Deltek Costpoint 8.2.7 Release Notes (Build 8.2.7.5005)

Welcome to the Deltek Costpoint 8.2.7 Release Notes, which describe the new features, enhancements, and software corrections introduced in this release.

Important Notes Regulatory Enhancements Enhancements Software Issues Resolved Security Enhancements Database Changes

Important Notes

These release notes address all of the modules associated with Deltek Costpoint 8.2.7, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.

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

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

Note: The Build Deployed In and Dependent Files lines for defects have been added in preparation for the Pick and Choose deployment model that will later be available for Costpoint 8.2. Please disregard these fields for now; updates are still packaged as cumulative releases for Costpoint 8.2 MRs.

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).

Regulatory Enhancements

Federal

2023 FUTA Credit Reductions

For 2023, employers in California, New York, and U.S. Virgin Islands will be assessed a general FUTA credit reduction on wages paid to employees for work attributed to any of these states and territory. This Costpoint release adds records on the Manage Federal Taxes screen for the corresponding states:
State
Final 2023 FUTA Credit Reduction
California
0.6%
New York
0.6%
US Virgin Islands
3.9%
This enhancement requires the following:
Patch dbc_820_11271

2024 Federal Tax Table Updates

The 2024 federal income tax withholding methods were released by the Internal Revenue Service.
The percentage method’s tax brackets were adjusted.
The annual additional amount if the nonresident alien employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later, increases from $9,550 to $10,300.
The annual additional amount if the nonresident alien employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later, increases from $13,850 to $14,600.
To support the federal requirements, the following screens were updated:
Manage Federal Tax Tables
Manage Federal Taxes
Attention: For more information, see:
Draft Pub 15-T: https://www.irs.gov/pub/irs-dft/p15t--dft.pdf
Pub 15-T: https://www.irs.gov/pub/irs-pdf/p15t.pdf
This enhancement requires the following:
Patch dbc_820_11283

2024 Form W-4 Updates

Costpoint supports the Form W-4 for Payroll Year 2024. The basic form was updated with minimal changes, most of which are regarding the use of an estimator. The 2024 itemized deductions in Step 2 of the Deductions Worksheet have been updated:
Married: $29,200
Head of Household: $21,900
Single: $14,600
To support the federal requirements, updates were applied to the Manage Federal Taxes screen.
This enhancement requires the following:
Patch dbc_820_11283

Form W-2c Support for Tax Year 2023

Costpoint has been fully tested to support the pre-printed Form W-2c from Deltek’s partner form vendors for the 2024 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.

State

2024 SUTA Wage Base

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

Alaska
The unemployment-taxable wage base increases from $47,100 to $49,700.

Colorado
The unemployment-taxable wage base increases from 20,400 to $23,800.

Illinois
The unemployment-taxable wage base increases from $13,271 to $13,590.

Minnesota
The unemployment-taxable wage base increases from $40,000 to $42,000.

Montana
The unemployment-taxable wage base increases from 40,500 to $43,000.

Oregon
The unemployment-taxable wage base increases from $50,900 to $52,800.

Utah
The unemployment-taxable wage base increases from $44,800 to $47,000.
This enhancement requires the following:
Patch dbc_820_11271
Patch dbc_820_11280
Patch dbc_820_11274

Alabama Overtime Pay Exemption

For the tax year beginning on or after January 1, 2024, through June 30, 2025, overtime pay received by a full-time hourly wage-paid employee for hours worked above 40 in any given week are excluded from gross income and, therefore, exempt from Alabama state income tax. Tied with this exemption are employer reporting requirements to the Alabama Department of Revenue.
Employers are required to report the total aggregate amount of overtime paid and the total number of employees who received overtime pay in the State of Alabama in compliance with ACT 2023-421 Alabama Overtime Pay Exemption.
Employers must report the following:
One-Time Report – Historical 2023 Overtime Data:
This report is due by January 31, 2024.
Employers are required to report the following:
Aggregate amount of overtime paid during 2023 calendar year
Total number of full-time hourly employees who received overtime pay in 2023
Monthly/Quarterly Reporting Beginning for 2024 Tax Year:
This is reported with Form A-6 (monthly) and Form A-1 (quarterly) withholding returns.
Employers are required to report the following:
Aggregate amount of overtime paid during the period (month/quarter)
Total number of full-time hourly employees who received overtime pay
Attention: For more information, see: https://www.revenue.alabama.gov/individual-corporate/overtime-exemption/
Costpoint provides a new application that allows employers to comply with the new reporting requirements of Alabama.

