Federal Tax 2020: Nonresident Alien Additional Amount

The final 2020 Federal Income Tax Withholding Methods (2020 Publication 15-T, https://www.irs.gov/pub/irs-pdf/p15t.pdf) were released December 24, 2019 by the Internal Revenue Service. These instructions include the following steps for computing the amount to withhold for nonresident alien employees.

Withholding Adjustment for Nonresident Alien Employees

Instructions. To figure how much federal income tax to withhold from the wages paid to a nonresident alien employee performing services in the United States, use the following steps.

Step 1. Determine if the nonresident alien employee has submitted a 2020 Form W-4 or an earlier Form W-4. Then add to the wages paid to the nonresident alien employee for the payroll period the amount for the applicable type of Form W-4 and payroll period. If the nonresident alien employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later, add the amount shown in Table 1 to their wages for calculating federal income tax withholding.

 

Table 1

Payroll Period	Add Additional
Weekly	$155.80
Biweekly	311.50
Semimonthly	337.50
Monthly	675.00
Quarterly	2,025.00
Semiannually	4,050.00
Annually	8,100.00
Daily or Miscellaneous (each day of the payroll period)	31.20

If the nonresident alien employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later, add the amount shown in Table 2 to their wages for calculating federal income tax withholding.

Table 2

Payroll Period	Add Additional
Weekly	$238.50
Biweekly	476.90
Semimonthly	516.70
Monthly	1,033.30
Quarterly	3,100.00
Semiannually	6,200.00
Annually	12,400.00
Daily or Miscellaneous (each day of the payroll period)	47.70

 

Step 2. Enter the amount figured in Step 1 above as the total taxable wages on line 1a of the withholding worksheet that you use to figure federal income tax withholding. The amounts from Tables 1 and 2 are added to wages solely for calculating income tax withholding on the wages of the nonresident alien employee. The amounts from the tables shouldn't be included in any box on the employee's Form W-2 and don't increase the income tax liability of the employee. Also, the amounts from the tables don't increase the Social Security tax or Medicare tax liability of the employer or the employee, or the FUTA tax liability of the employer.

Federal Tax 2020: Federal Withholding Allowance and Final Form W-4

Federal Tax Updates

Here are the changes to federal taxes for 2020:

• The value of a withholding allowance, which is included in withholding calculations for the revised Form W-4, increases to $4,300 for 2020. The increased allowance amount will be applicable in withholding calculations for the 2020 Form W-4, Employee's Withholding Certificate, and with Forms W-4 issued before 2020. (The $4,300 withholding allowance amount is included in withholding methods for use with the 2020 Form W-4. Instead of allowance amounts based on the number of personal exemptions claimed by an employee, a fixed amount equivalent to zero, two, or three allowances is exempt from wages.)

• For 2020, the fixed exemption amount, also known as a default allowance amount, will be zero for employees who check the box in Step 2c. For employees who do not check the box, the amount will be $8,600 for employees who are either single filers or heads of household, and the amount will be $12,900 for employees who are married filing jointly.

Final Form W-4

The 2020 Form W-4 has been redesigned to reduce the form's complexity and to increase transparency and accuracy in the withholding system. Beginning with the 2020 Form W-4, employees will no longer be able to request adjustments to their withholding using withholding allowances. Instead, using the new Form W-4, employees will provide employers with amounts to increase or reduce taxes and amounts to increase or decrease the amount of wage income subject to income tax withholding. The 2020 Final Form W-4 is available here: https://www.irs.gov/pub/irs-pdf/fw4.pdf. 

Publication 15-T (2020 Federal Income Tax Withholding Methods, https://www.irs.gov/pub/irs-pdf/p15t.pdf) has also been released. It offers instructions on how to compute withholding under new methods that were needed because of the federal tax code overhaul (Pub. L. 115-97), which took effect January 1, 2018. The proposed four-step withholding worksheet uses 2019 income tax amounts so employers can program payroll systems to accommodate the 2020 changes for Form W-4, Wage and Tax Statement:

• Employer Steps To Figure Federal Income Tax Withholding: This illustrates what the 2020 procedure would look like by using the 2019 tax parameters.

• Percentage Method Tables for Federal Income Tax Withholding: This illustrates what the 2020 tables would look like by using the 2019 tax parameters.

Screen Updates

To accommodate these changes, the following fields have been added to the Payroll tab of the Employee hub, under the Form W-4 Information section:

• Form W-4 Version: This drop-down list defaults to 2019, but you can change it to 2020. If you select 2020, the other Form W-4 fields on this screen display.

• Step 2 of W-4: Select this check box if the employee holds multiple jobs or is married filing jointly and the spouse also works.

• Dependents (Qualifying Children under 17): Enter the number of the employee's qualifying children below age 17.

• Other Dependents: Enter the number of the employee's other dependents.

• Other Tax Credit Amount: Enter the amount of the employee's other tax credits, such as education tax credits and the foreign tax credit.

• Other Income: Enter the amount of the employee's other income, which may include interests, dividends, and retirement income.

• Deductions: Enter the amount of deductions, other than the standard deduction, that the employee expects to claim.

The following existing fields, previously displayed below the grid, are now in the Form W-4 Information section:

• Locale Method

• Standard Occupational Classification Code

• Alaska Geographic Code

Vantagepoint does not support Form W-4. However, some state withholding and W-2 tables and calculations may be impacted based on the Form W-4 version. These fields have been set up to ensure that these tables and calculations are accurate.

