Costpoint Online Help

Import Multi-Job Allocation Percentage Basis

Use this screen to upload base information when the multi-job Allocation Method is Percentage, as selected on the Manage Multi-Job Allocation Information screen.

Alternatively, you can manually enter this information on the Percentage Base subtask of the Manage Multi-Job Allocation Information screen. The base information details the allocation percentage and the charge point that receive the allocation.

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 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.

Use this screen before creating a multi-job allocation journal entry.

The fields in your input file must be set up in the following order:

  1. ALLOC_CD
  2. PROJ_ID
  3. ACCT_ID
  4. ORG_ID
  5. APPLY_RES_FL
  6. UNITS_AMT
  7. DOL_LIMIT_AMT
Note: The input file layout may contain fields that are available only in Costpoint Advanced. If you are using Costpoint Essentials, these fields are excluded from the import process and may be left blank or null when you create the input 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.