Costpoint Help

Import Multi-Job Allocation Percentage Basis

Use this screen to upload base information when the multi-job Allocation Method is Percentage, as selected on the Manage Multi-Job Allocation Information screen.

Alternatively, you can manually enter this information on the Percentage Base subtask of the Manage Multi-Job Allocation Information screen. The base information details the allocation percentage and the charge point that receive the allocation.

There are two ways to work with input files in Costpoint:

  • You can access the input file from the network by using Alternate File Locations.
  • You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.
Note: If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

Use this screen before creating a multi-job allocation journal entry.

The fields in your input file must be set up in the following order:

  1. ALLOC_CD
  2. PROJ_ID
  3. ACCT_ID
  4. ORG_ID
  5. APPLY_RES_FL
  6. UNITS_AMT
  7. DOL_LIMIT_AMT
Note: The input file layout may contain fields that are available only in Costpoint Advanced. If you are using Costpoint Essentials, these fields are excluded from the import process and may be left blank or null when you create the input file.

Input File Excel Template

For Costpoint 2025.x and later releases, you can download the Excel template file specifically designed for this preprocessor from the Costpoint Preprocessor Guides page on the Deltek Learning Hub.

For Costpoint 8.1, the input file is available on the Developer Resources page in the Costpoint Information Center.

Excel templates for the other Costpoint preprocessors can be found in these same locations.

Related Topics:

Display the Import Multi-Job Allocation Percentage Basis Screen

You access the Import Multi-Job Allocation Percentage Basis screen from the Projects domain.

Contents of the Import Multi-Job Allocation Percentage Basis Screen

Use the fields and options to configure the Import Multi-Job Allocation Percentage Basis screen.

Table Information for the Import Multi-Job Allocation Percentage Basis Screen

Changes to the Import Multi-Job Allocation Percentage Basis screen update the PROJ_ALLOC_PCTBASE table.

Input File Layout

Use this information as a guide in creating an input file that you can upload to Costpoint using the Import Multi-Job Allocation Percentage Basis screen.

Parent Topic:

Multi-Job Processing