CONFIGURE PROJECT OPTIONS

Use this application to define export parameters for project information. The integration process will use these parameters to download this information from Costpoint into Deltek CRM/GovWin. General project information is established in the Maintain Project Master screen (Projects » Project Setup » Project Master) and the Basic Info screen (Projects » Project Setup » Project Master), where you can also assign an Owning Organization and Project Type to each project record.

In order to run this application, you must be licensed for the Deltek CRM/GovWin Integration add-on module.

Confirm that your project information exists correctly in the Maintain Project Master and Basic Info screens before using this screen.

Version

Use this drop-down list to select the CRM/GovWin version for the current parameter record. Valid options are:

CRM/GovWin 4.1
CRM/GovWin 5.x

Select Project Information

Basic Information

Select this check box to download basic project information from the Basic Info screen (Projects » Project Setup » Project Master). This check box is selected by default when you open this application.

Associations

Select this check box to download project association information from the Basic Info screen (Projects » Project Setup » Project Master). This check box is unselected by default when you open this application. Select this check box to enable the check boxes in the Project Associations group box in the Project Association Information subtask.

Select Custom Information

Contract Information

Select this check box to download contract information.

Contract Modifications

Select this check box to download contract modifications.

Contract PSR Information

Select this check box to download contract inception-to-date amounts as reflected on Project Status Reports.

Contract Government Info

Select this check box to download government project information.

Select PSR Information Options

Use Latest Accting Pd

Select this check box to use the latest fiscal year and period processed as the through date.

Select Rate Type

Actual

Select this option to use actual indirect rates.

Target

Select this option to use target indirect rates.

Select Projects

Use this group box to specify the project ID range that will be used by the interface process to select project information from Costpoint. Projects from the project ID range (that match the other selection criteria in this screen) will be selected for processing. Projects are established in the Maintain Project Master screen (Projects » Project Setup » Project Master) and the Basic Info screen (Projects » Project Setup » Project Master). If you select the All Range Option, all applicable project information will be included in the download.

Range Option

Use this drop-down list to select the project ID range for the current parameter record. Valid options are:

All
One
Range
From Beginning
To End

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) project IDs for the current parameter record. When you use Lookup in either field, you can choose from a list of existing project IDs in Costpoint.

List Mode

Select this check box to create a customized, non-contiguous list of project IDs for the current parameter record. Begin by selecting the Range Option, and then populate the From and/or To fields. Once you complete your selection, apply it to the list box by clicking the Apply button. Repeat this process as many times as necessary so that you can specify the projects to be selected and processed. To remove one of the range selections, highlight it in the list box and click the Remove button. The order of the selections in the list box does not affect the interface process. If you clear the List Mode check box while the list box is populated, the system will display the following warning message: "Changing Range Option will clear the Selection List Box field. Continue?" Click Yes to clear the list box of its current contents. Click No to return to the main screen.

Apply

Click this button to add the selected project IDs in the From and/or To fields to the list box. The interface will use only the projects in the list box (and the other settings in this screen) to download project data from Costpoint into Deltek CRM/GovWin. This button is enabled only if you select the List Mode check box.

Remove

To remove one of the project selections, highlight it in the list box and click the Remove pushbutton.

Project Options

Active

Select this check box to include active projects in the download in accordance with the other settings in the parameter record.

Inactive

Select this check box to include inactive projects in the download in accordance with the other settings in the parameter record.

You can make projects active/inactive in Costpoint by selecting/clearing the Active check box in the Basic Info screen (Projects » Project Setup » Project Master).

Billable

Select this check box to include billable projects in the download in accordance with the other settings in the parameter record.

Non-Billable

Select this check box to include non-billable projects in the download in accordance with the other settings in the parameter record.

You can make projects billable/non-billable in Costpoint by selecting/clearing the Billable Project check box in the Basic Info screen (Projects » Project Setup » Project Master).

CRM Project Level

Enter the starting project level for CRM/GovWin projects. Projects at this level and above will be flagged as available for CRM/GovWin users. Enter zero to flag all projects selected as NOT available for CRM/GovWin users.

