Refresh Process

This screen is only accessible to super administrators.

The Costpoint Planning refresh process is a Costpoint Processing based application compatible with both SQL & Oracle. You can use the Refresh Process screen to start the refresh process instead of waiting for the nightly scheduled refresh.

Important: Do not perform these steps until Operations has devised a common CP Transaction Database to pull data from.

Step 1 - Create Refresh Job Parameters

From Planning » Administration » Administration Utilities and select Refresh Process.
On the Refresh Process screen, set the Parameter ID to REFRESH.
Set the Description to B&P Refresh Process.
Click Save & Continue.

Step 2 - Create Job

Open the Manage Jobs application. To do this, go to Administration » Job Management » Job Management Codes » Manage Jobs.
Set Job ID to BNPREFRESH.
Set Description to B&P REFRESH PROCESS.
Select Use Default from the On Application Failure group box.
Set Default Priority to 1.
On the Job Operations grid, click New.
Set Sequence to 1.
Set Module to BA.
Set Application to BNP_BAPREFRESH.
Set Parameter to REFRESH.
Set Process to BNP_BAPREFRESH_IMPORT.
Click Save & Continue.
Exit the Manage Jobs application.

Step 3 - Create Job Queue

Open the Manage Job Queues application. To do this, go to Administration » Job Management » Job Management Codes » Manage Job Queues.
On the Job Queues form, click New.
Set Job Queue ID to BNP.
Click Save & Continue.
Exit the Manage Job Queues application.

Step 4 - Create Job Server

Open the Start/Stop Job Server application. To do this, go to Administration » Job Management » Job Management Processing » Start/Stop Job Server.
On the Job Servers form, click New.
Set Server Name to BNPSERVER.
In Destination Server select Default Server or Cluster.
Click Save & Continue.
Exit the Start/Stop Job Server application.

Step 5 - Add Job to Queue

Open Submit Job to Queue application. To do this, go to Administration » Job Management » Job Management Processing » Submit Job to Queue.
Do a Query All.
Set Locate Job to BNPREFRESH.
Set Queue to BNP.
Set Execution Option to Start Time/Date.
Set Start Date to Tomorrow’s Date.
Set Start Time to 0200.
Set Recurrence Frequency to 11.
Set Recurrence Timeframe to Days.
Click Submit To Queue.
Exit the Submit Job to Queue application.

Step 6 - Assign Queue to Job Server

Open the Start/Stop Job Server application. To do this, go to Administration » Job Management » Job Management Processing » Start/Stop Job Server.
Select BNPSERVER Server
On the Assigned Job Queues grid, click New.
Set Job Queue to BNP.
Set Active for Server to CHECKED.
Click Save & Continue.
Click Start.
Exit the Start/Stop Job Server application.

Running this process will disable the capability to commit budgets until the process is complete. For best results, please ensure that all users have saved their work and logged out of the system.