Print State Overtime Wages Report (PRRSOTW)
The new Print State Overtime Wages Report will print the aggregate amount paid and the total number of hourly employees who received overtime pay in the specifiedTaxable Entity, check date range, and Withholding State. You may opt to include a list of employees in the report. Currently, this report is applicable for the State of Alabama only. To access this screen, click to People » Payroll » Tax Reporting » Print State Overtime Wages Report.
If check dates are before January 1, 2024, or after June 30, 2025, which are outside the effectivity of Alabama’s temporary Overtime Pay Exemption, the overtime wages paid shall be determined using overtime pay types only. The pay type’s Overtime checkbox must be selected on the Manage Pay Types screen.
If check dates are within the effectivity of Alabama’s temporary Overtime Pay Exemption, the overtime wages paid shall be determined using overtime pay types and overtime pay type taxability. The following setup must be done on the Manage Pay Types screen and Manage Pay Type Taxability screen.

How to Set Up Alabama Overtime Pay Exemption
On the Manage Pay Types screen, add a pay type code to represent the Alabama Overtime Pay Exemption pay type.
Set up the following for the added pay type code:
Select the Overtime checkbox.
Clear the Salaried checkbox.
Here is an example of the Alabama Overtime Pay Exemption pay type setup on the Manage Pay Types screen:
On the Manage Pay Type Taxability screen, add a record for the Alabama Overtime Pay Exemption pay type code.
On the State subtask, add a row for Alabama and select Exempt from the Income Taxability drop-down list.
Here is an example of the Alabama Overtime Pay Exemption pay type setup on the Manage Pay Type Taxability screen:
On the Manage Timesheet screen, create a timesheet line for overtime wages by setting up the following:
Assign the Alabama Overtime Exemption pay type code in the Timesheet Line’s Pay Type field.
Enter the amount of overtime wages that are exempt from Alabama’s withholding tax in the Labor Cost field.

Export Payroll Taxes (PRPEXTAX)
This update adds the following fields to the Employee Tax (ET) Record - Employee State Tax Withholding (STEE):
Field 88: CHECK Alabama Overtime Exempt Wages
Field 89: QTD Alabama Overtime Exempt Wages
Field 90: YTD Alabama Overtime Exempt Wages

Colorado 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
For employees with a federal filing status of married filing jointly or qualifying surviving spouse, the standard deduction amount rises from $9,000 to $10,000.
For all other filing statuses, the standard deduction amount rises from $4,500 to $5,000.
Attention: For more information, see:
Colorado Employee Withholding Certificate: https://tax.colorado.gov/DR0004
Withholding Worksheet: https://tax.colorado.gov/sites/tax/files/documents/DR1098_2023.pdf
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
State Withholding (ESMSTATEWH)
Life Events/New Hires (ESMLIFEEVENT)
This enhancement requires the following:
Patch dbc_820_11273

Connecticut 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
The two lowest tax rates in the withholding calculation rules were reduced to 2% and 4.5%, instead of 3% and 5%, for all withholding codes.
The Phase-Out Add-Back tax rate decreases from 3% to 2%.
The Tax Recapture table has been updated.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11273

Florida 2023 Reemployment Tax Electronic Filing Schema Version 1.3 Update

Florida has added schema version 1.3 for 2023. Costpoint now supports Florida’s updated Reemployment Tax XML package, in which the pattern [ -)|+-ÿ]+ has been replaced with ([A-Za-z0-9'\-] ?)[ -)|+-ÿ]+ for the name fields, address fields, and title field.
The Create Quarterly SUTA Tax File screen was updated to comply with Florida’s XML requirements.
Attention: Please refer to the RT_changes.xlsx file in the Reemployment Tax XML Package for all the changes from version 1.2.

