and Amounts subtasks in Project Budgets/EACs include a new Prev EAC column. This column displays the value of the previous EAC, but it is included only on Working status EACs.

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

Note: This update is applicable only if Workforce Rule is selected as Enforce on the Project tab of the Configuration Settings screen (Administration » Administration Controls).

This enhancement 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.

The Import Budgets/EACs from Excel application (Project Budgeting » Controls and Utilities) includes a new Budget/EAC Errors subtask.

The new subtask displays all the same details as the report that is generated after you validate and import budgets and EACs from Excel, but it provides the ability to see the report details in table format directly within the application.

If you are licensed for Subcontractor Management, unposted subcontractor labor details entered on timesheets in Time & Expense are now captured in several labor-related reports in Planning.

For example, pending labor charges now display under Hours and Amounts on the Pending Charges Detail subtask of the Pending Charges screen (Project Budgeting » Supplemental Reports), and the actual amounts are based on the subcontractor Work Assignment codes to which the hours were charged.

Besides the Pending Charges report, other reports that display pending or committed labor now also include subcontractor hours or costs by default. This includes all of the reports listed in the following table.

Module	Menu Area	Report
Organization Budgeting (Costpoint Advanced only)	Supplemental Reports	Pending Details by Org
Project Budgeting	Top Level (All Projects) Reports	Labor Analysis
	Active Level Reports	Hours Breakdown
		Raw Cost Breakdown
		Burdened Cost Breakdown
		All Cost Breakdown
	Supplemental Reports	Project Status

In addition, several other reports include a new Subcontractors checkbox. Select it to include subcontractor labor hour and cost amounts from timesheets in the following reports:

• Organization Budgeting » Supplemental Reports:

• Time Collection Hours

• Time Collection Hours – Range

Note: Organization Budgeting reports are available only in Costpoint Advanced.

• Project Budgeting » Active Level Reports:

• Time Collection Hours

• Time Collection Cost (Estimated)

Note: The checkbox also displays on the versions of the reports that are located under Supplemental Reports.

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

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.

• Manage Employee Workforce (PJMWORK)

• Manage Vendor Employee Workforce (PJMVEWRK)

• Manage Vendor Workforce (PJMVNWRK)

• Print Project Workforce Report (PJRPWF)

 

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:

• Adjust Open Billing Detail Records (BLPAOBD)

• Import Accounts Payable Multicurrency Vouchers (AOPUTLAM)

• Import Accounts Payable Vouchers (AOPUTLAP)

• Import Journal Entries (AOPUTLJE)

• Manage Accounts Payable Vouchers (APMVCHR)

• Manage Journal Entries (GLMJE)

• Manage Open Billing Detail (BLMOPEN)

• Manage Purchase Order Vouchers (POMPOVCH)

 

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.

Note: To learn more, see the Project Workforce Highlights video.

Modifed Security View to Improve Project Role Security Performance

Modifications were made to the security view that affects different areas where Project Role Security is used, such as reports in Accounts Receivable, Billing, and Projects.

Updated Menu Report Table in Version 8.2.12

The Menu Report Table has been updated in version 8.2.12 to include new objects. Notably, A/P Aging has been added to Accounts Payable. This update ensures that your Menu Report Table is always up to date with the latest features and functionalities. Further updates will be communicated as they become available.

Welcome Page with New Training Link

A new training link is available on the Costpoint BI Welcome page.

New Accounts Payable Aging Report

The new Accounts Payable Aging report is now available in Costpoint BI. This new report is associated with the existing Print Open Accounts Payable Report (APROPEN) in Costpoint Accounting » Accounts Payable and includes charts for:

• Accounts Payable aging buckets

• Top five vendors by Total Open AP with current versus overdue amount

• Top five vendors with largest overdue amount

Like other Costpoint BI reports, the AP Aging report is available in HTML, PDF, and MS Excel format. 

UEI Number and CAGE Code in the Vendor Master Report

The Vendor Master Report now includes the UEI Number and CAGE Code to match to the new fields on the Vendor Address Line level of the Manage Vendors screen.

