Technical Information

This section discusses processing details and the information derived when importing project data into Costpoint.

Processing Details

  1. Any pre-existing information in the worktables is deleted. (Normally there is not any data in these tables at the start of processing unless a previous attempt to use the Import Project Master Data screen terminated abnormally.)
  2. If a SCHEMA.INI file does not exist in the Import Directory, Costpoint creates one when you click the Upload button on the Import Project Master Data screen. This file must exist in the import directory for the Project Preprocessor to validate any information in the input files. 
  3. The preprocessor checks the length of each field as it is being read into the worktables. If a field is too long to fit into the worktable, it is truncated.
  4. Worktables are populated with the information from the .csv files. NULL columns are replaced with default project information, if appropriate, and then all records are validated.
  5. Error information is inserted into the Z_PJPPREP_ERR table. This information is displayed on the Import Project Information screen after the upload step is complete; you can sort the information by double-clicking the column heading. You can print the Project Preprocessor Error report for review.
  6. The Upload process must complete without errors before you can import into the database. When the Upload completes without errors, you can print the Project Preprocessor Report.
  7. Once you have printed the Project Preprocessor Report, the import process is enabled and you can import records into the database.

Derived Information

Table Name Costpoint Screen Name Column Name Costpoint Field Name Derivation Information
PROJ Basic Info tab of the Manage Project User Flow TXBL_PROJ_FL Insert an N.  This field is not used.
PROJ Basic Info tab of the Manage Project User Flow LVL_NO Level Derived from the PROJ_ID.
PROJ Basic Info tab of the Manage Project User Flow INVT_FL Insert an N.  This field is not used.
PROJ Basic Info tab of the Manage Project User Flow PROJ_END_DT The upload process populates the end date with a NULL value.  After importing the data, run the Update Project Period of Performance toolkit. This populates the correct values from the PROJ_MOD table.
PROJ Basic Info tab of the Manage Project User Flow PROJ_START_DT The upload process populates the start date with a NULL value.  After importing the data, run the Update Project Period of Performance toolkit. This populates the correct values from the PROJ_MOD table.
PROJ Basic Info tab of the Manage Project User Flow PROJ_ABBRV_CD Project Abbreviation If NULL in the input file, insert a ' ' (space) because NULLs are not allowed in the PROJ table.
PROJ Basic Info tab of the Manage Project User Flow MODIFIED_BY User ID that imports the data.
PROJ Basic Info tab of the Manage Project User Flow TIME_STAMP System date and time of import.
PROJ Basic Info tab of the Manage Project User Flow PROJ_V_TOT_AMT The upload process populates the total contract value with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table.
PROJ Basic Info tab of the Manage Project User Flow PROJ_F_TOT_AMT The upload process populates the total funded value with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table.
PROJ Basic Info tab of the Manage Project User Flow ROWVERSION Enter zero.
PROJ Basic Info tab of the Manage Project User Flow L1_PROJ_NAME PROJ_NAME.
PROJ Basic Info tab of the Manage Project User Flow L2_PROJ_NAME If LVL_NO > 1, PROJ_NAME of LVL_2 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L3_PROJ_NAME If LVL_NO > 2, PROJ_NAME of LVL_3 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L4_PROJ_NAME If LVL_NO > 3, PROJ_NAME of LVL_4 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L5_PROJ_NAME If LVL_NO > 4, PROJ_NAME of LVL_5 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L6_PROJ_NAME If LVL_NO > 5, PROJ_NAME of LVL_6 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L7_PROJ_NAME If LVL_NO > 6, PROJ_NAME of LVL_7 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L8_PROJ_NAME If LVL_NO > 7, PROJ_NAME of LVL_8 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L9_PROJ_NAME If LVL_NO > 8, PROJ_NAME of LVL_9 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L10_PROJ_NAME If LVL_NO > 9, PROJ_NAME of LVL_10 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L11_PROJ_NAME If LVL_NO > 10, PROJ_NAME of LVL_11 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L12_PROJ_NAME If LVL_NO > 11, PROJ_NAME of LVL_12 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L13_PROJ_NAME If LVL_NO > 12, PROJ_NAME of LVL_13 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L14_PROJ_NAME If LVL_NO > 13, PROJ_NAME of LVL_14 PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow GOVT_LAB_TYPE_FL N.