Arkansas 2020 Tax Update

These are the changes for Arkansas effective March 1, 2020:

• The threshold for adjusting the net taxable income at the $50 range (midrange of $100) increases from $50,000 to $87,001.

• The tax rates used in the formula decrease; the range is now 0 to 6.6%, down from 0.9% to 6.9%.

For more information, see: https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/whformula.pdf.

Colorado 2020 Tax Update

The formula has been revised to use deduction amounts ($4,000 a year, or $8,000 if the employee is married and filing jointly) instead of allowances for new employees hired in 2020 or for employees that fill out the 2020 Form W-4.

For employees who have filled out a Form W-4 from 2019 or earlier, either the 2020 formula or the previous formula, effective January 1, 2019, may be used to calculate state withholding.

For more information, see: https://www.colorado.gov/pacific/sites/default/files/DR1098_2020.pdf.

Maryland 2020 Tax Update

The minimum standard deduction value used in the percentage method increases from $1,500 to $1,550, while the maximum standard deduction value increases from $2,250 to $2,300.

For more information, see the Employer Withholding Guide: https://www.marylandtaxes.gov/forms/current_forms/Withholding_Guide.pdf.

Massachusetts 2020 Tax Update

These are the updates for Massachusetts for 2020:

• The withholding rate decreases from 5.05% to 5.00%.

• The head of household tax value amount decreases from $121.20 to $120.00.

• The blindness tax value amount decreases from $111.10 to $110.00.

• The supplemental tax rate decreases from 5.05% to 5.00%.

For more information, see: https://www.mass.gov/doc/massachusetts-circular-m-income-tax-withholding-tables-at-50-effective-january-1-2020/download.

Minnesota 2020 Tax Update

Following are the changes for Minnesota:

• The amount of one withholding allowance increases from $4,250 to $4,300.

• The withholding tables for Single and Married have been updated.

• The computer formula that calculates how much to withhold supersedes any formulas before January 1, 2020: https://www.revenue.state.mn.us/sites/default/files/2019-12/wh_inst_20_0.pdf.

Mississippi 2020 Tax Update

The annual withholding table has been updated.  For more information, see: https://www.dor.ms.gov/Documents/Computer%20Payroll%20Flowchart.pdf.

North Dakota 2020 Tax Update

Changes have been made to North Dakota's income tax withholding methods and tables for 2020, to conform to the redesigned Form W-4. There will now be two withholding methods, depending on which version of the Form W-4 is used-from 2020, or from 2019 or earlier. 

Updates include the following:

• A new tax table has been added for the Head of Household filing status for Forms W-4 for 2020 and after.

• A new withholding method has been added for Forms W-4 for 2020 and after.

• The amount of one withholding allowance increases from $4,200 to $4,300.

For more information, see: https://www.nd.gov/tax/data/upfiles/media/rates-and-instructions.pdf?20191209214910.

Rhode Island 2020 Tax Update

Updates for Rhode Island include the following:

• The annual withholding table has been updated.

• The threshold for the 0.00 allowance amount increases from $227,050 to $231,500.

For more information, see: http://www.tax.ri.gov/forms/2020/Withholding/2020%20Withhholding%20Tax%20Booklet.pdf.

Expose the Login Configuration endpoint

The Login Configuration endpoint for Vantagepoint’s RESTful API is now available. This endpoint retrieves a list of available databases that a user can log into prior to any authentication.

Expose the Nonce endpoint

The Nonce endpoint for Vantagepoint’s RESTful API is now available. This endpoint returns a single-use, arbitrary number that you can add to a Vantagepoint URL, to bypass the login dialog box.

New predefined dashboards and dashparts have been added. These items use both the newly added employee dashpart base and other columns from existing dashpart bases.

Predefined Dashboards

The following predefined dashboards are now available:

• Draft Invoice Approvals: This predefined dashboard provides an overview of pending draft invoices and unbilled accounts receivables, and compares billed and unbilled amounts to contract amounts.

• Billing Review: This predefined dashboard provides an overview of pending billing amounts and billing terms for active employees who are associated with projects that have a charge type of regular (specified at the project level), and which are approved for use in processing (also specified at the project level).

• Employee Utilization: This predefined dashboard is available if the PSA and Accounting modules are activated. This dashboard provides an overview of the utilization metrics for active employees and supervisors, for the current year.

• Employee: This predefined dashboard is available if the PSA and Accounting modules are activated. This dashboard provides employees with a view of projects for which they are included as a team member, as well as the employee utilization and indirect time analysis metrics for the current quarter for those projects. If the CRM module is activated, employees can view their activities related to their projects in the My Activities system dashpart.

If you upgraded from a previous version of Vantagepoint to Vantagepoint 3.0, the My Utilization this Quarter and My Indirect Time Analysis this Quarter predefined dashparts are not included in the predefined Employee dashboard. If the PSA and Accounting modules are activated, you can add predefined dashparts manually, by editing this Employee predefined dashboard.

Predefined Dashparts

The following predefined dashparts are now available:

• My Utilization this Quarter: This predefined dashpart is available if you have the PSA and Accounting modules activated. Use this dashpart to display a pie chart with the direct and indirect hours spent working on projects during the current quarter, for the logged-in employee. A legend is displayed at the bottom of the pie chart.

• My Indirect Time Analysis this Quarter: This predefined dashpart is available if you have the PSA and Accounting modules activated. Use this dashpart to display a column chart with the time analysis information and the indirect hours spent for projects for the current quarter, for the logged-in employee.

• Employee Utilization this Year: This predefined dashpart is available if you have the PSA and Accounting modules activated. Use this dashpart to display a pie chart with the direct and indirect hours spent on projects by active employees, for the current year. A legend is displayed at the bottom of the pie chart.

