Technical Information
This section discusses processing details and the information derived when importing project data into Costpoint.
Processing Details
- Any pre-existing information in the worktables is deleted. (Normally there is not any data in these tables at the start of processing unless a previous attempt to use the Import Project Master Data screen terminated abnormally.)
- If a SCHEMA.INI file does not exist in the Import Directory, Costpoint creates one when you click the Upload button on the Import Project Master Data screen. This file must exist in the import directory for the Project Preprocessor to validate any information in the input files.
- The preprocessor checks the length of each field as it is being read into the worktables. If a field is too long to fit into the worktable, it is truncated.
- Worktables are populated with the information from the .csv files. NULL columns are replaced with default project information, if appropriate, and then all records are validated.
- Error information is inserted into the Z_PJPPREP_ERR table. This information is displayed on the Import Project Information screen after the upload step is complete; you can sort the information by double-clicking the column heading. You can print the Project Preprocessor Error report for review.
- The Upload process must complete without errors before you can import into the database. When the Upload completes without errors, you can print the Project Preprocessor Report.
- Once you have printed the Project Preprocessor Report, the import process is enabled and you can import records into the database.
Derived Information
| Table Name | Costpoint Screen Name | Column Name | Costpoint Field Name | Derivation Information |
|---|---|---|---|---|
| PROJ | Basic Info tab of the Manage Project User Flow | TXBL_PROJ_FL | Insert an N. This field is not used. | |
| PROJ | Basic Info tab of the Manage Project User Flow | LVL_NO | Level | Derived from the PROJ_ID. |
| PROJ | Basic Info tab of the Manage Project User Flow | INVT_FL | Insert an N. This field is not used. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_END_DT | The upload process populates the end date with a NULL value. After importing the data, run the Update Project Period of Performance toolkit. This populates the correct values from the PROJ_MOD table. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_START_DT | The upload process populates the start date with a NULL value. After importing the data, run the Update Project Period of Performance toolkit. This populates the correct values from the PROJ_MOD table. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_ABBRV_CD | Project Abbreviation | If NULL in the input file, insert a ' ' (space) because NULLs are not allowed in the PROJ table. |
| PROJ | Basic Info tab of the Manage Project User Flow | MODIFIED_BY | User ID that imports the data. | |
| PROJ | Basic Info tab of the Manage Project User Flow | TIME_STAMP | System date and time of import. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_V_TOT_AMT | The upload process populates the total contract value with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_F_TOT_AMT | The upload process populates the total funded value with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table. | |
| PROJ | Basic Info tab of the Manage Project User Flow | ROWVERSION | Enter zero. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L1_PROJ_NAME | PROJ_NAME. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L2_PROJ_NAME | If LVL_NO > 1, PROJ_NAME of LVL_2 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L3_PROJ_NAME | If LVL_NO > 2, PROJ_NAME of LVL_3 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L4_PROJ_NAME | If LVL_NO > 3, PROJ_NAME of LVL_4 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L5_PROJ_NAME | If LVL_NO > 4, PROJ_NAME of LVL_5 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L6_PROJ_NAME | If LVL_NO > 5, PROJ_NAME of LVL_6 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L7_PROJ_NAME | If LVL_NO > 6, PROJ_NAME of LVL_7 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L8_PROJ_NAME | If LVL_NO > 7, PROJ_NAME of LVL_8 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L9_PROJ_NAME | If LVL_NO > 8, PROJ_NAME of LVL_9 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L10_PROJ_NAME | If LVL_NO > 9, PROJ_NAME of LVL_10 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L11_PROJ_NAME | If LVL_NO > 10, PROJ_NAME of LVL_11 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L12_PROJ_NAME | If LVL_NO > 11, PROJ_NAME of LVL_12 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L13_PROJ_NAME | If LVL_NO > 12, PROJ_NAME of LVL_13 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L14_PROJ_NAME | If LVL_NO > 13, PROJ_NAME of LVL_14 PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | GOVT_LAB_TYPE_FL | N. