Costpoint has been fully tested to support the pre-printed ACA Forms 1094-C and 1095-C from Deltek’s partner form vendors for the 2026 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.

Note: To avoid any alignment issues, you can use the corresponding options on the Process menu of ACA screens to print the forms on PDFs:

• Print 1095-C Forms with Data on the Print 1095-Cs screen

• Print 1094-C Forms with Data on the Print 1094-Cs screen

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_hbr1094c_004.zip

• cp82_hbr1095c_005.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

The 2025 PDF template file for 1094-C and 1095-C forms is now available in Costpoint, which will let you create PDF files with data for the calendar year 2025. You can then use the PDF files to print the forms on plain paper.

To support this update, the following screens were updated:

• 1095-Cs

• Print 1094-Cs

• Print 1095-Cs

Attention: For more information, see:

• https://www.irs.gov/pub/irs-pdf/f1095c.pdf

• https://www.irs.gov/pub/irs-pdf/f1094c.pdf

Costpoint has the ability to generate manifest and data files that comply with the latest tax year 2025 schema for the UI transmission channel. This release updates the Create 1094-C and 1095-C Electronic File screen to support the latest requirements for the data file transmission. The tax year in all applicable namespace references was updated to "ty25" in the manifest and data files.

This enhancement requires the following:

• cp82_hbp1094c_004.zip

• cp82_dbc_820_11956_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

The federal withholding methods for 2026 were released by the Internal Revenue Service. The changes include the following:

• The percentage method‘s tax brackets were adjusted.

• Nonresident alien employee annual additional amount:

• If employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later: $11,800 (from $10,700)

• If employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later: $16,100 (from $15,000)

Attention: For more information, see: https://www.irs.gov/pub/irs-pdf/p15t.pdf.

To support the federal requirements, updates were applied to the following screens:

• Manage Federal Tax Tables

• Manage Federal Taxes

This enhancement requires patch dbc_820_11966.

Costpoint now supports Form W-4 for Payroll Year 2026. The federal taxes updates are:

• Dependent Credit Amounts – Qualifying Children under 17: $2,200 

• Deductions Worksheet – Married: $32,200

• Deductions Worksheet – Head of Household: $24,150

• Deductions Worksheet – Single: $16,100

To support the federal requirements, updates were applied to the Manage Federal Taxes screen.

This enhancement requires patch dbc_820_11966.

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.

 

Alaska

The unemployment-taxable wage base increased from $51,700 to $54,200.

 

Hawaii

The unemployment-taxable wage base increased from $62,000 to $64,500.

 

Idaho

The unemployment-taxable wage base increased from $55,300 to $58,300.

 

Kentucky

The unemployment-taxable wage base increased from $11,700 to $12,000.

 

Louisiana

The unemployment-taxable wage base decreased from $7,700 to $7,000.

 

Minnesota

The unemployment-taxable wage base increased from $43,000 to $44,000.

 

Montana

The unemployment-taxable wage base increased from $45,100 to $47,300.

 

New Mexico

The unemployment-taxable wage base increased from 33,200 to $34,800.

 

New York

The unemployment-taxable wage base increased from $12,800 to $17,600.

 

North Carolina

The unemployment-taxable wage base increased from $32,600 to $34,200.

 

North Dakota

The unemployment-taxable wage base increased from $45,100 to $46,600.

 

Oklahoma

The unemployment-taxable wage base decreased from $28,200 to $25,000.

 

Rhode Island

The unemployment-taxable wage base increased from 29,800 to $30,800.

 

Utah

The unemployment-taxable wage base increased from $48,900 to $50,700.

 

Virgin Islands

The unemployment-taxable wage base increased from $31,100 to $32,100.

 

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11958_001.zip

• cp82_dbc_820_11963_001.zip

• cp82_dbc_820_11966_001.zip

• cp82_dbc_820_11976_001.zip

• cp82_dbc_820_11978_001.zip

• cp82_dbc_820_11992_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Arkansas released the Withholding Tax Formula Method effective January 1, 2026. The changes include:

• The standard deduction used in the formula increased from $2,410 to $2,470.

• The tax brackets for the percentage method have been adjusted.

Attention: For more information, see: https://www.dfa.arkansas.gov/wp-content/uploads/whformula_2026.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11966.

California regulations require employers to let employees indicate whether their emergency contacts should be notified if the employee is arrested or detained during work hours. This enhancement adds an opt-in/opt-out choice for each emergency contact so you can record that preference and support compliance.

Access to this information follows your existing security and privacy controls. For example, only administrators should have access to the Manage Employee Information screen and the View Employee Information screen, while employees should have access to their own data on the Emergency Contacts screen and the Life Events/New Hires screen. Managers should have access to their direct/indirect reports’ data on the Emergency Contacts screen.

The new checkboxes default to unchecked for new entries, and existing records default to “N” upon conversion.

Attention: For more information on California regulations, see:

• https://www.theemployerreport.com/2026/01/prep-now-for-the-california-workplace-know-your-rights-act-action-required-by-february-1/

• https://www.dir.ca.gov/dlse/Know-Your-Rights-Notice/Know-Your-Rights-Notice-English.pdf

 

Manage Employee Information (LDMEINFO)

The Address/Contact tab now includes Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes so you can select the preference for each of the employee’s contact. The new checkboxes default to unchecked when you enter a new record.

Field	Description
Contact 1 Notify if arrested or detained	Select the checkbox if the primary contact should be notified if the employee is either arrested or detained while at work.
Contact 2 Notify if arrested or detained	Select the checkbox if the secondary contact should be notified if the employee is either arrested or detained while at work.

 

View Employee Information (PRQEINFO)

The Address/Contact tab now displays Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes so you can view the employee’s preference for each contact. The new checkboxes display as disabled checkboxes when you query an employee record.

Field	Description
Contact 1 Notify if arrested or detained	Select the checkbox if the primary contact should be notified if the employee is either arrested or detained while at work.
Contact 2 Notify if arrested or detained	Select the checkbox if the secondary contact should be notified if the employee is either arrested or detained while at work.

 

Emergency Contacts (ESMEMERCON)

You can specify whether each emergency contact should be notified if you are arrested or detained during work hours. Emergency contacts now include Notify if arrested or detained checkboxes for the primary and secondary contact so you can select a notification preference for each contact.

Field	Description
Primary Contact - Notify if arrested or detained	Select the checkbox if the primary contact should be notified if the employee is either arrested or detained while at work.
Secondary Contact - Notify if arrested or detained	Select the checkbox if the secondary contact should be notified if the employee is either arrested or detained while at work.

Note: The updates on the Emergency Contacts screen also apply to the Emergency Contacts tab on the Life Events/New Hires (ESMLIFEEVENT) screen.

 

Emergency Contacts (HTMEMERGENCYCONTACT)

Managers can record and review whether each emergency contact should be notified if an employee is arrested or detained during work hours, based on your organization’s access rights. Emergency contacts now include Notify if arrested or detained checkboxes so you can select a preference for each of the employee’s contact.

Field	Description
Contact 1 - Notify if arrested or detained	Select the checkbox if the primary contact should be notified if the employee is either arrested or detained while at work.
Contact 2 - Notify if arrested or detained	Select the checkbox if the secondary contact should be notified if the employee is either arrested or detained while at work.

 

Manage Change Requests (HTMCHANGES)

You can review emergency contact change requests for the arrest/detention notification preferences. The screen now displays proposed updates to the Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes in Field 7 and 11.

 

Activate Pending Change Requests (HTPCHANGES)

You can activate pending emergency contact preference updates submitted through change requests. The activation process now supports updating the Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes from the change request table.

 

Manage Employee Import User-Defined Format (AOMSUEBP)

The import format now supports including the Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes in the import process. To support this functionality, the new fields were added to the file layout for Record 5.

 

Import Employee Data (AOPUTLEL)

You can import the new emergency contact preference values along with other employee information. The following new fields on the EMPL table have been added to Record 5 for both fixed length and comma-separated file layouts:

• CONT_NOTIFY_1_FL

• CONT_NOTIFY_2_FL

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report screen now provides information for the new emergency contact preference fields. The data dictionary output now includes the new fields added to the Employee (EMPL) and Employee Info Audit (EMPL_ADT) tables.

• CONT_NOTIFY_1_FL

• CONT_NOTIFY_2_FL

Costpoint now supports the following California Paid Sick Leave accrual and used paid sick leave policies:

• Up-Front Policy

• For new hires, 24 hours or 3 days are available for use by the 120th calendar day of employment and 40 hours or 5 days must be available for use by the 200th calendar day of employment

• For existing employees, 40 hours or five days of paid sick leave per year and the full amount of this leave is made available for the employee’s use from the beginning of each year of employment, calendar year, or 12-month period

• You may limit each employee to use only 40 hours or 5 days of paid sick leave within a 12-month period.

• You can zero-out the employee’s paid sick leave balance at the end of the 12-month period

• The 12-month period may be based on the employee’s hire date, the leave year, or a date you specify.

• Accrual Policy

• Employees will each earn 1 hour of paid sick leave for every 30 hours worked

• Each employee may accrue up to 80 hours or 10 days in a 12-month period. Once this limit is reached, no additional hours will be accrued for the rest of the 12-month period.

• You may limit each employee to use only 40 hours or 5 days of paid sick leave within a 12-month period (note that the employee may accrue up to 80 hours or 10 days and carry a balance up to 80 hours or 10 days, but only use 40 hours or 5 days)

• You may limit the paid sick leave carryover balance to 80 hours or 10 days at the end of the 12-month period

• The 12-month period may be based on the employee’s hire date, the leave year, or a date You specify.

You can now cap how much paid sick leave an employee can use within a 12-month period (leave year or anniversary year), even when the employee’s available balance is higher. This helps you comply with California paid sick leave rules that allow employees to accrue more than the annual usage cap while still limiting annual usage.

Users who already have access to leave setup, leave processing, and timesheet screens can configure and enforce these caps through new used-leave setup options and validations. If you use accrual schedules other than the 1:30 schedule (one hour of paid sick leave for each 30 hours of work), Costpoint does not automatically adjust accruals to meet California’s 120/200-day minimums; you must enter a manual adjustment and post it. Also, timesheet validations only apply used-leave limits when the leave type is configured to limit annual usage.

Attention: For more information on California Paid Sick Leave, see:

• https://www.dir.ca.gov/dlse/California-Paid-Sick-Leave.html

• https://www.dir.ca.gov/dlse/paid_sick_leave.htm

• https://www.shrm.org/topics-tools/employment-law-compliance/california-frontload-sick-leave

 

Manage Leave Types (LDMLVTP)

You can now define whether and how Costpoint limits annual used leave for a leave type.

• You can configure whether the leave type applies an annual usage limit and how Costpoint measures that limit (leave year or anniversary year).

• You can control anniversary-year timing behavior used when applying annual used leave limits.

• The system validates mismatched setup between accrual limits and used leave limits to help prevent inconsistent configurations.

• The screen provides a new Used Leave group box where you can establish the rules for applying an annual limit to the leave an employee can use/charge on their timesheets. The settings in this group box can be used to do one or more of the following:

• Limit the leave an employee can use/charge in the leave year.

• Limit the leave an employee can use/charge in their anniversary year.

• If you are limiting leave based on anniversary year, these settings allow you to specify how the anniversary year dates should be derived should the year end on the employee’s anniversary date or start on the anniversary date.

The new fields are:

Field	Description
Used Leave Limitation Method	Use this setting if you need to limit the leave an employee can use in a year, regardless of their balance. For example, California Paid Sick Leave regulations state that an employee may accrue more than 40 hours or 5 days of paid sick leave, but the law allows employers to limit an employee’s use of paid sick leave to 40 hours or 5 days during a year. Valid options are: Limit an employee’s annual usage: Select this option to limit the leave an employee can use in a year. A validation will prevent users from using/charging more leave than the specified Annual Limit on Used Leave. The Annual Limit on Used Leave is established on the Manage Leave Codes screen and can vary based on an employee’s months of service. No annual limit on used leave: Select this method if there is no limit on how much leave an employee can charge/use in a year.
Annual Used Leave Limit Basis	If you are limiting an employee’s used leave for the year, use these options to specify whether the Annual Limit on Used Leave (specified in Manage Leave Codes) should be applied to the leave year dates assigned to the employee’s leave cycle or the employee’s anniversary year. Valid options are: Limit used leave per leave year: Select this option to cap the total leave an employee can take within the current leave year. The leave year dates are defined on the Manage Leave Periods screen, and the leave year linked to the open leave period is regarded as the current leave year. When entering or importing a timesheet, an error message will appear if the used leave exceeds the employee’s annual limit. This limit, known as the Annual Limit on Used Leave, is set on the Manage Leave Codes screen and depends on the employee’s months of service. Limit used leave per anniversary year: Choose this option to restrict the total leave an employee can take during their anniversary year. The dates for an employee’s anniversary year are determined by their Current Hire Date and the Anniversary Year Timing assigned to the leave type. If a Leave Hire Date is specified for the employee/leave type combination on the Manage Employee Leave screen, that date will override the Current Hire Date. When applying the annual limit to the employee’s anniversary year, an Anniversary Year Timing method must be selected and will be implemented as follows: If the Anniversary Year Timing is set to Ends on anniversary date, the anniversary year will begin on the day following the employee’s anniversary date and will conclude on their next anniversary date. If the Anniversary Year Timing is set to Starts on anniversary date, the anniversary year will begin on the employee’s anniversary or hire date and will conclude on the day before their next anniversary date. Not Applicable: This method will automatically be selected if the Used Leave Limitation Method is No annual limit on used leave.
Anniversary Year Timing	This setting is required if you are limiting the leave an employee can use during their anniversary year (Annual Used Leave Limit Basis is Limit used leave per anniversary year). Use this setting to specify whether the employee’s anniversary year starts or ends in the period containing their anniversary date. Valid options are: Ends on anniversary date: Select this option if the employee’s anniversary year will end on their anniversary date. The start date for that year will be the day that followed their prior anniversary date or hire date. For example, if the employee’s Hire Date is 07/12/2019 and the current open leave period is 05/01/2026 to 05/15/2026, the employee’s current anniversary year dates would be 07/13/2025 to 07/12/2026. Starts on anniversary date: Select this option if the employee’s anniversary year will start on their anniversary date or hire date. The end date for that year will be the day before their next anniversary date. For example, if the employee’s Hire Date is 07/12/2019 and the current open leave period is 05/01/2026 to 05/15/2026, the employee’s current anniversary year dates would be 07/12/2025 to 07/11/2026. Not Applicable: This method will automatically be selected if the Used Leave Annual Used Leave Limit Basis is not based on the employee’s anniversary year.

 

Manage Leave Codes screen (LDMLVTAB)

You can now enter the annual used leave limits by months of service and configure new compute methods that support California Paid Sick Leave requirements. The changes are:

• The screen includes a new Used Leave Limits subtask where you define annual used leave caps by months of service.

• The screen supports new compute methods that help model California up-front rules, including accruals based on days of employment and annual accrual in the first period:

• DE1-Leave period including Days of Employment: This method provides the employee with a lump sum accrual in the leave period which includes the specified Days of Employment. If you select this option, you must enter at least one record in the Days of Employment Computation Schedule subtask.

• DE2-Leave period prior to Days of Employment: Using this method, employees will accrue hours in the leave period before the one that includes the specified days of employment. This method is beneficial when compliance with a law requires a certain number of hours be available to the employee by a specific number of days of employment. If you select this option, you must enter at least one record in the Days of Employment Computation Schedule subtask.

• FRSTPD-Annually in first period: This method provides employees with a lump sum accrual at the start of each year. If you select this option, you must use the Annual Accrual Limit Basis setting on the Manage Leave Types screen for the corresponding leave type to specify whether the year is based on the Leave Cycle’s open leave year or the employee’s anniversary year.

