This Costpoint release adds tax table records effective January 1, 2026, on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2026.

 

Colorado

The unemployment-taxable wage base increased from $27,200 to $30,600.

 

Delaware

The unemployment-taxable wage base increased from $12,500 to $14,500.

 

Illinois

The unemployment-taxable wage base increased from $13,916 to $14,250.

 

Iowa

The unemployment-taxable wage base decreased from $39,500 to $20,400.

 

Nevada

The unemployment-taxable wage base increased from $41,800 to $43,700.

 

New Jersey

The unemployment-taxable wage base increased from $43,300 to $44,800.

 

New York

The unemployment-taxable wage base increased from $12,800 to $13,000.

 

Washington

The unemployment-taxable wage base increased from $72,800 to $78,200.

 

Wyoming

The unemployment-taxable wage base increased from $32,400 to $33,800.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11856_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

 

This enhancement requires the following:

• cp82_bundle_cye2024_003.zip

• cp82_dbc_820_11727_001.zip

• cp82_hareeo1_004.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)

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11763_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The Maryland Employer Withholding Guide was updated following the Budget Reconciliation and Financing Act of 2025. The updates are:

• The standard deduction is now $3,350, replacing the previous 15% of gross income calculation with a minimum of $1,850 and a maximum of $2,800.

• Two new top withholding tax brackets have been added to the tax tables.

• A new rate bracket of 3.30% has been added.

• The withholding rate for Maryland resident employees who work in Delaware has increased from 3.20% to 3.30%.

• Dorchester County’s local tax rate for 2025 has been revised from 3.20% to 3.30%.

• Supplemental income tax rates have increased. For lump sum distribution of annual bonus, the withholding amount should be calculated at the highest State tax rate (6.50%) and the highest local tax rate for the county of residence.

Attention: For more information, see:

• https://www.marylandcomptroller.gov/content/dam/mdcomp/tax/instructions/withholding/2025/Withholding-Guide.pdf

• https://www.marylandcomptroller.gov/content/dam/mdcomp/tax/legal-publications/facts/Withholding-Tax-Facts-2025.pdf

In addition, this release adds a missing $225,000 row for the FREDERICK-MARRIED filing status in Maryland's tax table.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_dbc_820_11799_001.zip

• cp82_dbc_820_11805_001.zip

• cp82_bundle_CYE2024_003.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Ohio published the Employer Withholding Taxes: Optional Computer Formula, effective October 1, 2025. Updates include:

• The number of withholding brackets has been reduced from six to three.

• The new tax rates are 1.775%, 2.99%, and 3.64%, replacing the previous range of 0.501% to 3.8%.

Attention: For more information, see https://dam.assets.ohio.gov/image/upload/tax.ohio.gov/employer_withholding/2025%20Withholding%20Tables/WHT_OptionalComputerFormula_2025.pdf.

To support 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)

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11860_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)

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11763_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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 2025.4 features include the option to opt-in:

• PLAID Integration with Bank Statement Tables

• AI-Powered Journal Entry Approvals

• Set Recurring Reminders for Contract Deliverables

• New Contract Notes

• Automatically End Employee and Dependent Benefits Upon Termination

• Work Assignment Charge Line Validation Against Project Period of Performance

• Preferred Name Now Recognized in Time & Expense

•  Minor Enhancements to Quick Entry Expense

• Timesheet Supporting Documentation and Audit Information Enhancement

• New Time Clock Application

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.

Costpoint Command Center for Accountants

The Costpoint Command Center for Accountants is a modernized, role-specific dashboard designed to streamline the daily responsibilities of accountants in government contracting organizations. It consolidates financial insights, task management, and system navigation into a single interface, reducing the need to track activities across multiple screens or systems.

 

Key Functional Areas

• General Ledger tab: This tab displays recent journal entries, pending approvals, and visualizations of entries by type and status, helping accountants monitor bottlenecks and manage journal entry lifecycles.

• Closing Manager tab: This tab tracks month-end close tasks with real-time insights into task status, completion rates, and schedule alignment, supporting task filtering and actionable metrics.

 

Key Benefits

• Increased Efficiency: Centralizes actions and insights, reducing time spent navigating disparate modules

• Improved Visibility: Provides real-time, personalized data to manage workloads and deadlines effectively

• Faster Close Cycles: Enhances the accuracy and timeliness of month-end activities through proactive alerts and detailed tracking

• Better Decision-Making: Offers visual financial metrics and drill-downs for deep analysis and variance resolution. The Command Center transforms the Costpoint experience for accountants by delivering an actionable workspace that improves operational efficiency, accountability, and financial control.

New Billing Tab for Project Analysts

Project Analysts can now access critical billing information directly within the Billing tab of the Command Center for Project Analysts, addressing key areas such as:

• Accounts Receivable (Aged)

• Pending and issued invoices

• Unbilled Analysis (Aged)

• Unbilled Transactions (Aged)

In addition, exception details for missing billing setup information—such as methods and rates—are readily available. This streamlined access ensures analysts can efficiently manage billing-related tasks and identify discrepancies with greater accuracy.

Command Center Updates

Several updates were made to the Command Center for Project Analysts.

• Sorting by Variance in Exception Reports: Exception reports will now sort projects and resources based on variance after the number of exceptions. Projects and resources with higher variance—those that have charged more hours than planned—will display at the top of the list. This adjustment ensures that the most significant deviations are prioritized for review.

• Tooltip Added to Project Overview Side Panel: When you hover over the Project ID in the Project Overview side panel, a tooltip now displays "Launch PSR." This behavior mirrors the existing functionality on the Billing tab, where hovering over specific elements displays "Launch A/R Aging." This enhancement provides clearer guidance for accessing related features.

• Updated Link Style in Project Overview and Hours Analysis: Links in the Project Overview and Hours Analysis sections now include an underline to align with the updated style introduced on the Billing tab. This change ensures a consistent visual design across these areas, improving clarity and accessibility for users.

• Removal of Billable Flag Filter in Project Overview Queries: The Project Overview tab in the Command Center will no longer filter queries based on the Billable Flag at the top level. Instead, queries will continue to filter based on Active Flag and Project Classification. This change aligns the logic with the existing implementation on the Billing tab, ensuring consistency and addressing the unreliability of the Billable Flag as a top-level indicator.

• Word Wrap and Tooltips for Billing Tab Column Titles: Column titles on the Billing tab now support word wrap, enabling more of the text to be visible without truncation. In addition, hovering over a column title displays a tooltip with the full column name, ensuring that you can easily read and understand longer titles.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.4 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 approval functionality for Adjusting Journal Entries (AJE) that streamlines and enhances your AJE approval process by leveraging artificial intelligence.

Powered by Dela, Deltek’s digital assistant, this feature can seamlessly approve routine AJEs, recommend them 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 AJE approval process, you can significantly reduce processing time, minimize errors, and enhance financial oversight, leading to improved efficiency and cost savings.

 

Manage Journal Entries (GLMJE)

The Manage Journal Entries screen is now enhanced with an AI-powered automatic approval process for adjusting journal entries (AJE). When you enter and save new AJEs, Costpoint triggers Dela to analyze new AJE data against previously approved AJEs.

Dela then determines whether an AJE qualifies for automatic approval based on predefined parameters and the user's Approval Mode in Configure JE Dela User Settings:

• If the approval mode is Enforce, Dela automatically approves the AJE if it meets approval criteria and sends a notification to the approver through their Preferred Notification Method in Manage Users. 

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

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

Note: To utilize this feature, you must first configure the settings in Configure General Ledger Settings and Configure JE Dela User Settings.

 

Configure General Ledger Settings (GLMSETNG)

New fields have been added to the Approval Settings subtask of this screen to support the AI-powered adjusting journal entry approval feature.

• Allow Dela Approval: Select this checkbox to activate AI approval of an adjusting journal entry if it matches the approval criteria. This checkbox is enabled only if you selected Approval Required and can be enabled only for adjusting journal entries (AJE). 

• Dela Approval Confidence Level: Use this field to enter a confidence level setting for AI approval of AJEs. This enables 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 JE Dela User Settings (GLMSETU)

The new Configure JE Dela User Settings screen is now available in the Journal Entry Processing module. This screen enables you to easily add, configure, or remove user accounts authorized for AI-powered automatic AJE 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 AJE approval mode for the user account. The options are: Disable: Select this option to disable automatic AJE approvals for the user. Enforce: Select this option to activate automatic AJE approvals for the user. Recommend: Select this option to allow Dela to issue an approval recommendation to the user when an AJE matches the approval criteria.

 

Assign Journal Entry Approvers to Users (GLMSETA)

A new read-only field, Approval Mode, has been added to the Link Users subtask of this screen. This field displays the Adjusting Journal Entry (AJE) approval mode assigned to each user, as set up on the Configure JE Dela User Settings screen.

The Closing Manager feature, first introduced in Costpoint 2025.3, has evolved with powerful new capabilities that simplify and accelerate the financial closing process. Building on its foundation of customizable templates, clear task assignments, and deadline tracking, the latest enhancements include:

• Automated Closing Execution: Reduce manual effort with automatic initiation and completion of closing tasks.

• Prebuilt Jobs: Speed up the closing process with ready-to-use job configurations tailored for common closing scenarios.

• AI-Powered Assistance: Leverage artificial intelligence to access and manage closing plans, even without accessing any closing-related screen.

 

Auto Run Closing Plans (GLPAUTORUN)

The new Auto Run Closing Plans screen automates your period-end processes by identifying and executing qualified tasks without manual intervention. When you select a closing plan to automate, Costpoint validates if that plan is not marked as a template, nor is it marked as completed and closed.

If the plan is valid, Costpoint checks each task under that plan. Tasks are automatically submitted to the job queue when they meet all of the following criteria: 

• The task status is set to Ready.

• The task is assigned to a job.

• The Auto checkbox is selected.

The Auto Run Closing Plans screen has the following fields:

Field	Description
Parameter ID	Use this field to enter a parameter ID of up to 15 alphanumeric characters. When you save selections you made on the screen, the value in this field will be assigned as identification of those parameters.  Saved parameters are useful and necessary when you want to run the process repeatedly or as part of a batch job.
Description	Use this field to enter a description for the screen parameters.
Closing Plan Name	Use this field to enter or select the closing plan you want to automatically run.
Job Queue	Use this field to enter or select the job queue to which you want to submit the closing plan tasks.
Notify Me when Complete?	Select this checkbox to enable Costpoint to send an email notification when the process execution is completed.
Run Processes	Click this button to execute the closing plan.

 

Change Period Report Parameters Accounting (GLPARMS)

The new Change Period Report Parameters Accounting screen provides an easy and efficient approach in updating reporting parameters across your financial modules. 

You can modify the fiscal year, period, and subperiod for one or more of 23 reports, including general ledger, accounts payable, accounts receivable, and fixed assets, all at once. This eliminates the need to open each report screen individually to make changes.

Use this screen to update report parameters before executing your closing process to ensure your financial records are accurate, consistent, and up-to-date.

Attention: For more information on this screen, view the Change Period Report Parameters Accounting online help topic.

 

Dela Assistance

The Closing Manager feature now works directly with Dela, enabling you to access and manage closing plans, even without accessing any closing-related screen. 

Through Dela, you can get personalized closing plan information and use intelligent agents to create, modify, or assign closing tasks. 

If you configured Costpoint integration with Microsoft Teams, you can take full advantage of the Dela-assisted closing manager functionality directly within Teams, making your closing process even more efficient and accessible.

 

Manage Jobs (PMMPROC)

New prebuilt jobs for period closing have been added to the Manage Jobs screen, enabling you to execute closing tasks quickly and efficiently. 

This eliminates the need to manually create jobs, saving you time and reducing the risk of setup errors, and at the same time enables you to complete routine closing activities with fewer steps and greater consistency.

The new jobs include:

• Standard Fixed Asset Closing

• General Ledger Reporting Package

• Accounts Payable Voucher Posting

• Post Adjusting JE Entries

• Posting Pool Allocations

• Posting Cash Receipts

• Post Cash Disbursements 

 

Revenue Reconciliation Inquiry (GLQREVREC)

The new Revenue Reconciliation Inquiry screen enables you to view and compare general ledger revenue with project revenue for a selected period. It presents a side-by-side view of revenue totals from both sources, along with the variance, making it easier to identify discrepancies and reconcile financial records.

It also provides the capability to drill into general ledger transactions to see detailed entries contributing to project revenue, helping clarify which items have been posted and which remain in project tables. 

This visibility provides insight into your general ledger and project data, enabling you to execute necessary actions to ensure that your financial data is accurate and up-to-date before performing your closing process.

Attention: For more information on this screen, view the Revenue Reconciliation Inquiry online help topic.

This update introduces smarter logic for managing the USER_LOCK column in the OPEN_AP table when you use the Approve Checks application. Previously, the USER_LOCK column would remain populated with the application ID even after closing the screen. This caused vouchers to be excluded from the Edit Voucher Payment Status screen while still being included in the Open Accounts Payable report, requiring manual clearing of the USER_LOCK column through an SQL script.

With this enhancement, Costpoint now automatically clears lingering values in the USER_LOCK column, eliminating the need for manual intervention. 

To better support vendors with longer invoice formats and improve data accuracy, Costpoint is being enhanced to allow invoice numbers with up to 50 characters, significantly more than the previous 15-character limit. This update aims to prevent truncation and reduce errors caused by incomplete entries.

In Phase 1 of the rollout, the expanded field length is now available across several inquiry and reporting screens within the Accounting domain. These include:

• Accounts Payable Inquiries screens:

• View Check History Inquiry

• View Voucher History Inquiry

• View Vendor History Inquiry

• Accounts Payable Reports screens:

• Print Cash Requirements Report

• Print Prepayment Edit Report

• Print Check Register Report

• Print Duplicate Invoices

• Print EFT Pre-Transfer Edit Report

• Print Accounts Payable History Report

• Print Open Accounts Payable Report

• Print Voucher Edit Report

• Print Voucher Register Report

• General Ledger Inquiries screens:

• View Account Activity

• View General Ledger Activity

• View Tax Reporting Status by Tax Account

• View Tax Reporting Status by Transaction

• General Ledger Reports screens:

• Print General Ledger Detail Report

• Print Sales/Value Added Tax Report

However, entry screens for invoices, accounts payable (AP), and purchase order (PO) vouchers still retain the original 15-character limit. This phased approach ensures a smooth transition while maintaining compatibility with existing workflows.

