Costpoint Tips and Tricks Series: Useful Utilities and Tools - Learning Video
This learning video provides information on various utilities, reports and processes that already reside in Costpoint that you may find useful.
Duration: 1hr
Course Objectives
- Identify the Labor History to General Ledger Comparison report, while understanding how to find the cause and correct the difference
- Use various payroll utilities to remove data for reprinting or computing needs
- Identify the labor utilization report and its features
- Generate a Revenue Worksheet
- Learn how to prepare pool data for the fiscal year and correct missing billing data
Instructor
Debbie Hofheimer
Costpoint SME and Sr Principal Instructor
Glossary
| Delete Timesheet Payroll Computed Flags | Removes the Payroll Computed flag on the timesheets that have not been posted to Payroll |
| Delete Payment Advices from Payroll Edit Table | Removes payment advice numbers, dates and direct deposit information for all records in the Pay Cycle |
| Delete Paychecks from Payroll Edit Table | Removes paycheck numbers and dates from the Employee Payroll Table for all records in a Pay Cycle |
| Purge Audit File Data | Permanent loss of data results from use of this utility |
| Print Labor Utilization Report | Displays employees and their percentages of direct charging |
| View License Information | Displays active employees and add-on modules |
| Print Data Dictionary | Contains table information for Costpoint |
| Purge Report Table Data | Purge outdated tables with many rows of data |
| Rebuild Global Settings | Synchronizes settings control screens and clears cache from Weblogic server |
| File Upload Manager | Uploads files and stores them in Costpoint |
| File Download | Repository for files uploaded through File Upload Manager |
| Print Labor History to GL Comparison Report | Compares data in Labor History and General Ledger Posting Summary tables |
| Update Financial Statement Summary Balances | Checks for discrepancies between the GL_POST_SUM and FS_SUM |
| Corporate Planner Interface | Imports General Ledger budget information with a .csv file |
| Defer Unposted Transactions | Changes the period or subperiod for unposted transactions |
| Validate Pool Account/Org Setups | Performs a variety of checks on your pool setups |
| Change Period Report Parameters | Updates report parameters for 17 project and billing reports and processes |
| Compare Project Ledger to General Ledger | Compares GL_POST_SUM and PROJ_SUM tables for missing data |
| Assign Account Function Codes | Assigns account function code numbers to all accounts in project ledger and prior years project ledger |
| Revenue Worksheet | Provides details on revenue calculations |
| Copy Pools | Copies pools setup data to new fiscal year and/or allocation group |
| Update Open Billing Detail Records | Copies detail information from source tables so invoicing can occur |
| Purge Open Billing Detail Records | Only fully written-off transactions removed, those that contain no amounts, hours or units to bill |