Enhanced Accounts Payable BI Package

New fields were added to the Vendor Address namespace in the Accounts Payable package in Costpoint BI. This enables you to add more information when creating reports. Some of the fields that were added include:

• Email EFT Advice flag

• Bank Name

• Non-US Bank Account ID

• Modified By

• Row Version

• Time Stamp

Improved Pending Charges Detail Report

The Pending Charges Detail Report was modified to include the following changes:

• Project prompt is no longer required.

• The width of the Search and Select prompts were expanded.

• Dates now display four digits for years.

• Project Name, Organization ID, Organization Name, and Project Manager were added.

• The default setting for the Group repeating cells – export to Excel field has been set to No. This will display the Resource ID and Resource Name on every line when the report is exported to Excel for easier sorting.

• Selection Criteria page was updated for new prompts.

• The Revision History tab was updated.

Improved Planning PSR Trending Analysis Report, Formerly Known as BnP PSR Trending Analysis

The Planning PSR Trending Analysis Report has been modified to include the following changes:

• New prompts: 

• Company

• Rate Type

• Active/Inactive Project

• Project Level 

• Organization

• Project Manager

• The width of the search and select prompts were expanded.

• The Project prompt is no longer required.

• The report is now sourced from the Project Planning Reporting package instead of the Project Planning Analysis package.

• The styling was updated to match the format of other BI reports.

• The report subtitle was updated to include Company and Period End Date

• The Selection Criteria tab was added.

• The Revision History was added.

Improved Labor Variance by PLC

The Labor Variance by PLC report was updated to include the following:

• New prompts:

  • Company

  • Budget Type

  • Active/Inactive Project

  • Project Manager

• The width of the search and select prompts were expanded.

• The Project prompt is no longer required.

• The report subtitle was updated to include Company and Period End Date.

• Tooltips were added for the column definitions.

• Owning Organization ID, Owning Organization Name and Project Manager were added.

• The column titles and column definitions on the report were updated. When the budget type is BUD, the Current Period Budget Hours is displayed. When the budget type is EAC, the Current Period EAC Hours is displayed.

• The Selection Criteria tab was updated for new prompts.

• The Revision History tab was updated.

Improved Project Labor Hours Status Report

The improved Project Labor Hours Status report was modified to include the following:

• New prompts:

  • Company

  • Project Level

  • Active/Inactive Project

  • Owning Organization

  • Project Manager

• The Project prompt is now a search and select field like other Planning reports and is not required.

• The width of the search and select prompts was expanded.

• The report subtitle was updated to include Company and Period End Date.

• Tooltips were added for the column definitions.

• The ITD column heading was replaced as ITD Actual Hrs.

• The Budget Type prompt logic has been fixed.

• The report now includes the Burn Rate Total and the calculation now uses the period of performance from Planning.

• Project Name, Owning Organization, Project Manager and Period of Performance (Start Date – End Date) were added.

• The Spent to Date column was removed.

• The Hours Remaining column is now Hours Remaining (ETC).

• The columns were rearranged.

• The Selection Criteria tab was updated to include new prompts.

• The Revision History tab was updated.

Improved Project Forecast with Labor Details, Formerly Known as Project Report with Labor Details

The Project Forecast with Labor Details has been modified to include the following changes:

• New prompts: 

• Company

• Rate Type

• Project Level

• Active/Inactive Project

• Project Manager

• The width of the search and select prompts were expanded.

• The Project prompt is no longer required.

• The report subtitle was updated to include Company and Period End Date.

• Tooltips were added for the column definitions.

• ITD plus ETC replaced the Total Forecast Budget header.

• The date from the ITD column heading was removed.

• Owning Organization ID, Owning Organization Name, and Project Manager were added.

• The Selection Criteria tab was updated for new prompts.

• The Revision History tab was updated.

Improved Project Status Cost Summary

The improved Project Status Cost Summary report was modified to include the following:

• New prompts:

  • Company

  • Rate Type

  • Active/Inactive Project

  • Project Manager

• The width of the search and select prompts were expanded.

• The report subtitle was updated to include Company and Period End Date.

• Tooltips were added for the column definitions.

• The date from the ITD column heading was removed.

• Project Manager was added.

• The style of the conditional formatting was changed.

• The Selection Criteria tab was updated to include new prompts.

• The Revision History tab was updated.

