The 2025 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,650 for a one-person family/household.

This release sets the Federal Poverty Level for payroll year 2025 on the Manage Federal Taxes screen.

Attention: For more information, see: https://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines.

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11657_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

To comply with the latest guidance from the California Civil Rights Department (CRD) and the Office of Management and Budget (OMB), Costpoint has been updated to support the revised race and ethnicity classifications for the 2024 California Pay Data Reporting cycle.

A new category, Middle Eastern or North African (MENA), has been added to reflect updated federal standards. This category is now recognized separately from the White category

The term “Multiracial and/or Multiethnic” replaces “Two or More Races.” The term “Native Hawaiian or Pacific Islander” no longer includes “Other.”

When an employee’s race is recorded as MENA, the California Pay Data – Payroll Employee Report and Labor Contractor Employee Report will now display one of the following codes in the Race/Ethnicity/Sex column:

• B70 – Non-Hispanic/Non-Latino – Male – Middle Eastern or North African

• C70 – Non-Hispanic/Non-Latino – Female – Middle Eastern or North African

• D70 – Non-Hispanic/Non-Latino – Non-Binary – Middle Eastern or North African

Note: You must use the MENA code on the Manage Race and Ethnicity Codes (LDMRACE) screen to enable this functionality.

For EEO-1 reporting purposes, MENA will continue to be mapped to the White category until further guidance is issued by the EEOC.

 

Print EEO-1 Report (HAREEO1)

The Payroll Employee Report has been enhanced to support the new MENA classification and updated terminology for California Pay Data Reporting.

• The report now includes the new MENA codes (B70, C70, D70) for employees identified as Middle Eastern or North African.

• “Two or More Races” has been replaced with “Multiracial and/or Multiethnic.”

• “Native Hawaiian or Other Pacific Islander” has been updated to remove “Other.”

• A new record for MENA has been added to the RACE_ETHNIC database table.

• A mapping entry has been added to the MAP_EEO_RACE database table to associate MENA with the White category for EEO-1 reporting.

 

Attention: For more information on California Pay Data Reporting, see:

• Frequently Asked Questions

• Instructions for Completing Payroll Employee Reports using 2024 Excel Templates

• Instructions for Completing Labor Contractor Employee Reports using 2024 Excel Templates

The Export Payroll Taxes screen now supports reporting out-of-state Social Security (FICA) taxes to comply with Delaware's requirements.

Delaware has introduced paid family leave and a new method for calculating local taxes to determine the Delaware percentage of Social Security (FICA) taxes. This includes out-of-state Social Security (FICA) taxes in the calculation.

Payroll administrators can now report the out-of-state portion of Social Security (FICA) taxes through the Export Payroll Taxes screen to comply with Delaware Paid Family Leave reporting requirements.

 

Export Payroll Taxes (PRPEXTAX)

When the local tax calculation is based on State % of SS Taxable Wages (the state percentage of Social Security taxable wages), the application will report the out-of-state taxable wages in the following fields of the LCEE and LCER local tax types:

• Field 92: Check combined Social Security (FICA) out-of-state wages

• Field 93: Quarter-to-date (QTD) combined Social Security (FICA) out-of-state wages

• Field 94: Year-to-date (YTD) combined Social Security (FICA) out-of-state wages

Other tax types will have the same fields but will contain no (NULL) values.

 

This enhancement requires the following:

• cp82_prpextax_006.zip

• cp82_bundle_CYE2024_003.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The Georgia Department of Revenue published the latest Employer’s Tax Guide with the following updates effective July 1, 2025:

• The flat tax rate decreased from 5.39% to 5.19%.

• The supplemental tax rate decreased from 5.39% to 5.19%.

Attention: For more information, see: https://dor.georgia.gov/employers-tax-guide.

To support the state requirements, this release adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

The Idaho State Tax Commission has published updated withholding computations effective January 1, 2025, retroactively. The changes include:

• The flat tax rate decreased from 5.695% to 5.3%.

• The zero-percent tax bracket’s upper threshold increased from $14,600 to $15,000 for single/head of household employees and from $29,200 to $30,000 for married employees.

• The tax rate for supplemental payments decreased from 5.695% to 5.3%.

• The value of the state allowance also increased from $3,600 to $3,868 annually.

To support the state requirements, this release adds/updates records on the following screens:

• Manage State Standard Deductions (PRMSDD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11705_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Employers registered for unemployment insurance coverage in Idaho must report and pay unemployment insurance taxes quarterly. Reports and payments are due on the last day of the month following the end of each calendar quarter (for example, the quarter including January, February, and March is due April 30). There is no grace period, and if the last day falls on a weekend or holiday, the next workday is the due date. Late filings may incur penalties.

All employers are required to file online at labor.idaho.gov/e-services. Employers can create an account or log in to their existing account in the Employer Portal. Online reporting is available 24/7, allowing employers to view account activity, upload employee wages, calculate taxes, and communicate directly with the department via instant messaging. For assistance, refer to the Quick Guide to Online Unemployment Reporting or contact a local tax representative.

To continue filing paper forms (TX20, TX26), employers must submit a written request explaining their inability to comply with online reporting. Upon approval, report forms can be obtained by contacting the nearest Idaho Department of Labor tax representative or by writing to the Idaho Department of Labor, Compliance Bureau, 317 W. Main St., Boise, Idaho 83735-0760. Employers are still responsible for filing reports even if forms do not arrive by mail. Quarterly reports must be filed even if no wages were paid in the quarter.

The following formats are approved for importing wages:

• Byte 100

• Byte 128 (1S2S)

• Byte 275

• Tab or Comma-Separated

For online filing, Costpoint supports the Comma-Separated file format accepted by Idaho.

Attention: For more information, see:

• https://www.labor.idaho.gov/wp-content/uploads/publications/UI_Tax_information.pdf

• https://www2.labor.idaho.gov/eServices/EmployerPortal/Content/WageFileFormats.pdf

 

Manage SUTA Tax File Data (PRMSMM)

The application now supports Idaho. From the State field, you can select ID (Idaho).

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now supports Idaho. When ID (Idaho) is selected from the State field, the application will create the quarterly SUTA tax file in Comma-Separated Values (CSV) format.

 

This enhancement requires the following:

• cp82_prmsmm_005.zip

• cp82_prpsmm_010.zip

• cp82_bundle_cye2024_003.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

Effective January 1, 2025, Maine employers must contribute to the Maine Paid Family Medical Leave (PFML) program on behalf of their workforce. This program provides up to 12 weeks of paid leave for family leave, medical leave, transitioning a family member's pending military deployment, or staying safe after abuse or violence.

Employers with 15 or more employees will contribute 1% of subject wages with no more than 0.5% coming from the employee. Employers with 14 or less employees will contribute 0.5% of wages and may deduct the entire amount from employee wages.

The PFML law, which went into effect in October 2023, has major components that will be implemented in 2025 and 2026. The Maine Department of Labor (MDOL) is responsible for implementing this new program.

Attention: For more information, refer to: https://www.maine.gov/paidleave/docs/2024/BulkuploadInstructionsPFML.pdf.

 

Maine PFML Setup

Before you can report PFML for Maine, you need to:

1. On the Manage Local Taxes screen, you must create a local tax with the following settings and assign the local tax to Maine employees:

• State: Maine

• Tax Type: Family Leave Insurance

• Tax Based on: SUTA Subject Wages

2. On the Manage SUTA Tax File Data screen, ensure to set up your employer contact information.

 

Create Quarterly Family and Medical Leave File (LDPPFML)

You can now select Maine from the State drop-down list to generate the file and report for the state.

To support the new report, the following field has been added to the screen:

Field	Description
Were there 15 or more employees for at least 20 weeks between 10/1 of the prior year and 9/30 of the current year?	Select the checkbox if your company employed at least 15 people for 20 weeks between October 1 of the previous year and September 30 of the current year. Clear the checkbox if your company employed 14 or fewer people during that time period.

 

Manage SUTA Tax File Data (PRMSMM)

The Email field label was updated. An email address is required for Maine Paid Family Leave reporting.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_ldppfml_003.zip

• cp82_prmsmm_004.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint now supports amendment filings for Massachusetts SUTA electronic submissions. You can now designate an employee's adjustment reason code through the Manage SUTA Quarterly Reporting Data application. Previously, only original submissions were supported, with the Adjustment Reason Code reported as 0 (Original Submission) in the ICESA S record.

 

Manage SUTA Quarterly Reporting Data (PRMQRD)

Adjustment reason codes for Massachusetts have been added to the S_SUTA_ADJ_RSN_CD table.

 

Create Quarterly SUTA Tax File (PRPSMM)

The application will populate Position 46 in the S Record with the appropriate adjustment reason code if:

• The Adjustment SUTA State is MA.

• The Adjustment Reason Code is not blank or NULL for the reporting Payroll Year/Quarter.

Otherwise, it will populate Position 46 with 0 (Original Submission).

Attention: For more information, see: EMT Solution Wage File Uploads TPA Instruction Set V2.0.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11680_001.zip

• cp82_prmqrd_001.zip

• cp82_prpsmm_010.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Effective March 2025, the New York 128-Byte file layout will be replaced by the Employee Wage Record Flat File Layout. The Create Quarterly SUTA Tax File screen has been updated to support this change as of March 1, 2025.

 

Create Quarterly SUTA Tax File (PRPSMM)

To improve the clarity on the use of supported file formats, the Create Quarterly SUTA Tax File screen now displays only the file format applicable to the state for which you are generating the file. This update ensures that you view only the relevant file formats for your state. This feature includes the following changes:

• Instead of the default value, the File Layout field now displays the selected state’s file layouts that are supported by Costpoint. This field also displays a state’s new file format with a future effective date, which enables you to immediately use the new file format upon its effective date without waiting for a Costpoint release.

• If the reporting state is New York, the File layout field displays Employee Wage Record Flat File Format (RS record).

• The District of Columbia’s file layout names were updated to:

• ESSP Employer ICESA

• DCETS Employer ICESA (for use when DCETS goes live)

 

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_prpsmm_009.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Rhode Island accepts only the following values for the Magnetic Tape Reporter Code in the T and W records.

• CDFILEWGR (for CD filers)

• INTERNWGR (for internet filers)

The Magnetic Tape Reporter Code is based on the Reporting Method selected on the Manage SUTA Tax File Data screen. To comply with Rhode Island requirements, you can now only select CD or Internet from the Reporting Method drop-down list. The following options are no longer available:

• Cartridge

• Diskette

This enhancement requires the following:

• cp82_prmsmm_005.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

The Utah State Tax Commission updated Publication 14, Withholding Tax Guide, with the following changes effective June 1, 2025:

• The tax rate decreased from 4.55% to 4.5%.

• The base allowance used in the formulas increased from $440 to $450 for single employees or from $880 to $900 for married employees.

• The amounts subtracted from wages in the formulas increased from $8,826 to $9,107 for single employees or from $17,652 to $18,213 for married employees.

Attention: For more information, see: https://tax.utah.gov/forms/pubs/pub-14.pdf.

To support the state requirements, this release adds/updates records on the following screens:

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11699_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The Virginia Department of Taxation published the latest Income Tax Withholding Guide for Employers. Effective July 1, 2025, the standard deduction in the formula increased from $8,500 to $8,750.

Attention: For more information, see: https://www.tax.virginia.gov/sites/default/files/vatax-pdf/employer-withholding-instructions.pdf.

To support the state requirements, this release adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

Costpoint has been updated with a fresh and modern interface that enhances your experience with a vibrant color palette, streamlined toolbars, and sleek, updated icons. Enjoy a more intuitive and visually appealing environment designed to boost productivity and make your tasks more enjoyable.

Costpoint introduces significant changes to the navigation and user interface (UI).

The left Navigation Menu has been redesigned with icons that slide out when hovered over.

A new Context Menu, located on the right side of the Costpoint screen, slides out upon hovering and includes several items that were previously located in the menus of the Global Toolbar in the Classic UI. The Context Menu is organized into three sections: the Global Menu (Notifications and Ask Dela), Applications (application-specific actions like printing and wizard access), and Supportive (Help, Microphone, Offline Mode).

The Enhanced Welcome Screen introduces a new Getting Started area that displays preconfigured videos that highlight key features released with Costpoint 2025.3 and assists users who are new to Costpoint and navigation in the new UI. The Welcome Screen still includes Recent Activities with your last six applications available for easy access, and a My Menu that enables you to organize most frequently used applications and logical groupings.

Drag-and-drop capability makes it easy for you to customize your My Menu by dragging applications to groups or new locations. You can also use this new drag-and-drop functionality to move applications from Recent Activities or the Left/Right Navigation into the My Menu structure.

A new Action Bar is now available at the top of the application screen, designed for quick access to commonly used actions such as Save, Refresh, Clone, Execute, and Actions. The availability of these buttons and the specific actions shown will vary depending on the application you are using.

As part of Deltek's ongoing modernization efforts, the save options have been consolidated into a single Save button on the Action Bar. By default, clicking Save will keep you on the current record—replacing the previous "Save and Continue" functionality.

For users who prefer a sequential workflow—saving and advancing—a Save and Next option is available on the Save button drop-down list. You can update your preferred save behavior at any time, and it will be applied consistently across all applications.

Note: The new user interface is not available for mobile users.

Configuration Settings

To control the UI displayed for the Costpoint company, the new Enable New UI by Default setting has been added to Configure System Settings and is disabled by default. Administrators can select this checkbox to set the new UI mode as the default display. When this setting is enabled, Auto Positioning settings are disabled.

To control the UI displayed for individual users, the Manage Users application provides two new settings:

• Allow user to switch between UI modes: This checkbox determines whether a user can switch between the two UI modes and is selected by default on the User Interface tab. When this setting is selected, the user can switch between UI modes on their Configure User Preferences screen.

• New User Interface: Select whether to display the new UI for the user. The options are Default, Yes, and No. The Default option will display the default UI set at the company level.

If a user is configured to switch UI modes in Manage Users, they can access the New User Interface setting on the Configure User Preferences screen to change the UI displayed. The options are Default, Yes, and No. The Default option displays the default UI that is set at the company level. After changing the UI mode, they must restart the Costpoint session for the changes to take effect.

Note: Automation scripts may be impacted by the new UI.

As an administrator, use the Opt-In capability to enable designated new features for your Costpoint users. Opt-In features are optional during a specific timeframe. In a future Costpoint release, the features will be enabled automatically for all users.

This enhancement supports testing by users in your company. When you enable an Opt-In feature in a sandbox database, you give your users the opportunity to experience how that feature will potentially impact their workflow, data, and application use. You control the timing of this testing, which can take place before you enable the feature in a production database and before the feature is automatically enabled for all users in a release.

During the opt-in timeframe, you can also disable most Opt-In features if necessary. Once the opt-in timeframe is complete, the features are automatically enabled in the subsequent Costpoint release. While some Opt-In features may have additional settings or security to enable, most will become standard in the product.

Enable and disable the Opt-In features during the opt-in timeframe in the Manage Opt-In Features (SYMFEATURE) application in Costpoint.

The following Costpoint 2025.3 features include the option to opt-in:

• New Costpoint UI

• Expanded System-Level Admin Message Delivery and Control

• MRP Soft Allocation to End Item Demand

• MO Requirement Line Substitute Part Settings

• Nonconformance Tracking

• AI-Powered AP Voucher Approvals

• Enhanced Bank Reconciliation Process

• Progress Payment (1443) Invoice Reversal

• Enhanced Security for Opportunities and Contracts

• Allow Leave Balance to be Displayed on Employee Paystubs

Attention: See Costpoint Opt-In Features for more information.

Throughout the Costpoint content, the Opt-In feature topics will be identified with the following label: (Opt-In Available).

