Projects Tab

Use this tab to establish general settings for your Costpoint projects.

Contents

Field	Description
Require Incurred Cost Submission Code for all Projects	This checkbox is cleared by default, which assumes that you have no government contracts, and that an Incurred Cost Submission Report is not required. In this case, the ICS codes on the Manage Government Contract Information screen are not required for any project. If you select this checkbox, an ICS code is required for every project, regardless of type. These codes represent the categories specified on the Incurred Cost Submission Reports. Some examples of incurred cost submission codes are: Comm (Commercial) Cost Flex (Flexible) IR&D (Internal Research and Development) TM/F (Time and Materials/Fixed) B&P (Bid and Proposal) This checkbox is for use by companies that contract with the federal government.
Track Owning Organization History	Select this checkbox to track modifications to the owning organization by project. You must select this checkbox to enable the Org History subtask of the Manage Project User Flow screen. This checkbox is selected by default.
Show Period of Performance Warning Message	Select this checkbox to enable period of performance validation. Enter period of performance data on the Manage Modifications screen. The period of performance validation produces a soft warning every time a transaction is entered that falls outside of the project's period of performance. Because this warning is invoked at the line level, it can greatly reduce the speed of data entry. If you are not concerned with period of performance validation, leave this checkbox cleared.
Modifications Effective Date	Use this drop-down list to select whether to have the system date default into the project modification effective dates or leave the effective date blank to require users to enter it. Valid options are: Default System Date: Select this option to have Costpoint use the system date as a default for the effective date of new project modifications. The date that defaults can still be changed when you select this option. User Must Enter Date: Select this option to require the user to enter the effective date when entering new project modifications. No date defaults when you select this option, and the user must enter a date before he/she can save the modification record. The selection you make in this drop-down list determines the setting of the Effective Date field on the following screens: Manage Modifications Manage Project User Flow Manage Contracts Manage Subcontracts Note: If Default System Date is selected on the Configure Project Settings screen, check that the date that defaults is applicable to new project modifications to avoid revenue ceilings being released incorrectly. If User Must Enter Date is selected, the Effective Date field on these screens becomes required. Make sure to enter a value in Effective Date before saving the record to avoid an error. The Import Project Master Data application also considers the option you select in this drop-down list, and follows this logic: If Default System Date is selected and there is no Effective Date value (EFFECT_DT column in the PROJ_MOD table) in the input file, the system date defaults into the modification effective date when project modifications are imported. If Default System Date is selected and an Effective Date value has been entered in the input file, Costpoint uses the input file effective date when project modifications are imported. The system does not overwrite this date with the current date. If User Must Enter Date is selected, the input file must have an Effective Date value before it can be imported. If Effective Date is left blank, an error will be indicated in the Import Project Information Error Report.

Period of Performance Start and End Dates

Use this group box to select the method for updating the period of performance (POP) start and end dates.

Field	Description
Update POP Start Date based on earliest Start Date From	Select the POP update method for the start date. Valid options are: All Modifications: Select this option to update the POP start date using the earliest start date out of all applicable projects' modification starting dates. The application looks at modifications for all applicable projects and their lower-level projects, and selects the earliest starting date from all of these modifications. Only mods with latest effective dates: Select this option to update the POP start date using the earliest starting date out of the modifications with the most recent effective dates for each applicable project. The application does not look at all modifications. Instead, it looks at a result set consisting of only the latest modification for each project ID at or below the level of the specific project being updated and selects the earliest starting date from that group of modifications. The default is All Modifications.
Update POP End Date based on latest End Date From	Select the POP update method for the end date. Valid options are: All Modifications: Select this option to update the POP end date using the latest ending date out of all applicable projects' modification ending dates. The application looks at modifications for all applicable projects and their lower-level projects, and selects the latest ending date from all of these modifications. Only mods with latest effective dates: Select this option to update the POP end date using the latest ending date out of the modifications with the most recent effective dates for each applicable project. The application does not look at all modifications. Instead, it looks at a result set consisting of only the latest modification for each project ID at or below the level of the specific project being updated and selects the latest ending date from that group of modifications. The default is Only mods with latest effective dates.