You can now capture and track a vendor employee’s termination date in Costpoint. This new capability helps ensure better oversight of workforce-related elements and transactional activities that may be impacted by a vendor employee’s termination. It also enables you to manage dependencies and maintain data accuracy across processes related to a vendor employee’s status.

To support this feature, a Termination Date field has been added to the Manage Vendors and Manage Vendor Employees screens. This new field also displays on the Vendor Employee Detail report.

On the Configure Vendor Settings screen, the new Update Vendor Employee Workforce with Termination Date checkbox has been added. Use this checkbox to indicate if changes to a vendor employee’s termination date should automatically update their Ending Date in a workforce record. 

If you select this checkbox and the vendor employee is assigned to a workforce, you can only enter a termination date that is later than the workforce start date.

In addition, the Termination Date (VEND_EMPL_TERM_DATE) column has been added to the input file of the Import Vendor Employees screen to allow you to specify a vendor employee’s termination date when importing records. If you enter a value in this column, Costpoint automatically sets the vendor employee status to Inactive upon import. 

If the Update Vendor Employee Workforce with Termination Date checkbox is selected in Configure Vendor Settings, the vendor employee’s Ending Date in a workforce record will be updated after import.

This release introduces an update to the Manage Activities (CTMACTV) screen that improves scheduling efficiency and collaboration. When you click the Download Outlook (.ics) button on the main screen, Costpoint now includes all resources assigned to the activity in the downloaded iCalendar (.ics) file, provided these resources have an associated email address. This helps ensure timely communication and minimizes the chance of missed activities.

As with existing functionality, resources are linked to an activity through the Resources subtask. If a resource has an email address indicated on this subtask, it displays in the .ics file as a Required attendee using the full email address. After you download and open the .ics file, you can click Send or Send Update to forward the invite to all listed recipients.

Note: This enhancement applies only to the Download Outlook (.ics) button on the main screen. It does not apply to the same button found on the Tasks subtask.

The updated functionality is also available on all screens where the Activities subtask is embedded, including:

• Manage Leads and Contacts (CTMLEAD)

• Manage Opportunities (CTMOPP)

• Manage Contracts (CTMCNTR)

• Manage Subcontracts (CTMSBCNTR)

• Manage Contract Management Customer Info (CTMCUST)

• Manage Contract Management Vendor Info (CTMVEND)

 

Tasks Subtask Update

Validation has been added to the Tasks subtask, available on the Manage Activities screen and on the Activities subtask in other applications. If you enter multiple email addresses in the Additional Emails field without separating them with a semicolon, Costpoint now displays an error message when you save the record.

The updated Contract Closeout process in Costpoint introduces new capabilities that let you define custom questions, create tailored closeout formats for different contract types, and use built-in notifications to ensure all relevant information is captured and stakeholders are promptly informed. These enhancements help streamline closeout activities with greater precision and accountability.

The Manage Closeout Descriptions and Manage Closeout Formats screens have been updated to support closeout records for both contracts and subcontracts, making the process more centralized and consistent. The Contract Closeout tab in Manage Contracts has also been enhanced to accommodate multiple user-defined closeout formats.

The following sections detail the changes across all affected applications.

 

Manage Closeout Descriptions (CTMSCOD)

Renamed from Manage Subcontract Closeout Descriptions, this screen now reflects broader applicability. Validations have also been improved to prevent duplicate entries and ensure data integrity.

A new Application drop-down list lets you specify whether a format description applies to Contract, Subcontract, or Both (default). The selected value determines to which closeout formats the closeout description can be assigned. You can still edit this field even after the closeout format has been assigned to contract or subcontract records, and changes will not affect existing contracts or subcontracts.

Two new system-defined closeout codes have also been added:

• CODECN_00000001: Customer Requested Closeout

• CODECN_00000002: All Subcontracts Closed

 

Manage Closeout Formats (CTMSCOFRM)

Renamed from Manage Subcontract Closeout Formats, this screen includes the same Application drop-down list that allows you to select whether the closeout format will apply to Contract, Subcontract, or Both (default). The closeout descriptions that you can assign to a closeout format depend on the Application value selected in Manage Closeout Formats and Manage Closeout Descriptions:

• Application = Both in closeout format: Only closeout descriptions with Application set to Both in Manage Closeout Descriptions can be assigned to the closeout format.

• Application = Contract in closeout format: Closeout descriptions with Application set to Contract or Both in Manage Closeout Descriptions can be assigned to the closeout format.

• Application = Subcontract in closeout format: Closeout descriptions with Application set to Subcontract or Both in Manage Closeout Descriptions can be assigned to the closeout format.

Once a format is assigned to a contract or subcontract, the Application field becomes read-only.

Note: For records created before Costpoint 2025.4, the Application field defaults to Subcontract upon upgrade. You can change it to Contract or Both if the format has not yet been used in any contract or subcontract record.

Two Costpoint-defined closeout formats are now available on this screen: the existing SUB_CO_0001 (Subcontract Closeout Code 1) format and the newly added CNTR_CO_0001 (Contract Closeout 1) format.

The Assigned to Subcontract Closeout checkbox has been removed. The Assigned Subcontracts subtask, on the other hand, has been renamed to Assigned Records, now displaying both contract and subcontract records. Additional updates to the subtask include the following:

• The Contract ID field has been added.

• The Subcontract Name field has been relabeled to Name.

 

Manage Contracts (CTMCNTR)

The Contract Closeout tab now supports multiple closeout formats per contract. A new subtask, Closeout Details, enables format-specific task tracking, employee signoff, notifications, and final acceptance.

A new field, All Subcontracts Closed?, indicates whether all subcontracts linked to a contract have been marked as paid and closed. This status is determined by the selection of the Final Acceptance checkbox on the Subcontract Closeout tab in Manage Subcontracts for each associated subcontract. The field displays a hyperlinked Yes or No value. Clicking the link opens the Subcontracts subtask, where you can view the subcontract records tied to the contract.

The enhanced Contract Closeout tab enables you to:

• Assign one or more closeout formats to a contract. After you select a format, the closeout tasks or descriptions for the format will load on the Closeout Details subtask.

• Assign tasks to employees and add notes.

• Notify assigned employees via email with task details and contract links.

• View and update the last notified date. This information is automatically updated when you use the Notify functionality, provided that an email address has been linked to the employee ID. You can also manually change this date.

• Mark tasks as Completed (Yes, No, N/A) and specify completion dates.

• Record notes on classified materials, patents, government property, and other issues.

• Confirm task completion and contractor acceptance.

• Indicate the signoff date and employee responsible for the signoff. 

Note: Existing records on the Contract Closeout tab will be migrated to the new CNTR_CO table upon upgrade to Costpoint 2025.4. 

For clients importing data into Manage Contracts via web services (Web Interface Console or WIC), the old fields will be hidden in version 2025.4. Following this release, one quarterly cycle will be provided for clients to update their WIC configuration, removing the old fields and incorporating the new table and fields.

By Costpoint 2026.1, the old fields will be permanently deleted. This timeline ensures that clients have sufficient opportunity to make the necessary updates and avoid disruptions.

 

Manage Subcontracts (CTMSBCNTR)

This screen now uses the Application field to filter closeout formats, ensuring only applicable formats can be selected for subcontract records. Filtering is based on the Application value set in Manage Closeout Formats, aligning the subcontract closeout process with the new shared format structure and validation rules.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.4 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.

The Manage Contracts application now includes a dedicated Notes field under the new Notes tab, giving you enough space to capture detailed information for each contract. You can use it to document discussions, agreements, milestones, and other relevant details that may not fit into standard fields on the Manage Contracts screen.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.4 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.

The enhanced contract deliverable process introduces advanced capabilities for managing deliverable recurrence, tracking, and workflow. Users can now set up recurring reminders, assign deliverable owners, monitor statuses, and categorize deliverables, all within a streamlined workflow.

Key features include:

• Flexible recurrence options: daily, weekly, monthly, and yearly

• Automated email reminders sent to deliverable owners and additional recipients

• Status tracking and categorization for better visibility

• Integration with Outlook (.ics download) and job scheduling via Job Server

These enhancements help ensure timely completion of contract deliverables while keeping project teams aligned and informed.

To support this functionality, the Deliverables subtask in Manage Contracts has been upgraded with new fields and controls. It is now also available as a stand-alone application: Manage Contract Deliverables. In addition, two other new screens have been created: one for managing contract deliverable types and another for configuring email reminders for upcoming deliverables. 

 

Manage Contract Deliverable Types (CTMDELIVTYPE)

A dedicated screen is now available for defining and managing contract deliverable types. This new application supports both system-defined entries (such as Cost Report, Interim, and Technical Report) and user-defined types. 

Contract deliverable types can be used across related applications to ensure consistent classification and reporting.

To access this screen, use the Search bar to enter the application name or ID, or click Capture & Contracts » Contract Management Controls » Contracts/Subcontracts Controls » Manage Contract Deliverable Types.

 

Manage Contract Deliverables (CTMDELIV)

The new Manage Contract Deliverables application provides a centralized interface for handling all aspects of contract deliverables, including recurrence and reminder settings. With this screen, you can:

• Set up recurring deliverables and modify recurrence schedules.

• Configure reminder settings with flexible timing and frequency.

• Assign deliverable owners and additional email recipients.

• Track status and progress over time.

• Download reminders to Outlook (.ics format).

Recurring deliverables are grouped and managed together, making it easier to maintain visibility and control over repeated tasks. You can define recurrence settings using the Contract Deliverable Recurrence subtask within this screen. Keep in mind that recurrence setup requires an existing deliverable record. You must first save at least one deliverable record before you can configure a recurring schedule.

To open this new screen, use the Search bar to enter the application name or ID, or click Capture & Contracts » Contracts » Manage Contract Deliverables.

This application is also available as a subtask in Manage Contracts (Contract Info tab » Contract Deliverables subtask).

After configuring contract deliverables, make sure to run the Contract Notification Preprocessor screen (manually or via scheduled job) to send email notifications to designated recipients.

 

Manage Contracts (CTMCNTR)

The Contract Deliverables subtask has been updated to reflect the new layout and fields included in Manage Contract Deliverables. When you enable the feature flag for this feature, the enhanced subtask replaces the previous version, offering improved tracking and recurrence capabilities.

 

Contract Notification Preprocessor (CTPCNP)

This new preprocessor automates the delivery of email reminders for upcoming contract deliverables. Based on the reminder settings configured in Manage Contract Deliverables or Manage Contracts, Costpoint identifies deliverables that are due soon and sends notifications to assigned owners and additional contacts.

You can run this application manually or schedule it as a daily job using the Manage Jobs screen. This ensures that reminders are sent only when due, helping teams stay on top of deliverable deadlines without manual follow-up. 

Note: If you choose to schedule a recurring job, it should run only once per day to avoid duplicate notifications. For more information about running jobs, see the topics listed in Running Jobs for Print and Process Applications.

To access this screen, use the Search bar to enter the application name or ID, or click Capture & Contracts » Contract Management Controls » Contract Management Controls » Contract Notification Preprocessor.

Note: While reminder settings are configured in Manage Contract Deliverables or Manage Contracts, email notifications will not be sent automatically. To trigger the notifications, you must run the Contract Notification Preprocessor application, either manually or as a scheduled job.

Automatically save your application layout to your UI profile when you close the application, ensuring you never lose your preferred setup. To use this feature, select the new Save layout automatically on close option located in Layout Options on the Context menu. By default, this setting is off, giving you control over whether layouts are saved before closing the application.

Dela can be enabled for designated user groups, which enables administrators to test and evaluate the feature before a larger rollout. Access to Dela is managed on the Restrict to Specific Users/User Groups subtask on the Dela tab in Configure System Settings. Within this subtask, administrators can select users and user groups that are permitted to use Dela. By default, all users have access until specific users or groups are selected, after which access is limited to those specified.

Administrators can now assess user rights more efficiently with the updated Effective User Rights Report. The report includes new search parameters and sorting options, enabling you to filter and organize data by module and application instead of solely by company and user. This improvement reduces the time required to locate specific modules and applications, streamlining the process of managing user rights. 

A Full Screen option is available on the Action Bar in the new UI, enabling you to enter the browser full-screen mode. In this mode, only the interaction area is displayed, while the header and navigation menus are hidden. Moving your cursor to the edges of the screen will reveal these menus.

You can exit full-screen mode by clicking the Full Screen icon again or pressing ESC on your keyboard.

The Clone and Execute options on the Action Bar are displayed only when supported by the application. If these actions are not supported, they will not be displayed. When visible, Clone and Execute are enabled or disabled depending on the active Result Set. At application start, if there is no Result Set, the actions remain hidden until a compatible Result Set, such as a subtask, is loaded. Once displayed, these options stay visible on the Action Bar until the application is closed.

Messages, alerts, and notifications are now displayed at the top of your screen, making them more visible and accessible. You can quickly review and act on important updates without searching for them. 

You now can upload multiple files simultaneously by selecting or dragging and dropping them into the Files dialog box that displays when you click Files on the Context Menu. To reduce upload errors, you can click the What files are acceptable? link to view the supported file formats and size rules.

When you use the new Costpoint experience, you can quickly switch to the old Costpoint interface by opening the Screen Configuration panel at the top-right corner of Costpoint and clicking the Go back to the old Costpoint Experience? link. A banner displays the option to restart Costpoint in the old interface.

Upload documents such as contracts and receipts directly within the Ask Dela window for Dela to process. Dela can then initiate contract workflows or prepare expense reports based on the uploaded files. The files are available during the current session only.

The Welcome Screen now allows you to rename My Menu app groups and set navigation banners. By hovering the mouse pointer over a group name, you can access the Edit menu to change the group name or set a navigation banner. You can also open apps on new browser tabs directly from the Welcome Screen for easier multitasking—just right-click an app tile and select Open in New Tab.