Georgia 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
The 2024 withholding methods use a flat tax rate of 5.49%.
The graduated tax rates used for supplemental payments were mostly unchanged, except the highest rate decreased from 5.75% to 5.49%.
The standard deduction amount increases from $7,100 to $24,000 for employees that are Married Filing Joint Return.
The standard deduction amount increases from $5,400 to $12,000 for employees that are Single or Head of Household.
The standard deduction amount increases to $3,550 to $12,000 for employees that are Married Filing Separate Return.
The personal allowance that depended on filing status has been removed.
Attention: For more information, see: https://dor.georgia.gov/employers-tax-guide.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11280

Maine 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
The value of a state allowance increased from $4,700 to $5,000.
The maximum standard deduction increased from $11,000 to $11,750 for single employees and from $24,850 to $26,350 for married employees.
The standard deduction decreases according to a formula for single employees who earn more than $97,150 annually, up from $91,500, or for married employees who earn more than $194,300 annually, up from $183,050.
The deduction reaches zero when a single employee earns at least $172,150 annually, up from $166,500, or when a married employee earns at least $344,300 annually, up from $333,050.
The tax brackets used in the percentage method were also adjusted.
Attention: For more information, see: https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/24_wh_tab_instr.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11271

Maryland 2023 W-2 Electronic Filing

The RW record must now be included in the electronic file according to the 2023 Maryland Employer Reporting of W2s Instructions and Specifications.
Attention: For more information, see: 2023 Maryland Employer Reporting of W2s Instructions and Specifications.
The Create State W-2 File (PRPW2S) screen was updated to support the latest electronic file W-2 file format for Maryland.
The NAICS Code field should be a 6-digit value for Maryland.
The following values are set in the file for Maryland:
RE record, Location 26 (Terminating Business Indicator) is now set to 0.
RE record, Location 31-39 (Other EIN) is now set to blank.

Missouri 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
The withholding formula uses tax rates of zero to 4.8%, instead of the previous range of zero to 4.95%.
The state’s standard deductions have increased for all filing statuses.
The state’s supplemental tax rate decreased to 4.8%.
Attention: For more information, see: https://dor.mo.gov/forms/Withholding%20Formula_2024.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11274

Montana 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
Employees are now required to use the same filing status they use for federal purposes.
New tax brackets are now used in the withholding formula.
The supplemental tax rate decreased from 6% to 5%.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11273

Nebraska 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
The annual state allowance increased from $2,140 to $2,250.
The percentage method tables have been updated.
Attention: For more information, see: https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/business/Cir_En_2023/2024cir_en_whole.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11271

New Mexico 2024 Tax Table Updates

Effective 01/01/2024, the tax brackets were updated in the New Mexico Wage Withholding Tables for Percentage Method of Withholding.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11274

North Carolina 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
The rate used for withholding decreases from 4.85%. to 4.6%.
The supplemental tax rate decreases from 4.85%. to 4.6%.
Attention: For more information, see: https://www.ncdor.gov/tax-forms/2024-nc-30/open.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11280

North Carolina Q4 2023 SUTA Electronic Filing - New/Updated File Formats

Costpoint now supports the new and updated file formats to be used in the new North Carolina State Unemployment Insurance Tax System (NCSUITS) beginning Q4. NCSUITS is a new, modernized system to administer North Carolina’s unemployment insurance tax program.
Attention: For more information, see:
https://www.des.nc.gov/documents/files/suits-wage-report-and-payment-file-specification/open
https://www.des.nc.gov/documents/files/employer-efw2-interface-file-definition/ope n

Create Quarterly SUTA Tax File (PRPSMM)
The following are the changes to the file format for North Carolina:
N and RS records were removed.
The RE record was updated.
RA, RW, RT, and RF records were added.
The screen displays a warning if the file name is blank or its extension is not “.efw.”
Validations were added for Configure Company Information screen fields.

Manage SUTA Tax File Data (PRMSMM)
The following fields are now enabled for North Carolina:
Contact Name
Telephone Number
Ext
E-mail
Unit/Division Location/Plant Code
Pay Types Excluded in Hours Worked
The following fields are now required for North Carolina:
Contact Name
E-mail
The following fields are now disabled for North Carolina:
Remitter Number/Employees Outside County
Seasonal Wage Code

Manage SUTA Quarterly Reporting Data (PRMQRD)
This update adds adjustment reason codes for North Carolina in the S_SUTA_ADJ_RSN_CD table.

