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

19Copyright © 2010 Deltek, Inc.

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