These Phase 2 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
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."	View Inventory Transaction History (INQHSTPR)
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.	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Manage Cycle Count Schedule (INMCCSCH)  Enter Manufacturing Order Issues (INMMOISS)  (PCMMOISS)
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.	Manage Physical Counts (INMPCLST) Manage Actual Counts (INMPCACT) Create Physical Counts (INPPHYS) Enter Manufacturing Order Issues (PCMMOISS)/(INMMOISS) Manage Sales Order Inventory Issues (INMISSU1)/(OEMISSU1) Enter Miscellaneous Inventory Receipts (INMMSRC) View Items (INQINQ) View Items Part Inventory (INQPINV) View Inventory Transaction History (INQHSTPR) Print Inventory Transaction History (INRHSTPA) Manage Nonconformance (INMNONC) Print Nonconformance Documentation (INRNONC)
Execute Icon: When you click the Execute icon, the unauthorized parts in the details are displayed, but all other information aside from Part/Rev and Part Security are hidden.	View Items (INQINQ) View Part Inventory (INQPINV)
PART_SEC_LOG Table: These applications that insert records in PART_SEC_LOG table now display in View Part Data Security Audit Log (PDQPSLOG).	Reconcile Inventory Balances (INPRECON) Manage Physical Counts (INMPCLST) Manage Actual Counts (INMPCACT) Create Physical Counts (INPPHYS) Enter Manufacturing Order Issues (PCMMOISS)/(INMMOISS) Manage Sales Order Inventory Issues (INMISSU1)/(OEMISSU1) Enter Miscellaneous Inventory Receipts (INMMSRC) View Items (INQINQ) View Items Part Inventory (INQPINV) View Inventory Transaction History (INQHSTPR) Print Inventory Transaction History (INRHSTPA) Manage Nonconformance (INMNONC) Print Nonconformance Documentation (INRNONC)
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.	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Manage Cycle Count Schedules (INMCCSCH)  Manage Sales Order Inventory Issues (INMISSU1/OEMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC)  Manage Nonconformance (INMNONC)
Execute Icon: When you click the Execute icon, an error message will be displayed if the saved criteria is a part you are not authorized for.	View Inventory Transaction History (INQHSTPR)
Header Query: You can now query MO Issues, even if you are not authorized for the MO Build To Part; however, you will see the record as disabled and non-editable. You will not see any Work Center or Sequence Operation information in the header section. When you access the MO Issue Line Details CTW, it will be blank and display no records—even if you have authorization for the MO Components or requirements. If no records are displayed in the CTW, you will see the Total Issue Amount as "0."	Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)  Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Manage Sales Order Inventory Issues (INMISSU1/OEMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC)
Serial/Lot Setting is Unique By Parts: You can now access line details when you are authorized for the part/rev, and if the serial or lot settings are marked as Unique By Parts, you will be able to load only the serial or lot information linked to those parts or revisions in the CTW.	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Manage Sales Order Inventory Issues (INMISSU1/OEMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC)  Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)
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 Manufacturing Order Issues (INMMOISS/PCMMOISS)  Manage Sales Order Inventory Issues (INMMISSU1/OEMMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC)
Generate Schedule Button: When you use this button, you can generate a schedule even for unauthorized parts, but the Description, ABC Class, Schedule Sequence, and Count Created columns are left blank. The Schedule Date, Part, and Rev ID are displayed and cannot be edited.	Manage Cycle Count Schedules (INMCCSCH)
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. Fields for unauthorized parts are non-editable and left blank.	Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)  Manage Sales Order Inventory Issues (INMISSU1/OEMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC)  Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Manage Cycle Count Schedules (INMCCSCH)
Auto Count and Auto Reconcile Button: When you use Auto Count or Auto Reconcile, you can only create or process transactions for authorized parts and revisions; Costpoint does not count unauthorized or restricted items.	Manage Actual Counts (INMPCACT)
NC Serial Lot Subtask: Impacted Orders and Non-Conformance Line Details are left blank if you are not authorized for the part/rev.	Manage Nonconformance (INMNONC)
Line Details Subtasks: If you are an unauthorized user, you are restricted from accessing the Serial/Lot information, On-Hand Locations, Inventory Allocations, and Back Orders details for part/rev on the Line Details CTW.	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)  Manage Sales Order Inventory Issues (INMISSU1/OEMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC)
Clone Transactions Button: Unauthorized parts will be cloned with hidden/blank descriptions and other information, and the unauthorized parts cannot be displayed when you do a lookup.	Manage Physical Counts (INMPCLST)  Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)  Manage Sales Order Inventory Issues (INMISSU1/OEMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC)
Copy Header: You can copy the header details even if unauthorized for one or more part/rev in line details.  Note: You will have to manually delete the unauthorized part to successfully save the record.	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Manage Cycle Count Schedules (INMCCSCH)
Delete Transactions (Header): Transactions cannot be deleted if you are not authorized for at least one of the transfer details lines.	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Manage Cycle Count Schedules (INMCCSCH)  Manage Nonconformance (INMNONC)
Delete Line Details: You cannot delete line details with unauthorized parts.	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Manage Cycle Count Schedules (INMCCSCH)
Autoload Button: When you use the Autoload button, part IDs/revs unauthorized for your security group are excluded in Line Details CTW .	Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)  Manage Sales Order Inventory Issues (INMMISSU1/OEMMISSU1)
Reverse Transactions: You are restricted from reversing transactions with at least one transfer detail line that you are unauthorized for.	Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)  Manage Sales Order Inventory Issues (INMMISSU1/OEMMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC)
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 Physical Counts (INPPHYS)  Reconcile Inventory Balances (INPRECON)  Import Inventory Transactions (AOPINTRN)  Create Inventory Allocations (INPALLOC)  Update ABC Classifications (INPPCABC)  Create Physical Count Adjustments (INPPCDSC)  Print Shelf Life Report (INRSHFLF)
Preview Icon: When you click the Preview icon, the process will only display transactions authorized for your security group	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Create Physical Counts (INPPHYS)  Reconcile Inventory Balances (INPRECON)  Import Inventory Transactions (AOPINTRN)  Create Inventory Allocations (INPALLOC)  Update ABC Classifications (INPPCABC)  Create Physical Count Adjustments (INPPCDSC)  Print Stock Status Report (INRISTS)  Print Physical Count Sheets (INRPHYS)  Print Shelf Life Report (INRSHFLF)  Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)  Manage Sales Order Inventory Issues (INMMISSU1/OEMMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC)  Print Inventory Transaction History (INRHSTPA)  Manage Nonconformance (INMNONC)  Print Nonconformance Documentation (INRNONC)
Print Icon: Clicking the Print icon will display only authorized parts.	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Create Physical Counts (INPPHYS)  Reconcile Inventory Balances (INPRECON)  Create Inventory Allocations (INPALLOC)  Update ABC Classifications (INPPCABC)  Manage Sales Order Inventory Issues (INMMISSU1/OEMMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC) Print Inventory Transaction History (INRHSTPA)  Manage Nonconformance (INMNONC)  Print Nonconformance Documentation (INRNONC)
Preview/Print Icon: When you select the Preview or Print icon and you are unauthorized for the MO build part, no record will be displayed.	Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)
Report: When you generate a report, parts that are unauthorized for your security group will be excluded from the report.	Manage Physical Counts (INMPCLST)  Manage Actual Counts (INMPCACT)  Create Physical Counts (INPPHYS)  Reconcile Inventory Balances (INPRECON)  Create Inventory Allocations (INPALLOC)  Update ABC Classifications (INPPCABC)  Manage Sales Order Inventory Issues (INMMISSU1/OEMMISSU1)  Enter Miscellaneous Inventory Receipts (INMMSRC) Print Inventory Transaction History (INRHSTPA)  Manage Nonconformance (INMNONC)  Print Nonconformance Documentation (INRNONC)
Selection Ranges: Error messages will be displayed for unauthorized parts/revs when you enter One in Part/Rev Option. In addition, when you use the same Part/Rev Option and you click Process, Preview, or Print, Costpoint will not process records for unauthorized parts and will not be included in the report.	Create Physical Counts (INPPHYS)  Reconcile Inventory Balances (INPRECON)  Print Inventory Transaction History (INRHSTPA)  Print Nonconformance Document (INRNONC)
In Preprocessor Error Report: The application displays the unauthorized part/revs that were not processed and UNAUTHORIZED PART in the description.	Import Inventory Transactions (AOPINTRN)
Manufacturing Order Lookup: When you do a lookup for MOs with unauthorized Build Part/Rev for your security group, Costpoint displays an error message.	Create Inventory Allocations (INPALLOC)  Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)
Manufacturing Order Lookup: When you do a lookup for MOs and you are unauthorized for all components/requirements, Costpoint displays an error message.	Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)
Selection Ranges (MO): When the Manufacturing Order Option is set to One and you enter an MO where the build part is unauthorized for you, Costpoint displays an error message.	Create Inventory Allocations (INPALLOC)  Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)
Selection Ranges (MO): When the Manufacturing Order Option is set to One and you enter an MO linked to an unauthorized build part and then click Process, Preview, or Print, Costpoint will not process records for unauthorized parts.	Create Inventory Allocations (INPALLOC)
Sales Order Lookup: If you do not have authorization for any parts included in a sales order, the application will exclude these sales orders from your view.	Create Inventory Allocations (INPALLOC)  Manage Sales Order Inventory Issues (INMMISSU1/OEMMISSU1)
Selection Ranges (SO): When the Sales Order Option is set to One and you enter an SO where all parts are unauthorized for you, Costpoint displays an error message.	Create Inventory Allocations (INPALLOC)  Manage Sales Order Inventory Issues (INMMISSU1/OEMMISSU1)
Selection Ranges (SO): When the Sales Order Option is set to One and you enter an unauthorized part and then click Preview or Print, Costpoint will not process records for unauthorized parts.	Create Inventory Allocations (INPALLOC)
Purchase Order/Reservation Lookup: If you select One in the Purchase Order Option and enter a PO with entirely unauthorized parts, Costpoint displays an error message. And if you attempt to process, preview, or print a purchase order containing unauthorized parts, Costpoint skips those records during processing.	Create Inventory Allocations (INPALLOC)
Substitute Part Subtask: Costpoint now filters and will not display parts unauthorized for you.	Enter Manufacturing Order Issues (INMMOISS/PCMMOISS)  Manage Sales Order Inventory Issues (INMMISSU1/OEMMISSU1)
Saved Criteria: When you save a criterion and click the Execute icon and the part is unauthorized for you, Costpoint displays an error message. In addition, when you enter an unauthorized part of the screen, Costpoint displays an error message.	View Transaction History (INQHSTPR)

This feature adds a new Standard Purchase Requisition Workflow for Simple Purchase Requisitions so when you reject a requisition, the rejection workflow notification email will include a URL link to the originating transaction application where the requisition was created, either in Manage Purchase Requisitions or Manage Simple Purchase Requisitions.

Note: You will have to run Import Predefined Workflows (WFPTOOL1) to be able to query the new workflow model created for Manage Simple Purchase Requisitions (PPMQREQ).

This update applies to the following applications:

• Approve Purchase Requisitions (PPMRQAPX)

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

• Apply PO Info to Purchase Requisitions (PPMNTRQ2)

• Approve Purchase Requisition Lines (PPMRQAPL)

Costpoint Inventory now allows you to prevent changes to Serial/Lot tracking options when inventory exists, ensuring data remains consistent and accurate.

 

Manage Parts (PDMPART) and Manage Part Project Data (PDMPRJPD)

You can now only edit the serial/lot flags for Inventory Tracking when specific inventory conditions are met. These checkboxes will now be disabled if any of the following location quantities in the INVT table have a qty great than 0 (On Hold, On Hand, In Inspection, In Shipping, In MRB, RMA Received Qty, RMA Accepted Qty, or RMA Rejected Qty), or if there is a record of the part ID/Rev in the INVT_WHS_LOC_SR_LT table.

 

However, when the inventory is at zero, Costpoint enables the checkboxes. In this situation, you can freely edit and update the serial/lot tracking checkboxes as required. The same functionality exists for the these fields in the Project Requirements subtask but the fields will only be disabled if inventory exists for that part in that project. To avoid data discrepancies, the recommended process is to bring inventory down to zero before switching the flags and then add the inventory back into Costpoint with the new tracking method. 

Import Items (AOPITEM)

The following are the updates to the error messages encountered in AOPITEM.

Condition	Type	Message	Note
Part Line Layout (PRT)
LOT_REQD_FL /SERIAL_REQD_FL from N to Y in the input file and either of the following quantities is greater than 0—“On-Hold,” “On Hand,” “In Inspection,” “In Shipping,” “In MRB,” "RMA Received Qty," "RMA Accepted Qty," "RMA Rejected Qty" in the INVT table.	Error	Inventory exists for this part. Changing the serial/lot tracking is not allowed.	From Serial/Lot Tracked OFF to ON  WITHOUT project requirements
LOT_REQD_FL /SERIAL_REQD_FL from Y to N in the input file and there is at least one record of the part ID/Rev in the INVT_WHS_LOC_SR_LT table where INVT.PROJ_ID != PART_PROJ.PROJ_ID.	Error	Inventory exists for this part. Changing the serial/lot tracking is not allowed.	From Serial/Lot Tracked ON to OFF  WITHOUT project requirements
LOT_REQD_FL /SERIAL_REQD_FL from N to Y in the input file if there is a record in INVT_WHS_LOC_SR_LT where INVT.PROJ_ID = PART_PROJ.PROJ_ID.	Error	Inventory exists for this part. Changing the serial/lot tracking is not allowed.	From Serial/Lot Tracked ON to OFF  WITH project requirements
Part Project Line Layout (PPJ)
LOT_REQD_FL /SERIAL_REQD_FL from N to Y in the input file and either of the following quantities is greater than 0—“On-Hold,” “On Hand,” “In Inspection,” “In Shipping,” “In MRB,” "RMA Received Qty," "RMA Accepted Qty," "RMA Rejected Qty" in the INVT table  where INVT.PROJ_ID = PART_PROJ.PROJ_ID.	Error	Inventory exists for this part. Changing the serial/lot tracking is not allowed.
LOT_REQD_FL /SERIAL_REQD_FL  from Y to N in the input file if there is at least one record of the part ID/Rev in INVT_WHS_LOC_SR_LT table. Disable the Serial/Lot flags if possible INVT.PROJ_ID != PART_PROJ.PROJ_ID. where INVT.PROJ_ID = PART_PROJ.PROJ_ID.	Error	Inventory exists for this part. Changing the serial/lot tracking is not allowed.

Enhancements have been implemented to the Nonconformance Tracking feature across linked applications to promote consistency and functionality.

 

Enter Manufacturing Order Reliefs (PCMRELMO)

The following are enhancements to the Nonconformance subtask:

• For impacted NC orders, the primary NC record will also be visible within the subtask.

• An additional column has been incorporated to reflect whether an order is impacted (indicated by a check mark) or represents the main NC record (indicated by an unselected checkbox).

