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

Transfer GovWin Capture Management Data

Use this screen to transfer Lookup, customer, employee, organization, project, vendor, project, and cost data from Costpoint to GovWin Capture Management using Vision web services.

Note: Before you can use this screen, you must set up Costpoint for integration using Vision Web Services. Please refer to the Deltek Costpoint to GovWin Capture Management (Web Service) Technical Guide for more information.

This screen contains the following six tabs which allow you to view and select specific objects that will be transferred to GovWin Capture Management:

  • Lookup Data: Select Lookup information that will be included in the integration.
  • Organization Data: Select organization information that will be included in the integration. Create export parameter IDs on the Configure Organization Options screen before using this tab.
  • Employee Data: Select employee information that will be included in the integration. Create export parameter IDs on the Configure Employee Options screen before using this tab.
  • Client Data: Select customer/client information that will be included in the integration. Create export parameter IDs on the Configure Customer Options screen before using this tab.
  • Vendor Data: Select vendor information that will be included in the integration. Create export parameter IDs on the Configure Vendor Options screen before using this tab.
  • Project Data: Select organization information that will be included in the integration. Create export parameter IDs on the Configure Project Options screen before using this tab.

When creating export parameter IDs for organization, employee, customer/client, vendor, and project objects, you must select Vision Web Services (CP7X_VSWS) in the Version field so that the parameter ID will be available for selection on the Transfer GovWin Capture Management screen.