Related Topics
Use this section to view special topics related to project setup.
- Related Topics:
- Burden Rates Processing
The calculation of indirect rates, the allocation of service center costs, and the application of indirects to projects are all included in this discussion of burden rates processing. - Encumbrance Tracking
This topic discusses encumbrance tracking in Costpoint, in general terms. Specifics on the setup and processing of encumbrances are also discussed. - Estimate to Complete
Use the Estimate To Complete (ETC) feature to store estimated hours and amounts required to complete active projects. - Labor Categories/Billing Rates
Costpoint uses labor categories to classify labor hours for reporting and to provide project-specific job titles for which labor hours can be billed and used in revenue calculations. - Mass Add/Replicate Capabilites
Use the Mass Add Project Master Data screen to mass add or update multiple projects by replicating existing information across multiple records. - Modifying an Owning Organization on a Project
This topic can help you make modifications to an owning organization on a project. - Modifying Revenue Formulas
During the life of a contract, it may become necessary to modify the original revenue formula because of an error that was made when selecting the original revenue formula, a modification in the terms of the contract, or a modification in the reporting requirements of the contract. - Pool Setup Tips
Although setting up cost pools and service centers is intimidating to most people, it is reasonably straightforward in Costpoint. - Posting Revenue and Variances
You can post revenue immediately after the revenue computation process, or after completing BOTH the revenue computation and redistribution processes. - Project/Account/Organization Validations
Project transaction validation is the process by which Costpoint ensures that the proper accounts and organizations are charged to a project. - Project Account Groups
This topic discusses Project Account Groups and their role in various processes in Costpoint. Detailed information on each of the function codes is also provided. - Project Levels and Data
This topic discusses which levels of a project should contain various data in order to meet the requirements of the various Costpoint processes. - Project Setup Tips
Although setting up a project can be tedious and time-consuming, knowing which pieces of information have to be entered immediately in order to make Costpoint function properly, and which ones are optional, can lighten the load tremendously. - Project Transfer
Use the project transfer process to transfer a project and its related direct costs to another existing or newly created project. - Project Transfer Versus Multi-Job
Use the Project Transfer process in Costpoint Cost and Revenue Processing to transfer a project and its related direct costs to another existing or newly created project. - Revenue Computations
This topic describes how revenue is computed for the various revenue formulas. - Process a Project's Revenue
To compute the proper amount of revenue for a project, you must complete a number of steps. - Revenue Distribution
The Redistribute Revenue screen and the Redistribute Revenue by Project screen redistribute the revenue that has been applied to a single account/single organization (the revenue account and home organization) for a given project to all accounts/organizations that incurred cost. - Revenue Setup/Computation
This topic focuses on revenue setup and the issues involved. - The Project Budget Process
This topic provides a step-by-step discussion of the project budget process within Costpoint. - Work in Process
This topic discusses Work In Process (WIP) projects in general, their setup, their relation to Cost of Goods Sold (COGS), and the processing sequence required to ensure they are accounted for properly. - Alternate Project Structure
The Alternate Project Structure was designed to allow for more flexible project setup options and to provide an enhanced reporting capability. - Posting Revenue to Owning Organization/Performing Organization
You can choose to post revenue either to the Owning Organization or to the Performing Organization, depending on your reporting needs. - Why Use New Project Setup from Templates?
You can leverage the screens in New Project Setup from Templates in standardizing and automating your process of setting up projects in Costpoint. Defining and utilizing templates in project setup eliminates the need for duplicate data entry, saves time, and reduces inconsistencies in data entered between projects.
Parent Topic: Project Setup