Fields and Options

These help topics provide descriptions of individual fields and options on the tabs, forms, and dialog boxes in the Integrations and Imports area of the Configuration workspace.

Tabs, Forms, and Dialog Boxes

To display field and option descriptions, click the name of the tab, form, report, or dialog box in this list.

Related topics:

  • Integrations & Imports Area of Configuration: Integrations Tab
    To implement the features that integrate Deltek CRM with GovWin IQ or Kona Business, use the Integrations & Imports area in the Configuration workspace to enter your firm's GovWin IQ account information and Kona Business account information. To use any of the APIs to import data from other applications into the Resource Planning module, use the Integrations tab to generate the ID and secret that your applications will use to access Deltek CRM through the APIs.
  • Integrations & Imports Area of Configuration: Imports Tab
    Use the Imports tab in the Integrations & Imports area of Configuration to import contacts, employees, and opportunities into Deltek CRM from .CSV files.
  • Integrations & Import Area: Communications Tab
    If you installed Deltek CRM on your own server, use the Communications tab in the Integrations & Imports area of Configuration to set up email service so that Deltek CRM can generate and send email such as processing error alerts and log-in assistance messages.
  • Import Employees From CSV Dialog Box
    Use the Import Employees From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import employee information from the .CSV file.
  • Import Employee Skills from CSV Dialog Box
    Use the Import Employee Skills From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import employee skills information from the .CSV file.
  • Import Employee Education from CSV Dialog Box
    Use the Import Employee Education From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import employee education information from the .CSV file.
  • Import Employee Credentials from CSV Dialog Box
    Use the Import Employee Credentials From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import employee credentials from the .CSV file.
  • Import Employee Citizenship from CSV Dialog Box
    Use the Import Employee Citizenship From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import employee citizenship information from the .CSV file.
  • Import Generic Staff from CSV Dialog Box
    Use the Import Generic Staff From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import generic resource information from the .CSV file.
  • Import Project Information from CSV Dialog Box
    Use the Import Projects From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import project information from the .CSV file.
  • Import Project Assignments from CSV Dialog Box
    Use the Import Project Assignments From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import project assignments from the .CSV file.
  • Import Historical Hours from CSV Dialog Box
    Use the Import Historical Hours From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import historical (actual) hours from the .CSV file.
  • Import Lists from CSV Dialog Box
    Use the Import Lists From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import lists of valid values for fields such as employee attribute fields (a list of possible employee skills, for example) from the .CSV file.
  • Import Organizations from CSV Dialog Box
    Use the Import Organizations From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import organizations from the .CSV file.
  • Import Opportunities from CSV Dialog Box
    Use the Import Opportunities From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import opportunity information from the .CSV file.
  • Import Contacts From CSV Dialog Box
    Use the Import Contacts From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import contact information from the .CSV file.
Parent Topic: Configuration: Integrations and Imports