In addition, the opt-in feature topics will include the following statement:

For more information about Costpoint’s Opt-In capability, see Knowledge Base article #115359 in the Deltek Customer Care Knowledge Base.

Deltek is excited to announce the launch of the Costpoint™ Command Center, a powerful tool designed to help project analysts prioritize their work and gain comprehensive insights into project performance and key metrics.

 

Key Features of the Command Center

• High-Level Project Overview: Gain a detailed analysis of hours logged across projects, enabling better tracking and management.

• Revenue vs. Funding Comparison: Easily compare revenue against funding for each project to ensure financial alignment.

• Setup Information Visibility: Identify any missing setup information that requires attention, ensuring all project details are in place.

• Actual vs. Planned Project Hours: Analyze the breakdown of actual versus planned project hours, with percentage completion and highlighted exceptions that need action.

This enhancement is designed to streamline project monitoring and ensure timely interventions where needed.

Important Note: Access to the Command Center is restricted to the new Costpoint user interface. If a user attempts to access it via the legacy UI, a message will inform them that the Command Center is accessible only through the new UI. Instructions for enabling the new interface can be found in Configure User Settings or by contacting the Costpoint System Administrator.

On-Premises Customer Requirement: To access the Command Center, on-premises customers must have Cognos Analytics 12.0.4 deployed and must be using the Costpoint Authentication Provider (CAP).

 

Command Center Project Overview Tab

This tab offers interactive visualizations and filters to track compliance with project setup and reporting. It includes metrics such as the percentage of revenue to current funding and flags potential setup issues that may affect accuracy. It also provides links to other Costpoint applications for a more streamlined workflow. 

 

Command Center Hours Analysis Tab

This tab delivers a comprehensive review of hours versus expectations for the current period. Using Project Planning data, including budget and pending hours, it highlights:

• Projects with planned resources but no actuals

• Resources charging hours without a budget

• Planned resources who are no longer active

• Over-capacity planned resources

This feature empowers Project Controls users to manage resources effectively and ensure project efficiency.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.3 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now features an AI-powered accounts payable voucher approval functionality that streamlines and enhances your voucher approval process by leveraging intelligent automation and machine learning.

Powered by Dela, Deltek’s digital assistant, this feature can seamlessly approve routine entries, recommend vouchers for approval, or flag exceptions for manual review, reducing manual effort, improving accuracy, and accelerating workflows with a smarter and more efficient approach.

By incorporating AI into your AP voucher approval process, you can significantly reduce processing time, minimize errors, and enhance financial oversight, leading to improved efficiency and cost savings.

 

Manage Accounts Payable Vouchers (APMVCHR)

The Manage Accounts Payable Vouchers screen is now enhanced with an AI-powered automatic voucher approval process. When you enter and save new vouchers, Costpoint triggers Dela to analyze new voucher data against previously approved vouchers.

Dela then determines whether a voucher qualifies for automatic approval based on predefined parameters and the user's Approval Mode in Configure Accounts Payable Dela ML User Settings:

• If the approval mode is Enforce, Dela automatically approves the voucher if it meets approval criteria and sends an email notification to the approver.

• If the approval mode is Recommend, Dela sends an approval recommendation to the approver for review.

• If the approval mode is Disable, the voucher remains unapproved, requiring manual processing.

Note: To utilize this feature, you must first configure the settings in Configure Accounts Payable Voucher Settings and add users in Configure Accounts Payable Dela ML User Settings.

 

Configure Accounts Payable Voucher Settings (APMSETVR)

New fields have been added to this screen to support the AI-powered voucher approval feature. 

• Allow Dela Approval: Select this checkbox to activate AI approval of AP vouchers that match the approval criteria. This field displays only if you selected Require Approvals.

• Dela Approval Confidence Level: Use this field to enter a confidence level setting for AI approval of vouchers. This allows you to specify how certain Dela should be before accepting a match between new data and historical data. You can enter a value from 1 to 100. 

This field displays only if you selected Allow Dela Approval.

You can set a confidence level based on the following criteria:

• Low Confidence Level (for example, 1): Dela will accept matches even if it is not very sure. This might result in more matches, but some could be less similar to the historical data.

• High Confidence Level (for example, 100): Dela will accept matches only when it is very sure. This might result in fewer matches, but they will closely resemble historical data.

Adjust this setting based on how closely you need the results to match historical data. Higher values mean more similarity, while lower values mean more flexibility in variation.

 

Configure Accounts Payable Dela ML User Settings (APMSETVU)

The new Configure Accounts Payable Dela ML User Settings screen is now available in the Accounts Payable Controls module. This screen allows you to easily add, configure, or remove user accounts authorized for machine learning that powers automatic voucher approvals. 

It has the following fields:

Field	Description
User ID	Use this field to enter or select a user ID.
Name	This field displays the name of the user.
Approval Mode	Use this drop-down list to select the voucher approval mode for the user account. The options are:  Disable: Select this option to disable automatic voucher approvals for the user. Enforce: Select this option to activate automatic voucher approvals for the user. Recommend: Select this option to allow Dela to issue an approval recommendation to the user when a voucher matches the approval criteria.

 

Link Dela ML Vendor Exclusion Settings

Use this subtask to specify vendors whose vouchers should not be automatically approved by machine learning. By entering excluded vendors, you can maintain control over high-risk or special-case transactions, ensuring that certain vouchers undergo manual review before approval.

This subtask has the Vendor and Vendor Name fields.

 

Configure Voucher Approver Settings (APMSETA)

The Link Users subtask of the Configure Voucher Approver Settings screen now includes the Approval Mode field. This field reflects the Approval Mode setting in Configure Accounts Payable Dela ML User Settings, providing a clear indication of the approval mode assigned to a user linked to an approver record.

Optimize your financial closing process with Costpoint’s new Closing Manager feature. With customizable templates, clear task assignments, and built-in deadline tracking, you can standardize your month-end workflows and reduce manual effort.

This feature includes the addition of several new screens in the General Ledger module.

 

Closing Plan (GLPCHECKLIST)

The new Closing Plan screen enables you to easily create, configure, and capture to-do items for month-end, quarter-end, or year-end processes, assign tasks to the right team members, and track progress in one centralized view. Gain clarity with real-time status updates and guided insights that show you or your team exactly what needs to be done and where to focus next.

The header section of this screen contains fields used for configuring a closing plan. The fields include:

Field	Description
Closing Plan Name	Use this field to enter a name for the closing plan.
Closing Plan Owner	This field displays the name of the user you selected in the Closing Plan Owner ID field.
Closing Plan Owner ID	Use this field to enter or select an owner for the closing plan.
Active	Select this checkbox to indicate if the closing plan is active. You can set only one active closing plan at a time.
Template	Select this checkbox to use the plan as a template for other plans.
Fiscal Year	Use this field to enter or select the fiscal year for which the closing plan is to be executed.
Period	Use this field to enter or select the period for which the closing plan is to be executed.
Sub	Use this field to enter or select the subperiod for which the closing plan is to be executed.
Start Date	Use this field to enter or select a start date for the closing plan.
End Date	Use this field to enter or select an end date for the closing plan.
Est Completion	Use this field to enter or select an estimated completion date for the closing plan.
Tasks Open	This field displays the number of open tasks in the plan.
Tasks Closed	This field displays the number of closed tasks in the plan.
Tasks in Closing Plan	This field displays the total number of tasks in the plan.
Status	This field displays the progress of plan execution. It displays one of the following values: Not Started In Progress Complete Closed
Completed and Closed	When all tasks in the plan are complete, select this checkbox to mark the plan as completed and closed.

The Closing Plan screen also has the Tasks subtask. Use this subtask to set up, manage, or delete steps in the closing plan. It has the following fields:

Field	Description
Task ID	This field displays a system-generated identification number for the task.
Group	Use this field to enter the name of the task group in which the task is included. The value you enter in this field will display on the lookup of the Dependencies field.
Category	Use this field to enter or select a category for the task.  The value of this field must match a valid record on the Closing Plan Categories screen.
Task Name	Use this field to enter a name for the task.
Task Instructions	Use this field to enter directions for completing the task.
Priority	Use this drop-down list to set a priority level for the task. The options are:  High Medium Low
Closing Day	Use this field to assign the task to a closing day.
Start Date	Use this field to enter or select a start date for the task.
End Date	Use this field to enter an end date for the task.
Status	Use this field to select the progress of the task. The options are: Not Started Ready In Progress Waiting  Completed Note: Costpoint automatically assigns Ready to tasks with all dependencies completed, while it assigns Waiting to tasks with dependencies not yet completed.
Dependencies	Use this field to select a group of tasks that must first be completed before the current task can be started.  The lookup of this field displays available tasks groups entered in the Group field.
Assigned User	This field displays the name of the user you selected in the Assigned User ID field.
Assigned User ID	Use this field to enter or select a user who must perform the task.
Completed By	This field displays the name of the user who completed the task.
Notes	Use this field to enter notes regarding the task.
Application Name	Use this field to enter or select the application required to complete the task.
Job	Use this field to enter or select a job to be assigned to the task.
Auto	Select this checkbox to mark the task for automatic running. Note: This functionality is under development and will be available in a future Costpoint release.

 

Closing Day Codes (GLMCLOSEDAY)

The new Closing Day Codes screen enables you to set specific accounting closing days and assign a required set of activities for each one. This ensures that essential closing tasks are clearly defined and consistently executed, helping you stay organized and on track during the closing process.

It has the following fields:

Field	Description
Closing Code	Use this field to enter a unique code for a closing day. You can enter up to 15 alphanumeric characters.
Closing Day Description	Use this field to enter a description for a closing day. You can use this field to specify which type of closing activities are included for this day.
Active	Select this checkbox to indicate that the closing day is active.

Before you can enter or select a Closing Day on the Tasks subtask of the Closing Plan screen, you must first set up records on this screen.

 

Closing Plan Categories (GLMCLOSECAT)

The new Closing Plan Categories screen provides the capability to organize closing plan tasks into customized categories. This makes it easier to group related tasks, improve visibility, and manage complex plans more efficiently, supporting smoother and more structured closing processes.

It has the following fields: 

Field	Description
Category Code	Use this field to enter a unique code for a category. You can enter up to 15 alphanumeric characters.
Category Description	Use this field to enter a description for category.
Active	Select this checkbox to indicate that the category is active.

Before you can enter or select a Category on the Tasks subtask of the Closing Plan screen, you must first set up records on this screen.

 

Create New Closing Plans (GLPCHECKLISTNEW)

The new Create New Closing Plans screen makes it easier to build on past work. It complements the existing Closing Plan screen by enabling you to quickly replicate existing closing plans, saving time and reducing manual effort. This update streamlines your closing process and helps ensure consistency across similar procedures.

It has the following fields and button:

Field/Button	Description
Copy from Closing Plan Name	Use this field to enter or select the name of an existing plan you want to copy.
New Closing Plan Name	Use this field to enter a name for the new plan.
Offset Days	Use this field to enter the number of days to be added to the start date of the original plan. The resulting date will be set as the start date for the new plan.
Create New Closing Plan	Click this button to create a new plan.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.3 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now offers you the capability to execute a daily bank reconciliation process that enables real-time matching and reconciliation of your bank transactions, streamlining your reconciliation workflow and ensuring accuracy and efficiency while keeping your financial records up to date.

This feature aims to eliminate some steps in the previous process, making your reconciliation procedure faster and more efficient. It helps reduce costs, saves valuable time, and boosts overall productivity.

Multiple Accounting screens have been updated to support this enhancement.

 

Manage Bank Statement Information (GLMSTMT)

The Manage Bank Statement Information screen has been updated with a redesigned user interface. 

The Fiscal Year, Period, and Subperiod fields have been removed from the Bank Statement Info Detail section, eliminating the need for manual entry and removing the requirement to set the default fiscal year/period/subperiod combination in Configure User Preferences before uploading bank statements.

Now, whether you manually enter only bank statement details or upload your bank statements, Costpoint uses the Bank Statement Beginning Date and Bank Statement Ending Date instead of the fiscal year/period/subperiod combination to identify the records.

In addition, a new Clear Code field has been added in the table window of the Bank Statement Details subtask to provide ease in identifying whether a bank transaction is cleared (CLR) or outstanding (OUT). 

Attention: For more information on clear or outstanding transactions, view the Code field description on the Accept Bank Transactions online help topic.

 

Print Bank Statement Report (GLRSTMT)

The Print Bank Statement Report screen features a redesigned user interface, offering a more intuitive and streamlined experience. This update aligns with the enhancements made to the Manage Bank Statement Information screen, ensuring consistency and improved usability across related functionalities.

The Statement Date Range fields now replace the former Statement End Date and Accounting Period selection criteria, enabling you to define a precise selection of bank statements for printing. Now, when you enter the statement start and end date, Costpoint efficiently retrieves bank transactions dated within the specified range, offering enhanced control and accuracy in statement selection.

The redesign also enhances the printed report, ensuring consistency with the updated interface. On the cover page and report header, labels reflecting selection criteria no longer display the Statement End Date or the Fiscal Year/Period/Subperiod combination. These have been replaced with the Statement Date Range, providing clearer and more precise information that aligns with the new selection method.

 

Create Bank Transactions History (GLPBKTRN)

The Create Bank Transactions History screen now applies an improved process for recording check transactions in the Bank Transaction History table. Previously, checks were added to the history table even if they had not yet been posted to the general ledger. 

With this update, Costpoint filters checks based on a valid posting sequence number (POST_SEQ_NO and VOID_POST_SEQ_NO), ensuring that only posted or voided checks are recorded. This enhancement aims to improve accuracy and alignment between bank transaction history and the general ledger, providing more reliable financial data for reconciliation and reporting.

 

Post Cash Disbursements (APPPSTCD)

The Post Cash Disbursements screen now updates the new VOID_POST_SEQ_NO column of the VEND_CHK table to support the updated process in populating the Bank Transactions History table.

 

Accept Bank Transactions (New) (GLMACPTN)

Costpoint introduces a new Accept Bank Transactions screen, a significant upgrade from the previous screen (GLMACPT), which offers a streamlined user interface designed for improved efficiency and ease of use.

Key highlights of this new screen include:

• Transactions by date: It retrieves records with a Trans Date that fall within the values you enter in the Start Date and Through Date fields.

• Amount Totals: It displays the total amount of GL transactions, total amount of bank transactions, and the difference between the two, providing greater transparency into your reconciliation status.

• Update Status: It features the Update Status button that displays the Process Status pop-up window, which outlines necessary reconciliation steps and provides direct links to relevant screens, making your bank reconciliation process more intuitive and efficient.

Attention: For more information, view the Accept Bank Transactions (New) online help topic.

 

Process Bank Transactions Acceptances (GLPBATCH)

The Fiscal Year, Period, and Subperiod fields have been removed from the Bank Acceptance Info group box, streamlining the process by eliminating manual entry of default acceptance values. 

This update enhances efficiency and supports the new functionality of using the Date you entered in the Bank Acceptance Info group box as the Cleared Date when accepting bank transactions.

 

View Bank Reconciliation Summary (GLQBKINQ) and Print Bank Reconciliation Summary Report (GLRBKSUM)

The View Bank Reconciliation Summary and Print Bank Reconciliation Summary Report screens now feature a redesigned user interface for a more streamlined experience. 

On both screens, the Fiscal Year and Period fields have been replaced with Bank Reconciliation Date fields, allowing you to filter transaction records according to the reconciliation date range you entered.