PROJ Basic Info tab of the Manage Project User Flow L1_PROJ_SEG_ID First segment of Proj ID.
PROJ Basic Info tab of the Manage Project User Flow L2_PROJ_SEG_ID If LVL_NO > 1, 2nd Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L3_PROJ_SEG_ID If LVL_NO > 2, 3rd Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L4_PROJ_SEG_ID If LVL_NO > 3, 4th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L5_PROJ_SEG_ID If LVL_NO > 4, 5th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L6_PROJ_SEG_ID If LVL_NO > 5, 6th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L7_PROJ_SEG_ID If LVL_NO > 6, 7th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L8_PROJ_SEG_ID If LVL_NO > 7, 8th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L9_PROJ_SEG_ID If LVL_NO > 8, 9th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L10_PROJ_SEG_ID If LVL_NO > 9, 10th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L11_PROJ_SEG_ID If LVL_NO > 10, 11th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L12_PROJ_SEG_ID If LVL_NO > 11, 12th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L13_PROJ_SEG_ID If LVL_NO > 12, 13th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L14_PROJ_SEG_ID If LVL_NO > 13, 14th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow L15_PROJ_SEG_ID If LVL_NO > 14, 15th Segment of PROJ_ID, else NULL.
PROJ Basic Info tab of the Manage Project User Flow LAST_RQ_ID NULL. This field is not used.
PROJ Basic Info tab of the Manage Project User Flow RQ_APPR_PROC_CD NULL.  This field is populated when a project is linked to a Requisition Approval Process Code on the Manage Purchase Requisition Approval Processes screen.
PROJ Basic Info tab of the Manage Project User Flow PROJ_MGR_NAME Project Manager (Name) If PROJ_MGR_NAME is NULL and EMPL_ID is populated in the input file, insert the PROJ_MGR_NAME value by selecting the LAST_FIRST_NAME from the EMPL table where the EMPL_ID in input file = EMPL_ID in EMPL table.  If both EMPL_ID and PROJ_MGR_NAME are NULL in the input file, make the PROJ_MGR_NAME = ' ' since PROJ_MGR_NAME does not allow NULLS in the table.
PROJ Basic Info tab of the Manage Project User Flow PROJ_V_FEE_AMT The upload process populates the contract fee amount with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table.
PROJ Basic Info tab of the Manage Project User Flow PROJ_V_CST_AMT The upload process populates the contract cost amount with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table.
PROJ Basic Info tab of the Manage Project User Flow PROJ_F_FEE_AMT The upload process populates the funded fee amount with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table.
PROJ Basic Info tab of the Manage Project User Flow PROJ_F_CST_AMT The upload process populates the funded cost amount with zero. After importing the data, run the Update Contract and Funded Values toolkit. This populates the correct values from the PROJ_MOD table.
PROJ Basic Info tab of the Manage Project User Flow PRIME_CONTR_ID Prime Contract No If the PRIME_CONTR_ID is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in this field.
PROJ Basic Info tab of the Manage Project User Flow SUBCTR_ID Subcontractor No If the SUBCTR_ID is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in this field.
PROJ Basic Info tab of the Manage Project User Flow CUST_PO_ID Purchase Order No If the CUST_PO_ID is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in this field.
PROJ_EDIT PROJ_ID PROJ_ID from PROJ.
PROJ_EDIT PROJ_NAME PROJ_NAME from PROJ.
PROJ_EDIT PROJ_ABBRV_CD PROJ_ABBRV_CD from PROJ.
PROJ_EDIT ACCT_GRP_CD ACCT_GRP_CD from PROJ.
PROJ_EDIT ORG_ID ORG_ID from PROJ.
PROJ_EDIT ALLOW_CHARGES_FL ALLOW_CHARGES_FL from PROJ.
PROJ_EDIT ACTIVE_FL ACTIVE_FL from PROJ.
PROJ_EDIT DFLT_ORG_ENTRY_FL DFLT_ORG_ENTRY_FL from PROJ.
PROJ_EDIT LIMIT_ACCTS_FL LIMIT_ACCTS_FL from PROJ.
PROJ_EDIT LIMIT_ORGS_FL LIMIT_ORGS_FL from PROJ.
PROJ_EDIT LIMIT_AO_FL LIMIT_AO_FL from PROJ.
