Costpoint Online Help

Resource Information Tab

Use the Resource Information tab to select which employee data is exported from Costpoint into Deltek Time Collection 5.x or greater.

In this tab, you can map Deltek Time Collection 5.x or Deltek Time & Expense user-defined codes and dates to Costpoint values, and select employee leave balances, salary information, and timesheet defaults for export.

Employee

Field Description
Basic Employee

Select this checkbox to include basic employee information in the Employee file. This information is exported to the EMPL_YYYYMMDDHHMMSS.CSV file. Select this checkbox to enable the Employee History and Employee Leave checkboxes and the Employee Groups group box.

This checkbox is disabled if you have a Subcontractor Management (SM) license, the Separate System for Employees and Subcontractors checkbox is selected on the Configure Labor Settings screen, and the Export Type is Export Subcontractor Data.

Employee History

Select this checkbox to include the employee's Salary Info and History data in the Employee History file. This information is exported to the EMPL_HISTORY_YYYYMMDDHHMMSS.CSV file location. For each checkbox that you select in the Base Tables group box on the Base/Link Tables tab, the corresponding checkbox is enabled in the Basic Timesheet Defaults group box. For example, if you select the Employee History checkbox and the Project (UDT02) checkbox (on the Base/Link Tables tab), the Project (UDT02) checkbox is enabled in the Basic Employee Defaults group box.

Export Labor Rates

Select this checkbox to include employee labor rates in the Employee History file. This checkbox is enabled only if the Employee History checkbox is selected and the Deltek Time & Expense Version is Time & Expense 6.x on the Configure Labor Settings screen.

Employee Leave

Select this checkbox to include the employee's accrued leave balance(s) and beginning leave balance(s) in the Employee Leave file. This information is exported to the EMPL_LEAVE_YYYYMMDDHHMMSS.CSV file.

Export Adjustments

Select this checkbox to include paid-out leave when exporting employee leave.

Note:

This checkbox is enabled when the Employee Leave checkbox and the Export Paid-Out Leave to Deltek Time and Expense checkbox on the Configure Leave Settings screen are selected.

Employee Groups

With Deltek Time Collection 5.x or Deltek Time & Expense, you can group employees by manager, supervisor, and/or home organization. Use this group box to select the types of employee groups that you want to export. All checkboxes in this group box are enabled only if you selected the Basic Employee checkbox in the Employee group box.

Field Description
Supervisor Groups

Select this checkbox to group employees by supervisor, and to export supervisor groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file.

Supervisor Source From the drop-down list, select the source of the supervisor groups. Supervisor groups can be based on one of the following:

  • Administrator Name from Employee Setup: If you select this option, employees will be grouped based on the Administrator Name to which they are linked in the Manage Employee Information screen.

  • Supervisor from Salary Setup: If you select this option, employees will be grouped based on the Supervisor to which they are linked in the Manage Employee Salary Information screen.

The drop-down list will only be enabled if you select the Supervisor Groups checkbox.
Manager Groups

Select this checkbox to group employees by manager, and to export manager groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file.

Manager Source

From the drop-down list, select the source of the manager groups. Manager groups can be based on one of the following:

  • Manager from Salary Setup: If you select this option, employees will be grouped based on the Manager to which they are linked in the Manage Employee Salary Information screen.
  • Supervisor from Salary Setup: If you select this option, employees will be grouped based on the Supervisor to which they are linked in the Manage Employee Salary Information screen.

The drop-down list will only be enabled if you select the Manager Groups checkbox.

The Manager Source drop-down list replaces the Export Salary Information Supervisor Data instead of Manager Data checkbox.

Home Org Groups

Select this checkbox to group employees by home organization, and to export home org groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. If you select this checkbox, the HR Org Groups checkbox is unavailable.

