Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Configure Organization Options

Use this screen to define export parameters for organization information.

The integration process uses these parameters to download this information from Costpoint into GovWin Capture Management or Deltek Resource Planning.

Note: In order to run this application, you must be licensed for Deltek Costpoint to GovWin Capture Management Integration or Costpoint - Deltek Resource Planning Integration.

Before you use this screen, you must:

  • Set up company and address information on the Set Up Company screen.
  • Establish the top level and lower-level segment lengths of an organization on the Manage Organization Structures screen.
  • Assign subsequent organization levels on the Manage Organization Elements screen.
  • If applicable, verify your organization data labels on the Manage Organization User-Defined Information screen.

After defining export parameters on this screen, run the integration using either of the following methods:

  • If you use Deltek Resource Planning, go to the Transfer Resource Planning Data screen.
  • If you use Capture Management Web Services for integration, go to the Transfer GovWin Capture Management Data screen to run the integration.
  • If you use Deltek Connector, go to the Manage Interface Configuration and Scheduler screen to set up interface instances and schedule an integration process.

This screen contains the following two tabs which allow you define the settings for exporting organization information:

  • Options — Use this tab to specify additional options you want to use for transferring organization information.
  • Selection — Use this tab to specify the ranges of organization IDs that you want to include in the integration process.