PROJ_EDIT PROJ_START_DT PROJ_START_DT from PROJ (NULL).
PROJ_EDIT PROJ_END_DT PROJ_END_DT from PROJ (NULL).
PROJ_EDIT PROJ_WORK_FRC_FL PROJ_WORK_FRC_FL from PROJ.
PROJ_EDIT TOP_LVL_WRK_FRC_FL TOP_LVL_WRK_FRC_FL from PROJ.
PROJ_EDIT MODIFIED_BY USER ID that imports the data.
PROJ_EDIT TIME_STAMP System date and time of import.
PROJ_EDIT ROWVERSION ROWVERSION from PROJ.
PROJ_LVL PROJ_ID_TOP Project Structure defined in PROJ.
PROJ_LVL PROJ_LVL_KEY Project Structure defined in PROJ.
PROJ_LVL LVL_NO Project Structure defined in PROJ.
PROJ_LVL LVL_LEN_NO Project Structure defined in PROJ.
PROJ_LVL LVL_NAME If the Level Name of the derived level number for the project exists in the DEFAULT_PROJ_LEVELS table, insert the LVL_NAME from the DEFAULT_PROJ_LEVELS table. If the Level Name does not exist in the DEFAULT_PROJ_LEVELS table, insert "Level X" and substitute X for the appropriate level number. 
PROJ_LVL MODIFIED_BY USER ID that imports the data.
PROJ_LVL TIME_STAMP System date and time of import.
PROJ_LVL ROWVERSION ROWVERSION from PROJ.
PROJ_ERMS PROJ_ID If you are licensed for ERMS, insert PROJ_ID from PROJ. If you are not licensed for ERMS, this table is not created.
PROJ_ERMS EXPORT_FL If you are licensed for ERMS, insert N. If you are not licensed for ERMS, this table is not created.
PROJ_ERMS MODIFIED_BY If you are licensed for ERMS, insert USER ID that imports the data. If you are not licensed for ERMS, this table is not created.
PROJ_ERMS TIME_STAMP If you are licensed for ERMS, insert System Date and Time of import. If you are not licensed for ERMS, this table is not created.
PROJ_ERMS ROWVERSION If licensed for ERMS, insert ROWVERSION from PROJ. If not licensed for ERMS, this table is not created.
PROJ_MOD Manage Modifications PROJ_MOD_DESC If PROJ_MOD_DESC is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in the table.
PROJ_MOD Manage Modifications NOTES Notes If NOTES is NULL in the input file, enter a ' ' (space) since NULLs are not allowed in the table.
PROJ_MOD Manage Modifications MODIFIED_BY USER ID that imports the data.
PROJ_MOD Manage Modifications TIME_STAMP System date and time of import.
PROJ_MOD Manage Modifications PROJ_V_PROFT_RT Value Fee % If PROJ_V_CST_AMT is not NULL, PROJ_V_FEE_AMT / PROJ_V_CST_AMT; otherwise, use 0.
PROJ_MOD Manage Modifications PROJ_F_PROFT_RT Funding Fee % If PROJ_F_CST_AMT is not NULL, PROJ_F_FEE_AMT / PROJ_F_CST_AMT; otherwise, use 0.
PROJ_MOD Manage Modifications ROWVERSION
PROJ_MOD Manage Modifications PROJ_MOD_ID ID If the Modification ID is NULL in the input file, insert 0000. This field is required in the PROJ_MOD table.
PROJ_MOD Manage Modifications ITEM_KEY Synthetic key (system use).
PROJ_REV_SETUP Manage Revenue Information REV_ADJ_AMT Zero.
PROJ_REV_SETUP Manage Revenue Information CONTR_LOSS_VAL_AMT ITD Revenue Loss Amount Zero.
PROJ_REV_SETUP Manage Revenue Information MODIFIED_BY User ID that imports the data.
PROJ_REV_SETUP Manage Revenue Information TIME_STAMP System date and time of import.
PROJ_REV_SETUP Manage Revenue Information ROWVERSION Enter zero.
PROJ_REV_SETUP Manage Revenue Information REV_CALC1_AMT (The name changes based on the revenue formula.  See the "Revenue Formula Validation Detail" section.) If this field is NULL in the input file and S_Rev_Formula_CD = CIMR, RSMNLM, or CVPCVSE, insert 1. If this field is NULL in the input file and S_Rev_Formula_CD does not = CIMR, RSMNLM, or CVPCVSE, insert zero.