New calculation methods have also been applied to the following fields, both on screen and in the Bank Reconciliation Summary Report:

Field	Condition	Calculation
Beginning Book Balance	Bank Abbrev Currency IS SAME as the Functional Currency	General Ledger balance for the G/L account/organization for the G/L fiscal year/period/subperiod combination with a subperiod end date prior to the reconciliation Start Date you entered for the report. Beginning Book Balance = [Beginning Amounts] + [Period Amounts] – [excess Subperiod Amounts]
	Bank Abbrev Currency IS DIFFERENT from the Functional Currency	Beginning balance of the most recent bank statement with a date that matches the reconciliation Start Date you entered for the report.
Bank Statement Ending Balance	Bank Statement Ending Date IS SAME as the Through Date	Ending balance of the bank statement with and ending date that matches the reconciliation Through Date you entered for the report.
Outstanding Bank Statement Items	None	Sum of Tran Amount of transactions in a statement with a Bank Statement Ending Date prior or equal to the Through Date you entered for the report, less cash receipts and deposits, plus outstanding checks. Outstanding Bank Statement Items = [Sum of Tran Amount] – [cash receipts] – [deposits] + [outstanding checks]

 

View Bank Reconciliation Screen Subtasks

Enhancements have also been applied to the subtasks of the View Bank Reconciliation screen to reflect the UI updates to the main screen.

Subtask headers now only display the Bank Abbr, Bank Desc, Currency, and Bank Reconciliation Dates (Start Date and Through Date). The G/L Pd Ending Date and Bank Statement Ending Date fields have also been removed from all subtasks.

The Bank Accpt FY, Bank Accpt Pd, and Bank Accpt Subpd fields, previously available on the Unmatched C/R, Unmatched C/D, and Unmatched Adj subtasks, have been removed.

Access to all subtasks has also been made easier through direct links in the following fields of the Bank Statement table window:

• Cash Receipts

• Cash Disbursements

• Manual Adjustments

• Deposits in Transit

• Outstanding Checks

• Outstanding Manual Adjustments

• Outstanding Bank Statement Items

• Unmatched Cash Receipts

• Unmatched Cash Disbursements

• Unmatched Manual Adjustments

 

Bank Reconciliation Summary Report Layout

The UI enhancement also extends to the printed output of the Print Bank Reconciliation Summary Report screen, where the cover page now displays the Reconciliation Date Range (Start and End) instead of the Accounting Period.

In addition, the new Bank Currency field has been added to the report. It displays only if you are licensed for Multicurrency.

 

Print Bank Reconciliation Detail Reports (GLRBKREC)

The Print Bank Reconciliation Detail Reports screen has been updated with improvements to both the user interface and the printed report.

In the Selection Ranges group box, fields have been reordered and the Accounting Period selection range has been removed, providing a more comprehensive selection criteria without limiting the result set to a specific accounting period.

The Select Reports group box has been reorganized to improve clarity in reports. It now has the following options:

• Transactions Per Books

• AP

• CR

• PR

• Manual Adjustments

• Outstanding Transactions

• AP

• CR

• OR

• Outstanding Adjustments

• Outstanding Bank Statement Items

This enhancement allows you to generate reports that are grouped into more structured categories, making it easier to distinguish between different transaction types.

 

Report Layout Enhancements

Printed reports also align with the updated user interface, reflecting the parameters you entered on the screen. All cash receipt and disbursement transactions are now consolidated on the Transactions Per Books report page, while deposits in transit and outstanding checks are included on the Outstanding Transactions page.

Furthermore, the Bank Statement Outstanding Items page has been renamed to Outstanding Bank Statement Items.

 

Purge Bank Transactions History (GLPBKPRG)

The new Purge Date (Options, Start, and End) fields now replace the Fiscal Year and Period selection criteria, enabling you to define a precise selection of bank statements for purging. Now, when you enter the purge start and end date, Costpoint efficiently retrieves bank transactions dated within the specified range, offering enhanced control and accuracy in selection.

The redesign also enhances the Purge Bank Transactions History report, ensuring consistency with the updated interface. On the cover page and report header, labels reflecting selection criteria no longer display the Fiscal Year and Period. These have been replaced with the Purge Date (Start and End), providing clearer and more precise information that aligns with the new selection method.

The enhancement also applies to the report layout, where the FY, PD, and Subpd columns have been removed, and a new Trans Date column has been added.

 

Update Beginning Bank Statement Balances (GLPTOOL1)

The Update Beginning Bank Statement Balances screen features a redesigned user interface to allow for an optimized process. 

The following fields have been removed from the screen to support the new functionality of updating bank statement beginning balances based on the Statement Beginning Date and Statement Ending Date:

• Accounting Period and Accounting Period to be Updated selection ranges (Option, Fiscal Year, Period, Subperiod, and End Date fields)

• Update Selected Subpd End Balance checkbox

This update allows for a more flexible and comprehensive record retrieval process, no longer restricted by a specific accounting period.

This enhancement allows for an improved update process that covers a more comprehensive range of records, no longer restricted to a specific accounting period.

New calculation methods now apply when computing the statement beginning and ending balances and beginning book balance that displays in Manage Bank Statement Information after the update process, depending on the Balance Update Method that you select. 

Balance Update Method	Calculation
Use Cleared Bank Transaction History	Retrieve the Bank Statement Beginning Balance and Beg Book Balance Bank Crncy of the bank statement with an end date that is one day prior to the Statement Beginning Date you entered. In the Bank Transactions History table, retrieve and total the Bank Amounts of records that were cleared within the Statement Beginning Date and Statement Ending Date you entered.  In the Bank Transactions History table, retrieve and total the Trans Amounts of records that were cleared within the Statement Beginning Date and Statement Ending Date you entered. New Bank Statement Beginning Balance = [Bank Statement Beginning Balance in Step 1] + [Sum of Bank Amounts in Step 2] New Beg Book Balance Crncy = [Beg Book Balance Crncy in Step 1] + [Sum of Trans Amounts in Step 2]
Use Uploaded Bank Statement Detail	Retrieve General Ledger balances for the G/L account/organization for the G/L fiscal year/period/subperiod combination with a subperiod end date prior to the Statement Beginning Date you entered. New Bank Statement Beginning Balance = [Beginning Amounts] + [Period Amounts] – [excess Subperiod Amounts] New Beg Book Balance Crncy = [Sum of Trans Amounts of records from the BANK_ACCT_STMT_DTL table that were cleared within the Statement Beginning Date and Statement Ending Date you entered] + [Beg Book Balance Bank Crncy of the bank statement with an end date that is one day prior to the Statement Beginning Date you entered]

Managing payments to vendors is now more efficient with upgrades to manual check management. New fields have been introduced to help you track payment details effortlessly, including the payment transaction type, reference code, and additional notes, providing greater clarity and flexibility and making it easier for you to identify payments made not only through checks, but also other payment methods.

The details you enter in these new fields will seamlessly be carried over to other check management and history screens, and vendor or voucher history inquiry screens, to ensure consistency and provide a more comprehensive view of payment records across various Costpoint Accounts Payable screens.

In addition, the payment transaction type and payment reference code fields are now available in voucher management and import screens, enabling you to enter payment details for newly created or imported vouchers, excluding Travel Advance (TA) and Travel Expense (TE) vouchers. This enhancement enables you to link vouchers to payment records in Manage Manual Checks, ensuring accurate reconciliation and streamlined tracking of payments.

 

Manage Manual Checks (APMMANCK)

A new Transaction Details tab is now available on the Manage Manual Checks screen, offering enhanced visibility into payment tracking and a more structured way to monitor transactions, ensuring easy access to detailed payment information.

It has the following fields:

Field	Description
Payment Transaction Type	Use this drop-down list to select the payment method: The options are: Check Credit Card EFT Wire Other
Payment Reference Code	Use this field to enter a reference number to identify the payment transaction.
Additional Notes	Use this field to enter comments or remarks regarding the payment transaction.

 

Print/Void Checks (APRCK)

The Print/Void Checks screen now automatically updates the PAY_TRANS_TYPE column in the VEND_CHK database table when you select Print Check or Print/Email EFT Advices from the Print/Void drop-down list.

This column corresponds to the Payment Transaction Type field in other Costpoint Accounting screens, ensuring consistency across payment records. With this enhancement, payment transaction details are accurately reflected in related screens, inquiries, and reports.

 

Manage Check History (APMCKHST)

The Manage Check History screen now also has the Payment Transaction Type, Payment Reference Code, and Additional Notes fields, enhancing visibility into payment tracking. Similar to the updates in Manage Manual Checks, these new fields provide you with easier access to detailed payment information, ensuring a more comprehensive record of check history. This improvement enables you to add essential transaction details to historical check data.

 

View Check History inquiry (APQCKHST)

The View Check History Inquiry screen now offers an improved filtering method, enabling you to sort records by payment transaction type for more precise searches. In addition, newly added fields provide comprehensive details about each transaction, giving you better visibility into payment history.

Location	Field	Description
Main screen	Payment Transaction Type	Use this drop-down list to view records according to the payment method: The options are: None Check Credit Card EFT Wire Other
Check History Table Window	Payment Transaction Type	This field displays the payment method.
Check History Table Window	Payment Reference Code	This field displays the reference number for the payment transaction.
Check History Table Window	Additional Notes	This field displays remarks or comments about the payment transaction.

 

View Vendor History Inquiry (APQVENDH) and View Voucher History Inquiry (APQVCHRH)

The Checks Disbursed subtask on each inquiry screen now includes additional fields that provide a more detailed view of payment records, making it easier for you to track vendor payments and reference important notes about the payment.

Field	Description
Payment Transaction Type	This field displays the payment method.
Payment Reference Code	This field displays the reference number for the payment transaction.
Additional Notes	This field displays remarks or comments about the payment transaction.

 

Print Check Register Report (APRCKREG) and Print Accounts Payable History Report (APRHIST)

The output from each of these report screens now includes the Payment Transaction Type and Payment Reference Code information, providing you a more detailed insight into your payment transactions.

 

Manage Accounts Payable Vouchers (APMVCHR) and Manage Purchase Order Vouchers (POMPOVCH)

The Check Information group box of the Check tab on each of these screens now includes the Payment Transaction Type and Payment Reference Code fields. These new fields allow you to enter the payment method and payment reference number, respectively, for vouchers paid through manual checks, and enable you to associate more detailed payment information with vouchers for easier payment tracking.

These fields are enabled only if the Voucher Type is not TA Voucher or TE Voucher.

In addition, each of these screens now has a new validation process that ensures consistency by requiring that multiple vouchers paid with the same manual check (same Check Number) also share the same Payment Transaction Type and Payment Reference Code.

 

Import Accounts Payable Vouchers (AOPUTLAP) and Import Accounts Payable Multicurrency Vouchers (AOPUTLAM)

The input file layout for the Import Accounts Payable Vouchers and Import Accounts Payable Multicurrency Vouchers screens has been enhanced to provide you the option to include additional check payment information when you import vouchers.

The following columns have been added to the header input file of each screen:

Type	CP Column/Table	Characters	Required?	Format
Payment Transaction Type	PAY_TRANS_TYPE	Character 5	Optional	CHK: Check CRD: Credit Card EFT: EFT WIRE: Wire Transfer OTH: Others
Payment Reference Code	PAY_REF_CODE	Character 50	Optional

Costpoint saves the information in these columns only if the Check Number is not blank.

The new validation process on voucher management screens also applies to these import screens. When you import multiple vouchers that have been paid with the same manual check, they must share the same Payment Transaction Type and Payment Reference Code.

 

Import Purchase Order Vouchers (AOPPOVCH)

The following fields are now available in the Check Information group box to enable you to enter specific payment information for a check used to pay for the batch of vouchers you are importing:

• Payment Transaction Type: Use this field to select the payment method.

• Payment Reference Code: Use this field to enter a reference number to identify the payment transaction.

 

Post Vouchers (APPOSTV)

The Post Vouchers screen has been upgraded with an enhanced validation process to ensure that when you post multiple vouchers that were manually paid with the same check, the Payment Transaction Type and Payment Reference Code must be consistent across the vouchers.

Costpoint now offers you the capability to quickly view an AI-generated summary of an organization’s financial activities and performance and easily gain insight into an organization’s business health.

Information generated by this feature include:

• Revenue trend analysis

• Net income trend analysis

• Cash flow analysis

• Debt-to-equity ratio analysis

• Contract backlog analysis

To use this feature, enter or select an organization on the Manage Organization Elements screen and click the new Smart Summary button. When you click this button, Deltek's digital assistant, Dela, generates business performance insights for the organization you selected and its lower-level organizations.

Considerations:

• The generated summary is tailored to each user by reflecting the organization's business health for the default fiscal year set up for the current user in Configure User Preferences.

• Financial information is generated based on an organization's financial statement configuration.

• To have an accurate cash flow analysis, you must first set up the statement of cash flows in Manage Financial Statements and use the Create Preliminary Cash Flow Statements screen to populate cash flow tables.

• To be able to generate a contract backlog analysis, you must first create and populate the Report Revenue Summary table in the Projects domain.

Note: You must have Full access rights to be able to utilize this feature.

Costpoint now has a feature for storing shortened vendor credit card numbers. With this feature, you can enter only the last four characters of a vendor’s credit card number, optimizing storage and retrieval process, increasing security and privacy, and reducing the risk of errors from entering full-length card numbers. 

 

Update Vendor Credit Card Number (APPTOOLCC)

Costpoint now includes the Update Vendor Credit Card Number screen, offering a streamlined way to convert existing vendor credit card numbers to a shortened format. You can choose to update the credit card number of all vendors, a single vendor, or a selected range. 

Once processed, only the last four digits of the affected vendor’s credit card number will display on the Credit Card Info subtask in Manage Vendors.

 

Import Company Credit Card Transactions (APPUTLCC)

The Import Company Credit Card Transactions screen now features a new checkbox: Take only the last 4 characters of the credit card field on import. 

This upgrade enables Costpoint to retrieve only the last four characters of the Credit Card Number column for each line in the input file and match those lines with vendor records that use the same shortened format in Manage Vendors. 

Be sure to select this checkbox only if your vendor records in Costpoint have already been updated to have the shortened credit card number format. Otherwise, no matches will be found during import.

Costpoint now features an easier and faster way to track your financial data. With improved visibility and more intuitive tools, you can manage cash receipts and journal entries with greater confidence and less manual effort.

What’s New:

• Instantly view cash receipts and journal entries using newly added inquiry screens.

• Query multiple accounts simultaneously, saving time and reducing repetitive tasks.

• Build custom queries for non-contiguous account ranges, giving you more control and flexibility.

• Access cleaner, streamlined reports that simplify financial tracking and improve decision-making.

These enhancements boost efficiency, give you more control over your data, and provide clearer insights into better financial management.

 

View Cash Receipts (ARQCR)

Costpoint now has the View Cash Receipts screen, offering you a centralized way to quickly review your cash receipt data. 

This new screen includes a header section, where you can enter selection criteria for viewing records, and the Cash Receipts Header table window, which has the Exchange Rates and Cash Receipt Lines subtasks.

The intuitive interface improves visibility into your cash receipt transactions and enhances overall cash flow tracking.

You have the option to view all cash receipts, or tailor the result set using the following criteria:

• Cash Receipts: View records by cash receipt number.

• Entry User: View records based on the user who entered the record.

• Pay Currency: View records based on the currency in which the cash receipt was recorded.

• Fiscal Year: View cash receipts entered within a fiscal year.

• Period: View cash receipts entered within a period/subperiod or a range of periods/subperiods.

• Cash Account: View cash receipts based on a cash account or a transfer account.

• Include Unposted: Display unposted transactions in the result set.

• Account: View cash receipts based on a general ledger account or range of accounts.

• Organization: View cash receipts by organization.

• Project: View cash receipts by project.

