Costpoint Online Help

Using the Help Search
Using the Help Search
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Setting Up Employee Information Options

Before you can transfer employee information from Costpoint to GovWin Capture Management or Deltek Resource Planning, you must use the Configure Employee Options screen to define the selection criteria for the data that you want to include in the integration process.

Note: This procedure is intended to be used as a general guideline. For more information, refer to the Configure Employee Options section and the Costpoint online help.

To configure your employee data transfer settings:

  1. Go to the Configure Employee Options screen in Costpoint Administration.
  2. Enter a value in the Parameter ID field. This ID must be a unique code representing your settings on the screen. You can use the parameter ID to retrieve the settings that you just made by using the Query function.
  3. Use the fields in the Selection tab to specify the employees, organizations, skills, professional organizations, and degrees that you want to include in the integration process.
    To activate the fields for creating a range of skills, professional organizations, and/or degrees in the Selection Ranges group box, you need to select the Skills, Professional Organizations, and/or Degrees check boxes in the Employee Information group box.
  4. From the Integration Type drop-down list on the Options tab, select the appropriate version of your GovWin Capture Management installation or Deltek Resource Planning:
    OptionDescription
    CRM/GovWin 4.1 (AI Engine) This is a legacy option for CRM/GovWin integration using the AI Engine.
    GovWin Capture Management (Deltek Connector) This is a legacy option for GovWin Capture Management through the Deltek Connector.
    GovWin Capture Management (Web Service) Select this option if you are running GovWin Capture Management integration using Vision Web Services. If you are using this method, run the integration using the Transfer GovWin Capture Management Data screen.
    Deltek Resource Planning Select this option if you are integrating with Deltek Resource Planning. If you select this option, run the integration process using the Transfer Resource Planning Data screen.
  5. If necessary, select the Use Last Processed Time Stamp check box to select rows that are new or modified from the last time the integration process ran.
    Leave this check box blank if you want to include all rows that meet your other criteria regardless of the time stamp.
  6. Select the check boxes in the Employee Information group box to download the basic information, skills, professional organizations, and/or degrees associated with the range of employees that you specify.
  7. Define the organizations that you want to transfer in the Organization Options group box.
    You can also use this group box to define the levels and structure of organization that you want to include in the integration.
  8. For Resource Planning integration, use the fields in the Resource Planning Options group box to specify the user-defined fields that you created for Hours Per Day and Target Utilization values.
  9. Click save.gif to apply all your changes and settings.
    After setting up the export parameters for employee information, use the Parameter ID when running the data transfer process in the appropriate integration screen.