PROJ_REV_SETUP Manage Revenue Information REV_CALC2_AMT (The name changes based on the revenue formula.  See the "Revenue Formula Validation Detail" section.) If this field is NULL in the input file and S_Rev_Formula_CD = CVPCVSE, insert 1. If this field is NULL in the input file and S_Rev_Formula_CD does not = CVPCVSE, insert zero.
PROJ_REV_SETUP Manage Revenue Information LBR_MULT_RT Goal Multiplier - Labor If this field is NULL in the input file, insert a 1.
PROJ_REV_SETUP Manage Revenue Information NLBR_MULT_RT Goal Multiplier - Non Labor If this field is NULL in the input file, insert a 1.
PROJ_BILL_INFO Manage Project Billing Information LAST_BILL_NO_ID Last Bill Number If the Last Bill Number is NULL in the input file, insert a ' ' (space) since NULLs are not allowed in the PROJ_BILL_INFO table.
PROJ_BILL_INFO Manage Project Billing Information S_WHEN_RETAIN_CD Retainage - Withhold On If the Retainage Withhold On field is NULL in the input file, insert a ' ' (space) since NULLs are not allowed in the PROJ_BILL_INFO table.
PROJ_BILL_INFO Manage Project Billing Information S_1035_TYPE Government 1035 Format Information - Print Cost Plus/Fixed Price Format or Print Using T&M Format If the 1035 Format is NULL in the input file, insert CP since NULLs are not allowed in the PROJ_BILL_INFO table.
PROJ_BILL_INFO Manage Project Billing Information ACCT_LVL_1035_NO Roll up accounts to level If the ACCT_LVL_1035_NO is NULL in the input file, insert 1 since NULLs are not allowed in the PROJ_BILL_INFO table.
PROJ_BILL_INFO Manage Project Billing Information MODIFIED_BY USER ID that imports the data.
PROJ_BILL_INFO Manage Project Billing Information TIME_STAMP System date and time of import.
PROJ_BILL_INFO Manage Project Billing Information ROWVERSION
PROJ_BILL_INFO Manage Project Billing Information LAST_BILL_NO Last Bill Number — Numeric Suffix.
PROJ_BILL_INFO Manage Project Billing Information BILL_NUM_LEN_NO Length of Last Bill Number — Numeric Suffix.
PROJ_BILL_INFO Manage Project Billing Information LAST_BILL_ID Last Bill Number — Character Prefix.
PROJ_BILL_INFO Manage Project Billing Information BILL_DESC Bill Heading If the Bill Heading is NULL in the input file, insert a ' ' (space) since NULLs are not allowed for this field in the PROJ_BILL_INFO table.
PROJ_BILL_INFO Manage Project Billing Information S_INVT_BILL_CD Bill Inventory Issues As (Cost, Units, Accounts) If S_INVT_BILL_CD is NULL, insert C.
PROJ_BILL_INFO Manage Project Billing Information PRICE_CATLG_CD Catalog If PRICE_CATLG_CD is NULL in the input file, insert a ' ' (space).
PROJ_BILL_INFO Manage Project Billing Information S_PRICE_SRCE_CD If S_INVT_BILL_CD = C, insert a " " (space). If S_INVT_BILL_CD = U or A, insert C if PRICE_CATLG_CD is not NULL, and P if PRICE_CATLG_CD is NULL and CLIN_ID is not NULL.
PROJ_BILL_INFO Manage Project Billing Information CLIN_ID CLIN If CLIN_ID is NULL in the input file, insert a " " (space).
PROJ_BILL_INFO Manage Project Billing Information SRCE_PROJ_ID Source Project If CLIN_ID is not NULL, insert PROJ_ID from PROJ_CLIN where CLIN_ID equals CLIN_ID in PROJ_CLIN.  If CLIN_ID is NULL or if it is equal to a " " (space), insert a " " (space) for the SRCE_PROJ_ID.
PROJ_BILL_INFO Manage Project Billing Information PROGRESS_PMT_RT Rates — Progress Payment If this field is NULL, enter 1.