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L1_PROJ_SEG_ID | First segment of Proj ID. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L2_PROJ_SEG_ID | If LVL_NO > 1, 2nd Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L3_PROJ_SEG_ID | If LVL_NO > 2, 3rd Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L4_PROJ_SEG_ID | If LVL_NO > 3, 4th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L5_PROJ_SEG_ID | If LVL_NO > 4, 5th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L6_PROJ_SEG_ID | If LVL_NO > 5, 6th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L7_PROJ_SEG_ID | If LVL_NO > 6, 7th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L8_PROJ_SEG_ID | If LVL_NO > 7, 8th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L9_PROJ_SEG_ID | If LVL_NO > 8, 9th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L10_PROJ_SEG_ID | If LVL_NO > 9, 10th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L11_PROJ_SEG_ID | If LVL_NO > 10, 11th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L12_PROJ_SEG_ID | If LVL_NO > 11, 12th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L13_PROJ_SEG_ID | If LVL_NO > 12, 13th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L14_PROJ_SEG_ID | If LVL_NO > 13, 14th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | L15_PROJ_SEG_ID | If LVL_NO > 14, 15th Segment of PROJ_ID, else NULL. | |
| PROJ | Basic Info tab of the Manage Project User Flow | LAST_RQ_ID | NULL. This field is not used. | |
| PROJ | Basic Info tab of the Manage Project User Flow | RQ_APPR_PROC_CD | NULL. This field is populated when a project is linked to a Requisition Approval Process Code on the Manage Purchase Requisition Approval Processes screen. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_MGR_NAME | Project Manager (Name) | If PROJ_MGR_NAME is NULL and EMPL_ID is populated in the input file, insert the PROJ_MGR_NAME value by selecting the LAST_FIRST_NAME from the EMPL table where the EMPL_ID in input file = EMPL_ID in EMPL table. If both EMPL_ID and PROJ_MGR_NAME are NULL in the input file, make the PROJ_MGR_NAME = ' ' since PROJ_MGR_NAME does not allow NULLS in the table. |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_V_FEE_AMT | The upload process populates the contract fee amount with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_V_CST_AMT | The upload process populates the contract cost amount with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_F_FEE_AMT | The upload process populates the funded fee amount with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PROJ_F_CST_AMT | The upload process populates the funded cost amount with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table. | |
| PROJ | Basic Info tab of the Manage Project User Flow | PRIME_CONTR_ID | Prime Contract No | If the PRIME_CONTR_ID is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in this field. |
| PROJ | Basic Info tab of the Manage Project User Flow | SUBCTR_ID | Subcontractor No | If the SUBCTR_ID is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in this field. |
| PROJ | Basic Info tab of the Manage Project User Flow | CUST_PO_ID | Purchase Order No | If the CUST_PO_ID is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in this field. |
| PROJ_EDIT | PROJ_ID | PROJ_ID from PROJ. | ||
| PROJ_EDIT | PROJ_NAME | PROJ_NAME from PROJ. | ||
| PROJ_EDIT | PROJ_ABBRV_CD | PROJ_ABBRV_CD from PROJ. | ||
| PROJ_EDIT | ACCT_GRP_CD | ACCT_GRP_CD from PROJ. | ||
| PROJ_EDIT | ORG_ID | ORG_ID from PROJ. | ||
| PROJ_EDIT | ALLOW_CHARGES_FL | ALLOW_CHARGES_FL from PROJ. | ||
| PROJ_EDIT | ACTIVE_FL | ACTIVE_FL from PROJ. | ||
| PROJ_EDIT | DFLT_ORG_ENTRY_FL | DFLT_ORG_ENTRY_FL from PROJ. | ||
| PROJ_EDIT | LIMIT_ACCTS_FL | LIMIT_ACCTS_FL from PROJ. | ||
| PROJ_EDIT | LIMIT_ORGS_FL | LIMIT_ORGS_FL from PROJ. | ||
| PROJ_EDIT | LIMIT_AO_FL | LIMIT_AO_FL from PROJ. | ||
| PROJ_EDIT | PROJ_START_DT | PROJ_START_DT from PROJ (NULL). | ||
| PROJ_EDIT | PROJ_END_DT | PROJ_END_DT from PROJ (NULL). | ||
| PROJ_EDIT | PROJ_WORK_FRC_FL | PROJ_WORK_FRC_FL from PROJ. | ||
| PROJ_EDIT | TOP_LVL_WRK_FRC_FL | TOP_LVL_WRK_FRC_FL from PROJ. | ||
