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 Resource Planning Data

Use this screen to transfer code tables, organization, employee, project, and project historical hours from Costpoint to Deltek Resource Planning.

Note: Before you can use this screen, you must enable and set up the Costpoint and Resource Planning integration on the Costpoint Configuration Utility. Please refer to the Deltek Costpoint 7.0.1 Configuration Utility Guide for more information.

This screen contains the following five tabs which allow you to specify the information that will be transferred to Resource Planning:

  • Code Tables: Use this tab to specify code table information that you want to transfer to Resource Planning.
  • Organization: Use this tab to enable transferring of organization data to Resource Planning.
  • Employee: Use this tab to specify employee information that you want to transfer to Resource Planning.
  • Project: Use this tab to enable transferring of project information to Resource Planning.
  • History: Use this tab to enable transferring of project historical hours information to Resource Planning.