Costpoint Online Help

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Contents of the Manage Project User Flow Screen

Use the fields and options to configure the Manage Project User Flow screen.

Identification

Field	Description
Project	Enter the project that you are setting up. You must always add projects from the highest (top) level to the lowest. Entry in the reverse order causes an error message to be displayed stating that an invalid base segment has been entered. The top level, or length of the initial segment, of the project must correspond to the length of the level 1 segment in the Project Segment Lengths table window on the Configure Project Settings screen. This is a required field. Use to select previously saved projects.
Name	Enter a description of the project entered. This is a required field.
Abbreviation	Enter an optional unique abbreviation for the project in this field. Only one abbreviation is allowed for each project. Any abbreviation setup can be used in many transaction screens, as an alternative to entering the project. For screens where a Project Abbreviation field is available, entry of the abbreviation in that field on any transaction pulls in the associated project. Normally, you do not enter a project abbreviation unless the Allow Charging check box is selected. Note: The UI profile you are assigned may have caused this field to be hidden on your screen, but the following error message may still display: "The following record (combination of columns) already exists - Project Abbreviation." This error displays when you clone a record that already has a value in this field, and then you save the new record. Contact your system administrator for assistance.
Level	If the project entered is a top-level project (no other entries were made), this field is initialized with a 1. If the project entered is not a top-level project, the level number defined by the number of characters and delimiters entered is displayed, and you cannot modify the Level table on the Project Levels subtask. This is a non-editable field.
Load Defaults	Click this button to load the default project structure that was entered on the Configure Project Settings screen.

Subtasks

Subtask	Description
Mods	Use the Mods subtask to enter contract value, funded value, and period of performance. The values entered in this subtask provide the basis for total value ceilings for revenue and billings.
Rev Info	Use the Revenue Details subtask to select a revenue formula, a posting method, and goal multipliers. The subtask also contains a table where you can enter revenue adjustments.
Proj Bill Info	Use the Billing Details subtask to select a billing formula, select a billing format, enter 1443 information, set up scheduled bills, enter cash basis accounts, enter detail level bills, and review customer information.
Def Rate Seq	Use the Def Rate Seq subtask to define the order in which Costpoint selects labor rates for revenue and billing and for the selection of source projects.
COGS	Use the Cost of Goods Sold Details subtask to select a cost of goods sold calculation method. You can also enter contract and funded values that are used in cost of goods sold calculations.
Total Ceil	Use the Total Ceilings subtask to enter ceilings on the total cost, fee, or total value. The values are based on amounts entered in the Mods subtask. You can set ceilings on revenue, billings, or both.
Dir Cost Ceil	Use the Dir Cost Ceil subtask to set up ceilings by direct cost account. You can place ceilings on revenue, billings, or both.
Burd Cost Ceil	Use the Burden Cost Ceilings subtask to enter ceilings on indirect costs. You can place ceilings on revenue, billings, or both.
Dir Hrs Ceil	Use the Dir Hrs Ceil subtask to enter ceilings on hours by PLC. The ceilings can apply to revenue, billing, or both.
Empl Hrs Ceil	Use the Empl Hrs Ceil subtask to enter ceilings on hours by employee.
Vend Hrs Ceil	Use the Vend Hrs Ceil subtask to enter ceilings on hours by vendor.
Cost Fee Ovrd	Use the Cost Fee Ovrd subtask to enter overrides for the fee on direct cost amounts. You can set overrides on revenue, billings, or both.
Burd Fee Ovrd	Use the Burd Fee Ovrd subtask to enter overrides for the fee on the indirect costs. You can set overrides on revenue, billings, or both.
Mult Ovrd	Use the Mult Ovrd subtask to enter overrides on multipliers for revenue, billings, and billable value calculations.
Gov't Contract	Use the Government Contract subtask to enter information for projects that have been contracted with the Federal government. You must enter a value in the Incurred Cost Submission Code field if you selected the Require Incurred Cost Submission Code for all Projects check box in the Configure Project Settings screen.
Deliverables	Use the Deliverables subtask to enter information about deliverables. The data in this subtask is for informational purposes and is not included on any standard reports.
User-Defined Info	Use the User-Defined Info subtask to enter information about the project or task that is not identified on the Basic Info tab but is needed on the project. If you are entering a new project, you must fill in the information for any labels that were marked as Required when you set them up on the Manage User-Defined Labels screen.
Prj Levels	Use the Prj Levels subtask to establish the structure of the project. You can identify the number of levels and the length of each level in this tab. You must also supply a level description. Use this subtask only when establishing the top level of the project. Complete this subtask before you establish lower level tasks.
Org History	The Org History subtask summarizes changes that have been made to the owning organization of the project. The previous and new owning organizations are listed along with the effective fiscal year, period, and subperiod of the change. There are also fields that identify whether journal entries have been processed for the change in owning organization. If you make a change to the owning organization of the project, this subtask automatically displays and you must enter the relevant information.
Notes	Use the Notes subtask to enter information that is included in the project master record and is not identified elsewhere.
Proj Location	Use the Project Location subtask to enter data concerning the project’s location. This information is used for lien waivers and can be used for state tax apportionment purposes.
Acct/Org Links	Use the Set Up Account/Organization Links subtask if you selected the Which Orgs Can Charge Specific Accts check box or the Accounts to P/O/A check box. If you have selected either of these check boxes, you must link your project to specific accounts and organizations to charge transactions to the project. This can be accomplished in this subtask using wildcards.
ACRN	Use the ACRN subtask to manage ACRN (Accounting Classification Reference Number) billing information if you selected the Enable ACRN Billing check box on the Configure Billing Settings screen. You can specify the project ACRN requirement, formula, and the level at which the billing is calculated. You can also specify and modify ACRN amounts.