| PROJ_EDIT | MODIFIED_BY | USER ID that imports the data. | ||
| PROJ_EDIT | TIME_STAMP | System date and time of import. | ||
| PROJ_EDIT | ROWVERSION | ROWVERSION from PROJ. | ||
| PROJ_LVL | PROJ_ID_TOP | Project Structure defined in PROJ. | ||
| PROJ_LVL | PROJ_LVL_KEY | Project Structure defined in PROJ. | ||
| PROJ_LVL | LVL_NO | Project Structure defined in PROJ. | ||
| PROJ_LVL | LVL_LEN_NO | Project Structure defined in PROJ. | ||
| PROJ_LVL | LVL_NAME | If the Level Name of the derived level number for the project exists in the DEFAULT_PROJ_LEVELS table, insert the LVL_NAME from the DEFAULT_PROJ_LEVELS table. If the Level Name does not exist in the DEFAULT_PROJ_LEVELS table, insert "Level X" and substitute X for the appropriate level number. | ||
| PROJ_LVL | MODIFIED_BY | USER ID that imports the data. | ||
| PROJ_LVL | TIME_STAMP | System date and time of import. | ||
| PROJ_LVL | ROWVERSION | ROWVERSION from PROJ. | ||
| PROJ_ERMS | PROJ_ID | If you are licensed for ERMS, insert PROJ_ID from PROJ. If you are not licensed for ERMS, this table is not created. | ||
| PROJ_ERMS | EXPORT_FL | If you are licensed for ERMS, insert N. If you are not licensed for ERMS, this table is not created. | ||
| PROJ_ERMS | MODIFIED_BY | If you are licensed for ERMS, insert USER ID that imports the data. If you are not licensed for ERMS, this table is not created. | ||
| PROJ_ERMS | TIME_STAMP | If you are licensed for ERMS, insert System Date and Time of import. If you are not licensed for ERMS, this table is not created. | ||
| PROJ_ERMS | ROWVERSION | If licensed for ERMS, insert ROWVERSION from PROJ. If not licensed for ERMS, this table is not created. | ||
| PROJ_MOD | Manage Modifications | PROJ_MOD_DESC | If PROJ_MOD_DESC is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in the table. | |
| PROJ_MOD | Manage Modifications | NOTES | Notes | If NOTES is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in the table. |
| PROJ_MOD | Manage Modifications | MODIFIED_BY | USER ID that imports the data. | |
| PROJ_MOD | Manage Modifications | TIME_STAMP | System date and time of import. | |
| PROJ_MOD | Manage Modifications | PROJ_V_PROFT_RT | Value Fee % | If PROJ_V_CST_AMT is not NULL, PROJ_V_FEE_AMT / PROJ_V_CST_AMT; otherwise, use 0. |
| PROJ_MOD | Manage Modifications | PROJ_F_PROFT_RT | Funding Fee % | If PROJ_F_CST_AMT is not NULL, PROJ_F_FEE_AMT / PROJ_F_CST_AMT; otherwise, use 0. |
| PROJ_MOD | Manage Modifications | ROWVERSION | ||
| PROJ_MOD | Manage Modifications | PROJ_MOD_ID | ID | If the Modification ID is NULL in the input file, insert 0000. This field is required in the PROJ_MOD table. |
| PROJ_MOD | Manage Modifications | ITEM_KEY | Synthetic key (system use). | |
| PROJ_REV_SETUP | Manage Revenue Information | REV_ADJ_AMT | Zero. | |
| PROJ_REV_SETUP | Manage Revenue Information | CONTR_LOSS_VAL_AMT | ITD Revenue Loss Amount | Zero. |
| PROJ_REV_SETUP | Manage Revenue Information | MODIFIED_BY | User ID that imports the data. | |
| PROJ_REV_SETUP | Manage Revenue Information | TIME_STAMP | System date and time of import. | |
| PROJ_REV_SETUP | Manage Revenue Information | ROWVERSION | Enter zero. | |
| PROJ_REV_SETUP | Manage Revenue Information | REV_CALC1_AMT | (The name changes based on the revenue formula. See the "Revenue Formula Validation Detail" section.) | If this field is NULL in the input file and S_Rev_Formula_CD = CIMR, RSMNLM, or CVPCVSE, insert 1. If this field is NULL in the input file and S_Rev_Formula_CD does not = CIMR, RSMNLM, or CVPCVSE, insert zero. |
| PROJ_REV_SETUP | Manage Revenue Information | REV_CALC2_AMT | (The name changes based on the revenue formula. See the "Revenue Formula Validation Detail" section.) | If this field is NULL in the input file and S_Rev_Formula_CD = CVPCVSE, insert 1. If this field is NULL in the input file and S_Rev_Formula_CD does not = CVPCVSE, insert zero. |
| PROJ_REV_SETUP | Manage Revenue Information | LBR_MULT_RT | Goal Multiplier - Labor | If this field is NULL in the input file, insert a 1. |
| PROJ_REV_SETUP | Manage Revenue Information | NLBR_MULT_RT | Goal Multiplier - Non Labor | If this field is NULL in the input file, insert a 1. |
| PROJ_BILL_INFO | Manage Project Billing Information | LAST_BILL_NO_ID | Last Bill Number | If the Last Bill Number is NULL in the input file, insert a ' ' (space) since NULLs are not allowed in the PROJ_BILL_INFO table. |
| PROJ_BILL_INFO | Manage Project Billing Information | S_WHEN_RETAIN_CD | Retainage - Withhold On | If the Retainage Withhold On field is NULL in the input file, insert a ' ' (space) since NULLs are not allowed in the PROJ_BILL_INFO table. |
