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

Step-by-Step Procedures

Here are the steps on importing project data from an input file into Costpoint.

To import project data into Costpoint using comma-separated (.csv files):

  1. Create the comma-separated (.csv) files in the format defined by the input file layout. 
    All file names must be defined as <TABLENAME.CSV>. For example: PROJ.CSV, PROJ_MOD.CSV, and PROJ_REV_SETUP.CSV upload the Basic Info tab of the Manage Project User Flow, the Manage Modifications screen, and the Manage Revenue Information screen.
    Note: If your import files were created as .csv files out of SQL and have an encode type of UTF-8-BOM, you must change the input file encode type to UTF-8 so that Costpoint will recognize the file contents and proceed with the validation and import processes.
  2. Go to Import Project Master Data screen and upload the project information from the input file(s).
    Costpoint displays one of the following messages:
    • If no errors are encountered, Costpoint displays the following message and you can proceed to step 6: "No errors were found in the import file. Data is now available to print/import."
    • If errors are encountered, Costpoint displays the following message: "There are errors in the input file. Data cannot be imported until all errors in the input file have been corrected." Print and review the error report, and proceed to step 4.
    Note: You can print the Import Project Master Data Report to a file in Rich Text Format (.RTF). From the Import Project Information screen, click File > Print Setup, click the Text File option, and enter a path and file name with an extension of .rtf (for example: C:\WINDOWS\DESKTOP\ERRORS.RTF).
  3. Make corrections to the .csv file(s) and upload again. 
  4. Repeat steps 2 and 3 until the upload process completes without errors.
  5. Print the Import Project Master Data Project Report and review the data to be imported.

    If you need to make modifications, repeat steps 3 and 4.

    Note: You can print the Import Project Master Data Report to a file in Rich Text Format (.RTF). From the Import Project Information screen, click File > Print Setup, click the Text File option, and enter a path and file name with an extension of .rtf (for example: C:\WINDOWS\DESKTOP\PROJPRE.RTF).
  6. Print the final Import Project Master Data Project Report and retain it for your records.
  7. Click to import the data into the database.

    This button is enabled after the Project Preprocessor Report is printed. 

  8. Run the following utilities for all projects: Update Project Contract and Funded Values and Update Project Period of Performance.