Contents of the Manage NAICS Codes Screen

Use the fields and options to configure the Manage NAICS Codes screen.

Contents

Use this table window to view and/or enter NAICS codes. Click New to add a new record.

Field	Description
NAICS Code	Enter a valid NAICS code that can be assigned to an opportunity, contract, or subcontract. There are Costpoint-defined NAICS codes that display automatically in this field. You cannot modify or delete these codes. For user-defined codes, once the code is assigned to an opportunity, contract, or subcontract, you will not be able to delete it on this screen.
NAICS Code Title	Enter the title of the NAICS code for user-defined codes, or modify the title of system-defined NAICS codes.
Show in Lookup	This check box is selected by default for both user- and system-defined NAICS codes, but you can modify it. Keep it selected to display the NAICS code in the lookup of the NAICS (primary) and NAICS (supporting) fields on the Manage Opportunities, Manage Contracts, and Manage Subcontracts screens. Only those codes that are available in the lookup can be used for new records in Manage Opportunities, Manage Contracts, and Manage Subcontracts. If you clear this check box for a code that was already used in an existing record on any of these screens, you will still be able to save that record as long as you do not replace the NAICS code for that record.
Source	This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.
SBA Size Standard (million USD)	Enter the maximum revenue (in millions of US dollars) that qualifies a company as a small business for the corresponding NAICS code. Note: This field comes pre-populated with data from the U.S. Small Business Administration (SBA) web site (https://www.sba.gov/document/support--table-size-standards) version 2017. To import new codes with the March 17, 2023 effective date into this screen, see instructions here: KB Article 114385. Note, however, that these instructions apply only if you are in Costpoint 8.2.4 or higher.
SBA Size Standard (Number of Employees)	Enter the maximum number of employees that qualifies as a small business for the corresponding NAICS code. Note: This field comes pre-populated with data from the U.S. SBA web site (https://www.sba.gov/document/support--table-size-standards) version 2017. To import new codes with the March 17, 2023 effective date into this screen, see instructions here: KB Article 114385. Note, however, that these instructions apply only if you are in Costpoint 8.2.4 or higher.
Effective Date	Enter, or click to select, the effective date for the NAICS code. For codes added through the imported file from KB Article 114385, this field is populated with a date of 3/17/2023. If you change the effective date of an existing record and then save the record, Costpoint displays a message informing you that this action will not update the NAICS code effective date in existing records in vendors, opportunities, contracts, subcontracts, or purchase orders. You can have multiple records with the same NAICS Code value on this screen as long as they have different effective dates.
NAICS Notes	Enter relevant notes about the NAICS code in this field. If the NAICS code is added to Costpoint through the Import GovWin IQ Data process, Costpoint populates this field with the following statement to indicate where the record came from and the date it was imported: "NAICS imported from GovWin IQ on <Date Imported>."

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Contents of the Manage NAICS Codes Screen

Use the fields and options to configure the Manage NAICS Codes screen.

Contents

Use this table window to view and/or enter NAICS codes. Click New to add a new record.

Field	Description
NAICS Code	Enter a valid NAICS code that can be assigned to an opportunity, contract, or subcontract. There are Costpoint-defined NAICS codes that display automatically in this field. You cannot modify or delete these codes. For user-defined codes, once the code is assigned to an opportunity, contract, or subcontract, you will not be able to delete it on this screen.
NAICS Code Title	Enter the title of the NAICS code for user-defined codes, or modify the title of system-defined NAICS codes.
Show in Lookup	This check box is selected by default for both user- and system-defined NAICS codes, but you can modify it. Keep it selected to display the NAICS code in the lookup of the NAICS (primary) and NAICS (supporting) fields on the Manage Opportunities, Manage Contracts, and Manage Subcontracts screens. Only those codes that are available in the lookup can be used for new records in Manage Opportunities, Manage Contracts, and Manage Subcontracts. If you clear this check box for a code that was already used in an existing record on any of these screens, you will still be able to save that record as long as you do not replace the NAICS code for that record.
Source	This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.
SBA Size Standard (million USD)	Enter the maximum revenue (in millions of US dollars) that qualifies a company as a small business for the corresponding NAICS code. Note: This field comes pre-populated with data from the U.S. Small Business Administration (SBA) web site (https://www.sba.gov/document/support--table-size-standards) version 2017. To import new codes with the March 17, 2023 effective date into this screen, see instructions here: KB Article 114385. Note, however, that these instructions apply only if you are in Costpoint 8.2.4 or higher.
SBA Size Standard (Number of Employees)	Enter the maximum number of employees that qualifies as a small business for the corresponding NAICS code. Note: This field comes pre-populated with data from the U.S. SBA web site (https://www.sba.gov/document/support--table-size-standards) version 2017. To import new codes with the March 17, 2023 effective date into this screen, see instructions here: KB Article 114385. Note, however, that these instructions apply only if you are in Costpoint 8.2.4 or higher.
Effective Date	Enter, or click to select, the effective date for the NAICS code. For codes added through the imported file from KB Article 114385, this field is populated with a date of 3/17/2023. If you change the effective date of an existing record and then save the record, Costpoint displays a message informing you that this action will not update the NAICS code effective date in existing records in vendors, opportunities, contracts, subcontracts, or purchase orders. You can have multiple records with the same NAICS Code value on this screen as long as they have different effective dates.
NAICS Notes	Enter relevant notes about the NAICS code in this field. If the NAICS code is added to Costpoint through the Import GovWin IQ Data process, Costpoint populates this field with the following statement to indicate where the record came from and the date it was imported: "NAICS imported from GovWin IQ on <Date Imported>."