• The screen includes a Days of Employment Computation Schedule subtask for maintaining day-based schedules used by the new compute methods.

• Screen labels were updated.

• A new Used Leave Limits Subtask allows you to maintain annual used leave limits by months of service when annual usage limits apply. The subtask contains the following fields:

Field

Description

Months of Service

Enter the number of months of completed service for which the used leave limit rule applies. This column determines which line of the table will be used to determine the limit amount. After an employee completes the designated months of service, the employee’s used leave for the leave year or anniversary year will be limited by the specified Annual Limit on Used Leave when timesheets are entered or imported An employee’s months of service is based on the Leave Hire Date if it’s assigned to the employee and leave type in the Manage Employee Leave screen. It is also based on the Months of Service Calculation method selected on the Configure Leave Settings screen. If the method is Leave Period Start Date and the employee completed the designated months of service on or before the open leave period start date, then the corresponding accrual rate and ceiling amounts will be applied. If the method is Leave Period End Date and the employee completes the designated months of service on or before the open leave period end date, then the corresponding accrual rate and ceiling amounts will be applied. For example, if you enter 12 in this field, the employee accrues the leave rate after completing 12 months of service. The table below shows the possible period when the new accrual rate takes effect. Hire Date Method 12 Months Leave Period in which employee completes designated months of service 02/01/17 Start 02/01/18 02/01/18 – 02/14/18 02/10/17 Start 02/10/18 02/15/18 – 02/28/18 02/01/17 End 02/01/18 02/01/18 – 02/14/18 02/10/17 End 02/10/18 02/01/18 – 02/14/18 Note: Costpoint uses calendar months when determining time periods that are fractions of a year (for example, 1/31/00 to 2/28/00 = 1 month, as does 01/28/00 to 02/28/00, 02/28/00 to 03/31/00 = 1 month, and so on). This does not apply to the deferral of leave because days, rather than months, are entered in the Days to Defer Leave Usage field. When you select Leave Period Start Date in the Months of Service Calculation group box on the Configure Leave Settings screen, the start dates for semi-monthly payroll periods are the 1st and the 16th of the month. If a leave hire date is assigned to the employee and leave type on the Manage Employee Leave screen, then months of service is based on the specified leave hire date. Otherwise, if no leave hire date is specified, the months of service is based on the employee’s current hire date from the Manage Employee Information screen.

Annual Limit on Used Leave

If the leave type is tracked by hours and is set up to apply a limit to the leave an employee may use in a year, use this field to specify the maximum number of hours an employee may use. The timesheet entry and import applications will impose a limit on the annual used leave. If leave is tracked by amount, enter the maximum amount an employee may charge in a year. Rules for used leave limitations can be set up on the Manage Leave Types screen.

• A new Days of Employment Computation Schedule subtask becomes available for day-based compute methods (DE1 and DE2) and stores the schedule rows used by those methods.

Field	Description
Months of Service	This column displays the Months of Service from the parent Leave Computation Settings record.
Days of Employment	Use this field to specify the days of employment that will trigger the specified accrual. Table 1 Example: Months of Service Compute Method Days of Employment Accrual Rate 0 DE1-Leave period including Days of Employment 45 20.0000 With this setup, employees will get 20.00 hours of accrual in the leave period that includes the employee’s 45th day of employment. This field will only be enabled if the Compute Method is DE1-Leave period including Days of Employment or DE2- Leave period prior to Days of Employment.
Accrual Rate	Enter the accrual rate for the specified compute method. Enter the value in hours if the leave type is tracked by hours. Otherwise, enter the value as an amount if the leave type is tracked by amount. This field is only needed for the following compute methods: If the Compute Method is DE1-Leave period including Days of Employment, the Compute Leave Accruals process will grant the accrual rate to the assigned employees in the leave period which includes the specified days of employment. For example, if the employee’s Current Hire Date is 08/11/2024 and the Days of Employment is 90, the employee will receive the accrual in the leave period which includes 11/08/2024, which is 90 days following the employee’s hire date. If the Compute Method is DE2- Leave period prior to Days of Employment, the Compute Leave Accruals process will grant the accrual rate to the assigned employees in the leave period prior to the period which includes the specified days of employment. For example, if the employee’s Current Hire Date is 08/11/2024, the Days of Employment is 90, and the leave cycle is Semi-Monthly, the employee will receive the accrual in the 10/16/2024 – 10/31/2024 leave period which precedes the period that includes 11/08/2024, which is 90 days following the employee’s hire date.

Notes

This free-form field allows you to enter notes relating to the accrual.

 

Manage Employee Leave (LDMELV)

The Manage Employee Leave screen now allows you to view anniversary-year used leave details when the leave type uses anniversary-year annual usage limits. The changes are:

• The screen displays anniversary-year used leave information for employees when the leave type limits annual used leave by anniversary year.

• The screen calculates and populates the anniversary-year used leave values dynamically based on employee and leave selections.

• The anniversary-year used leave values are display-only and are not stored in the database.

To support these new features, the following fields were added:

Field	Description
Annual used limit is based on anniversary year	This will be a display-only check box that will indicate if the leave type’s annual used leave limit is applied to the employee’s anniversary year. If this check box is selected, the user should expect to see the employee’s Anniversary Year Accrual dates and total displayed on the screen.
Anniversary Year Used Leave Group Box	If the leave type is configured to impose a limit on the anniversary year used leave, this section will show the anniversary dates for the employee/leave type combination and the total used leave from the anniversary start date to the open leave period. If the leave type is configured to impose a limit on the annual used leave during the leave year, rather than the anniversary year, the fields in this group box will not be populated.
Start Date	This field displays the beginning of the employee’s anniversary year. This field will only be populated if the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year on the Manage Leave Types screen. The date is determined by the leave type’s configuration on the Manage Leave Types screen: If the leave type’s Annual Used Leave Limit Basis is set to Limit used leave per leave year, the leave type used leave limitation is based on the leave year so this field will not be populated If the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year and the Anniversary Year Timing is Ends on anniversary date, the start date is the day after the employee’s previous anniversary date or hire date. If the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year and the Anniversary Year Timing is Starts on anniversary date, the start date is the employee’s anniversary date or hire date. If the leave type’s annual used leave limit is based on the employee’s anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee’s anniversary year dates instead of the employee’s Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary year start date when an existing record is queried.
End Date	This field displays the end of the employee’s anniversary year. This field will only be populated if the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year on the Manage Leave Types screen. The date is determined by the leave type’s configuration in Manage Leave Types: If the leave type’s Annual Used Leave Limit Basis is set to Limit used leave per leave year on the Manage Leave Types screen, the leave type used leave limitation is based on the leave year so this field will not be populated. If the Annual Used Leave Limit Basis is Limit used leave per anniversary year and the Anniversary Year Timing is Ends on anniversary date on the Manage Leave Types screen, the end date is the employee’s anniversary date. If the Annual Used Leave Limit Basis is Limit used leave per anniversary year and the Anniversary Year Timing is Starts on anniversary date on the Manage Leave Types screen, the end date is the day before the employee’s next anniversary date. If the leave type’s annual used leave limit is based on the employee’s anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee’s anniversary year dates instead of the employee’s Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary year end date when an existing record is queried.
Anniversary Year Used	This field displays the employee’s total used leave between the specified anniversary year start and end dates. If the leave type is tracked by hours, this will be the employee’s total used leave hours from the View Leave History table where the Leave Period End Date falls within the anniversary year, from the anniversary year start date through anniversary year end date. Otherwise, if the leave type is tracked by amount, this will be the employee’s total used leave amount from the View Leave History table where the Leave Period End Date falls within the anniversary year, from the anniversary year start date through the anniversary year end date. This field will only be populated if the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year on the Manage Leave Types screen. If the leave type’s annual used leave limit is based on the employee’s anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee’s anniversary year dates instead of the Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary dates when an existing record is queried, and it will use those dates to determine the employee’s total accrual for the year.

Note: The changes on the Manage Employee Leave screen are also applied to the Leave subtask on the Manage Employee Information screen.

 

Compute Leave Accruals (LDPCLHF)

The Compute Leave Accruals screen now has the ability to calculate employee accrual based on the new leave code compute methods:

• DE1-Leave period including Days of Employment: With this method, employees will receive the assigned Accrual Rate in the period in which they attain the specified days of employment

• DE2-Leave period prior to Days of Employment: With this method, employees will receive the assigned Accrual Rate in the period prior to the leave period in which the specified days of employment falls.

• FRSTPD-Annually in first period: With this method, employees will receive the assigned Accrual Rate in the first period of each year. Users will need to specify whether the accrual should be attained in the first period of the leave year or the first period of the employee’s anniversary year. They will also need to specify whether the anniversary year starts or ends on the employee’s anniversary date.

The Annual Accrual Limit logic was updated to include the annual accrual limits from the new leave code compute methods.

 

Export Data to Deltek Time and Expense (LDPDTC)

The Export Data to Deltek Time and Expense screen now exports annual used leave limit information and the date range used to evaluate year-to-date usage. The update include the following:

• The export includes annual used leave limit values and the applicable start/end dates used to determine year-to-date used leave.

• When no annual used leave limit applies, the exported usage limit and date values default to NULL.

• The export logic includes performance-related updates to employee leave handling.

 

Manage Timesheets (LDMTIME)

The Manage Timesheets screen now validates used leave charges against annual used leave limits when the leave type is configured to apply annual usage limits. The screen applies the used leave ceiling only when the leave type is set up to limit annual usage. If the leave type is not configured to limit annual usage, the screen ignores used leave limit setup on related leave code configuration.

Note: The updates on the Manage Timesheets screen for this feature also apply to the Manage Correcting Timesheets screen.

 

Import Timesheets from Deltek Time and Expense screen (LDPUPET)

The Import Timesheets from Deltek Time and Expense screen now validates imported used leave charges against annual used leave limits when annual usage limits apply. The import logic recognizes used-leave ceilings and triggers errors when imported charges exceed the annual used leave limit and the leave type is configured to limit annual usage.

 

Import Timesheets screen (AOPUTLTS)

The Import Timesheets screen now validates imported used leave charges against annual used leave limits when annual usage limits apply. The import logic recognizes used-leave ceilings and triggers errors when imported charges exceed the annual used leave limit and the leave type is configured to limit annual usage.

The tax tables of Guam were updated to align with the 2026 federal percentage method tables.

Attention: For more information, see: https://www.irs.gov/forms-pubs/about-publication-15-t.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11992_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Hawaii published the latest Employer’s Tax Guide for tax withholding starting January 1, 2026. The extra lump sum withholding allowance amount increased from $1,650 to $4,350.

Attention: For more information, see: https://files.hawaii.gov/tax/news/pubs/25BkltA.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11963.

Illinois released the 2026 Withholding Tax Tables. The value of a state allowance increases from $2,850 to $2,925.

Attention: For more information, see: https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/withholding/documents/currentyear/il-700-t.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11988_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Indiana’s state income tax rate decreases from 3.00% to 2.95%.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11966.

Louisiana released the 2026 tax withholding tables. The following are the updates:

• The standard deductions for Single or Married-Separate filing statuses increased from $12,500 to $12,875.

• The standard deductions for Married-Joint, Qualified Surviving Spouse, or Head of Household filing statuses increased from $25,000 to $25,750.

Attention: For more information, see: https://doa.louisiana.gov/media/0uafjmat/2601emr014.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11988_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Maryland released the latest income tax rates and brackets. The changes are:

• Two Maryland counties adjusted their income tax rates for 2026:

• Allegany County, from 3.03% to 3.20%

• Kent County, from 3.20%. to 3.30%

• The standard deduction increases from $3,350 to $3,400.

 

Percentage Method

Each local income tax percentage rate in the calculation associated with a jurisdiction listed at right either matches or closely approximates the listed local tax rate for that jurisdiction, without going below the actual tax rate.

To find the proper calculation, click on the jurisdiction where the employee lives.

For lump sum distribution or annual bonus select the jurisdiction and use the rate listed at the bottom of that page.

For employees who are not residents of Maryland, use the Nonresident link which does not include local tax. However, the calculation provides for the special nonresident tax, which is calculated using the lowest local tax rate in effect for the tax year.

For employees who are residents of Maryland, but are working in Delaware or other nonreciprocal states, use the link labeled Delaware. The calculation for the Delaware link includes the local tax and credit for income taxes paid to another state.

Local Tax Area	2025 Tax Year	2026 Tax Year
Allegany County	.0303 (PDF)	.0320 (PDF)
Anne Arundel County	.0270 (PDF) (I) .0294 (PDF) (I) .0320 (PDF) (I)	.0270 (PDF) (III) .0294 (PDF) (III) .0320 (PDF) (III)
Baltimore City	.0320 (PDF)	.0320 (PDF)
Baltimore County	.0320 (PDF)	.0320 (PDF)
Calvert County	.0320 (PDF)	.0320 (PDF)
Caroline County	.0320 (PDF)	.0320 (PDF)
Carroll County	.0303 (PDF)	.0303 (PDF)
Cecil County	.0274 (PDF)	.0274 (PDF)
Charles County	.0303 (PDF)	.0303 (PDF)
Dorchester County	.0330 (PDF)	.0330 (PDF)
Frederick County	.0225 (PDF) (II) .0275 (PDF) (II) .0296 (PDF) (II) .0320 (PDF) (II)	.0225 (PDF) (IV) .0275 (PDF) (IV) .0296 (PDF) (IV) .0320 (PDF) (IV)
Garrett County	.0265 (PDF)	.0265 (PDF)
Harford County	.0306 (PDF)	.0306 (PDF)
Howard County	.0320 (PDF)	.0320 (PDF)
Kent County	.0320 (PDF)	.0330 (PDF)
Montgomery County	.0320 (PDF)	.0320 (PDF)
Prince George's County	.0320 (PDF)	.0320 (PDF)
Queen Anne's County	.0320 (PDF)	.0320 (PDF)
St. Mary's County	.0320 (PDF)	.0320 (PDF)
Somerset County	.0320 (PDF)	.0320 (PDF)
Talbot County	.0240 (PDF)	.0240 (PDF)
Washington County	.0295 (PDF)	.0295 (PDF)
Wicomico County	.0320 (PDF)	.0320 (PDF)
Worcester County	.0225 (PDF)	.0225 (PDF)
Nonresidents	.0225 (PDF)	.0225 (PDF)
Delaware (PDF)

Attention: For more information, see: Maryland Income Tax Rates and Brackets

 

This enhancement requires:

• cp82_bundle_CYE2025_002.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

• cp82_dbc_820_12021_001.zip

Massachusetts provided the draft of Circular M (Income Tax Withholding Tables at 5.0% Effective January 1, 2026. Percentage Method Tables updated to include 4% Surtax.) The inflation-adjusted threshold for the surtax increased from $1,083,150 to $1,107,750.

Attention: For more information, see: https://www.mass.gov/doc/draft-massachusetts-circular-m-income-tax-withholding-tables-at-50-effective-january-1-2026/download.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11988_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Michigan released the latest Income Tax Withholding Guide. The value of a state allowance increases from $5,800 to $5,900.

Attention: For more information see: 2026 Michigan Income Tax Withholding Guide.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11988_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Minnesota released the 2026 Income Tax Withholding Instruction Booklet and Tax Tables effective January 1, 2026. The changes are:

• The value of a state allowance increased from $5,200 to $5,300.

• The tax brackets used in the percentage method were adjusted.

Attention: For more information, see: https://www.revenue.state.mn.us/sites/default/files/2025-12/wh-inst-26.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11978.

Mississippi released the Computer Payroll Accounting – For Periods in 2026. The withholding tax rate has decreased from 4.4% to 4.0%.