After you apply selection criteria, matching records display in the Cash Receipts Header table window. From there, you can:

• Open the Exchange Rates subtask, a standard functionality on multiple Accounting screens, which displays exchange rates applied to multicurrency transactions.

• Open the Cash Receipt Lines subtask to explore detailed line items linked to each header record.

 

Cash Receipts Header 

Use this table window to view cash receipt header records based on the selection criteria you entered on the header section of the screen. It reflects the header section of the Manage Cash Receipts screen and has the following columns:

• Fiscal Year

• Period

• Subperiod

• Cash Receipt Number

• Posted

• Line Total Functional

• Line Total Transaction

• Entered User ID

• Entered Date

• Post Sequence

• Receipt Date

• Pay Currency

• Bank Deposit Number

• Cash Receipt Type (Header)

 

Cash Receipt Lines

Use this subtask to view details of each record in the Cash Receipts Header table window. It reflects the fields in the Cash Receipt Details table window of the Manage Cash Receipts screen and has the following columns:

• Line Number

• Account

• Account Name

• Organization

• Organization Name

• Project

• Project Name

• REF1

• REF2

• Invoice ID

• Customer ID

• Customer Name

• Check Number

• Transaction Description

• Discount Func

• Amount Received Func

• Bank Abbr

• Vendor ID

• Advance ID

• Cash Account Line Flag

• Line Source

• Amount Received Trans

• Discount Tran

• Finance Charge Func

• Finance Charge Trans

• Expense Report ID

• Bank Amount

• Check

• Notes

• Transfer Account Key

• Cash Account Desc

• Cash Receipt Type

Attention: For more information, see the View Cash Receipts online help topic.

 

View Journal Entries (GLQJEI)

Costpoint introduces another new screen, View Journal Entries, which provides an easy way to view or monitor your journal entries.

It has the header section, where you can enter selection criteria for viewing records, and the JE Header table window, which has the Exchange Rates and Cash Receipt Lines subtasks.

You have the option to view a comprehensive list of journal entries or refine the selection criteria to view a preferred list based on the following:

• Fiscal Year: View journal entries entered within a fiscal year.

• Periods: View journal entries entered within a period/subperiod or a range of periods/subperiods.

• Journal Type: View journal entries based on the journal type. You can select one of the following:

• All

• Adjusting

• Recurring

• Reversal Adjusting

• Reversal Recurring

• Project Transfer

• Multi-Job Allocations

• Balance Sheet Revaluation

• Intracompany Work Assignment

• Include Unposted: Display unposted transactions in the result set.

After you apply selection criteria, matching records display in the JE Header table window. From there, you can:

• Open the Exchange Rates subtask, a standard functionality in multiple Accounting screens, which displays exchange rates applied to multicurrency transactions.

• Open the Posting Details subtask to explore detailed line items linked to each header record.

 

JE Header

Use this table window to view journal entry header records based on the selection criteria you entered on the header section of the screen. It reflects multiple fields from the Manage Journal Entries screen and has the following columns:

• Unpost

• JE Number

• JE Description

• Reversal Flag

• Journal Code

• Fiscal Year

• Period

• Subperiod

• Post Sequence Number

• Entered by ID

• Entered Date

• Last Modified By

• Approved Flag

• Approval Date

• Approval User ID

• Trans Currency

• Debit

• Credit

• Trans Debit

• Trans Credit

• Hours

 

Posting Details

Use this subtask to view details of each record in the JE Header table window. It reflects the multiple fields from the Manage Journal Entries screen and has the following columns:

• JE Line

• Debit

• Credit

• Trans Debit

• Trans Credit

• Hours

• Trans Currency

• Account

• Account Name

• Organization

• Organization Name

• Project

• Project Name

• JE Description

• Journal Code

• Notes

• Ref1

• Ref2

The Posting Details subtask also features the Employee Labor and Vendor Labor subtasks. Use these subtasks to view labor details if the Hours column of a detail line is greater than 0.

 

Employee Labor

Use this subtask to view labor information for employees for the line selected on the Posting Details subtask. It displays the following information:

• Sub Line

• Func Amount

• Trans Labor Amount

• Hours

• Employee ID

• GLC

• PLC

• Effective Bill Date

 

Vendor Labor

Use this subtask to view labor information for subcontractors or consultants for the line selected on the Posting Details subtask. It displays the following information:

• Sub Line

• Func Amount

• Trans Labor Amount

• Hours

• Vendor ID

• Vendor Employee ID

• Vendor Employee Name

• GLC

• PLC

• Effective Bill Date

 

View General Ledger Activity (GLQINQ)

The View General Ledger Activity screen now offers an expanded capability that enables you to view GL transactions across multiple accounts and organizations. With this enhancement, you can now efficiently access, filter, and analyze journal data across a broader scope. 

The Account and Org ID selection criteria have both been upgraded to drop-down lists which offer the following options:

• All: Select this option to view GL information for all accounts or organizations.

• One: Select this option to view GL information for a single account or organization.

• Range: Select this option to view GL information for a contiguous range of accounts or organizations. If you select this option, you must enter the beginning value for the range in the Start field and enter the ending value of the range in the End field.

• From Beginning: Select this option to view GL information for a range of accounts or organizations that begins with the first of all the available account or organization records and ends with the value that you enter in the End field. The Start field is disabled for this option.

• To End: Select this option to view GL information for a range of accounts or organizations that begins with the value that you enter in the Start field and ends with the last of all the available account or organization records. The End field is disabled for this option.

 

Print Journal Entry Posting Summary Report (GLRPSTSM)

Reports generated on the Print Journal Entry Posting Summary Report screen now include additional user and approval information. 

The printouts now display the following:

• Enter User ID: This field displays the ID of the user who entered the journal entry.

• Entered User: This field displays the name of the user who entered the journal entry.

• Approver ID: This field displays the ID of the user who approved the journal entry.

• Approver: This field displays the name of the user who approved the journal entry.

• Approval Date: This field displays the date when the journal entry was approved.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.3 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Enhanced security features have been implemented for opportunities and contracts within Costpoint. This update includes the relocation of security settings, the addition of new fields such as FedRamp and NIST 800-171, and seamless data transfer capabilities between opportunities and contracts. These enhancements aim to streamline security-related functionalities, improve data integrity, and ensure compliance with regulatory requirements.

 

Manage Opportunities (CTMOPP)

The new Security Requirements tab on this screen lets you specify security details, CMMC requirements, and other clearance information related to the opportunity. 

When you create a contract record from the opportunity, the details on this tab will automatically be transferred to the contract, ensuring seamless synchronization between opportunity and contract records.

The Security Requirements tab has the following fields.

Field	Description
Classified	Select this checkbox if the opportunity involves classified information or if the work is expected to require access to classified materials.
US Citizenship	Select this checkbox if the opportunity has restrictions requiring US citizenship.
DD254 Required	Previously located on the RFP Info tab, select this checkbox if a DD254 form (Department of Defense Contract Security Classification Specification) is necessary for the opportunity. This form is typically required for contracts involving access to classified information.
FedRamp	Select this checkbox if the opportunity involves cloud services that need to meet federal security standards as outlined by the Federal Risk and Authorization Management Program (FedRamp).
NIST 800-53	Select this checkbox if the opportunity requires compliance with NIST Special Publication 800-53, which provides a catalog of security and privacy controls for federal information systems and organizations.
NIST 800-171	Select this checkbox if the opportunity requires compliance with NIST Special Publication 800-171, which outlines security requirements for protecting Controlled Unclassified Information (CUI) in non-federal systems and organizations.
ITAR	Select this checkbox if the opportunity must comply with the International Traffic in Arms Regulations (ITAR). This is important for opportunities involving export-controlled information.
Security Clearance	Enter or select the minimum level of security clearance required for the opportunity. Options include Confidential, Secret, Top Secret, and Top Secret with SCI.
Other Clearance	Enter or select any additional clearance requirements beyond standard security clearances (for example, Sensitive Compartmented Information or Special Access Program requirements).
CMMC Requirements	Previously located on the Status tab, use this field to enter any information on Cybersecurity Maturity Model Certification (CMMC) requirements related to the opportunity. If the opportunity comes from GovWin IQ, this field displays CMMC information from GovWin IQ, but you can edit it.

 

Manage Contracts (CTMCNTR)

The same Security Requirements tab has been added to the Manage Contracts screen. When you create a contract from an opportunity, the details from the Security Requirements tab of Manage Opportunities are carried over to the contract record, but you can edit them in Manage Contracts. 

On the Classification tab, fields have been rearranged, and the following fields have been moved to the new tab:

• Classified

• US Citizenship Restrictions

• DD254 Required

• Security Clearance

• Other Clearance

In addition, the CMMC Requirements field initially located on the Contract Info tab is now also on the Security Requirements tab.

To see how the new fields map from the opportunity record into the contract record, see the Contract Management Mapping File.

 

Manage Contract Defaults (CTMCNTRDFLT)

The fields on the new Security Requirements tab of the Manage Contracts screen are also available in the Manage Contract Defaults application, enabling you to set default values for these fields when creating new contract records.

Costpoint now integrates Intelligent Character Recognition (ICR) into the contract record creation process, minimizing manual data entry, reducing errors, and improving the speed and accuracy of adding new contract records.

When you upload a contract document into the Manage Contracts screen, the ICR tool scans the contents of the file, extracts key fields from the file, and maps these fields to the appropriate fields in Costpoint. You will have the ability to review and manually input missing information as well as modify incorrect data as necessary.

 

Manage Application/Content Links (SYMCMIAL)

To enable ICR for contract creation, you or your system administrator must first select the Show Scan button checkbox for Manage Contracts on the Manage Application/Content Links screen. Once the configuration is saved, the Attach & Scan button will display in the Attach dialog box, and the Scan button will be visible on the Linked Content Files subtask within Manage Contracts.

Note: The Show Scan button checkbox is available only for applications that are configured for ICR.

 

Manage Contracts (CTMCNTR)

Once ICR is enabled for contracts, you can use the new Attach & Scan feature to upload and scan an electronic copy of a contract document. This tool supports both editable and image-based PDF files.

Note: Currently, the Attach & Scan functionality in Manage Contracts supports only PDF files. You will receive an error message if you attempt to upload a different file type. In addition, scanning is limited to page 1 of the following forms: DD1155, SF33, SF26, and SF1449.

To attach and scan a contract document:

1. 1. Click New on the application toolbar to add a record.

   2. Click the Attach drop-down list and then click Attach to open the Choose File dialog box. Alternatively, you can click the Attach button directly, which opens both the Choose File dialog box and the Linked Content Files subtask.

1. 2. 1. 3. In the Choose File dialog box, you can upload a local file from your device or attach a document from an alternate file location in Costpoint. After entering field values, click Attach & Scan to link the contract document to the record and automatically populate contract fields with scanned data.

Note: You may still click the Attach button to simply attach a file without scanning. However, this will not trigger ICR and will not pre-populate any contract fields.

1. 4. After attaching the file, click the Attach drop-down list and then click View Linked Content Files to access the Linked Content Files subtask, if it is not already open.

1. 5. On the Linked Content Files subtask, you can manage, view, or delete attachments. You can also use the new Scan button to review the information extracted from the document uploaded via Attach & Scan, and make any necessary corrections to the populated values.

1. 6. In the Scan results table window, you can directly edit field values within the Extracted Data column.

1. 7. For fields containing more detailed information, click the View Details link to open the Details table window.

1. 8. In the Details table window, review and update field values as needed. Edit values directly in the Values column and then click Close to return to the previous window.

1. 9. In the Scan results table window, click Apply to confirm your edits.

   10. Save the contract record.

 

ICR Populated Fields

When you attach and scan a contract document, Costpoint populates the following fields in Manage Contracts, including address details associated with role codes and customer IDs.

Field	Description
Costpoint Opportunity	Header
Main Opportunity ID	Header
Prime Contract No	Header
Task Order No	General tab
Anticipated Contract Value	General tab
NAICS (primary)	Classification tab
NAICS (primary) Effective Date	Classification tab
DPAS Purchasing Rating	Contract Info tab
Role Code (Administered By)	Customers/Contacts tab
Customer ID (Administered By)	Customers/Contacts tab
Role Code (Deliver To)	Customers/Contacts tab
Customer ID (Deliver To)	Customers/Contacts tab
Role Code (Issuing Client)	Customers/Contacts tab
Customer ID (Issuing Client)	Customers/Contacts tab
Role Code (Payments By)	Customers/Contacts tab
Customer ID (Payments By)	Customers/Contacts tab
Role Code (Submit Invoices To)	Customers/Contacts tab
Customer ID (Submit Invoices To)	Customers/Contacts tab
Role Code (Ship To/Mark For)	Customers/Contacts tab
Customer ID (Ship To/Mark For)	Customers/Contacts tab
Contract Award Date	Dates tab

 

ICR Population Logic

Costpoint uses the following logic when populating contract fields through the ICR tool:

1. 1. Scan process: The tool first tries to populate the contract record using data extracted from a scanned document.

   2. Opportunity match: If any fields remain blank after scanning, Costpoint checks if there is a matching opportunity record. If a match is found, it fills in the blanks using overlapping fields from the opportunity, such as:

   • Prime Contract No

2. Contract Award Date

3. Task Order No

4. NAICS (primary)

5. • 1. 3. 3. Contract defaults: If fields are still unpopulated, default values from the Manage Contract Defaults settings are applied. For example, Costpoint might fill in NAICS (primary) if it is still missing.

 

MS Teams Integration

If your Costpoint instance is integrated with Microsoft Teams and your system administrator has enabled the ICR tool for contract creation, you can upload and scan a contract document directly from Teams.

To do this, complete these steps:

1. Attach the contract file in the Chat window of your Costpoint application in Teams.

2. Review the extracted details that Teams displays from the contract form. When prompted to create a contract record, reply with “Yes.”

3. Enter a contract name when asked.

4. Complete any missing required fields by responding to each prompt from Teams. This ensures all necessary information is captured before the contract record is created.

Once the process is done, Teams will confirm the contract creation and provide a link to the newly created contract record. See the following example.

Indicator for Deltek Help References

You can now easily identify Ask Dela responses that reference the Deltek Help. When the response to a question refers to a Deltek Help page, a question mark (?) displays next to the hyperlink that directs you to the Deltek Help page.

Costpoint's Perimeter Access Control feature offers a robust security policy that ensures precise control over access to Cloud resources. This functionality not only enhances security but also provides the necessary access for users, streamlining access management and maintaining flexibility. 

The new Perimeter Access Control subtask on the Security Settings tab in Configure System Settings lets you manage Costpoint access control at either the product level or for individual applications. This enables you to restrict access based on an IP range (CIDR - IPv4/IPv6) or Certificate CN verification, providing you with greater control over Costpoint access.  

The Kiosk Mode PWA has been updated to support the changes in Perimeter Access Control. This ensures a seamless and secure user experience across all modes of access. 

If Perimeter Access Controls are not set up for a product or application, Costpoint will continue enforcing all other security and organizational security policies. 

If Perimeter Access Controls are activated, an additional security check will be performed every time an application is launched.

Perimeter Access Controls (PAC) should be treated as an additional security layer and will inherit existing user messaging rules. Products and applications that a user does not have access to will not be visible on the menu. If a user attempts to launch a restricted product or application, they will receive the same access restriction message as currently implemented.

To provide more flexibility in communication, admin messages can now be sent to all Costpoint users of a system, not just those with native notification preferences. This expansion includes email notifications, increasing the reach of important updates. In addition, you can control the visibility of these messages with the new Only show in Costpoint upon user login setting on the Administrative Messages screen. When this setting is selected, Costpoint will display the message onscreen to Costpoint users upon login instead of sending an outgoing message. 

