Import Project Budgets Business Processing
There are several people involved in the overall business process.
Definitions
- Project Manager: Uses Project Planner to develop budget, forecast, and ETC data.
- Data administrator: Exports data from Project Planner.
- Costpoint staff: Runs Costpoint processes to import and update budget, forecast, and ETC tables.
Business Process
Activities
Activity | Description |
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Importing into Costpoint | - Data administrator — Provide input file to Costpoint staff.
- Costpoint staff.
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Configure Interface Settings and Configure Project Planner Mapping Definitions screens. | - Define source file definition, row inclusion and exclusion rules, row definitions, column definitions and mapping definitions.
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Import Project Budgets screen. | - Select appropriate input files.
- Select appropriate project option.
- Select appropriate interface setup definition.
- Provide runtime data inputs.
- Submit job to process server and review results of process server run or run interactively to review reports and import.
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Processing within Costpoint after import. | - Costpoint staff.
- Budgets and forecasts.
- Run the Update Project Total Budget screen to reflect detail provided.
- Run the Update Budget Report Tables screen and select Update in the Operation drop-down list.
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Parent Topic:
Import Project Budgets
