Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Miscellaneous Tab

Use the Miscellaneous tab to set up the user-defined code and date field labels for employees, UDT01s, and UDT02s, along with other miscellaneous options.  

Miscellaneous

Field Description
Costpoint Multicompany

Select this check box to use the Costpoint Multicompany feature. Be careful when selecting this check box.

You will not be able to turn this feature off once you have checked it and have imported Costpoint company data. If you do so, the system displays the following error: "Value cannot be changed from ' Y' to ' N' because Costpoint Company records exist in the Costpoint Company table." 

Note: See Concept Topic: Costpoint Multicompany for details.
Restrict Delegation
Select this check box to restrict delegation.
Note: See Concept Topic: Delegation for details.
Use Group Cache for Charge Lookup
Select this check box to enable group cache for charge lookup. This functionality improves lookup performance by building cache tables for valid UDT02 (Project) charges for groups at the branch or tree level. Lookup refers to these cached tables when charge lookups are executed for timesheets, expense reports, and expense authorizations.
Note: This option cannot be used if charge restrictions exist at the employee level, or if the Allow Unauthorized Charges option is enabled. Group cache tables are only built for UDT02 (Project) related charges. Charge lookups for UDT01 (Account) related charges use the normal charge lookup.

Import/Export Alternate File Location

Field Description
Export Location Enter the location where all export files will be saved.
Import Location Click to select the location where all import files will be stored.
Import Trash Location Click to select the location where all trash files will be stored.

Customer Stored Procedure Names

Field Description
Timesheet Pre Save Enter the name of your Timesheet Pre Save Stored Procedure.
Timesheet Post Save Enter the name of your Timesheet Post Save Stored Procedure.
Timesheet Pre Sign Enter the name of your Timesheet Pre Sign Stored Procedure.
Timesheet Post Sign Enter the name of your Timesheet Post Save Stored Procedure.
Timesheet Pre Approve Enter the name of your Timesheet Pre Approve Stored Procedure.
Timesheet Post Approve Enter the name of your Timesheet Post Approved Stored Procedure.
ER Pre Sign Enter the name of your ER Pre Sign Stored Procedure.
ER Post Sign Enter the name of your ER Post Sign Stored Procedure.
ER Pre Save Enter the name of your ER Pre Save Stored Procedure.
ER Post Save Enter the name of your ER Post Save Stored Procedure.
EA Pre Save Enter the name of your EA Pre Save Stored Procedure.
EA Post Save Enter the name of your EA Post Save Stored Procedure.
EA Pre Sign Enter the name of your EA Pre Sign Stored Procedure.
EA Post Sign Enter the name of your EA Post Sign Stored Procedure.

Native Mobile Options

Field Description
Allow Mobile Access

Select this option to enable the native mobile application for Time & Expense. Note that this setting alone does not enable the full functionality of Time & Expense. You will also need to select one or both of the settings for Mobile Time or Mobile Expense.

When neither of those options is selected and users log on to the Costpoint Mobile T&E application, they remain on the PIN and Biometric Login screen of the application and receive a message indicating that access to the Mobile Time and Mobile Expense are not allowed.

Allow Users to send information to Google Analytics Google Analytics is a tool that Deltek uses to anonymously gather mobile application usage, such as user interface clicks and selections and application crashes. Users opt in for usage tracking when they install and launch the Costpoint Mobile Time & Expense application.

While usage tracking is completely anonymous, Deltek understands that some companies do not want to allow their users to opt in to this usage tracking tool. With this, Deltek adds an option that you can configure to not allow users to opt in.

To enable sending, select the Allow users to send information to Google Analytics option. The Usage Tracking field, which defaults to On, displays on the Settings screen in the Costpoint Mobile T&E application

To disable sending, clear the Allow users to send information to Google Analytics option. The Usage Tracking field on the Settings screen in the Costpoint Mobile T&E application is hidden.

Note: If you are a Costpoint GovCon Cloud Moderate customer or if part security restrictions are enforced (ITAR) for your company, this option is disabled and does not display on the interface. This is to prevent non-ITAR processing of data.
Allow Mobile Time Application Select this check box to allow Costpoint Mobile users access to Costpoint Mobile Time.
Allow Mobile Expense Application Select this check box to allow Costpoint Mobile users access to Costpoint Mobile Expense.
Allow Offline Access

Select this option to allow users to record timesheet charges even if the mobile device is not connected to the Internet.

When this setting is selected, the Prepare for Offline Time Entry option displays on the Costpoint Mobile T&E application menu, which they use to download timesheet data for the current, previous, and next timesheet periods.

After entering timsheets in an offline mode, users are prompted to synchronize timesheet charges with the Costpoint Time & Expense database the next time they access the application while connected to the Internet.

Note: Please be aware that enabling the downloading of any data offline may not be permitted under applicable rules and regulations. You should check with your organization’s legal advisors before doing so.

This setting only controls enabling of offline access for the native Mobile Time & Expense application.

Offline access is also available for the standard version of Time & Expense, when Costpoint is accessed from a Web browser. Offline functionality for the Web version of Costpoint Time & Expense is configured from Administration > System Administration > System Administration Controls > Configure System Settings.

Mobile Privacy Options

Field Description
Allow ICR Expense Processing Costpoint Mobile T&E is integrated with an intelligent character recognition (ICR) technology when you use Capture Receipt. With this feature, Costpoint Mobile T&E automatically scans and analyzes the captured or selected image, maps the captured data to the Expense Report screens, and populates the matched fields.

This setting is selected by default. Leave the setting selected to enable ICR processing, or clear the check box to disable ICR processing.

This same setting applies to the My Outstanding Expenses application in the Web version of Time & Expense, where employees can upload receipts to create expenses. If for any reason, your company chooses not to enable Mobile Expense but does choose to enable ICR processing in My Outstanding Expenses, this setting must still be selected.

Note: For Costpoint GovCon Cloud Moderate, this feature may be disabled by Deltek Cloud Operations to comply with ITAR-related security requirements.