These updates are intended to streamline workflows and enhance clarity throughout Nonconformance Tracking in all linked applications.

 

Manage Purchase Order Receipts (RCMPORC)

Further improvements have been made to Nonconformance Tracking to increase visibility and ensure data synchronization.

• Costpoint now highlights both the Item ID and Item Revision of PO lines associated with active nonconformance records in the table view.

• Data synchronization issues have been addressed, and when the Item ID changes, a warning message will inform you if the linked nonconformance record is no longer valid or requires updating.

The following are updates to the Nonconformance subtask:

• For orders identified as impacted by nonconformance, the main nonconformance record is now displayed within the subtask.

• A new column has been added to specify whether an order is impacted; entries marked as the main nonconformance will display as unselected, while other impacted records will display as selected.

 

Manage Manufacturing Orders (PCMMOMNT)

Data synchronization issues have been addressed, and when the Item ID changes, a warning message will inform you if the linked nonconformance record is no longer valid or requires updating.

The following are updates to the Nonconformance subtask:

• For orders identified as impacted by nonconformance, the main nonconformance record is now displayed within the subtask.

• A new column has been added to specify whether an order is impacted; entries marked as the main nonconformance will display as unselected, while other impacted records will display as selected.

These updates are designed to optimize tracking processes and maintain accurate association between purchase orders and nonconformance records.

The same changes apply to Manage Sales Orders (OEMNTSO1).

 

Manage Nonconformance (INMNONC)

Data synchronization has been addressed; You can disable the order_ref_type, order_ref_id, release_no, and component_line_no fields after you create an NC record, ensuring the NC record combination stays intact even when you update related fields in PCMRELMO, PCMMOMNT, OEMNTSO1, or RCMPORC.

Two new fields have been added to the screen:

Field	Description
NC Close Date	This field displays the NC Close date.
Assigned To	Enter or select the name of the employee assigned to the nonconformance line.

In addition, you can now do a component line number lookup for manufacturing orders.

 

Print Nonconformance Documentation (INRNONC )

The following are the changes to the application:

• The Print Serial/Lot functionality has been added and enabled. 

• If only the Print Serial/Lot option is selected, Costpoint displays this error message: "You must also select Print Nonconformance or Print Impacted Orders." 

• A new field, NC Close Date, has been added to the NC Header. 

• A new field, Assign To, has been added to the NC Line.   

These updates are designed to optimize tracking processes and maintain accurate associations between purchase orders and nonconformance records.

This feature adds a Smart Summary button to the Manage Purchase Order screen for quick access to a consolidated view of key purchase order information. The button should be active only for existing, non-blank records, and display only available data; the button omits or marks unavailable items as Not Available.

This feature will include summaries for PO details, subcontracts, payments, reservations/issues, and late items.

Starting in the fourth quarter of 2025, Deltek will discontinue the Projects Billing EDI applications. You will notice that the Create EDI Invoice File screen in the Sales Order Entry module now relies on the newly relocated Configure EDI Settings (OEMEDIST) application, formerly known as Configure Billing EDI Settings (BLMEDIST). You can access this application within Sales Order Controls, where it features a new name and a new application ID, streamlining your workflow and ensuring uninterrupted EDI functionality.

You can now set controls on shipping transactions involving ITAR export-controlled parts, requiring an approval or verification process before shipment can proceed.

 

Configure Sales Order Entry Settings (OEMSET)

A new option, Allow Shipping of Unverified ITAR Export Controlled Transactions, has been added to indicate whether transactions that contain ITAR export-controlled parts should provide a warning or error message when being shipped outside of the United States and the shipment has not yet been verified for proper documentation and licensing. 

If the setting is set to Error, when you enter a sales order containing at least one ITAR export-controlled part on the SO lines or components that have not yet been verified or approved by the supervisor (indicated by Verified for International Shipment on the Manage Sales Order Supervisor Screen) and attempt to set the Ship Status to Shipped in Manage Shipping Transactions (OEMSHIP), Costpoint displays an error message.

If you select Warning from the drop-down list, you will receive a warning message when changing the shipment to shipped if the sales order contains ITAR export-controlled parts that haven't been verified or approved by the supervisor. If you set Allow Shipping of Unverified ITAR Export-Controlled Transactions to No Validation, you can proceed with shipments regardless of export control status and update the shipment status to Shipped.

 

Manage Sales Orders (OEMNTSO1)

Two new read-only fields have been added to the screen to indicate if an item is an ITAR export-controlled item and whether it has been verified for international shipment. If shipping of unverified ITAR export-controlled transactions is set to Error or Warning, banners will alert users when verification is required.

Field	Description
Verified for International Shipment	This checkbox is selected to indicate that the sales order with ITAR export-controlled item is allowed for shipment. This field is set on the Manage Sales Order Supervisor screen.
Export Control	This field displays export control applicable to the item/revision. The same field now displays on the Components subtask.

 

Manage Sales Order Supervisor Screen (OEMNTSO2)

Two new read-only fields have been added to the screen to indicate if an item is an ITAR export-controlled item and whether it has been verified for international shipment. If shipping of unverified ITAR export-controlled transactions is set to Error or Warning, banners will alert users when verification is required.

Field	Description
Verified for International Shipment (Header)	This checkbox is editable on this screen so the supervisor can indicate that the sales order with ITAR export-controlled item is allowed for shipment. When selected this checkbox is selected, the banner on the sales order will no longer display
Export Control (Sales Order Line Detail/ Issue subtask)	This field displays export control applicable to the item/revision. The same field is now displayed on the Components subtask.

In addition, a new Issues subtask has been added to this screen, similar to OEQSTAT. Use this subtask to view issue information related to the selected sales order line including issue dates, packing slip numbers, material handlers, and issue notes.

 

Manage Shipping Transactions (OEMSHIP)

A new Export Control field has been added on the Issue Detail subtask of this screen. 

Costpoint now references the new option added in the OE settings during the creation of shipping transactions and when you set the status to Shipped when the shipment contains an ITAR controlled part and is being shipped outside of the US. You can create and save shipping transactions with the status set to Pending/Hold for Shipment regardless of the new OE Settings flag, even if there is an ITAR export-controlled part/revision in the sales order line, and the Ship ID’s country code is not the USA.

If you set Allow Shipping of Unverified ITAR Export Controlled Transactions to Error or Warning, you must ensure the sales order is both approved and verified for shipment before creating a shipment or setting the status to Shipped. 

When the drop-down option is set to Error or Warning but the sales order has not been verified or approved for shipment, you can only set the shipping transaction’s status to Pending or Hold Shipment, and printing shipping labels or packing slips is not allowed. If you set the Ship Status to Shipped with the drop-down option set to Error and the order is not verified, Costpoint displays an error message, preventing you from saving the transaction or printing labels.

If the drop-down option is set to Warning and you set the status to Shipped without verifying the order, Costpoint displays a warning message. If you set the value to No Validation, you can create shipments and set the status to Shipped only if the sales order is approved. No error or warning messages will display, and you can print shipping labels or packing slips, following the existing process.

In addition, a new checkbox, Deliver To, has also been added to the screen to enable users to enter the department or the name of the individual receiving the delivery. 

 

Set Up Company (SYPCOMP)

Costpoint now copies the new OE setting when setting up a new company.

 

View Sales Order Status Information (OEQSTAT)

The Verified for International Shipment checkbox has been included in the selection requirements and query conditions for Sales Order Status Inquiry Details CTW, while a Deliver To field has also been added to the Order Details tab to display the department or the name of the individual receiving the delivery .

 

Print Shipping Labels (OERSHLAB)

Printing shipping labels or packing slips is blocked if international/export-controlled items are not verified or not marked as shipped when required.

When the Sales Order/Packing Slip Option is set to One, shipping labels and packing slips can be printed unless there are export-controlled items that are not verified. Warnings are displayed for unverified or unshipped export items, but printing is strictly blocked only when certain error conditions are met.

The same changes apply to the following screens:

• Print Packing Slips (OERPCKSL)

• Print DD250 Packing Slips (OER250PS)

• Print WA250 Packing Slips (OERW250P)

The latest release introduces an AI-powered feature that simplifies access to manager reporting information within Costpoint. This enhancement enables authorized users to quickly identify an employee’s manager or view the employees reporting to a specific manager while maintaining strict adherence to existing security and access controls. Designed for HR professionals and administrators, this feature eliminates the need for manual lookups and ensures that sensitive data remains protected.

Dela, your AI-powered digital assistant in Costpoint, is now integrated into the Manage Employee Information screen. It uses the same security rules as Costpoint, meaning users without access to this application or to specific employee records will not be able to retrieve manager details. Dela provides answers based on the most current system data and can also respond to historical queries if a date is specified. This ensures accuracy and flexibility for both current and past reporting structures.

Access to this feature is limited to users with permissions for the Manage Employee Information screen, and organizational security and company restrictions apply. This is enabled by default for these users, requiring no additional setup. However, users without access to the application cannot use the feature, and Dela will not return information for employees or managers outside the user’s permitted scope or for records that do not exist in the database.

By leveraging this feature, HR teams and administrators can resolve organizational questions faster, reduce the risk of unauthorized data exposure, and maintain compliance with company policies.

 

Manage Employee Information (LDMEINFO)

This update enhances the Manage Employee Information screen by allowing Dela to access manager reporting details. It improves efficiency for HR teams, enforces security, and ensures accurate, real-time data retrieval.

• Dela can now answer questions about the manager reporting structure.

• Authorized users can now ask Dela for the manager of any employee or for a list of employees reporting to a specific manager.

• The AI agent enforces all existing user rights, organizational security, and company boundaries, ensuring users see permitted information only.

• Dela provides answers based on the most current data as of the system date and can also respond to historical queries when a date is specified.

• Dela is now integrated directly into the Manage Employee Information screen for seamless access.

 

Ask Dela About Manager Reporting Structure

To ask about the manager reporting structure:

1. Open the Manage Employee Information screen.

2. Click Ask Dela and enter questions such as:

• “Who is [Employee Name or ID]’s manager?”

• “Who reports to [Manager Name or ID]?”

Note: Dela will provide answers only if you have the necessary permissions.

 

Example questions you can ask Dela:

• “Who is Q003’s manager?”

• “Who reports to Mariana Stephenson?”

• “What are the IDs for Theodore Beemer’s employees?”

If you attempt to access information you are not authorized to view, Dela will notify you that you do not have permission.

The employee offboarding functionality in Costpoint now lets you automatically end employee and dependent coverage for eligible benefits when you run offboarding. You can configure how coverage end dates are derived (for example, on the termination date, day after, end of month, end of year), and the process updates employee and dependent elections accordingly. It also adds controls to handle future-dated elections, cancel pending Evidence of Insurability (EOI) records that haven’t been uploaded, and clear pending ESS open enrollment or life events. These changes streamline offboarding and reduce manual cleanup while preserving audit detail.

By default, nothing is offboarded until you:

1. Enable offboarding for a benefit plan on the Manage Benefit Plans screen and choose an end date method.

2. Enable offboarding behaviors on the Manage Offboard Configurations screen.

The Offboard Employees screen applies your configuration at run time. Pending EOI records are cancelled only if they have not been uploaded. Future benefit elections will either trigger a warning message or be deleted based on your configuration. ESS open enrollment and life event elections that have already been activated are never removed from the ESS tables. Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) are out of scope for this enhancement.

 

Manage Benefit Plans (HBMBPSET)

Use the new Offboarding Rules and reorganized tabs to mark plans as eligible for offboarding and define how to derive coverage end dates so the Offboard Employees process can end coverage accurately for terminated workers and their dependents.

• A new Offboarding Rules tab lets you select the Update Employee and Dependent election end dates during offboard processing checkbox and choose an End Date Method drop-down list option:

• On termination date Day after termination date

• End of termination month

• End of termination year

• End of pay period containing termination date

• Not applicable

• Multiple tabs and fields were renamed and updated. The layout of the screen was reorganized for clarity. New group boxes were also added for this purpose. The notable changes are:

• The Coverage Option Details subtask name has been updated to “Coverage Options.”

• The Disability exclusion checkbox from the Benefit Plan Details tab is now on the Eligibility Rules tab.

• The Copayments/Deductibles subtask link from the Coverage Detail subtask is now on the main screen.

• The fields on the Coverage Detail subtask were moved to the new Coverage and Premium Rules tab.

• The existing Valid Postal Codes subtask was renamed to “Eligible Postal Codes.”

• The existing Valid States subtask was renamed to “Eligible States.”

• The following columns were added on the HB_BEN_PLAN_HDR table to store settings for the new Offboarding Information tab:

• OFFBOARD_INCLUDE_FL

• OFFBOARD_END_DT_MTHD_CD

 

Manage Offboard Configurations (EMMOFFBOARD)

A new Benefits tab lets you perform the following when you run the offboarding process:

• Enable benefit offboarding

• Decide how to treat future dated elections

• Cancel pending EOI records

• Clear pending ESS open enrollment or life events when you offboard

This tab includes the following fields:

Field	Description
End Employee and Dependent coverage for eligible benefit plans	Select this checkbox if the Offboard Employees process should assign a coverage end date to terminated employees and dependents for any benefit plan that is eligible for offboarding. To indicate that a benefit plan is eligible for offboarding, select the Update Employee and Dependent election end dates during offboard processing checkbox on the Offboarding Rules tab on the Manage Benefit Plans screen. On that tab, you will also be able to specify the method that will be used to determine the coverage end date for the terminated employee and/or dependent. When the Offboard Employes process is run, the coverage end date will be set for the selected terminated employees. The benefit plan will only be offboarded for the terminated employee if the End Employee and dependent coverage for eligible benefit plans checkbox is selected for the Offboard Configuration you use during the offboarding process.
Future Benefit Elections	Use this setting to specify how future-dated benefit elections should be handled when the offboarding process is run. Future-dated elections are elections with a start date that’s greater than the employee’s termination date. This can happen if the employee has already elected benefits for the next year via open enrollment, but their employment is terminated prior to the start of the new year. The options provided will determine how the Offboard Employees process will handle future benefit elections. The options are: Warning message only: Select this option to include a warning message on the Offboard Employees application’s Error/Warning Report if a future-dated election is found for the employee being terminated. If you opt to continue processing after receiving a warning message, the future-dated election will not be deleted. Delete future benefit elections: Select this option to include a warning message on the Offboard Employees application’s Error/Warning Report if a future-dated election is found for the employee being terminated. If you opt to continue processing after receiving a warning message, the future-dated election will be deleted. Not applicable: This is the default option if the End Employee and Dependent coverage for eligible benefit plans checkbox is not selected. This setting will only be available if the End Employee and Dependent coverage for eligible benefit plans checkbox is selected.
Cancel pending Evidence of Insurability (EOI) records	Select this checkbox if the Offboard Employees process should cancel any records on the Manage Employee Evidence of Insurability (EOI) screen where the EOI record has not yet been uploaded (the Benefit Election Uploaded checkbox is not selected). The Process Employee EOI Benefit Elections will ignore any canceled EOI records.
Clear pending ESS benefits open enrollment	Select this checkbox if a terminated employee’s pending ESS benefit enrollment options and unprocessed elections should be deleted when the Offboard Employees process is run. ESS open enrollment elections that have already been activated are never removed from the ESS tables. This field will be available only if you are licensed for ESS.
Clear pending ESS life events	Select this checkbox if a terminated employee’s pending ESS life events and unprocessed elections should be deleted when the Offboard Employees process is run. . This field will be available only if you are licensed for ESS.