Project Level

Enter a numeric value that will determine the level at which projects will exist in Deltek CRM/GovWin based on the project's Level in the Maintain Project Master screen (Projects » Project Setup » Project Master) and the Basic Info screen (Projects » Project Setup » Project Master). Only project(s) at the specified level (and higher) in Costpoint will be selected for transfer to Deltek CRM/GovWin. For example, if you enter a "2" in this field, all projects at the top level (for example, project "100") and the next lowest-level (for example, project "100.10") will be downloaded, and will exist in Deltek CRM/GovWin as they currently appear in Costpoint. However, projects at the third and fourth level (for example, projects "100.10.2" and "100.10.2.10") will not be selected. Using this option will assign the Costpoint project ID to WBS1 in CRM/GovWin, up to the level you select.

You must establish the project level and segment length structure in the Project Settings screen (Projects » Project Setup » Controls) before you can enter project information in the Maintain Project Master screen (Projects » Project Setup » Project Master) and the Basic Info screen (Projects » Project Setup » Project Master).

Use Project Level Mapping

Select this check box to use project-level mapping. Use project mapping to map specific segments of the Costpoint project ID to WBS1, WBS2, and WBS3.

Use Default Project

Select this check box to use a default project-level mapping. By specifying a default project, you can set up a common-level mapping rule that can be used for some or all projects with a common structure for CRM/GovWin.

Default Project ID

Enter the top-level project ID whose level mapping definition will be used as a default during the integration process. The process will use the default if the project being translated does not have a specific mapping defined.

Select Org Options

Active

Select this check box to include projects with active organization IDs in the download.

Inactive

Select this check box to include projects with inactive organization IDs in the download.

Owning Org Level

Enter a numeric value that will determine the owning organization level at which organizations (assigned to projects) will exist in Deltek CRM/GovWin, based on the project's Owning Organization in the Maintain Project Master screen (Projects » Project Setup » Project Master) and the Basic Info screen (Projects » Project Setup » Project Master). The organization of the project(s) will be truncated to that level, if they are at a lower level in Costpoint. For example, if you enter a "2" in this field, all Owning Orgs at the top level (for example, owning org "4") and the next lowest-level (for example, owning org "4.1") will be downloaded, and will exist in Deltek CRM/GovWin as they currently appear in Costpoint. However, the owning org at the third and fourth level (for example, owning orgs "4.1.2" and "4.1.2.01"), will be truncated to the next highest level (for example, owning org "4.1"). The top level of an organization (and the lower-level segment lengths) is established in the Define Org Structures screen (Accounting » General Ledger » Organizations) and subsequent organization levels are assigned in the Maintain Org Elements screen (Accounting » General Ledger » Organizations).

Use Reorganization

Select this check box to use the reorganization structure to map owning orgs to the proper structure. Selecting this check box enables both the Exclude Top Level check box and Reorg field.

Exclude Top Level

Select this check box to exclude the top level of the reorganization ID during this download. This may be necessary if you are already using Reorg in Costpoint and the length of the top-level reorg element is not correct for CRM/GovWin.

ReOrg

Enter the top-level reorganization ID whose mapping definition will be used during this download.

Use Last Processed Time Stamp

Select this check box to download project information that is new or has changed in Costpoint since the last time the interface process was run. Clear this check box to download all applicable project information in Costpoint, in accordance with this screen's settings, regardless of when the interface process was last run.

Associations

Click this button to access the Configure Project Options - Project Association Information subtask. This button is enabled when the Associations check box is selected.

Selection

Click this button to access the Configure Project Options - Project Selection Information subtask. This button is always enabled.

