\
Use this screen to import project and billing information from comma-separated file(s) into Costpoint web. 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. If the data in the input file fails validation, the Project Preprocessor Error Report will be printed showing the problems with the data. You must correct the problems before you can execute the import process. If all data in the input file passes all validations, you will be prompted to print the Project Preprocessor Report. This report contains all the data that will be imported into the system. You cannot import data until this report has been printed. Use the File Download Manager Icon on the toolbar to execute the Upload process.
You can execute the Import process as soon as the Project Preprocessor Report is printed. This report is not available until all data passes validation. Use the Actions icon on the toolbar to run the Import process.
You can run the validation and import processes from the Process Server. Just click the Action icon and select "Validate & Import" before you save your parameters.
|
|
Note: As of Costpoint 6.1, this application uses dynamic worktables, rather than permanent worktables. This enables multiple users to validate data and print reports at the same time. However, only one user can execute the Import process at a time. |
The input file(s) must be named [TABLE_NAME].csv and must be located in the import directory that was defined when the Data Source installation program (IWOTEXT.EXE) was executed on your workstation. The following is a list of the file names and their associated Menu screens that can be uploaded and imported into the system. They are listed in the order of processing.
|
File Name |
Costpoint Screen Name |
|
PROJ.CSV |
Basic Info (Project\Maintain\Project User Flow) |
|
PROJ_MOD.CSV |
Enter Project Modifications (Projects\Transactions\Project) |
|
PROJ_REV_SETUP.CSV |
Revenue Information (Projects\Maintain\Revenue) |
|
PROJ_BILL_INFO.CSV |
Project Billing Information (Projects\Maintain\Billing) |
|
PROJ_CUST_SETUP.CSV |
Project Billing Information - Customers (subtask) (Projects\Maintain\Billing) |
|
PROJ_ORG_ACCT.CSV |
Project/Account/Organization Links (Projects\Maintain\Project) |
|
PROJ_GOVT_CONTR.CSV |
Govt Contract (Project\Maintain\Project User Flow) |
|
PROJ_LAB_CAT.CSV |
Assign PLCs (Projects\Maintain\Labor Categories) |
|
PROJ_EMPL.CSV |
Employee Work Force (Projects\Maintain\Labor Categories) |
|
PROJ_VEND.CSV |
Vendor Work Force (Projects\Maintain\Labor Categories) |
|
PROJ_VEND_EMPL |
|
|
PROJ_EMPL_LAB_CAT.CSV |
Employee Work Force - Assign PLC to Employee Work Force (subtask) (Projects\Maintain\Labor Categories) |
|
PROJ_VEND_LAB_CAT.CSV |
Vendor Work Force - Assign PLC to Vendor Work Force (subtask) (Projects\Maintain\Labor Categories) |
|
PROJ_VEND_EMPL_PLC.CSV |
|
|
BILL_LAB_CAT.CSV |
Project Labor Categories (PLC) (Projects\Maintain\Labor Categories) |
|
PROJ_LAB_CAT_MAP.CSV |
Linked GLCs (Projects\Maintain\Project User Flow) |
|
PROJ_LAB_CAT_RT_SC.CSV |
Project PLC Rates (Projects\Maintain\Labor Categories) |
|
PROJ_EMPL_RT_SCH.CSV |
Empl/Vend PLC Rates (Projects\Maintain\Project User Flow) |
|
LAB_CAT_RT_SCH.CSV |
Project Labor Categories (PLCs) (Projects\Maintain\Labor Categories) |
|
TM_RT_ORDER.CSV |
Define Rate Sequence (Projects\Maintain\Revenue) |
|
CEIL_DIR_COST.CSV |
Project Direct Cost Ceilings (Projects\Maintain\Ceilings and Overrides) |
|
CEIL_DIR_HRS.CSV |
Project Hours Ceilingsl (Projects\Maintain\Ceilings and Overrides) |
|
CEIL_BURDEN_CST.CSV |
Burden Cost Ceilings (Projects\Maintain\Ceilings and Overrides) |
|
EMPL_CEIL.CSV |
Project Employee Hours Ceilings (Projects\Maintain\Ceilings and Overrides) |
|
VEND_CEIL.CSV |
Vendor Hour Ceilings (Projects\Maintain\Ceilings and Overrides) |
|
PROJ_BILL_INFO_SCH.CSV |
Project Billing Information -Details (subtask) (Projects\Maintain\Billing) |
|
OVRIDE_MLT_ON_DIR.CSV |
Multiplier Overrides (Projects\Maintain\Ceilings and Overrides) |
|
OVRIDE_FEE_ON_DIR.CSV |
Cost Fee Overrides (Projects\Maintain\Ceilings and Overrides) |
|
OVRIDE_FEE_ON_BURD.CSV |
Burden Fee Overrides (Projects\Maintain\Ceilings and Overrides) |
|
EMPL_PROJ_TS_DFLT.CSV |
|
|
LAB_ACCT_GRP_DFLT.CSV |
|
|
EMPL_ACCT_GRP_DFLT.CSV |
Employee Project/Account Group Timesheet (People\Maintain\Timesheet Defaults) |
|
PROJ_TS_DFLT.CSV |
Project Timesheet Defaults (People\Maintain\Timesheet Defaults) |
|
PROJ_WAWF_INFO.CSV |
Project WAWF Information (Projects\Maintain\Billing) |
|
PROJ_RPT_ID.CSV |
|
|
TOP_LVL_RPT.CSV |
|
|
PROJ_RPT_PROJ.CSV |
Alternate Reporting - Link Projects subtask |
If errors are found, the system will display information on the screen and you can print an error report. Once you have uploaded the information without errors, the Project Preprocessor Report will be available for printing. The Project Preprocessor Report contains all project information that will be imported.
|
|
Warning: Review the Project Preprocessor Report 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 files as many times as necessary, but you can import them only once. |
|
|
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. The data inserted into the tables derives from existing .CSV files:
|
|
|
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. |
Run this application whenever you need to upload and import project information into the system. See also the Step by Step Procedures and Input File Information. You will use this screen extensively when initializing Costpoint.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use this the fields in this block 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 that of a valid user set up in the Users screen (Administration\Maintain). You can also enter an alternate file location in this block.
User IDs *
Use this drop-down box to select the range of User IDs that you want to include in the import process. The following options are available:
All - Select this option to include all available User IDs. The Start and End fields are disabled for this option.
One - Select this option to include only one User ID. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of User IDs. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the User IDs from the beginning of the available User IDs to a specific User ID in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the User IDs from a specific User ID to the end of all the available User IDs. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, a starting User ID for the range of User IDs that you want to include in the import process.
If you select "One," "Range," or "To End" in the Option field, you must enter a User ID in this field.
If you select "All" or "From Beginning" in the Option field, this field will be inactive.
Enter, or use Lookup to select, an ending User ID for the range that you want to include in the process.
If you select "All," "Range," or "From Beginning" in the Option field, you must enter a User ID in this field.
If you select "One" or "To End" in the Option field, this field will be inactive.
Enter an alternate file location that the program can use if the import file cannot be found using the Data Source.
Delete input file upon successful import
Select this checkbox to have Costpoint delete the input file if the import is successful.
* A red asterisk denotes a required field.