Improved Project Subcontractor Status

The improved Project Subcontractor Status report was modified to include the following:

• New prompts:

  • Company

  • Rate Type

  • Active/Inactive Projects

  • Project Level

  • Owning Organization

  • Project Manager

• The Project prompt is now a search and select field like other Planning reports and is not required.

• The width of the search and select prompts were expanded.

• The report subtitle was updated to include Company and Period End Date.

• Tooltips for column definitions were added.

• The date from the ITD column heading was removed.

• The word Commitment was changed to Pending in the column title for consistency.

• Organization ID, Organization Name and Project Manager were added.

• The Selection Criteria tab was updated to include additional prompts.

• The Revision History tab was updated.

Improved Revenue Forecast Report

The Revenue Forecast report was modified to include the following changes on the prompt page and report:

• New prompts:

• Company 

• Active/Inactive Project

• Project Manager 

• The option to select the Apply % Probability to new businesses on a monthly forecast was added.

• The width of the search and select prompts were expanded.

• The Budget Type prompt logic has been fixed.

• Non-backlog terminology was removed.

• Project Name was added.

• Leveling for New Business is now fixed.

• The Contract Value column on the report was removed.

• The format of the Probability column was fixed.

• The report subtitle now includes Company.

• The Selection Criteria tab was updated for additional prompts.

• The Revision History tab was updated.

Improved T&M Labor Profitability Report, Formerly Known as T&M Profitability

The T&M Labor Profitability report has been modified to include the following changes:

• New prompts:

• Company

• Active/Inactive Project prompt

• Owning Organization

• Project Manager

• The width of the search and select prompts were expanded.

• The report subtitle now includes Company Name and Period End Date.

• Tooltips were added for the column definitions.

• The date from the ITD column was removed.

• When Billing Rate is not available, “Missing” is displayed on the report.

• PLC Description now includes the code.

• Resource names include Resource ID.

• The Billing Rate label now displays as Current Billing Rate.

• The Selection Criteria tab was updated for additional prompts.

• The Revision History tab was updated.

Improved Burdened Labor Cost by Project Report

The Burdened Labor Costs by Project report in Planning was updated with the following changes:

• New prompts:

• Active/Inactive Projects

• Owning Organization

• Project Manager

• The Company prompt now contains the ID and Name.

• The width of the Search and Select prompts were expanded.

• The report subtitle was updated to include Company and Period End Date.

• The BUD column title was replaced with Budget.

• Organization ID, Organization Name and Project Manager were added.

• The Selection Criteria tab was updated to include additional prompts.

• The Revision History tab was updated.

Improved Planning Revenue Summary Report Template

The Planning Revenue Summary Report template was modified to include the following:

• New Prompts:

  • Active/Inactive Project

  • Project Manager

• The Company prompt now contains the ID and Name.

• The width of the search and select prompts was expanded.

• The report subtitle was updated to include Company and Period End Date.

• Tooltips were added for column definitions

• The report now includes these new columns:

  • ETC Revenue after backlog

  • Variance between backlog and ETC Revenue

  • ITD Profit

  • ETC Profit

  • ETC Profit and ETC Profit %

• The Selection Criteria tab was updated to include additional prompts.

• The Revision History tab was updated.

Project Roll Up in New Business Projects

The Planning model now supports hierarchy in new business projects.

Improved Labor Utilization Forecast

The Labor Utilization Forecast prompt page and report now include the following:

• New prompts:

• Company

• Active/Inactive Project

• The Home Org or Performing Org is now considered the primary group.

• The Project name displays with New Business or Existing Project Type.

• The report subtitle includes the Company.

• The Selection Criteria page was updated for new prompts.

• The Revision History tab was updated.

Improved PSR Report Template

The improved PSR Report Template was modified to include the following:

• New Prompts:

  • Company

  • Active/Inactive Prompts

  • Organization

• The prompt label BUD/EAC was changed to Budget Type.

• The width of the search and select prompts was expanded.

• The styling was updated to match the format of other BI reports.

• The report subtitle was updated to include Company and Period End Date.

• When the Budget Type is EAC, the corresponding column title changes from Budget to EAC.

• The Selection Criteria tab was added.

• The Revision History tab was added.

Several applications within Time & Expense were updated to reflect a forthcoming feature in People that allows sick leave usage to be capped annually, as per a new California law for hourly employees.