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Contents of the Manage Project User Flow Screen

Use the fields and options to configure the Manage Project User Flow screen.

Identification

Field	Description
Project	Enter the project that you are setting up. You must always add projects from the highest (top) level to the lowest. Entry in the reverse order causes an error message to be displayed stating that an invalid base segment has been entered. The top level, or length of the initial segment, of the project must correspond to the length of the level 1 segment in the Project Segment Lengths table window on the Configure Project Settings screen. This is a required field. Use to select previously saved projects.
Name	Enter a description of the project entered. This is a required field.
Abbreviation	Enter an optional unique abbreviation for the project in this field. Only one abbreviation is allowed for each project. Any abbreviation setup can be used in many transaction screens, as an alternative to entering the project. For screens where a Project Abbreviation field is available, entry of the abbreviation in that field on any transaction pulls in the associated project. Normally, you do not enter a project abbreviation unless the Allow Charging check box is selected. Note: The UI profile you are assigned may have caused this field to be hidden on your screen, but the following error message may still display: "The following record (combination of columns) already exists - Project Abbreviation." This error displays when you clone a record that already has a value in this field, and then you save the new record. Contact your system administrator for assistance.
Level	If the project entered is a top-level project (no other entries were made), this field is initialized with a 1. If the project entered is not a top-level project, the level number defined by the number of characters and delimiters entered is displayed, and you cannot modify the Level table on the Project Levels subtask. This is a non-editable field.
Load Defaults	Click this button to load the default project structure that was entered on the Configure Project Settings screen.

Subtasks

Subtask	Description
Mods	Use the Mods subtask to enter contract value, funded value, and period of performance. The values entered in this subtask provide the basis for total value ceilings for revenue and billings.
Rev Info	Use the Revenue Details subtask to select a revenue formula, a posting method, and goal multipliers. The subtask also contains a table where you can enter revenue adjustments.
Proj Bill Info	Use the Billing Details subtask to select a billing formula, select a billing format, enter 1443 information, set up scheduled bills, enter cash basis accounts, enter detail level bills, and review customer information.
Def Rate Seq	Use the Def Rate Seq subtask to define the order in which Costpoint selects labor rates for revenue and billing and for the selection of source projects.
COGS	Use the Cost of Goods Sold Details subtask to select a cost of goods sold calculation method. You can also enter contract and funded values that are used in cost of goods sold calculations.
Total Ceil	Use the Total Ceilings subtask to enter ceilings on the total cost, fee, or total value. The values are based on amounts entered in the Mods subtask. You can set ceilings on revenue, billings, or both.
Dir Cost Ceil	Use the Dir Cost Ceil subtask to set up ceilings by direct cost account. You can place ceilings on revenue, billings, or both.
Burd Cost Ceil	Use the Burden Cost Ceilings subtask to enter ceilings on indirect costs. You can place ceilings on revenue, billings, or both.
Dir Hrs Ceil	Use the Dir Hrs Ceil subtask to enter ceilings on hours by PLC. The ceilings can apply to revenue, billing, or both.
Empl Hrs Ceil	Use the Empl Hrs Ceil subtask to enter ceilings on hours by employee.
Vend Hrs Ceil	Use the Vend Hrs Ceil subtask to enter ceilings on hours by vendor.
Cost Fee Ovrd	Use the Cost Fee Ovrd subtask to enter overrides for the fee on direct cost amounts. You can set overrides on revenue, billings, or both.
Burd Fee Ovrd	Use the Burd Fee Ovrd subtask to enter overrides for the fee on the indirect costs. You can set overrides on revenue, billings, or both.
Mult Ovrd	Use the Mult Ovrd subtask to enter overrides on multipliers for revenue, billings, and billable value calculations.
Gov't Contract	Use the Government Contract subtask to enter information for projects that have been contracted with the Federal government. You must enter a value in the Incurred Cost Submission Code field if you selected the Require Incurred Cost Submission Code for all Projects check box in the Configure Project Settings screen.
Deliverables	Use the Deliverables subtask to enter information about deliverables. The data in this subtask is for informational purposes and is not included on any standard reports.
User-Defined Info	Use the User-Defined Info subtask to enter information about the project or task that is not identified on the Basic Info tab but is needed on the project. If you are entering a new project, you must fill in the information for any labels that were marked as Required when you set them up on the Manage User-Defined Labels screen.
Prj Levels	Use the Prj Levels subtask to establish the structure of the project. You can identify the number of levels and the length of each level in this tab. You must also supply a level description. Use this subtask only when establishing the top level of the project. Complete this subtask before you establish lower level tasks.
Org History	The Org History subtask summarizes changes that have been made to the owning organization of the project. The previous and new owning organizations are listed along with the effective fiscal year, period, and subperiod of the change. There are also fields that identify whether journal entries have been processed for the change in owning organization. If you make a change to the owning organization of the project, this subtask automatically displays and you must enter the relevant information.
Notes	Use the Notes subtask to enter information that is included in the project master record and is not identified elsewhere.
Proj Location	Use the Project Location subtask to enter data concerning the project’s location. This information is used for lien waivers and can be used for state tax apportionment purposes.
Acct/Org Links	Use the Set Up Account/Organization Links subtask if you selected the Which Orgs Can Charge Specific Accts check box or the Accounts to P/O/A check box. If you have selected either of these check boxes, you must link your project to specific accounts and organizations to charge transactions to the project. This can be accomplished in this subtask using wildcards.
ACRN	Use the ACRN subtask to manage ACRN (Accounting Classification Reference Number) billing information if you selected the Enable ACRN Billing check box on the Configure Billing Settings screen. You can specify the project ACRN requirement, formula, and the level at which the billing is calculated. You can also specify and modify ACRN amounts.