Enter, or click to select, a valid project number that uses transactions for calculating billings. As you move to the next field, Costpoint validates that this project level allows charging. If this project and level does not allow charging, you receive an error and must correct this before you continue. When you save the transaction, Costpoint performs additional validations.

1. If the Which Orgs can charge specific Accts check box is selected in Limit group box on the Basic Info tab of the Manage Project User Flow, the program checks to see whether the project/account/organization combination is assigned to that project in the POA table and that it is active.
2. If the Accounts check box is selected in the Limit group box on the Basic Info tab on the Manage Project User Flow, the program checks to see whether the project/account combination is assigned to that project in the POA table and that it is active.
3. If you do not select either of these check boxes, the program performs no further validation on the project.

If you want to view records previously posted, click to retrieve them.

Click this button to put the entire transaction on hold. When you click this button, Costpoint copies the Transaction Amount, Transaction Hours, and Transaction Units values into the Amount on Hold, Hours on Hold, and Units on Hold fields, respectively. This eliminates the need for manually entering the on-hold values, but you can modify these values as necessary.

If the transaction has been partially billed, the on-hold amount/hours/units will be net of the partially billed amount/hours/units.

Enter, or click to select, the date until which the amount/hours/units specified should be put on hold. This field can be blank, but you have to access and edit the record again if you no longer want to defer the on-hold amount/hours/units from billing calculations. Alternatively, if you leave this field blank and want to release the items on hold, you can select the Auto-Release On-Hold Items check box on the Calculate Standard Bills screen and the items will be released and included in the billing calculation.

If the date you entered is outside of the record's period of performance, Costpoint displays an error message.