Attention: For more information, see: https://www.dor.ms.gov/sites/default/files/business/Computer%20Payroll%20Flowchart%20-%20updated%208-13-25.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11988_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Missouri released the 2026 withholding tax formula with the following changes:

• The state’s standard deductions have increased for all filing statuses.

• The tax brackets used in the percentage method were adjusted.

Attention: For more information, see: https://dor.mo.gov/forms/Withholding%20Formula_2026.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11958.

Montana released the latest withholding tax tables with the following updates:

• The top marginal rate reduced from 5.9% to 5.65%.

• The tax brackets used in the percentage method were adjusted for all filing statuses.

Attention: For more information, see: https://revenuefiles.mt.gov/files/Forms/Montana_Employer_and_Information_Agent_Guide_with_Tax_Tables.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11963.

Nebraska published the latest Nebraska Income Tax Withholding on Wages, Pensions and Annuities, and Gambling Winnings Paid on or after January 1, 2026. The changes are:

• The annual state allowance increased from $2,360 to $2,440.

• The tax brackets have been adjusted with tax rate range of zero to 4.60%, instead of the previous range of zero to 5.37%.

• The flat supplemental tax rate decreased from 5% to 3.5%.

Attention: For more information, see: https://revenue.nebraska.gov/sites/default/files/doc/business/Cir_En_2025/2026cir_en_whole.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11963.

This enhancement adds a new system deduction type for New York Paid Family and Medical Leave (NYPFML) so you can track and report these amounts separately from other deductions, especially for W-2 Box 14 and third-party payroll processors such as ADP. By using a distinct deduction type, you can clearly identify New York PFML deductions and contributions without sharing the MISC deduction type with unrelated items, which reduces mapping errors and improves reporting accuracy.

 

Manage Deductions (PRMDED)

You can now select the dedicated deduction type for New York, NYPFML (New York Paid Fam & Med Lv)from the Deduction Type field lookup on the Manage Deductions screen.

When you select NYPFML from the Deduction Type field, the Contributions checkbox on the deduction record is enabled which allows you to track employer contributions.

 

This enhancement requires the following:

• cp82_dbc_820_11989_001.zip

• cp82_bundle_CYE2025_002.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

New Mexico published the withholding tax and tax tables for the percentage method of withholding effective January 1, 2026. The tax brackets used in the percentage method were adjusted.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Attention: For more information, see: https://www.tax.newmexico.gov/all-nm-taxes/current-historic-tax-rates-overview/withholding-tax-rates/.

This enhancement requires patch dbc_820_11942.

North Carolina released the 2026 Income Tax Withholding Tables and Instructions for Employers. The changes are:

• The withholding tax rate decreased from 4.35% to 4.09%.

• The supplemental tax rate decreased from 4.35% to 4.09%.

Attention: For more information, see: https://www.ncdor.gov/income-tax-withholding-tables-and-instructions-employers/open.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11976.

North Dakota release the Income Tax Withholding Rates and Instructions for wages paid in 2026. The tax brackets for the percentage method have been adjusted.

Attention: For more information, see: https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2026-iit/2026-income-tax-withholding-rates-booklet.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11992_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Ohio provided the latest employer withholding guidelines for 2026. The supplemental tax rate decreased from 3.5% to 2.75%.

Attention: For more information, see: https://tax.ohio.gov/business/employer-withholding.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires:

• cp82_bundle_CYE2025_002.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

• patch dbc_820_12021

Oregon released the latest Withholding Tax Formulas effective January 1, 2026. The changes are:

• The federal tax adjustment amount increased from $8,500 to $8,750 for an employee with annual wages up to $50,000.

• The federal tax adjustment phase out amounts table for an employee with annual wages $50,000 or greater has changed in 2025.

• The tax table has changed for an employee with annual wages up to $50,000.

• The tax table has changed for an employee with annual wages $50,000 or higher.

• The allowance amount increased from $256 to $263.

• The standard deduction amount increased from $2,835 to $2,910 for an employee filing “Single” with fewer than 3 allowances.

• The standard deduction amount increased from $5,670 to $5,820 for an employee filing “Single” with 3 or more allowances.

• The standard deduction amount increased from $5,670 to $5,820 for an employee filing “Married”.

Attention: For more information, see: https://www.oregon.gov/dor/forms/FormsPubs/withholding-tax-formulas_206-436_2026.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11988_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Rhode Island released the latest Employer’s Income Tax Withholding Tables. The updates are:

• The tax brackets used in the percentage method were adjusted for all filing statuses.

• The annual wage threshold above which the value of an allowance becomes zero increased from $283,250 to $290,800.

Attention: For more information, see: https://tax.ri.gov/sites/g/files/xkgbur541/files/2025-12/2026%20Withholding%20Tax%20Booklet.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11963.

Vermont released the 2026 Income Tax Withholding Instructions, Tables, and Charts, effective January 1, 2026. The changes are:

• The value of a state allowance increased from $5,300 to $5,400 annually.

• The tax brackets used in the percentage method were adjusted.

Attention: For more information, see: https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2026.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 Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11978.

Under Vermont’s new Unemployment Insurance system, ICESA will be the only file format accepted for SUTA quarterly reporting. The 80-byte formats (Format 1 and Format 2) and the SSA format will no longer be supported.

Note: The rollout of the new system does not have a go-live date yet but is being targeted for spring/summer this year.

Costpoint has been updated to support this requirement.

Attention: For more information, see:

• ICESA Format File Specifications: https://labor.vermont.gov/sites/labor/files/documents/ICESA%20Format%20File%20Specifications%20.pdf

• UI Modernization Project: https://labor.vermont.gov/doc/unemployment-insurance/ui-modernization

 

Manage SUTA Tax File Data (PRMSMM)

If you enter VT (Vermont) in the State field, the application applies the following:

• Enable the following:

• Media Transmitter/Auth. No./Suffix Code/EFT field

• Contact Name field

• Telephone Number field

• Ext field

• Employee Count Method drop-down list

• EnablePay Types Excluded in Hours Worked subtask

• Display an error if the Media Transmitter/Auth. No./Suffix Code/EFT field value is not numeric.

 

Create Quarterly SUTA Tax File (PRPSMM)

To support Vermont’s requirements, the Create Quarterly SUTA Tax File screen adds a Business Status (Vermont) drop-down field in the Other Filing Info group box:

Field	Description
Business Status (Vermont)	Select the appropriate business status for Vermont. Not applicable No employees/discontinued operations Change in ownership Change in address or name Change in payroll service provider Not applicable shall be displayed by default.

 

If you enter VT in the State field, the screen enables the following:

• Computer Manufacturer field

• File Layout field

• ICESA option from the File Layout drop-down list

• Business Status (Vermont) drop-down field

• Employee Count group box

The tax tables of Virgin Islands were updated to align with the 2026 federal percentage method tables.

Attention: For more information, see: https://www.irs.gov/forms-pubs/about-publication-15-t.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11992_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

The Pay Type field across various screens, database tables, and integration/input fileshas been updated to allow up to 15 characters.  This change affects the following applications:

 

Application	Update
Manage Vendor Employees (APMVEMPL)	Field length increased for Pay Type
Print Vendor Employee Detail Report (APRVEMPL)	Printed report must display Pay Type up to 15 characters
Post Vouchers (APPPOSTV)	Posted vouchers must store Pay Type in voucher table
Reverse Posted Vouchers (APPREVVR)	Reversed posted vouchers must store Pay Type in voucher table
Manage Subcontractor Detail (SMMSUBC)	Field length increased for Pay Type
Print Subcontractor Detail Report (SMRSUBCD)	Printed report must display Pay Type up to 15 characters
View Work Assignment Status (SMQWA)	Field length increased for Pay Type
View Manufacturing Order Status (PCQMOST)	(Manufacturing Order Status > Timesheet) Field length increased for Pay Type
Archive Subcontractor Details (SMPARCH)	Archived subcontractor details must store Pay Type in archive tables
Import Subcontractor Detail (SMPSUBC)	Report must display Pay Type up to 15 characters
Approve Subcontractor Invoices (SMMAINVC) / Manage Subcontractor Invoices (SMMMINVC) / Approve PO Invoices (POMAINVC) / Manage Invoices (SPMINVC) / Manage Purchase Order Vouchers (POMPOVCH)	(Voucher Line > Vendor Labor > Vendor Labor Details) Field length increased for Pay Type
Manage Invoices (SPMINVC)	(Manage Invoices > Timesheet Information) Field length increased for Pay Type
View Purchase Order Status (POQSTAT) View Item Purchasing Information (MEQITEM) View Purchase Order Status (RCQSTAT) View Item Purchasing Information (POQITEM) View Purchase Requisition Status (PPQRQSTS)	(PO Status Inquiry > Purchase Order Lines > Work Assignments > Charges > Invoices > Vendor Labor > Vendor Labor Details) Field length increased for Pay Type
Create Subcontractor Invoices (SMPINVC)	Created vouchers must store Pay Type in voucher table

 

Updated Database Tables

Application	Database Table
Approve Subcontractor Invoices (SMMAINVC) Manage Subcontractor Invoices (SMMMINVC) Approve PO Invoices (POMAINVC) Manage Invoices (SPMINVC) Manage Purchase Order Vouchers (POMPOVCH)	VCHR_LAB_VEND_TS.PAY_TYPE  VCHR_LAB_VEND_TS_HS.PAY_TYPE SUBC_TS_LN.PAY_TYPE Z_SPMINVC_LN_VTS.PAY_TYPE Z_SPMINVC_TS_VEND.PAY_TYPE
View Purchase Order Status (POQSTAT) View Item Purchasing Information (MEQITEM) View Purchase Order Status (RCQSTAT) View Item Purchasing Information (POQITEM) View Purchase Requisition Status (PPQRQSTS)	VCHR_LAB_VEND_TS.PAY_TYPE VCHR_LAB_VEND_TS_HS.PAY_TYPE SUBC_TS_LN.PAY_TYPE
Create Subcontractor Invoices (SMPINVC)	Z_SMPINVC_LN_VTS Z_SMPINVC_TS_LN Z_SMPINVC_TS_VEND
Import Purchase Order Vouchers (AOPPOVCH)	Z_VEND_LABTS.PAY_TYPE Z_VEND_LABTS_INPUT.PAY_TYPE

 

Input File Adjustments

Application	Database Table
Import Purchase Order Vouchers (AOPPOVCH)	PAY_TYPE
Import Vendor Employees (APPUTLVE)	DFLT_PAY_TYPE
Import Project Master Data (PJPPREP)	REG_PAY_TYPE

 

These changes require the following:

• cp82_dbc_820_11945_001.zip

• cp82_pompovch_008.zip 

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Note: The Opt-In capability is available to Costpoint Cloud Customers only.

As an administrator, use the new 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 2026.2 features include the option to opt-in:

• • Expand Pay Type Field

  • Multicurrency Support for Mods and Ceilings

  • Optimized Billing Posting to Reduce Rollback Risk

  • AI-Assisted Approval for Customer Product Bills

  • AI-Assisted Approval for Project Product Bills

  • Approval Button Removed from Quick Entry

  • Quick Entry Expense Authorization Enhancements

  • Quick Entry Expense Report Enhancements

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:

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2026.2 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.

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

The Agentic Financial Close is a centralized interface designed to provide real-time visibility into AI-driven financial processing tasks. It enables users to monitor, manage, and respond to AI operations across three key stages of financial workflows:

• Transaction processing

• Subledger analysis

• Financial statement review

 

Key Features:

• AI Task Metrics: View the number of records processed, analyzed, or flagged by AI agents.

• Exception Management: Access a centralized view of flagged items across all AI tasks, with drill-down capabilities for task-specific exception details.

• Actionable Controls: Capture mitigation actions and navigate directly to Costpoint applications to resolve flagged exceptions from the dashboard. This feature reduces manual intervention, enhances oversight of AI operations, and improves confidence in automated financial workflows.

Users can now export Drill reports to MS Excel and PDF directly from the Command Center. This enhancement addresses the limitation caused by the disabled application bar for reports launched from the Command Center, allowing users to generate reports in formats other than HTML. Dedicated buttons for Export to XLS and Export to PDF have been added to streamline the export process.

Updates were made to the following reports with the aim to standardize prompting behavior and styles across multiple reports, ensuring consistency and improving usability.

 

• Resource Activity Report: This report displays how employees charged their time.

• Charge Activity Report: Supervisors use this report to review the hours charged in their projects.

• Work Hours by Day by Resource Report: This report displays the breakdown of Work Hours charged by day by employees that a supervisor has role over in Time & Expense.

• Work Hours by Day by Project Report: Use this report to see the breakdown of Work Hours charged by day by projects that a supervisor has a role over in Time & Expense.

• Expense Charge Activity Report: Use this report to see expenses charged and billable amounts for employees by project.

• Expense Resource Activity Report: Resource Managers use this report to see how employees that they have a role over have charged their time.

These updates ensure consistent styling, improved usability, and enhanced functionality across all reports.

Folders are now organized by user roles, with a dedicated folder for Drill Reports to streamline access and organization. Additionally, a new group has been created to separately secure the planning tab, allowing it to be added or removed as needed for enhanced flexibility and control.

Users with access to multiple roles can now display tabs specific to a single role within the Cognos interface. This targeted view simplifies the review process by focusing on relevant Command Center tabs for the selected role. The role switcher has been relocated from the Costpoint iframe to the Cognos window, providing a more streamlined and integrated user experience.

The Time & Expense Manager Command Center is a centralized dashboard designed for managers responsible for overseeing timesheets, expense reports, and team compliance. This interface consolidates key information and tasks, enabling managers to:

• View Team Schedule & Calendar: Access team availability, including office presence, leave, and work travel.

• Monitor Leave Balances: Review up-to-date leave balances for proactive time-off management.

• Track Pending Tasks: Identify and address outstanding timesheets, expense reports, leave requests, and corrections requiring approval.

• Run Reports: Generate essential reports, such as labor utilization, team hours by project, and expense summaries, directly from the dashboard. This feature simplifies managerial workflows, reduces manual tracking, and enhances operational efficiency by centralizing critical tools and information in one location.

• Audit Floor Check History (New): Review floor check results captured at the time Daily Floor Check notifications were sent.

• Timesheet Status Report (New): See the status of recent timesheets of their employees.

Costpoint now offers an automated process for creating Accounts Payable vouchers. This update introduces several enhancements that streamline data entry, improve accuracy, and expand how you can submit and process invoices.

Using Costpoint’s AI assistant, Dela, you can upload invoices directly through Dela’s chat functionality, including via Dela in Microsoft Teams.

Dela classifies the uploaded document, extracts key invoice details, and presents the information for your review. You can then update fields, apply default values, and receive immediate feedback on any required corrections. After the information is confirmed, Dela guides you through creating the voucher.

These enhancements support faster and more accurate invoice processing and allow you to complete tasks without manually accessing any AP voucher screen. By reducing manual effort and improving data quality, this update modernizes AP workflows and establishes a foundation for future automation and expanded document intake options.

 

Configure Accounts Payable Voucher Settings (APMSETVR)

The ConfigureAccounts Payable Voucher Settings screen now includes the Dela Import group box. This section lets you enable or disable Dela’s voucher creation functionality and set default values for vouchers created through Dela. You can define defaults for the following fields:

• Vendor

• Account

• Organization

• Project

These defaults are applied when Dela creates vouchers from invoices submitted through chat. Because you are not in an AP voucher entry screen during these submissions, Costpoint uses the configured values so the voucher can be created without interruption. You can review and update these values later during normal AP processing.

 

Dela Accounts Payable Voucher Creation

You can now upload and process vendor invoices through the Ask Dela chat window in Costpoint or Dela in Microsoft Teams and let Dela automatically create Accounts Payable vouchers for those invoices.