| PROJ_BILL_INFO | Manage Project Billing Information | S_1035_TYPE | Government 1035 Format Information - Print Cost Plus/Fixed Price Format or Print Using T&M Format | If the 1035 Format is NULL in the input file, insert CP since NULLs are not allowed in the PROJ_BILL_INFO table. |
| PROJ_BILL_INFO | Manage Project Billing Information | ACCT_LVL_1035_NO | Roll up accounts to level | If the ACCT_LVL_1035_NO is NULL in the input file, insert 1 since NULLs are not allowed in the PROJ_BILL_INFO table. |
| PROJ_BILL_INFO | Manage Project Billing Information | MODIFIED_BY | USER ID that imports the data. | |
| PROJ_BILL_INFO | Manage Project Billing Information | TIME_STAMP | System date and time of import. | |
| PROJ_BILL_INFO | Manage Project Billing Information | ROWVERSION | ||
| PROJ_BILL_INFO | Manage Project Billing Information | LAST_BILL_NO | Last Bill Number — Numeric Suffix. | |
| PROJ_BILL_INFO | Manage Project Billing Information | BILL_NUM_LEN_NO | Length of Last Bill Number — Numeric Suffix. | |
| PROJ_BILL_INFO | Manage Project Billing Information | LAST_BILL_ID | Last Bill Number — Character Prefix. | |
| PROJ_BILL_INFO | Manage Project Billing Information | BILL_DESC | Bill Heading | If the Bill Heading is NULL in the input file, insert a ' ' (space) since NULLs are not allowed for this field in the PROJ_BILL_INFO table. |
| PROJ_BILL_INFO | Manage Project Billing Information | S_INVT_BILL_CD | Bill Inventory Issues As (Cost, Units, Accounts) | If S_INVT_BILL_CD is NULL, insert C. |
| PROJ_BILL_INFO | Manage Project Billing Information | PRICE_CATLG_CD | Catalog | If PRICE_CATLG_CD is NULL in the input file, insert a ' ' (space). |
| PROJ_BILL_INFO | Manage Project Billing Information | S_PRICE_SRCE_CD | If S_INVT_BILL_CD = C, insert a " " (space). If S_INVT_BILL_CD = U or A, insert C if PRICE_CATLG_CD is not NULL, and P if PRICE_CATLG_CD is NULL and CLIN_ID is not NULL. | |
| PROJ_BILL_INFO | Manage Project Billing Information | CLIN_ID | CLIN | If CLIN_ID is NULL in the input file, insert a " " (space). |
| PROJ_BILL_INFO | Manage Project Billing Information | SRCE_PROJ_ID | Source Project | If CLIN_ID is not NULL, insert PROJ_ID from PROJ_CLIN where CLIN_ID equals CLIN_ID in PROJ_CLIN. If CLIN_ID is NULL or if it is equal to a " " (space), insert a " " (space) for the SRCE_PROJ_ID. |
| PROJ_BILL_INFO | Manage Project Billing Information | PROGRESS_PMT_RT | Rates — Progress Payment | If this field is NULL, enter 1. |
| PROJ_BILL_INFO | Manage Project Billing Information | EST_CST_AMT | Estimate to Complete | If this field is NULL, enter zero. |
| PROJ_BILL_INFO | Manage Project Billing Information | LAST_1443_NO | Enter a zero. | |
| PROJ_BILL_INFO | Manage Project Billing Information | LAST_1443_ID | Enter a " " (space). | |
| PROJ_BILL_INFO | Manage Project Billing Information | LAST_1443_NO_ID | Enter a " " (space). | |
| PROJ_BILL_INFO | Manage Project Billing Information | LEN_1443_NO | Enter zero. | |
| PROJ_BILL_INFO | Manage Project Billing Information | S_CONTR_PRICE_CD | Contract Info — Price Basis | If Price Basis is NULL, insert a " " (space) since NULLs are not allowed in the table. |
| PROJ_BILL_INFO | Manage Project Billing Information | CONTR_OVRIDE_AMT | Other Amount | If this field is NULL, enter zero. |
| PROJ_BILL_INFO | Manage Project Billing Information | CONTR_REP_NAME | Contract Info — Rep Name | If this field is NULL, enter a " " (space) since NULLs are not allowed in the table. |
| PROJ_BILL_INFO | Manage Project Billing Information | CONTR_REP_TITLE | Contract Info — Rep Title | If this field is NULL, enter a " " (space) since NULLs are not allowed in the table. |
| PROJ_BILL_INFO | Manage Project Billing Information | CONTR_OFFCR_ TITLE | Input a " " (space). | |
| PROJ_BILL_INFO | Manage Project Billing Information | RSN_CD | Reason Code | Insert a " " (space). This field is not used. |
| PROJ_CUST_SETUP | Manage Project Billing Information — Customers subtask | MODIFIED_BY | User ID that imports the data. | |
| PROJ_CUST_SETUP | Manage Project Billing Information — Customers subtask | TIME_STAMP | System date and time of import. | |
| PROJ_CUST_SETUP | Manage Project Billing Information — Customers subtask | ROWVERSION | Enter zero. | |
| PROJ_ORG_ACCT | Link Projects/Accounts/ Organizations | MODIFIED_BY | User ID that imports the data. | |