Costpoint now supports multi-tab and multi-window browsing, enabling you to open and use an application across different browser tabs or windows. For instance, clicking an approval link in an email will open the corresponding record on a new tab. You can also display different Costpoint applications on separate monitors. Logging out of Costpoint will log you out of all instances, and the application will notify you if it is already open on another tab.

Note: This feature does not support Incognito or similar browser modes.

Provide URLs to your internal resources like policies and handbooks, so Ask Dela can give tailored answers based on your organization's content. This feature supports PDF, DOC, DOCX, and HTML formats and includes a new subtask for managing URLs.

The Dela Help Content Links subtask on the Dela tab in Configure System Settings enables you to manage the URLs that Ask Dela uses to retrieve documents. Provide the link's name, URL, alternative network path, company assignment, and description. This subtask also displays the last processed date and any failure reasons.

The new Assigned User/User Groups subtask on the Dela Help Content Links subtask lets Costpoint administrators control access to certain documents based on user roles. They can select a document on the Dela Help Content Links subtask and then assign specific users or user groups to the document, limiting access to it. If no restrictions are defined for the document, it will be accessible to all users.

The new Rebuild Ask Dela Documentation Links application is available in the System Administration Utilities module. This background job processes all documentation links configured on the Dela Help Content Links subtask. This application can be launched only if Dela is enabled.

Costpoint has been updated to support WebLogic 14.1.2, which was released by Oracle in December 2024. Deltek recommends transitioning to this version within a year of its release, as Oracle may cease security updates for the current version, WebLogic 14.1.1. 

Use this feature to enter a preferred quote on the requisition, or an awarded quote on the purchase order (PO) that has multiple quantity breakpoints, and have it pull in the correct cost from the quote entered so you can use this with the preprocessor or the Web Integration Console (WIC) without having to manually look up the quote breakpoint line that matches the quantity.

 

Manage Purchase Requisitions (PPMNTRQ1)

When you enter a Preferred Quote/Awarded Quote, Costpoint now loads the costs and volume discount from the breakpoint quantity’s minimum order that is closest to the requested/order quantity. In addition, the manufacturer, manufacturer part and revision, and vendor part and revision from the quote line are loaded. You can still overwrite the values after the information has been loaded from the quote.

The same changes apply to the following screens:

• Apply PO Info to Purchase Requisitions (PPMNTRQ2)

• Apply PO Info to Purchase Requisitions by Line (PPMRQLN)

• Manage Purchase Orders (POMMAIN)

 

Import Purchase Requisitions (AORRQPP)

When you enter the Preferred Quote ID in the input file, and the Estimated Unit Cost (Trans), Preferred Vendor, Manufacturer Part/Revision, and Vendor Part/Revision are blank in the input file, these will be loaded from the quote (QT_HDR / QT_LN).

 

This enhancement requires the following:

• cp82_aoprqpp_001.zip

• cp82_cmnlib_ppmentrq_003.zip

• cp82_ppmrqln_003.zip cp82_cmnlib_ppmentrq_003.zip

• cp82_cmnlib_ppmentrq_003.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

This feature adds standard text, ship ID, and DPAS rating to the request for quote (RFQ) in the Supplier Portal's Manage Quotes section. This enables you to provide accurate quotes by having access to necessary information.

 

Manage Quotes (SPMQTV)

On the Header and Line, you can now see the actual standard text in the RFQ header and line sections, similar to what you see in Manage Supplier Actions with the addition of the Header Text and Line Text subtasks. These two subtasks have the following fields, respectively:

• Header Text: This field displays the RFQ header text.

• Line Text: This field displays the RFQ line text.

In addition, the RFQ now includes a Ship to Address group box with fields for Line 1, Line 2, Line 3, City, State, Postal Code, and Country. The Priority field has been renamed to DPAS Rating and is now visible in both RFQ lines and Quote lines. Postal Code has been changed to Postal in Manage Quotes to be consistent with Manage Supplier Actions.

A DPAS Rating field has been added as well to the Quote Line to display the DPAS rating for the RFQ.

The Quality checkbox fields (QC Insp Reqd, Source Insp Reqd, and Cert Conf Reqd) have also been rearranged, as well as the Default Cost fields (Volume Disc, Gross Unit Cost, and Net Cost) in Quote lines.

 

Ship to Address Group Box

• Line 1: This field displays the RFQ line ship address line 1.

• Line 2: This field displays the RFQ line ship address line 2.

• Line 3: This field displays the RFQ line ship address line 3.

• City: This field displays the RFQ line ship address city name.

• State: This field displays the RFQ line ship address mail state name.

• Country: This field displays the RFQ line ship address country.

 

Manage Supplier Actions (SPMSPACT)

The Ship ID Desc field in the Ship to Address group box has been removed.

This feature allows for the RMA purchase order (PO) type vendor default to be the RMA customer and the buyer default to be the RMA employee ID, rather than using the vendor and the buyer default from settings. This results in better audit tracking of who created the PO and for whom it was created.

 

Configure Customer Returns Settings (OEMCRSET)

You can now change the vendor and/or buyer to default the RMA customer as the purchase order (PO) vendor and the RMA employee as the buyer when creating RMA POs.

This can be done by using the following new options:

• Default Employee who created the RMA as the Buyer: If you select this option, the employee ID on the RMA header will default on the RMA PO that will be created and not the buyer from the Configure Customer Settings screen.

• Default RMA Customer as the Vendor: If you select this option, the RMA customer from the header will default on the RMA PO that will be created and not the vendor from the Configure Customer Settings screen.

The buyer, vendor, and vendor address are conditionally required and editable when the two new options are selected.

 

Manage Customer Returns (OEMCRTRN)

The application has been updated to default the RMA customer and employee from the header on the RMA PO.

 

Manage Purchase Order Receipts (RCMPORC)

The application has been updated to ensure that no errors are encountered when receiving an RMA PO with the updated buyer and vendor defaults.

 

Manage Quality Control Inspections (RCMINSP)

The application has been updated to display the RMA customer name as the vendor and the RMA employee ID as the buyer.

 

Print Receipt Traveler (RCRTRVLR)

The application has been updated to ensure that no errors are encountered when processing and printing RMA POs with the updated defaults.

 

Print Receiving Log (RCRLOG)

The application has been updated to display the RMA customer name as the vendor on the report.

 

Import Purchase Order Receipts (AOPRCPRE)

The application has been updated to ensure the proper display of the RMA employee as the buyer and the RMA customer as the vendor.

 

Print Pending Inspection Report (RCRPINSP)

The application has been updated to display the RMA customer name as the vendor on the report.

 

Set Up Company (SYPCOMP)

When you set up a new company, the application copies the settings from the Configure Customer Returns Settings screen.

These updates enhance the security and management of part data by restricting access to unauthorized parts and ensuring that only authorized parts are displayed and processed in various functions.

Part Data Security	Applications
Part Security Field: A new field called Part Security has been added to screens that display Item/Part ID/Revision. This field displays one of three values: Unrestricted: All users have access to the part. Restricted: The part and user belong to the same security group. Unauthorized: The part is linked to a security group, but the user does not belong to the same security group.	Enter Cost Adjustments (INMCSADJ) Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV)
Unauthorized Parts Restriction in New Line: Costpoint now displays the following error message when unauthorized parts are added in the details: "You are not authorized to access this restricted part/rev."	Enter Cost Adjustments (INMCSADJ) Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV) Manage Serial/Lot Information (INMSRLT) View Serial/Lot Information (INQSRLT)
Item ID and Rev Lookup: When you do a lookup, unauthorized parts for your security group will be filtered out and not displayed in the result.	Enter Cost Adjustments (INMCSADJ) Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV) Print Inventory Reorder Report (INPREORD) Manage Serial/Lot Information (INMSRLT) View Serial/Lot Information (INQSRLT)
Header Query: You can do a query of transactions with unauthorized parts for your security group in line details, but the Part Description and other details will be left out.	Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV)
Header Total Amount: When you access the header total amount, it will be displayed even if all lines are unauthorized for your security group.	Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV)
Reservation Lookup: When you do a lookup, Costpoint displays only reservations authorized for your security group.	Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR)
Details Query: When you do a query for parts unauthorized for your security group, Costpoint displays the result without the part description and other details with secured part data.	Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV) Print Inventory Reorder Report (INPREORD) Manage Serial/Lot Information (INMSRLT) View Serial/Lot Information (INQSRLT) Create UID Print File (INPUID)
Header/Details Query: Users can query unauthorized part/rev without the part description and other details. This includes the header total amount.	Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV)
Header Details Subtasks (Accounting Period): Users can access all details related to the parts.	Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV)
Line Details Subtasks: Unauthorized users are restricted from accessing the Serial/Lot, On-Hand Locations, Inventory Allocations, and Back Orders details for part/rev on the Line Details CTW.	Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV)
Project Substitute Parts: Unauthorized project substitute part IDs/Rev will be filtered out, and an error message will be displayed if they are manually entered.	Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV
Clone Transactions Button/Lookup: Unauthorized parts will be cloned with hidden/blank descriptions and other information, and the unauthorized parts cannot be displayed when users do a lookup.	Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV)
Copy Header: Users can copy the header details even if they are unauthorized for one or more part/rev in line details.	Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV)
Delete Transactions (Header): Transactions cannot be deleted if the user is not authorized for at least one of the transfer details lines.	Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV
Delete Line Details: Users cannot delete line details with unauthorized parts.	Manage Inventory Reservations (INMPARSV)
Serial/Lot Lookup: When you do a lookup for parts that are not authorized for your security group, the result will exclude Serial/Lot info linked to unauthorized parts, including those loaded via Autoload.	View Serial/Lot Information (INQSRLT) Create UID Print File (INPUID)
PO/PO Line Lookup: When you do a lookup for parts that are not authorized for your security group, the result will exclude PO/PO line info linked to unauthorized parts.	Enter Issues to Project/Account/Org or PO (INMPAISS) Manage PO/Req Inventory Reservations (INMPORSV)
Reservation Line Lookup: When you do a lookup for parts that are not authorized for your security group, the result will exclude Reservation line info linked to unauthorized parts.	Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR)
Requisition/Req Line Lookup: When you do a lookup for parts that are not authorized for your security group, the result will exclude requisition info linked to unauthorized parts.	Manage PO/Req Inventory Reservations (INMPORSV)
Autoload Button: When you use Autoload, part IDs/revs unauthorized for your security group are excluded in Line Details CTW.	Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR) Enter Location Transfers (INMLOXFR) Manage PO/Req Inventory Reservations (INMPORSV)
Reverse Transactions: You are restricted from reversing transactions with at least one transfer detail line that you are unauthorized for.	Enter Scrap Adjustments (INMSCADJ) Enter Quantity Adjustments (INMQTADJ) Enter Issues to Project/Account/Org or PO (INMPAISS) Enter Inventory Transfers (INMPAXFR)
Execute Icon: When you click the Execute icon, an error message will be displayed if the saved criteria are a part you are not authorized for.	Manage Serial/Lot Information (INMSRLT)
Serial/Lot Maintenance Details: When you manually enter unauthorized serial/lot information, the part will not be loaded.	View Serial/Lot Information (INQSRLT)
Process Gear Icon: When you click the Process Gear icon, transactions will be processed/created only for authorized parts/revs for your security group.	Create Mass Inventory Transfers (INPMSXFR) Print Inventory Reorder Report (INPREORD) Print Reservation Pick Lists (INRRESV)
Preview Icon: When you click the Preview icon, the process will only display transactions authorized for your security group.	Create Mass Inventory Transfers (INPMSXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV) Print Inventory Reorder Report (INPREORD) Print Reservation Pick Lists (INRRESV)
Print Icon: Clicking the print icon will display only authorized parts.	Create Mass Inventory Transfers (INPMSXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV) Print Inventory Reorder Report (INPREORD) Print Reservation Pick Lists (INRRESV)
Report: When you generate a report, parts that are unauthorized for your security group will be excluded from the report.	Create Mass Inventory Transfers (INPMSXFR) Manage Inventory Requests (INMRQST) Manage Inventory Reservations (INMPARSV) Manage PO/Req Inventory Reservations (INMPORSV) Print Inventory Reorder Report (INPREORD) Print Reservation Pick Lists (INRRESV)
Part/Rev Option (Selection Range): When you enter a part/rev for an unauthorized part; or select Process, Preview, or Print, Costpoint displays an error message; excludes the part from the report.	Print Inventory Reorder Report (INPREORD) Create UID Print File (INPUID)
UID and Serial Number Option (Selection Range): When you enter a UID and serial number linked to an unauthorized part, Costpoint will show an error and will not process the record.	Create UID Print File (INPUID)
Reservation and PO/Req Option (Selection Range): When you enter an unauthorized part; or select Process, Preview, or Print, Costpoint displays an error message; excludes the part from the report.	Print Reservation Pick Lists (INRRESV)

This feature introduces new functionalities to enhance the management of substitute parts in manufacturing orders. This update aims to provide you with more control and flexibility in viewing and managing substitute parts based on various criteria.

 

Configure Production Control Settings (PCMSET)

A new Substitute Parts group box has been added on the Planning tab. This group box includes several new checkboxes to manage substitute parts settings.

In addition, several new checkboxes have been added to the screen to enable you to customize your view based on specific criteria, such as MO build project or requirement line project:

• Show Project Substitutes and Part Substitutes: Select this option to view both project and part substitutes simultaneously.

• Show MO Build Project Substitute Parts: Select this option to view substitutes based on the MO build project.

• Show Requirement Line Project Substitute Parts: Select this option to view substitutes based on the Requirement Line Project.

• Use Interchangeable Parts Only: Select this option to display interchangeable parts only.

 

Setup Company (SYPCOMP)

The new settings in the Substitute Parts group box in Configure Production Control Settings are copied to the new company settings.

 

Manage Manufacturing Orders (PCMMOMNT)

The logic for displaying substitute parts on the Substitute Parts subtask now refers to the new settings in Configure Production Control Settings instead of the MRP settings. This allows Costpoint to display substitutes based on the requirement line project and substitutes based on the MO build project, allows you to view both project and part substitutes, and provides the option to display interchangeable parts only.

Use this feature to see the soft allocation of specific end item demand to all orders and inventory, such as sales order line, forecast line, or inventory reservation line. This allows planners to concentrate on all MRP messages related to a specific demand requirement if they are trying to status or expedite an end-item order. This feature can be enabled/disabled in Manage Opt-In Features.

 

Configure Material Requirements Planning Setting (MRMSET)

A Populate MRP Allocation Table checkbox has been added that, when enabled, will populate the MRP Allocation table with information of all supplies (order, inventory, or planned order) allocated to a demand requirement during the MRP or MPS process.

 

Update Material Requirements Plan (MRPMRP)

The MRP process now inserts MRP soft allocation information into the MRP_ALLOCATION table when the MRP Settings Generate MRP Log File option is selected.

 

Update Master Production Schedules (MSPMPS)

The application now populates the MRP_ALLOCATION table when the new MRP Settings Populate MRP Allocation Table option is selected and MPS Plan is P (Production).

 

Manage MRP Soft Allocations (MRMALLOC)

This new application (Materials » Materials Requirements Planning » Material Requirements Planning » Manage MRP Soft Allocations) displays MRP soft allocation information between supply and demand generated during the MRPMRP or MSPMPS process. You can inquire about a supply to see demand requirements it is allocated to (bottom-up view) or inquire about a demand requirement to see all supplies allocated to it and any low-level requirements and its supply (top-bottom view).

These updates enhance the visibility and management of MRP soft allocations, providing you with more control and insight into supply and demand requirements.

