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

Import Project Budgets Business Processing

There are several people involved in the overall business process.

Definitions

  • Project Manager: Uses Project Planner to develop budget, forecast, and ETC data.
  • Data administrator: Exports data from Project Planner.
  • Costpoint staff: Runs Costpoint processes to import and update budget, forecast, and ETC tables.

Business Process

Activities

Activity Description
Importing into Costpoint
  • Data administrator — Provide input file to Costpoint staff.
  • Costpoint staff.
Configure Interface Settings and Configure Project Planner Mapping Definitions screens.
  • Define source file definition, row inclusion and exclusion rules, row definitions, column definitions and mapping definitions.
Import Project Budgets screen.
  • Select appropriate input files.
  • Select appropriate project option.
  • Select appropriate interface setup definition.
  • Provide runtime data inputs.
  • Submit job to process server and review results of process server run or run interactively to review reports and import.
Processing within Costpoint after import.
  • Costpoint staff.
  • Budgets and forecasts.
  • Run the Update Project Total Budget screen to reflect detail provided.
  • Run the Update Budget Report Tables screen and select Update in the Operation drop-down list.