 

Offboard Employees (EMPOFFBOARD)

The process applies your configuration and plan rules to calculate coverage end dates, update elections, cancel pending EOI records, and optionally clear pending ESS open enrollment or life events. It also adds validations and terminology updates for personal email.

• For each eligible plan, the process calculates the end date from the plan’s End Date Method and updates the employee’s coverage end date only if the calculated date is earlier than the current end date. Coverage for dependents on the same plan are ended with the same logic.

• Pending EOI records (not uploaded) are cancelled; pending ESS open enrollment or life events are cleared if configured. Records that are active as of the processing date are left intact.

• The email wording is standardized to Personal Email Address, and preprocessing requires a personal email when an employee is eligible or conditionally eligible for rehire.

• Future dated benefit elections are processed based on the rules set up on the Manage Benefit Plans screen.

 

Manage Employee Benefit Elections (HBMEBELC)

You can see offboarding audit details on each election and take advantage of clearer, standardized labels for coverage dates and estimated premiums.

• New Offboarding Information fields are available on the Benefit Elections table:

Field	Description
Offboard Configuration	When the Offboard Employees process is executed for an employee and an end date is assigned to the benefit coverage, this field will be populated with the Offboard Configuration used during that process. This field is for informational purposes only.
Offboard Date	When the Offboard Employees process is executed for an employee and an end date is assigned to the benefit coverage, this field will be populated with the date the offboarding was processed. This field is for informational purposes only.
Offboarded by (User)	When the Offboard Employees process is executed for an employee and an end date is assigned to the benefit coverage, this field will be populated with the ID of the user that ran the offboarding process. This field is for informational purposes only.

• Labels are standardized: Coverage Start Date, Coverage End Date. And estimated monthly premium fields for employee, company, and total. EOI fields are consolidated into the Benefit Election tab.

The following database columns were added to the HB_EMPL_PKG_ELEC table:

• OFFBOARD_CONFIG_ID

• OFFBOARD_DT

• OFFBOARDED_BY

 

Assign Dependents to Benefit Plans (HBMADEP)

Dependent elections now display offboarding indicators so you can confirm dependent coverage end dates were set during offboarding. The following information-only fields were added:

• Offboard Configuration

• Offboard Date

• Offboarded by (user).

 

Manage Employee Evidence of Insurability (EOI) (EMMEEOI)

You can now view which Evidence of Insurability (EOI) records were canceled during the Offboarding process. The system cancels EOI records that have the following EOI status:

• Not Required: Requests marked as not required and not uploaded

• Required: Requests pending submission and not uploaded

• Approved: Requests that were submitted and approved but not uploaded

• Denied: Requests that were submitted and denied but not uploaded

Note: EOI requests may be canceled even if their status is Not Required, Approved, or Denied. This ensures that Substitution Rules are respected and prevents unnecessary uploads.

The following have been added to the Process Status group box to support visibility into EOI records canceled through the Offboarding process:

Field	Description
Cancelled via Offboarding	If the EOI record is canceled by the Offboard Employees process, this checkbox will be automatically selected. An EOI record will be cancelled if: The employee is selected for termination in the Offboard Employees process. The employee has an EOI record where the Benefit Election Uploaded checkbox is not selected (HB_EMPL_EOI.uploaded_fl = ‘N’). If this checkbox is selected, the Process Employee EOI Benefit Elections will not select the EOI record for processing.
Offboard Configuration	When the Offboard Employees process is executed for an employee and the EOI record is canceled, this field will be populated with the Offboard Configuration used during that process. This field is for informational purposes only.
Offboard Date	This field indicates the date on which the employee’s termination was processed and the EOI record was cancelled through the Offboard Employees application.
Offboarded by (User)	When the Offboard Employees process is executed for an employee and an EOI request is canceled, this field will be populated with ID of the user that ran the offboarding process. This field is for informational purposes only.

For improved clarity, the Coverage Option Substituted because of EOI Status = Denied or Required checkbox label was updated to Coverage substituted due to EOI being denied or required.

 

Process Employee EOI Benefit Elections (EMPEEOI)

The process now excludes EOI records marked Cancelled via Offboarding. For improved clarity, the Through Effective Date label has been changed to Through Start Date.

 

Manage Employee Information (LDMEINFO)

Multiple field labels on the Timesheet Defaults and Addresses tab were updated in both Form and Table views. The layout of the screen was reorganized for clarity. The notable changes are:

• The Home Email label is now Personal Email.

• Related table headers use the term “Email” consistently.

 

Manage Change Requests (HTMCHANGES)

The Home Email label is now Personal Email (also reflected in the Activate Pending Change Requests report).

 

Import Employee Data screen (AOPUTLEL)

The report field labels now use Work Email Address and Personal Email Address; the changes also apply to the errors/warnings report.

 

Activate Pending Benefit Elections screen (AOPESSUE)

When generating new pending EOI records, the app populates CANCELLED_EOI_FL with N to align with offboarding behavior.

In this release, Costpoint introduces a critical enhancement for leave accrual tracking. The Compute Leave Accruals process now generates and stores separate records for accruals and year-end adjustments. Previously, these amounts were combined, making it difficult for HR administrators to distinguish between regular accruals and adjustments due to year-end balance ceilings. This change improves transparency and compliance, especially for organizations subject to regulatory requirements such as California Paid Sick Leave.

This enhancement primarily integrates with the following screens:

• Compute Leave Accruals

• Manage Employee Leave

• Manage Leave Edit Table

• Post Leave Accruals

• Print Leave Edit Report

 

Compute Leave Accruals (LDPCLHF)

The Compute Leave Accruals screen now generates separate records for accruals and year-end adjustments, providing clearer audit trails and compliance with annual accrual limits.

• The screen now generates separate YRCEILADJUST and ACCRUAL records on the Leave Edit table, rather than combining them. If the leave type is set up to apply the year-end balance limit on an employee’s anniversary date, YRCEILADJUST records are used to transfer excess leave if the balance exceeds the limit. Previously, these adjustments were merged with the period’s accrual and recorded as a single ACCRUAL entry.

• If an adjustment is made at the end of an employee’s anniversary year due to exceeding the year-end balance limit, the application automatically populates the adjustment record on the Manage Leave Edit Table with the following details:

• Record Type: YRCEILADJUST.

• Transaction Description: LVYR Excess Lv Adj.

• The Compute Leave Accruals Report has been updated to include a Record Type column for improved clarity.

• The report now displays Leave Type, Leave Code, and Record Type on separate lines to ensure all details are visible.

 

Manage Leave Edit Table screen (LDMLEDIT)

The Manage Leave Edit Table screen now supports visibility of the new YRCEILADJUST record type but prevents manual entry of these adjustments.

• The Record Type drop-down list now includes YRCEILADJUST for query purposes, allowing users to view but not manually add these records. This record type is used to indicate the transaction resulting from an adjustment to the employee’s year-end balance due to the balance being greater than the year-end balance limit.

• A validation prevents users from manually entering YRCEILADJUST records, ensuring these are system-generated only.

• The primary key for the table now includes Record Type, which allows both adjustment and accrual records for the same employee and leave type.

• Error messaging has been improved to clearly indicate when duplicate records or invalid selections are attempted.

 

Print Leave Edit Report(LDRLEDIT)

The Print Leave Edit Report screen now accommodates the new record type and improved reporting structure.

• The report output now includes Record Type, making it easier to distinguish between accruals and adjustments.

• The reporting logic has been enhanced to support the new primary key structure, ensuring all relevant records are displayed.

 

Post Leave Accruals (LDPLHF)

The Post Leave Accruals screen now supports posting both YRCEILADJUST and ACCRUAL records in the same period, ensuring accurate updates to leave history and the general ledger.

• The screen now allows posting of both adjustment and accrual records for the same employee, leave type, and period without conflict, using Record Type as part of the unique key.

• The posting logic has been improved to handle simultaneous posting of both record types without errors.

 

Manage Employee Leave (LDMELV)/Manage Employee Information LDMEINFO)

The Manage Employee Leave and Manage Employee Information screens continue to calculate anniversary year accruals using only ACCRUAL records, excluding adjustments and other record types.

The screens continue to exclude records with the following record types from accrual calculations, improving accuracy for compliance with annual accrual limits:

• ADJUST

• DEFER

• LOST

• PAYOUT

• YRCEILADJUST

 

This feature requires the following:

• cp82_dbc_820_11803_001.zip

• cp82_dbc_820_11806_001.zip

• cp82_ldmledit_002.zip

• cp82_ldpclhf_002.zip

• cp82_ldplhf_001.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

In preparation for expansion of the Pay Type Code field from 3 to 15 characters in QR 2026.2, a number of applications have been updated. In 2026.2, you will be able to define longer, more descriptive pay type codes.

The following screens were updated to support this enhancement:

• Allocate Compensated Overtime Across Timesheet Lines (LDPALLOC)

• Apply Timesheet Adjustments in Batch Mode (LDPAUTO)

• Compute Payroll (PRPCPR)

• Create Employee Allowance Timesheet Lines (LDPADD)

• Create Quarterly SUTA Tax File (PRPSMM)

• Manage Employee Earnings History (PRMERF)

• Manage Employee Project Timesheet Defaults (LDMEPD)

• Manage Employee Proj-Acct-Group Timesheet Defaults (LDMEAD)

• Manage Labor-Group Proj-Acct-Group Timesheet Defaults (LDMLAD)

• Manage Pay Type Taxability (PRMPAYTT)

• Manage Payroll Records (PRMPTF)

• Manage Project Timesheet Defaults (LDMPD)

• Post Payroll Journal (PRPPPCLS)

• Print COVID Paycheck Protection Program Report (PRPCOVIDPPP)

• Print Data Dictionary Report (SYRDD)

• Print Employee Basic Report (LDREMPL)

• Print Paychecks (PRPPCHK)

• Print Payment Advices (PRPPPAF)

• Print Timesheet History Report (LDRTHFR)

• View Employee Earnings (PRQERF)

• View Employee Information (PRQEINFO)

• View Employee Labor Inquiry (LDQLABOR)

• View Garnishments (PRQEGARN)

• View Payroll Edit Table (PRQPTF)

• View Timesheet History Inquiry (LDQTHF)

• Void/Replace Posted Paychecks (PRPAVCK)

This enhancement updates the Export Data to Deltek Time and Expense process to include the Preferred Name field for employees when transferring data. With this change, the Preferred Name is now included as Field 34 in the employee export file. For vendor employees (subcontractors), the exported data sends a null value for the Preferred Name field.

This enhancement requires the following:

• cp82_dbc_820_11726_001.zip

• cp82_ldpdtc_003.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

This release introduces a critical update to the Manage Timesheets screen, specifically addressing how timestamps are recorded during timesheet saves. Previously, the screen only captured the date when saving timesheets. With this enhancement, both date and time are now recorded when a timesheet is saved.

 

Timestamp and Entry Date Updates in Database Tables

• TS_HDR.entry_dt: Now includes both date and time when a new timesheet record is saved

• TS_HDR.time_stamp: Updated to include date and time for both new and queried records

• TS_LN.time_stamp: Includes full timestamp on save

• TS_LN_MO.time_stamp and TS_LN_SO.time_stamp: Updated to capture full timestamp if applicable

These changes align Manage Timesheets with the following screens, ensuring consistency in audit trails and data accuracy:

• Import Timesheets (AOPUTLTS)

• Import Timesheets from Deltek Time and Expense (LDPUPET)

• Manage Correcting Timesheets (LDMCTIME)

This enhancement updates multiple screens in the People domain to support the Active checkbox on the Manage Project Account Groups screen. When the Active checkbox is not selected, the corresponding project account group (PAG) is excluded from Account Group lookup fields on affected screens. This change helps ensure that only active PAGs are available for selection, streamlining data entry and reducing errors.

The following screens were updated to support this feature:

• Manage Employee Proj-Acct Acct-Group Timesheet Defaults (LDMEAD)

• Manage Labor-Group Proj-Acct-Group Timesheet Defaults (LDMLAD)

• Manage Overtime Premium Recast Charge Codes (LDMOTP)

To provide a cleaner and more relevant configuration experience, the Auto Plug Calculation drop-down option was removed from the Projects tab of Configuration Settings.

This setting controlled whether the automatic plug calculation for Org Revenue Budgets was enabled or disabled. If it was set to On, and you were using the traditional method for calculating org revenue, the difference between project and org budgets was automatically calculated for committed budgets.

The results of the auto-calculation populated the Plug Project Review report. Those earlier results are still retained but now display if you run the report with Report Type set to Plug Project Calculation.

Note: Plug Project Review is located under Organization Budgeting » Plug Processing and Reports.

To improve forecasting accuracy of remaining work and resources, the Current Forecast Report includes a new ETC column, which displays at the end of the Details section after the last period column.

Note: The report is located under Project Budgeting » Active Level Reports.

Since ETC is the projected cost to finish remaining work, the new column calculates this value by summing budget and EAC amounts for all periods, starting from the date in Selected Forecast Date. The calculation may vary based on whether Report Type is set to Budget or EAC.

Note: The amounts used in the calculation are based on the final version of the budget.

Project Budgeting now supports batch updating of version codes across multiple projects, enabling you to efficiently apply the same version code to several projects at once.

This enhancement has been implemented in both versions of the mass update screens located under Controls and Utilities:

• Update Multiple Project Budgets/EACs

• Project Budget EAC/Mass Utilities

While both applications include the new functionality, implementation varies between two interfaces.