| PROJ_ORG_ACCT | Link Projects/Accounts/ Organizations | TIME_STAMP | System date and time of import. | |
| PROJ_ORG_ACCT | Link Projects/Accounts/ Organizations | ROWVERSION | Enter zero. | |
| PROJ_GOVT_CONTR | Manage Government Contract Information | DMS_DPS_CD | DPAS Purchasing Rating | If this field is NULL, enter a " " (space) since NULLs are not allowed in the table. |
| PROJ_GOVT_CONTR | Manage Government Contract Information | COM_APPLIC_FL | Insert a NULL. This field is not in use. It exists in the PROJ table. | |
| PROJ_GOVT_CONTR | Manage Government Contract Information | FUND_SRCE_DESC | Funding Source | If this field is NULL in the input file, insert a " " (space) since NULLs are not allowed in the input file. |
| PROJ_GOVT_CONTR | Manage Government Contract Information | PRIME_CONTR_ID | Insert a NULL. This field is not in use. It exists in the PROJ table. | |
| PROJ_GOVT_CONTR | Manage Government Contract Information | SUBCTR_ID | Insert a NULL. This field is not in use. It exists in the PROJ table. | |
| PROJ_GOVT_CONTR | Manage Government Contract Information | MODIFIED_BY | User ID that imports the data. | |
| PROJ_GOVT_CONTR | Manage Government Contract Information | TIME_STAMP | System date and time of import. | |
| PROJ_GOVT_CONTR | Manage Government Contract Information | ROWVERSION | Enter zero. | |
| PROJ_GOVT_CONTR | Manage Government Contract Information | CUST_PO_ID | Insert a NULL. This field is not in use. It exists in the PROJ table. | |
| PROJ_LAB_CAT | Link Project Labor Categories to Projects | BILL_LAB_CAT_DESC | Description | If NULL in the input file, insert the BILL_LAB_CAT_DESC from the BILL_LAB_CAT table where BILL_LAB_CAT_CD in the input file equals the BILL_LAB_CAT_CD in the BILL_LAB_CAT table. |
| PROJ_LAB_CAT | Link Project Labor Categories to Projects | MODIFIED_BY | User ID that imports the data. | |
| PROJ_LAB_CAT | Link Project Labor Categories to Projects | TIME_STAMP | System date and time of import. | |
| PROJ_LAB_CAT | Link Project Labor Categories to Projects | ROWVERSION | ||
| PROJ_EMPL | Manage Employee Work Force | MODIFIED_BY | User ID that imports the data. | |
| PROJ_EMPL | Manage Employee Work Force | TIME_STAMP | System date and time of import. | |
| PROJ_EMPL | Manage Employee Work Force | ROWVERSION | Enter zero. | |
| PROJ_VEND | Manage Vendor Work Force | MODIFIED_BY | User ID that imports the data. | |
| PROJ_VEND | Manage Vendor Work Force | TIME_STAMP | System date and time of import. | |
| PROJ_VEND | Manage Vendor Work Force | ROWVERSION | Enter zero. | |
| PROJ_VEND_EMPL | Manage Vendor Employee Work Force | MODIFIED_BY | User ID that imports the data. | |
| PROJ_VEND_EMPL | Manage Vendor Employee Work Force | TIME_STAMP | System date and time of import. | |
| PROJ_VEND_EMPL | Manage Vendor Employee Work Force | ROWVERSION | Enter zero. | |
| PROJ_EMPL_LAB_CAT | Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen | MODIFIED_BY | User ID that imports the data. | |
| PROJ_EMPL_LAB_CAT | Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen | TIME_STAMP | System date and time of import. | |
| PROJ_EMPL_LAB_CAT | Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen | ROWVERSION | Enter zero. | |
| PROJ_VEND_LAB_CAT | Assign PLC to Vendor Work Force subtask of the Manage Vendor Work Force screen | MODIFIED_BY | User ID that imports the data. | |
| PROJ_VEND_LAB_CAT | Assign PLC to Vendor Work Force subtask of the Manage Vendor Work Force screen | TIME_STAMP | System date and time of import. | |
| PROJ_VEND_LAB_CAT | Assign PLC to Vendor Work Force subtask of the Manage Vendor Work Force screen | ROWVERSION | Enter zero. | |
| PROJ_VEND_EMPL_PLC | Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen | MODIFIED_BY | User ID that imports the data. | |
| PROJ_VEND_EMPL_PLC | Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen | TIME_STAMP | System date and time of import. | |
| PROJ_VEND_EMPL_PLC | Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen | ROWVERSION | Enter zero. | |
| BILL_LAB_CAT | Manage Project Labor Categories (PLC) | MODIFIED_BY | User ID that imports the data. | |
| BILL_LAB_CAT | Manage Project Labor Categories (PLC) | TIME_STAMP | System date and time of import. | |
| BILL_LAB_CAT | Manage Project Labor Categories (PLC) | ROWVERSION | Enter zero. | |
| BILL_LAB_CAT | Manage Project Labor Categories (PLC) | BILL_AVG_RT_AMT | Enter zero. | |
| PROJ_LAB_CAT_MAP | Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen | MODIFIED_BY | User ID that imports the data. | |
