Deltek Costpoint 8.2.14 Release Notes (Build 8.2.14.5002)

Welcome to the Deltek Costpoint 8.2.14 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 8.2.14, 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.

• Search: To search for a specific application, keywords, or phrases within this document, press CTRL+F (Windows) or COMMAND+F (Mac) on your keyboard, and then enter your search words.

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.

• Return To Top: This link displays at the bottom right of the page. Click this link to navigate back to the top of the Release Notes.

Print These Release Notes or Save as PDF

You can print these release notes or save this page as a PDF. Do one of the following actions:

• Desktop (Windows): Press CTRL+P on your keyboard. On the dialog box that displays, you can choose to save this page as a PDF or select a printer to print the release notes.

• Desktop (Mac): Press COMMAND+P on your keyboard or click File » Print and select a printer to print these release notes. To save this page as a PDF, click File » Export and select a name and destination for the PDF file.

• Mobile Device: Printing settings may differ depending on the browser and device that you are using. You can access these settings through the More link, Share icon, or the browser menu (three vertical dots or three horizontal lines).

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 2198283: When you attempted to save AP vouchers, the error "The following Project/Vendor/PLC Workforce combination does not exist." displayed.

Defect 2167600: When you entered a PO line and a line charge that both have sales tax, you encountered an error. This occurred because the Total Before Disc Amount in the second line was incorrectly calculated and did not equal the Total Amount in the Account Distribution subtask.

Defect 2175891: When you attempted to print the Project Ledger Detail report as an Excel file, an error occurred.

Defect 2172124: When you attempted to post a voucher with a recovery amount, it was not possible. You could work around this by ensuring that the settings in the SYMSTAX application were set to Recovery Percent = 0% and Recoverable = N.

Defect 2131923: When you received interactive emails, labels did not display in their correct sequence.

Defect 2179050: You experienced slow performance when saving records in the UI or Web Interface Console (WIC). As part of the fix to address this issue, Manage Subcontracts now opens with a blank record instead of autoloading records. This enhancement helps the application launch faster.

Defect 2178148: When you initially opened the application, the column width based on the UI Profile worked. However, it was ignored once you queried an existing record. After updating and saving column settings to the UI Profile, the system did not maintain them once you logged out.

Defect 2179434: When you viewed CMI Metadata on the Content Properties screen with MSSQL, performance degradation occurred.

Defect 2185317: When you attempted to attach file names that included #% in Content Management, the system displayed an error message stating "This content file has been deleted or cannot be accessed from the Content Management System".

Defect 2186926:  When users approved Purchase Requisitions via the workflow email link, ghost sessions remained.

Defect 2192967: When you created 21 or more Purchase Orders (POs) with specific line details, an error occurred stating, "Maximum precision is exceeded for the field TOT_EXT_AMT on line 0. Assigned value:1.999999999999998E15". The error occurred when querying all the created POs. The temporary workaround was to query individual POs or just a small subset of the POs at a time.

Defect 2180691:  When you initiated a preview of an invoice, Costpoint downloaded the report instead, occasionally for the wrong report. As a workaround, you could log out of Costpoint and log back in before printing a new invoice.

Defect 2198740: When you used the XML to send new parts/BOMs or updates to previously sent parts/BOMs, the application failed to update multi-level BOMs.

Defect 2184156: When you set the MRP Settings Plan Warehouse Separately to Y, you encountered the following error in the MRP log file after running the application: invalid cursor (ORA-06512: at "CPTRAN_48818_BLUEOR.MRPMRP_PLN_ORIGSUPORD", line 362.  MRP Completed with errors see MRP LOG

Defect 2191989: When a part had a substitute part and all of it's requirements were sales forecasts or safety stock, and there's no supply, the process resets the total requirement quantity which results to not creating planned orders.

Defect 2165883: When you changed a part on a MO requirement from one type to another, the inventory abbreviation did not change. A warning displayed indicating that the abbreviation did not match the type. If you clicked OK, it accepted the change with the incorrect abbreviation. If you clicked No, it did not provide a lookup for the abbreviation, requiring you to manually enter the correct abbreviation. The workaround before the fix was to manually enter the abbreviation.

Defect 2175734: When you imported Purchase Orders (POs) with a Due Date and Order Date greater than the current date, an error occurred. The workaround before the fix was to create the PO in the User Interface (UI).

Defect 2171329: When you set the blanket order header status to Void, the status still showed as Void even when Releases existed.

Defect 2171505: When you tried to receive a part with two revisions, one released with a number and the other prereleased with an alpha character, an error message appeared stating that you could not receive a prereleased revision, even though the purchase order was for the released part. The workaround before the fix was to change the prereleased part to released status to receive it.

Defect 2170872: When you imported a record with multiple veteran statuses selected, the application reported errors.

Defect 2156168: An error displayed when you processed a rehire where the employee had withholding state code (WH_STATE_CD) on Employee Tax (EMPL_TAX) record in Costpoint and the data coming in from Deltek Talent Management (user_state_abbreviation) was a different state. This occurred if the particular state from Deltek Talent Management did not have a State Filing Status same as the current employee's State Filing Status on the EMPL_TAX table in Costpoint.

Defect 2173731: You were able to inactivate beneficiaries on the ESS Dependents/Beneficiaries screen even though they were still assigned to a benefit plan.

Defect 2177763: 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 2186371: When an employee had fringe detail on the Contribution subtask, a system error occurred.

Defect 2193860: You encountered performance issues in Business Intelligence (BI) report tables (EBUDGET_PROJ_DETL and EBUDGET_PROJ_REVENUE) when you ran the update process.

