Set Up Costpoint Multicompany

You must configure Costpoint multicompany options when initializing the database. Do not switch this feature on or off after the system has been initialized.

If you need to change Costpoint multicompany options, please contact Deltek Support via Deltek Time & Expense with Employee Self Service.

To set up Costpoint Multicompany, complete the following steps:

1. On the General Configuration screen, select the Costpoint Multicompany check box on the Miscellaneous tab.
2. In Costpoint, on the People > Labor > Timesheet Interface > Export Data to Deltek Time and Expense screen, configure Deltek Time & Expense with Employee Self Service interface for the following:
   • • On the Charge Trees tab, create charge trees by company.
   • • On the Employee Information tab, create employee groups by company.
3. In Costpoint, on the People > Labor > Timesheet Interface > Deltek Time and Expense application group, execute the interface applications to export data into Deltek Time and Expense. Do a complete data export, instead of selecting the Changes Since Last Download check box.
4. On the Import Console screen in the Process menu in Deltek Time & Expense with Employee Self Service, execute an import on demand.
5. On the Charge Trees screen, select each top-level charge tree and select the Restrict Access check box. Select the charge tree again and go to the Restrictions tab, where you can associate the company-based charge tree with the appropriate company-based employee group.