• Employee Indirect Time Analysis this Year: This predefined dashpart is available if you have the PSA and Accounting modules activated. Use this dashpart to display a column chart with the time analysis information and the indirect hours spent on projects by active employees, for the current year.

• Employee Utilization this year by Supervisor: This predefined dashpart is available if you have the PSA and Accounting modules activated. Use this dashpart to display a column chart with direct and indirect hours spent on projects by active supervisors, for the current year. The columns for direct and indirect hours are displayed with column stacking, to help you compare the metrics in the columns of the chart, and a chart legend is displayed at the bottom of the chart.

• Employee Time Analysis This Year: This predefined dashpart is available if you have the PSA and Accounting modules activated. Use this dashpart to display a table with the time analysis metrics of active supervisors for the current year.

• Billing Review: Use this predefined dashpart to display a table with billing information for review of active employees that are associated with projects that have a charge type of regular (specified at the project level), and which are approved for use in processing (also at the project level).

• Billing Terms Review: Use this predefined dashpart to display a table with billing terms, for review of active employees who are associated with projects that have a charge type of regular (specified at the project level), and which are approved for use in processing (also at the project level). As an additional setting, compensation values are highlighted in blue to represent the differences between compensation and fee amounts in the billing terms.

• Billed Plus Unbilled vs Contract: Use this predefined dashpart to display a column chart that compares billed and unbilled amounts to contract amounts, for projects with which you are associated. Column stacking is used, to help you compare the metrics in the columns of the chart, and a legend is displayed at the bottom of the chart.

• Unbilled Aging: Use this predefined dashpart to display a table with information on outstanding accounts receivables for your projects.

• Draft Invoice Review: Use this predefined dashpart to display a table with draft invoices that are associated with projects that have a charge type of regular (specified at the project level), and which are approved for use in processing (also specified at the project level).

The Exports utility (Utilities » Imports & Exports » Exports) has the following new data pack and data export definition, specifically designed for integrating Vantagepoint with MYOB accounting software:

• The new MYOBSales data pack displays in the Data Pack field when you select MYOB in the Data Pack Category field on the Select Columns dialog box.

• The new Professional Sales data export definition displays in the grid on the Definitions tab of the Data Export Definitions form. Its Category field displays MYOB.

This is a Deltek-provided data export definition that you can use to export Vantagepoint data to a file, but you cannot edit the settings for the definition. An asterisk (*) displays beside the definition name to indicate that you cannot edit the definition. You can, however, copy the data export definition to create a new definition and then modify the new definition as needed. To copy a definition to create a new one, hover over the definition on the Definitions tab of the Data Exports Definition form, click the options icon at the end of the row, and select Copy. Assign a new name to the new definition and save it.

It is also recommended that you work with Deltek Consulting or a Deltek Partner to get the most out of this integration.

If you used a Shared Databases.enc path in Vantagepoint 2.0.x and upgraded to the 3.0.1 version, you had to discontinue the use of the Shared Databases.enc path. When you install the 3.0.2 update, you can restore the Shared Databases.enc path. Running the Vantagepoint install script sets up a Reporting application that allows you to preview and run reports when you use a Shared Databases.enc path.

For more information, see the Deltek Vantagepoint Installation and Maintenance Guide.

A new video titled "Creating a Table in a Proposal" has been added to the "For Proposal Coordinators" section in the online help topic titled Video Library.

This video demonstrates how to set up a grid that displays multiple records in a proposal. Presenting information in a table format provides prospects with easy-to-read information.

Access the video directly here: https://help.deltek.com/Product/Vantagepoint/3.0/USS/PropTable/

To access the Video Library topic in the Vantagepoint online help, click the help ? on any screen, and select Videos from the drop-down list.

Vantagepoint messaging related to conflicts when two users attempt to edit and save the same plan has been enhanced to provide clearer and more useful information.

If the CRM module is activated but the CRM Plus module is not, you now have access to the Proposals tab on the Projects form. You can use the Description grid on that tab to enter descriptions of the work performed for a project and use the Awards grid to enter information about awards that you won for the project.

 

Prior to version 3.0.2, you had to have the CRM Plus module to access the Proposals tab. (You must still have CRM Plus to have access to the Project Codes grid and Proposals grid on that tab.)

 

If you upgraded from Deltek for Professional Services (DPS) to Vantagepoint 2.0 or later, the upgrade process converted opportunities to in pursuit projects. The descriptions for those converted opportunities were added as a row in the Description grid on the Proposals tab to preserve them. However, if you had CRM but not CRM Plus, you could not view those descriptions. The change in tab access for this release means that CRM users once again can view those opportunity descriptions.

This enhancement allows UK customers who are charitable organizations to report the recoverable portion of taxes on a UK VAT Return that is created in Vantagepoint’s Tax File Generation application. To support this enhancement, the following changes were made in Vantagepoint:

Taxes Settings

In Settings » Cash Management » Tax Codes, a new Recoverable Tax Amount column was added to the Tax Report Mapping grid on the Tax Reporting tab of the Taxes Codes form.

• If you need to report only the recoverable amount of a non-recoverable tax code, enter the box number for accumulating the recoverable tax amount total.

• If you need to enter 0 in this field, enter 999 instead; if you enter 0, the value will be converted to blank.

