Costpoint Online Help

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Setting Up Project Information Options

Before you can transfer project information from Costpoint to GovWin Capture Management or Deltek Resource Planning, you must use the Configure Project 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 online help of the Configure Project Options screen.

To configure your project data transfer settings:

  1. Go to the Configure Project 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 make by using the Query function.
  3. 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.
  4. Define the parameters in the project fields on the Selection tab to select project information by project ID. You can select the Non-Contiguous Ranges check box to create a non-contiguous range of Project IDs.
  5. 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.
    You can select one of the following options.
    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.
  6. In the Project Information group box, select the Basic Information, Association, and Custom Information check boxes, to specify the project data that you want to transfer to GovWin Capture Management.
    If you select the Association check box in the Project Information group box, you can use the Selection tab to specify additional ranges for selecting project, employee, manager, customer, and vendor association information.

    If necessary, select the available check boxes under Custom Information in the Project Information group box to include contract, contract modification, contract PSR, and/or government contract information in the integration process. If you select the Contract PSR Information check box under Custom Information, you can use the PSR Information Options group box to indicate additional criteria for the PSR information.

  7. In the Project Options group box, select which projects to include by selecting the Active, Inactive, Billable, and/or Non-Billable check boxes.
    If you use Deltek Resource Planning integration, you can also select the Apply Active/Inactive Filter on Top Level Projects Only check box.
  8. Enter a starting project level in the CRM Project Level field in the Project Options group box. Projects at this level and above will be available to GovWin Capture Management Users.
    If you enter zero ( 0), all projects will not be available.
  9. Enter a level the Project Level field in the Project Options group box.
    Projects at this level and above will be included in the integration process.
  10. Select the Use Project Level Mapping check box in the Project Options group box to map specific segments of Costpoint ID to WBS 1, WBS2, and WBS3.
    If you use project level mapping, you can select the Use Default Project check box and enter a Project ID in the adjacent data field. The process will use the level mapping definition of the default project if a selected project does not have a specific mapping defined.

    Before you select the Use Project Level Mapping check box, you must create project mapping definitions on the Manage Project Level Mapping screen. For more information, refer to the online help of the Manage Project Level Mapping screen.

  11. In the Employee Options group box, select to include only active and/or inactive employees, and employees with active and/or inactive home organizations.
  12. In the Org Options group box, select which organizations to include by selecting the Active and/or Inactive check boxes .
    Enter a numeric character in the Owning Org Level field to indicate the owning organization level where the integration will begin. The process will truncate the organization of selected projects (if the projects are at a lower level) to the specified level. Select the Use Reorganization check box to use the reorganization structure. This also allows you to select the Exclude Top Level check box and enter a top-level reorganization ID in the Reorg field.
  13. Click save.gif to apply all your changes and settings.
    After setting up the export parameters for project information, use the Parameter ID when running the data transfer process in the appropriate integration screen.