Note: Related changes will later be applied to several applications within People.

Updates to applications within Time & Expense include:

• Annual leave limit details can now be imported from People (Labor » Timesheet Interface » Export Data to Deltek Time and Expense). The import file includes new fields for importing the usage limit and the usage start and end dates.

• The Resource Leave Error Log in Master Data Import History screen (Configuration » Interfaces) includes the same fields related to usage limit and usage start and end dates.

• The Leave subtask of the Resource Information screen (Time & Expense » Configuration) was updated with new display-only fields that track information related to leave limits imported from People.

• When the timesheet is saved, Time & Expense checks the Usage Limit Hours on the Leave subtask of the Resource Information screen (Time & Expense » Configuration) to ensure that employees have not exceeded the annual leave limit.

• For employees where leave limits apply, notifications sent to supervisors related to leave requests will now include a line of text warning that leave limits may apply. This occurs when requests are sent from either the Timesheet or Work Schedule screens.

Paid Date Added to Expense Report

The Expense Classes screen (Expense » Expense Controls) includes a new Display Payment Information on Expense Report checkbox, which is not selected by default.  

If you select the checkbox, the payment date of the expense report displays in the new Paid field, which was added to the header area of the Expense Report screen (Expense » Expense Reports).

Note: The payment date derives from the Maintain Payments screen (Expense » Expense Utilities).  

The Paid field also displays in the Details dialog box, which opens when the user clicks the Total to Me hyperlink, also located in the Expense Report header area. 

Resource Line Column Added to Work Assignment ID Charge Lookup

To make it easier to identify which work assignment line you are choosing, Charge Lookup for the Work Assignment ID field of the timesheet includes a new Resource Line column to the right of the PO Release No. column.

The value in this field derives from the Line No column of the Charges » Vendor Employees subtask on the Manage Work Assignments screen (Projects » Subcontractor Management » Work Assignments).

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 a future Cospoint release. For more information, see the Opt-In Features section of these release notes.

Note: To learn more about this application, see the Quick Entry Expense Report infographic.

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

The new Quick Entry Expense Report screen offers a refined and flexible alternative for entering expenses that is especially geared toward the needs and priorities of employees. The simplicity of the Quick Entry approach means that users can enter all of their expenses on a single screen, while carrying out a variety of expense-related tasks. These include the following:

• Create a new expense report from scratch using the New button.

• Enter all expenses, including Meals, Lodging, Mileage, Car Rental, and Unclaimed Expenses.

• Add charge lines to the report by clicking the Add button.

• Use Lookup to select the projects to which you want to charge your expenses.

• Split expenses between projects as needed.

• Allocate split charges by amount or percentage.

• Attach multiple receipts, one receipt per row at a time.

• Clone reports previously generated by the Quick Entry Expense application, minimizing time expended to create reports for common expenses.

• Save your expense report, even while it remains unfinished.

Note: After you add an expense line, an Expense Type must be selected prior to saving. All other columns disable until you choose the Expense Type.

In addition, a new Save button was added to the application. Prominently located on the expense grid menu, it functions exactly like the legacy Save and Save and Continue functionality on the Global Toolbar.

Subcontractors can also use this application, which identifies their roles as contractors through the administrative settings. For subcontractors, the Project column is retitled Work Assignment.

Once selected, projects to which charges will apply display as hyperlinks in the Project column. To split an expense between different projects, click the hyperlink to display the Split Expense dialog box. You can allocate charges by amounts or percentages. Split expenses are denoted with the hyperlink ‘SPLIT.’

When users add a new charge line, attributes (Project IDs, charges, splits) from the previous charge line automatically carry over.

Note: Fields that require completion or are not yet validated are highlighted in yellow.

Quick Entry Expense Report also includes two columns that are new to Time & Expense expense report screens:

• Comments: Here you can add information related to the expense, including locale, purpose, or any other additional information required by your company.

• Unnamed (Units) Column: Fields for this column, which is located between the Expense Date and Amount columns, display as empty unless the expense is denoted in units (for example, miles, photocopies, or long-distance minutes). In that case, the column cell will include the type of unit.