When you upload a document, Dela identifies its type, such as a vendor invoice, travel receipt, or contract. If the document is recognized as a vendor invoice, Dela uses existing document scanning capabilities to extract key invoice details and presents the results for your review.

You can confirm or modify the extracted information and instruct Dela to create the voucher. If any issues occur, Dela displays the errors and allows you to update the information and try again.

Once a voucher is created, Dela provides the voucher number as a link. When you click the voucher number, the Manage Accounts Payable Vouchers screen opens and automatically displays the new voucher.

To use this functionality, you must select Enable Dela Imports in Configure Accounts Payable Voucher Settings.

Costpoint now includes a cash receipt approval workflow that supports stronger internal controls and clearer separation of duties by routing entered receipts to authorized approvers who can review and approve receipts individually or in bulk. 

In addition, this feature also offers a receipt submission functionality that lets you enter receipts as drafts and submit them only when the details are complete and finalized, making it easier to distinguish receipts that are ready for approval or posting from those that still need modification.

 

Feature Highlights:

• Cash Receipt Submission: Users can save receipts as drafts and submit them only when finalized.

• Approver Assignments: Administrators can assign approvers by user, group, or department.

• Approval Screen: Approvers access a dedicated screen that allows them to filter, search, and approve one or multiple pending receipts.

• Receipt Detail Review: Approvers can review header data, line details, user information, timestamps, and attachments.

• Approval Actions: Approvers can approve one or multiple receipts at a time. The system records the approver and timestamp for each action.

• Audit Trail: All approval actions are logged to support review requirements.

• Security Controls: Only users with approver permissions can access and approve receipts.

• Updated Reporting: Approver information now displays in cash receipt inquiries and reports.

 

Configure Accounts Receivable Settings (ARMSETNG)

New options are now available on the Configure Accounts Receivable Settings screen to support cash receipt approvals. These settings allow you to control when approvals are required and whether new receipts start in draft status.

• Require Approvals for Cash Receipts: Select this checkbox to require approval before cash receipts can be posted.

• Approval for Cash Receipts Required Above: Enter an amount to define when approval is needed. Receipts with total functional debit amounts greater than this value will require approval. This field is available only if you selected Require Approvals for Cash Receipts.

• Create New Cash Receipts in Draft Status: Select this checkbox to create all new cash receipts in draft status and enable the submission workflow. When you select this checkbox, you will be able to modify draft receipts before submitting them for approval.

 

Manage Cash Receipts (ARMCR)

The Manage Cash Receipts screen now supports the entry and maintenance of draft receipts, and also now indicates if a cash receipt has already been approved. 

The following fields have been added to support these functionalities: 

• Submit: Use this button to submit a draft receipt. When you click this button, the Entry Status of the receipt is updated to Submitted.

This button displays only if Create New Cash Receipts in Draft Status is selected in Configure Accounts Receivable Settings.

• Approved: This checkbox indicates if a cash receipt has been approved. This field displays only if Require Approvals for Cash Receipts is selected in Configure Accounts Receivable Settings. 

• Entry Status: This field displays whether a receipt is a draft or has been submitted. This field displays only if Create New Cash Receipts in Draft Status is selected in Configure Accounts Receivable Settings.

When the draft functionality is enabled, new receipts are automatically saved with an Entry Status of Draft. You can edit draft receipts as often as needed before submission, allowing you to ensure accuracy of receipt details before they are finalized.

A control for cancelling submissions is also available. For submitted receipts, the Submit button changes to Unsubmit. This button is available for submitted receipts as long as they have not yet been posted. When you click this button, the Entry Status reverts to Draft, allowing you to make further changes before resubmitting.

For newly entered cash receipts or those newly created from other Costpoint screens, the following default values are applied to the Approved checkbox and Entry Status field depending on the settings in Configure Accounts Receivable Settings:

Approvals	Draft Status	Within Approval Threshold	Action
Enabled	Enabled	Yes/No	Approved = Cleared Entry Status = Draft
Disabled	Enabled	N/A	Approved = Cleared Entry Status = Draft
Enabled	Disabled	No	Approved = Cleared Entry Status = Hidden
		Yes	Approved = Selected Entry Status = Hidden
Disabled	Disabled	N/A	Approved = Selected Entry Status = Hidden

 

For cash receipts already existing prior to this enhancement, the Approved checkbox defaults to selected and the Entry Status defaults to Submitted.

In addition, the following new fields now display in the output when you generate a Quick Cash Receipts Edit report:

• Approved

• Approval User

• Approval Date

• Entry Status

 

Post Cash Receipts (ARPCR)

The posting process has been updated to ensure that only approved cash receipts are posted when Require Approvals for Cash Receipts is selected in Configure Accounts Receivable Settings. 

This enhancement prevents unapproved receipts from being posted and allows users to continue reviewing or updating them until they are ready for approval and posting.

In addition, when you post cash receipts, the following approval details are recorded in the Cash Receipts Header History table (CASH_RECPT_HDR_HS):

• Approved

• Approval Date

• Approval User

 

Configure Cash Receipts Approver Settings (ARMSETA)

A new screen, Configure Cash Receipts Approver Settings, has been added to Costpoint. This screen allows you to assign approvers for cash receipts and link entry users to appropriate approvers. 

You can access this screen in Accounting » Accounts Receivable » Accounts Receivable Controls.

When a user enters a cash receipt that requires approval, the approvers linked to their account on this screen can view the receipt on the Approve Cash Receipts screen and complete the approval process.

The screen includes the Approver and Name fields, which you use to set up approvers. It also includes the Link Users subtask. Use this subtask to connect entry users to their assigned approvers.

 

Approve Cash Receipts (ARMCRA)

The new Approve Cash Receipts screen has been added to support the review and approval of cash receipts by designated approvers.

You can access this screen in Accounting » Accounts Receivable » Cash Receipts Processing.

The screen includes an Identification group box which has the following fields:

• Approver: This field displays the current user’s ID. 

• Cash Receipts Approval Required Above: This field displays the value of the same field in Configure Accounts Receivable Settings.

It also has table windows that correspond to the table windows in Manage Cash Receipts, but all fields are read only except for the Appr checkbox, which you can select or clear to mark a receipt as approved or not approved.

Only receipts that meet the following criteria display on this screen:

• Receipts that are not yet posted

• Receipts with an Entry Status of Submitted

• Receipts that were entered by a user that is linked to your Approver ID in Configure Cash Receipts Approver Settings

If your user account is not set up as an approver in Configure Cash Receipts Approver Settings, no records will display on this screen and the message “You are not authorized to approve cash receipts” displays.

 

Copy/Reverse Cash Receipts (ARPRESCR)

The Copy/Reverse Cash Receipts screen has been enhanced to automatically assign default approval and entry status values based on the approval and draft settings in Configure Accounts Receivable Settings. 

This ensures that copied or reversed receipts follow the same workflow rules as newly entered receipts.

When you copy or reverse a cash receipt, the following default values are applied to the Approved checkbox and Entry Status field in Manage Cash Receipts depending on the settings in Configure Accounts Receivable Settings: 

Approvals	Draft Status	Within Approval Threshold	Action
Enabled	Enabled	Yes/No	Approved = Cleared Entry Status = Draft
Disabled	Enabled	N/A	Approved = Cleared Entry Status = Draft
Enabled	Disabled	No	Approved = Cleared Entry Status = Hidden
		Yes	Approved = Selected Entry Status = Hidden
Disabled	Disabled	N/A	Approved = Selected Entry Status = Hidden

 

Print Cash Receipts Edit Report (ARRCR)

When you print a Cash Receipts Edit report, the following fields now display in the output:

• Approval User

• Approval Date

• Entry Status
  

View Cash Receipts (ARQCR)

The View Cash Receipts screen now includes Approval User in the selection criteria, allowing you to filter and view cash receipts based on the approver.

The screen also includes the following new fields in the Cash Receipts Header table window to provide better visibility into each receipt’s status and approval history:

• Entry Status

• Approved

• Approval User

• Approval Date

Costpoint can now detect anomalies in your income statements and balance sheets for an accounting period. This feature uses Dela to analyze historical patterns, calculate variances, and identify missing activity to highlight unusual variances in your financial data. Detected anomalies are saved in the database so you can review them for further investigation.
You can track deviations at the organization or account level, giving you a clearer view of where unexpected activity is occurring. The analysis determines which accounts or lines in the current period qualify as anomalies, helping you quickly spot irregularities, investigate their root causes, and reduce the time you spend on manual review during closing periods.

 

Create General Ledger Report Tables (GLPCRRPT)

You now have the option to activate Dela’s financial anomaly detection feature when you create general ledger report tables.

When you activate anomaly detection, Dela generates an analysis based on data from RPT_FS_COMPARE table for the specified fiscal year and period. Dela uses your configuration settings to determine the balance sheet, income statement, and the organization and account level to include in the analysis.

To run the financial anomaly detection feature, use the newly added AI Analysis group box. It has the following fields:

• Run AI Anomaly Analysis: Select this checkbox to execute the financial anomaly detection process when you create general ledger report tables.

If you select this checkbox, the Option for the Accounting Period selection range must be One.

• Balance Sheet Financial Statement Code: Use this field to enter or select the balance sheet to be analyzed.

• Income Statement Financial Statement Code: Use this field to enter or select the income statement to be analyzed.

• Income Statement Organization Level: Use this field to enter the organization level of the income statements to be analyzed. Enter 0 to include all organization levels.

• Account Level: Use this field to enter the account level to be analyzed. Enter 0 to include all account levels.

• Materiality Threshold: Use this field to enter the maximum value that Dela should ignore during analysis.

 

Dela Analysis for Financial Anomaly

When you run an anomaly analysis, Dela first checks each line or activity against the materiality threshold. Any item that does not exceed the threshold is excluded from the analysis. For all remaining items, Dela calculates the following:

• Period Percentage Variance

(actual vs. budget) (current period actual amount - current period budget amount) / current period budget amount

• Year-to-date Percentage Variance

(actual vs budget) (YTD period actual amount - YTD period budget amount) / YTD period budget amount

• Period-over-period change

(current period actual amount –prior period actual amount) / prior period actual amount

• Year-over-year change

(YTD actual amount - prior YTD actual amount) / prior year YTD actual amount

• Year-to-date Variance Amount

YTD budget amount - YTD actual amount  

• Period Variance Amount

current period budget amount - current period actual amount

• Prior Period Variance Amount

current period actual amount  -  prior period actual amount

• Prior Year-to-date Variance Amount

YTD actual amount - prior year YTD actual amount

After calculating these values, Dela compares the results with the most recent two years of historical data and flags any items that deviate from established financial patterns. All identified anomalies are saved in the database for reference and follow up. After the analysis is complete, you can view the records marked as anomalous on the Financial Anomaly Analysis screen to support your review and investigation.

 

Financial Anomaly Analysis (GLQFSA)

The Financial Anomaly Analysis screen has been added to Costpoint to help you review and investigate variances in your financial data. It displays the anomalies that Dela identifies when you run the anomaly analysis process in Create General Ledger Report Tables.

You can access this screen in General Ledger » General Ledger Reports/Inquiries » Inquiries.
The screen provides multiple selection ranges that allow you to filter the records you want to review. You can view either balance sheets or income statements for a specific fiscal year and accounting period. You can also choose to display data for a single organization or a range of organizations.

It also has the Details subtask which displays each financial statement line flagged by Dela as anomalous. The Details subtask has the following fields:

Field	Description
FS Line	This field displays the line title for the financial statement line. You can click the value of this field to view additional information about the FS Line. When you click the link, the Financial Statement Comparison Inquiry screen opens and automatically displays the corresponding financial statement.
Organization	This field displays the organization ID.
Organization Name	This field displays the name of the organization.
Dela Reason	This field displays Dela’s rationale why it flagged the record as an anomaly.
Fiscal Year	This field displays the fiscal year you entered in the Selection Ranges group box.
Period	This field displays the value you entered in the Period field of the Selection Ranges group box.
FS Code	This field displays the financial statement code.
Period Amount	This field displays the financial statement line for the selected period.
YTD Amount	This field displays the year-to-date balance amount for the financial statement line.
Period Budget	This field displays the FS line budget amount for the selected period.
YTD Budget	This field displays the year-to-date budget amount.
YTD Var %	This field displays the percentage difference between the YTD budget and YTD balance.
Period Var %	This field displays the percentage difference between the budget and the balance for the selected period.
Period over Period Chg	This field displays the percentage change between the current period amount and the prior period amount.
Year over Year Chg	This field displays the percentage change between the current year balance and the prior year balance.
Pd Var	This field displays the difference between the budget and balance for the selected period.
YTD Var	This field displays the difference between the YTD budget and YTD balance.
Prior Pd Var	This field displays the difference between the balances for the current period and preceding period.
Prior YTD Var	This field displays the difference between the current YTD balance and the YTD balance for preceding fiscal year.
Prior YTD Amount	This field displays the YTD balance for the preceding fiscal year.
Prior Period Amount	This field displays the financial statement line balance for the preceding period.

The Details subtask also includes the Account/Organization Details subtask, which allows you to drill down into the account and organization details associated with each FS Line displayed in the Details subtask.

It has the following fields:

Field	Description
Account	This field displays the Account ID. You can click the value of this field to view account activity information. When you click the link, the View General Ledger Activity screen opens and automatically displays the corresponding account activity details.
Organization	This field displays the organization ID.
Organization Name	This field displays the name of the organization.
Dela Reason	This field displays Dela’s rationale why it flagged the record as an anomaly.
Fiscal Year	This field displays the fiscal year you entered in the Selection Ranges group box.
Period	This field displays the value you entered in the Period field of the Selection Ranges group box.
Period Amount	This field displays the account balance for the selected period.
YTD Amount	This field displays the year-to-date amount for the account.
Period Budget	This field displays the account budget amount for the selected period.
YTD Budget	This field displays the year-to-date budget amount for the account.
YTD Var%	This field displays the difference between the YTD budget and YTD balance.
Period Var %	This field displays the percentage change between the account budget and account balance for the selected period.
Period over Period Chg	This field displays the percentage change between the account’s current period amount and the prior period amount.
Year over Year Chg	This field displays the percentage change between the account’s current year balance and the prior year balance.
Pd Var	This field displays the difference between the account budget and account balance for the selected period.
YTD Var	This field displays the difference between the account’s YTD budget and YTD balance.
Prior Pd Var	This field displays the difference between the current and previous period account balances.
Prior YTD Var	This field displays the difference between the account’s current YTD balance and its YTD balance for preceding fiscal year.
Prior YTD Amount	This field displays the account’s YTD balance for the preceding fiscal year.
Prior Period Amount	This field displays the account balance for the preceding period.

The Intelligent Contract Assistant in Ask Dela enhances contract management in Costpoint by providing accurate, context-aware contract responses and in-conversation actions based on authoritative contract data.

With this update, you can identify and manage contract risk directly in Ask Dela. This includes:

• Reviewing risk-related context provided in responses

• Marking a contract as "At Risk"

• Removing the "At Risk" indicator

The Intelligent Contract Assistant is an ongoing agent that continuously learns and adapts to deliver improved contract responses over time, supporting scenarios such as risk status, funding utilization, billing performance, and compliance checks.

To learn more about using Ask Dela for contracts, click the Help icon on the Ask Dela window, navigate to the Contracts section, and watch the Contracts overview video or click any of the suggested prompts.

For additional details, visit the Ask Dela page in the Deltek Learning Hub.

The CMMC Level field has been fully removed from Costpoint. In an earlier release, this field was disabled and retained for reference only while Costpoint transitioned away from the CMMC 1.0 model. Because there are no direct mappings between CMMC 1.0 and CMMC 2.0, existing values could not be carried forward into the new, more flexible rating approach that you can define yourself.