Manage Employee Taxes (PRMETAX)
The Owner/Officer and Occupational/SOC Code fields are now applicable to North Carolina.
Note: This update also applies to the View Employee Taxes screen and the Taxes subtask of the Manage Employee Information screen.

Oklahoma 2024 Tax Table Updates

The top tax bracket was increased for married employees.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11271

Rhode Island 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
The brackets used in the percentage method were adjusted.
The annual wage threshold above which the value of a state allowance is zero increased from $260,550 to $274,650.
Attention: For more information, refer to: https://tax.ri.gov/sites/g/files/xkgbur541/files/2023-12/2024%20Withholding%20Tax%20Booklet.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11280

South Carolina 2024 Tax Table Updates

The following state tax updates are effective 01/01/2024:
The value of a state allowance increased from $4,310 to $4,610.
The maximum standard deduction increased from $6,475 to $6,925.
The tax brackets used in the percentage method were also adjusted.
Attention: For more information, see: https://dor.sc.gov/forms-site/Forms/WH1603F_2024.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11271

Enhancements

Planning

Labor Analysis Reports Combined and NBB Details Added

Under Project Budgeting » Top Level (All Projects) Reports, the Labor Hours Analysis and the Labor Cost Analysis reports were combined into a single report now called Labor Analysis.
Since labor and cost details are available in the same report, a Base section was added with two options:
Hours: Select this option to run the report for labor hours.
Cost: Select this option to run the report for labor costs.
When Cost is selected, the Details subtask now also includes cost-related columns that formerly displayed in the Labor Cost Analysis report.
Note: The newly combined report is based on the Labor Hours Analysis application. As such, it retains the original application ID of BNP_CAQXPT5. Conversely, BNP_CAQXPT6 (Labor Cost Analysis) was removed from Planning because it is now obsolete.

Other Interface Updates
The application interface was updated with two additional changes:
Under Details, the Combined checkbox was renamed to Flat View.
The Projects section was renamed to Options. It also contains a new Include Inactive Resources checkbox that enables you to include inactive resources in report results.

New Business Budget Labor and Cost Details Now Included
The Labor Analysis report now provides labor and cost details from new business budgets.
This update includes the following changes:
An Apply Probability checkbox was added, which displays if Budget or Variance is selected under Report Type.
Select the checkbox to apply new business budget probability values to the report.
The Source column of the Details subtask displays “Budget: NB” if the labor or cost details are from a new business budget.

Mass Recommit Functionality Relocated within Planning

The Mass Recommit Project Budgets/EAC application (Administration » Administration Utilities) was removed, and its associated functionality was transferred to a different application within Planning.
Namely, a Recommit option was added to the Process drop-down list of the Project Budget/EAC Mass Utilities screen (Project Budgeting » Controls and Utilities) that enables you to recommit budgets or EACs.
Note: Project Budget/EAC Mass Utilities was converted to a processing application in a previous maintenance release (version 8.2.5). Both that earlier change and this current one are related to an ongoing effort to enhance Planning for Web Services compatibility.
In Project Budget/EAC Mass Utilities, the Process drop-down list updates dynamically. Therefore, Recommit displays only if Status is selected as Complete or Incomplete.
Note: To learn more about the Process drop-down list or other conversion-related changes applied to Project Budget/EAC Mass Utilities, see the Costpoint 8.2.5 release notes.
Since the original application (Mass Recommit Project Budgets/EAC) was removed from Planning, the underlying screen ID associated with it (BNP_BAPMAP12) was also removed.

Revenue Setup Enhancement for New Business Budgets

In New Business Budgets, you can now modify revenue setup details on the Revenue Setup/Ceilings subtask per version of a budget without affecting the source version or other existing versions.
For example, the image below shows Version 2 of a budget with specific revenue settings and a Fee Rate % of 0.00 for all row items.
The next image shows Version 3 of the above budget with modified revenue settings and a Fee Rate % of 7.50 for the same row items.

