Costpoint Online Help

Import Work Assignments (Opt-In Available)

Use this screen to import work assignments using a comma-separated values (CSV) file into Costpoint.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.

The work assignment preprocessor is a multi-user application. It accommodates both the Subcontractor Agreement and Subcontractor Agreement Intracompany work assignment types. You can also include both labor and non-labor accounts on this preprocessor.

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 Alternate File Location field to select an alternate file location. If you choose the second option, leave the Alternate File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

This application consists of two processes: Validate and Import. The Validate process reads information from the input file(s) and the default project(s) and performs the necessary validations. The input file(s) must be named [TABLE_NAME].csv.

Note: If your import files were created as .csv files out of SQL and have an encode type of UTF-8-BOM, you must change the input file encode type to UTF-8 so that Costpoint will recognize the file contents and proceed with the validation and import processes.
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.

The following is a list of the file names and their associated Costpoint menu screens that can be uploaded and imported into Costpoint.

File Name Costpoint Screen Name
WA_HDR.CSV Manage Work Assignments
WA_CHG_LN.CSV Manage Work Assignments - Charges subtask
WA_HDR_SCISAP.CSV Manage Work Assignments - Security Reqts subtask
WA_ROLES.CSV Manage Work Assignments - Roles subtask
WA_CHG_LN_RESOURCE.CSV Manage Work Assignments - Vendor Employees subtask of the Charges subtask (Only for Subcontractor Agreement work assignments)
WA_CHG_LN_SCISAP.CSV Manage Work Assignments - Security Reqts subtask of the Charges subtask
WA_PO_LN_CHG.CSV Manage Work Assignments - Line Charges subtask of the PO Info subtask

If errors are found, information is displayed on the screen and you can print an error report. Once you have uploaded the information without errors, the Import Work Assignment Data Report is available for printing. The Import Work Assignment Data Report contains all work assignment information to be imported. Review it extensively before proceeding with the Import process. Files are available for Import after all validations have passed and the Import Work Assignment Data Report has been printed. You can upload the same .csv file as many times as necessary, but you can import it only once.

Input File Excel Template

Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.