Use this subtask to select which tables to export from Costpoint into Deltek Time Collection. When making your selections, remember to export only the tables that need to be tracked in Costpoint. Costpoint can fill in the blanks when importing timesheet data if the systems have been properly set up. If an employee's default labor location is used for every timesheet line, you need not track labor location in Deltek Time Collection unless you want Deltek Time Collection reports to contain this data.
If you decide not to track certain data in Deltek Time Collection, do not select the respective table(s). The proper data is calculated for the table(s) when you import timesheet data from Deltek Time Collection into Costpoint.
Select this checkbox to download the Account table. Selecting this checkbox enables the Range Option and Account Type drop-down boxes in the Account Selection Criteria group box.
Select this checkbox to download the Project table. Selecting this checkbox enables the Range Option, Project Type, and Project Description drop-down boxes in the Project Selection Criteria group box.
Use the drop-down box to select the range of accounts you want to download. The options available are "All," "One," "Range," "From Beginning," and "To End."
Enter, or use Lookup to select, the number of the first account you want to download.
Enter, or use Lookup to select, the number of the last account you wish to download. This field will not be available if you selected "ALL" in the Range Option field.
Deltek Time Collection associates all accounts with an account type. Account types control several business rules within Deltek Time Collection. Use this drop-down box to control which Account Types are downloaded for the Account range. Select one of the following options:
None - Download a blank value. If you select this option, you must create account types in Deltek Time Collection and assign a valid account type to each account individually. If you select this option, all applicable Labor Expense accounts (where the Account Type drop-down box is "Labor Expense" in the Maintain Accounts screen in Costpoint General Ledger) and Leave accounts (where the account is assigned as the Accrual Account, or only an Expense Account exists in the Leave Types screen in Costpoint Leave) will be exported to the UDT01 file. A null value will be inserted into the Account Type field of the ET_UDT01.txt file.
Account Type - Download the account type for the account. If you select this option, all applicable Labor Expense accounts (where the Account Type drop-down box is "Labor Expense" in the Maintain Accounts screen in Costpoint General Ledger) and Leave accounts (where the account is assigned as the Accrual Account, or only an Expense Account exists in the Leave Types screen in Costpoint Leave) will be exported to the UDT01 file. The Account Type value (ACCT. S_ACCT_TYPE_CD) will be inserted into the Account Type field of the ET_UDT01.txt file.
User-Defined - Download one of the account's user defined IDs. In order to select a user-defined value, you must first create one or more Validated Text fields in the Account User-Defined Labels screen (in Costpoint General Ledger), and then assign a value to each account in the Maintain Account User-Defined Info screen. If you select a user-defined label from this drop-down box, only accounts that have a value assigned to the selected label will be exported to the ET_UDT01.txt file.
Use the drop-down box to select the range of projects you want to download. The options available are "All," "One," "Range," "From Beginning," and "To End."
Enter, or use Lookup to select, the number of the first project you want to download.
Enter, or use Lookup to select, the number of the last project you want to download.
Deltek Time Collection associates all projects with a project type. Project types control several business rules within Deltek Time Collection. Use this drop-down box to control which Project Types are downloaded for the Project range. Select one of the following options:
None - Download a blank value. If you select this option, all applicable projects will be exported to the UDT02 file. A null value will be inserted into the Project Type field of the ET_UDT02.txt file.
Account Group - Download the project's account group. We recommend that you use this option. The Account Group is assigned to the project in the Maintain Project Master screen in Costpoint Project Setup. If you select this option, all applicable projects will be exported to the UDT02 file. The Account Group value (PROJ.ACCT_GRP_CD) will be inserted into the Project Type field of the ET_UDT02.txt file.
User-Defined - Download one of the project's user defined IDs. Labels that have a "T" (Text) Data Type and contain validated text (i.e., the Validated Text field is "Y") in the Project User-Defined Labels screen in Costpoint Project Setup will appear as options. If you select a user-defined label from this drop-down box, only projects that have a value assigned to the selected label will be exported to the ET_UDT02.txt file.
Select one of the following options from the drop-down box to control where the description for each project comes from.
Lowest Level - Download the project name.
Top Level/Lowest - String together the project's top-level description and the project description.
Select this checkbox to download the Labor Location table. Download this table only if you plan to have employees enter this field, have defaults set up in the charge authorizations, or need Deltek Time Collection reports that contain this data.
Select this checkbox to download the Reference 1 table. Download this table only if you plan to have employees make entries in this field, have defaults set up in the charge authorizations, or need Deltek Time Collection reports that contain this data.
Select this checkbox to download the Reference 2 table. Download this table only if you plan to have employees make entries in this field, have defaults set up in the charge authorizations, or need Deltek Time Collection reports that contain this data.
Select this checkbox to download the GLC table. Download this table only if you plan to have employees make entries in this field, have defaults set up in the charge authorizations, or need Deltek Time Collection reports that contain this data.
Select this checkbox to download the PLC table. Download this table only if you plan to have employees make entries in this field, have defaults set up in the charge authorizations, or need Deltek Time Collection reports that contain this data.
Select this checkbox to download the Worker's Comp table. Download this table only if you plan to have employees make entries in this field, have defaults set up in the charge authorizations, or need Deltek Time Collection reports that contain this data.
Select this checkbox to download the Organization table. Download this table only if you plan to have employees make entries in this field, have defaults set up in the charge authorizations, or need Deltek Time Collection reports that contain this data.
Select this checkbox to download the Pay Type table. Download this table only if you plan to have employees make entries in this field, have defaults set up in the charge authorizations, or need Deltek Time Collection reports that contain this data.