Software Issues Resolved

Accounting

Accounts Payable >> Create 1099 Information

Defect 2058364: A system error occurred when you processed a 1099 vendor record that had a posted PO voucher with check.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Accounts Payable >> Import Vendors

Defect 2058197: You encountered an error when you imported a vendor record with a blank Email Address.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Accounts Payable >> Manage Purchase Order Vouchers

Defect 2052856: This screen has been enhanced to enable the Period and Subperiod fields for Supplier Portal invoices.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Accounts Payable >> Manage Vendors

Defect 2028024: When you entered a record on the User-Defined Info subtask with the Costpoint Validation Field set to Class Code and clicked the Text Value field Lookup, you encountered a system error.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Accounts Payable >> Post Cash Disbursements

Defect 1977761: When you posted cash disbursements, the Pay Vendor and Vendor Name did not display on the Cash Disbursements Journal.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Framework

External Tools >> DBWIZARD

Defect 2054932: The DBWizard Link views now support MTS and SHARED DBLink connections to remote databases, based on the setting dblinksUseMTS=true/false in enterprise.properties.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Framework

Defect 1968601: The following system error was generated when you exported to an Excel file: "Cannot add merged region G15:G16 to sheet because it overlaps with an existing merged region (F16:M16)."

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2030319: You could not activate Org Security for a module due to the "SQLServer JDBC Driver][SQLServer]Invalid column name 'ORG_SEC_FL" system error you encountered when you clicked Save.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2035429: The following critical system error occurred when you clicked Save & Continue (F6) on the Enter Manufacturing Order Reliefs screen:
The MasterServlet failed with the following exception:
com.deltek.enterprise.system.serverapi.remoteapi.MasterBeanException: MasterBean: across line validation failed invoking application specific class: com.deltek.enterprise.application.pc.pcmrelmo.PcmrelmoHdrValidateRS.validateRS-----java.lang.NullPointerException
MasterBean: across line validation failed invoking application specific class:
Also, the Manufacturing Order and Material Handler fields on this screen were overwritten when you tried to select a value from the suggestive text.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2042851: The Expense Report screen froze and sometimes a system error occurred when you clicked the Lookup for Alternate File Location in Wizard Mode.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2056482: Notes line breaks in the JSON code (\n) in Manage Vendors did not convert to line breaks when data was pushed into Costpoint via web services. This issue affected ORA and MSS users via web services with JSON.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2061576: An unexpected scripting error occurred on the Development Tools Console tab when you used extensibility.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Runtime >> Client

Defect 1976822: When a UI profile My Menu existed and a User My Menu did not and you starred an application in the General menu, Costpoint should have displayed a message similar to the following:
You have been set up with a UI Profile by your Admin. If you choose Continue, you will override this setting by customizing My Menu. If you want to keep your UI Profile setup, choose Cancel. You will be able to Reset to the UI Profile My Menu in Manage My Menu.'
Cancel will close the message dialog and not add the application to My Menu. The star will remain hollow.
Continue will add the change the star to yellow, Application to My Menu and override the UI Profile My Menu
The user can still reset to the UI Profile in Manage My Menu

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Materials

Engineering Change Notices >> Apply Engineering Change Notices

Defect 2057067: When you created a new revision impacted part for a pre-released part with an EBOM (unreleased BOM), and you loaded the EBOM components and then set the new part rev BOM status to Released, you encountered this error: "This EBOM part cannot be released. One of more components are not released." You encountered this even when everything under the level and within the new EBOM were released.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Engineering Change Notices >> Update Approved Engineering Change Notices

Defect 2040603: Costpoint displayed one row of rejection per company when the rejection codes were the same on all companies.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Inventory >> Create Physical Count Adjustments

Defect 2040929: When you created an adjustment with Create and Print Physical Count Adjustment, the adjustment number was not displayed on the screen.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Inventory >> Manage Locations

Defect 2039075: When you tried to inactivate a warehouse location with no inventory/dependent data, the following message was displayed: "Since Warehouse Location is used in many other master tables, it is highly recommended that you remove it from there before you inactive it. Otherwise, errors could occur in applications that call for the records with the Warehouse location."
To avoid confusion, the messages related to warehouse locations/warehouses were revised to make them clearer.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Inventory >> Manage Warehouses

