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 Project Options

Use this screen to define export parameters for project 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 the Deltek Costpoint to GovWin Capture Management Integration or Deltek Costpoint - Resource Planning Integration.

Before you use this screen, you must establish general project information and assign an owning organization and project type on the Manage Project User Flow 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 consists of the following tabs:

  • Options: Use this tab to specify the integration type and other options for project data (such as project information, project options, employee options, organization options, vendor options) that you want to include for processing.
  • Selection: Use this tab to select projects, owning organizations, project types, project classifications, employees, vendors, and ending period ranges.