Owner Source

From the drop-down list, select the source of the home organization group owners. Home organization group owners can be based on one of the following:

  • No Group Owner: If you select this option, no owner will be assigned to the home organization group.
  • Home Org Manager: If you select this option the home organization group owner will be based on the Manager that's assigned to the home organization in the Manager/HR Reps by Organization screen.
  • Home Org Supervisor: If you select this option the home organization group owner will be based on the Supervisor that's assigned to the home organization in the Manager/HR Reps by Organization screen.

The drop-down list will only be enabled if you select the Home Org Groups checkbox

Company Groups
If you have more than one company in your database, this checkbox is selected and disabled. If this checkbox is selected, employees are grouped by company and exported to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file.  A company is assigned to an employee when the employee is first set up in Costpoint.
Note: You can view this field only if your company has a Costpoint Human Resources license.
HR Org Groups
Select this checkbox to group employees by HR organization, and to export HR org groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. If you select this checkbox, the Home Org Groups checkbox is unavailable. You can select this checkbox only if you are licensed for Costpoint Human Resources.
Note: You can view this field only if your company has a Costpoint Human Resources license.
Owner Source

From the drop-down list, select the source of the home organization group owners. Home organization group owners can be based on one of the following:

  • No Group Owner: If you select this option, no owner will be assigned to the home organization group.
  • Home Org Manager: If you select this option the home organization group owner will be based on the Manager that's assigned to the home organization in the Manager/HR Reps by Organization screen.
  • Home Org Supervisor: If you select this option the home organization group owner will be based on the Supervisor that's assigned to the home organization in the Manager/HR Reps by Organization screen.

Basic Timesheet Defaults

Field Description
Account (UDT01)

Select this checkbox to export the employee's default account (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the Account (UDT01) checkbox on the Base/Link Tables tab.

Project (UDT02)

Select this checkbox to export the employee's default project (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the Project (UDT02) checkbox on the Base/Link Tables tab.

Labor Location (UDT03)

Select this checkbox to export the employee's default labor location (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the Labor Location (UDT03) checkbox in the Base/Link Tables tab.

GLC (UDT06)

Select this checkbox to export the employee's default GLC (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the GLC (UDT06) checkbox on the Base/Link Tables tab.

PLC (UDT07)

Select this checkbox to export the employee's default PLC (from the Enter/Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the PLC (UDT07) checkbox on the Base/Link Tables tab.

Worker's Comp (UDT08)

Select this checkbox to export the employee's default Worker's Comp code (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the Worker's Compensation (UDT08) checkbox on the Base/Link Tables tab.

Organization (UDT09)

Select this checkbox to export the employee's default organization (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the Organization (UDT09) checkbox on the Base/Link Tables tab.

Only those organizations that have been set up for export on the Manage Organizations for Export screen are exported. You can also set up organizations for export by selecting the Time Collection Organization checkbox on the Manage Organization Structures screen or the Manage Organization Elements screen.

Pay Type (UDT10)

Select this checkbox to export the employee's default pay type (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the Pay Type (UDT10) checkbox on the Base/Link Tables tab.

Reference 1 (UDT04)

Select this checkbox to export the employee's default reference 1 value (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the Reference 1 (UDT04) checkbox on the Base/Link Tables tab.

Reference 2 (UDT05)

Select this checkbox to export the employee's default reference 2 value (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This checkbox is enabled only if you selected the Employee History checkbox and the Reference 2 (UDT05) checkbox on the Base/Link Tables tab.

Deltek Time and Expense Employee Mappings

Use the three User-Defined Code drop-down lists to specify Costpoint values that are mapped to the corresponding Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code fields. The following options are available in the User-Defined Code drop-down lists:

  • None
  • Mailing State
  • Locator Code
  • Taxable Entity

Data for Mailing State, Locator Code, and Taxable Entity values are assigned to employee records on the Manage Project User Flow. If you select a value other than None in any of these drop-down lists, the specified Costpoint value is exported to the EMPL_YYYYMMDDHHMMSS.CSV file.

