Import Subcontractor Detail

Use this screen to import subcontractor detail records using a comma-separated values (CSV) file into Costpoint.

The subcontractor detail preprocessor enables you to insert timesheet and expense records directly into the Subcontractor Management detail tables. It supports integration with Replicon as well as systems without co-deployed T&E.

You may upload both timesheet and expense data in the same import or choose to import only one. For each type, both the header and line files must be included. Otherwise, you will encounter an error message. For example:

• Timesheets: SUBC_TS_HDR.CSV and SUBC_TS_LN.CSV
• Expenses: SUBC_EXP_HDR.CSV and SUBC_EXP_LN.CSV

There are two ways to work with input files in Costpoint:

• You can access the input file from the network by using Alternate File Locations.
• You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.

Note: If you decide to use the first option, click in the Alternate File Location field to select an alternate file location. If you choose the second option, leave the Alternate File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

This application consists of two processes: Validate and Import. The Validate process reads information from the input file(s) and the default project(s) and performs the necessary validations. The input file(s) must be named [TABLE_NAME].csv.

Note: If your import files were created as .csv files out of SQL and have an encode type of UTF-8-BOM, you must change the input file encode type to UTF-8 so that Costpoint will recognize the file contents and proceed with the validation and import processes.

The following is a list of the file names and their associated Costpoint menu screens that can be uploaded and imported into Costpoint.

File Name	Costpoint Screen Name
SUBC_EXP_HDR.CSV	Manage Subcontractor Detail - Expense Detail tab
SUBC_EXP_LN.CSV	Manage Subcontractor Detail - Expense Detail tab
SUBC_TS_HDR.CSV	Manage Subcontractor Detail - Timesheet Detail tab
SUBC_TS_LN.CSV	Manage Subcontractor Detail - Timesheet Detail tab

If errors are found, information is displayed on the screen and you can print an error report. Once you have uploaded the information without errors, the Import Subcontractor Detail Report is available for printing. The Import Subcontractor Detail Report contains all subcontractor charges to be imported. Review it extensively before proceeding with the Import process. Files are available for import after all validations have passed and the Import Subcontractor Detail Data Report has been printed. You can upload the same .csv file as many times as necessary. Run this application whenever you need to validate and import subcontractor detail into Costpoint.

Input File Excel Template

For Costpoint 2025.x, get the latest Excel template file specifically designed for this preprocessor from the Costpoint Preprocessor Guides page on the Deltek Learning Hub.

For Costpoint 8.1, you can download the input file from the Developer Resources page in the Costpoint Information Center.

Templates for the other Costpoint preprocessors are available at these same locations.