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

Integration Screens

Deltek Resource Planning Integration applications consist of the following screens which you can access by going to Administration > System Administration > System Administration Interfaces.

Transfer Resource Planning Data

Use the Transfer Resource Planning Data screen to import/export code tables, organization, employee, project,  and project data from Costpoint to Resource Planning. From this screen, you can select which objects to include in the integration process.

Configure Employee Options

Use the Configure Employee Options screen to define export parameters for employee information. The integration process will use these parameters to download this information from Costpoint into Resource Planning. General employee information is established on the Manage Employee Information screen in Costpoint People.

Configure Organization Options

Use the Configure Organization Options screen to define export parameters for organization information. The integration process will use these parameters to download this information from Costpoint into Resource Planning. Organization information is maintained in the applications in the Organizations menu in Costpoint General Ledger.

Configure Project Options

Use the Configure Project Options screen to define export parameters for project information. The integration process will use these parameters to download this information from Costpoint into Resource Planning. General project information is established on the Manage Project User Flow screen in Costpoint Projects where you can also assign an owning Organization and project type to each project record.