| PROJ_LAB_CAT_MAP | Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen | TIME_STAMP | System date and time of import. | |
| PROJ_LAB_CAT_MAP | Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen | ROWVERSION | Enter zero. | |
| PROJ_LAB_CAT_RT_SC | Link Project Labor Categories to Projects | PROJ_LC_RT_KEY | Insert Max (LAST_KEY) + 1 from the SEQ_GENERATOR table where S_TABLE_ID = DELTEK.PROJ_LAB_CAT_RT_SC. | |
| PROJ_LAB_CAT_RT_SC | Link Project Labor Categories to Projects | START_DT | If this field is NULL in the input file, insert "01/01/1900." | |
| PROJ_LAB_CAT_RT_SC | Link Project Labor Categories to Projects | END_DT | Ending Date | If this field is NULL in the input file, insert 12/31/3000. |
| PROJ_LAB_CAT_RT_SC | Link Project Labor Categories to Projects | MODIFIED_BY | User ID that imports the data. | |
| PROJ_LAB_CAT_RT_SC | Link Project Labor Categories to Projects | TIME_STAMP | System date and time of import. | |
| PROJ_LAB_CAT_RT_SC | Link Project Labor Categories to Projects | ROWVERSION | Enter zero. | |
| PROJ_EMPL_RT_SCH | Link PLC Rates to Employee/Vendor screen | PROJ_EMPL_RT_KEY | Synthetic Key (System Use). | |
| PROJ_EMPL_RT_SCH | Link PLC Rates to Employee/Vendor screen | START_DT | Starting Date | If this field is NULL in the input file, insert 01/01/1900. |
| PROJ_EMPL_RT_SCH | Link PLC Rates to Employee/Vendor screen | END_DT | Ending Date | If this field is NULL in the input file, insert 12/31/3000. |
| PROJ_EMPL_RT_SCH | Link PLC Rates to Employee/Vendor screen | MODIFIED_BY | User ID that imports the data. | |
| PROJ_EMPL_RT_SCH | Link PLC Rates to Employee/Vendor screen | TIME_STAMP | System date and time of import. | |
| PROJ_EMPL_RT_SCH | Link PLC Rates to Employee/Vendor screen | ROWVERSION | Enter zero. | |
| LAB_CAT_RT_SCH | Manage Project Labor Categories (PLC) — Billing Rates subtask | LAB_CAT_RT_KEY | Synthetic Key (System Use). | |
| LAB_CAT_RT_SCH | Manage Project Labor Categories (PLC) — Billing Rates subtask | START_DT | Starting Date | If this field is NULL in the input file, insert 01/01/1900. |
| LAB_CAT_RT_SCH | Manage Project Labor Categories (PLC) — Billing Rates subtask | END_DT | Ending Date | If this field is NULL in the input file, insert 01/01/3000. |
| LAB_CAT_RT_SCH | Manage Project Labor Categories (PLC) — Billing Rates subtask | MODIFIED_BY | User ID that imports the data. | |
| LAB_CAT_RT_SCH | Manage Project Labor Categories (PLC) — Billing Rates subtask | TIME_STAMP | System date and time of import. | |
| LAB_CAT_RT_SCH | Manage Project Labor Categories (PLC) — Billing Rates subtask | ROWVERSION | Enter zero. | |
| TM_RT_ORDER | Manage Rate Sequence Orders | MODIFIED_BY | User ID that imports the data. | |
| TM_RT_ORDER | Manage Rate Sequence Orders | TIME_STAMP | System date and time of import. | |
| TM_RT_ORDER | Manage Rate Sequence Orders | ROWVERSION | Enter zero. | |
| TM_RT_ORDER | Manage Rate Sequence Orders | TM_RT_ORDER_KEY | Synthetic Key (System Use). | |
| CEIL_DIR_CST | Manage Direct Cost Ceilings | MODIFIED_BY | User ID that imports the data. | |
| CEIL_DIR_CST | Manage Direct Cost Ceilings | TIME_STAMP | System date and time of import. | |
| CEIL_DIR_CST | Manage Direct Cost Ceilings | ROWVERSION | ||
| CEIL_DIR_HRS | Manage Direct Cost Ceilings | MODIFIED_BY | User ID that imports the data. | |
| CEIL_DIR_HRS | Manage Direct Cost Ceilings | TIME_STAMP | System date and time of import. | |
| CEIL_DIR_HRS | Manage Direct Cost Ceilings | ROWVERSION | Enter zero. | |
| CEIL_BURDEN_CST | Manage Burden Cost Ceilings | ALLOC_GRP_NO | Insert 1. | |
| CEIL_BURDEN_CST | Manage Burden Cost Ceilings | MODIFIED_BY | User ID that imports the data. | |
| CEIL_BURDEN_CST | Manage Burden Cost Ceilings | TIME_STAMP | System date and time of import. | |
| CEIL_BURDEN_CST | Manage Burden Cost Ceilings | ROWVERSION | Enter zero. | |
| EMPL_CEIL | Manage Employee Hour Ceilings | MODIFIED_BY | User ID that imports the data. | |
| EMPL_CEIL | Manage Employee Hour Ceilings | TIME_STAMP | System date and time of import. | |
| EMPL_CEIL | Manage Employee Hour Ceilings | ROWVERSION | Enter zero. | |
| VEND_CEIL | Manage Vendor Hour Ceilings | MODIFIED_BY | User ID that imports the data. | |
| VEND_CEIL | Manage Vendor Hour Ceilings | TIME_STAMP | System date and time of import. | |
| VEND_CEIL | Manage Vendor Hour Ceilings | ROWVERSION | Enter zero. | |
| PROJ_BILL_INFO_SCH | Manage Project Billing Information — Detail Levels subtask | MODIFIED_BY | User ID that imports the data. | |
