Deltek Costpoint 8.2.13 Release Notes (Build 8.2.13.5005)

Welcome to the Deltek Costpoint 8.2.13 Release Notes, which describe the new features, enhancements, and software corrections introduced in this release.

These release notes address all of the modules associated with Deltek Costpoint 8.2.13, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.

The Build Deployed In and Dependent Files lines for defects and the list of required files included in enhancement descriptions are meant to support the Pick and Choose deployment model. If your company or system supports Pick and Choose, refer to the Downloading and Deploying Pick and Choose Hot Fixes section of these release notes for more information.

If you do not support Pick and Choose, you may ignore the deployed and dependent files listed in this document. Updates are still packaged as cumulative releases for MRs.

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

We want the release notes to be as easy to use as possible. To this end, we will continue to analyze and improve upon the format. If you have feedback, please email DeltekDocumentationFeedback@deltek.com.

Using These Release Notes

Use the following guidelines in navigating through this page:

• Table of Contents: Links to the different sections of the Release Notes are indicated at the top. Click the link to jump to a specific section of the page.

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For example, you may enter the application name (Manage Project User Flow), the application ID (PJMBASIC), or the hot fix ID number (pjmbasic_001) to quickly locate the specific description for that item.

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Update W-4 Information of Iowa Employees for 2024 Filing

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

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

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

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

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

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

• Costpoint Employee Self Service (ESS) customers:

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

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

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

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

3. Click Save.

• Costpoint customers not using Costpoint ESS:

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

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

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

Update Iowa Setup in ESS Configure State Tax Settings

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

• Added new HEAD OF HOUSEHOLD filing status

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

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

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

Cobra Integration

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

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

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

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

• Costpoint GovCon Cloud Standard: See KB Article 82108 (How to request a Costpoint Integration Setup).

• Costpoint GovCon Cloud Moderate: See KB Article 103779 (Set up Integration with Costpoint).

Project Role Security Replaces Project Manager Security in Costpoint Business Intelligence

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

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

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

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

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

This change requires patches 11322 and 11323.

Costpoint Authentication Provider (CAP) in Costpoint Business Intelligence

The deltek_cap_sql.properties file in Costpoint Authentication Provider (CAP) was updated to address the issue with Project Role Security in a multi-company setup. If you are an existing Costpoint Business Intelligence and CAP user, Deltek recommends that you reinstall CAP to get the latest files. You can see instructions in installing CAP in the Costpoint Business Intelligence 8.2.12 New User Installation Guide or the Costpoint Business Intelligence 8.2.12 Upgrade Installation Guide.

Downloading and Deploying Pick and Choose Hot Fixes

If your company or system supports the Pick and Choose deployment model, see the following document for instructions on downloading and deploying the Deltek Costpoint 8.2 individual Pick and Choose hot fixes: Deltek Costpoint 8.2 Deploying Pick and Choose Hot Fixes

Note: The Build Deployed In and Dependent Files lines are included in every defect description under the Software Issues Resolved section. These indicate the files that you need to install to apply the fix for the defect. For Regulatory Enhancements and Enhancements, required files are listed towards the end of the feature description. 

Checking if the Hot Fix is Installed

Follow this procedure to see if the hot fix is correctly installed:

1. Open the application that was updated.

2. Click Help » About from the Costpoint global menu. This will display a screen that shows you the latest hot fix files applied to the application that is open.

Checking if the Feature is Installed

Follow this procedure to see if the feature is correctly installed:

1. Click Help » About from the Costpoint global menu.

2. Open the Features subtask and click the feature that was just installed.

3. Open the Libraries subtask. Check the list of libraries and see if they are correct and have been successfully deployed.

4. Open the Patches subtask. Check the list of patches and see if they are correct and have been successfully deployed.

Custom Programs Affected

Sometimes, an update can cause custom programs and reports to stop working as expected. Before applying an update, consider whether you have any custom programs or reports in the application area affected by the update. If so, contact Deltek Support Center at https://deltek.custhelp.com before you install the update.

Accessing Deltek Support Center

If you need assistance installing, implementing, or using Deltek Costpoint, you can access Deltek Support Center through the following:

1. Go to https://deltek.custhelp.com.

2. Enter your Deltek Support Center Username and Password.

3. Click Login.

Note: If you forget your username or password, you can click the Login Help? button on the login screen for help.

Defect 2170529: You experienced slow performance when you saved records in the UI or in the Web Interface Console (WIC).

Defect 1932722: When you saved a record in Manage My Menu, a pop-up dialog box displayed stating that duplicate sequence numbers were not allowed.

Defect 2161936: When you changed companies, you needed to complete an additional step.

Default 2161937: When the Login banner was enabled and a default application was set, the system appeared to hang with a spinning cursor at login. However, you could navigate through the banner and the cursor would stop spinning.

Defect 2164095: When you changed companies after using the flyout banner, you received an 'Error retrieving company list' message.

Defect 2168546: The cmsMaxQueryRowCount was set to 1000, but the Base Folder field on the Manage Content Types screen only listed 101 records to choose from instead of all the records in the CMS site folder.

Defect 2170359: When you attempted to delete a Content Management link to a 'missing' file, a Null Pointer Exception occurred. The workaround was to delete the link from Manage Content Types.

Defect 2171479: When you upgraded to Costpoint 8.2, the alternate file location using CMS Sharepoint could no longer display files. 