 

This enhancement requires the following:

• cp82_cmnlib_mrplib_005.zip

• cp82_mrpmrp_004.zip

• cp82_mspmps_004.zip 

• cp82_dbc_820_11571_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Non-Conformance Report (NCR) functionality enables you to report nonconforming material identified during inspection of items or material (Quality or Shop Floor Inspection) or during the movement of the materials and/or when the material is in stock. The material is inspected to verify that the items conform to the relevant specifications and/or drawings. During the material inspection process, if a non-conformance is detected, the material is immediately isolated.

This process is applicable to material that is purchased, issued for a production order, finished goods from a production order, or issued a material for a sales order.

Note: For more information on the new applications, see the updated online help.

 

Manage Warehouses (INMWHSE)

You can now access a nonconformance transaction description for nonconformance reports on the Transaction IDs subtask.

 

Manage NC Types (INMNCTYP)

This new application/screen (Inventory » Nonconformance » Manage NC Types) enables you to classify nonconformance types.

 

Manage NC Defect Codes (INMDEFCD)

Use this new application (Inventory » Nonconformance » Manage NC Defect Codes) to define defect codes for materials based on the company division they are logged into.

 

Manage Nonconformance Status (INMSTATUS)

This new application/screen (Inventory » Nonconformance » Manage Nonconformance Status) enables you to create/maintain nonconformance statuses. 

 

Manage Cause Codes (INMCAUSE)

Use this new application/screen (Inventory » Nonconformance » Manage Cause Codes) to define causes for nonconformance based on the company division. 

 

Manage Corrective Action Codes (INMCORR)

Use this new application/screen (Inventory » Nonconformance » Manage Corrective Action Codes) to define the corrective action codes for nonconformance depending on the company division the user is logged into. 

 

Manage Nonconformance (INMNONC)

This new application/screen (Inventory » Nonconformance » Manage Nonconformance) enables you to manage nonconformance. If the nonconformance originates from TIPQA, this screen will be read-only.

 

Manage Manufacturing Orders (PCMMOMNT)

You can view the nonconformance information via the new Nonconformance subtask.

The same changes apply to the following:

• Enter Manufacturing Order Reliefs (PCMRELMO)

• Manage Sales Orders (OEMNTSO1)

 

Manage Purchase Order Receipts (RCMPORC)

You can now see an informational message in the application when a part has an Active nonconformance against it. In addition, you can now see the nonconformance information for the record via the Nonconformance subtask.

 

Print Nonconformance Documentation (INRNONC)

Use this new application/screen (Inventory » Inventory Controls » Print Nonconformance Documentation) to print the following:

• Nonconformance ID

• Non conformance Status

• Part Number

• Warehouse

• Options

• Print Nonconformance

• Print Impacted MOs

• Print Impacted POs

• Print Serial/Lot

Costpoint previously allowed the entry of a negative additional amount on the Manage Employee Taxes screen. However, if this resulted in a negative withholding, Costpoint did not set the withholding to zero. In addition, a validation for negative amounts prevented employees from entering a negative withholding amount for Louisiana on the Employee Self Service State Withholding screen.

To address these issues, Costpoint now provides an option to allow a negative additional amount for specific states. When the new option is enabled, the following will be applied:

• In state withholding screens, if a negative additional amount is permitted for a state, the validation for negative amounts will not be displayed, allowing the entry of negative numbers.

• During payroll computation, if the calculated or recalculated withholding amount for the pay period is less than zero, the application will set the withholding amount to zero, provided specific conditions are met.

 

Configure State Tax Settings (AOMESSST)

The screen provides the following new field:

Field	Description
Allow negative extra withholding	Select this checkbox if a negative amount is allowed in the Extra Withholding per Paycheck field in ESS State Withholding screen to reduce employee’s tax withholding. The Louisiana Form L-4, Employee’s Withholding Allowance Certificate, allows the employee to either increase or decrease the amount to withhold on Line 8, with a decrease indicated as a negative amount.

The label of the Allow extra withholding per paycheck checkbox was updated for consistency with the Manage Employee Taxes and ESS State Withholding screens:

 

State Withholding (ESMSTATEWH)

If the Allow negative extra withholding checkbox is selected for the state on the Configure State Tax Settings screen, the State Withholding screen will not display the validation for negative amounts and allow the entry of negative numbers.

This update was also applied to the State Withholding tab on the Life Events/New Hires screen.

 

Compute Payroll (PRPCPR)

This enhancement sets the final withholding amount to zero only when the initial withholding amount is positive (or zero) and the additional amount is negative, resulting in a negative withholding amount. In all other cases, the existing functionality will remain unchanged. This is applicable to all states by default.

This update was also applied to the Manage Payroll Edit Report (PRMPTF) screen.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now includes information for the new Allow negative extra withholding flag (NEG_EXTRA_WH_FL) column on the ESS_STATE_TAX table.

 

This enhancement requires the following:

• cp82_aomessst_001.zip

• cp82_bundle_CYE2024_003.zip

• cp82_cmnlib_benefitslib_005.zip

• cp82_cmnlib_cpcpr_005.zip

• cp82_dbc_820_11633_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The Create Auto-Pay Timesheets process was updated to use common code for project/organization/account validations, project workforce validations, PLC defaulting, and PLC validations. This update ensures consistency with the functionality in other timesheet applications.

 

Improved Withholding State Defaulting Logic

This release introduces enhancements to the Create Auto-Pay Timesheets screen in Costpoint, specifically improving how the Withholding State is defaulted on auto-generated timesheet lines. These changes align the defaulting logic for Withholding State with the logic used for other timesheet line values, ensuring consistency and reducing manual corrections.

The Create Auto-Pay Timesheets screen features the following updates:

• A new Withholding State field has been added to the Timesheet Line Defaults section. This field is visible only if the client is licensed for Costpoint Payroll.

• The application now uses a consistent hierarchy to determine the default Withholding State, similar to how it handles other timesheet line values such as Project, Account, and Pay Type.

• An error message will now display if:

• You are licensed for Costpoint Payroll.

• If the Enable multi-state tax functionality checkbox is selected in the pay period being processed.

• No default withholding state is found.

• The Pay Class field label has been renamed to Rate Type.

 

Field Updates

• The Employee Eligibility Method label has been renamed to Employee Selection Method.

• The Screen Default Usage group box has been replaced with the following Default Method options:

• Use the defaults on this screen as first level of default: The Withholding State specified on the screen will override other defaults

• Use the defaults on this screen as last level of default: Costpoint will use the Withholding State on the screen if no other defaults are found.

• The Auto-Adjust % label was added for the existing data field.

• The screen layout has been redesigned to accommodate the new Withholding State field.

 

Validation Enhancements

New validations ensure that:

• A project is not defaulted if the selected Account does not require one.

• An error is shown if a required withholding state cannot be determined.

Costpoint now enables employees to view their leave balances directly on their paystubs in the Employee Self-Service (ESS) portal. This enhancement aligns the ESS paystub display with the existing Payroll Checks functionality, providing a more complete and transparent view of leave usage and accruals.

Employees can now see their leave balances as they were at the time the paycheck was issued, not just the current balance. This change improves historical accuracy and supports better personal leave tracking.

 

Payroll Checks (ESMPAYCHECKS)

A new Leave subtask has been added to the Payroll Checks screen. This subtask displays leave balances as of the paycheck date, including:

• Leave Type

• Beginning Balance

• Earned (during the leave period)

• Used (during the leave period)

• Current Balance

The leave information is now printed on the paystub, below the state tax information.

 

Print Paychecks (PRPPCHK)

A new table, EMPL_PR_LV, has been introduced to store leave balances calculated during paycheck printing. This table captures leave data at the time of paycheck generation, ensuring historical accuracy.

 

Print Payment Advices (PRPPPAF)

A new table, EMPL_PR_LV, has been introduced to store leave balances calculated during paycheck printing. This table captures leave data at the time of paycheck generation, ensuring historical accuracy.

Leave balances are stored in EMPL_PR_LV during the payment advice printing process.

 

Post Payroll (PRPPPCLS)

Tables have been added to track leave balances after payroll is posted. These tables ensure that leave data is preserved for historical reference and audit purposes.

• EMPL_PR_LV

• EMPL_EARN_LV

• EMPL_PR_LV_ADT

• EMPL_E_LV_ADT

 

Manage Employee Earnings History (PRMERF)

A new Leave subtask has been added to display leave balances at the time of paycheck creation. The subtask uses data from the EMPL_EARN_LV table to display historical leave information. This subtask displays leave balances as of the paycheck date, including:

• Leave Type

• Beginning Balance

• Earned (during the leave period)

• Used (during the leave period)

• Current Balance

 

Manage Payroll Records (PRMPTF)

A new Leave subtask has been added to display leave balances at the time of paycheck creation. The subtask uses data from the EMPL_PR_LV table. This subtask displays leave balances as of the paycheck date, including:

• Leave Type

• Beginning Balance

• Earned (during the leave period)

• Used (during the leave period)

• Current Balance

 

View Employee Earnings (PRQERF)

A new Leave subtask has been added to display leave balances as of the paycheck date. This subtask uses data from the EMPL_E_LV_ADT table. This subtask displays leave balances as of the paycheck date, including:

• Leave Type

• Beginning Balance

• Earned (during the leave period)

• Used (during the leave period)

• Current Balance

 

View Payroll Edit Table (PRQPTF)

A new Leave subtask has been added to display leave balances at the time of paycheck creation. This subtask uses data from the EMPL_PR_LV_ADT table. This subtask displays leave balances as of the paycheck date, including:

• Leave Type

• Beginning Balance

• Earned (during the leave period)

• Used (during the leave period)

• Current Balance

 

Void/Replace Posted Paychecks (PRPVCHK)

The new EMPL_EARN_LV and EMPL_E_LV_ADT leave tables have been added to the void process for paychecks.

 

Delete Paychecks from Payroll Edit Table (PRPAVCK)

The new EMPL_PR_LV and EMPL_PR_LV_ADT leave tables have been added to the delete process for deleted paychecks.

 

Delete Payment Advices (PRPVPAF)

The new EMPL_PR_LV and EMPL_PR_LV_ADT leave tables have been added to the delete process for the deleted payment advices.

 

Print Data Dictionary Report (SYRDD)

The new EMPL_PR_LV and EMPL_EARN_LV tables have been added to the data dictionary to support the new leave tracking functionality.

You can now set up leave balances to be displayed in days instead of hours in the Employee Self-Service (ESS) Leave Status and Payroll Checks applications. This enhancement improves clarity for employees who prefer to view their leave in days, making it easier to understand and plan their time off.

 

Leave Status (ESQLVSTAT)

A new Unit of Measure column has been added to the Leave Status screen. Leave balances can now be displayed in Days or Hours, depending on the configuration on the Manage Leave Codes screen. The new Unit of Measure column is also included in printed reports and previews, ensuring consistency between on-screen and printed information.

The display format is determined by the Report leave to employee in days checkbox on the Manage Leave Codes screen setup. If you select this checkbox, leave displays in days; otherwise, it remains in hours.

The screen uses the Hours in Leave Day value from the leave code to convert hours to days.

 

Payroll Checks (ESMPAYCHECKS)

Similar to the Leave Status screen, a Unit of Measure column has been added to the Payroll Checks screen. Leave balances on paystubs can now be displayed in Days or Hours, based on the same leave code setting. This enhancement ensures that leave information on paystubs matches the format used in ESS Leave Status. The Unit of Measure column is also included in printed paystubs.

 

Configuration for Administrators

To enable this feature:

1. Go to the Manage Leave Codes screen (People » Leave » Leave Controls » Manage Leave Codes).

2. Select the Report Leave to Employee in Days checkbox for the applicable leave types.

3. Ensure the Hours in Leave Day value is correctly set for accurate conversion.

To support more descriptive and flexible payroll configurations, in the future, Costpoint will allow pay type codes of up to 15 characters. This enhancement will enable organizations to use more meaningful identifiers for various pay types, accommodating alphanumeric and special characters (excluding commas, spaces, quotation marks, and backslashes). Currently, the field allows 3 characters. Several applications have been updated to accommodate 15 characters in preparation for when the future enhancement is released.

To implement this change, updates were made across multiple components, including:

• Work tables, dynamic tables, code, and stored procedures

• User interface screens

• Reports

• Lookup fields

• File layouts

The following Costpoint applications have been updated to support the extended field length:

• Print Employee Earnings Report (PRRERF)

• Print Federal Certified Payroll Report (PRRCERT)

• Print Payroll Edit Report (PRRPTF)

• Print Quarterly Federal Tax Report (PRRFDTAX)

• Print State Overtime Wages Report (PRRSOTW)

• Recompute Taxable Wages (PRPRCOMP)

This release introduces important updates to the People domain in Costpoint to align with the enhanced Project Period of Performance (POP) validation logic introduced in version 8.2.6. These changes ensure consistent and accurate validation of project dates across various timesheet and payroll applications.

Multiple People applications now use a centralized validation method to check whether timesheet entries fall within a project’s active period of performance. These applications now reference the same logic used by the Projects module to determine valid project dates. This ensures that all time and payroll entries are consistently validated against the correct project period. Updated screens are:

• Create Auto-Pay Timesheets (LDPDUMTS)

• Create Employee Allowance Timesheet Lines (LDPADD)

• Create Leave Payout Timesheets (LDPLPTS)

• Import Timesheets (AOPUTLTS)

• Import Timesheets from Deltek Time and Expense (LDPUPET)

• Post Leave Accruals (LDPLHF)

• Post Payroll Journal (PRPPPCLS)

• Post Timesheets (LDPLDJ)

• Recast Overtime Premium to Timesheet Lines (LDPROTP)

The following applications have been updated to populate start and end dates using a similar logic. However, no additional validation has been implemented:

• Export Data to Deltek Time and Expense (LDPDTC)

• Export Project Manufacturing Data (LDPEXPM)

 

Validation Based on Subperiod End Date

To improve accuracy, Costpoint now uses the Subperiod End Date, not the timesheet date, to validate whether a project is within its period of performance. This change applies to all updated applications and helps prevent incorrect time entries.

 

Project Hierarchy

If a project does not have its own start and end dates, Costpoint will automatically check higher levels in the project hierarchy to find valid dates. This ensures that time can still be entered for lower-level projects when the period of performance is defined at a higher level.

 

Screen Warnings

When the Show Period of Performance Warning Message checkbox is selected on the Configure Project Settings screen, users will receive a warning if they attempt to charge time outside of a project’s valid period. These warnings help prevent errors but do not block users from saving their entries.

This setting now applies to Costpoint People applications updated in this release except for the Export Data to Deltek Time and Expense screen.

 

This enhancement requires the following:

• cp82_ldpldj_003.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

Costpoint users have previously experienced challenges in manually maintaining different deduction balances for employee age groups as required by the Secure Act 2.0. To address this, Costpoint now allows payroll administrators to set different deduction limits by age groups for specific date ranges. This enhancement features the following:

• Payroll administrators can now define deduction limits based on age groups and specific date ranges on the Manage Deduction Group Limits screen.

• During payroll computation, Costpoint will enforce the deduction limits by age and date ranges as set on the Manage Deduction Group Limits screen.

