UPLOAD PROJECT INFORMATION

Use this screen to import project and billing information from Comma-Separated File(s) into Costpoint.

This application consists of two processes: Upload and Import. The Upload process reads information from the input file(s) and the default project(s) and performs the necessary validations. The input file(s) must be named [TABLE_NAME].csv. The following is a list of the file names and their associated Costpoint menu screens that can be uploaded and imported into Costpoint. They are listed in the order in which the processing is done.

If errors are found, information is displayed on the screen and you can print an error report.  Once you have uploaded the information without errors, the Project Preprocessor Report is available for printing. The Project Preprocessor Report contains all project information that will be imported. Review it extensively before proceeding with the Import process. Files are available for Import after all validations have passed and the Project Preprocessor Report has been printed. You can upload the same .CSV file as many times as necessary, but you can import it only once.

Run this application whenever you need to upload and import project information into Costpoint. You will use this screen extensively when initializing Costpoint. 

See also the Step by Step Procedures and Input File Information.

Up to four new tables are now included in the upload process. These tables were added to the database to improve performance. No new .CSV files are required for them. The data inserted into the tables derives from existing .CSV files:

1. PROJ_HIERARCHY – This table stores the all projects and their parent project number. This table derives from the PROJ.CSV file.

2. PROJ_SRCE_PROJ – This table stores all projects and their source project number. The source project number is used for project labor category defaults and validations. This table derives from the PROJ.CSV file and/or the TM_RT_ORDER.CSV file.

3. PROJ_INVC_PROJ – This table stores the billing level invoice project number and all children of the invoice project. This table derives from the PROJ_BILL_INFO.CSV file, which determines the invoice project number, and the PROJ.CSV file, which determines the child project numbers.

4. PROJ_REV_PROJ – This table stores the revenue level project number and all children of the revenue project.  This table derives from the PROJ_REV_SETUP.CSV file, which determines the revenue project number, and the PROJ.CSV file, which determines the child project numbers.

As of Version 6.1, you can include alternate project structures in your import. You can use alternate project structures to link multiple projects together or to create a view of one portion of a single project for reporting purposes only. Three tables are used: PROJ_RPT_ID, TOP_LVL_RPT, and PROJ_RPT_PROJ. If the alternate project structure already exists in the PROJ_RPT_ID and TOP_LVL_RPT tables, you can upload the PROJ_RPT_PROJ table alone.

Select Users

Use this group box to select the range of user IDs to be included in the Upload and Import processes. Only records that have a user ID in the selected range will be uploaded. The user ID must be a valid user set up in the Maintain Users screen (Others » System Administration » System Security). 

Range

Use this drop-down list to select the range of users to be included in the upload process.  Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use the binoculars icon to select, the starting user ID associated with the information you want to process.  If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending user ID associated with the data you want to process.  If you select All, One, or To End in the Range Option field, this field will be inactive.

Upload

Click this button to upload project information from the input files. All records will be validated at this time.  If errors are encountered, the system will display the following error message: "There are errors in the input file. Data cannot be imported until all errors in the input file have been corrected."

Error information is displayed on the screen and you can print the Project Preprocessor Error Report. The source table for this report is Z_PROJPRE_ERR.

If your input files are free of errors, the system will display the following message: "No errors were found in the import file. Data is now available for import." 

Print the Project Preprocessor Report and review the information.  You can then click the Process icon on the toolbar to import the project information into the Costpoint tables.

Table Window

Table Name

This column displays the name of the table where the error occurred.

User ID

This column displays the user ID for the record where the error occurred. 

Project

This column displays the project ID for the record where the error occurred.

Column Name

This column displays the column where the error occurred.

Description

This column displays a description of the error that occurred. See the Error Messages section of this document for more information about specific error messages.

Input Path

Select

Enter the path of the file you want to upload, or click the Select button to browse to the location.

Default Project Functionality

For many files, you have the option to include a default project in the input file.  When a default project is contained in the input file, the upload process will first use information from the input file. Then, if there is nothing in the input file, it will use the information from the default project.  This means you can provide a small amount of information in the input file to upload all other information from the default project. The upload program will always use the information contained in the input file before the default project. The following files include the default project functionality.

Error Messages and Validation

Technical Information