Costpoint Help

Import Project Master Data from Templates

Use this screen to import approved projects that you entered on the Manage Project Master Data from Templates screen into the Manage Project User Flow.

The import process:

  • Creates all higher levels of a project if you did not use the Create Projects from Templates screen before you entered a project on the Manage Project Master Data from Templates screen.
  • Removes the imported projects from the Manage Project Master Data from Templates screen.
  • Makes the projects available on the Manage Project User Flow.
  • Provides a Quick Project Information report for you to preview or print.

Use this screen after you approve a quick project and you want the project to be available on the Manage Project User Flow.

Attention: To know more about the advantages of using screens in the New Project Setup from Templates application group over other project setup options, see related topics here.
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.

Related Topics:

Display the Import Project Master Data from Templates Screen

You access the Import Project Master Data from Templates screen from the Projects domain.

Contents of the Import Project Master Data from Templates Screen

Use the fields and options to configure the Import Project Master Data from Templates screen.

Table Information for the Import Project Master Data from Templates Screen

Changes to the Import Project Master Data from Templates screen update several tables.

FAQs

This section contains FAQs about the Manage Project Master data from Templates screen.

Import Quick Projects

Follow a few steps to import quick projects to Costpoint.

Parent Topic:

New Project Setup from Templates