Mods Subtask

You should enter the initial signed and funded value for a project against Modification 0000. Modification numbers other than 0000 are not treated as original value for reporting purposes.

Use this subtask to enter the initial signed value, funded value, and period of performance for a project. Then you need to use it only to update modifications to signed or funded value, or to the period of performance.

This subtask is also available as a standalone application, Manage Modifications.

Modification

Field	Description
Modification ID	Enter a modification number in this field. This is an alphanumeric field, and as long as numerals are used in the beginning or end of the mod number, Costpoint provides a default of the last modification number for the project plus one. If no modification numbers are found, it defaults to "0000." After you save the record, this field is non-editable. The size of the initial modification number that is used also determines the size of all modification numbers for the project (for example, if you assign Mod Number A1 as the first Mod Number, you run out of mod numbers after A9 because Costpoint treats A10 the same as A1). This is a required field. is available for this field.
Description	Enter, or click to select, a description of each modification number. If the Validate Modification Descriptions checkbox is not selected on the Projects tab of the Configure Project Settings screen, you can enter any description in this field. If this checkbox is selected, you can enter or select only modification descriptions that are set up and marked as Active on the Manage Modification Descriptions screen. Even if the validation is turned on and the description does not exist in Manage Modification Descriptions, Costpoint retains any description used on previously saved records as long as the description itself is not edited on a record. Once you edited that description with the validation in place, you will not be able to save the record unless you select a replacement description that exists in Manage Modification Descriptions. Note: If validation is on, make sure that you enter a description exactly as how it appears in Manage Modification Descriptions, including the case used. For example, if INITIAL exists and is marked Active in Manage Modification Descriptions and you enter Initial in this field, Costpoint considers this as invalid and displays an error message.
Effective Date	This field displays the effective date or date on which the modification was issued on this screen. The value in this field depends on the selected option in the Modifications Effective Date drop-down list on the Projects tab of Configure Project Settings screen: If Default System Date is selected, the current date defaults in this field, but can be modified. If User Must Enter Date is selected, this field is blank. You must enter, or click to select, a date before you can save the record. Costpoint uses this date in determining ceiling amounts when Compute Revenue is run.
Contract Modification ID	This field is visible only if you are licensed for `Capture & Contracts`. It displays the contract modification ID corresponding to the modification created or updated for the project on the Contract/Project Modifications subtask of the Manage Contracts screen. This is blank if the modification is created on the Manage Subcontracts screen.
Contract ID	This field defaults from the CTM Contract ID value on the Details tab of Manage Project User Flow. The unlabeled field to the right displays the contract name.
Subcontract Modification ID	This field is visible only if you are licensed for `Capture & Contracts`. It displays the subcontract modification ID corresponding to the modification created or updated for the project on the Subcontract/Project Modifications subtask of the Manage Subcontracts screen.
Subcontract ID	If you are licensed for `Capture & Contracts` and Subcontract Modification ID is not blank (that is, modifications are created or updated for the project on the Subcontract/Project Modifications subtask of the Manage Subcontracts screen), this field is disabled and displays the subcontract ID associated with the project. If you are licensed for `Capture & Contracts` and Subcontract Modification ID is blank, enter, or click to select, the subcontract ID that you want to associate with the project modification. After you save the record, the project modification becomes visible for the subcontract ID on the Manage Subcontracts screen. If you are not licensed for `Capture & Contracts`, you can enter a subcontract ID in this field, but it will not be validated by the system. The unlabeled field to the right displays the subcontract name.

Period of Performance

Enter the period of performance (POP) in this group box. If transactions that are charged to this project do not fall within the period of performance shown here, Costpoint displays a warning message in the transaction entry screens. You can turn off this warning on the Projects tab of the Configure Project Settings screen.

Note: The POP behavior is controlled by the options in the Period of Performance Start and End Dates group box on the Projects tab of the Configure Project Settings screen. Based on the selections in this group box, POP start/end dates can be updated based on the earliest/latest start/end date from all modifications (All Modifications) or from only those with the latest effective dates (Only mods with latest effective dates).

Field	Description
Start Date	This field displays the user-supplied start date of the project. It should be the date agreed-upon in the contract. Timesheet entries made before this date cause a warning message to display. It is a soft edit on the Manage Timesheets screen.
End Date	This field displays the user-supplied end date of the project. Timesheet entries made after this date cause a warning message to display. It is a soft edit on the Manage Timesheets screen.
Earliest	This non-editable field displays the earliest start date found on all the modifications for the selected project. If no start date is found, "00/00/0000" is displayed.
Latest	This non-editable field displays the latest end date found on all the modifications for the selected project. If no end date is found, "00/00/0000" is displayed.

Value Modifications

Field	Description
Value	This field displays either a user-supplied signed value for the project, or a system-calculated signed value, which is derived by using the Cost, Fee, and Fee % fields. The calculation varies depending on which two of the three variables has been entered. You must enter at least two variables for any calculation to take place. If you enter a value (other than 0.00) here, it is not recalculated regardless of any modifications made to the other three variables. If you enter 0.00 (or no value), the value of this field is recalculated based on entries made to the other three variables.
Fee %	This field displays either a user-supplied fee % for the project, or a system-calculated fee %, which is derived by using the Cost, Fee, and Value fields. The calculation varies depending on which two of the three variables has been entered. You must enter at least two variables for any calculation to take place. If you enter a value (other than 0.00) here, it is not recalculated regardless of any modifications made to the other three variables. If you enter 0.00 (or no value), the value of this field is recalculated based on entries made to the other three variables.
Cost (Current)	This field displays either a user-supplied signed value for cost for the project, or a system-calculated cost value, which is derived by using the Fee, Fee %, and Value fields. The calculation varies depending on which two of the three variables has been entered. At least two variables must be entered for any calculation to take place. If you enter a value (other than 0.00) here, it is not recalculated regardless of any modifications made to the other three variables. If you enter 0.00 (or no value), the value of this field is recalculated based on entries made to the other three variables.
Fee (Current)	This field displays either a user-supplied signed value for fee for the project, or a system-calculated fee value, which is derived by using the Cost, Fee %, and Value fields. The calculation varies depending on which two of the three variables has been entered. You must enter at least two variables for any calculation to take place. If you enter a value (other than 0.00) here, it is not recalculated regardless of any modifications made to the other three variables. If you enter 0.00 (or no value), the value of this field is recalculated based on entries made to the other three variables.
Cost, Fee, Total (Cumulative)	These non-editable fields display the sum of Cost, Fee, and Total signed values, respectively, for all modifications for the selected project.