As part of this transition, the CMMC Level field has now been removed from the following applications and database table:

• Manage Subcontracts (CTMSBCNTR)

• Manage Contract Management Vendor Info (CTMVEND)

• Approve Prospective Vendors (CTMVENDA)

• Manage Vendors (APMVEND)

• Manage Vendors (SPMVEND)

• Manage Prospective Vendors (APMPRVEND)

• Approve Prospective Vendors (APMPRVENDA)

• VEND database table populated by Import Vendors (AOPUTLVU)

To continue capturing CMMC and other compliance-related information, use the Manage Vendor Certifications (APMVENCERT) screen. This screen allows you to define certifications and configure certification levels and statuses. Certification data entered in this application is also available through the Vendor Certifications subtask on supported screens.

A new breadcrumb-style tooltip reveals the full application path when you hover over the application name, making it easy to see exactly where you are in Costpoint. Clicking the application title instantly opens the main navigation with the current application selected.

Administrators can now customize the learning videos bar on the Welcome screen by adding links to organization-specific training content. Videos can be managed, reordered, and targeted by company or user group, ensuring relevant content is shown to the appropriate users. As a result, users can access learning videos aligned with their roles and responsibilities, making it easier to learn new features, onboard to new processes, and follow key workflows.

 

These videos can be managed in the Manage Educational Videos subtask under Configure System Settings, Corporate Settings, General Settings tab.

You can now pin Ask Dela to the screen, keeping it always visible in a docked panel on the right side of the screen. This allows you to interact with Dela without interrupting your work. Previously, Ask Dela appeared as an overlay that could block application content and limit continuous interaction. With this update, your primary application remains fully visible on the left, providing a stable, always visible AI experience that makes Dela a natural part of your day-to-day work in Costpoint.

Costpoint now supports MCP Servers, allowing you to securely connect Ask Dela to third-party AI agents and tools using the Model Context Protocol (MCP). Configure the MCP server URL in the Configuration Utility, then register and enable MCP servers in the Manage System Integration Accounts app, where you can review available tools and assign permissions to users or groups. This governed integration provides secure, role-based access to external AI capabilities, supports user-defined tool names and descriptions, visually identifies responses by the originating MCP tool, and retains conversation history. Activating MCP server integration may require submitting a Support ticket in accordance with current integration practices.

The Print action is now available on the Action Bar for Print applications, offering drop-down functionality identical to Print Record under Print in the Right Context menu. This enhancement streamlines access to printing options, ensuring consistency and ease of use across the application.

The Ask Dela Quick Help section has been redesigned to provide a more intuitive and visually engaging experience, with a new categorized layout that improves content organization and navigation. It now includes a library of short 1-minute videos demonstrating how to use Ask Dela for each domain, with the list of available videos adjusted to show only those relevant to the currently logged-in user based on their access. A new “Find out more about Ask Dela” area also provides links to guided learning resources and an introductory video.

The View Action and Report Status application, previously accessible from the Process menu in the Classic UI, is now available in the new UI under Keyboard Shortcuts on the Right Context menu. The feature maintains the same behavior as in the previous interface.

Costpoint now offers compatibility with Windows 2025 Server when running Oracle WebLogic, enhancing stability and performance for users operating in updated environments. This improvement ensures continued reliability and optimal system operation for organizations leveraging the latest Windows server technology.

Ad hoc (unscheduled) job email notifications now include the system name, consistent with scheduled job email notifications. This enhancement enables you to identify whether the job was executed in Production or a test environment, ensuring uniform information is provided across all job email notifications.

The MR Installer now includes Oracle's new version of IIS plug-in DLLs.

This enhancement is to make the tax code visible and editable in the Manage Purchase Orders screen at the PO line level. The default from the ship ID should stay the same, but buyers should be able to change the tax code without modifying the ship ID.

Create PO Vouchers from POs/Receipts (POPPOVCH)

Modify the logic to reference PO_LN.SALES_TAX_CD and PO_LN.SALES_TAX_RT when generating PO Vouchers from PO Receipts. Additionally, the application now stores the tax rate in VCHR_LN.SALES_TAX_RT.

 

Create Subcontract Purchase Order Vouchers (POPSCVCH)

Modify the logic to reference PO_LN.SALES_TAX_CD and PO_LN.SALES_TAX_RT when generating PO Vouchers from PO Receipts. Additionally, the application now stores the tax rate in VCHR_LN.SALES_TAX_RT.

These changes require the following:

• cp82_poppovch_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

This future feature will allow you to use functionalities related to Maintenance, Repair, and Overhaul (MRO) in Costpoint.

This change requires the following:

• cp82_dbc_820_11839_001.zip

• cp82_sypcomp_001.zip

• cp82_dbc_820_11890_001.zip

• cp82_cmnlib_pdmibilllib_001.zip

• cp82_cmnlib_rumroutlib_002.zip

• cp82_dbm_820_11833_001.zip

• cp82_dbc_820_11837_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

This enhancement added new controls for the Unit of Measure (UoM) field in the Manage Parts screen. Administrators can now configure a global setting to trigger either a hard error (preventing changes) or a warning message when the UoM is modified. This ensures dependent fields remain consistent and users are alerted to the impact of changes.

 

Setup Company (SYPCOMP)

The new settings from Product Definition defaults when you set up a new company.

Configure Product Definition Settings (PDMITMRU)

A new drop-down option, Modifications to Units of Measure, allows you to choose whether users receive a warning or a hard error when attempting to change a part’s Unit of Measure while inventory exists. These settings apply globally per company and influence how U/M changes are handled in Manage Parts. 

Note: In addition to adjusting inventory, other considerations are required such as quantity on BOMs. current MO requirements, inventory reservations, sales order quantities, forecase quantities, requisitions and purchase orders. 

You should first adjust the quantity in inventory to zero.

• In Inspection – The original receipt can be reversed back and changes to the PO could be required.

• In MRB – Inspection will have to be done to move the quantity to On-Hand or back to receipt where the receipt can be reversed.

• On-Hand: User can back it all back to receipt and then reverse the receipt or perform a Quantity Adjustment to zero the On-Hand quantity. 

When all quantity has been removed, you can then bring the quantity back into inventory to the correct unit of measure.

• Receive Purchase Order and verify new conversion works.

• Quantity Adjustment for the new unit of measurement with correct costs (cost on the outgoing adjustment should equal the incoming adjustment – with new unit costs) 

Purchase Orders and Requisitions

• Consider activity against the order. If transactions exists, you can back out the receipt and fix the PO in which case and adjustment is not required.

• If back out the quantity is not an option, then close out the line before changes are made to the Part Master and a new line for the balance to avoid conversion error issues.

 

Manage Parts (PDMPART)

The Manage Parts screen now validates U/M changes using the new global setting:

• Warning Scenario: When inventory exists and the setting is “W,” you see a warning message alerting you of potential inventory/ledger discrepancies.

• Error Scenario: When inventory exists and the setting is “E,” you are blocked from changing the U/M until inventory is reduced to zero.

 

These changes require the following:

• cp82_dbc_820_11974_001.zip

• cp82_sypcomp_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

New query fields are added to several applications to allow you to serach by vendor or buyer name, and see delivery schedules for a purchase order.

Manage Purchase Order Receipts (RCMPORC)

You can now search for purchase order receipts by vendor name and vendor ID. In addition, the Vendor ID has been added as a new field and repositioned in the header.

 

Manage Simple Purchase Requisitions (PPMQREQ)

You can now query simple purchase requisitions using the Suggested Vendor Name.

 

Manage Purchase Orders (POMMAIN)

You can now query purchase orders using the buyer name; the Delivery Schedule Exists is now also availabe in the PO lines query dialog.

 

These changes require the following:

• cp82_pommain_009.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

This feature will allow you to prepare for CPSR audits faster by using an AI agent to review procurement transactions for audit readiness. Using the AI agent, you should be able to:

• check whether a purchase order (PO) is audit-ready.

• review POs based on your company’s audit rules

• see clear results such as Audit Ready, Needs Review, or Not Ready, along with factors that may need attention.

 

The following are the upcoming changes for each affected applications:

Configure Purchasing Settings (POMSET)

You can now set audit readiness criteria in the Audit Readiness tab to define the areas and weighted scores you want to include in the audit readiness analysis that is available in Manage Purchase Orders. This includes the following:

• Voucher/Receipt Cost

• FAR Clause

• Vendor Exclusion

• DPAS Rating

• Requisition

• Request for Quotes

• Awarded Quote

• Awarded Quote Reason

• Procurement Type

• Contract Type

• NAICS Code

• Business Size

Note: The total score of all selected criteria must be equal to 100%. If you select a criterion, its weight cannot be blank or zero.

Manage Purchase Orders (POMMAIN)

You can now review a purchase order's audit readiness using the Audit Readiness button. When clicked, a dialog box appears with readiness scores in the areas defined in the Purchasing Settings. Low scoring areas indicate that follow up is needed to help the purchase order meet your defined audit readiness requirements.

In addition, two new fields are added:

Contract Type: Specifies the pricing arrangement and risk allocation between contractor and government, ensuring compliance with FAR and DFARS. It determines necessary cost analysis, documentation, and approval levels for compliance and audit readiness.

Awarded Quote Reason: Enter the reason code for awarding the specific quote to the purchase order.

 

Archive Purchase Orders (POPARCH)

You can now keep awarded quote reason data when archiving purchase orders.

 

Purchase Order Change Orders (POMCHNG)

You can now preserve awarded quote reason details when creating change orders.

Expedite Purchase Orders (POMEXPD)

You can view contract type on PO line accounts when expediting purchase orders.

 

View Purchase Order Status (POQSTAT)

You can now see all newly added PO fields, will be able to see all new audit-related fields—such as Contract Type and Awarded Quote Reason—when viewing PO lines.

 

Import Purchase Orders (AOPUTLPO)

You can now import awarded quote and awarded quote reason code through the input file. Validatons have been added to check whether Quote IDs and Reason Code exist before import completes.

Create Purchase Orders (PPPGPO)

Costpoint now automatically carries over the quote award reason into newly created purchase orders from requisitions.

 

Setup Company (SYPCOMP)

You can now configure new audit readiness options when setting up a new company.

 

These changes require the following:

• cp82_sypcomp_001.zip

• cp82_pppgpo_004.zip

• cp82_dbc_820_11948_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The AI (Dela) Vendor Suggestion Agent helps buyers quickly identify the best vendors when creating Request for Quotes (RFQs). Instead of manually analyzing vendor history and performance, you can now ask the agent to suggest vendors based on scoring rules you control.

You can now ask the agent, Dela, to suggest vendors for an RFQ. Dela reviews the:

• Item details and quantities

• Delivery requirements

• Vendor history (past purchases, RFQs, performance)

• Preferred and approved vendor settings

The agent ranks vendors using scoring criteria and shows the top matches. You will also see a breakdown explaining why the vendor is recommended.

Configure Purchase Order Settings (POMSET)

You can now configure and maintain scoring setup via the new Vendor Scoring Criteria group box so you can define how vendors are evaluated.

You can now enable and assign weights to:

• Vendor Qualification: preferred, approved, or historical suppliers

• Cost: lowest pricing history receives highest score

• Quality: rejection and defect rates

• Delivery Performance: on-time, early, or late deliveries

Note: The total score of all selected criteria must equal 100%. If you select a criterion, its weight cannot be blank or zero.

Setup Company (SYPCOMP)

New Vendor Scoring Criteria options are now included when setting up new companies.

Apply PO Info to Purchase Requisition (PPMNTRQ2)

When you click the new Vendor Suggestion triggers the agent to analyze the requisition and suggest vendors. 

Note: You need to set up the scoring to make this button work. The following are the pre-requisite to use this button:

• Dela must be enabled in Configure System Settings.

• Vendor scoring criteria must be set up in Configure Purchase Order Settings.

 

Prerequisite

Before enabling this feature for buyers, confirm that:

• DELA is enabled

• Vendor Suggestion Criteria are configured

• Criteria weights total 100%

• Vendors are active and eligible

• Historical transaction data exists

When all items are complete, the AI RFQ Vendor Suggestion Agent is ready for use.

You are not required to be within any specific applications, such as:

• Manage Request for Quotes By Vendor (PPMRFQV)

• Manage Request for Quotes By Item (PPMRFQI)

• Apply PO Info to Purchase Requisitions (PPMNTRQ2)

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

To interact with the DELA agent. You can open the Dela agent even when no applications are currently active.

If you are working within either the PPMNTRQ2 or PPMRQLN applications, they have the option to click the Vendor Suggestions button to prompt the Dela agent. This allows the agent to suggest vendors for a requisition as part of the RFQ creation process.

The same change applies to Apply PO Info to Purchase Requisition by Line (PPMRQLN).

Manage Request for Quotes by Item (PPMRFQI)

You can now get vendor suggestions for RFQ creation when you click the new Vendor Suggestion button. If you try to use Vendor Suggestion without entering a quantity, Dela will ask you to enter one. 

These changes require the following:

• cp82_cmnlib_pompolib_005.zip

• cp82_dbm_820_11808_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

You can now run processes concurrently with other users in Create Purchase Order Accruals (POPACCR) even when logged in in separate companies. If multiple users are logged into the same company, they will still not be able to run the Create Purchase Order Accruals simultaneously as this only impacts multi-company users.

You can now view vendor certification details in the Manage Vendors (SPMVEND) application through a new, read-only Vendor Certifications subtask. This enhancement gives Supplier Portal users clear visibility into current certification information, making it easier to review and confirm certification status.

If updates are needed, Supplier Portal users can request changes by entering a message in the Notes field on the Action Information tab. These requests are emailed to the vendor administrator and recorded in the Action History for tracking.

As part of this update, the CMMC (Cybersecurity Maturity Model Certification) field has been removed and replaced by the new Vendor Certifications subtask.

This update introduces enhanced defaulting logic for the Middle Eastern or North African (MENA) category within the Costpoint - Talent Management integration. The enhancement ensures accurate and compliant mapping between incoming Talent Management values and Costpoint’s RACE_ETHNIC table, including support for the MENA race code.

This improvement aligns with federal regulatory updates and helps organizations maintain consistent and accurate EEO-1 race/ethnicity reporting.

 

Transfer Talent Management Data (EMPHRSDAT)

When you import an employee record from Talent Management with a race code of Middle Eastern or North African (not Hispanic or Latino), the application automatically sets employee’s Race Code (S_RACE_CD) to MENA in the Employee (EMPL) table.

 

Deltek Talent Management

In Deltek Talent Management, the MENA race code category is inactive by default. Administrators can enable the new category by clicking # of Options in the Race row through Settings > Administration > Recruiting > Configuration > Diversity Data Collection for the Recruiting module.

Attention: For more information, see: https://help.deltek.com/Product/TalentManagement/Documentation/18.5%20Release%20Notes.html

This enhancement updates Costpoint work tables to support a longer Time & Expense (ET) Batch ID when you import timesheets from Deltek Time & Expense in co-deployed environments. The change ensures compatibility with Time & Expense auto-export processing, which requires additional characters to maintain batch uniqueness.

The update applies only when Costpoint retrieves timesheet data directly from Time & Expense database tables. It does not change the Deltek Time & Expense ASCII timesheet file layout, which continues to use a 10-character batch ID.

 

Import Timesheets from Deltek Time and Expense screen (LDPUPET)

This enhancement updates internal work tables used by the Import Timesheets from Deltek Time and Expense screen to accommodate a longer batch identifier when processing timesheets from co-deployed Deltek Time & Expense environments. Work table columns that store the ET Batch ID now supports up to 20 characters instead of 10.

