Costpoint Online Help

Import Project Master Data

Use this screen to import project and billing information from comma-separated file(s) into Costpoint.

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.
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.

The following is a list of the file names and their associated Costpoint menu screens that can be uploaded and imported into Costpoint. They are listed in the order in which the processing is done.

File Name Costpoint Screen Name
PROJ.CSV Manage Project User Flow
PROJ_MOD.CSV Manage Modifications
PROJ_REV_SETUP.CSV Manage Revenue Information
PROJ_BILL_INFO.CSV Manage Project Billing Information
PROJ_CUST_SETUP.CSV Manage Project Billing Information - Customers subtask
PROJ_ORG_ACCT.CSV Link Projects/Accounts/Organizations
PROJ_GOVT_CONTR.CSV Manage Government Contract Information
PROJ_LAB_CAT.CSV Link Project Labor Categories to Projects
PROJ_EMPL.CSV Manage Employee Workforce
PROJ_VEND.CSV Manage Vendor Workforce
PROJ_VEND_EMPL.CSV Manage Vendor Employee Workforce
PROJ_EMPL_LAB_CAT.CSV Manage Employee Workforce - Assign PLC to Employee Workforce subtask
PROJ_VEND_LAB_CAT.CSV Manage Vendor Workforce - Assign PLC to Vendor Workforce subtask
PROJ_VEND_EMPL_PLC.CSV Manage Vendor Employee Workforce - Assign PLC to Vendor Employee Workforce subtask
BILL_LAB_CAT.CSV Manage Project Labor Categories (PLC)
PROJ_LAB_CAT_MAP.CSV Link Project Labor Categories to Projects - Link GLC to Project PLC subtask
PROJ_LAB_CAT_RT_SC.CSV Link Project Labor Category Rates to Projects
PROJ_EMPL_RT_SCH.CSV Link PLC Rates to Employee/Vendor
LAB_CAT_RT_SCH.CSV Manage Project Labor Categories (PLC)
TM_RT_ORDER.CSV Manage Rate Sequence Orders
CEIL_DIR_CST.CSV Manage Direct Cost Ceilings
CEIL_DIR_HRS.CSV Manage Hour Ceilings
CEIL_BURDEN_CST.CSV Manage Burden Cost Ceilings
EMPL_CEIL.CSV Manage Employee Hour Ceilings
VEND_CEIL.CSV Manage Vendor Hour Ceilings
PROJ_BILL_INFO_SCH.CSV Manage Project Billing Information - Detail Levels subtask
OVRIDE_MLT_ON_DIR.CSV Manage Multiplier Overrides
OVRIDE_FEE_ON_DIR.CSV Manage Cost Fee Overrides
OVRIDE_FEE_ON_BURD.CSV Manage Burden Fee Overrides
EMPL_PROJ_TS_DFLT.CSV Manage Employee Project Timesheet Defaults
LAB_ACCT_GRP_DFLT.CSV Manage Labor-Group Proj-Acct-Group Timesheet Defaults
EMPL_ACCT_GRP_DFLT.CSV Manage Employee Proj-Acct-Group Timesheet Defaults
PROJ_TS_DFLT.CSV Manage Project Timesheet Defaults
PROJ_WAWF_INFO.CSV Manage Project iRAPT Information
PROJ_RPT_ID.CSV Manage Alternate Projects
TOP_LVL_RPT.CSV Manage Alternate Projects
PROJ_RPT_PROJ.CSV Manage Alternate Projects - Selected Projects table window
PROJ_ROLE_USER.csv Manage Project Roles

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 Project Master Data Report is available for printing. The Import Project Master Data Report contains all project information 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 Project Master Data Report has been printed. You can upload the same .csv file as many times as necessary, but you can import it only once.

Run this application whenever you need to validate and import project information into Costpoint. You use this screen extensively when initializing Costpoint. 

See also the Step by Step Procedures and Input File Information.

Additional Tables Processed

Up to four new tables are now included in the upload process. These tables were added to the database to improve performance. No new .CSV files are required for them. The data inserted into the tables derives from existing .CSV files:

  • PROJ_HIERARCHY: This table stores all the projects and their parent project number. This table derives from the PROJ.CSV file.
  • PROJ_SRCE_PROJ: This table stores all projects and their source project number. The source project number is used for project labor category defaults and validations. This table derives from the PROJ.CSV file and/or the TM_RT_ORDER.CSV file.
  • PROJ_INVC_PROJ: This table stores the billing level invoice project number and all children of the invoice project. This table derives from the PROJ_BILL_INFO.CSV file, which determines the invoice project number, and the PROJ.CSV file, which determines the child project numbers.
  • PROJ_REV_PROJ: This table stores the revenue level project number and all children of the revenue project.  This table derives from the PROJ_REV_SETUP.CSV file, which determines the revenue project number, and the PROJ.CSV file, which determines the child project numbers.

    As of Version 6.1, you can include alternate project structures in your import. You can use alternate project structures to link multiple projects together or to create a view of one portion of a single project for reporting purposes only. Three tables are used: PROJ_RPT_ID, TOP_LVL_RPT, and PROJ_RPT_PROJ. If the alternate project structure already exists in the PROJ_RPT_ID and TOP_LVL_RPT tables, you can upload the PROJ_RPT_PROJ table alone.

Note: This application updates the period of performance (POP) dates in the PROJ table based on the options in the Period of Performance Start and End Dates group box on the Projects tab of the Configure Project Settings screen. Based on the selections in this group box, POP start/end dates can be updated based on the earliest/latest start/end date from all modifications (All Modifications) or from only those with the latest effective dates (Only mods with latest effective dates).

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.