Historical Data

Most likely, when you install and begin using Deltek, you will already have a great deal of project and accounting data stored in other places. You must supply Deltek with a certain amount of this historical data (such as account balances as of the installation cutoff date) for your Deltek processing and reporting to make sense.

There are three methods for loading historical data into Deltek:

  • Data Migration: Use the Import utility to bring data into the Deltek database.

  • Database Conversion: Convert the database from another Deltek, Inc., product, including Deltek Sema4, Deltek Advantage, Deltek FMS, Deltek Award, and Deltek CRM.

  • History Loading: Use the History Loading utility to enter historical data manually.

The History Concepts help covers only concepts related to the History Loading utility.

If you choose to enter historical data through the History Loading utility, use the forms in Utilities > History Loading to enter information directly into your Deltek database. You do not need to perform a separate step to post the information to your database.

Use the History Loading utility to enter data as of the end of the period prior to the installation cutoff date, which is the date on which you start processing transactions in Deltek. All data that you enter in Deltek after the installation cutoff date is considered transaction data.

Related Topics:

  • Installation Cutoff Date
    Your installation cutoff date is the date on which you start processing transactions in Deltek, also called the "go live" date.
  • History Loading
    When you begin processing information in Deltek, you enter transaction data through data entry and then post it to the database. For historical data, however, you bypass this process and enter data that directly updates the appropriate parts of the database.
Parent Topic: Concepts