PROJ_BILL_INFO Manage Project Billing Information EST_CST_AMT Estimate to Complete If this field is NULL, enter zero.
PROJ_BILL_INFO Manage Project Billing Information LAST_1443_NO Enter a zero.
PROJ_BILL_INFO Manage Project Billing Information LAST_1443_ID Enter a " " (space).
PROJ_BILL_INFO Manage Project Billing Information LAST_1443_NO_ID Enter a " " (space).
PROJ_BILL_INFO Manage Project Billing Information LEN_1443_NO Enter zero.
PROJ_BILL_INFO Manage Project Billing Information S_CONTR_PRICE_CD Contract Info — Price Basis If Price Basis is NULL, insert a " "  (space) since NULLs are not allowed in the table.
PROJ_BILL_INFO Manage Project Billing Information CONTR_OVRIDE_AMT Other Amount If this field is NULL, enter zero.
PROJ_BILL_INFO Manage Project Billing Information CONTR_REP_NAME Contract Info — Rep Name If this field is NULL, enter a " " (space) since NULLs are not allowed in the table.
PROJ_BILL_INFO Manage Project Billing Information CONTR_REP_TITLE Contract Info — Rep Title If this field is NULL, enter a " " (space) since NULLs are not allowed in the table.
PROJ_BILL_INFO Manage Project Billing Information CONTR_OFFCR_  TITLE Input a " "  (space).
PROJ_BILL_INFO Manage Project Billing Information RSN_CD Reason Code Insert a " " (space). This field is not used.
PROJ_CUST_SETUP Manage Project Billing Information — Customers subtask MODIFIED_BY User ID that imports the data.
PROJ_CUST_SETUP Manage Project Billing Information — Customers subtask TIME_STAMP System date and time of import.
PROJ_CUST_SETUP Manage Project Billing Information — Customers subtask ROWVERSION Enter zero.
PROJ_ORG_ACCT Link Projects/Accounts/ Organizations MODIFIED_BY User ID that imports the data.
PROJ_ORG_ACCT Link Projects/Accounts/ Organizations TIME_STAMP System date and time of import.
PROJ_ORG_ACCT Link Projects/Accounts/ Organizations ROWVERSION Enter zero.
PROJ_GOVT_CONTR Manage Government Contract Information DMS_DPS_CD DPAS Purchasing Rating If this field is NULL, enter a " " (space) since NULLs are not allowed in the table.
PROJ_GOVT_CONTR Manage Government Contract Information COM_APPLIC_FL Insert a NULL.  This field is not in use. It exists in the PROJ table.
PROJ_GOVT_CONTR Manage Government Contract Information FUND_SRCE_DESC Funding Source If this field is NULL in the input file, insert a " " (space) since NULLs are not allowed in the input file.
PROJ_GOVT_CONTR Manage Government Contract Information PRIME_CONTR_ID Insert a NULL.  This field is not in use. It exists in the PROJ table.
PROJ_GOVT_CONTR Manage Government Contract Information SUBCTR_ID Insert a NULL. This field is not in use. It exists in the PROJ table.
PROJ_GOVT_CONTR Manage Government Contract Information MODIFIED_BY User ID that imports the data.
PROJ_GOVT_CONTR Manage Government Contract Information TIME_STAMP System date and time of import.
PROJ_GOVT_CONTR Manage Government Contract Information ROWVERSION Enter zero.
PROJ_GOVT_CONTR Manage Government Contract Information CUST_PO_ID Insert a NULL. This field is not in use. It exists in the PROJ table.
PROJ_LAB_CAT Link Project Labor Categories to Projects BILL_LAB_CAT_DESC Description If NULL in the input file, insert the BILL_LAB_CAT_DESC from the BILL_LAB_CAT table where BILL_LAB_CAT_CD in the input file equals the BILL_LAB_CAT_CD in the BILL_LAB_CAT table.
PROJ_LAB_CAT Link Project Labor Categories to Projects MODIFIED_BY User ID that imports the data.
PROJ_LAB_CAT Link Project Labor Categories to Projects TIME_STAMP System date and time of import.
PROJ_LAB_CAT Link Project Labor Categories to Projects ROWVERSION
PROJ_EMPL Manage Employee Workforce MODIFIED_BY User ID that imports the data.
PROJ_EMPL Manage Employee Workforce TIME_STAMP System date and time of import.