Application	Location of Version Code Fields
Update Multiple Project Budgets/EACs	A Version Code button displays under Mass Update Process. Note: After you select the project you want to update, click the Version Code button.
Project Budget EAC/Mass Utilities	An Update Version Code option displays on the Process drop-down list, located under Mass Update. Note: After you select the project or projects you want to update, click the gears icon to complete the process.

In Project Budgets/EACs, a new Recalc Method column was added under Budget Status that allows you to set individual Working Status budgets or EACs to recalculate manually instead of automatically.

Whereas automatic recalculation occurs with each save, manual recalculation occurs only after you click Recalc. This postponement can save you time during budget entry, especially when line changes affect revenue or cost ceilings, as those take longer to recalculate, particularly on larger budgets.

Even though recalculation time is similar for both, the manual option allows you to control when it runs.

The new column displays both options:

• Automatic: This is the default option, which reflects system behavior prior to this update. Leave it selected to recalculate the budget automatically.

• Manual: Select this option to set a Working status budget or EAC for manual recalculation. The update will take effect only after you save. When you are ready to recalculate, click, Recalc.

Note: Future versions of the budget or EAC are set to Manual unless you change it back to Automatic.

 

Manual Recalculation Indicator

Since you can now set budgets or EACs to recalculate manually, an additional column was added that helps ensure data accuracy after you make changes that affect either burden or revenue.

When changes such as these occur, the new Needs Manual Recalc column automatically changes from N to Y after you save the budget or EAC.

Note: This column only updates if Recalc Method is set to Manual. When set to Automatic, this column displays N by default.

A new My Budgeted Hours – Detail application was added under Planning » Project Budgeting » Supplemental Reports. It allows you to compare hours charged, both posted and unposted, against your budgeted hours.

You can filter data by:

• Current Period

• Next Period

• Current Period + Next Period

• Current Year

• Project Duration

In addition, you can launch the My Budgeted Hours – Detail application using the new Launch button located in the Dashboard » My Budgeted Hours dashpart.

This enhancement improves visibility into progress against the budget and supports more effective management of contributions to active projects. For more information, see the Online Help.

Planning includes a new integration with Open Plan that enables you to import schedule details directly to the Hours and Amounts subtasks of either Project Budgets/EACs or New Business Budgets.

To facilitate the integration, an Open Plan option was added under Import From on the Import Budget/EAC From Scheduling App screen, located under Project Budgeting » Controls and Utilities.

Note: These release notes provide only a high-level overview of the import process. For step-by-step details, follow onscreen instructions and system messages, or also see "New Open Plan Integration in Planning."

After you select Open Plan, you can also set other import options in the application header, such as the import destination (Budget, EAC, or New Business Budget) or whether generic staff should also display.

Note: Before importing, you must first upload the Open Plan .xml export file to Costpoint by clicking File Upload on the Process menu, or in the new interface, by clicking on the right side of the screen.

After options are selected and the .xml file is uploaded, the import process includes these overall steps:

1. On the Upload subtask, select the .xml file and click Upload to load it for processing.

2. On the Map WBS subtask, select the project or WBS level where the mapping should occur.

Note: The option to save becomes available after this step.

3. On the Map Resource Sheets subtask, choose the budget sheet (Hours or Amounts).

4. On the Map Resources subtask, make any needed adjustments and save your changes, and then click Complete Mapping.

After completing these steps, you should also review the import results in the destination application to ensure that the hours and amounts have been correctly allocated to the appropriate budget period.

 

Related Updates to New Business Budgeting

To support the integration, Open Plan was added as an option to the Source Budget Type drop-down list in New Business Budgets.

To enhance precision in labor cost reporting, the General tab of Configuration Settings includes a new checkbox, Use Total Period Hours (including holiday hours) in Effective Rates Calculation, located under Hourly Rates to Use.

The checkbox is clear by default, but it displays only if Hourly Rates to Use is set to Period Rates.

If you are using period rates, select the checkbox to include holiday hours when Planning calculates effective rates. If you leave it clear, effective rates are calculated based on available hours.

To illustrate the difference, assume that total hours are 184, available hours are 176, and budgeted hours are 166. Based on these example hours, the effective rates would be calculated as described below:

Checkbox Status	Effective Rates Calculation
Selected (holiday included)	Salary $12,189 / 184 hours = $66/hour; Effective labor for 166 budgeted hours = $10,997
Clear (holiday excluded)	Salary $12,189 / 176 hours = $69/hour; Effective labor for 166 budgeted hours = $11,496

Note: Access the Configuration Settings screen from Administration » Administration Controls.

To calculate labor costs more precisely for salaried employees, Project Budgets/EACs now checks whether standard (effective) rates are enabled in the People Domain.

Note: Standard rates are enabled if Use standard rates to calculate labor cost is selected on the Timesheet Options tab of the Configure Labor Settings screen, located under People » Labor » Labor Controls. See online Help for additional information.

If the Standard Rates functionality is enabled, labor costs in Project Budgets/EACs are now calculated using the rate displayed in Standard Hourly Rate on the Salary Info tab of Manage Employee Salary.

Note: Manage Employee Salary is located under Employee » Basic Employee Information.

 

Standard Hourly Rate Calculations for Salaried Employees

If the Standard Rates functionality is already enabled in People, those rates are automatically used in Project Budgets/EACs to calculate labor costs, and no further configuration is required.

However, the labor cost calculations can vary based on the option that displays in Hourly Rates to Use on the General tab of Configuration Settings in Planning.

Note: Information regarding calculations in this section is strictly informational. The Hourly Rates to Use option is restricted to System Administrators and was configured during setup.

The table below describes how standard hourly rates are calculated for each Hourly Rates to Use option. Check with your System Administrator if you are unsure which option applies to your version.

Hourly Rates to Use Option	Standard Hourly Rate Calculation
None	Annual Amount* / Work Hours** (for current year) *Located on the Salary Info tab in Manage Employee Salary. **Located in Fiscal Year Setup in Planning. Note: This also reflects system behavior if Use standard rates to calculate labor cost is not selected in People. Note: If Work Hours is blank, it defaults to 2080.
Annual	Using fields on the Salary Info tab in People, Standard Hourly Rate is calculated as follows: Annual Amount / Estimated Annual Hours Note: If Estimated Annual Hours is blank, it defaults to Work Hours in Year. When that is empty, it defaults to 2080.
Period Rates	Using fields on the Salary Info tab and fields in Planning, Standard Hourly Rate is calculated as follows: Estimated Annual Hours / number of periods in fiscal year (from the Period field in Planning » Maintain Fiscal Year Periods) This amount is then divided by the result of the following calculation: (Planning total period hours) * (Annual Amount / Estimated Annual Hours) Note: This calculation is adjusted to include or exclude holiday hours based on whether Use Total Period Hours (including holiday hours) in Effective Rates Calculation is or is not selected. Note: If Estimated Annual Hours is blank, it defaults to Work Hours in Year. When that is blank, it defaults to 2080.

If you use Project Workforce in the Projects Domain, employee resources without actual hours can now prepopulate the Staff Hours tab of your initial budget in Project Budgets/EACs, saving you manual effort.

Note: This update currently applies to employees but not to vendor or contract employees.

To use this feature, select the new Pre-populate initial budget with workforce employees checkbox located under Workforce Rule on the Projects tab of Configuration Settings.

Note: The new checkbox is enabled only if Workforce Rule is set to Enforce. If you leave it clear, functionality remains as before, where employees prepopulate only if actual hours exist.

To provide better control of Approved budgets or EACs, a Restrict Ability to modify Approved Budget/EACs checkbox was added to the Projects tab of Configuration Settings.

The new setting is clear by default. If you select it, the budgets or EACs with a status of Approved cannot be modified (including changes to version codes) or marked unapproved, except by an Admin user, in the following applications:

• Project Budgets/EAC

• Update Multiple Project Budgets/EACs

• Project Budget/EAC Mass Utilities

Within these applications, options related to modifying the budget or EAC, including editing or deleting, updating version codes, or changing the Approved status are disabled. The Owner, however, retains the ability to select or clear the Final checkbox.

Note: Access the Configuration Settings screen from Administration » Administration Controls.

To reduce the number of interdependencies that exist when applications are updated, the common code was broken out into smaller groups and libraries. This is a backend update only. There are no direct impacts on the functionality or the interface related to this update.

This enhancement requires the following:

• deltekcostpointmaintenancerelease_2025.2.0.5023.exe

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

• cp82_bp_common_003.zip

• cp82_bnp_bgmbpir_002.zip

• cp82_bnp_bgmbom5_003.zip

• cp82_bnp_bgmoup_001.zip

• cp82_bnp_bgmboix_002.zip

• cp82_bp_common_003.zip  

• cp82_bnp_caqxpt3_002.zip

• cp82_bnp_caqxpt1_001.zip

• cp82_bnp_bgpupbrt_002.zip

• cp82_bnp_bgpbpue_002.zip

• cp82_bnp_bgmbpmu_003.zip

• cp82_bnp_bgmboix_002.zip

• cp82_bnp_bapmhpb_001.zip

• cp82_bnp_bgqbpa17_001.zip

• cp82_bnp_oaqaom4_001.zip

• cp82_bnp_bgmbpir_002.zip

• cp82_bnp_nbmbpnb_002.zip

• cp82_bnp_bgmbp_002.zip

• cp82_bp_cmnlib_cmnbglib_001.zip

• cp82_bp_cmnlib_orgbgtlib_001.zip

• cp82_bp_cmnlib_cmncalib_001.zip

• cp82_bp_cmnlib_pbldistlib_001.zip

• cp82_bp_cmnlib_pbladvlib_001.zip

• cp82_bp_cmnlib_pblfvlib_001.zip

• cp82_bp_cmnlib_pblrptlib_001.zip

• cp82_bp_cmnlib_prjbgtlib_002.zip

If you are licensed for Subcontractor Management, Costpoint now offers a subcontractor detail preprocessor that enables you to insert timesheet and expense records directly into the Subcontractor Management detail tables. To access this new application, click Projects » Subcontractor Management » Subcontractor Invoices » Import Subcontractor Detail.  

Note: This application is not available in Costpoint Essentials. 

 

Import Subcontractor Detail 

You can use the Import Subcontractor Detail screen to upload subcontractor detail records and generate full reports that include an error report and an actual data report per table. The preprocessor supports importing data from external timesheet systems, including Replicon and systems without co-deployed T&E.  

You may upload both timesheet and expense data in the same import or choose to import only one. For each type, both the header and line files must be included. For example: 

• Timesheets: SUBC_TS_HDR.CSV and SUBC_TS_LN.CSV 

• Expenses: SUBC_EXP_HDR.CSV and SUBC_EXP_LN.CSV 

If one file is missing, you will encounter an error message. 

 

Input Files 

This application uses the following input file layouts when importing subcontractor detail records: 

• SUBC_EXP_HDR.CSV (Manage Subcontractor Detail » Expense Detail) 

• SUBC_EXP_LN.CSV (Manage Subcontractor Detail » Expense Detail) 

• SUBC_TS_HDR.CSV (Manage Subcontractor Detail » Timesheet Detail) 

• SUBC_TS_LN.CSV (Manage Subcontractor Detail » Timesheet Detail) 

Input files can be imported in two ways. You can either use the Alternate File Location field or use the Files option from the right-side Context Menu. In addition, after a successful import, you can remove the input file by selecting the Delete input file upon successful import checkbox. 

 

Database Tables 

The preprocessor inserts subcontractor detail transactions into the following database tables: 

• SUBC_EXP_HDR 

• SUBC_EXP_LN 

• SUBC_TS_HDR  

• SUBC_TS_LN 

 

Manage Subcontractor Detail 

To support this feature, a new Source field has been added to the Timesheet Detail and Expense Detail tabs of the Manage Subcontractor Detail screen. Existing subcontractor detail records display SYSTEM as the source, while records imported through the preprocessor display USER. 

When the source is USER, the following fields are editable: 

• Timesheet Detail tab: Timesheet Cell Notes, Timesheet Line Notes 

• Expense Detail tab: Expense Code, Expense Code Description, Expense Description, Notes 

In addition, the Fiscal Year field now supports up to six characters, allowing manually entered lines to use the Costpoint Fiscal Year format. The Period field supports up to five characters to accommodate both Costpoint GL periods and Time & Expense periods. 

The Create Unbilled Analysis Report Tables (BLPUNBIL) and Update Project Status Report Table (PJPUPPSR) applications are now fully multi-user. This means that multiple users from the same or different companies can execute processes concurrently as long as they are not working with overlapping top-level projects. If two users try to start the process for the same top-level project, one of the users will get an error message and will be asked to run the process later. 

The Electronic Data Interchange (EDI) Billing functionality in Costpoint Projects has been replaced with iRAPT. The following EDI Billing-related applications are no longer supported and have been removed from Projects in Costpoint 2025.4: 

• Configure Billing EDI Settings (BLMEDIST) 

• Create EDI Files (BLPEDI) 

• Manage Project EDI Information (BLMEDI) 

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 2025.4 release. 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.

The Charge Line Start and End Dates on the Charges subtask of the Manage Work Assignments screen are now validated against the project’s period of performance.  

Costpoint displays a warning message when the charge line dates fall outside of the Period of Performance Start and End Dates set on the Modifications subtask of the Manage Project User Flow screen. This validation also applies to the start and end dates used in the WA_CHG_LN.CSV input file. 

New Planning Security Flag and Enhanced Labor Suppression Configuration

A new flag has been added to the Configuration screen, allowing customers to enable security for Costpoint while keeping Planning security turned off. This ensures existing security settings remain unchanged when the new flag is introduced. Labor suppression has been separated from Organizational Security, enabling a more streamlined and conservative approach. Labor suppression now exclusively honors Costpoint settings, reducing setup complexity and eliminating the need to implement Organizational Security. For customers using the Command Center without Costpoint BI, this ensures that Costpoint settings alone are sufficient, avoiding additional Costpoint BI configuration requirements.

Dynamic CAP.jar for Oracle and MSS Support

A single CAP.jar has been developed to dynamically support both Oracle and MS SQL functions, such as handling differences like `GETDATE` versus `SYSDATE`. This allows seamless integration with both database types without requiring manual updates. This also results in a unified Cognos environment for multiple database instances.