 

Manage Deduction Group Limits (PRMDGL)

The screen provides the following new options and subtask:

Field/Subtask	Description
Set Group Limits by	Select an option on how to group limits for new records on the Manage Deduction Group Limits screen: Date Range: Select this option to set one group limit for a date range. Age and Date Range: Select this option to set multiple group limits for employee age ranges for new records. Warning: You will not be able to change the setting for existing records. Once you save the record, you will no longer be able to change the selected option. Setup Example You wish to set 401K and catch-up deduction ranges for employees based on their ages for a particular calendar year or date range. You will need to: Add a new record on the Manage Deduction Group Limits screen and select the Age and Date Range option. Enter the year’s start and end dates on the Effective Dates subtask. Click the Group Limits by Age subtask link and enter the age ranges and the limit for each age. If the employee’s age falls within the age range during the dates set in the Effective Dates’ record, the deductions linked to the deduction group will not be withheld once the Group Limit has been reached. From Age * To Age * Group Limit 0 49 23,500 50 59 31,000 60 63 34,750 64 99 31,000 If you do not want to have limits by age, you can select the Date Range option and set one Group Limit amount for all employees for a date range on the Effective Dates subtask.
Group Limits by Age	This subtask is enabled when you select the Age and Date Range from the Group Limits by options. You can set up different group limits for different age ranges on this subtask. This may be used for catch-up limits for 401K and other retirement deductions. If the employee’s birthday is later in the year, they will still be eligible for the date range. If you do not set up a range for all employee ages, the employees that do not fall into a range will not have a group limit for their deductions. This will be on the Effective Dates subtask

Each row in the Effective Dates subtask will have a record on the new age range subtask depending on the Group Limits by option.

Note: You need to set up a new Deduction Group Limits record if you want to use the new functionality. Any current deduction group will not be able to calculate by age ranges.

 

Compute Payroll (PRPCPR)

The existing process for deduction group limits was updated to check the employee’s age when the deduction group has an age/date range.

 

Update Employee Deductions/Contributions (PRPSDED)

You can now select to update records by hire date and include specific employee types in the update process. The following fields were added for this feature:

Field	Description
Hire Date	From the drop-down field, select a range option for employee hire dates to be included in the process. Valid options are: All: Select this option to include all hire dates in the process. One: Select this option to include only one hire date in the process. Enter the hire date in the Start field. Range: Select this option to include a range of hire dates in the process. The range begins with the hire date in the Start field and ends with the hire date in the End field.
Starting Hire Date	If your range selection is All, this field will be disabled, and all hire dates will be included in the process. If your range selection is One, enter, or click the calendar lookup to select, the hire date to be included in the process. If your range selection is Range, enter, or click the calendar lookup to select, the staring hire date.
Ending Hire Date	If your range selection is All, this field will be disabled, and all hire dates will be included in the process. If your range selection is One, this field will be disabled and only the starting hire date will be included in the process. If your range selection is Range, enter, or click the calendar lookup to select, the ending hire date.
Include Types	You may select the type of employee you wish to add or update deductions or contributions. The options are Regular, Part Time, and Temporary.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now includes information for the following new column and table:

• Set Group Limits by Date or Age and Date column on the DED_LMT_GRP table

• DED_LMT_DT_AGE table

 

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_cmnlib_cpcpr_005.zip

• cp82_dbc_820_11629_001.zip

• cp82_prmdgl_001.zip

• cp82_prpsded_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint MR 8.2.13 removed the Taxable Entity Totals under Gross Amount and Subject Amount in the Local Withholding Report. This update restores these totals and adds other essential taxable entity totals to the report.

 

Print Local Withholding Report (PRRLCWH)

The Local Withholding Report will now include the following taxable entity totals:

• Total Gross Amount Across Localities: This reflects the sum of gross amounts across all localities, including potential duplications for employees displaying in multiple localities.

• Total Unique Employee Gross Amount: This ensures that each employee's gross amount is counted only once, avoiding double counting across localities. If an employee has different gross amounts for multiple localities, only the highest applicable amount per employee is considered in this total. Some employees have different gross income amounts across localities, which could happen due to salary adjustments or hourly pay variations.

• Total Subject Amount Across Localities: This reflects the sum of subject wages across all localities, which may include duplicated amounts for employees taxed in multiple localities.

• Total Unique Employee Subject Amount: This ensures that each employee's subject wages amount is counted only once, avoiding double counting across localities. If an employee has different subject amounts for multiple localities, only the highest applicable amount per employee is considered in this total.

• Total Taxable Amount Across Localities: This reflects the sum of taxable wages across all localities, which may include duplicated amounts for employees taxed in multiple localities.

• Total Unique Employee Taxable Amount: This ensures that each employee's taxable wages amount is counted only once, avoiding double counting across localities. If an employee has different taxable amounts for multiple localities, only the highest applicable amount per employee is considered in this total.

• Total Excess Amount Across Localities: This is calculated as Total Subject Amount Across Localities - Total Taxable Amount Across Localities.

• Total Unique Employee Excess Amount: This is calculated as Total Unique Employee Subject Amount - Total Unique Employee Taxable Amount.

 

This enhancement requires the following:

• cp82_prrlcwh_002.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

Project Budgeting now provides the ability to batch update starting and ending dates on indirect projects, enabling you to quickly apply the same period-of-performance adjustment to multiple projects at once.

Note: This functionality is limited to Working status projects.

This change was applied to both versions of the mass update screen located under Controls and Utilities:

• Update Multiple Project Budgets/EACs

• Project Budget EAC/Mass Utilities

The header of both applications includes a new Project Type drop-down list that provides these options:

• All

• Direct Projects Only

• Indirect Projects Only

Before you can modify starting and ending dates, the following conditions are required:

• Budget Status is selected as Working.

• Project Type is selected as Indirect.

Both applications include new Start Date and End Date fields, but the location is different in each.

Application	Location of Start Date and End Date Fields
Update Multiple Project Budgets/EACs	The date fields display under Mass Update Process after you click Execute. Enter the date or click the Calendar icon to update the fields with the desired date. Note: After you select the records you want to update, click the Update Start/End Date button, located below the date fields.
Project Budget EAC/Mass Utilities	The date fields display under Mass Update after you select Update Start/End Date from the Process drop-down list. Enter the date or click the Calendar icon to update the fields with the desired date. Note: Use options under Selection Ranges to set the range of project IDs you want to update and then click the Gears icon to complete the process.

The Dashboard in Costpoint includes a new My Budgeted hours dashpart, which compares planned hours against charged hours, enabling employees to track their progress on active projects more accurately.

The dashpart includes the following columns:

• Project: This column displays the ID where the employee has budgeted hours, including IDs for assigned projects and other overhead categories such as PTO or holiday.

• Project Name: This column displays the name associated with the ID.

• Budget: This column displays hours budgeted for the next three periods, including the current one. Hours populate from the Planning Project Budget tables for budgets with a status of Final or Committed.

• Actual: This column displays the number of budgeted hours that have been posted. Hours populate from the Labor History tables.

• Pending: This column displays the total number of budgeted hours that are unposted (pending). This value populates from the Pending Report tables.

• Total: This column displays the total of the actual hours and the pending hours.

• Remain: This column displays the difference between the budgeted hours and the total hours.

To strengthen the security of table updates, a new Update Pending Report Tables application was added to Projects » Project Inquiry and Reporting » Report Processing.

Use this screen to update the following tables:

• PROJ_PEND_SUM

• PROJ_PEND_DETL

• PROJ_PEND_BURD_SUM

These tables were previously updated by selecting the Update Report Tables setting on the Complete Pending Charges Inquiry (Project Inquiry and Reporting » Project Reports/Inquires) screen.

While this setting is now removed and replaced by the new application, the screen otherwise retains all its former functionality. In addition, a new Report Style section enables toggling of the Pending Charges subtask between these views:

• Drill-down: Select this option to display lower-level details.

• Flat: Select this option to display top-level details only.

Note: A new application ID of PJQPEND was assigned to the Complete Pending Charges Inquiry screen, and its former ID (PJPPEND) was applied to the new application.

Except for the Pending Charges subtask, the new application largely includes the same fields and options as the inquiry screen. To update the tables, choose screen options and then use the Action menu.

Attention: To learn more about the new Update Pending Report Tables application, see the online Help.

The Maintain Special Org Reporting Rights (Org Budgeting » Controls and Utilities) screen was removed from Planning because its functionality overlapped with another screen.

Note: The underlying application ID (BNP_BAMMAO7) was also removed from Planning.

The functionality of the removed screen continues to be available from the Manage Security Org Rights screen, which is located under Administration » Administration Controls.

In the Projects Domain, the status of the Project Account Group (PAG) can now be set to active or inactive. To reflect this update in Planning, the following updates were applied.

• New Business Budgets: The Lookup for Account Group on the New Business Budgets Status screen only includes those PAGs that are active.

• Configurations Settings: The Lookup for the Project Account Group Code field on the Project tab only includes those PAGs that are active.

Attention: For more information on the ability to update the PAG status, see “Active Checkbox for Project Account Groups” in the Projects section of these release notes.

Project Budgeting now incorporates Generative AI (GenAI) through the use of the Smart Summary feature. Smart Summary displays as a button on these applications:

• Project Budgets/EACs

• Budget/EAC Status

After you click Smart Summary, GenAI creates a concise and easy-to-understand overview of key information related to the budgets or EACs of the selected project.

 

Smart Summary in Project Budgets/EACs

On the Project Budgets/EACs screen, use Smart Summary to view budget predictions to see if your project is on track to be completed over budget, under budget, or exactly as planned based on the current status.

For example:

 

Smart Summary in Budget/EAC Status

On the Budget/EAC Status screen, use Smart Summary to evaluate if the project's EACs are current or need updating based on data analysis.

For example:

Note: The Budget/EAC Status screen is located under Top Level (All Projects) Reports.

New Business Budgets now enables you to automatically distribute hours or amounts across multiple budgeting periods in a single step on Working status budgets.

Note: This same functionality was released earlier in Project Budgets/EACs.

To support this update, the Total column on the Hours subtask and the Amounts subtask is now editable, so you can enter hours or amounts directly within the field. After you tab out of the field, a new Distribute dialog box automatically displays.

The Distribute dialog box includes a Distribution Method drop-down list, where you can select from pre-defined spread methods activated by your System Administrator, or custom ones if available. After you select an option and click Distribute, the value that was entered in the Total column of the subtask is instantly distributed across all the available periods according to the selected method

Note: The Distribute dialog box displays a read-only Spread Points section. Values in that section populate from the Manage Distribution Spread Methods (Project Budgeting » Controls and Utilities) screen. For information about configuring spread methods, see online Help for that application.  

 

Predefined Distribution Methods

The predefined distribution methods in Costpoint Planning enable you to quickly allocate hours and amounts across the entire budgeting period per resource using industry-standard forecasting models.

Note: The distribution methods described in this section are available only if activated by your System Administrator. In addition, your version of Costpoint may include other custom methods.

The methods are selected from Distribution Method in the Distribute dialog box, which displays when you tab out of Total on the Hours or Amounts subtask in Project Budgets/EACs.

When you allocate hours or amounts using one of the predefined distribution methods, allocation percentages total 100%, regardless of the number of hours available per period or the method selected.

In the example below, each row totals 100%, even though the allocation percentages vary per period.

If the above example included more than 10 periods, the hours or amounts distributed to each period would be adjusted accordingly, but the underlying spread percentages would remain the same.

 

Evenly (Linear) Spread Method

The Evenly (linear) option is available when you are distributing hours or amounts. This method divides the value that you enter in Total by the total number of periods and then distributes the result equally across them.

For example, if the total is 1,000 and there are 12 periods, 83.33 is applied to each period.

 

Percent of Available Hours Spread Method

The Percent of Available Hours option is available only when you distribute hours.

With this method, the calculation per period is based on a percentage of the total number of working hours that are available for the entire period of performance (PoP).

For example, if the total number of working hours available in a 12-month POP is 2,072, and 176 of those are available in the first period, the percentage (176/2,072) for that period will be 8.4942.

If you distribute 1,000 hours, the first period will receive 84.942 hours after you click Distribute in the Distribute dialog box. For example:

 

Backload Distribution Method

The Backload distribution method allocates most of the cost toward the end of the budgeting period. The graph below illustrates this distribution method across 10 periods.

 

Bell Distribution Method

The Bell distribution method allocates minimal cost at the beginning and then gradually increases in the middle and tapers off at the end. The graph below illustrates this distribution method across 10 periods.

 

Double Peak Distribution Method

The Double Peak distribution method allocates most of the cost in two peaks, one near the beginning and one near the end. The graph below illustrates this distribution method across 10 periods.

 

Early Peak Distribution Method

The Early Peak distribution method allocates most of the cost at the beginning. The graph below illustrates this distribution method across 10 periods.

 

First Period Distribution Method

The First Period distribution method allocates all the cost to the first period. The graph below illustrates this distribution method across 10 periods.

 

Frontload Distribution Method

The Frontload distribution method allocates most of the cost at the beginning. The graph below illustrates this distribution method across 10 periods.

 

Last Period Distribution Method

The Last Period distribution method allocates all of the cost to the last period. The graph below illustrates this distribution method across 10 periods.

 

Late Peak Distribution Method

The Late Peak distribution method allocates most of the cost at the end. The graph below illustrates this distribution method across 10 periods.

The Current Forecast (Project Budgeting » Active Level Reports) report can now be run using either targeted or actual rates for both past or future periods. This enhancement allows the report to more closely mirror PSR results.

To accommodate the update, the screen includes two new sections:

• Historical Rates: In this section, select Actual or Target to run the report based on that rate for periods earlier than the current one. Details are reflected in the following columns:

• Bgt/EAC Total

• Bgt/EAC To Date

• Actuals Thru

• Prior Years

• Forecast Rates: In this section, select either Actual or Target to run the report based on that rate for the current period and future ones. Details are reflected in the following columns:

• Forecast Total

• Forecast Variance

• Cur FY Forecast

• Future Years

In Organization Budgeting, the Mass Upload Project Budgets to Organization Budgets screen (under Controls and Utilities) now provides the ability to combine uploads, making the process more efficient.

Previously, each upload was run from a different subtask, but now all budget data are combined in a single subtask, where you can select the type to upload and then complete processing as a single action.

The new method is enabled by default, but should you prefer the original functionality, the Organization tab of Configuration Settings now includes a Mass Upload Project Budgets to Organization Budgets – Upload Option setting that provides the following options:

• Combined Upload: This is the default option. Leave it selected to use the new method, where project budget data are combined in a single upload from the same subtask.

• Individual Upload: Select this option if you want to revert to the original method, where project budget data are uploaded separately from different subtasks.

 

New Upload Org Budget from Project Budgets Subtask

When Combined Upload is selected, the new Upload Org Budgets from Project Budgets subtask displays on the Mass Upload Project Budgets to Organization Budgets screen. For example:

In the above example image, three types of data (labor, non-labor, and revenue) display per budget. These align with the former functionality where separate subtasks existed per type.

Note: In Configuration Settings, if Org Budget Revenue Calculation is selected as Org Revenue Calculation (the Traditional Method of calculating Org revenue), only labor and non-labor values display.

When you open the subtask, rows valid for upload are selected by default. Clear the checkboxes for rows you do not want included and then click Upload to complete processing.

Note: If you clear one or more rows, validation warnings may display if an error occurs during processing.

After successful processing, a View Uploaded Labor child subtask becomes available, where you can review the data that was uploaded.

 

Labor Hours Updated to Display as Amounts

Another key enhancement is that the new subtask now displays labor as an amount instead of hours. In the image below, for example, the value enclosed in the red box for Non-Labor is a dollar value.

You can now use the Active checkbox in the Manage Billing User Groups application to control the visibility of billing user groups (BUG) during billing setup. When this checkbox is not selected, the BUG is excluded from the Billing User Group lookup field on the Manage Project Billing Information screen.

You can now use the Active checkbox in the Manage Project Account Groups application to control the visibility of project account groups (PAGs) during project setup. When this checkbox is not selected, the PAG is excluded from the Account Group lookup fields, ensuring that only active PAGs are available for selection without the need to rename the account group or deactivate associated accounts. 

