EXPORT DATA TO DELTEK TIME & EXPENSE 5.x+

Use this application to export account, project, employee, and other timesheet information from Costpoint into Deltek Time Collection 5.x or greater.

Depending on which options you select in this application, Costpoint exports data into separate ASCII records (or rows) in a Comma Separated Values (.CSV) file that can later be uploaded into Deltek Time Collection 5.x or greater. Please refer to the Deltek Time Collection 5.x, Deltek Time & Expense 6.0, or Deltek Time & Expense 7.0 documentation for additional information regarding each input file format.

Warning: New functionality added with Costpoint version 5.2 requires you to delete your MO tree in the Maintain Charge Tree screen in Deltek Time & Expense and then perform a full download. To ensure a full download, do not check the Changes Since Last Download checkbox on this screen.

You must have already assigned Time Collection Accounts in the Time Collection Accounts application. Similarly, you must have already flagged projects as Time Collection Projects, Expense Projects, Time & Expense Projects, or not eligible for export in the Time Collection Projects application. Also, be sure that your base tables/links and employee information is properly established in Costpoint.

This application is available if you are licensed for Time Collection and you selected the "Time Collection 5.x" option or greater in the Deltek Time & Expense group box in the Corporate Labor Settings subtask of the Labor Settings screen in Costpoint Labor. It is also available if you are licensed for Deltek Employee Expense and you selected the "Time Collection 6.x" option or greater in the Deltek Time & Expense group box in the Corporate Labor Settings subtask of the Labor Settings screen in Costpoint Labor, or if you are licensed for Deltek Employee Self Service (ESS) and the ESS version is greater than 3.1.

Output Location

Path

Use this pushbutton to select the directory where the output files will be stored. If you select this pushbutton, a separate window will display from which you can select the path.

Options

Changes Since Last Download

Select this checkbox to export only those changes that were made to the selected tables since the last download was completed. If you do not select this checkbox, all information from the selected tables will be exported.

Company

If you do not select the All Companies checkbox, you must enter a company in the Company field.

All Companies

Select this checkbox to export information for all companies in your Costpoint database.

Company

Enter, or use Lookup to select, the company for which you want to export information. The company must exist in the Company table (GL_CONFIG.COMPANY_ID). The company under which you are logged into Costpoint is the default.

Base/Link Tables

Select this pushbutton to open the Base/Link Tables subtask.

Employee Info

Select this pushbutton to open the Employee Info subtask.

Charge Trees

Select this pushbutton to open the Charge Trees subtask.