Costpoint Online Help

Import FAR/Supplemental Regulation Files Subtask

Use this subtask to import supplemental regulation clauses from comma-separated file(s) into the Manage Supplemental Regulations Library screen.

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 must first create a comma-separated value (CSV) file that contains the information you want to import into the Manage Supplemental Regulations Library screen before using this subtask. The file must have the correct input layout so you can successfully import it. For more information on creating CSV files, see Input File Information.

When you import files and errors are found, Costpoint automatically displays the Import Supplemental Regulations Library 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 Manage Supplemental Regulations Library screen with the information you imported. Only supplemental regulation clauses that do not previously exist will be imported upon successful import.

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

For more information on importing supplemental regulation clauses to Costpoint, see Step-by-Step Procedures on Importing Files.

Contents

Click New to add a new line.

Field Description
Regulation Type This field displays Supplemental Regulation and is not editable.
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:
    • SUPPLREG-0000001 (first file upload)
    • SUPPLREG-0000001Mod1 (first modification)
    • SUPPLREG-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.