| PROJ_BILL_INFO_SCH | Manage Project Billing Information — Detail Levels subtask | TIME_STAMP | System date and time of import. | |
| PROJ_BILL_INFO_SCH | Manage Project Billing Information — Detail Levels subtask | ROWVERSION | Enter zero. | |
| OVRIDE_MLT_ON_DIR | Manage Multiplier Overrides | MODIFIED_BY | User ID that imports the data. | |
| OVRIDE_MLT_ON_DIR | Manage Multiplier Overrides | TIME_STAMP | System date and time of import. | |
| OVRIDE_MLT_ON_DIR | Manage Multiplier Overrides | ROWVERSION | Enter zero. | |
| OVRIDE_FEE_ON_DIR | Manage Cost Fee Overrides | MODIFIED_BY | User ID that imports the data. | |
| OVRIDE_FEE_ON_DIR | Manage Cost Fee Overrides | TIME_STAMP | System date and time of import. | |
| OVRIDE_FEE_ON_DIR | Manage Cost Fee Overrides | ROWVERSION | Enter zero. | |
| OVRIDE_FEE_ON_BURD | Manage Burden Fee Overrides | ALLOC_GRP_NO | Insert 1. | |
| OVRIDE_FEE_ON_BURD | Manage Burden Fee Overrides | MODIFIED_BY | User ID that imports the data. | |
| OVRIDE_FEE_ON_BURD | Manage Burden Fee Overrides | TIME_STAMP | System date and time of import. | |
| OVRIDE_FEE_ON_BURD | Manage Burden Fee Overrides | ROWVERSION | Enter zero. | |
| EMPL_PROJ_TS_DFLT | Manage Employee Project Timesheet Defaults | TIME_STAMP | System date and time of import. | |
| EMPL_PROJ_TS_DFLT | Manage Employee Project Timesheet Defaults | ROWVERSION | Enter zero. | |
| EMPL_PROJ_TS_DFLT | Manage Employee Project Timesheet Defaults | OT_PAY_TYPE | Insert a NULL. This field is not used. | |
| EMPL_PROJ_TS_DFLT | Manage Employee Project Timesheet Defaults | MODIFIED_BY | User ID that imports the data. | |
| LAB_ACCT_GRP_DFLT | Manage Labor-Group Proj-Acct-Group Timesheet Defaults | OT_PAY_TYPE | Insert a NULL. This field is not used. | |
| LAB_ACCT_GRP_DFLT | Manage Labor-Group Proj-Acct-Group Timesheet Defaults | MODIFIED_BY | User ID that imports the data. | |
| LAB_ACCT_GRP_DFLT | Manage Labor-Group Proj-Acct-Group Timesheet Defaults | TIME_STAMP | System date and time of import. | |
| LAB_ACCT_GRP_DFLT | Manage Labor-Group Proj-Acct-Group Timesheet Defaults | ROWVERSION | Enter zero. | |
| EMPL_ACCT_GRP_DFLT | Manage Employee Proj-Acct-Group Timesheet Defaults | MODIFIED_BY | User ID that imports the data. | |
| EMPL_ACCT_GRP_DFLT | Manage Employee Proj-Acct-Group Timesheet Defaults | TIME_STAMP | System date and time of import. | |
| EMPL_ACCT_GRP_DFLT | Manage Employee Proj-Acct-Group Timesheet Defaults | ROWVERSION | Enter zero. | |
| EMPL_ACCT_GRP_DFLT | Manage Employee Proj-Acct-Group Timesheet Defaults | OT_PAY_TYPE | Insert a NULL. This field is not used. | |
| PROJ_TS_DFLT | Manage Project Timesheet Defaults | OT_PAY_TYPE | Insert a NULL. This field is not used. | |
| PROJ_TS_DFLT | Manage Project Timesheet Defaults | MODIFIED_BY | User ID that imports the data. | |
| PROJ_TS_DFLT | Manage Project Timesheet Defaults | TIME_STAMP | System date and time of import. | |
| PROJ_TS_DFLT | Manage Project Timesheet Defaults | ROWVERSION | Enter zero. |
Up to four new tables are included in the upload process. No new .CSV files are required for them. The data inserted into the tables derives from existing .CSV files. These tables were introduced for enhanced performance:
- PROJ_HIERARCHY: This table stores the ALL projects and their parent project number. This table derives from the PROJ.CSV file.
- PROJ_SRCE_PROJ: This table stores ALL projects and their source project number. The source project number is used for project labor category defaults and validations. This table derives from the PROJ.CSV file and/or TM_RT_ORDER.CSV file.
- PROJ_INVC_PROJ: This table stores the billing level invoice project number and all children of the invoice project. This table derives from the PROJ_BILL_INFO.CSV file, which determines the invoice project number, and the PROJ.CSV file, which determines the child project numbers.
- PROJ_REV_PROJ: This table stores the revenue level project number and all children of the revenue project. This table derives from the PROJ_REV_SETUP.CSV file, which determines the revenue project number, and the PROJ.CSV file, which determines the child project numbers.
The tables derive as follows:
| Table Name | Column Name | Data Type | Data Length | "R" (Required) / "O" (Optional) / "D" (Derived) | Required in the Input File (I) or Default Project (D) | Derivation Information |
|---|---|---|---|---|---|---|
| PROJ_HIERARCHY | PROJ_ID | VARCHAR | 30 | D | PROJ_ID from PROJ | |
| PROJ_HIERARCHY | LVL_NO | SMALL INT | 22 | D | LVL_NO from PROJ | |