Error Messages and Conditions

Message	Condition	Remedy
You are not licensed to run this function.	Error. You are not licensed for Deltek CRM/GovWin Integration.	Contact your Costpoint System Administrator.
This parameter definition is assigned to an interface. Please remove this assignment before attempting to delete this definition.	Error. You cannot delete an object parameter if it is used within an object instance definition.	Disassociate the parameter ID from the object instance.
This is an invalid top-level reorganization ID.	Error. The Reorg ID does not exist in the Reorg Structure table (REORG_STRUC) at the top-level (must be LVL_NO = 1).	Use to select a valid value.
This is not a top-level reorganization ID.	Error. You selected the Use Reorganization check box and the Reorg ID exists in the Reorg Structure table (REORG_STRUC.REORG_ID), but this ID is not the top-level (REORG_ STRUC.LVL_NO is greater than 1).	Use to select a valid value.
No project level mapping exists for this project.	Error. The Default Project ID is not in X_PROJ_LVL_MAP.	Use to select a valid value.
The CRM project level must be between 0 and 15, inclusively.	Error. The CRM Project Level is less than 0 and greater than 15.	Enter a value between 0 and 15, inclusive.
The project level must be between 1 and 15, inclusively.	Error. The Project Level must be between 1 and 15, inclusive.	Enter a value between 1 and 15, inclusive.
The organization level must be between 1 and 5 inclusively.	Error. The Owning Org Level must be between 1 and 5, inclusive.	Enter a value between 1 and 5 in the Owning Org Level field.
The number of levels defined within this reorganization exceeds the maximum of 5.	Error: The reorganization ID selected has more than five levels defined (or more than six levels if you selected the Exclude Top Level check box) and cannot be used.	Use to select a valid value. Deltek CRM/GovWin only allows a five-level org structure, so you must select a Reorg ID that will not exceed that maximum.
This is an invalid Project ID.	Error. The Select Projects Range Option is One and the *From* project is not a valid project ID (PROJ_ID).	Use to select a valid value.
The project status of this project is inactive and you have not requested inactive projects.	Error. The Select Projects Range Option is One, only the Active check box is selected (PROJ_ACT_FL is Y), and the project is not active (PROJ.ACTIVE_FL is N); therefore, this is not a valid project ID (PROJ_ID).	Select a project ID with an active status or select the Inactive check box.
The project status of this project is active and you have not requested active projects.	Error. The Select Projects Range Option is One, only the Inactive check box is selected (PROJ_INACT_FL is Y), and the project is active (PROJ.ACTIVE_FL is Y); therefore, this is not a valid project ID (PROJ_ID).	Select a project ID with an inactive status or select the Active check box.
The level for this project is greater than the project level requested.	Error. The Select Projects Range Option is "One," and the Level (LVL_NO) for this PROJECT is greater than the Project Level (PROJ_LVL); therefore, this is not a valid project ID (PROJ_ID).	Use to select a valid value.
You must check at least one Project information check box.	Error. You did not select the Basic Information and/or Associations check boxes.	Select one or more check boxes in the Select Project Information group box.
Either active and or inactive projects must be selected.	Error. You did not select the Active or Inactive check boxes.	Select the Active and/or Inactive check boxes in the Project Options group box.
A top-level reorganization ID must be entered.	Error. The Use Reorganization check box is selected, but the Reorg is null.	Enter a valid value in the Reorg field, or clear the Use Reorganization check box.
The reorganization mapping definition for this top-level reorganization ID does not contain the organization ID entered above.	Error. The Use Reorganization check box is selected, the Select Owning Organizations Range Option is One, and the From organization is not a valid organization ID (ORG_ID) in the Reorg/Org Link table (REORG_ORG_LINK.ORG_ID) where the Reorg ID (REORG_ORG_LINK.REORG_ID) is mapped with the assigned top-level org (REORG_ID_TOP).	Specify an organization ID that is included in the reorganization structure requested, or add the desired org to the reorganization structure, or select a different reorganization ID.
A default top-level Project ID must be entered.	Error. The Use Project Level Mapping and the Use Default Project check boxes are selected, but the Default Project ID is null.	Enter a valid project ID in the Default Project ID field.
The CRM project level must be equal to or lower than the project level.	Error. The CRM Project Level is greater than the Project Level.	Enter a level between 1 and the maximum number of levels being transferred.
You must check at least one association if you are requesting association information to be downloaded.	Error. The Associations check box is selected, and no check box in the Project Associations group box (in the Project Association Information subtask) has been selected	Populate the Project Association Information subtask.