Tax File Generation

On the General tab in Accounting » Tax File Generation in the desktop application, when you select UK VAT Return in the File Format field and select a tax code in the Tax Code field that has tax report mapping for the recoverable tax in Tax Codes Settings, the following apply:

When you run Tax File Generation processing:

• For all transactions using that tax code, the recoverable tax amount is calculated as: Tax Amount minus Non-Recoverable Tax Amount, if the tax amount is not completely non-recoverable. If the tax code has a non-recoverable rate that is different than the tax rate, then only some of the tax amount is recoverable.

• The recoverable tax amount will be accumulated for the box number specified in the Recoverable Tax Amount column in the Tax Report Mapping grid on the Tax Reporting tab in Tax Codes Settings.

• The TaxFile.TXT file that is generated has a new Recoverable Tax Amount column.

• The UK VAT Detail report has a new Recoverable Amount column.

In Screen Designer, a new Code field has been added to the Values grid on the Field Settings dialog box and in the Columns Properties section of the Grid Settings dialog box. You enter the properties for fields and grid columns (fields) on these dialog boxes. In the Values grid of these dialog boxes, you enter the items to display in user-defined, drop-down list fields. The new Code field displays a code that is automatically assigned to a drop-down list item. If you use multiple languages in Vantagepoint, this code helps you more easily identify drop-down list items when you open Vantagepoint in a different language and use these dialog boxes in Screen Designer to specify the names of the drop-down list items in a different language.

Updated PHP Version

The Touch Server for this version of the Deltek Vantagepoint mobile application has been upgraded to support PHP 7.3.14.

Apache Cordova for Android and iOS

This release includes the upgrade of Cordova-Android to 8.0.1 and Cordova-iOS to 5.1.1 to provide several improvements and fixes for Android and iOS.

In Settings » General » Options, the Workflow section of Global Options has changed:

• The Enable Workflow Log check box in has been renamed to Enable Workflow Troubleshooting Log. This helps emphasize that the log is intended to be used as a short-term troubleshooting tool to determine why workflows do or do not work correctly. If you leave the log enabled for extended periods of time, it may result in Vantagepoint performance degradation.

• The Number of Days to Retain Log field has been removed.

You can now view the log by opening the WorkflowLog table in the Vantagepoint database using a direct connection to the SQL database or using ODBC access.

After you enable the log and then disable it, all the data in the log is cleared automatically.

When you upgrade Vantagepoint to a new release, the Enable Workflow Troubleshooting Log check box is cleared automatically, and all the data in the log is cleared.

Options Form in General Settings

Some of the sections on the Options form in Settings » General » Options were rearranged for improved organization.

Defect 1201391: When you ran Revenue Generation for active projects and phases, it incorrectly included projects and phases with an inactive status.

Defect 1229600: When you ran Revenue Generation, the adjustment for a project was incorrect. This occurred when you entered the following for a project on the Accounting tab of the Projects form (in Hubs » Projects » Project):

• In the Revenue section at the lowest WBS level for a project, you entered a user-defined method in the Revenue Method field.

• In the Revenue section and Overall Revenue section at the project (WBS1) level:

• You have a user-defined method in the Revenue Method field that is different than the one you entered for the lowest WBS level.

• You selected the Enable Overall Revenue Limit check box.

• In the Basis field, you selected Revenue Method and a lowest-level WBS element for the adjustment.

Defect 1231747: In Billing » Interactive Billing or in Hubs » Projects » Billing Terms, when you tried to update fee information on the Fees tab, you received several error messages: "You do not have rights to update this record," "Field Key does not exist," and "Error occurred saving the project." This occurred if your security role had Read Only record access for projects and Add/Modify record access for Billing Terms.

Defect 1229273: When you selected the Transferred from Phase and Transferred from Task columns on the Select Columns dialog box, those columns were not added to the grids on the Expense and Unit tabs.

Defect 1242044: This issue applies if you use approvals for billing invoices and you set a project's billing terms to include outstanding Account Receivables on invoices. The AR section on an invoice incorrectly showed an invoice that was paid as outstanding in the following scenario:

1. In Interactive Billing, you submitted an invoice for approval.

2. You entered a cash receipt for an outstanding invoice that was included in the AR section of the submitted invoice.

3. You approved and accepted the submitted invoice.

Defect 1242520: In Interactive Billing, you were unable to select an existing invoice file on the Invoice File Selection dialog box if Enable Transaction Center Approvals was set to Yes in Settings » Accounting » Transactions.

Defect 1244303: This issue occurred when you transferred multiple labor transactions at a time for the same employee on the Labor tab in Interactive Billing. The comments that you entered for the first transferred labor transaction were not saved and not visible in Interactive Billing for the projects to which the labor was transferred. The comments also did not appear on the Project Labor Detail report.

Defect 1244831: This issue occurred in Interactive Billing when you clicked Other Actions » Assign Invoice Number on the Interactive Billing form, and you selected to assign a specific invoice number. On the Assign Invoice Number dialog box, you were allowed to enter as many characters as you wanted for the invoice number. It should have allowed you to enter only the number of characters that you defined in Utilities » Key Formats » Reference Numbers.

Defect 1233291: On the Payments tab, when you tried to export payment data to the Excel file format several times, each exported file provided different information.

Defect 1249666: When you opened a bank reconciliation record for the current period and then selected New Bank Reconciliation for a prior period and added a Closing Balance value for the same bank, when you re-opened the record for the current period, the Opening Balance value did not automatically update.

Defect 1250566: When you entered an AP Voucher in Utilities » History Loading » Accounts Payable and used a single-currency database, and you then created a new Direct Debit payment run in Cash Management » Vendor Payments, the transaction amount displayed as 0.00 in Cash Management » Bank Reconciliation after you processed and posted the payment run.

