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

Create Project Transfer Journal Entries

Use this screen as second in a three-screen process to transfer direct costs associated with a project.

Warning: Do not use this screen unless you completely understand the project transfer process. Please contact your system consultant for assistance.

Do not attempt to run this process when other functions such as Post Timesheets, Compute/Print Pool Rates, Compute Burden Costs, Compute Revenue, or Calculate Standard Bills are running in Costpoint.

Use this screen only for the project transfer process. You can use this procedure to transfer any of the following types of projects: B&P (Bid & Proposal), Direct, Indirect, IR&D (Independent Research & Development), or WIP (Work in Process).

Use this screen after you have completed the Manage Project Transfer Information screen. Post all transactions for the current period before running this process. You will use the project transfer process most often to transfer current fiscal year costs from one project to another.

You must complete this screen before you use the Update Project Transfer History Tables screen. After this three-screen process is completed, you must recompute rates, compute burden, load labor rates for billing and revenue, compute revenue, and post revenue.