Funding Modifications

Field	Description
Value	This field displays either a user-supplied funded value for the project, or a system-calculated funded value, which is derived by using the Cost, Fee %, and Value fields. The calculation varies depending on which two of the three variables was entered. You must enter at least two variables for any calculation to take place. If you enter a value (other than 0.00) here, it is not recalculated regardless of any modifications made to the other three variables. If you enter 0.00 (or no value), the value of this field is recalculated based on entries made to the other three variables.
Fee %	This field displays either a user-supplied funded fee for the project, or a system-calculated funded fee, which is derived by using the Cost, Fee %, and Value fields. The calculation varies depending on which two of the three variables was entered. You must enter at least two variables for any calculation to take place. If you enter a value (other than 0.00) here, it is not recalculated regardless of any modifications made to the other three variables. If you enter 0.00 (or no value), the value of this field is recalculated based on entries made to the other three variables.
Cost (Current)	This field displays either a user-supplied funded value for cost for the project, or a system-calculated cost value, which is derived by using the Cost, Fee %, and Value fields. The calculation varies depending on which two of the three variables was entered. You must enter at least two variables for any calculation to take place. If you enter a value (other than 0.00) here, it is not recalculated regardless of any modifications made to the other three variables. If you enter 0.00 (or no value), the value of this field is recalculated based on entries made to the other three variables.
Fee (Current)	This field displays either a user-supplied funded value for fee (or profit) for the project, or a system-calculated fee value, which is derived by using the Cost, Fee %, and Value fields. The calculation varies depending on which two of the three variables was entered. You must enter at least two variables for any calculation to take place. If you enter a value (other than 0.00) here, it is not recalculated regardless of any modifications made to the other three variables. If you enter 0.00 (or no value), the value of this field is recalculated based on entries made to the other three variables.
Cost, Fee, Total (Cumulative)	These non-editable fields display the sum of Cost, Fee, and Total funded values respectively for all modifications for the selected project.

Subtasks

Subtask	Description
Award Fee	Click this link to open a subtask where you can enter information on award fees including award fee description, award fee period, contract award fee amount, and funded award fee amount. This data is used by the Compute Revenue process.
Unit Info	Click this link to open a subtask where you can enter information on units, including the number of units required for delivery, the estimated cost and price per unit and in total, and the average price per unit.
Notes	Click this link to view notes regarding the modification.
ACRN	Click this link to open a subtask where you can manage ACRN (Accounting Classification Reference Number) billing information if you selected the Enable ACRN Billing checkbox on the Configure Billing Settings screen. You can use this subtask to specify the project ACRN requirement, formula, and the level at which the billing is calculated. You can also use this subtask to specify and modify ACRN amounts.

Warning Messages

If the ACRN Warnings With Modifications Changes checkbox is selected on the Configure Billing Settings and Manage Project User Flow screens, the following warning messages may display when you add or edit modifications on the Mods subtask of the Manage Project User Flow screen.

Message	Description
No previous ACRN data exists at the billing level of project <Project ID of current project>. If you would like to enter ACRN billing information, open the ACRN subtask for project <Project ID at billing level of current project>.	If no ACRN information is currently set up and there is a billing formula at or above the modification level of the project, this message is displayed when you save an initial funding modification on the Mods subtask of Manage Project User Flow. This also informs you that you can add ACRN information using the ACRN subtask upon saving modification data you just entered. When you save a subsequent funding modification and no ACRN is previously set up, no message will be displayed.
Previous ACRN data currently exists at the billing level of project <Project ID of current project>. If you would like to add ACRN billing information, open the ACRN subtask for project <Project ID at billing level of current project>.	If a previous ACRN data exists and there is a billing formula at or above the modification level of the project, this message is displayed when you do any of the following: Enter a new funding modification and save the information. Edit an existing funding modification and save the information. This message also informs you that you can add ACRN information using the ACRN subtask upon saving modification data you just entered.

Message

Description

No previous ACRN data exists at the billing level of project <Project ID of current project>. If you would like to enter ACRN billing information, open the ACRN subtask for project <Project ID at billing level of current project>.

If no ACRN information is currently set up and there is a billing formula at or above the modification level of the project, this message is displayed when you save an initial funding modification on the Mods subtask of Manage Project User Flow. This also informs you that you can add ACRN information using the ACRN subtask upon saving modification data you just entered.

When you save a subsequent funding modification and no ACRN is previously set up, no message will be displayed.

Previous ACRN data currently exists at the billing level of project <Project ID of current project>. If you would like to add ACRN billing information, open the ACRN subtask for project <Project ID at billing level of current project>.

If a previous ACRN data exists and there is a billing formula at or above the modification level of the project, this message is displayed when you do any of the following:

Enter a new funding modification and save the information.
Edit an existing funding modification and save the information.

This message also informs you that you can add ACRN information using the ACRN subtask upon saving modification data you just entered.

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