Defect 2174107: When you added more than nine revisions for the workflow model, an error stated that the maximum precision for the field REV_KEY was exceeded.

Defect 2155077: When you entered a value for the Scrap Percent field that exceeded the allowed number of digits, an error occurred. The workaround before the fix was to manually correct BOMs to only input up to 100%.

Defect 2168577: When you attempted to create a purchase order, not all requisition lines were included. The workaround before the fix was to manually add the missing line.

Defect 2138304: When you added parts by copying from Excel, the application allowed the copying of lowercase revisions and duplicated the parts with different keys instead of displaying an error due to the lowercase.

Defect 2166706: When you set the location in Manage Parts, the location on a rework MO with an RMA accepted the location, and the application did not allow you to reverse the relief. This made transferring from an on-hand to RMA location not possible.

Defect 2146493: When you attempted to generate a rework MO, an error message displayed stating "The Quantity to issue cannot exceed the remaining open inventory reservation quantity." The Reservation qty field was zero (0) and grayed out. The workaround before the fix was to generate MO as standard and change the status to rework after generation.

Defect 2173160: Security enhancements made to Employee Self Service (ESS) reporting and access controls.

Defect 2172738: When you selected the Use reference dates in correcting and labor-only timesheets checkbox on the Configure Labor Settings screen, correcting timesheets were processed for a different timesheet cycle than the one selected on the screen, and incorrect salary cap timesheets were created.

Defect 2162231: When you generated a report for checks dated before 01/01/2024 and after 06/30/2025, the application did not populate all Overtime Pay Type amounts. This issue affects Alabama employers.

Defect 2146499: During the post-installation process, you received an error related to invalid leave type codes when the codes were separated by commas in Vacation Types.

Defect 2130243: When the Org budget was set to integrated mode, both project and org budget values were displayed in the report. Only project budget values should be displayed.

Defect 2166737: When you displayed the report in Flat View, inactive employees were included even though the Include Inactive Resources checkbox was not selected.

Defect 2167484: You encountered an error when you used Other Direct Cost and Materials Handling for the project cost type description. To prevent this error, the Type code was changed to MATHAND2.

Defect 2124931: The report did not display the correct rollup totals for revenue adjustments.

Defect 2162312: When you created an EAC, pending costs did not populate the Total Inc Pending and Pending columns in the Hours and Amounts subtasks. The corresponding columns in the Pending Charges Detail subtask did not display the values either.

Defect 2166734: After you committed a budget or an EAC using a certain revenue formula (for example, LLRCINBF), the Funding subtask displayed incorrect data.

Defect 2168560: On the Hours subtask of an EAC, vendor employee records were duplicated when the hour rate was zero, and you were not able to delete the duplicate line. This resulted in incorrect revenue displayed on the Revenue Analysis subtask.

Defect 2169685: You encountered an error when you tried to create a budget or an EAC from another budget with an account that was not mapped to the budget sheet.

Defect 2172337: When an employee or vendor employee included in a rollup EAC used a PLC with two different rates in the same period, the employee's labor hours recorded in the Hours subtask were duplicated and the corresponding labor cost in the Revenue Analysis subtask doubled.

Defect 2173213: The Vendor Lookup in the Amounts subtask did not populate with vendors in the absence of a Vendor Workforce setup even though the Workforce Rule was set to Enforce in the Project tab (Administration » Administration Controls » Configuration Settings). Vendor Workforce setup is not required for the Amounts subtask, only for the Hours subtask.

Defect 2173242: When you created a new Working version of a budget or an EAC from an approved budget, the existing notes in the source budget's subtasks were not carried over.

Defect 2105437: When you tried to enter the End Date of an assignment range, the Lookup displayed dates that were earlier than the selected Start Date.

Defect 2138667: When you ran this application, Costpoint included the PO Line and Charge Line, which had no hours or amount allocated, even when none of the checkboxes in the Validation Rules for Create Subcontractor Invoices under the Business Rules tab of the Manage Work Assignments screen were selected.

As a workaround, change the zero hours to one hour and recreate the subcontractor invoice.

Defect 2162255: When you ran the Income Statement (not the trended one), the financial statement major number lines such as Gross Margin and Net Income did not match those in Costpoint. As a workaround, run the BI Trended Income Statement or run Costpoint's Print Financial Statement application.

Defect 2164184: The permissions on Smart AI folders for the 'transactional' data modules were not established as planned. It seemed that permissions were copied down from the parent folder. This defect affects users of Smart AI. As a workaround, set the permissions once Smart AI is copied to Company Content.

Defect 2168532: When you attempted to run reports linked to packages in CER folders after the version 8.2 upgrade, you were unable to do so. As a workaround, relink reports to packages found under Team Content » Packages » Legacy.

Defect 2179107: You were not able to select a resource on the Charge Restrictions subtask. To correct this, Lookup in the Resource Name column is now enabled.

Defect 2169476: The application now includes the new (June 2024) ZWG currency code for Zimbabwe Gold currency, ISO code 924.

Defect 2164143: You received an error message when you attempted to clear more than a thousand timesheets.

Defect 2169799: You encountered duplicate records and a time-out error when you generated a timesheet.

Defect 2174906: In systems co-deployed with Costpoint, the Timesheet application loaded slowly if a large number of charge favorites existed.

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

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

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