Costpoint Online Help

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Step-by-Step Procedures on Importing Files

Here are the steps on importing FAR, DFARS, and other supplemental regulation clauses from an input file into Costpoint.

To import regulation clauses/provisions into Costpoint using comma-separated values (CSV) files:

  1. Create the CSV files in the format defined by the input file layout. The file layout depends on the type of the regulation type you are importing and whether you are importing the file into the Manage FAR Library, Manage Supplemental Regulations Library, Manage Contracts, or Manage Subcontracts screen. See the following topics for more information:

    You can use any file name for the input files, but you must make sure that the order and column headers in the input file layout are followed. Otherwise, Costpoint displays the following error message when you import the file: "Invalid Import File Format."

  2. Go to the CRM & Contracts domain and upload the input files. You can upload the input files into the CRM & Contracts domain using the Import FAR/Supplemental Regulation Files subtask on the following screens:
    • Manage FAR Library: The subtask is available on the main screen. On this subtask, you can import only FAR clauses/provisions.
    • Manage Supplemental Regulations Library: The subtask is available on the main screen. On this subtask, you can import only supplemental regulation clauses.
    • Manage Contracts screen: The subtask is available on the Contract Info tab. On this subtask, you can import both FAR and supplemental regulation files.
    • Manage Subcontracts screen: The subtask is available on the Subcontract Info tab. On this subtask, you can import both FAR and supplemental regulation files.

    You can either use the File Location field on the subtask to specify the alternate file location where the input file is located, or leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

    When you try to select a file which is a non-CSV type, Costpoint displays the following error message: "The application was unable to read the input file. Please make sure the input file is a comma separated file type."

  3. Enter field information on the subtask.
  4. Click the Import File button on the subtask.
    Costpoint performs one the following:
    • If no errors are encountered, Costpoint imports the information from the input file and updates the screen where the input file was imported. The Date Imported field is also populated with the system date. You can proceed to step 7.
      Note: Once the input file has been imported successfully, you cannot re-import it. If you click the Import File button for the same file, Costpoint displays the following error message: "This file has already been imported."
    • If errors are encountered, Costpoint displays an error report. Review the error report and proceed to step 5.
  5. Make corrections to the CSV file(s) and upload again.
  6. Repeat steps 2-5 until the import process completes without errors.
  7. Save the record.
    After you save the record, Costpoint updates the database tables with information from the imported file(s).