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

Configure Employee Options

Use this screen to define export parameters for employee information.

The integration process uses these parameters to download this information from Costpoint into Deltek Capture Management and/or Deltek Resource Planning.

Note: In order to run this application, you must be licensed for the Deltek Costpoint to GovWin Capture Management Integration or Costpoint - Deltek Resource Planning Integration.

You must have access to Costpoint Personnel, and populate Costpoint with the employees' degrees, professional organizations, citizenship, and skills information in order to include this information in the download. If you do not have access to Costpoint Personnel, this screen is not fully functional.

Before you use this screen, you must first:

  • Configure employee information using the Manage Employee Information screen.
  • Establish degree codes on the Manage Degree Codes screen.
  • Establish professional organization codes on the Manage Professional Organization Codes screen.
  • Establish skill codes on the Manage Skill Codes screen.
  • Assign degree, professional organization, and skill codes to employee records using the Manage Education, Skills & Training Data screen.
  • Establish citizen codes and description on the Manage Citizen Status Codes, and then assign the citizen status code to employees on the Employee Country Status subtask of the Manage Employee Information screen.
  • Establish security codes on the Manage Internal Security Codes screen and Manage Federal Security Codes screen, and then assign security codes to employees on the Manage Employee Security Status screen.

After defining export parameters on this screen, run integration using either of the following methods:

  • If you use Deltek Resource Planning, go to the Transfer Resource Planning Data screen.
  • If you use Capture Management Web Services for integration, go to the Transfer GovWin Capture Management Data screen to run the integration.
  • If you use Deltek Connector, go to the Manage Interface Configuration and Scheduler screen to set up interface instances and schedule an integration process.

This screen contains the following two tabs which allow you define the settings for exporting employee information:

  • Options: Use this tab to specify the integration type and the employee information that you want to include in the integration.
  • Selection: Use this tab to specify the range of employees, organization, skill, education, professional organizations, and security clearance that you want to include in the integration.