deltek insight 2010: troubleshooting costpoint projects
TRANSCRIPT
CP-207 Troubleshooting
Costpoint Projects
Delivered by:
Theresa Eller, DynCorp International
Introduction
• Theresa Eller from Dyncorp International in Ft. Worth, TX
• Financial Systems Training Specialist
• B.A. in Public Relations from University of Louisiana at Lafayette
• Accounting Technician Certificate from Tarrant County College
• Member, Toastmasters International since March 2001
• Member, Project Management Institute (PMI) since January 2010
2Copyright © 2010 Deltek, Inc.
Agenda
• Identify Common Costpoint® Projects Issues
– Account/Org Link Does Not Exist
– Account/Org Link Inactive
– Project Does Not Allow Charging
– Nothing to Bill
– Item ID Date Range
– Labor Did Not Export
– Loaded Labor Rate/PLC Issues
• Discuss Troubleshooting Steps for Each Issue
• Explain Best Practice Recommendations Designed to Prevent
Recurrences of These Issues
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Account/Org Link Does Not Exist
• Error
– Org ID / Account ID combination
does not exist
• Reason
– New org not linked to account
– New account not linked to org
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Account/Org Link Does Not Exist
• Solution
– Create the account/org link
• Best Practice Recommendation
– Verify that the account/org link is
valid
– Set ―Active‖ to Y to avoid further
errors
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Account/Org Link Inactive
• Error
– Account ID / Org ID combination
is not active
• Reason
– Account is not active
– Org is not active
– If account is project required
• Account is not in PAG
• Account is not active in PAG
– Account/org link exists but is not
active
– Current date is outside of
account/org link start/end dates
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Account/Org Link Inactive
• Solution
– Activate the account, org, or
account/org link
– Add the account to the PAG
– Set ―Active‖ to Y for the account in
the PAG
– Change account/org link FY and
PD start/end dates
• Best Practice Recommendation
– Verify that the account/org link is
valid
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Project Does Not Allow Charging
• Error
– Project does not allow charges
• Reason
– New project
– Not the lowest level of the project
– Incorrect project
– Project is closed
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Project Does Not Allow Charging
• Solutions
– If project should allow charges,
verify
• Correct project level is being used
• ―Active‖ is checked
• ―Allow Charging‖ is checked
– If project is closed and should be
closed
• Select a different project
• Best Practice Recommendation
– Verify that the project is accurate
– Click on ―Levels Setup‖ to find the
lowest level
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Nothing to Bill
• Error
– Nothing to calculate
• Reason
– No open billing data
• Transactions hit the project before
a Billing Formula was set up
– No unselected bills
– You are not a member of the
billing group(s) associated with
the specified project
– Data has been restricted by Org
Security
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Nothing To Bill
• Solution
– Add the Billing Formula
– Run special utility to populate Open
Billing Detail
• Projects > Billing > Utilities >
Updated Open Billing Detail
– Change or become a member of the
assigned Billing User Group
• Best Practice Recommendation
– Set up a Billing Formula when the
project is created
– LIMIT the project, account, and
period if you run the Update Open
Billing Detail utility
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Item ID Date Range
• Error
– Units did not bill
• Reason
– Usage date is outside of Item ID
date range
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Item ID Date Range
• Solution
– Submit a request to:
• Correct the Item ID date range
• Correct the timesheet correction
date
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Item ID Date Range
• Best Practice Recommendation
– After loading units, run COGNOS
report ―Units Analysis‖
– If units are not included on report,
then check Starting & Ending
Dates on Item IDs
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Labor Did Not Export
• Error
– Labor did not export
• Reasons
– ―Export Project‖ is set to Expense
or None
– Timesheet date is outside of
Period of Performance (PoP)
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Labor Did Not Export
• Solution
– Have ―Export Project‖ set to Time
Collection Project or Time &
Expense Project
• Best Practice Recommendation
– Always check this setting when
reviewing project setup
– Make sure correct dates are
entered and updated accordingly
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Bonus!
Helpful Hint
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Bonus! Helpful Hint
• If You Have a Project that You No
Longer Want Available in Your
Time & Labor System—but Don’t
Want to Deactivate the Project—
Have Export Project Changed to
None
– This will remove it from your Time
& Labor system
18Copyright © 2010 Deltek, Inc.
Loaded Labor Rate/PLC Issues
• Error
– Loaded labor rate on T&M
contracts
• Reason
– Rates not loaded for PoP of
timesheets
– Rate sequence not entered in
project
– Project Labor Category (PLC) not
linked to project
– PLC set up in Costpoint but not in
external HR software
– PLC not assigned to employee in
external HR software
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Loaded Labor Rate/PLC Issues
• Solution
– Submit a request to add any
missing data or links
• Best Practice Recommendation
– When a project that requires T&M
labor rates is created, verify that
all steps are completed correctly
for setup
20Copyright © 2010 Deltek, Inc.
Questions