Contents of the Toolkit Screen
Use the Toolkit to complete the required post-installation step for version 8.1.
Post Upgrade Co-Deployed Section
If you have successfully installed version 8.1 and also have a co-deployed installation, check boxes on the left-hand side of the screen are pre-selected and no changes are required.
You will run the Toolkit to accomplish the following:
- Transfer existing values from the Time & Expense tables to the appropriate tables in Costpoint, where columns were added on the backend to store the data.
- Transfer Functional Roles (UDT02_SPVSRs) to Costpoint.
- Updates the overtime pay types in the Pay Types Links subtasks of the Timesheet Classes screen.
To run the Toolkit, click the Process menu and select .
Field | Description |
---|---|
Post Upgrade Co-Deployed | This check box displays the current status of your Time & Expense system. Leave this check box selected if you are completing the post-upgrade step following the installation of version 8.1. |
Transfer TE Specific Data to Costpoint Tables |
Note: Each label that pertains to a Time & Expense UDT indicates the source table in T&E and the destination table in Costpoint. The UDT fields that display in your application are those that are selected for use on the Labels subtask of
, excluding UDTs 12-15 which are not integrated with Costpoint.
Leave the following check boxes selected if you are completing the post-upgrade step following the installation of version 8.1.
|
Pre-Standalone Process Section
The section on the right-hand side of the screen will in the future provide the ability to reverse the integration (go from co-deployed to stand-alone) and transfer data from Costpoint to Time & Expense. This area is still under development and is not used at this time.