Defect 2040947: When you tried to inactivate a warehouse location with no inventory/dependent data, the following message was displayed: "Since Warehouse Location is used in many other master tables, it is highly recommended that you remove it from there before you inactive it. Otherwise, errors could occur in applications that call for the records with the Warehouse location."
To avoid confusion, messages related to warehouse locations/warehouses were revised to make them clearer.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Master Production Scheduling >> Print Production Backlog Report

Defect 2030382: The month printed on the header of the Production Backlog Report was incorrect.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Material Requirements Planning >> Firm Material Requirements Planning Planned Orders

Defect 2036973: When you processed data to create requisitions and ran MRP, Costpoint did not generate the planned order.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Material Requirements Planning >> Manage MRP Action Messages

Defect 2036983: When multi-revision was not enabled, the revision did not display on the Requirements subtask.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Material Requirements Planning >> Update Material Requirements Plan

Defect 2053631: When you created reservations for parts, MRP overplanned items with multiple projects and multiple order policies.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Production Control >> Manage Manufacturing Orders

Defect 2040601: When you cloned a manufacturing order (MO), the screen froze. In addition, when you saved a record with a blank MO ID, you encountered a system error.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Production Control >> Print Manufacturing Order Cost Report

Defect 2036969: When you added the 2022 burden cost in the manufacturing order (MO), the application did not include the burden cost in the report.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Purchasing >> Create Purchase Order Change Orders

Defect 2055112: When you created multiple change orders with a NAICS code on the purchase order (PO) line, you encountered a system error.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Purchasing >> Import Purchase Orders

Defect 2042222: You encountered a connection error in the application.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Purchasing >> Manage Purchase Orders

Defect 2042970: When you changed the cost/quantity in a two-way match with a purchase order (PO) voucher, Costpoint did not display a warning message.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2053530: When you deleted the NAICS code from line 1 and then added a new line, the NAICS code reverted to the value from the deleted line 1.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Purchasing >> Print Purchase Orders

Defect 2041509: When organization security was enabled in Print Purchase Orders and you ran the application, Costpoint did not include the PO total amount and Bill to information in the report.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Receiving >> Import Purchase Order Receipts

Defect 2040593: When two users ran the application simultaneously with two different import files, the users encountered a constraint error.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Receiving >> Manage Purchase Order Receipts

Defect 2019593: In the Web Integration Console (WIC), when you tried to insert a record where the RMA line had a sales order (SO) reference and serial/lot records, you encountered an error.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Sales Order Entry >> Manage Invoices

Defect 2015330: When you manually loaded and saved an INO sales order (SO) with Allow Invoicing Short on Component SO Lines not selected, you encountered an error.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2025263: You were unable to create a refund using the Web Integration Console (WIC).

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2036981: When you processed and reversed an in-transit invoice and then processed an invoice only, you received the following error message: "The values Unit Cost Amount, Ext Cost Amount and Invoice Quantity are inconsistent."

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

People

Benefits >> Manage Benefit Plans

Defect 2049669: The screen should display an error message when either the Coverage Table or Rate Table is based on a spouse’s age, and there is no Coverage Option where the Dependent Type is set to Spouse.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Employee >> Import Employee Data

Defect 2042004: When you selected User-Defined as the File Format and Hire Date was not part of user-defined record 1 layout, the application displayed the following error message: "Invalid Hire Date."

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2062839: A system error occurred when you imported an input file that did not have all the fields in Record 1.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Employee Self Service >> W-2s

Defect 2055818: The labels of buttons on the screen were updated.
Print W-2 Data is now Print W-2 Report.
Download and E-mail is now Download in Official W-2 Format.
The Download in Official W-2 Format button is now hidden if the Allow employees to download and e-mail W-2s in the official format checkbox on the Manage Taxable Entity Settings screen is selected.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Labor >> Configure Labor Settings

Defect 2053080: The Manufacturing Order Timesheet Lines group box on the Timesheet Options tab should be available only if you have a Production Control license.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Leave >> Post Leave Accruals

