Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Import Work Schedules From Deltek Time and Expense

Use the Import Work Schedules from Deltek Time and Expense screen to import work schedule data directly from Deltek Time & Expense or via a comma-separated value (.csv) input file.

You can add new work schedules, update work schedules, or both. If Costpoint has a direct link to Time & Expense, you can select from a range of work schedules and dates.

Important Notes:

  • When importing, records are updated or added to the WORK_SCH table; no deletions are made. In the WORK_SCH_DATE table, only the years being imported are deleted and replaced.
  • The import file must have at least one Specific Date record for the year being imported. If the input file contains only Day of Week records, the application cannot determine the date. For more information, see the documentation for the Type field in the Manage Work Schedules screen.
  • This application can import only non-employee work schedules. It cannot import work schedules that were created for specific employees.
  • You must add work schedules to Deltek Time & Expense before importing them here.
  • This is a separately licensed product for the current release of Deltek Costpoint.

There are two ways to work with input files in Costpoint:

  • You can access the input file from the network by using Alternate File Locations.
  • You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.

If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.