STANDARD SOURCE FILE INFORMATION TAB

Source File Definition

Source Name

Enter a source name of up to 15 characters.

Source File Description

Enter a source file description of up to 30 characters.

Header Flag

Enter "Yes" or "No" to indicate whether or not the input file contains a header row.

Type

Use the Type column to define the type of data contained in the input file. The selections are "BUDGET," "FORECAST," and "ETC."

Level

Use the Level column to define the level at which the data will be loaded into Costpoint. The selections are "TOTAL" or "PERIOD" for budget or forecast, but ETC-based data must be at the "TOTAL" level.

To add new source file definitions, use the "New" option under the File menu.

Double click on a source name to refresh all of the lower level grids with the appropriate data displayed for the source name selected.

To delete rows, highlight the desired row and then press the Delete key. This applies to any grid that allows for the entry of rows (Source File Definition, Source File Include/Exclude Definition, and Source File Row Definition).  Since you cannot enter rows manually in the Mapping Definition grid, the use of the Delete key is not permitted.

Warning: If you alter the Type and/or Level columns after creating the mapping, the mapping information will be deleted. You will then have to redefine it.

Source File Include/Exclude Definition

Source Name

This non-editable column displays the Source Name from the Source File Definition grid.

Rule No.

This column must start at "1" and cannot skip any numbers. Enter as many rules as needed to exclude or include rows of data from processing. If you enter rule numbers that are not in sequence, you can fix them manually or you can have them fixed automatically by choosing the "Fix Rule Number for Include/Exclude Definition" option in the Edit menu.

Column No.

Use this column to identify the column that the system will use to determine whether to include or exclude rows. The column number value must be greater than zero.

Column Data Value

Use this column to define the exact data content the system will use to determine whether to include or exclude rows. The maximum number of characters is 20, and this must match the input file data pattern exactly.

Include/Exclude

Use this column to determine whether to include or exclude rows based on the content. The selections are "INCLUDE" or "EXCLUDE."

And/Or

Use this column to specify how to handle multiple rules. The selections are "AND" and "OR."  (Only "OR" is currently supported.)

Note: If you have entered rule numbers that are not in sequence, you must fix them before saving source file data.

Warning: If you fail to define any inclusion or exclusion rules, all input rows will be considered available for processing.

Source File Row Definition

Source Name

This non-editable column displays the Source Name from the Source File Definition grid.

Row Type

Enter a row type of up to six characters.

Row Type Description

Enter a Row Type description of up to 30 characters.

DLC, DNLC, INDC, FEE, ETC

Use these columns to define the type of data represented by a row. Enter "YES" or "NO" to indicate the selection chosen:

• DLC = Direct labor

• DNLC = Direct non-labor

• INDC = Indirects

• FEE = Manual Fee

• ETC = Estimate-to-complete revenue amounts.

You can make only one selection on a row. You cannot process indirects alone; you must process them in the same input file as direct labor or direct non-labor and they must contain the same logical key information as the directs. You cannot process direct labor and direct non-labor in the same source file definition. If the input file contains ETC-based data, you can select only ETC.

Column No.

Use this column to identify which column contains a specific data value that uniquely identifies this row. The Column No. value must be greater than zero.

Column Data Value

Use this column to define the exact data value the system will use to determine whether an input file row matches this source file row definition.  The maximum number of characters is 20, and the value entered must match the input file data pattern exactly.

Options

Use this column to define how the system evaluates the "data value" within a column. The selections are:

• EQUALS = matches column value exactly

• BEGINS WITH = column starts with value

• ENDS WITH = column ends with value

• CONTAINS = column has value somewhere within it

Note: Double clicking on a source file name will give you access to the Source File Column Definition grid.  If you have not saved the source file definition data by using the "Save Source File Data" option under the File menu, the data will be saved automatically before you proceed to the Source File Column Definition grid.

Warning: Altering or deleting a row type definition deletes all column and mapping definition information. You must then re-enter that information.

Source File Column Definition

The Source File Column Definition grid is non-editable on this tab.

Source Name

This column displays the Source Name from the Source File Definition grid.

Row Type

This non-editable column displays the row Type from the Source File Row Definition grid.

Column No.

This column must start at "1" and cannot skip any numbers. Column numbers must be greater than zero. If you enter column numbers that are not in sequence, you will be prompted to fix them manually or to have them fixed automatically.

Column Description

Enter a column description of up to 30 characters.

Include

Use this column to indicate whether a column can be used for mapping. The selections are "YES" (include) and "NO" (exclude).

Repeats

Use this column to indicate whether an input column is a repeating column. The selections are "YES" (repeating) and "NO" (not repeating).

Interval

Use this column to define the interval at which a repeating column repeats. If the column does not repeat, or if the repeating columns are adjacent to one another, enter "1."

Occurs

Use this column to specify the number of times a repeating column repeats. If the column does not repeat, enter "1."

No. of Columns

This non-editable column displays the total number of columns defined. This value is incremented automatically to reflect any repeating columns.

Select the OK pushbutton in the Source File Column Definition grid to save the column definition data. The first time you define a set of columns and select the OK pushbutton, the base-mapping table will be built. 

After returning from the Source File Column Definition grid, always double click on a source name to refresh all of the lower level grids.

Warnings: Before exiting this tab, always save the source file definitions by using the "Save Source File Data" option under the File menu.

Altering a column definition after the mapping has been built may cause a disconnection between the column definition and the mapping definition. You should review the mapping definition and ensure the correct source columns are mapped to the correct target columns.