Defect 1234626: When you clicked the Print option on the Electronic Files page of the Employee Payments form, you received an access error.

Defect 1236763: When you created a new payment run, you could not sort the values in the Vendor Number column on the Vendor Name Lookup dialog box.

Defect 1247383: When you manually linked a billed and paid-in-full billing invoice to a PWP (pay when paid) AP voucher in Hubs » Firms » Voucher Review, the AP voucher was not automatically included on an automatic Vendor Payment run in Cash Management » Vendor Payments.

Defect 1214274: An error occurred when you selected a hub record if the User/Role access rights were based on a value that was entered for a user-defined or custom field.

Defect 1232634: On the Overview tab in the Hubs, if you selected a phone number in the Phone field and tried to change the phone number format, the existing phone number was deleted.

Defect 1242558: The horizontal scroll bar did not display for a user-defined grid in a user-defined hub.

Defect 1232617: When you used Settings » Security » Roles » Record Access to specify Specialty is not equal to employee for firms, you could not display a list of activities from the Search field in the Activities hub.

Defect 1192097: When you linked a project to a firm on the Associations tab in the Firms hub, updates that you made to the Type field in the Projects grid on that tab were not automatically reflected in the Projects grid on the Associations tab of the Contacts hub.

Defect 1205546: On the Summary pane in the Contacts hub, when you clicked the hyperlink in the Last Activity field, a Contact information bubble was displayed instead of an Activity bubble for the last activity.

Defect 1237846: When you used the List View in the Contacts hub, the Owner column displayed the employee number instead of the employee name.

Defect 1242006: When the Employee to Firm/Contact Relationship Settings option was set to SysOwner in Settings » Labels and Lists » Lists, the Relationship options in the grids on the Firms & Contacts tab in the Employees hub displayed Text Not Translated for all non en-US language databases. 

Defect 1256128: When the Payroll Interface option was set to Paychex on the Labor Options form in Settings » Accounting, the Paychex Employee Number and Client Number fields did not display on the Accounting tab in the Employees hub.

Defect 1213843: When you use multiple companies: if a Vendor Firm was set up with the Approved for Use in Processing check box selected in one company and you changed companies to enable it in another company, the check box appeared as automatically selected and displayed only some of the fields. As a result, you had to first clear the Approved for Use in Processing check box and then select it again to see all the fields.

Defect 1240740: When you used the List View on the Associations tab in the Firms hub, you could not use the Stage field to filter the grid results.

Defect 1252967: When you tried to save a new marketing campaign, you received the following error: "The value of the next auto-number is greater than the maximum allowable auto-number field length."

Defect 1228584: In List View, if you copied and pasted multiple rows in quick succession, and then worked in a different application, when you returned to List View, some of the fields had reverted to their previous values.

Defect 1229146: When you exported data from the Contract Management grid on the Contract tab in Projects » Contract Management, the Excel file included HTML code in the Totals row. 

Defect 1241407: In Settings » General » Modules, when you enabled the Resource Planning module but did not enable the CRM module, the Estimates form became unavailable in the Projects hub.

Defect 1236266: Users whose roles did not have full access to applications could not preview PDF, RTF, DOC, or XLSX invoices in Hubs » Projects » Invoices. 

Defect 1155050: When you selected Other Actions » Project Settings and enabled Project Number as the sort order on the Project/Phase/Task Lookup dialog box, the projects did not sort by number and were instead sorted by name.

Defect 1204394: If you created a project workflow in Settings » Workflow » User-Initiated Workflows and selected Create Promotional Project from Regular Project as the method on the Function Configuration dialog box, you received an error when you tried to use this workflow to create a project.

Defect 1210108: This issue applies if you set Enable Revenue Categories to Yes in Settings » Accounting » Revenue. In the Projects hub, when you created a project by copying from another project and you also selected to copy the billing terms, the billing categories were not copied as they should have been. This occurred if the billing terms for the project that you copied had the Allocate Billed Revenue on Fee Invoices Based on Category check box selected on the Fees tab in Billing Terms.

Defect 1228469: On the Projects form, the Source field for a project record was blank when the project record was migrated from an opportunity record with a value in the Source field (in Deltek Professional Services 1.0).

Defect 1231198: When you created a new project from another project with all levels approved for use in processing, the newly copied project had all levels not approved for use in processing.

Defect 1231650: The Project List View became unresponsive when you selected a cell in the Location column.

Defect 1231966: When you modified the Primary Client field for a phase record on the Overview tab, you received an error message.

Defect 1231993: When you upgraded to Vantagepoint, some converted projects that were synchronized with Ajera did not show a value for the Sync to Ajera field and the Stage field in the Summary pane of the Projects form.

Defect 1232969: When you created and saved a new project, you received a "GATEWAY_TIMEOUT" error.

Defect 1238312: When you updated the Primary Client Address on the Overview tab in the Projects hub, the Project Location field updated automatically.

Defect 1241399: If a user who did not have access rights to the Charge Type field on the Accounting tab of the Projects hub made a change to the project, the project's Revenue Method on the Accounting tab was changed to N - No Revenue Recognition.

Defect 1243713: Drop-down menu options for the Stage field on the Stage dialog box were not translated when Vantagepoint was configured for a language other than English. This occurred for project records that were migrated from opportunity records. (The Stage dialog box is displayed when you click the Edit button for the Stage field in the summary pane of the Projects form.)

Defect 1246885: When you configured a function in Screen Designer to create a new project with a workflow, and you set up the workflow to create the new project based on a template, the new project record displayed an empty Charge Type field on the Accounting tab of the Projects form. This occurred even when the charge type was correctly configured on the Accounting tab of the Project Templates form in Settings » Project » Project Template (in the desktop application).