The Pay Type field in Costpoint has been expanded to allow more flexibility when defining pay type codes. This update increased the maximum length of the Pay Type field from 3 characters to 15 characters across all relevant screens, including the following:

• Configure Benefit Settings (HBMSET)

• Configure Labor Settings (LDMLABOR)

• Export Data to Deltek Time and Expense (LDPDTC)

• Export Project Manufacturing Data (LDPEXPM)

• Import Employee Data (AOPUTLEL)

• Import Timesheets (AOPUTLTS)

• Import Timesheets from Deltek Time and Expense (LDPUPET)

• Manage Allowance Codes (LDMADD)

• Manage Benefit Plans (HBMBPSET)

• Manage Deduction Modify Codes (PRMMC)

• Manage Deductions (PRMDED)

• Manage Employee Garnishments (PRMEGARN)

• Manage Employee Information (LDMEINFO)

• Manage Employee Timesheet Line Type Defaults (LDMELSET)

• Manage Fringe Modify Codes (LDMFMC)

• Manage Job Templates (HPMREQR)

• Manage Leave Types (LDMLVTP)

• Manage Non-Budgeted Compensation Pay Types (HSMNBPAY)

• Manage Overtime Premium Recast Charge Codes (LDMOTP)

• Manage Pay Type Restrictions (LDMPAYTR)

• Manage Pay Type Taxability (PRMPAYTT)

• Manage Pay Types (LDMPAYTP)

• Manage SUTA Tax File Data (PRMSMM)

• Manage Timesheet Line Type Defaults (LDMLSET)

• Manage Correcting Timesheets (LDMCTIME)

• Manage Timesheets (LDMTIME)

• Manage Union Profiles (LDMUNPRO)

• Manage Workers' Compensation Modify Codes (PRMWCMC)

• Print Data Dictionary Report (SYRDD)

• Transfer Talent Management Data (EMPHRSDAT)

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

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

• User interface screens

• Reports

• Lookup fields

• File layouts

Note: If your organization uses import or export templates or custom reports that include the Pay Type field, updates to your templates may be required.

In this release, you can recalculate labor costs for union employees using the Recalculate Labor Cost for Union Employees option on the Apply Timesheet Adjustments in Batch Mode screen. This enhancement lets you decide whether to use the union profile’s GLC Hourly Rate or the employee’s Hourly Amount when a timesheet line’s project is not linked to a union profile.

This feature is available when union functionality is enabled on the Configure Labor Settings screen and when you choose the new Recalculate Labor Cost for Union Employees process type.

This recalculation only applies to union employees and to timesheets that are not yet labor posted, payroll computed, reversed, auto-adjusted, or prorated, and that do not represent union fringe lines. If there is no union profile for the required union, local, labor category, and date combination and you have not chosen to use the employee hourly rate, the batch process records an error instead of calculating a zero labor cost.

 

Apply Timesheet Adjustments in Batch Mode screen (LDPAUTO)

This release adds a new union-specific process type and an optional checkbox on the Apply Timesheet Adjustments in Batch Mode screen so you can recalculate union labor costs using either the union profile’s GLC Hourly Rate or the employee’s Hourly Amount when the project is not linked to a union profile. The new checkboxes are:

Field	Description
Recalculate Labor Cost for Union Employees	Select this option to recalculate timesheet labor costs for union employees. If the project on the timesheet line is not linked to a union profile, you can choose to use the employee’s hourly rate from the Manage Employee Salary Information screen by selecting the Use employee hourly rate if project not linked to Union Profile checkbox.
Use employee hourly rate if project not linked to the Union Profile	Select this checkbox to use a union employee's hourly amount from Manage Employee Salary Information if the timesheet line project is not assigned to the union profile or there is no union profile for the Union/Local/GLC/Timesheet Date combination. If the timesheet line project is linked to the union profile, then the GLC Hourly Rate will be used to calculate the labor cost. If you clear this checkbox, the union profile’s GLC Hourly Rate will always be used to calculate the labor cost for a union employee. If no union profile record can be found for the Union/Local/GLC/Date combination, then an error message will be generated and you will need to create the missing union profile record. This checkbox will be replaced by a system-wide setting on the Configure Labor Settings screen in a future version of Costpoint .

 

This enhancement requires the following:

• cp82_ldpauto_004.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

This enhancement adds additional user-defined labels so you can include the WFH indicator (and other future third-party data needs) in payroll tax exports.

Before you generate a payroll tax export file, you must establish the settings on the Configure Payroll Tax Export Settings screen for the company you logged into. You must use one of the new user-defined labels for the Ohio Regional Income Tax Agency (RITA) Work from Home (WFH) indicator.

 

Configure Payroll Tax Export Settings (PRMEXTAX)

You can now use the new Additional User-Defined Labels subtask to define and manage user-defined labels that support third-party reporting needs, including the Ohio RITA WFH indicator. Costpoint now stores these additional labels in a new database table that holds nine additional user-defined labels for payroll tax export configuration.

You can now define six user-defined labels for Employee Tax (ET) records across the Employee Tax (ET) Record – State, Employee Tax (ET) Record – SUTA, and Employee Tax (ET) Record – Local group boxes:

Field	Description
Employee (EE) Record	A group box for the user-defined labels in Employee (EE) Record. EE User-Defined Label 1 EE User-Defined Label 2 EE User-Defined Label 3
Employee Tax (ET) Record – State	A group box for the user-defined labels for state tax in Employee Tax (ET) Record. ET User-Defined Label 1 ET User-Defined Label 2
Employee Tax (ET) Record – SUTA	A group box for the user-defined labels for state unemployment tax (SUTA) in Employee Tax (ET) Record. ET User-Defined Label 3 ET User-Defined Label 4
Employee Tax (ET) Record – Local	A group box for the user-defined labels for local tax in Employee Tax (ET) Record. ET User-Defined Label 5 ET User-Defined Label 6

 

Export Payroll Taxes (PRPEXTAX)

When you run the Export Payroll Taxes process, the export file layout includes additional user-defined information fields based on the user-defined label mapping you set up on the Configure Payroll Tax Export Settings screen.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report screen now provides information for the new fields added for this feature.

 

How to Set Up the Ohio RITA WFH Indicator

To set up the Ohio RITA WFH Indicator in Costpoint, you need to:

1. Create the user-defined label.

2. Assign the WFH indicator to the employee.

3. Add the add the user-defined label on the payroll tax export settings.

The next sections provide more detail for these steps.

To create the user-defined label, complete the following steps:

1. In the Manage Employee User-Defined Labels screen, add a new record to represent the user-defined field.

2. Set up the following values for the new record:

Field	Description
Sequence Number	Enter a sequence number, for example, 4.
Data Type	Enter Text.
Labels	Enter a label that will display on the Manage Employee User-Defined Information screen, for example, RITA WFH INDICATOR.
Help Description	Enter a description, for example, Ohio RITA Work from Home Indicator.
Costpoint Validation	Leave this field blank.
Validated Text	Select the Validated Text box
Required	Leave the Required checkbox cleared.

3. In the Validated Text subtask, insert the following records:

Row	Setting
Row 1	Use the following settings: Text: Enter N. Description: Enter Employee works at work location.
Row 2	Use the following settings: Text: Enter Q. Description: Enter Employee works at qualified remote work location.
Row 3	Use the following settings: Text: Enter Y. Description: Enter Employee works from home.

To assign the WFH Indicator to the employee, complete the following steps:

1. In the Manage Employee User-Defined Information screen, assign the appropriate WFH indicator to the employee.

2. Click Query to find and select the employee ID for which you want to enter data.

3. Use Lookup to select a valid value for the Text Value field.

4. Click Save.

To add the user-defined label to the payroll tax export settings, complete the following steps:

1. In the Configure Payroll Tax Export Settings screen, click the Additional User-Defined Labels subtask.

2. In the ET User-Defined Label 1 field, enter or use Lookup to select the user-defined label RITA WFH INDICATOR.

Note: When you run the Export Payroll Taxes process, the value of the RITA WFH INDICATOR is included in the Employee Tax Record for the STEE tax type in Field 95.

The View Employee Earnings screen now displays overtime premium details for each employee, supporting the 2025 “One Big Beautiful Bill Act” (OBBBA) compliance and year-end W-2 reporting.

A new Overtime Premium Amount subtask displays the Fair Labor Standards Act (FLSA) overtime premium amounts for each employee. The information on this subtask is populated automatically by the Recompute Taxable Wages process and is read-only in this view. This enables payroll administrators to audit and verify the data before W-2 creation, ensuring compliance with OBBBA and IRS requirements. The subtask will be populated by if audit tracking is enabled.

The subtask displays the following fields:

Field	Description
Timesheet Date	This field displays the timesheet date from the associated timesheet.
Timesheet Type	This field displays the timesheet type from the associated timesheet.
Overtime Pay Type	This field displays the overtime Pay Type for the timesheet line data.
Overtime Hours	This field displays the overtime hours for the timesheet.
Overtime Hourly Rate/Weighted Average Rate	This field displays the employee’s overtime hourly rate or weighted average rate. This rate will be used to calculate the overtime premium amount.
Pay Type Factor	This field displays the Pay Type Factor for the timesheet line data.
Hourly Base Rate	This field displays the regular hourly rate based on the Overtime Rate/Weighted Average rate divided by the Pay Type Factor.
Overtime Premium Rate	This field displays the overtime premium rate. It is a calculated field that is equal to half of the employee’s hourly rate.
Overtime Premium Amount	This field displays the overtime premium amount. It is a calculated field that is equal to the overtime premium rate multiplied by the overtime hours.

You can now budget units by cost, by revenue, or alongside other Costpoint revenue formulas in Project Budgets/EAC. This enhancement aligns Planning with capabilities already available in the Budgeting & ETC application of Projects domain, providing more flexible and comprehensive budgeting options.

 

Units Added to Revenue Setup/Ceilings Subtask

New fields were added to the Revenue Setup subtask to streamline revenue calculations. The subtask now supports unit-based budgeting to improve budget configuration.

Field	Description
Units	A new budget category that allows you to choose how you want the system to calculate revenue. You can select Rev on Cost, Rev on Burden, or Fee on Cost/Burden. Note: This applies only to projects or EACs with a Working status.
Use Unit Price	Select this check box to calculate revenue using the unit price from the Contract Line Item Number in Projects » Project Setup » Unit Pricing Information.

 

New Units Subtask

A new Units subtask is now available to improve revenue setup and ceiling configuration. This subtask automatically displays unit-related details based on the options you select during revenue setup, helping you ensure accurate and consistent data management.

The Units subtask includes the following fields:

Field	Description
Warnings	This field displays the number of warnings that occurred per record.
Item Type *	Select the item type you want to enter. Choose from the following options: Contract Line-Item Number (CLIN) Price Catalog
CLIN/Catalog *	Select the CLIN/Catalog you want to enter.
Item *	Select the item you want to enter.
Revision	This field displays the revision number of the resource.
Acct ID *	This field displays the account ID of the resource.
Org ID *	This field displays the organization ID of the resource.
Vendor	This field displays the vendor’s name of the resource.
Subcontract No	This field displays the subcontract number of the resource.
Cost Per Unit	This field displays the cost per unit of the resource.
Unit Price	This field displays the unit price of the resource.
Rev	Clear the check box if you do not want revenue calculated on this resource.
Brd	Clear the check box if you do not want burden calculated on this resource.
Cost	Clear the check box if you do not want cost calculated on this resource.
Total	This field totals the numbers for each resource during the date range selected for the budget

Note: For additional information on using this screen, see online Help.

 

Revenue Analysis Subtask

A collapsible Units row was added to improve data organization and visibility. The Hours column label was updated to Hours/Quantity to more accurately reflect the values displayed. These updates introduce unit-based functionality, providing deeper visibility into revenue insights.

 

Analysis by Period Subtask

A collapsible Units row was added to improve data organization and visibility. The Hours column label was updated to Hrly/Unit Rate to more accurately reflect its calculation requirements. This enhancement now supports unit-based analysis, enabling more detailed period evaluations.

 

Related Updates

Modify Maintain Account Mapping

To support the enhancement, a new Units option was added to the Budget Sheet drop-down list and the Budget Sheet filter menu.

Note: Access the screen from Administration » Administration Controls » Organization Budget Controls. For additional information on using this screen, see online Help.

 

Modify Audit Budget Group Details

To support the enhancement, a new Units option was added to the Format drop-down list. Currently, the Units functionality is only available when you select Budget or EAC in Projects.

Note: Access the screen from Organization Budgeting » Budget/Outlook Processing. For additional information on using this screen, see online Help.

Costpoint now extends unit budgeting into the Planning domain, enabling more accurate analysis of project performance across cost, budget, and variance types. Phase 1 introduced unit functionality in Project Budgets/EACs.

Phase 2 expands this capability to the Top Level (All Projects) Reports, giving you greater visibility into how units influence budgeting and reporting.

 

Project Cost Categories Screen Update

• Added a new Units column showing total unit cost for Cost, Budget, and Variance project types.

• The Units column is also available on the Level Down sub report.

• Added an expandable Units row to the Burdened Cost and All Periods sub reports. The Units data displays when available.

 

Project Cost Screen Update

• You can now select Units as a cost type for Cost, Budget, and Variance project types.

• Added a Units column to the Level Down sub report.

• Added an expandable Units row to the Burdened Cost and All Periods sub reports. The Units data displays when available.

 

Note: Access the reports screen from Planning » Project Budgeting » Top Level (All Projects) Reports.

You can now apply escalation to subcontractor and contractor hourly rates in Project Budget/EACs and New Business Budgets. Previously, escalation applied only to employees in the Hours subtask.

A new Apply Escalation to Subcontractors and Contractors checkbox is available on the Projects tab in Configuration Settings. By default, this new setting is cleared. When selected, the subcontractor and contractor resources appear in the Staff Escalation subtask, allowing you to adjust their hourly rates as needed.

Note: Access the Configuration Settings screen from Administration » Administration Controls. For additional information on using this screen, see online Help.

Planning now offers improved budget security by allowing you to view and filter projects based on their owning organization. These enhancements help administrators quickly identify projects tied to specific organizations and simplify access control, removing the need for manual reverse engineering.

On the Manage Project Org Based Security screen in Project Budget Controls, the following updates were added:

• Org ID filter: Enter or select an Org ID to display only the projects owned by that organization and its sub-organizations in the results table.

• Project Owning Org column: This column displays the Org ID of the organization that owns the project, giving you clearer visibility into project ownership.

Note: Access this screen from Planning » Administration » Administration Controls. For additional information on using this screen, see online Help.

The following buttons have been reinstated in the New Business Budgets screen:

• Create

• Inspect

• Recalc

• Commit

These options allow you to create budgets, inspect details, recalculate values, and commit changes, all without navigating away from the screen. This enhancement streamlines navigation and improves efficiency when managing business budgets.

Note: For additional information on using this screen, see online Help.

A new Analysis by Period application was added under Planning » Project Budgeting » Active Level Reports. This enables you to generate the same detailed period-based analysis available in Project Budgets/EACs and New Business Budgets without switching applications.

You can run the report at any level, with automatic roll-up to higher levels. Use the following options to generate the report:

• Budget Type

• Details

• Project ID

This enhancement streamlines your workflow by consolidating reporting capabilities within Active Level Reports, saving time and reducing navigation steps.

Note: For more information about using the application, see online Help.

The Project Budget tables now capture transaction-level data, recording every change made during budget creation and editing. This includes updates to any field related to budgets or EACs, providing a complete change history rather than storing only the final version.

This enhancement enables deeper analysis, such as predictive trend modeling, compliance auditing, and issue troubleshooting. It also gives AI the ability to evaluate how budgets evolve over time, offering insights into client behavior and system usage.