Use the three User-Defined Date drop-down lists to specify Costpoint values that are mapped to the corresponding Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date fields. The following options are available in the User-Defined Date drop-down lists:

  • None
  • Adjusted Hire
  • Birth Date
  • Last Review Date
  • Next Review Date

Data for Adjusted Hire, Birth Date, Last Review Date, Next Review Date values are assigned to employee records on the Enter/manage Project User Flow, and are exported to the EMPL_YYYYMMDDHHMMSS.CSV file if you select a value other than None in any of these drop-down lists.

Field Description
User-Defined Code 1

Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code 1 field.

User-Defined Code 2

Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code 2 field.

User-Defined Code 3

Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code 3 field.

User-Defined Date 1

Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date 1 field.

User-Defined Date 2

Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date 2 field.

User-Defined Date 3

Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date 3 field.

Subcontractors

Field Description
Subcontractors

Select this checkbox if subcontractors should be included in the resource EMPL file export.

This checkbox is automatically available if you are licensed for Subcontractor Management and the Separate System for Employees and Subcontractors checkbox is not selected in the Corporate Labor Settings subtask of the Configure Labor Settings screen. If the Separate System for Employees and Subcontractors checkbox is selected in the Corporate Labor Settings subtask of the Configure Labor Settings screen, this checkbox will be available if the Export Type is Export Subcontractor Data on the Export Information tab.

Subcontractor History

If you are licensed for Subcontractor Management, you could export master and resource data for subcontract resources. Select this checkbox if subcontractors should be included in the resource EMPL_HISTORY file export.

This checkbox is available only if you select the Subcontractors checkbox.

Default Labor Location (UDT03)

Select this checkbox to include, in the EMPL_HISTORY_YYYYMMDDHHMMSS.CSV file, the subcontractor’s default Labor Location (VE_LAB_INFO.lab_loc_cd) from the Labor Information and History on the Manage Vendor Employees screen. This checkbox is available when you select both the Subcontractor History checkbox and the Base Tables-Labor Location (UDT03) checkbox in the Base/Link Tables subtask.

Default PLC (UDT07)

Select this checkbox to include, in the EMPL_HISTORY_YYYYMMDDHHMMSS.CSV file, the subcontractor’s default PLC (VE_LAB_INFO.df_bill_lab_cat_cd) from the Labor Information and History on the Manage Vendors Employees screen. This checkbox is available when you select both the Subcontractor History checkbox and the Base Tables-PLC (UDT07) checkbox in the Base/Link Tables subtask.

Default Pay Type (UDT10)

Select this checkbox to include, in the EMPL_HISTORY_YYYYMMDDHHMMSS.CSV file, the subcontractor’s default Pay Type (VE_LAB_INFO.dflt_pay_type) from the Labor Information and History on the Manage Vendors Employees screen. This checkbox is available when you select both the Subcontractor History checkbox and the Base Tables-Pay Type (UDT10) checkbox in the Base/Link Tables subtask.

Subcontractor Groups

Use the options in this group box to group subcontractors by vendor, manager, or company and to include them in the EMPL_GROUP file export.

These options are only available if you select the Subcontractors checkbox.

Field Description
Vendor Groups

Select this checkbox to group subcontractors by vendor and to include subcontractors in the resource EMPL_GROUP file export. Vendor-Employees (Subcontractors) are linked to Vendors in the Manage Vendor Employees application.

Manager Groups

Select this checkbox to group subcontractors by Manager and to include subcontractors in the resource EMPL_GROUP file export. Vendor-Employee Managers are specified in the Labor Information and History subtask in the Manage Vendor Employees application.

Company Groups

Select this checkbox to group subcontractors by Company and to include the subcontractors in the resource EMPL_GROUP file export. Vendor-Employees (Subcontractors) are automatically linked to the login company when you set up a new Vendor-Employee on the Manage Vendor Employees application.

Invoice Information

Field Description
Invoice Timesheet

If you select this checkbox, invoice timesheet records are exported to the TS_INVOICE_ YYYYMMDDHHMMSS.CSV file.