Defect 1982611: The application populated Vendor Name fields with the names of employees when labor was suppressed for the logged-in user. This issue affects you if you use Microsoft SQL Server database with Costpoint.
Note: When you apply this hotfix, the data will be correct going forward. If you want to correct historical records on the GL_DETL table, you can run the following script on your database server:
UPDATE GL_DETL
SET S_ID_TYPE = 'E'
WHERE EXISTS (
SELECT * FROM GL_POST_SUM GPS
WHERE
GL_DETL.GLPSUM_SRCE_KEY = GPS.SRCE_KEY
AND GL_DETL.GLPSUM_LVL1_KEY = GPS.LVL1_KEY
AND GL_DETL.GLPSUM_LVL2_KEY = GPS.LVL2_KEY
AND GL_DETL.GLPSUM_LVL3_KEY = GPS.LVL3_KEY
AND GPS.S_JNL_CD = 'LVA'
AND GPS.FY_CD = ‘Current Fiscal Year’ )
AND (
ID IS NOT NULL
AND (S_ID_TYPE IS NULL OR S_ID_TYPE = ' ')
)

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Leave >> Print Employee Leave Report

Defect 2052084: The Print Employee Leave Report displayed an incorrect leave accrual rate when you generated the report for all employees.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Payroll >> Create W-2 Table

Defect 2061101: If you recreated the W-2 of a New York employee who already had an existing W-2 with New York withholding on the Manage W-2 table, the application populated the state taxable wage with the existing W-2 federal taxable wage.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Payroll >> Export Payroll Taxes

Defect 2060525: The STEE records for W-2 and W-2c file types were missing one field. The actual total count was only 89 instead of 90.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Payroll >> Manage Payroll Records

Defect 2042443: When you modified the State Taxes subtask of an X/Y record and saved your changes, the following message displayed: "text not found for the resource id: PRMPTF_STATE_WARNINGS.”

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Payroll >> Manage W-2s

Defect 2050289: If the combination of the Taxable Entity City, State, postal code, and country exceeded 40 characters, a system error occurred when you clicked Clone. The error indicated the following message: “Maximum precision is exceeded for the field TAX_CITY_NAME on line 0.”

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Payroll >> Print W-2s

Defect 2062607: The application stopped responding when you attempted to generate PDFs for more than 100 W-2s. This issue occurred when you sorted the report by Employee Name.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Team Management >> Team Details

Defect 2056852: When you changed the information on the Salary History subtask, and the changes exceeded the salary range for the employee’s grade, the application did not display an error.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Planning

Budgeting

Defect 2057370: You encountered delays when you loaded a project that had a large Work Breakdown Structure (WBS).

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Organization Budgeting >> Rate Analysis by Org

Defect 2039223: The rate (%) columns displayed only two instead of four decimal places.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Project Budgeting >> Revenue Integration

Defect 2059455: Projects with the following revenue formulas did not display on the Revenue Integration screen:
FVEAC - Cost Incurred using Estimate At Completion (Funded Value)
FVETC - Cost Incurred using Estimate To Complete (Funded Value)

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Project Budgets / EACs

Defect 1946348: You encountered an issue when an employee and a vendor shared the same ID. When you loaded the employee record, the ID Type column displayed Key Entry instead of Employee, and the Name column displayed the account name instead of the employee's last and first names.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2051980: When the lower revenue levels linked to the source PLC project differed from the top-level project that you selected, the latter neither picked up the bill rates for the PLCs nor calculated revenues to create a budget.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2053343: The warning message "Invalid ORG/ACCT Combination" has been added. This message displays when you try to save an org and an account that are not linked.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2053520: You experienced slow system performance when creating and committing an EAC.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Resource Planning

Defect 2032317: Column headers that are related to available work hours have been updated to enable labor cost calculations with matching effective rates.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2055652: The FROM keyword did not display in Oracle databases. You also encountered an error when you tried to save a team.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Projects

Billing >> Create iRAPT Billing Files

Defect 2035965: When you selected the Clear iRAPT File Flags checkbox, the file information for unselected bills was not removed, and the new file information did not reflect in the selected bills.
As a workaround:
Select the Clear iRAPT File Flags checkbox.
Click the Default Action (gear) icon to remove the file information.
Clear the Clear iRAPT File Flags checkbox.
Click the Default Action (gear) icon again to re-populate with the new file information.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Billing >> Post Standard Bills

Defect 2060181: When you reversed a posted invoice, you received the following error message: “There is no billing history data for the invoice or selected invoices exist.”

