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

Screen Fields

Use the Import Master Data screen to provide import information.

Parameter ID and Description Fields

Use these first two fields to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

Field Description
Parameter ID

Enter, or click to select. a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently, because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Source

You can import master table information into Deltek Time & Expense from three different data sources: from database tables, ASCII file formats, and Extensible Markup Language (XML) file formats.

Field Description
Table Select this check box to import data from ASCII files. Please review the Import ASCII Layouts chapter of the Deltek Time & Expense Technical Guide for a complete listing of ASCII file layouts.
Note: Please see the Data Dictionary for the layouts of the IMPORT_XXX tables, where XXX is the name of the import master table. You can also review Import Staging Table Layouts chapter of the Deltek Time & Expense Technical Guide for staging table layouts.
ASCII Select this check box to import data from ASCII files. Please review the Import ASCII Layouts chapter of the Deltek Time & Expense Technical Guide for a complete listing of ASCII file layouts.
XML Select this check box to import data from XML files. Please review the Import XML Schemas chapter of the Deltek Time & Expense Technical Guide for a complete listing of XML file layouts.

Miscellaneous

Field Description
Retry Add/Update Transactions Select this check box to treat an Add transaction as a Change transaction if the record is found to already exist. This updates the existing record for the transaction.
Note: If you do not select this check box, the transaction displays in the Master Data Import History screen as an error.

If you select this check box and import a Change transaction that does not already exist, the record is added. If you do not select this check box, the transaction will display in the table in the log tab as an error.