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Exports Utility Terminology

Review the terminology used for the Exports utility.

Terminology used in the Exports utility that is located in Utilities > Imports & Exports > Exports

Term	Description
Data export definition	A data export definition determines the specific `Vantagepoint` data to export to a file and the formatting for the data in the file, so that it meets the needs of the third-party software to which you will import the data. `Vantagepoint` comes with predefined data export definitions. In addition, you can create your own data export definitions.
Data export definition category	Categories help you group data export definitions to make them easier to manage and find. You assign a category to a data export definition (on the Definition Setup form in the Exports utility). `Vantagepoint` comes with the DELTEK category, which is assigned to all the Deltek-provided data export definitions. You can also add your own categories.
Data pack	When you create a data export definition, you select a data pack for it. A data pack provides the set of all possible columns (fields) from a specific `Vantagepoint` application that you can include in the data export definition. You can select some or all of the fields from a data pack for a data export definition. `Vantagepoint` comes with predefined data packs that you cannot edit.
Target File Name	This is the file name that you specify for an export file that is created when you use a data export definition to export `Vantagepoint` data.
Email and FTP Targets	If you assign email and/or FTP (File Transfer Protocol) targets to a data export definition, the export file that is produced with the definition is automatically sent as an email attachment to email targets and/or saved to an FTP location for FTP targets.
Parameters	You define parameters for a data export definition and then use the parameters to create filters and calculations for the data export definition. You must have a basic understanding of Structured Query Language (SQL) to work with parameters. Parameter Example: You set up the following parameters and filter for a data export definition: You define a parameter for a start period and a parameter for an end period. You define a filter for the Period column that has a Between operator and the start period parameter and end period parameter in the filter's value fields.
Filters	You can define a filter for a column in a data export definition. The filter allows you to include records in the data export file that have a specific value in the column. For example, you could apply a filter to a Job Cost Rate column for a data export definition that uses the Employees data pack so that the exported employee records are only for employees with a job cost rate greater than 100.
Calculations	You can define calculated fields to add as columns in a data export definition. You must create an appropriate SQL calculation for the calculation to work. Calculation Examples: You can calculate a numeric value from multiple `Vantagepoint` fields. You can combine multiple `Vantagepoint` fields into a single calculated field, such as adding the First Name and Last Name fields in a calculated field to combine the first and last name of an employee into one field.
Mapping	When you set up a data export definition, you can specify a different value (the mapped value) to replace a `Vantagepoint` column's value in the data export file that is created using the data export definition. This is useful if the third-party software that will receive the data in the export file requires a different value than the one entered in `Vantagepoint`. Example: For a `Vantagepoint` column that contains a general ledger account, if the column contains the value 101.00, you can have that value added to a data export file as 1001.00 instead of 101.00.
Export Administrator	You should set up at least one export administrator for the Exports utility. An export administrator can create, save, edit, and delete data export definitions and their targets in the Exports utility, as well as use the definitions to export `Vantagepoint` data to a file. To specify that a user is an export administrator, assign the user to a security role that has the Export Administrator check box selected on the Access Rights tab on the Roles form in Settings > Security > Roles. Users who do not have export administrator access, can be given access to data export definitions to be able to export data to a file, but they cannot create, or delete data export definitions and their targets.

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Exports Utility Terminology

Review the terminology used for the Exports utility.

Terminology used in the Exports utility that is located in Utilities > Imports & Exports > Exports

Term	Description
Data export definition	A data export definition determines the specific `Vantagepoint` data to export to a file and the formatting for the data in the file, so that it meets the needs of the third-party software to which you will import the data. `Vantagepoint` comes with predefined data export definitions. In addition, you can create your own data export definitions.
Data export definition category	Categories help you group data export definitions to make them easier to manage and find. You assign a category to a data export definition (on the Definition Setup form in the Exports utility). `Vantagepoint` comes with the DELTEK category, which is assigned to all the Deltek-provided data export definitions. You can also add your own categories.
Data pack	When you create a data export definition, you select a data pack for it. A data pack provides the set of all possible columns (fields) from a specific `Vantagepoint` application that you can include in the data export definition. You can select some or all of the fields from a data pack for a data export definition. `Vantagepoint` comes with predefined data packs that you cannot edit.
Target File Name	This is the file name that you specify for an export file that is created when you use a data export definition to export `Vantagepoint` data.
Email and FTP Targets	If you assign email and/or FTP (File Transfer Protocol) targets to a data export definition, the export file that is produced with the definition is automatically sent as an email attachment to email targets and/or saved to an FTP location for FTP targets.
Parameters	You define parameters for a data export definition and then use the parameters to create filters and calculations for the data export definition. You must have a basic understanding of Structured Query Language (SQL) to work with parameters. Parameter Example: You set up the following parameters and filter for a data export definition: You define a parameter for a start period and a parameter for an end period. You define a filter for the Period column that has a Between operator and the start period parameter and end period parameter in the filter's value fields.
Filters	You can define a filter for a column in a data export definition. The filter allows you to include records in the data export file that have a specific value in the column. For example, you could apply a filter to a Job Cost Rate column for a data export definition that uses the Employees data pack so that the exported employee records are only for employees with a job cost rate greater than 100.
Calculations	You can define calculated fields to add as columns in a data export definition. You must create an appropriate SQL calculation for the calculation to work. Calculation Examples: You can calculate a numeric value from multiple `Vantagepoint` fields. You can combine multiple `Vantagepoint` fields into a single calculated field, such as adding the First Name and Last Name fields in a calculated field to combine the first and last name of an employee into one field.
Mapping	When you set up a data export definition, you can specify a different value (the mapped value) to replace a `Vantagepoint` column's value in the data export file that is created using the data export definition. This is useful if the third-party software that will receive the data in the export file requires a different value than the one entered in `Vantagepoint`. Example: For a `Vantagepoint` column that contains a general ledger account, if the column contains the value 101.00, you can have that value added to a data export file as 1001.00 instead of 101.00.
Export Administrator	You should set up at least one export administrator for the Exports utility. An export administrator can create, save, edit, and delete data export definitions and their targets in the Exports utility, as well as use the definitions to export `Vantagepoint` data to a file. To specify that a user is an export administrator, assign the user to a security role that has the Export Administrator check box selected on the Access Rights tab on the Roles form in Settings > Security > Roles. Users who do not have export administrator access, can be given access to data export definitions to be able to export data to a file, but they cannot create, or delete data export definitions and their targets.