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Project Setup >> Manage Prior Year Billable Value

Defect 1993547: When you updated records in offline mode and then switched to online mode, there were missing or incorrect values.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Project Setup >> Manage Prior Year Unit Revenue

Defect 1993554: When you queried a record and clicked Options » Make Available Offline, some primary or logical keys were missing, and you were unable to edit child form fields in offline mode.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Project Setup >> Manage Project User Flow

Defect 2020806: When you copied a second-level project with the Project Workforce Required checkbox selected and then saved the record, the checkbox was cleared in the new record. This issue occurred because Costpoint defaulted to the values of the top-level project instead of the cloned project.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2028022: On the Dir Hrs Ceil subtask, when you clicked Copy » Copy Data to Paste into New Record(s) on a project and then clicked Copy » Paste Data on another project, the Labor Category column was blank.
As a workaround, manually add the project labor categories.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Projects

Defect 2062058: When you upgraded to Costpoint 8.2.6, you encountered performance issues in the following applications:
Export Timesheets
Import Timesheets
Import Timesheets from Deltek Time and Expense
In addition, when you ran the following applications, the process failed to complete:
Import Accounts Payable Vouchers
Import Journal Entries
Import TE Expenses/Advances
As a workaround, clear the Show Period of Performance Warning Message checkbox on the Configure Project Settings screen.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2063391: When you upgraded to Costpoint 8.2.6, you encountered a performance issue with the period of performance validation. This issue existed on the following applications:
Export Timesheets
Import Accounts Payable Vouchers
Import Journal Entries
Import TE Expenses/Advances
Import Timesheets
Import Timesheets from Deltek Time and Expense

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Subcontractor Management >> Manage Subcontractor Invoices

Defect 2042967: When you queried a subcontractor invoice voucher, the Address Code field on the Address tab was not editable.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Time & Expense

Expense >> Batch Expenses

Defect 2054769: When you imported a Mastercard credit transaction type 20, the amount value was not displayed as a negative value.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Expense >> Expense Authorization

Defect 1977164: When you selected the error message "Estimate cannot equal to zero," the highlighted text was not displayed.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Expense >> Expense Report

Defect 1977166: When you selected the error message "Estimate cannot equal to zero," the highlighted text was not displayed.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2052294: A non-employee attendee was incorrectly validated as the owner of an expense report, which resulted in multiple errors.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2054724: The expense report workflow included tasks with dates outside the task end date.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Time >> Company Work Schedules

Defect 2042868: When you set up a company work schedule, time in and out did not allow overlapping from one day to the next for third shift work schedules.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Time >> Export Timesheets

Defect 2054019: When you deleted a timesheet line and then signed, approved, or exported the timesheet, its status remained at Approved instead of Processed.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Time >> Manage/Approve Timesheets

Defect 2061532: After you clicked the Mass Approve button, the total count of approved timesheets was not refreshed.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Time >> Resource Schedules/Leave

Defect 2054239: When you set up a company work schedule, time in and out did not allow overlapping from one day to the next for third shift work schedules.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Time >> Timesheet

Defect 2042863: After you performed a charge lookup, you received a deadlock system error.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Defect 2054725: When timesheet class entry mode was changed to Standard and you entered leave hours on a timesheet, you received an error stating that the leave exceeded the minimum leave balance.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Time >> Timesheet Reminder

Defect 2060934: Even though the Send if Hours < Scheduled checkbox was selected, timesheet reminders were not sent when timesheet hours recorded were less than the scheduled hours.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Time >> Timesheets by Charge

Defect 2052745: When a user who is not a subcontractor printed a file, the Work Assignment page was mistakenly included in the file.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Time >> Work Schedule

Defect 2054238: When you set up a company work schedule, time in and out did not allow overlapping from one day to the next for third shift work schedules.

Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exe

Dependent Files:

Security Enhancements

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

Database Changes

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

State	Final 2023 FUTA Credit Reduction
California	0.6%
New York	0.6%
US Virgin Islands	3.9%