Defect 1246915: When you set the Method option to Create Project From Template on the Function Configuration dialog box for a workflow with a Function action type, the workflow created new project records with an empty Charge Type even if the charge type was correctly configured in the selected project template.

Defect 1249466: If you viewed uploaded files in the Files grid of the Files & Links tab, accessed another area in Vantagepoint, and then returned to the Files & Links tab of the Project form, the uploaded files no longer displayed there. This occurred even when the uploaded files were displayed on the Files Administration form in Utilities » Files Administration in the desktop application.

Defect 1251116: When you copied a phase that had associated transactions to create a new phase, some database fields for the new phase were set to incorrect values, and that in turn caused billing extensions to not be calculated.

Defect 1216896: The View Absence Request Schedule in My Stuff » Approval Center » Absence Requests was applying the employee’s timesheet administration level record access instead of using the employee’s role security and Approval Workflow record access for absence requests.

Defect 1222294: In My Stuff » Calendar, when you tried to add a recurring activity in which you selected the Last Day of a Month in the Repeats, sometimes either the activity was not listed on the Calendar or it appeared incorrectly on the last day of each week instead of the last day of each month.

Defect 1233327: In dashparts with the project base, the Profit column displayed an incorrect value, because it did not include overhead amount costs. Consequently, the Profit Percent column also displayed an incorrect value, because the value in the Profit Percent column is derived from the value in the Profit column.

Defect 1244118: When you viewed dashboards, you received the following error message: "Must declare the table variable "@tabContract". Incorrect syntax near ')'.Incorrect syntax near ')'."

This occurred sometimes when a dashboard contained a dashpart that uses the Project base, such as the following predefined dashboards:

• Principal

• Project Manager

• Accounting

Defect 1244324: When you expand a project with phases and tasks in a table dashpart with a project base, the expanded view displayed incorrect phases and tasks for the project.

Defect 1248054: In dashparts with the project base, the Amount Cost column displayed an incorrect value because it did not include overhead cost amounts.

Defect 1251184: When a dashpart with the project dashpart base displayed a column with a check box, the check box changed color and appeared to be editable when you hovered over it, even though the check box was not editable.

Defect 1180789: The Approve option was not displayed when you completed the following steps on an expense report with an in-progress approval status:

1. Submit an expense report.

2. Copy an expense line item and save the expense report.

3. Delete the expense line item copy and save the expense report again.

This issue has been resolved. In addition, the expense report now displays the Restart Approval option in place of the Approve option if the following are true:

• The approval workflow step for in-review approvals is configured with the restart approval action.

• You copied or inserted an expense line item and saved the expense report.

• You deleted the expense line item that you copied or inserted and then saved the expense report again.

Defect 1202119: If, on the Overview tab in Settings » Security » Roles, your security role had no access to Liability Code on the Utilities » Key Conversions list in the Navigation menu tree, you were unable to filter by the Liability Code on the Vouchers By Project report.

Defect 1212171: On the Options tab of the Accounts Receivable Aged report, whether or not you selected the Include Invoice Detail option, the invoice details were available when you generated the report.

Defect 1212249: When you selected any of the Billing Status options on the Options tab of the Project Detail report, report records were not filtered based on the status that you specified.

Defect 1225496: You could not add a dormant account to a General Ledger report.

Defect 1231374: For the Project Progress report, when you set the Reporting Amounts Report At option to Cost and set the Report In option to Billing Currency, the Labor Amount column displayed the billing extension amount instead of the cost amount.

Defect 1231608: If you manually added user defined values to a hub drop-down list that had existing values, the manually entered values were not displayed in the drop-down list.

Defect 1232523: In the Images and Margins section of the Options tab for a Favorite report, even though you cleared the Statement Label check box to exclude it from the report, the Statement Label appeared on the generated report.

Defect 1232532: When you added an image file to a report, then ran and saved the report as a Favorite, the image was not saved in the Margin and Images section of the Options tab.

Defect 1237815: When you set up an Income Statement report as the basis of a favorite and you included a budget on the Options tab of the report, that budget was not successfully saved as a report option.

Defect 1238213: For some projects, the ETC Planned and EAC Planned amounts were correct in the summary pane in the Projects hub, but when you generated the Office Earnings report with the Budget Source option set to Project Planning Budget, ETC hours and amounts did not display. In addition, ETC was not included in the calculation of EAC hours and amounts for the report, so those EAC values were incorrect.

Defect 1238873: When you generated a report and then clicked the Search and Download button on the toolbar of the report viewer, the advanced search grid did not display at the bottom of the report viewer.

Defect 1241926:  When you generated an Invoice Approval report with an action date range, the report displayed items outside the date range that you specified.

Defect 1242082: When you used a CRM-only database to run a Project Forecast report on awarded projects, there was no information in the generated report.

Defect 1242527: When you searched by employee office in the Resource Utilization by Company report, you received an error. This error did not occur when you searched by other fields.

Defect 1243723: On the Columns & Groups tab for the Project List report, when you selected Organization Name group and tried to generate the report, an error occurred during report processing.

Defect 1244248: When you changed the period selection to a previous period and then selected Other Actions » Schedule for a report with the Always Run in the Current Period check box not enabled, the report incorrectly ran in the current period rather than the period you were in at the time that you scheduled the report

Defect 1247559: When you scheduled a report to run, and selected to email the report to recipients that you chose from the Project Role list on the Email Report dialog box, you received the following error: "Incorrect syntax near the keyword 'WHERE."

