STEP BY STEP PROCEDURES

  1. Create the comma-separated (.csv) files in the format defined by the input file layout.  All file names must be defined as <TABLENAME.CSV>.  For example:  PROJ.CSV, PROJ_MOD.CSV, and PROJ_REV_SETUP.CSV will upload the Basic Info screen (Projects » Project Setup » Project Master), the Modifications screen (Projects » Project Setup » Controls), and the Basic Revenue Info screen (Projects » Project Setup » Revenue Setup).

  2. Go to Upload Project Information screen (Projects » Project Setup » Project Master) and upload the project information from the input file(s).

  3. If no errors are encountered, the system will display the following message and can proceed to step 6:  "No errors were found in the import file. Data is now available to print/import."

  4. If errors are encountered, the system will display the following message:  "There are errors in the input file. Data cannot be imported until all errors in the input file have been corrected."  Print and review the error report.

You can print the Project Preprocessor Error Report to a file in Rich Text Format (.RTF).  From the Upload Project Information screen (Projects » Project Setup » Project Master), select Print Setup from the File menu, click the Text File option, and enter a path and filename with an extension of .rtf.  For example:  C:\WINDOWS\DESKTOP\ERRORS.RTF.

  1. Make corrections to the .csv file(s) and upload again.  Refer to the Error Messages section of this document for more information about the Error Messages.

  2. Repeat steps 3 and 4 until the upload process completes without errors.

  3. Print the Project Preprocessor Report and review the data that will be imported. If you need to make changes, repeat steps 3 and 4.

You can print the Project Preprocessor Report to a file in Rich Text Format (.RTF).  From the Upload Project Information screen (Projects » Project Setup » Project Master), select Print Setup from the File menu, click the Text File option, and enter a path and filename with an extension of .rtf.  For example:  C:\WINDOWS\DESKTOP\PROJPRE.RTF.

  1. Print the final Project Preprocessor Report and retain it for your records.

  2. The Process icon on the toolbar is enabled after the Project Preprocessor Report is printed. Click the icon to import the data into the database.

  3. Go to the Miscellaneous Toolkits screen (Projects » Cost and Revenue Processing » Utilities) and run the following toolkits for all projects: Update Contract and Funded Values and Update Period of Performance.

Create the comma-separated (.csv) files in the format defined by the input file layout.  Then place the .csv files in the Import directory that you defined when you installed the ODBC driver on your workstation.