The solution enables two separate Costpoint instances (one for Oracle and one for MS SQL) to connect to a single Cognos environment. The unified CAP.jar ensures user authentication across both backends without issues while maintaining the database type as a session parameter for potential future use.

New Purchase Order Payment Schedule Report

The new PO Payment Schedule Report provides a detailed list of upcoming Purchase Order payment schedule payments that need to be made. Located under Team Content » Procurement, this report uses data from the Procurement package to help you track and manage payment schedules effectively. Access the report via Manage Purchase Orders » Payment Schedule subtask to streamline payment planning and ensure timely execution.

Expanded Description Detail and Reference Project ID Fields in Billing

The billing module now supports an expanded Description Detail field with a maximum length of 640 characters. This field is included in the following tables:

• BILL_EDIT_DETL

• BILLING_DETL_HIST

In addition, a new Reference Project ID field has been added as a reference-only field.

You can also print the expanded Description Detail field on both standard bills and generic billing format bills, ensuring greater flexibility and clarity in billing documentation.

Open Billing Detail Report Creation and Integration

The Open Billing Detail report has been developed to provide detailed insights into open billing data, offering users a comprehensive view of open billing details.

The following are the key features:

• Data validation against the Open Billing Detail report in Costpoint or via SQL queries using the `OPEN_BILLING_DETL` table to ensure accuracy

• Adheres to Costpoint BI standard formatting style for consistency and usability

• Exports to MS Excel in a user-friendly format for further analysis

• Optimized for printing to PDF, ensuring professional presentation and accessibility

In addition, the "Aged Open Billing Detail" report and its associated views in the Projects and Executive folders have been renamed to "Aged Open Billing" for clarity and alignment.

Addition of Missing Supplier Portal Action Dates and Data to the Costpoint BI Procurement Package

Vital Supplier Portal action dates and data required for reporting purposes were added to the Costpoint BI Procurement Package. The requested fields were incorporated into the model with English names and screen tips for clarity.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.4 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.

A Time Clock screen was added that works like a punch clock, where start/stop dates and times are automatically logged to a subtask table based on the user’s computer clock.

The intuitive interface uses button clicks to register punches, eliminating the need for manual entry.

Note: This release marks Phase 1 of the new application. Future updates will expand its functionality and capabilities. Deltek values your feedback and encourages you to share your experiences and suggestions to help us improve it. Customer feedback will directly influence our future updates.

The Time Clock application displays under Time » Timesheets based on configuration. See the next section for more information.

 

New Configuration Setting Enables Time Clock Screen

Time Clock is enabled from Timesheet Classes, located under Time » Time Controls.

To grant a new or existing timesheet class access to the screen, select the new Time Clock option on the Entry Mode drop-down list under Entry Options on the Basic Information tab.

Warning: If you change Entry Mode to Time Clock and save, the field becomes read-only and the change cannot be reversed. The best practice for granting access is to clone an existing class and then apply the change to that record instead.

Note: For this current release, the Time Clock option is not valid for subcontractors.

When Time Clock is selected, related options under Entry Mode are updated as follows:

• Calculate Start/Stop Time in Minutes is selected and disabled.

• Effective Date is set to the current date.

• Hours Increment defaults to Hundredth but remains editable.

Total Time Method is set to None and disabled. In addition, under Miscellaneous, Do Not Allow Delete Timesheet Line is selected and disabled.

Note: Other configuration settings on the screen, such as those on the Overtime Hours Rules tab, follow the same rules as start/stop time and break tracking.

 

Time Clock

After the Time Clock screen is enabled, you can access it from Time » Timesheets.

The screen provides a simplified interface that enables you to first select a project code, and then, based on your selection, click one of three buttons to either start your day, switch to a new task, or end your day.

For example:

 

• Start Day: Click this after you select the first charge code of the day.

• Switch Task: Click this after you select a different charge code, such as for a new task or break.

• End Day: Click this to stop tracking time for the day and to save logged entries to the timesheet.

Note: Buttons become active or inactive based on the previous action. See example steps below.

Each time you click a button, your computer clock is used to automatically log start/stop dates and times to the Daily Charges Details table for the selected charge codes. However, the entries are not editable.

Note: Available charges include those already in use for the timesheet period, current favorites set to auto-load, and previously used charges. If a charge is not yet added, use the New Charge button.

The simple example below illustrates how you would record two different project codes and one meal break.

Attention: For a more detailed visual presentation, see "Costpoint Time and Expense Time Clock."

1. Use on-screen Lookups to select the first project code of the day.

The Start Day button becomes active, unless it is already active.

Note: Time Clock also scans the pay period for instances where End Day was not clicked. For more details, see the “Missed Punches” section below.

2. Click Start Day.

The start date and time are recorded in Daily Charge Details, and Start Day becomes inactive.

After four hours, a meal break is required.

3. Use on-screen Lookups to select the appropriate break code.

The Switch Task button becomes active.

4. Click Switch Task.

The Daily Charge Details table records the following:

• Stop date/time and total minutes for the previous project code

• Start date/time for the meal break code

In addition, Switch Task becomes inactive.

After the meal break, you are ready to work on a different project.

5. Use on-screen Lookups to select the next project code.

The Switch Task button becomes active.

6. Click Switch Task.

The Daily Charge Details table records the following:

• Stop date/time and total minutes for the meal break code

• Start date/time for the new project code

In addition, Switch Task becomes inactive.

After four hours, your shift ends.

7. Click End Day.

The following occurs:

• The Daily Charge Details table records the stop date/time and total minutes of the last project code.

• A final save is performed, and your timesheet is updated with logged entries.

• The End Day button becomes inactive.

 

Missed Punches

At the start of each day, Time & Expense scans the timesheet for days missing a stop time. If one is found, it displays in a table located on the Missed End Day subtask.

Click the link to display the Daily Charge Details table, where the following columns are editable:

• Stop Date: Click the calendar icon to change the date if needed.

• Stop Time: Enter the stop time in the field.

• Comments: This field is required. Enter an explanation in the field.

Note: Project charge codes and start times are not editable on days that are missing a stop time.

Attention: For more information on screen fields, see the online Help.

 

Overtime Details 

In Time Clock, overtime is calculated as part of the save process after you click End Day.

If automatic overtime distribution is enabled for your timesheet class, the Overtime Details option displays on the menu. Click the option to view overtime distribution.

Note: Distribution of overtime in Time Clock operates in the same manner as it does in Start/Stop Time.

 

Time Clock Tracking Report

From the Print menu of the Time Clock screen, you can access the Time Clock Tracking report, which includes the following data:

• PR Timesheet Schedule and Period Ending Date

• Columns for: Date, Charge, Charge Description, Start Time, Stop Time, and Comment

• Totals for the entire timesheet period

• Totals in both minutes and hours

• Regular and overtime minutes in the following format:

• Regular Minutes

• Overtime Minutes

• Daily Total in Minutes

• Daily Total Hours

Dela, Deltek's AI-powered digital assistant, is now available for Quick Entry Expense Report in Teams.

Note: For a general introduction to Ask Dela, see the Introduction to Ask Dela video available on the Deltek Learning Hub, which includes, for example, instructions on adding Costpoint to Teams.

This feature leverages advanced AI technology to help you accomplish common tasks, such as:

• Creating a new expense report

• Adding expense lines

• Viewing totals

The images in the table below provide examples of the types of questions that will help you accomplish basic tasks in the Quick Entry Expense report.

Task	Example
Create an Expense Report and Expense Line
Add an Expense	Note: In Adaptive Card, you can add only one expense line at a time.
View Total Amount
View Breakdown of Expenses

Note: This feature applies only to Time & Expense installations that are co-deployed with Costpoint. It does not apply to stand-alone deployments.

To further improve integration between Costpoint and Time & Expense, key data now import directly into the Import table instead of .csv files, though a new setting also provides the option of overriding this when needed. In addition, some tables related to linked UDTs now also read directly from Costpoint.

 

Updates to Export/Import Process

In the People Domain, the functionality of the Export Data to Deltek Time & Expense (Labor » Timesheet Interface) screen was enhanced to allow certain exports to write to Import tables instead of .csv files.

Note: This is a backend update that does not affect the screen interface or end-user options. In addition, you still have the option to import to .csv if needed. See the next section for more information.

The types of exports and related Import tables that were updated by this enhancement include:

• Charge Tree: This now imports to the Import Charges table.

• Basic Employee: This now imports to the Import EMPL table.

• Employee History: This now imports to the Import EMPL HIST table.

• Employee Leave: This now imports to the Import EMPL LEAVE table.

Note: If you are currently using scheduled jobs to perform exports, you will need to update the saved parameter to specify that it is now a table import.

 

Updates to Admin Import Screen

Related to the export/import enhancement described in the previous section, an additional update was applied to the Import Master Data screen in Time & Expense, located under Configuration » Interfaces.

To enable you to import data from a .csv file, the ASCII checkbox was renamed to Table/ASCII. Select this checkbox if you chose to export data to a .csv file in Export Data to Delek Time & Expense. When Table/ASCII is selected, the data is first imported to tables and then a .csv file is also created.

This setting is helpful for customers who might need to modify data before it is used in Time & Expense.

If this setting is selected and an import file is found (as indicated in the log), it is skipped for the following:

• Charge Tree

• Resources

• Resource Leave

• Resource History

 

Linked Tables Converted to Direct Lookups

Several tables related to linked UDTs are now direct Lookups, where the table data in Time & Expense now populates directly from the related table in Costpoint. The direct Lookups are used in applications listed in the table below. 

Field	Description
Time » Timesheets	Timesheet
Expense » Expense Reports	Expense Report
Expense » Expense Authorizations	Expense Authorization
Configuration » Resources	Resource Information
Configuration » Interfaces	UDT01 UDT02 UDT09
Configuration » Interfaces	Import Master Data

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.4 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.

Minor enhancements were applied to Quick Entry Expense, including the addition of a new Purpose field and the Info Card in Quick Entry Expense Authorization, as well enhanced ICR capabilities in Quick Entry Expense Report.

 

Enhancement to Receipt Scanning

ICR (Intelligent Character Recognition) scanning was enhanced to capture daily expenses on receipts. The affected applications and changes are described below.

 

ICR in Quick Entry Expense Report

The ICR capabilities in Quick Entry Expense Report were further expanded for this release, including updates to the following areas:

• Scan Lodging Receipts: You can now scan lodging receipts and upload them directly into the Quick Entry Expense Report. Essential details captured include hotel name, address, invoice details, check-in and check-out dates, room type, and breakdown of charges.

• Expense Type Selection: After scanning a receipt, select the appropriate expense type, such as Lodging – Per Diem Ceiling or Non-Per Diem Lodging. This ensures correct categorization of expenses as well as proper application of per diem rates.

• Editable Fields: Several fields that return data from the ICR process are editable, allowing you to make necessary changes before finalizing the expense report.

• Verification and Validation: To ensure accuracy, Time & Expense now verifies details such as the expense date, expense amount, and other values that on the Overall tab.

• Per Diem Rates: For lodging expenses categorized under Per Diem Ceiling, you can now view the location's per diem rates directly from the expense report. This helps ensure accurate calculation of the reimbursable amount based on the per diem schedule.

 

ICR in My Outstanding Expenses

The My Outstanding Expenses screen (under Expense » Expense Reports) now employs AI technology to enable you to easily capture daily expenses from receipts related to lodging, transportation, and meals. Time & Expense uses AI tools to:

• Capture user receipt data and record it on the Basic Information tab

• Upload receipts for car rental, transportation, meals, mileage, or other expenses to the My Outstanding Attachment section

• Upload your lodging receipt and ensure values are captured on the Basic Information tab and displayed in the Lodging Details section.

• Upload receipts for other expenses, including car rental, transportation, meals, mileage, or other expenses and ensure values are captured on the Basic Information tab.

• Verify values displayed in the Lodging Details section

Note: Several ICR date-related fields are editable, providing you with both flexibility and accuracy managing your expenses.

 

Other Enhancements

Several other miscellaneous enhancements were applied as described below.

 

Trip Purpose Field Added

A Purpose field was added to both the Quick Entry Expense Report and the Quick Entry Expense Authorization. Use this field to record the reason for your trip. This field allows up to 4,000 characters.

Note: This field is required on both Quick Entry screens if Require Purpose is selected on the Expense Report Types screen.

 

Update to Expense Report Types

The Expense Report Types screen (under Expense » Expense Controls) includes a new Require Purpose checkbox. Select this checkbox to require users to record the purpose for their expense in the Purpose field that displays on both Quick Entry screens.

Note: This field is available if Type is set to Quick Entry or Standard.

 

New Info Card

An Info Card was added to the header section of the Quick Entry Expense Authorization. Similar to existing Info Cards in other applications, the new Quick Entry Expense Authorization Info Card provides a quick way to view additional details that formerly displayed in the Header section. These non-editable details include:

• Expense Class

• Expense Report Type

• Org

• Status

• Start Date

• End Date

You can access the Info Card by clicking the information icon that displays on the right side of the Name and ID fields.

This feature is available in both Form View and Table View.

A Costpoint Travel Agency Integration Guide is now available for developers. The new guide provides an example of how to integrate the Quick Entry Expense Report application with travel agency data to directly generate expense reports.

The integration utilizes the REST API for the Quick Entry Expense Report (EPMEXPRPTEZINT) application, and the guide includes the following information:

• Requirements

• Installation

• Limitations

• Core Tables Used

• REST API Request Details

In the Deltek Learning Hub, find the guide under Costpoint » Developer and Technical Resources » Developer Resources » Costpoint Integration Guides.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.4 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.

When a preferred name for an employee exists in Costpoint, it is now recognized by Time & Expense and is displayed in multiple applications, except in reports.

Note: In Costpoint, the Preferred Name field displays on the Employee Info tab of the Manage Employee Information screen, located under People » Employee » Basic Employee Information.

This update makes it easier for supervisors and employees to locate individuals by their familiar names or quickly recognize the name of the person listed on workflow notifications, such as timesheet reminders.

 

Export File Updated to Include Preferred Name

The export file that is used to import information from Costpoint into Time & Expense was updated to include the value from the Preferred Name (EMPL.pref_name) field if it is available in Costpoint.

Note: To learn more about this Cross Domain feature see “Export Employee Preferred Name to Deltek Time and Expense” under the People section of these release notes.

Following successful import, the value populates relevant areas of Time & Expense, such as screens, Lookups, and notifications.

Note: The export file is imported to Time & Expense from Configuration » Interfaces » Import Master Data.