Break tracking functionality, which was partially implemented in version 8.2, was enhanced to include second-level break tracking, such as for meals.

 

Timesheet Class Configuration Update

The Regular hours tab of the Timesheet Classes (Time » Time Controls) screen includes a new Maximum Hours Before Meal Break field under Break Rules.

Use this new field to specify the maximum number of hours that members of the selected timesheet class are allowed to work before taking a meal break.

Note: Since breaks are only tracked for the Start/Stop and Time In/Out entry methods, this field is disabled for the Standard timesheet class.

If you update the value in this field, it must be greater than the value set in Maximum Hours before Rest Break Warning, unless both are set to 0.

 

Timesheet Validation Update

During validation of timesheets, meal breaks are checked for the entire day based on the timesheet start time and the number of hours set in Maximum Hours Before Meal Break. For example, if you set the field to 5.00, then a meal break will need to be logged every 5 hours from the start time of that day.

When the timesheet is saved, validation messages list which days do not have the required number of meal breaks logged.

 

Break Check Report Update

Functionality of the Break Check (Time » Timesheet Reports/Inquiries) report application was updated to reflect the addition of a second level break.

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Several minor enhancements were applied to applications within Time » Timesheets.

 

Update to Approve Timesheet Charges

On the Approve Timesheet Charges screen, the Charge Lines Details » Hours Details subtask now displays automatically when you open the application.

In addition, the subtask includes a new Comments column, which pre-populates with any comments users may have added to timesheet cells.

Together, both enhancements reduce the number of clicks required to display comments and other charge details.

 

Updates to Timesheet

The following usability-related updates were applied to the Timesheet screen.

 

Request to Correct Button Functionality Update

For timesheet classes that require permission to correct closed period timesheets, the Request to Correct button now remains on the timesheet after users click it, but the label changes to Correct Request – Pending.

Previously, the button was hidden until approval was granted and the Correct button became enabled.

 

Search for Project Codes by Project Manager

The More drop-down menu now includes a Project Manager Lookup option, which displays a new Project Manager Lookup screen.

In the Project Manager Lookup, select the project manager from either the Name or ID field and then click the Lookup button to display the Results screen, which includes additional details about each code.

 

Update to Header Labels

The format of the Timesheet header was updated so that labels now display above the fields. This change consolidates space and improves usability.

 

Resource Line Column Added to Work Assignment ID Charge Lookup

To make it easier to identify which work assignment line you are choosing, Charge Lookup for the Work Assignment ID field of the timesheet includes a new Resource Line column to the right of the PO Release No. column.

The value in this field derives from the Line No column of the Charges » Vendor Employees subtask on the Manage Work Assignments screen (Projects » Subcontractor Management » Work Assignments).

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

The email administration process was updated to ensure that email addresses in Manage Users (Admin » Security » System Security) are automatically synchronized with Time & Expense.

To support this update, the Email field in Resource Information (Configuration » Resources) becomes non-editable and is updated with the address found for that resource in Manage Users.

This occurs if the User ID in Manage Resources matches the ID in the TE Login field of the Resource Information screen.

This change ensures that notification preferences set for the resource in Costpoint are respected and maintained. However, it also requires that the Email field in Manage Users is not left empty, or the resource will not receive emails from applications within Time & Expense.

If no record exists for the resource in Manage Users, the Email field in Resource Information remains editable and that address is used instead

Note: The Email field in Resource Licenses (Configuration » Resources) was similarly updated and now also defaults to the email address in Manage Users.

This enhancement improves the connection between Time & Expense applications and the Costpoint framework, making it easier to improve and incorporate notification features, such as text and email, within the following applications:

• Import Master Data

• Expense Authorization

• Expense Report

• Expense Authorization Status

• Expense Report Status

• Outstanding Aging

• Resource Schedules/Leave

• Timesheet

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 a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

To accommodate the new Project Workforce feature in the Projects Domain, multiple Time & Expense applications were updated to reflect and/or validate start and end date information for vendor employees.

In addition, some applications, such as those related to importing charges or charge restrictions, also display new Start Date and End Date columns that reflect the workforce period of peformance.

Affected applications include:

• Charge Trees

• Import Master Data

• Master Data Import History

• Expense Authorization

• Expense Report

• Timesheet

This enhancement 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.

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