Defect 2208604: After you created an outlook from an org budget, the labor, non-labor, and overhead amounts on the Profit & Loss details subtask were doubled in the prior closed periods.

Note: This occurred if Planning was configured to use the integrated method for calculating org budget revenue.

Defect 2178034: When you imported a file for a budget in Working status, the import updated version 1 of the budget (BUD 1) instead of the current version (for example, BUD 5). To avoid this, make sure that the last version of the budget is set to either Incomplete, Complete, or Approved status before you run the upload.

Defect 2184016: When you used backward compatible views, you encountered system performance issues during the Mass Create EAC process.

Defect 2128003: The amount in Distributed Revenue at lower levels of the project did not roll up to the higher levels.

Defect 2171793: After you created a new EAC, the value in At Risk field displayed zero.

Defect 2177419: You encountered slow system performance when loading, modifying, and saving budgets or EACs. You also received an error message when you changed the revenue formula.

Defect 2195584: You encountered a system error caused by a duplicate EAC record.

Defect 2197193: In Staff Escalation, when the first open period of the EAC was equal to the escalation month, the calculated escalation values were incorrect.

Defect 2186734: The default Rate Type on the Project PLC Rates table has been changed back to Billing instead of Actual.

Defect 2207284: When you did not enter any value on Charges » Vendor Employees subtask of the Manage Work Assignments screen and then ran the Create Subcontractor Invoices application, the invoice was not created, and an exception report was displayed.

As workarounds:

• Delete the created invoice, if any. Then on the Business Rules tab of the Manage Work Assignments screen, select the Allow Hours Over Charge Line/Vendor Employee Hours and Allow Charges Over Charge Line/Vendor Employee Amount checkboxes. Run the Create Subcontractor invoices application.

• Delete the created invoice, if any. On the Manage Work Assignments screen, enter values for the hours and amount on the Vendor Employees subtask and recreate the invoice.

Defect 2187854: When you ran this application, PO line and invoice details were omitted in the printed subcontractor invoice if the Expense Report included Under and Over Ceiling charge amounts.

Defect 2182219: When you added a custom report to the Menu via the Manage BI Menu Content application and clicked it, it did not launch. An error message stating 'Unable to Load Requested View' was displayed. This issue impacted users adding custom reports to the Menu tab. However, standard Deltek reports were launched without any issues. As a workaround, you could launch the custom report by navigating to the correct location via Company content.

Defect 2184062: When you viewed the G/L Detail report, similar data was grouped into a single row instead of displaying each detail row. This happened when all columns for two rows had the same values. As a workaround, turn off Auto Group & Summarize in the Properties Panel for QueryMain, Query 2, and Query 3, and then save as a custom report.

Defect 2191666: When you generated the BOM Component Shortage report, it displayed the Oracle error, "ORA-00904: "ISNULL": invalid identifier." This issue affected BI customers on an Oracle database platform with a Manufacturing license. The ISNULL database function was removed from several data items in the BOM Component Shortage report because it is a Microsoft SQL Server function, not an Oracle function. The affected data items included On Hand Quantity, Net Available Quantity, and Shortage Computation in both qMain and qSubPart.

The ISNULL database function was removed from the following data items in the BOM Component Shortage report because the ISNULL function is not an ORACLE function, it is a Microsoft SQL Server function:

• qMain > On Hand Quantity

• qMain > Net Available Quantity

• qMain > Shortage Computation

• qProjSubPart > Net Available Quantity

• qSubPart > On Hand Quantity

• qSubPart > Net Available Quantity

Defect 2205580: When a user attempted to view and create reports using the Payroll package without the necessary group access, the system allowed it. This issue affected on-premise users on BI v8.2.12 and v8.2.13. As a workaround, upgrade to BI v8.2.14. This defect was promptly fixed in the cloud for deployed v8.2.13.

Defect 2179507: 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 2176717: The Description field was blank for ZWG even though you've added its currency on the Currency Schedules screen.

Defect 2088467: If you saved an expense report before attaching a required attachment, the Attachment tab was temporarily unavailable.

Defect 2143420: After you clicked Submit in Wizard mode, the number of attachments that displayed on the Attachments tab doubled. This happened when one attachment was marked as Missing and an overall attachment was also present.

Defect 2194631: The Function column was no longer displayed in the Resource Group Selection.

Defect 2167590: You received an Error message instead of a Warning message when 4 rows were set and you generated a timesheet. The error should occur if the work percentage total is over or under 100 percent, and not on how many rows are set.

Defect 2180464: When class was set to quarter increments, the calculated value in the subtask and sign process validation were not using the same rounding calculation, causing an error.

Defect 2191986: After you added a leave charge to Favorites, the Load checkbox was selected by default, but it should have remained clear.

Defect 2195566: When you deleted a line from a timesheet, the UDT10 pay type subtask still displayed the paytype of the deleted row.

Defect 2205769: After you recorded one hour of overtime, you received an error message indicating that the regular hours requirement was not yet met, even though you had already recorded 40 hours.

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

Widget Errors on Dashboards

An intermittent query service error displays for some widgets upon launching a dashboard. This has been reported to IBM. As a workaround, close the dashboard and reopen it.

 

User Token Error Upon Opening Business Intelligence

An intermittent user token error displays when you open Business Intelligence (BI) for the first time. This happens when Costpoint attempts to launch the BI screen before user authentication has been completed. The error message is, “The user token is not valid, please contact your Costpoint administrator.” 

As a workaround, close the BI screen by clicking the X button on the upper-right side. And then, reopen Business Intelligence via the Costpoint menu path: Reports & Analytics » Business Intelligence. 

 

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.

Online Help

Costpoint Information Center (CIC)

Costpoint Cloud Information Center (CCIC)

© 2024 Deltek