Defect 1248665: The added amounts of the lower WBS levels (such as tasks) and the higher WBS levels (such as phases) were displayed in the Total fields in the Project Earnings report. This error occurred even if you configured Vantagepoint to automatically calculate amounts for higher WBS levels by selecting the At Lowest Level Only option on the General tab of the Contract Management settings form in Settings » Project » Contract Management.

Defect 1250563: When you scheduled a report to send via email using the Other Actions » Schedule option in My Stuff » Reporting, the recipients on the Schedule dialog box did not remain selected if you set the Select Attendees From option to Project Role.

Defect 1215427:  In Settings » Time » Time Periods, if you set the timesheet period status to Administrator or System Administrators, you were not able to add a new timesheet in the Timesheet application for an employee with a timesheet administrative level.

Defect 1231190: Even when you clicked the Submit button, timesheets were not submitted and remained with a status of In Progress.

Defect 1235386: When you checked the employee's timesheet, absence requests that were dated and approved in the previous year were displayed in the current year.

Defect 1237823: When an employee's role was set up as Record Level View is Employees - Employee is Me, and the role did not have access to a particular project on the Team tab in the Projects hub, the employee could still access the project record using the Project lookup.

Defect 1240729: When you selected Other Actions » Floor Check and then changed the company in the Company drop-down on the Floor Check dialog box, the Hours Entered value for the new company was incorrect.

Defect 1240786: When you were using the Microsoft Edge web browser, if you opened the drop-down for a timesheet hours value and corrected a spelling error indicated by red underlined text in the Comment field, your corrections were not saved.

Defect 1241695: You were able to post timesheets before their timesheet lines were approved.

Defect 1243817: When you entered a valid labor code on a timesheet and that labor code had never been used before on any other timesheet, you incorrectly received an error message saying that the labor code was invalid.

Defect 1241425: The date format that you selected for a purchase order template, which is used to format the various dates on purchase orders (purchase order date, order date, and due date), was not consistently used for all the dates on the purchase order.

Defect 1242518: When you clicked Print in the Receipts grid of the Receiving form (in the desktop application), you received an error.

Defect 1230046: This applies for RFQs that have multiple line items that could be purchased from multiple vendors. When you printed or previewed the RFQ, it incorrectly printed a separate page for each item for a vendor. It should have printed all the items for a vendor on one page.

Defect 1244805: When you attempted to reassign a portion of the hours from one resource to another resource at the same work breakdown structure (WBS) level, the hours were not transferred correctly. In some cases, not all of the hours selected were reassigned. In other cases, the period selection was not retained when the reassignment was completed and the hours were spread along the entire project plan.

Defect 1237225: When you performed an advanced search on a project report, you could not select an inactive or terminated Project Manager to filter and run the report.

Defect 1238198:  When you edited an existing saved search on the Edit Project Search dialog box in the Projects hub, clicking Apply All correctly selected the results from the preview window. However, when you viewed the list of projects in the Projects hub, all projects continued to display instead of only those projects from the search results. 

Defect 1243056: You could not map a Liability type account in the Labor Accounts grid in Settings » Accounting » Labor Posting. 

Defect 1236296: When you did not select the Units option in the Debit and Credit Distribution by Organization grid in Settings » Accounting » Posting Accounts, and you entered a credit project that did not include a task (WBS 3) for the unit, the record did not save correctly and there was an unbalanced posting for that unit.

Defect 1207253: When you copied multiple category rows and clicked Save, you received an error message indicating that the records cannot be added.

Defect 1223628: When you clicked the Project lookup and selected a project with a phase, a task, or both, you received a "No matching records on file for search value" error.

Defect 1224198: On the Accounts settings form, if you changed the status of an account to Dormant when that account was only used in the History Loading utility, you received an error message indicating that the account was already in use.

Defect 1241523: This issue applies if you have Vantagepoint set up to integrate with Ajera. When you tried to add a new organization in Vantagepoint Settings » General » Organization, you received the following error message: "Record already exists and cannot be added." You also received the following sync failure error when you ran the Ajera integration: "Employee <XX> was not updated because the employee org is required."

Defect 1240739: On the States settings dialog box, when you added a state abbreviation code that was already assigned to a country, you received a "Unique codes must be entered" error message.

Defect 1246938: This issue applies for users with a security role that has a record level view filter set up for Billing Rate Tables in the Application Record Access grid on the Record Access tab in Settings » Security » Roles. These users received the following error when they searched for rate tables in Settings » Rate Tables: "The multi-part identifier "RateTable.TableName" could not be bound."

Defect 1247425: When you added a new employee to a rate table, the Employee Lookup dialog box displayed employee names multiple times.

Defect 1237796: When you selected Settings » Rate Tables » Billing Labor Categories and entered a value greater than 32767 in the Rate field in the Categories grid, you received an error message.

Defect 1237792: When you set up record access for a role and used the Record Level View lookup to select Org is Mine, Vantagepoint incorrectly displayed an organization in the Value field instead of displaying no values.

Defect 1240031: If your security role granted you access to only the Chart of Accounts item on the Navigation pane (specified on the Overview tab in Settings » Security » Roles), when you tried to select the Chart of Accounts (in Settings » General Ledger » Chart of Accounts), you received the following error message: "You do not have access."

Defect 1246886: The Function Configuration dialog box allowed you to save the configuration for the arguments even when the argument values that you entered were based on an SQL expression with omitted or empty parameter values on the Expression Builder dialog box.