| PROJ_HIERARCHY | PARENT_PROJ_ID | VARCHAR | 30 | D | Derived from PROJ project structure. When LVL_NO = 1, the PARENT_PROJ_ID is always NULL. When LVL_NO = 2, the PARENT_PROJ_ID is equal to the L1_PROJ_SEG_ID. When LVL_NO =3, the PARENT_PROJ_ID value is equal to the L2_PROJ_SEG_ID, and so on. | |
| PROJ_HIERARCHY | HAVE_CHILDREN_FL | VARCHAR | 1 | D | Derived from PROJ_HIERARCHY. If the PROJ_HIERARCHY.PROJ_ID is found in the PARENT_PROJ_ID field for the project structure, update the HAVE_CHILDREN_FL to Y; otherwise, update to N. | |
| PROJ_HIERARCHY | L1_PROJ_SEG_ID | VARCHAR | 30 | D | L1_PROJ_SEG_ID from PROJ | |
| PROJ_HIERARCHY | COMPANY_ID | VARCHAR | 10 | D | The company the user is logged into. | |
| PROJ_HIERARCHY | MODIFIED_BY | VARCHAR | 20 | D | ID of the user who imports the data. | |
| PROJ_HIERARCHY | TIME_STAMP | DATE | 7 | D | System date and time of import. | |
| PROJ_HIERARCHY | ROWVERSION | INTEGER | 22 | D | Input 0. | |
| PROJ_SRCE_PROJ | PROJ_ID | VARCHAR | 30 | D | PROJ_ID from PROJ | |
| PROJ_SRCE_PROJ | SRCE_PROJ_ID | VARCHAR | 30 | D | Derived from PROJ or TM_RT_ORDER | |
| PROJ_SRCE_PROJ | L1_PROJ_SEG_ID | VARCHAR | 30 | D | L1_PROJ_SEG_ID from PROJ | |
| PROJ_SRCE_PROJ | PROJ_NAME | VARCHAR | 25 | D | PROJ_NAME from PROJ. The PROJ_NAME comes from the top level project number when TOP_LVL_WRK_FRC_FL = Y. | |
| PROJ_SRCE_PROJ | COMPANY_ID | VARCHAR | 10 | D | The company the user is logged into. | |
| PROJ_SRCE_PROJ | DUMMY_STR_1 | VARCHAR | 30 | D | NULL; reserved for future use. | |
| PROJ_SRCE_PROJ | DUMMY_STR_2 | VARCHAR | 30 | D | NULL; reserved for future use. | |
| PROJ_SRCE_PROJ | DUMMY_DATE_1 | DATE | 7 | D | NULL; reserved for future use. | |
| PROJ_SRCE_PROJ | MODIFIED_BY | VARCHAR | 20 | D | User who imports the data. | |
| PROJ_SRCE_PROJ | TIME_STAMP | DATE | 7 | D | System date and time of import. | |
| PROJ_SRCE_PROJ | ROWVERSION | INTEGER | 22 | D | Imput 0. | |
| ROJ_INVC_PROJ | PROJ_ID | VARCHAR | 30 | D | PROJ_ID from PROJ where the LVL_NO for the project structure is greater than or equal to the LVL_NO of the billing level project number from PROJ_BILL_INFO. | |
| PROJ_INVC_PROJ | INVC_PROJ_ID | VARCHAR | 30 | D | INVC_PROJ_ID from PROJ_BILL_INFO | |
| PROJ_INVC_PROJ | COMPANY_ID | VARCHAR | 10 | D | The company the user is logged into. | |
| PROJ_INVC_PROJ | MODIFIED_BY | VARCHAR | 20 | D | ID of the user who imports the data. | |
| PROJ_INVC_PROJ | TIME_STAMP | DATE | 7 | D | System date and time of import. | |
| PROJ_INVC_PROJ | ROWVERSION | INTEGER | 22 | D | Import 0. | |
| PROJ_REV_PROJ | PROJ_ID | VARCHAR | 30 | D | PROJ_ID from PROJ where the LVL_NO for the project structure is greater than or equal to the LVL_NO of the revenue level project number from PROJ_REV_SETUP. | |
| PROJ_REV_PROJ | REV_PROJ_ID | VARCHAR | 30 | D | PROJ_ID from PROJ_REV_SETUP | |
| PROJ_REV_PROJ | COMPANY_ID | VARCHAR | 10 | D | The company the user is logged into. | |
| PROJ_REV_PROJ | MODIFIED_BY | VARCHAR | 20 | D | The ID of the user who imports the data. | |
| PROJ_REV_PROJ | TIME_STAMP | DATE | 7 | D | System date and time of import. | |
| PROJ_REV_PROJ | ROWVERSION | INTEGER | 20 | D | Import 0. |
Report File Information
| Report Source Table | File |
|---|---|
| PROJ | PJPPREP1.QRP |
| PROJ_EDIT | PJPPREP2.QRP |
| PROJ_LVL | PJPPREP3.QRP |
| PROJ_MOD | PJPPREP4.QRP |
| PROJ_REV_SETUP | PJPPREP5.QRP |
| PROJ_BILL_INFO | PJPPREP6.QRP |
| PROJ_CUST_SETUP | PJPPREP25.QRP |
| PROJ_GOVT_CONTR | PJPPREP7.QRP |
| PROJ_ORG_ACCT | PJPPREP9.QRP |
| BILL_LAB_CAT | PJPPREP25.QRP |
| PROJ_LAB_CAT | PJPPREP9.QRP |
| PROJ_EMPL | PJPPREP9.QRP |
| PROJ_VEND | PJPPREP9.QRP |
| PROJ_VEND_EMPL | PJPPREP9.QRP |
| PROJ_EMPL_LAB_CAT | PJPPREP9.QRP |
| PROJ_VEND_LAB_CAT | PJPPREP9.QRP |
| PROJ_VEND_EMPL_PLC | PJPPREP9.QRP |
| PROJ_LAB_CAT_MAP | PJPPREP9.QRP |
| PROJ_BILL_INFO_SCH | PJPPREP9.QRP |
| PROJ_RPT_ID | PJPPREP10.QRP |
| TOP_LVL_RPT | PJPPREP10.QRP |
| PROJ_RPT_PROJ | PJPPREP10.QRP |
| PROJ_LAB_CAT_RT_SC | PJPPREP15.QRP |
| PROJ_EMPL_RT_SCH | PJPPREP15.QRP |
| LAB_CAT_RT_SCH | PJPPREP15.QRP |
| CEIL_BURDEN_CST | PJPPREP21.QRP |
| TM_RT_ORDER | PJPPREP25.QRP |
| CEIL_DIR_CST | PJPPREP25.QRP |
| CEIL_DIR_HRS | PJPPREP25.QRP |
| OVRIDE_FEE_ON_BURD | PJPPREP21.QRP |
| EMPL_CEIL | PJPPREP25.QRP |
| VEND_CEIL | PJPPREP25.QRP |
| OVRIDE_MLT_ON_DIR | PJPPREP25.QRP |
| OVRIDE_FEE_ON_DIR | PJPPREP25.QRP |
| EMPL_PROJ_TS_DFLT | PJPPREP28.QRP |
| LAB_ACCT_GRP_DFLT | PJPPREP28.QRP |
| EMPL_ACT_GRP_DFLT | PJPPREP28.QRP |
| PROJ_TS_DFLT | PJPPREP28.QRP |
| PROJ_WAWF_INFO | PJPPREP33.QRP |