The Account Group lookup is used in the following applications: 

• Configure Project Settings (PJMSETNG) 

• Create Projects from Templates (PJMQWBS) 

• Manage Alternate Project Revenue Profiles (PJMALTPJ) 

• Manage Project Account Group Mappings (PJMQPAG) 

• Manage Project Master Data from Templates (PJMQPROJ) 

• Manage Project Templates (PJMQTPLT) 

• Manage Project User Flow (PJMBASIC) 

Note: Clearing the Active checkbox does not delete or alter the PAG data. It only hides the PAG from the lookups. 

You can now run the Create Unbilled Analysis Report Tables (BLPUNBIL) and Update Project Status Report Table (PJPUPPSR) applications using parallel processing, enabling multiple users from different companies to submit and process jobs concurrently. 

Parallel processing is supported when the database is either not partitioned or partitioned by Fiscal Year, Period, Subperiod, and Company. However, if the database is partitioned without including the company ID, parallel processing across companies is not supported. In these cases, you must process jobs for one company at a time or update your database partitioning to include the company ID. 

Note: The ability for multiple users within the same company to run jobs concurrently will be available in a future Costpoint release. 

Note: For Costpoint Cloud, this feature is available as an opt-in and is enabled by default in the Costpoint 2025.3 release. You may choose to disable this feature if needed. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.

Costpoint now enables you to reverse previously posted progress payment (1443) bills without modifying the Project Account Group or manually repopulating data in Open Billing Detail. When you reverse a bill, Costpoint can create matching positive and negative cash receipt transactions to offset the original invoice in the Aged Accounts Receivable. The reversed transactions are also returned to the Open Billing Detail records, enabling you to recalculate and update the progress payment bill as necessary.

To support this feature, updates have been made to several Costpoint applications.

 

Calculate Progress Payment Bills (BLPPROGP)

The Calculate Progress Payment Bills screen now has three group boxes: Generate, Calculate Bills, and Reverse Bills. The new Generate group box lets you select between calculating or reversing bills, while the Reverse Bills group box provides the following fields:

• Assign New Invoice ID checkbox

• Create Net-Zero Receipt for old and new invoices checkbox

• Invoice ID

• Project ID

 

Manage Progress Payment Bills (BLMPROGP)

The Invoice Number and Status fields have been moved to the Billing Info group box on the Biling Details tab of the Manage Progress Payment Bills screen to enhance usability. The fields within this group box have been rearranged to accommodate the following new fields:

• Create Net-Zero Receipt for old and new invoices checkbox

• Invoice Type

• Original Invoice

In addition, the Status field now includes a new Reverse option.

 

Print Billing Register (BLRBREG)

When you print the Billing Register, the Original Invoice Number is included in the report for progress payment bills that have been reversed.

 

Print Progress Payment Bills (BLRPBIL)

When you print progress payment bills, negative amounts on the reversed bills print correctly and fit within the designated fields.

 

Post Progress Payment Bills (BLPPRO)

This application has been enhanced to support posting reversed progress payment bills and update related billing data accordingly. A new database table, PRG_PMT_SUBC_DETL_HS, has also been added to store computed values for Lines 14a–14d, as well as subcontractor progress and delivery invoice details for posted progress payment bills.

 

Manage Open Billing Detail (BLMOPEN)

When reversed progress payment bills are posted, records are correctly reinserted into Open Billing Detail. Transactions that were moved into progress payment subcontract vouchers are not reinserted into the Subcontractor Progress Payments table. To rebill these transactions, the Create Subcontractor Progress Payments function would need to be run.

 

Manage Project Bill Summary (BLMPBS)

When a progress payment bill is reversed and posted, the Billed Amount is updated accordingly on the Manage Project Bill Summary screen.

 

Manage Accounts Receivable History (ARMHIST)

When a progress payment bill is reversed, the transaction is posted correctly to the Accounts Receivable History.

 

Manage Closed Progress Billing Detail (BLMPCLOS)

The Invoice Number field has been moved into the Billing Info group box on the Biling Details tab of the Manage Closed Progress Billing Detail screen for improved usability. The fields within this group box have been rearranged to accommodate the following new fields:

• Create Net-Zero Receipt for old and new invoices checkbox

• Invoice Type

• Original Invoice

In addition, three new subtasks have been added to this application:

• Line 14a Detail

• Line 14b Detail

• Line 14d Detail

 

Manage Subcontractor Progress Payments (BLMSUBPP)

When reversed progress payment bills are posted, the Billed Amount field on the Manage Subcontractor Progress Payments screen is updated based on the reversal amounts.

 

Manage Cash Receipts (ARMCR)

When a progress payment bill is reversed, the application correctly creates a cash receipt and displays the associated invoice.

 

New Columns on Tables

As part of this enhancement, the following columns have been added to the database tables:

• CREATE_CASH_RECPT

• ORIG_INVC_ID

• S_BILL_TYPE

Affected database tables include:

• PRG_PMT_EDIT_HDR

• PRG_PMT_HDR_HS

The revenue formula is now included in the report header when you generate the Project Status Report (PSR) at the revenue level of the project. This enables you to view how revenue totals are calculated directly within the report.

Custom BI Security Permissions and BI Content Assets Added to BI Audit Package (Cloud Only)

The BI Audit Data package under Team Content » BI Audit has been updated to include columns necessary for reporting on all BI objects in Company Content and their permission settings. End users can only access records that match their logged-in tenant ID, ensuring that audit data remains secure.

BI Permissions and BI Asset Reports Added to the BI Audit Content (Cloud Only)

New BI Audit reports are now available to help streamline auditing and enhance visibility into BI asset management. One report lists all BI assets in Company Content along with their associated permissions, while the other provides a comprehensive list of all permission settings for BI assets in Company Content.

Improved Planning Model Performance

A new security view has been implemented to enhance the performance of the Planning model.

Enhanced Search and Select Prompts with v12 Functionality

Search and Select prompts now leverage Cognos Analytics version 12.0.4 functionality, offering improved usability and customization. Modern mode has been enabled to provide a streamlined interface, and prompt widths have been expanded for better visibility and ease of use.

Saved parameters in Generate Timesheets (Time » Time Utilities) can now be run as scheduled jobs, enabling you to process timesheets at more convenient times.

Attention: For information on creating scheduled jobs from saved parameters, see the online help for Manage Jobs in Costpoint (under Admin » Job Management).

When the job runs, records under Classes on the Generate Timesheets screen are now auto-selected based on whether settings in Timesheet Classes (Time » Time Controls) are configured as follows:

• Mode is selected as Standard.

• Generate Exception Based Timesheets is selected under Miscellaneous.

Note: Timesheet classes not configured as described above are excluded from the scheduled run.

Clicking Generate Summary Report under Print runs the Generate Process if it has not yet been run.

In addition, the Public checkbox that previously displayed in the header was removed, as the function was rendered obsolete by the new changes.

This section describes minor updates that were applied to various applications within Time & Expense.

 

Time

Several screens in the Time module were updated as described below.

 

Update to Interactive Emails

Interactive emails for timesheet approvals now indicate whether a timesheet was signed with warnings.

To reflect this, the Current Status section of the email displays one of the following:

• Signed

• Signed (with warnings)

The warnings themselves are not included in the message, but they can be viewed from the Sign Warnings column of the Timesheet table on the Manage/Approve Timesheets screen.

 

Include Missing Timesheets When Sending Sign Reminders

The Timesheet Reminder screen includes a new Include Missing Timesheets checkbox under Sign Timesheet, which enables you to include missing or empty timesheets when sending reminders.

Note: Timesheet Reminder is located under Time » Timesheet Report/Inquires.

Previously, empty or missing timesheets were not included when Sign reminders were sent. This update enables you to remind employees that the timesheet requires both completion and signing.

Note: These are non-interactive reminders, so users will need to open the timesheet in the software to complete it. This is true even if Send is selected as Interactive Email.

 

Update to Notifications for Missing Timesheet Reminders

On the Notification Text screen, a new Missing Timesheet Reminder option was added to the Reason drop-down menu, which displays when Timesheet: Reminders is selected from Source.

Note: The Notification Text screen is located under Configuration » General Controls.

The Default field displays the text that is included in the body of email reminders, which reads:

“This is a friendly reminder that your timesheet is currently incomplete. Please enter your time worked and sign your timesheet. Thank you.”

You cannot directly modify the default message, but you can replace it with a different one in the Custom field. If you choose to enter a custom message, the new custom text is implemented after you save.

 

Timesheet Classes Screen Updated with New Mobile Setting

A new Allow Increment Change in Mobile for Time In/Out checkbox was added under Mobile Options on the Timesheet Classes screen.

If you select the new configuration setting, a Mobile Hours Increment setting displays on the Settings screen in Mobile T&E, enabling Administrators of Mobile to set a different value for incrementing hours.

If you leave the new checkbox clear, the option in Mobile remains hidden, and the increment value selected from Hours Increment under Entry Options in Timesheet Classes is used instead.

 

Mass Correct Timesheet Screen Updated for Leave Entry Adjustments

The Mass Correct Timesheets (Time » Time Utilities) utility was updated so that when a single adjustment is used to update leave, the adjustment reflects the number of days involved.

For example:

• If an adjustment covers multiple days, the amount taken per day is recorded.

• If leave is updated to a different code, the old leave records are removed and replaced with leave taken records for the new code.

• If leave is changed to regular hours, the leave taken records are removed.

 

Expense

Several screens in the Expense module were updated as described below.

 

Character Limit of Rejection Reason Field in Expense Enhanced

The Rejection Reason field in several expense related applications was updated to allow up to 1,000 characters. This enhancement was applied to screens listed as follows:

Field	Description
Expense Reports	Quick Entry Expense Report Manage/Approve Expense Reports
Expense Authorizations	Quick Entry Expense Authorization Manage/Approve Expense Authorizations

 

Updates to Manage/Approve Expense Report Screen

The Manage/Approve Expense Report screen under Expense Reports was updated as described below.

 

Dynamic Display of Fields Based on Filter By Option

The screen header now dynamically updates to hide fields and options that are not applicable based on the option selected from Filter By.

For example, if Outstanding Tasks is selected, fields related to Status are hidden and vice versa.

 

Overall Approval Capability Added

When the selected row in the Expense Report table includes an Overall Approval task, the Approve and Reject buttons are now enabled if you also have approval rights.

 

Charge Type Search Enhanced in Expense Report

In the standard Expense Report, the Charge Lookup function was enhanced to ensure that search values are always cleared before the next search is performed.

This update safeguards against overwriting charge type data that is already loaded and likewise improves the precision of search results.

The Timesheet screen now includes the option to search for projects by PLC (Project Labor Category). The search results will include all projects linked to the selected PLC to which the user has access.

Note: Manufacturing orders (MOs) and work assignments are not included in search results.

This new option to search by PLC is similar to the current ability to search by project manager.

To reflect the expanded functionality, the Project Manager Lookup option on the More drop-down menu was renamed to Advanced Charge Lookup. The related dialog box was likewise renamed to the same.

The newly enhanced Advanced Charge Lookup dialog box now displays these tabs:

• Project Manager: This tab displays the original functionality for searching by project manager.

• PLC: This tab displays the new functionality for searching by PLC. Use the Lookup icon in the PLC field and then click Lookup to search for projects linked to the selected PLC. For example:

Both tabs now display a new Add to Timesheet button at the top of the Results table. This enables you to directly add one or more projects from the Results table directly to the timesheet. For example:

Selected projects are added to the timesheet as new rows with charge code details pre-populated.

The Quick Entry Expense Report screen (Expense » Expense Reports) was updated with new functions, including the ability to work in Offline Mode and automatic generation of error notices for administrators and the ability to work in Offline Mode.

 

Delete Draft or Void Quick Entry Expense Reports

You can use the Quick Entry Expense Report screen to delete expense reports that are in Draft or Void status. This functionality is available provided the Allow User to Delete Quick Entry Expense Reports in Void or Draft Status checkbox is selected in Expense Settings (Expense » Expense Controls).

When enabled, the enhanced Delete functionality is operative under the following conditions:

• Unsaved expense reports, where the expense report ID has not yet been assigned

• Quick Entry expense reports in Draft status (except when the report is correcting)

• Quick Entry expense reports in Void status

When you delete a Quick Entry expense report, any expenses you previously added from Unclaimed Expenses are unlinked and restored to the Unclaimed Expenses list. In addition, the Quick Expense Authorization is released (de-linked) from the deleted Quick Expense Report.

Upon deletion, Quick Entry expense reports are removed from the list of eligible reports under the Save and Save and Continue options.

When Allow User to Delete Quick Entry Expense Reports in Void or Draft Status is not selected, the Delete function affects only unsaved reports, where an expense report ID is not yet assigned. 

 

Application Titles Updated

The application titles for both Quick Entry applications were updated to include the words “Quick Entry” to better distinguish them from the standard versions.

 

Offline Mode Added 

Quick Entry Expense Report is now available in Offline Mode, with the following fields editable:

• Description

• Comments

• Expense Date

• Estimate

While in Offline Mode, updated entries in these fields are highlighted in orange. After you edit a field in Offline Mode, you can click that updated field to view both the new Offline Value and the Online Value. Provided that offline access for this application has been enabled by your administrator, the offline functionality works similarly to the standard Expense Report and other applications that are available in Offline Mode.

Attention: For more information, see Offline Mode in the online help.

This update was also applied to Quick Entry Expense Authorization.

Note: Not all functions are currently available in Offline Mode. These include:

• Approvals

• Expense Type lookup

• Project lookup

• ICR

• Per diem lookup

 

New Admin Alerts for Employee Expense Report Errors

This functionality generates email notifications that alert administrators to the existence of errors on their employees’ expense reports that the employees are unable to resolve, and which therefore prevent submission of the expense report.

The email contains the following auto–generated text: 

• Header: “Expense Report _______ER#________ Requires Administrator Attention.”

• Email Body - We have identified an issue during the submission of expense report __ER#___________ for ____Name____________ that needs to be corrected by an Administrator. "Show Error Message....." This e-mail message has been sent to ______ Admin e-mail__________________ for resolution. Expense Report was not submitted.

This functionality is enabled when the Administrator Email option is selected in Expense Settings. In the case of unresolvable employee expense report errors, email notifications are sent to their administrators with the submitter copied in the distribution.

Note: This update applies to the Quick Entry Expense Report only.

 

Charge Favorites Added to More Menu

Charge Favorites is now available on the Quick Entry Expense Report screen. You can access it from the More drop–down list.

 

Add to Favorites Button Now Available

The Add to Favorites button was added to the Split Expense dialog box for the Quick Entry Expense Report screen. Click this button to add a selected charge to your list of favorites. You can select more than one charge line to add two or several at a time.

Note:

• This will not save percentages or amounts.

• Add to Favorites is not currently enabled for Work Assignments.

This Costpoint release provides updates to the Timesheet and Work Schedule application’s user interface, focused on button text changes for improved clarity and the introduction of a new Leave Balances tab to provide you with direct access to your leave entitlements.

These updates are described in further detail below.

 

Timesheet User Interface Text Modifications

To make the Timesheet application (Time » Timesheets) more intuitive and user friendly, the following text modifications were implemented:

• The button previously labeled Add Line to Favorites was updated to Add to Favorites. This option enables you to easily copy selected timesheet lines into your personal list for quick access and reuse. 

• The button previously labeled Add Line was updated to New Line. This function enables you to add a blank line to your timesheet for new work or leave entries.

 

New Leave Balances Tab

The Timesheet (Time » Timesheets) screen includes a new Leave Balances tab. This is designed to give you an immediate overview of your current statuses.

This is positioned next to the Revision Explanation tab and is conditionally hidden if the Hide Leave Functions checkbox is selected in the Timesheet Class application.

 

Work Schedule Message Modification

The message on the Work Schedule application (Time » Timesheets) has been reworded for better clarity. It will now read: "This screen is used to review your work schedule by month.

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