If your firm purchased QlikView Publisher, you can set up a Publisher task to load data on a set schedule.
To run the data load process on a set schedule using a Publisher task...
Run QlikView Management Console in one of the following ways:
Click Start » Programs » Deltek Costpoint Analytics » QlikView Management Console.
Run Internet Explorer and go to http://localhost:4780/qemc/default.htm.
Click the Supporting Tasks subtab on the System tab.
Expand QDS@<server name> and External programs.
Click Load Deltek CRM Analytics and click the Triggers tab.
Click 
to open
the Configure Trigger dialog box.
Specify the schedule you want and click OK. 
Example
Click Apply on the System tab.
If you do not have QlikView Publisher, you can use the Scheduled Task feature in Microsoft® Windows® to set up a scheduled task for the Load_CRM_Data.bat file.
When you install Capture Analytics, the install process automatically sets up a DeltekAnalyticsLoadCRMData scheduled task to run a full Capture Analytics data load nightly at 11:00 p.m. You enable that task as part of the installation process. Review that scheduled task after the installation and modify the settings to fit your needs.
If your firm has both Capture Analytics and Costpoint Analytics, it is recommended that you schedule the Load Deltek CRM Analytics Publisher task to start 10 minutes before the Load Deltek Costpoint Analytics task. Load Deltek Costpoint Analytics does a data load for the Summary Dashboard, so this sequence ensures that the Summary Dashboard reflects the latest Capture Analytics data.
