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

Options Tab

Use this tab on the Configure Project Options screen 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.

Contents

Field Description
Integration Type

From the drop-down list, select the integration type for this parameter record. Valid options are:

  • CRM/GovWin 4.1 (AI Engine): This is a legacy option for CRM/GovWin integration using the AI Engine.
  • GovWin Capture Management (Deltek Connector): This is a legacy option for GovWin Capture Management through the Deltek Connector.
  • GovWin Capture Management (Web Service): Select this option if you are running GovWin Capture Management integration using Vision Web Services. If you are using this method, run the integration using the Transfer GovWin Capture Management Data screen.
  • Deltek Resource Planning: Select this option if you are integrating with Deltek Resource Planning. If you select this option, run the integration process using the Transfer Resource Planning Data screen.
Use Last Processed Time Stamp

Select this check box to download project information that is new or has changed in Costpoint since the last time the interface process was run. Clear this check box to download all applicable project information in Deltek Costpoint, in accordance with this screen's settings, regardless of when the interface process was last run.

Project Information

Use this group box to select project information options.

Field Description
Basic Information

Select this check box to download basic project information from the Manage Project User Flow screen.

Associations

Select this check box to download project association information from the Manage Project User Flow screen. Select this check box to enable the check boxes in the Project Associations group box in the Associations tab.

Project Associations

Use this group box to select project association options. This group box is active if you selected the Associations check box on the Main tab.

Field Description
Employees

Select this check box to download project-to-employee information. You must then enter a value in the Project Level and Role fields. Selecting this check box also enables the Employee Options group box.

Managers

Select this check box to download project-to-manager information. You must then enter a value in the Project Level field.

Vendors

Select this check box to download project-to-vendor information. You must then enter a value in the Project Level field. Selecting this check box also enables the Vendor Options group box.

Customers

Select this check box to download project-to-customer information. You must then enter a value in the Project Level field.

Project Level

Enter a numeric value that specifies the project level at which project-to-employee, project-to-manage, project -to-vendor, or project-to-customer associations exist in Deltek CRM/GovWin.

Role

Enter the role you want to use when creating project/employee associations.

Custom Information

Use this group box to select custom information options.

Field Description
Contract Information

Select this check box to download contract information.

Contract Modifications

Select this check box to download contract modifications.

Contract Government Info

Select this check box to download government project information.

Contract PSR Information

Select this check box to download contract inception-to-date amounts as reflected on project status reports.

Use Latest Accounting Period

Select this check box to use the latest fiscal year and period processed as the through date.

Rate Type

From the drop-down list, select the rate type. Valid options are:

  • Actual: Select this option to use actual indirect rates.
  • Target: Select this option to use target indirect rates.

Project Options

Use this group box to select project options.

Field Description
Active

Select this check box to include active projects in the download.

Inactive

Select this check box to include inactive projects in the download.

Billable

Select this check box to include billable projects in the download.

Non-Billable

Select this check box to include non-billable projects in the download.

Apply Active/Inactive Filter on Top Level Projects Only

Select this option if you only want to apply active and/or inactive filter to top-level projects only. This will include lower level projects under the active and/or inactive top-level projects regardless of whether the lower level project is active or not. This check box is available only if you select Deltek Resource Planning from the Integration Type drop-down list.

CRM Project Level

Enter the starting project level for GovWin Capture Management projects. Projects at this level and above are flagged as available for GovWin Capture Management users. Enter 0 to flag all projects selected as not available for GovWin Capture Management users.

Project Level

Enter a numeric value that determines the level at which projects exist in GovWin Capture Management based on the project's level on the Manage Project User Flow screen. Only projects at the specified level (and higher) in Costpoint are selected for transfer to GovWin Capture Management. For example, if you enter '2' in this field, all projects at the top level (for example, 100) and the next lowest-level (for example, 100.10) are downloaded, and exist in GovWin Capture Management as they currently appear in Costpoint. However, projects at the third and fourth level (for example, 100.10.2 and 100.10.2.10) are not selected. Using this option assigns the Costpoint project ID to WBS1 in GovWin Capture Management, up to the level you select.

Use Project Level Mapping

Select this check box to use project-level mapping. Use project mapping to map specific segments of the Costpoint project ID to WBS1, WBS2, and WBS3.

Use Default Project

Select this check box to use a default project-level mapping. By specifying a default project, you can set up a common-level mapping rule that can be used for some or all projects with a common structure for GovWin Capture Management.

In the adjacent field, enter, or click binoculars.gif to select, the top-level project ID whose level mapping definition must be used as a default during the integration process. The process uses the default if the project being translated does not have a specific mapping defined.

Employee Options

Use this group box to select employee options. This group box is active if you select the Employees check box in the Project Associations group box.

Field Description
Active Employees

Select this check box to download associations for active employees.

Inactive Employees

Select this check box to download associations for inactive employees.

Active Home Org

Select this check box to download associations for employees whose home organization is active.

Inactive Home Org

Select this check box to download associations for employees whose home organization is inactive.

ORG Options

Use this group box to select organization options.

Field Description
Owning Org Level

Enter a numeric value that determines the owning organization level at which organizations (assigned to projects) exist in GovWin Capture Management or Resource Planning, based on the project's owning organization on the Manage Project User Flow screen. The organization of the projects is truncated to that level, if they are at a lower level in Costpoint. For example, if you enter a 2 in this field, all owning organizations at the top level (for example, 4) and the next lowest-level (for example, 4.1) are downloaded, and exist in GovWin Capture Management or Resource Planning as they currently appear in Costpoint. However, for the owning organization at the third and fourth level (for example, 4.1.2 and 4.1.2.01), the following applies:

  • GovWin Capture Management: Projects are truncated to the next highest level (for example, 4.1).
  • Deltek Resource Planning: All selected projects will be transferred regardless of the value indicated in the Owning Org Level field. Organizations of projects will just be truncated to the value specified in this field.

    The top level of an organization (and the lower-level segment lengths) is established on the Manage Organization Structures screen and subsequent organization levels are assigned on the Manage Organization Elements screen.

Active

Select this check box to include projects with active organization IDs in the download.

Inactive

Select this check box to include projects with inactive organization IDs in the download.

Use Reorganization

Select this check box to use a reorganization structure to map owning organizations to the proper structure. Selecting this check box enables both the Exclude Top Level check box and ReOrg field.

In the adjacent field, enter, or click binoculars.gif to select, the top-level reorganization ID whose mapping definition must be used during this download.

Exclude Top Level

Select this check box to exclude the top level of the reorganization ID during this download. This may be necessary if you are already using the reorganization feature in Costpoint and the length of the top-level reorganization element is not correct for GovWin Capture Management or Resource Planning.

Vendor Options

Use this group box to select vendor options. This group box is active if you select the Vendors check box in the Project Associations group box.

Field Description
Employee Vendors

Select this check box to download associations for vendors who are also employees.

Non-Employee Vendors

Select this check box to download associations for vendors who are not also employees.

1099 Vendors

Select this check box to download associations for vendors flagged to receive a 1099.

Non-1099 Vendors

Select this check box to download associations for vendors not flagged to receive a 1099.