Deltek Costpoint 8.2.9 Release Notes (Build 8.2.9.5000)

Welcome to the Deltek Costpoint 8.2.9 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 8.2.9, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.

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

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

Note: The Build Deployed In and Dependent Files lines for defects and the list of required files included in enhancement descriptions are meant to support the Pick and Choose deployment model. If you have already installed the latest MR, you do not need to install the lower MR versions listed in the defect/enhancement; updates are still packaged as cumulative releases for MRs.

Update W-4 Information of Iowa Employees for 2024 Filing

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

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

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

• 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.

Critical W-2C Bug Fix

Important: Please read this section before printing W-2Cs.

When printing W-2Cs (correcting W-2s), the employee’s State is missing in box i (employee’s address) of the W-2C.

• Costpoint 8.2 (On-premises): This fix will be available on DSM for on-premises customers by mid-March 2024.

• Costpoint 8.2 (Cloud): This fix will be applied with the 8.2.9 deployment in March 2024.

Please contact Deltek Customer Care with any questions you may have.

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.

How to request a Costpoint Integration Setup (custhelp.com)

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

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

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

This change requires patches 11322 and 11323.

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Defect 1981269: When you entered a transfer account with a blank Bank Abbrev on the Manage Transfer Accounts screen, that account did not display in the Lookup of the following fields:

• Cash Account field on the Invoice Information subtask

• Account field on the Transfers subtask

Defect 2080623: When you deleted a linked content file, the Attachment Property field value did not change back to N.

Defect 2090101: An SQL error occurred when PODs had Systems associated with them.

Note: This application is available to Costpoint Cloud customers only.

Defect 2085524: A system error occurred when the Features subtask displayed on the screen.

Defect 2084130: The following message has been added to the generated Smart Summary prompt:

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

Defect 2071623: In the Manage Content Types application, an Empty String error occurred when you tried to search in the Attachment Property field.

Defect 2083731: A web service logging size error was corrected.

Defect 2083796: The application screen displayed only two rows of records after you queried all existing records. As a workaround, you could lower the screen display scale to 125% or 100% or turn off Auto Positioning mode.

Defect 2065510: In some circumstances, MasterServlet errors displayed in your production logs.

Defect 2075246: 1095-C Line 14 codes 1A, 1E, 1C, 1D, 1K, 1J, 1B, and 1F were updated to include employees terminated within the month who had coverage through the end of the month.

Defect 2078237: The Transaction Amount field values on correcting timesheet lines were still displayed in a multicurrency functionality-enabled environment even when labor suppression was enabled for the logged-in user.

Defect 2069672: When you attempted to update the check date on an existing parameter ID, the check date value reverted to the default check date from the Manage Pay Periods screen.

Defect 2070577: The application calculated withholding state tax for Maryland (MD) even when both the pay type and deduction code were set up as Federal Exempt from income taxes.

Defect 2073733: The Line 4 and Line 5 options were not listed in the W2 Box 14 Usage drop-down list.

Defect 1996142: The State Disability Insurance (SDI) and state taxes YTD amounts were incorrect when you voided and reissued a paycheck.

Defect 2070147: The $7,000 FUTA Wage Limit was not displayed on Line 5 of the Federal Form 940 report.

Defect 2079413: When you selected the Self-Mailer option in the W-2 (Data Only) group box, the report did not display the employer identification number (EIN) in box b.

Defect 2080639: When you selected the One Copy per Page option in the W-2c (Data Only) group box, the report did not display the employee’s state in box i (Employee’s address and ZIP code).

Defect 2068625: After you uploaded a new business budget from Excel, it was assigned the same version number as the existing one, even though that version had a status of Complete.

Defect 2076416: The Excel upload routine did not pick up escalation and defaulted to 0%, thus preventing cost and revenue calculations.

Defect 2075176: Following an automatic increase to escalation, and from that period forward, revenue amounts were lower instead of higher in both Analysis by Period and Revenue Analysis. In the latter report, the burdened cost amount was also lower than expected based on the applied revenue formula.

Defect 2036749: After you processed an import, the end date in the existing version of a budget or EAC was not updated to the end date of the imported one.

Defect 2073058: The report displayed the vendor names instead of the vendor employee names. 

Defect 2073068: Vendor employee names were missing from the report.

Defect 2036829: When you added an employee to the Hours subtask, Account ID did not auto-populate the ID that was configured as a timesheet default value for that employee in Costpoint.

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

Defect 2073168: After you saved a budget or EAC as final, the backend field (CURRENT_FL) that indicates the status did not update to Y.

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

Defect 2082703: You encountered a critical system error if the date format for the period columns was configured as MMM-YY (xxx/xxx).

Defect 2082688: The names of Key Entry resources did not automatically populate the Lookup unless hours had already been assigned and those hours fell within the start/end date range of the budget.

Defect 2082699: When you ran this application with the Detail Invoices checkbox selected, you encountered a system error.

Defect 2082572: The pool rate information message displayed the decimal equivalent of the rate instead of the percentage.

Defect 2082700: The pool rate information message displayed the decimal equivalent of the rate instead of the percentage.

Defect 2072943: When you imported a project with five levels or higher, you did not encounter the following error message: “Maximum level allowed is 4.” This issue affects Costpoint Essentials users only.

Defect 2082326: When you ran this application, the process completed with errors.

As a workaround, run the application while logged in as CPSUPERUSER.

Defect 2083029: When you cloned existing projects with five levels or higher, you did not encounter the following error message: “Maximum level allowed is 4.” This issue affects Costpoint Essentials users only.

Defect 2077115: The BOM Component Shortage Report had the following issues:

• Project-related substitute parts were missing.

• Quantities of substitute parts were inaccurate.

• The year of the date was not formatted with four digits.

• Extra footers were included, and some had text.

• A column for shortage was missing.

Defect 2083714: Project Role Security was not properly applied to the results of the Revenue Summary Report Template because it used the legacy package. The report should have used the secure package in Team Content » Packages » Project Reporting.

Defect 2084757: An unexpected prompt for project ID displayed before results on the Project Health dashboard were rendered by the system.

Defect 2085465: Project Role Security was not properly applied to the results of the PSR Template because it used the legacy package. The report should have used the secure package in Team Content » Packages » Project Reporting.

Defect 2087156: There was no seamless transition from Project Manager Security to Project Role Security where you could automatically configure the settings and transfer users of the CER__PM_MGR group to the CER__ROLE_SEC users.

If you need to manually set up Project Role Security, see the instructions in the Project Roles Security Setup section in Deltek Costpoint Business Intelligence 8.2.8 Post Installation and Configuration Guide for On-premises Users.

Defect 2082543: When the name of a timesheet class included an apostrophe, a system error occurred, and you were logged out after you ran the report.

Defect 2078209: Some deleted timesheet lines remained open following export, which prevented the status from updating to Processed.

Defect 2081101: Timesheet lines deleted from a previous period displayed when you reopened the timesheet.

Defect 2082512: When you filtered for a selected Timesheet Class, the count for Missing included timesheets that did actually exist.

Defect 2080638: The task to sign a timesheet was not removed after you resigned it.

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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