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 SilkRoad Data to Costpoint

After SilkRoad creates the CSV file that contains new employee information, you can import the information using the Transfer Silk Road Data screen.

To import the SilkRoad information to Costpoint, complete the following steps.

  1. Go to the Transfer Silk Road Data screen in Costpoint.
  2. Enter a Parameter ID and Description in the Identification group box.
  3. Select the New Employees check box in the Import group box and Employees check box in the Export group box.
  4. The Employees check box must be selected when you import new employees because the new hires will not be considered as employees until they are exported back to SilkRoad.
  5. Click  to run the export process immediately. If you want to schedule the export process at a later time, click Save, and schedule a job on the Manage Jobs screen.
  6. Go to the Manage Employee Information screen, and run a query for the new employee records to verify if the import was successful.
    Note:

    The Manage Employee Information screen will use the requisition ID to load the employee default values.