Key Benefits:

• Predictive and Trend Analysis: Identify patterns, forecast budgets, and detect anomalies.

• Baseline Comparison: Compare original budgets with final versions to evaluate performance.

• Auditing and Compliance: Track user activity to ensure processes follow established standards.

• Development Troubleshooting: Recreate client inputs and restore deleted data to resolve issues efficiently.

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 2026.2 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. 

You can now use Dela to automatically evaluate and select customer product bills in Costpoint. Dela analyzes each invoice against historical billing patterns to determine whether it meets the required confidence threshold. Invoices that match expected patterns are automatically selected, while those with significant variances are flagged for manual review. To support this feature, updates have been made to several Costpoint applications. 

 

Manage Customer Product Bills (BLMCPBIL)

When you enter and save new customer product bills, Costpoint triggers Dela to analyze the invoice against previously approved customer product bills. A new Dela tab has been added to the Manage Customer Product Bills screen, which displays the results of Dela’s assessment. It includes the following fields:

Field	Description
Dela Approval Method	This field displays the default value set in Configure Billing Settings. However, you can change the approval method directly on this screen. The options are: Disable (OFF): Select this option to disable automatic billing approvals.  Recommend: Select this option to allow Dela to issue an approval recommendation when a bill matches the approval criteria. Enforce: Select this option to automatically select transactions.
Dela Confidence Setting	This displays the confidence level entered in Configure Billing Settings. You can also edit the value directly on this screen only when you select Recommend or Enforce as the approval method. Values can be between 70 to 100.
Dela Review	This displays the outcome of Dela’s evaluation of the invoice.  If the approval method is Recommend, possible outcomes are:  Dela Evaluated Review Advised: The invoice is flagged for additional review due to variations.  Dela Recommended: The invoice meets the approval criteria and is recommended for selection.  If the approval method is Enforce, possible outcomes are:  Dela Evaluated Manual Approval Required: Manual review and approval are required.  Dela Approved: The invoice meets the approval criteria and is automatically selected by Dela.
Dela Reason	This displays the explanation on Dela’s evaluation result.
Dela Reviewed Date	This displays the date Dela completed the review.
Dela User ID	This displays the user who calculated the invoice.

A new Dela Reason field has also been added in the Invoice Line Details table window, which displays details of Dela’s assessment of the invoice lines. 

When an invoice passes Dela Approval, Costpoint updates the invoice Status field on the Invoice Details tab based on the following: 

• If the approval method is Recommend, the invoice Status is UNSELECTED. 

• If the approval method is Enforce, the invoice Status is SELECTED. 

Costpoint sends a notification email to contacts assigned to the Primary Billing Analyst (PBA) and Backup Billing Analyst (BBA) roles. No notification is sent for invoices flagged for manual review. Contacts receive notifications only if PBA or BBA is specified in the Contact ID field on the Contacts subtask of the Manage Customers screen.

 

Post Customer Product Bills (BLPCUSPD)

When a bill is posted, the following new columns are stored in the customer product bills history tables: 

• DELA_APPRVL_CD (Dela Review) 

• DELA_APPRVL_CONF_LVL (Dela Confidence Setting)

• DELA_APPRVL_MTHD (Dela Approval Code)

• DELA_APPRVL_REASON (Dela Reason) 

• DELA_TIME_STAMP (Dela Reviewed Timestamp)

• DELA_USER_ID (Dela User ID) 

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 2026.2 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. 

You can now use Dela to automatically evaluate and select project product bills in Costpoint. Dela analyzes each invoice against historical billing patterns to determine whether it meets the required confidence threshold. Invoices that match expected patterns are automatically selected, while those with significant variances are flagged for manual review. To support this feature, updates have been made to several Costpoint applications. 

 

 Manage Project Product Bills (BLMPJPRD)

When you enter and save new project product bills, Costpoint triggers Dela to analyze the invoice against previously approved project product bills.

Note: To utilize this feature, you must first configure the settings on the Dela Defaults group box in Configure Billing Settings (BLMSETNG) or the Dela tab in Manage Project Billing Information (BLMINFO).

A new Dela tab has been added to the Manage Project Product Bills screen, which displays the results of Dela’s assessment. It includes the following fields:

Field	Description
Dela Review	This displays the outcome of Dela’s evaluation of the invoice.  If the approval method is Recommend, possible outcomes are:  Dela Evaluated Review Advised: The invoice is flagged for additional review due to variations.  Dela Recommended: The invoice meets the approval criteria and is recommended for selection.  If the approval method is Enforce, possible outcomes are:  Dela Evaluated Manual Approval Required: Manual review and approval are required.  Dela Approved: The invoice meets the approval criteria and is automatically selected by Dela.
Dela Confidence Setting	This displays the confidence level entered on the Configure Billing Settings or Manage Project Billing Information.
Dela Reason	This displays the explanation on Dela’s evaluation result.
Dela Reviewed Date	This displays the date Dela completed the review.
Dela User ID	This displays the user who calculated the invoice.

A new Dela Reason field has also been added in the Project Product Billing Lines table window, which displays details of Dela’s assessment of the billing lines. 

When an invoice passes Dela Approval, Costpoint updates the invoice Status field on the Billing Detail tab based on the following: 

• If the approval method is Recommend, the invoice Status is UNSELECTED. 

• If the approval method is Enforce, the invoice Status is SELECTED. 

Costpoint sends a notification email to users assigned to the Primary Billing Analyst (PBA) and Backup Billing Analyst (BBA) roles. No notification is sent for invoices flagged for manual review. To assign these roles to users, use the Manage Project Roles screen. 

 

Post Project Product Bills (BLPPROJB)

When a bill is posted, the following new columns are stored in the project product bills history tables: 

• DELA_APPRVL_CD (Dela Review) 

• DELA_APPRVL_CONF_RT (Dela Confidence Setting) 

• DELA_APPRVL_REASON (Dela Reason) 

• DELA_TIME_STAMP (Dela Reviewed Timestamp)

• DELA_USER_ID (Dela User ID) 

Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 2026.2 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. 

To prepare for multicurrency revenue calculations, Costpoint now updates project modifications to include multicurrency values, moves billing ceilings to total ceilings, and refreshes multicurrency ceilings with the latest exchange rates. Once you opt in to this feature, it cannot be disabled. 

Updates have been made to several Costpoint applications to support this enhancement. These updates are available only if you are licensed for Multicurrency.

 

Update Billing Currency Amounts for Revenue (PJPUPMU) 

When you enable this feature, you must run the Update Billing Currency Amounts for Revenue toolkit to update existing modifications with billing currency amounts. To access this application, click Projects » Project Setup » Project Setup Utilities » Update Billing Currency Amounts for Revenue. 

This new screen has three options:

• Update Modifications: This process updates billing currency modification amounts at each project level in the PROJ_MOD and PROJ tables.

• Update Revenue Adjustments: This process updates billing currency amounts for all previously entered revenue adjustments on all multicurrency projects. The revenue adjustment subperiod ending date is used for the Exchange Rate Date. 

• Update Billing Currency Ceilings: This process updates the PROJ_MOD table with billing currency modification amounts and the PROJ table with billing ceiling codes. 

You can only run one process at a time for either all projects or a single project. If the rate group is different on the project tree, Costpoint uses the Default Rate Group on the Configure Multicurrency Settings screen

 

Update Project Contract and Funded Values (PJPUPVAL)

This toolkit has been updated to include the following new columns: 

• MU_PROJ_F_CST_AMT (Bill Currency Cost Amount Funded) 

• MU_PROJ_F_FEE_AMT (Bill Currency Fee Amount Funded)

• MU_PROJ_F_TOT_AMT (Bill Currency Total Amount Funded) 

• MU_PROJ_V_CST_AMT (Bill Currency Project Value Cost Amount) 

• MU_PROJ_V_FEE_AMT (Bill Currency Project Value Fee Amount) 

• MU_PROJ_V_TOT_AMT (Bill Currency Project Value Total Amount)

When you run this application, Costpoint rolls up and updates the PROJ table with the billing currency modification amounts. 

 

Manage Total Ceilings (PJMTCEIL) 

The Manage Total Ceilings screen now displays total ceilings for functional and billing currencies. The new Total Billing Currency Ceilings group box includes the billing currency code, funded values, and contract values. You can edit the ceiling codes on this group box only when the billing currency in the PROJ_BILL_INFO table is not the functional currency of the company. 

 

Manage Project Billing Information (BLMINFO) 

The Billing Currency Contract Values tab has been removed from the Manage Project Billing Information screen. The values in this tab are now displayed in the Total Billing Currency Ceilings group box of the Manage Total Ceilings screen. 

You can delete a billing record or change the billing currency only when all multicurrency ceiling codes are N at all project levels. Otherwise, you will encounter an error. After a successful deletion or billing currency change, you must run the Update Billing Currency Amounts for Revenue toolkit. 

 

Manage Revenue Information (PJMREV) 

New fields have been added to this screen to support multicurrency revenue calculations.

• Billing Currency and Name: This field displays the billing currency code and name set on the Manage Project Billing Information screen. 

• Bill Currency Revenue Amount: This field displays the revenue amount converted to the billing currency. 

• Billing Currency By How Much: This field displays the amount by which the signed value ceiling can be exceeded, converted to the billing currency. 

The Revenue Adjustments subtask now includes the following fields: 

• Billing Currency Revenue Adjustment Amount 

• Billing Currency Award Fee Adjustment Amount 

Use the Update button to calculate the multicurrency adjustment amounts. This button is disabled when billing levels within the project tree have multiple billing currencies. If there are multiple rate groups within the project tree, Costpoint uses the Default Rate Group on the Configure Multicurrency Settings screen. 

 

Manage Modifications (PJMMOD) 

The Value Modifications and Funding Modifications group boxes on this screen now display both the functional and billing currency values. You can convert values between functional and billing currencies using the Exchange Rate Conversion group box and the Recalculate button, with exchange rates sourced from the new Exchange Rates subtask. 

Note: The Exchange Rate Conversion group box and Recalculate button are disabled when the project’s billing currency is set to N/A or MULTIPLE. 

 

Manage Project User Flow (PJMBASIC) 

A Billing Currency field has been added to the Details tab of this screen. The following subtasks have also been updated to reflect recent multicurrency changes: 

• Modifications subtask: Aligned with updates in Manage Modifications 

• Proj Bill Info subtask: Aligned with updates in Manage Project Billing Information 

• Total Ceilings subtask: Aligned with updates in Manage Total Ceilings 

• Revenue Information subtask: Aligned with updates in Manage Revenue Information 

 

Calculate Standard Bills (BLPGBILL) 

When you run the Calculate Standard Bills application, Costpoint now derives the multicurrency billing ceiling amounts and ceiling codes from the PROJ table instead of the PROJ_BILL_INFO table. 

 

Import Project Master Data (PJPPREP) 

New columns have been added to the following input files: 

• PROJ_MOD.CSV 

  • MU_PROJ_F_CST_AMT (Bill Currency Cost Amount Funded) 

  • MU_PROJ_F_FEE_AMT (Bill Currency Fee Amount Funded) 

  • MU_PROJ_V_CST_AMT (Bill Currency Project Value Cost Amount) 

  • MU_PROJ_V_FEE_AMT (Bill Currency Project Value Fee Amount) 

• PROJ.CSV 

  • MU_CEIL_F_CST_RBA_CD (Bill Currency Ceiling Cost Funded for RBA) 

  • MU_CEIL_F_FEE_RBA_CD (Bill Currency Ceiling Fee Funded for RBA) 

  • MU_CEIL_F_TOT_RBA_CD (Bill Currency Ceiling Total Funded for RBA) 

  • MU_CEIL_V_CST_RBA_CD (Bill Currency Ceiling Cost Value for RBA) 

  • MU_CEIL_V_FEE_RBA_CD (Bill Currency Ceiling Fee Value for RBA) 

  • MU_CEIL_V_TOT_RBA_CD (Bill Currency Ceiling Total Value for RBA) 

• PROJ_REV_SETUP.CSV 

  • MU_AT_RISK_AMT (Bill Currency At Risk Amount) 

  • MU_REV_CALC_AMT (Bill Currency Revenue Calculation 1 Amount) 

When you opt in to this feature, Costpoint ignores the following columns in the PROJ_BILL_INFO.CSV input file. When this feature becomes automatically enabled for all users in a future release, these columns will be removed from the input file. 

• CEIL_F_CST_RBA_CD (Billing Currency Cost Ceiling Code) 

• CEIL_F_FEE_RBA_CD (Billing Currency Fee Ceiling Code) 

• CEIL_F_TOT_RBA_CD (Billing Currency Total Ceiling Code) 

• PROJ_F_CST_AMT (Project Funded Cost Amount) 

• PROJ_F_FEE_AMT (Project Funded Fee Amount) 

• PROJ_F_TOT_AMT (Project Funded Total Amount) 

• PROJ_V_CST_AMT (Project Value Cost Amount) 

• PROJ_V_FEE_AMT (Project Value Fee Amount) 

• PROJ_V_TOT_AMT (Project Value Total Amount) 

These enhancements also apply to the Mass Add Project Master Data application. 

The Create Pool Links (PJPCRLNK) application now supports multi-user processing, allowing users in different companies to execute processes concurrently. If two users within the same company try to start the process, one of the users will get an error message.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2026.2 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 Post Standard Bills application has been updated to consolidate multiple processing steps during billing posting. This code change reduces the potential for rollbacks, helping ensure that bills are posted more consistently and with fewer interruptions.

When you edit a Project Account Group (PAG) in Manage Project User Flow, Costpoint now validates that all accounts with existing project transactions are included in the new PAG. If accounts with existing activity and a nonzero balance are missing in the new PAG, the change is blocked and an error message is displayed. Similarly, when you delete an account from a PAG in Manage Project Account Groups, an error message is displayed if project-related transactions exist and a nonzero balance. This new validation references GL_POST_SUM and PROJ_SUM tables, helping you prevent accounting and posting issues.

Improved Session Management Between Costpoint and Costpoint Business Intelligence Feature

Users who navigate from Costpoint Business Intelligence back to a Costpoint screen will no longer be logged out of BI while their Costpoint session remains active. Costpoint now passes user session information to Cognos, ensuring uninterrupted access to BI for the duration of the active Costpoint session. This enhancement prevents session timeouts that previously caused users to be logged out of Costpoint Business Intelligence while working in Costpoint.

Tracking Nonconformance and Cost of Poor-Quality Metrics

 

Costpoint can now track nonconformance and Cost of Poor-Quality metrics associated with Manufacturing Orders and Purchase Orders. This enhancement will integrate nonconformance data into Costpoint Business Intelligence tools, enabling more comprehensive analysis and reporting.

Automation for Default Capability Settings Management

 

A new automated program streamlines the setup process for Deltek standard roles by enabling administrators for on-premises users to upload default capability settings during initial installation. This reduces manual configuration efforts and ensures consistent implementation across environments. Incremental updates to capabilities can be managed directly on the Costpoint Business Intelligence user interface.

 

Key Features:

• Default Capability Upload: Simplifies initial setup by allowing admins to upload baseline capability settings aligned with licensing agreements and role matrices.

• Export Capability Settings: Provides functionality to export current capability configurations for validation or documentation purposes.

• Optional Capability Management: Supports customization of optional capabilities for on-premises users via the Business Intelligence UI under Manage > Accounts > Capabilities.

Timesheet Status Report Using TS_SUM Table

 

You can now create a timesheet status report using the TS_SUM table to view the number of timesheets in specific statuses for a given timesheet range, covering up to the last 10 timesheet periods. When security is enabled, you will only be able to select employees associated with your functional role, ensuring data access aligns with your permissions.