 

New Preferred Name Configuration Setting

The General Settings screen (under Configuration » General Controls) includes a new Use Preferred First Name when Available setting under Defaults on the General Options tab.

The setting is clear by default. Select it to display the Preferred Name value throughout Time & Expense, if it has been imported.

 

Preferred Name Added to Resource Information Screen

If a preferred name has been imported, it automatically populates a new Preferred Name field on the Resource Information screen (under Configuration » Resources).

Note: In systems that are co-deployed with Costpoint, the new field is read-only.

The name that displays in the field also populates other screens and related Lookups in Time & Expense.

 

Related Updates to Time & Expense Applications

The preferred name that displays on the Resource Information screen also automatically populates other key screens, and related screen Lookups (where applicable), in Time & Expense, as described below.

Note: If a screen includes additional updates, those are described under Additional Changes.

Area » Screen	Additional Changes
Expense » Expense Authorizations
Expense Authorization
Manage/Approve Expense Authorizations
Quick Entry Expense Authorization
Expense » Expense Reports
Expense Report	The Resource field was changed to Name.
Manage/Approve Expense Reports
Quick Entry Expense Report
Time » Timesheets
Timesheet	On this screen, the preferred name is enclosed in parentheses and displays to the right of the first name, for example: Benson, Jonathan C. (John).
Manage/Approve Timesheets

 

Related Updates to Notifications

Workflow notifications related to applications listed in the previous section were updated to ensure that the Preferred Name value displays within the text wherever a name is mentioned. This helps recipients quickly identify the sender or the person the message concerns.

The Revision Explanation tab of the Timesheet screen displays a new interface message indicating that the explanation entered in the blank memo field is saved only if an explanation was required.

This new hard-coded message will help Timesheet users better understand the purpose of the field and how it works.

The Time Off Balance report now bases accrual calculations, including remaining periods, on the calendar year in the Leave Accrual Schedule, rather than the first period of the Timesheet Schedule.

Note: This does not apply to stand-alone installations, where the Timesheet Schedule is still the default.

While this change improves usability, a new option does enable you to revert to the Timesheet schedule.

In addition to this enhancement, you can now also hide certain accrual-related columns in the report.

To support both updates, new settings were added to Timesheet Classes (under Time » Time Controls).

 

Updates to Timesheet Classes

The Miscellaneous section of the Basic Information tab on the Timesheet Classes screen includes the following new checkboxes.

• Use First Timesheet Period as Beginning of Current Year

• Suppress Accrual Information

Note: The checkboxes are indented beneath Hide Current Time Off Balance Report and are enabled only if that setting is not selected, indicating that the report is available to the timesheet class.

More details on the new setting are provided below.

 

Use the First Timesheet Period as Start of Current Year

As described above, accrual calculations in co-deployed installations are now automatically calculated based on the calendar year in the Leave Accrual Schedule in Costpoint.

If you prefer to base the start of the year on the first period found in the Timesheet Schedule, select the new Use First Timesheet Period as Beginning of Current Year checkbox.

 

Hide Accrual Columns in Time Off Balance Report

Select the new Suppress Accrual Information checkbox if you want to hide columns related to accruals in the report for the timesheet class.

If you select the checkbox, the report displays only the following columns:

• Resource Name

• Leave Type Description

• Beginning Balance

• YTD Accrued Hours

• YTD Used Hours

• Current Balance

 

Related Updates to the Time Off Balance Report

The Time Off Balance report was updated to reflect functionality changes related to the Leave Accrual Schedule, as well as to improve the overall user experience.

Note: The report can be accessed from the Print or Print Preview menus on the Timesheet screen.

The report includes some new columns, while several others were removed, including:

• Project Accrual Remaining

• Project YE Balance

• Carryover Limit

• At Risk Hours

The table below describes new columns, as well as any updates to previously existing columns.

Column Name	Update
Current Balance	There were no changes to this existing column. However, if Suppress Accrual Information is selected in Timesheet Classes, it is now the last column to display in the report.
Latest Accrual Rate	This column displays the accrual rate for the leave type. It previously displayed to the left of Current Balance and was labeled “Accrual Rate.” In co-deployed installations, this value populates from Employee Leave in Costpoint. In stand-alone deployments, it is the accrual rate from the latest timesheet period. The column is hidden if Suppress Accrual Information is selected in Timesheet Classes.
Periods Remaining	This new column displays the number of periods remaining for the year. For example, if the maximum number of periods in the Costpoint Leave Accrual Schedule is 12, and the current period number is 10, the number remaining is 2. Note: If Use First Timesheet Period as Beginning of Current Year is selected in Timesheet Classes, the number of periods remaining is calculated based on the Timesheet Schedule. This column is hidden if Suppress Accrual Information is selected in Timesheet Classes. Note: In stand-alone deployments, N/A displays.
Future Accrual Amount	This new column displays the future accrual amount and is calculated by multiplying the latest accrual rate by the number of periods remaining. This column is hidden if Suppress Accrual Information is selected in Timesheet Classes. Note: In stand-alone deployments, N/A displays.
Current +Future	This new column is the current balance plus the future accrual amount. The column is hidden if Suppress Accrual Information is selected in Timesheet Classes. Note: In stand-alone deployments, N/A displays.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.4 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.

The Time module includes new functionality that enables retention of historical data for auditing purposes, as well as new reports where those details can be viewed or printed. In addition, to support improved handling of customer invoicing requests, the time entry applications now allow attachments.

 

Time Settings Configuration Updates

The Time Settings screen (under Time » Time Controls) includes new configuration settings for overall attachments and audit functionality, as described below.

 

New Overall Attachments Section

To support changes related to attachments, an Overall Attachments section was added to the Miscellaneous tab. Settings in this new section are described in the table below.

Field	Description
Timesheet Overall Attachments	Use this drop-down field to configure the new feature. Choose from the following options: None: This is the default option. If you leave this selected, users will not be able to add attachments, and interface features related to attachments remain hidden. Optional: Select this option if you want to enable the feature, but you want to leave the attachments as optional, and you do not want to require audit tracking for missing attachments. Attention: To learn more about the feature and related interface updates, see “Overall Attachments Now Supported” in these release notes. Required: Select this option if you want to enable the feature in Time Entry and force validation of missing attachments, as well as require audit tracking of changed attachments.
Storage Location	This field is disabled if Timesheet Overall Attachments is set to None. If it is set to Optional or Required, use this Lookup field to select the location where attachments will be stored. Note: Lookup is populated from the Alternate Files Location.

 

New Audit Tab

To enable the capture of historical information for leave, floor checks, and timesheet corrections, the Time Settings screen includes a new Audit tab. The settings for this new section are described below.

Field	Description
Save Floor Check Audit Information	Select this to enable capture of daily floor check results for auditing purposes. If you leave this checkbox clear, a related Save Audit Information checkbox located under Notifications in the Daily Floor Check report is unselected and disabled. When this checkbox is selected, new backend tables store key details, which populate a new report. Attention: See “New Audit Floor Check History Report” below for details.
Save Leave Request Information	Select this to enable capture of leave requests for auditing purposes. When this checkbox is selected, new backend tables store key details and capture leave information entered in Timesheets and Work Schedule. The details are accessed from a new report. Attention: See “New Audit-Leave Request Information Report” below for details.
Save Timesheet Correction Audit Information	Select this to enable capture of timesheet correction requests for auditing purposes. When this checkbox is selected, new backend tables store key details gathered when Timesheet Correction requests are submitted from Timesheet or Timesheet Correction Status. In a future release (2026.1), an Audit - Timesheet Correction Information report will be added that will enable you to access captured audit details.

Attention: To learn more about other screens affected by these changes, see “Improved Audit Tracking” below.

 

Overall Attachments Now Supported

Time entry now includes the ability to include overall attachments as supporting documentation.

Attention: For related configuration updates, see “New Overall Attachments Section” above.

Attachments can be set as required based on configuration. Missing attachments are flagged when the timesheet is signed, and a revision explanation is needed if an attachment is updated or removed.

To support this enhancement, an Overall Attachments tab and an associated Attachments dialog box were added to the following applications under Time » Timesheets:

• Timesheet

• Manage/Approve Timesheets

Note: The overall functionality is the same in both screens, allowing supervisors to upload attachments on behalf of the resources they manage.

 

Overall Attachment Tab

The header area of both applications includes a new Overall Attachment tab.

The tab includes a dynamically updated hyperlink that displays the number of files attached. Click the link to display the Attachments dialog box, where you can view and upload attachments.

 

Overall Attachments Dialog Box

The attachments dialog box includes the following fields and buttons.

Field/Button	Description
Attachment Type	This field displays the type of attachment required for this item, such as an airfare quote or a trip approval form.
Missing	Click this button to display the Explanation dialog box to enter a note regarding the status of the item
Reason for Missing Attachment	The reason provided for the missing attachment displays in this field.
Original Filename	This field displays the name of the file as it appeared when uploaded.
Attach	Click this button to upload an attachment.
View	Click this button to view a selected attachment
Remove	Click this button to remove a selected attachment
Apply	Click this button to apply and save changes

 

Validation of Attachments

If configured as required, an error displays if the attachment is missing when the timesheet is signed.

Note: If an attachment is added or removed, the Revision Audit subtask displays, where you must provide an explanation for the change.

 

Improved Audit Tracking and Reporting

To enhance your ability to track and audit leave requests, timesheet correction requests, and results from daily floor checks of timesheets, certain applications now capture key data during the save process. In addition, reports were added that enable you to print and view the results.

Attention: For details about configuring the new audit tracking functionality, carefully review the “Time Settings Configuration Updates” section above.

The following sections describe the functionality that is now available in key areas of the Time module after configuration is complete.

 

Enhanced Auditing and Reporting for Daily Floor Checks

This section describes updates related to the new auditing feature for Daily Floor Check.

 

Save Daily Floor Check Historical Information

The Daily Floor Check screen (under Time » Timesheets Reports/Inquiries) includes a new Save Audit Information checkbox under Options.

Note: The checkbox is enabled only if Save Floor Check Audit Information is selected in Time Settings.

If you select this checkbox, a new backend table captures floor check pass/fail results, and the hidden table is updated with details such as the following:

• Date Run

• Time Run

• Date Checked

• Name

• ID

• Class

• Status

This occurs after notifications are generated.

The Pass/Fail results are captured and saved per employee one time per day. For example, if the report runs twice per day, and the employee fails the first run but passes the second, the results of the second run are saved.

Note: After six months, details are moved to another backend table that is used for archiving.

 

New Audit Floor Check History Report

An Audit-Floor Check History report was added under Time » Timesheet Reports/Inquiries.

The report displays floor check results that were captured when Notifications were sent from Daily Floor Check with the new Save Audit Information setting selected.

The report is run for either the previous day, week, month, or a selected date range. In addition, results can be further filtered based on passed or failed, and details can be further sorted by supervisor, resource, or by timesheet class.

To generate the report, click Print Audit-Floor Check History on the toolbar. The report includes the following details for each resource:

• Name

• Timesheet class

• The timesheet status, for example, Pass or Fail.

• The details related to the supervisor.

Attention: For additional information, see online Help for this screen.

 

Enhanced Auditing and Reporting of Leave Requests

This section describes updates related to the new leave auditing feature.

Note: Functionality described in this section is enabled only if Save Leave Request Audit Information is selected in Time Settings. See “Time Settings Configuration Updates” above for details.

 

Updates to Resource Schedules/Leave Screen

Actions related to leave requests, such as submittal, approval, or rejection, can now be tracked for auditing purposes.

The changes described in this enhancement apply to these applications under Time » Timesheets:

• Timesheet: Leave requests submitted by resources from this screen are tracked.

• Work Schedule: Leave request submitted by resources from this screen are tracked.

• Resource Schedule/Leave: Leave requests that are approved or rejected by supervisors from this screen are tracked.

To store captured details, a hidden, backend table was also added for both screens.

The type of information captured varies by screen, but largely includes, for example:

• Date Run

• Time Run

• Date Checked

• Name

• ID

• Class

• Status

• Date of Approval/Rejection

• Approver’s/Rejector’s ID

• Approver’s/Rejector’s Name

• Reason for Rejection (if Applicable)

Note: After six months, details are moved to a different backend table that is used for archiving.

 

New Audit-Leave Request Information Report

An Audit-Leave Request Information report was added under Time » Timesheet Reports/Inquiries.

The screen provides several filter options, as described in the table below:

Field	Description
Date Range	Use the Start Date and End Date fields to set the reporting period. If a leave request overlaps with the selected date range, the entire leave request still displays, including dates that fall outside the specified range. For example, if the selected range is January 1 through January 30th, dates from previous or next month display if those dates were included in the original leave request.
Function	This Lookup displays the different functional roles available to the logged-in user, such as supervisor or backup supervisor. Choose the functional role that you want to use when running the report.
Filter	Use this field to choose whether to run the report based on: Resource: If you choose this option, the report includes only leave requests associated with a specified resource ID. Supervisor: If you choose this option, it includes leave requests submitted by all employees who report to the specified supervisor.
Filter Value	Use this field to enter the name or ID of the supervisor or resource, depending on which option was selected from Filter. For example, if you chose Supervisor, enter the name or ID of the supervisor.

To generate the report, click Print Audit Leave Request on the toolbar. For the selected date range, the report includes the following details:

• The name of the resource

• The date on which the leave request was made

• The status of the request, for example, Pending, Rejected, or Approved

• Rejection or approval date

• Rejection reason, if rejected

Attention: For additional information, see online Help for this screen.

 

Enhanced Auditing of Timesheet Correction Requests

The workflow for corrections of processed timesheets now saves audit-related details to a new backend table when Save Timesheet Correction Audit Information is selected in Time Settings.

Note: A report will be added in a future release that will enable you to view and print the saved details.

The table below describes information captured during each step of the timesheet corrections workflow.

Action or Event	Application(s)	Details Stored
Request to Correct	Timesheet Manage/Approve Timesheets	Requester ID Resource Name Date Requested Correction Request Reason
Undo Correction	Timesheet	Date ID
Approve/Reject Request	Timesheet Correction Status	Approver’s/Rejector’s ID Approver’s/Rejector’s Name Date of Approval/Rejection Rejection Reason (if Applicable)
Correction Completed	Timesheet Manage/Approve Timesheets	Date Corrected Correction Reason
Timesheet Cleared	Clear Timesheet Utility	Timesheet shows as cleared

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