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Import FAR/Supplemental Regulation Files Subtask

Use this subtask to import FAR, DFARS, and other supplemental regulation clauses from comma-separated file(s) into the subcontract record.

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 the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

You can import two types of regulation clauses using this subtask: FAR Clause/Provision and Supplemental Regulation, the latter including Defense Federal Acquisition Regulation Supplement (DFARS) clauses. You should create separate input files for the two types as they have different file layouts and update two different subtasks upon successful import:

  • FAR Clause/Provision updates the FAR Clauses/Provisions subtask.
  • Supplemental Regulation updates the Supplemental Regulations subtask.

For more information on creating comma-separated value (CSV) files, see Input File Information.

When you import files and errors are found, Costpoint automatically displays the Import FAR/Supplemental Regulation Files Error Report, and you can review the errors. See Error Messages for possible errors that you can encounter. Once you have imported the files without errors, Costpoint updates the FAR Clauses/Provisions and/or Supplemental Regulations subtasks of Manage Subcontracts with the information you imported. Only FAR clauses/provisions and supplemental regulations that do not previously exist will be imported upon successful import.

You have to save the subcontract record before the updates can be reflected in the respective Costpoint database tables.

Note: If the input file contains an invalid subcontract ID (that is, it does not match the subcontract ID on the screen), the import process will be completed without any error, but the row or record with the invalid subcontract ID will not be imported and inserted into the FAR Clauses/Provisions and/or Supplemental Regulations subtasks.

For more information on importing FAR and supplemental regulations to Costpoint, see Step-by-Step Procedures on Importing Files.

Contents

Click New to add a new line.

Field Description
Regulation Type Select the regulation type for the file record you want to upload. Valid options are FAR Clause/Provision and Supplemental Regulation.
Note: Make sure that the type you select matches the corresponding type of the CSV file you are importing to avoid errors. For example, if you select FAR Clause/Provision, ensure that the input file follows the input file layout for FAR clauses/provisions as indicated in Input File Information.
File ID Enter a unique file ID to identify the import file record.
Date Imported This field displays the system date when the file was successfully imported. This is not editable. Once this field is populated, you cannot re-import the same file.
Document Type This field displays CSV when you save the record and is not editable.
File Location

Enter the location of the input file you are importing. There are two ways to do this:

  • In the File Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up on the Manage Alternate File Locations screen.
  • From the Global Menu, click Process > File Upload. On the File Upload Manager dialog box, click Browse and use the dialog box to select the file you want to upload. If you select the Overwrite? check box, Costpoint will overwrite any file of the same name that already exists in the Costpoint database. Click Upload when you are finished. If you use this method, leave the File Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
    Note: If you select the Overwrite? check box, you will not be able to view the original file. It is recommended to upload files with a new file ID and name that is not in use to preserve files. See the following examples of file naming conventions that you can use:
    • CNTR-0000001Award (first file upload)
    • CNTR-0000001Mod1 (first modification)
    • CNTR-0000001Mod2 (second modification)
File Name

If you entered or selected a value in File Location, enter, or click to select, the file name of the input file saved in the network folder.

If you used the File Upload Manager, enter, or click to select, the file name of the input file uploaded to the Costpoint database.

Comments Enter comments about the import file.
View File

Click this button to view the import file.

When you click this button, a prompt that asks if you want to open or save the import file displays.

Import File

Click this button to import the file.

Input File Excel Template

Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.