The Function Configuration dialog box now requires that all argument values have defined SQL expressions. To access the Function Configuration dialog box, click Function in the Action column in the Actions grid of the User Initiated Workflows form or the Scheduled Workflows form.

Defect 1230724: When you created a workflow that also generated an email alert, using the Clendor.Owner field in either the subject line or the body resulted in the employee ID displaying, instead of the employee name.

Defect 1231975: The Notes dialog box that displayed when using Add Action » Create Activity in Settings » Workflow did not have an Insert Fields option.

Defect 1247532: The scroll bar on the Conditions dialog box did not display when you added a large number of conditions for a workflow. To display the Conditions dialog box, click the ellipsis icon in the Conditions field on the User Initiated Workflows form or the Scheduled Workflows form (Settings » Workflow » User Initiated Workflows or Scheduled Workflows).

Defect 1241072: The mobile application encountered performance issues when retrieving project data for a large structure that included many projects, phases, and tasks.

Defect 1243927: If you edited an activity created in Touch CRM in Edit Activity, you could not save your changes.

Defect 1239043: If your mobile application was set to the French (Canadian) language, timesheet periods with a Posted status were incorrectly translated.

Defect 1165852: If you entered values for a record in the Vendor and Invoice fields while using List View on the AP Invoice Approvals form, you could not switch to Detail View.

Defect 1227595: If you approved multiple AP Invoice Approvals when the setting to use files to group transactions was disabled, incorrect AP Vouchers were created in the same Batch ID file.

Defect 1237740: When you opened the lookup on the Purchase Order field of the AP Invoice Approvals form, there were no Select All or Deselect All controls available on the Select Purchase Orders dialog box.

Defect 1237750: If a submitted invoice was rejected and returned, the Add Note option was not available on the Notes dialog box when you clicked Other Actions » Notes and you could not add a follow-up note to document the correction.

Defect 1248051: When you selected a purchase order to be associated with an AP invoice, the description text from the purchase order line item was not transferred and the Description field was blank in the Project Detail section of the AP Invoice Approvals form.

Defect 1240726: If the description in an Organization Key Conversion report contained an apostrophe ('), the description appeared with double quotes (") in the Post Comment field when you posted the report log.

Defect 1241969: When you entered and posted a cash receipt in Transaction Center » Transaction Entry » Cash Receipts, the posting did not appear on the Posting Review form in Transaction Center » Posting Review or on the Undo Posting form in Utilities » Transactions » Undo Posting.

Defect 1237594: The Period Ending drop-down list defaulted to the first timesheet period in the next accounting period, instead of the current period.

Defect 1235435: This issue applies if you use multiple currencies. When you posted an AP voucher with two tax codes for a voucher line, and the tax codes had the same currency as the voucher payment currency, the total amount for the AP voucher was sometimes incorrect.

Defect 1242555: The Bank drop-down list in AP Vouchers and AP Disbursements was sorted by bank code rather than bank name.  

Defect 1249672: When you opened a cash receipt record on the Cash Receipts form, the total amount for a cash receipt sometimes displayed as -0.00. When you tried to access the Control Totals dialog box (Other Actions » Control Totals), you received the error message "Error converting data type varchar to numeric" and could not access the dialog box.

Defect 1228483: If you created a tax code while logged in using the English (International) language, and entered or modified an invoice that included tax codes in the Transaction Center, you received the following error: "Error occurred saving invoice."

Defect 1241533: When you entered a tax invoice in Transaction Center » Transaction Entry, if the tax code and invoice mapping were set to liability accounts, and the Maintain Separate Balance Sheet by Organization option was not selected in Settings » Organization » General in the desktop application, you could not save the invoice.

Defect 1229247: When the Enable Transaction Center Approvals option was set to Yes and the Enable for All Transaction Types option was set to No in Settings » Accounting » Transactions, the RevGen Transaction Files automatically showed as Approved and could not be deleted.

Defect 1238195: If you owned the Asset Management module but not the Purchasing module, the Items tables were not available from the Table Description drop-down list on the advanced Import Utility screen.

Defect 1231208: In Vantagepoint, if you made changes to a firm that was both a client firm type and a vendor firm type, and the firm was already added to QuickBooks Online during a synchronization, the following error displayed multiple times in the error log in Integrations » QuickBooks » Error Logs: “Failed Quickbooks integration.”

Defect 1238851: When you use QuickBooks integration with Vantagepoint, Vantagepoint mistakenly created duplicate timesheet records in the database before timesheet were posted. The number of the duplicates created depended on the number of times users edited a timesheet before posting it and running the QuickBooks Integration. Duplicate timesheet records were then added in QuickBooks during the integration process.

Defect 1238853: When Vantagepoint and QuickBooks Online were synchronized, some Vantagepoint timesheets were not updated in QuickBooks Online, and you received the following error message: "Attempted to divide by zero' error during the process." This occurred for timesheets that had detail records with zero hours.

Defect 1243655: When you unposted a timesheet in Vantagepoint, the related entry in QuickBooks Online was not removed. If you then modified the timesheet in Vantagepoint and re-posted it, the timesheet was duplicated in QuickBooks Online.

Defect 1199839: When you clicked Add Account and searched for accounts, the account names did not display in the drop-down list.

Defect 1243114: On the Change Number tab, you could not use the Change Number grid to change the phase number for multiple row items. The grid only worked when there was a single row item.

Defect 1243116: On the Change Number tab, you could not use the Change Number grid to change the task number for multiple row items. The grid only worked when there was a single row item.

Defect 1238191: When you created and ran a New Search and Replace using a custom field in the Record Selection to update Employees, you received an error message.