Audit - Floor Check History Report Update

 

The Audit - Floor Check History report has been created to provide functionality similar to the Costpoint version of the report. In version 2026.2, updates to the Costpoint report will be implemented, and this new report will align with those changes to ensure consistency.

Contract Closeout Folder and Table Update

 

The Contract package now includes a dedicated Contract Closeout folder with a corresponding table and columns to support contract closeouts. Outdated tables were removed as part of the Vendor Certification Enhancement (CMMC Tracking Support).

 

This update provides reliable and structured closeout data, enabling customers to build accurate reports and dashboards. It improves data quality by deprecating outdated fields and reduces manual effort in tracking contract closeouts.

Removal of 'Hidden Entries' Capability for CER_USER and CER_CONSUMER Roles

 

The ability to access or manage Hidden Entries has been removed from users assigned the CER_USER and CER_CONSUMER roles. This change ensures stricter access control and aligns permissions with organizational security policies.

Dela, Deltek's AI-powered digital assistant, was further expanded in Time & Expense for this release.

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:

• Submit a Quick Entry expense report

• Reject Timesheets

The images in the table below provide examples of the types of questions that will help you accomplish these tasks.

Task	Example Image
Submit Quick Entry Expense Reports
Reject Timesheet

This enhancement includes a series of minor, customer-driven enhancements focused on improving efficiency across Time & Expense.

 

Update to Import Master Data

Import Master Data (Configuration » Interfaces) was updated so that, after a successful import, the Project Workforce Required status is automatically reflected in the Time & Expense Charge Trees screen.

Note: The workforce setting is located on the Manage Project User Flow screen in the Projects domain.

For example, when Project Workforce Required is cleared in Manage Project User Flow, Time & Expense now clears the Restrict Access checkbox at the corresponding level of the charge branch in Charge Trees.

 

Late Fee Records Now Included for MasterCard

Time & Expense now captures MasterCard financial adjustment records, including late fees. These transactions are identified by codes classified under FinancialAdjustmentRecord_5900.

 

Update to Expense Batch Types Screen

The Expense Batch Types screen (Expense » Batch Expenses) was updated so that the lookup for Code in the Mastercard Transaction Type Filter subtask now includes all transaction codes related to adjustments.

 

Update to Batch Expenses Screen

The Batch Expenses screen (Expense » Batch Expenses) was updated to include fee-related transactions (FinancialAdjustmentRecord_5900) in the import file.

 

Download Multiple Attachments

The Attachment Download screen (Expense » Expense Reports/Inquiries) now supports downloading multiple attachments at once.

From the Attachment Download Results table, select the files you want to download and click Download File to download a .zip file containing the selected attachments.

 

Updates to Time Settings Screen

The Time Settings screen (Time » Time Controls) was updated with two enhancements that improve configuration and scheduling.

 

Costpoint 8.x or greater Added

The ASCII Layout drop-down under Labor Distribution on the Export Options tab now includes Costpoint 8.x or greater.

 

Work Schedule Setting Added

The Miscellaneous tab includes a new Company Work Schedule Default Start Time setting that allows you to define the default start time for company work schedules.

Select the desired time from the adjacent drop-down list.

Note: This setting applies only to new work schedules and does not affect existing schedules.

 

Customized Work Schedules

When you add a new row in the Edit Daily Schedule subtask of the Company Work Schedules screen (Time » Time Controls), start times now default to the value set on the Miscellaneous tab of the Time Settings screen.

Note: For more information, see “Work Schedule Setting Added” under Updates to Time Settings in these release notes.

This update applies only to new schedules and does not affect existing rows on the Edit Daily Schedule subtask.

 

Updates to Timesheet Screen

The Timesheet screen (Time » Timesheets) received two enhancements.

Delete Line Functionality Updated

The Delete Line functionality in Timesheet was updated to prevent line deletion if a timesheet has ever been processed. As a result, the Delete button is now disabled for timesheets with a Processed status.

In certain scenarios, such as when a correcting timesheet changes from Processed to Open, the Delete button may be available. In these cases, the system displays a message indicating that processed lines cannot be deleted.

 

Timesheet Report Updated for Deleted Line

The Timesheet Report was updated to improve audit transparency when timesheet lines are deleted. The report now includes the following details for deleted lines:

• Project

• Account

• Charge Description

• Pay Type

• PLC

• Work location

These changes make it easier for users to understand timesheet changes without cross-referencing other audit views and bring the Timesheet Report into closer alignment with the Revision Audit Detail report.

Updates for Timesheets Export

In Costpoint, the Pay Type field now supports up to 15 characters. To accommodate this change, updates were applied to the Time & Expense export file for both co-deployed and stand-alone environments.

Note: This update applies to the export file generated from Export Timesheets (Time » Timesheet Interfaces).

 

Update to Charge Activity Report

The report printed from the Charge Activity screen (Time » Timesheet Reports/Inquiries) now includes a Status column that shows the current status (for example, Open, Signed, or Approved) of each timesheet charging to a project.

 

Update to Audit–Floor Check History Report

The Audit–Floor Check History screen (Time » Timesheet Reports/Inquiries) now includes a new section that allows you to filter results by group for the selected functional role.

Use the fields under the Criteria section to refine results by group.

Field	Description
Group Option	Select from the following options: All: Select this option to include all groups. One: Select this option to include a selected group. Range: Select this option to include a range of groups. From Beginning: Select this option to include all groups starting from the first selected group and ending with the group you select in?Ending Group. The?Starting Group?field is disabled for this option. To End: Select this option to include all the groups that begin with the group you select in?Starting Group?and end with the last employee group in the list. The?To End?field is disabled for thisoption.
Non-Contiguous Ranges	Select this check box if you want to manually select non-contiguous ranges of employee groups. After you click this check box, the Select Resource Groups subtask displays from which you can select the non-contiguous ranges.

Additional related updates to this screen include:

• Under Criteria, the Filter drop-down list now includes Supervisor ID.

• Under Sort, the Primary drop-down list no longer includes Primary Supervisor.

• The Supervisors column was removed from the generated report.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2026.2 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.

Quick Entry Expense Authorization was updated with new capabilities to improve efficiency and flexibility during authorization entry, including support for:

• Stored procedures

• Advanced charge search

• Multiple charges

• Improved workflow of charge level tasks

• Dashboard links

 

Support for Stored Procedures Added

If your company uses additional custom stored procedures as part of expense authorization validation, those are now also applied to Quick Entry expense authorizations for the following types:

• EA Pre Save: This is invoked after the standard validation routine before the expense authorization is saved.

• EA Post Save: This is invoked after the expense authorization has been successfully saved. 

• EA Pre Sign: This is invoked after the standard validation routine, which precedes the signing of an expense authorization.

• EA Post Sign: This is invoked after an expense authorization has been successfully signed.

Note: The names of any existing custom stored procedures display on the Miscellaneous tab of the General Settings screen, located in Time & Expense under General Controls » General Settings.

 

Advanced Charge Search Added

The More drop-down menu includes a new Advanced Charge Search option, which displays the Advanced Charge Search window.

Use options in Advanced Charge Search to find project charges by project manager.

In Name, enter the project manager’s name (or select one using field lookup), click the Lookup button to display results, select the charge to add from the Results table, and then click Add to Expense Report.

Note: Currently, you can add only one charge at a time.

 

Ability to Select Multiple Charge Types

Quick Entry Expense Authorization now supports selection of multiple charge types, and the primary charge can be based on either the project ID or the account ID.

To accommodate this update, the Project column in the Expenses table is now labeled Charge Details.

In addition, this column now also displays a hyperlink which opens the Split Expenses dialog box. Based on the expense type selected, the hyperlink label is dynamically updated based on the following:

• If a default charge exists, the charge description serves as the hyperlinked value. After you click the link, the Split dialog box displays with the default charge automatically selected.

• If no default charge exists, the hyperlink is titled Select. After you click Select, the Split dialog box opens where you can use lookup fields to select the charge.

The Split dialog box was also updated as follows:

Column Name	Update
Percentage and Amount	These two columns were moved to the left–hand side of the dialog box.
Expense Charge Type	Use the column lookup to select the expense charge type.
Charge Type	This new column displays the primary charge (Project or Account) based on the selected Expense Charge Type.
Charge	Use this field to select the charge. The Charge field provides a Project/Account charge tree lookup based on the selected Charge Type. The type of lookup that opens is based on how the Location Source option is set for the charge in Expense Charge Types. For example: If Charge or Charge Type is selected, the Charge Lookup displays, where users can drill–down through the charge tree to select the charge. If User Input is selected, the Simple Lookup displays, where users can use field lookup for Project, Account, or Org to select the charge.
UDT 02–15	Columns now also display for account (UDT 02), as well as UDTs 03–15.
User Defined Columns (UDFs)	UDF values are automatically populated based on the UDT source associated with the selected charge type. When multiple defaults exist, values defined at the Expense Charge Type level take precedence.

 

Update to Charge Level Tasks

Workflow related to charge allocations was updated to ensure that a separate approval task is generated per allocation for each approver. This update consolidates approval tasks so that Project Managers receive one task instead of multiple tasks.

 

Quick Authorization Available from Dashboard

You can now open Quick Entry authorizations from the Home Dashboard.

The reports display as Pending Tasks under My Tasks, and they also display under the My Quick Entry Expense Authorizations section of the Dashboard. Click the hyperlink associated with the authorization in either section to launch the report within the Quick Entry Expense Authorization application.

To eliminate redundancy, Quick Entry Expense Report setup now aligns with Standard setup, allowing administrators to use the same options for both when setting up the following:

• Charge Types

• Expense Types

• Expense Report Types

 

Expense Charge Types Updates

The Expense Charge Types screen (Expense » Expense Controls) was enhanced to ensure that Quick Entry charge types use the same configuration rules as Standard charge types.

For example, in the Charge Type Details table, all options on the Type drop-down list are now valid for Quick Entry, including Tax 1 and Tax 2.

In addition, the Source column of each UDT now displays options that were previously unavailable for Quick Entry, including:

• User Input: Select this option if you want the person entering the expense report to enter the proper value for the UDT. By default, the field is blank. If the UDT is displayed, the person entering the expense will be able to enter or change it.

• Tax Schedule: This option is available only for Tax 1 and Tax 2. Select it to apply the charge codes defined in the Tax Schedules screen.

• Charge Allocation: This option is valid for UDT 09. Select it if you want to use the UDT09 value entered on the Charge Allocation screen of the expense report.

These updates apply to both new and existing records.

 

Expense Types Updates

The Expense Types application (Expense » Expense Controls) was updated to support additional configuration settings that were previously unavailable for Quick Entry.

The table below describes fields now available when Type is set to Quick Entry.

Screen Section	Field	Notes
Basic Information » General Options	Override Unit Rate	This is available if Wizard Type is set to Other.
Basic Information » Ceilings	Second Tier Ceiling	This is available when Per Diem is selected and Over-Ceiling Rule is set to Reimburse (it is disabled if that is set to Non-Reimburse.
Input Options » Required Fields	Itinerary	This is enabled if Wizard Type is set to Transportation.
	Ticket/Agreement Number	This is enabled if Wizard Type is set to: Car Rental Transportation
	Starting/Ending Units	This is enabled if Wizard Type is set to: Other Mileage
	Combine Meals/Lodging Allowance	This is enabled when Wizard Type is Meals and if Type on the Basic Information tab is set to Allowance. It is disabled for Ceiling.
	Attendees	This is enabled when Wizard Type is set to Meals or Entertainment and if Type on the Basic Information tab is set to Ceiling and if the Per Diem checkbox is not selected.
	Require Title/Company	This is enabled when Wizard Type is set to Meals or Entertainment and if Type on the Basic Information tab and if the Per Diem checkbox on the Basic Information tab is not selected.
Input Options » Description	Provider	This is enabled for all Wizard Types.
	Start/End or Departure/Return Dates	This is enabled if Wizard Type is set to:any of the following: Car Rental Entertainment Lodging Meals Other Transportation
	Ticket/Agreement Number	This is enabled if Wizard Type is set to Transportation Car Rental Transportation
	Itinerary	This is enabled if Wizard Type is set to Transportation

 

Update to the Charge Types Subtask

The Charge Types subtask includes a new Default column. Select the checkbox in this column to designate one of the charge types as the default one.

A charge that is set as the default automatically populates the Charge Details column of the Expenses table in Quick Entry Expense Report and Quick Entry Expense Authorization.

Note: This new checkbox is applicable for the Quick Entry type only. If Type is set to Standard, the column displays but is not applied.

 

Additional Subtasks Enabled

Subtasks that were previously hidden for Quick Entry now display, including:

• Other Lodging Expenses: Use this subtask to add, edit, or delete other expenses that are expensed in conjunction with lodging expenses.

• Providers: Use this subtask to set up vendors that provide services, delete providers or Visa supplier names, or capture vendor ID information. You can set up vendors for any category.

 

Expense Report Types Updates

The Expense Report Types application (Expense » Expense Controls) was updated to make all setup fields available for Quick Entry expense report types.

This includes fields listed in the table below.

Screen Section	Field Enabled
General Options	Multicurrency Note: Multicurrency schedules from Costpoint are not yet available, so the related Costpoint Multicurrency Schedule and End Date fields are not yet enabled. For more information, see “Multicurrency Now Available in Quick Entry Expense Report” in these release notes.
	Display Expense Summary
	Display Billable/Non–Billable Amounts
	Require Purpose
	Allow Location Overlap
Data Validations	Give Warning for ER Entry Over [#] Days in the Future
	Give Error for ER Entry Over [#] Days in the Future
	Give Warning for EA Entry Over [#] Days in the Past
	Give Error for EA Entry Over [#] Days in the Past

 

Other Screen Layout Changes

Some settings under Basic Information » General Options were reordered on the screen to improve organization.

The Expense Authorization drop-down list was repositioned on the screen and now displays directly above these fields:

• Allow EA Change on Existing EA

• Allow Charges to ER when Created from EA

Due to this change, Use Date Range is positioned directly above these fields:

• Require Purpose

• Track Locations

• Allow Location Overlap

 

New Section for Standard-Only Settings

To provide additional clarity around which settings do not apply to Quick Entry, a Standard Only section was added. The settings moved to this new section include:

• Wizard Mode – Expose Expense Category Lookup

• Wizard Mode – Require Attachments Prior to Submit

• Allow Blanket Authorizations

• Advance Lead Time

Time Clock (Time » Timesheets) was updated to allow users to add charges to their favorites and to provide access to the application from the Desktop.

 

Add Charge Favorites in Time Clock

Time Clock now includes an Add to Favorites button on the Daily Charge header. Use this button to save the displayed charge line directly to your personal favorites list.

The button is available whenever the Time Clock screen is displayed and does not require the charge line to be selected. If the charge is already saved as a favorite, no additional action is taken. This option remains available even after the timesheet period has closed.

 

Time Clock Added to Desktop

Tasks related to the Time Clock now Display on the My Desktop screen (Configuration » Resources).

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2026.2 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 Approval button, which enables users to switch to Approval Mode directly from the Quick Entry Expense Reports and Quick Entry Expense Authorizations screens, will be removed with the 2027.1 release.

Though the buttons will remain available until that time, you are strongly encouraged to enable (Opt–in) this feature now, or as soon you can communicate this change to your users.

This is part of an effort to redesign and improve the approval experience, with the goal of making it more intuitive and streamlined.

What this means for you:

• Expense approvals will no longer be performed directly from the Quick Entry screens.

• To review and approve expenses, please continue using the standard Manage/Approve Expense Reports and Manage/Approve Expense Authorizations applications. These applications provide clearly visible Approve and Reject buttons on their main screens, making it easy to complete overall approvals.

We appreciate your patience as we work on enhancing approval workflows. Updates concerning these improvements will be forthcoming as soon as they are available.