PROJ_EMPL Manage Employee Workforce ROWVERSION Enter zero.
PROJ_VEND Manage Vendor Workforce MODIFIED_BY User ID that imports the data.
PROJ_VEND Manage Vendor Workforce TIME_STAMP System date and time of import.
PROJ_VEND Manage Vendor Workforce ROWVERSION Enter zero.
PROJ_VEND_EMPL Manage Vendor Employee Workforce MODIFIED_BY User ID that imports the data.
PROJ_VEND_EMPL Manage Vendor Employee Workforce TIME_STAMP System date and time of import.
PROJ_VEND_EMPL Manage Vendor Employee Workforce ROWVERSION Enter zero.
PROJ_EMPL_LAB_CAT Assign PLC to Employee Workforce subtask of the Manage Employee Workforce screen MODIFIED_BY User ID that imports the data.
PROJ_EMPL_LAB_CAT Assign PLC to Employee Workforce subtask of the Manage Employee Workforce screen TIME_STAMP System date and time of import.
PROJ_EMPL_LAB_CAT Assign PLC to Employee Workforce subtask of the Manage Employee Workforce screen ROWVERSION Enter zero.
PROJ_VEND_LAB_CAT Assign PLC to Vendor Workforce subtask of the Manage Vendor Workforce screen MODIFIED_BY User ID that imports the data.
PROJ_VEND_LAB_CAT Assign PLC to Vendor Workforce subtask of the Manage Vendor Workforce screen TIME_STAMP System date and time of import.
PROJ_VEND_LAB_CAT Assign PLC to Vendor Workforce subtask of the Manage Vendor Workforce screen ROWVERSION Enter zero.
PROJ_VEND_EMPL_PLC Assign PLC to Vendor Employee Workforce subtask of the Manage Vendor Employee Workforce screen MODIFIED_BY User ID that imports the data.
PROJ_VEND_EMPL_PLC Assign PLC to Vendor Employee Workforce subtask of the Manage Vendor Employee Workforce screen TIME_STAMP System date and time of import.
PROJ_VEND_EMPL_PLC Assign PLC to Vendor Employee Workforce subtask of the Manage Vendor Employee Workforce screen ROWVERSION Enter zero.
BILL_LAB_CAT Manage Project Labor Categories (PLC) MODIFIED_BY User ID that imports the data.
BILL_LAB_CAT Manage Project Labor Categories (PLC) TIME_STAMP System date and time of import.
BILL_LAB_CAT Manage Project Labor Categories (PLC) ROWVERSION Enter zero.
BILL_LAB_CAT Manage Project Labor Categories (PLC) BILL_AVG_RT_AMT Enter zero.
PROJ_LAB_CAT_MAP Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen MODIFIED_BY User ID that imports the data.
PROJ_LAB_CAT_MAP Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen TIME_STAMP System date and time of import.
PROJ_LAB_CAT_MAP Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen ROWVERSION Enter zero.
PROJ_LAB_CAT_RT_SC Link Project Labor Categories to Projects PROJ_LC_RT_KEY Insert Max (LAST_KEY) + 1 from the SEQ_GENERATOR table where S_TABLE_ID = DELTEK.PROJ_LAB_CAT_RT_SC.
PROJ_LAB_CAT_RT_SC Link Project Labor Categories to Projects START_DT If this field is NULL in the input file, insert "01/01/1900."
PROJ_LAB_CAT_RT_SC Link Project Labor Categories to Projects END_DT Ending Date If this field is NULL in the input file, insert 12/31/3000.
PROJ_LAB_CAT_RT_SC Link Project Labor Categories to Projects MODIFIED_BY User ID that imports the data.
PROJ_LAB_CAT_RT_SC Link Project Labor Categories to Projects TIME_STAMP System date and time of import.
PROJ_LAB_CAT_RT_SC Link Project Labor Categories to Projects ROWVERSION Enter zero.
PROJ_EMPL_RT_SCH Link PLC Rates to Employee/Vendor screen PROJ_EMPL_RT_KEY Synthetic Key (System Use).
PROJ_EMPL_RT_SCH Link PLC Rates to Employee/Vendor screen START_DT Starting Date If this field is NULL in the input file, insert 01/01/1900.  
PROJ_EMPL_RT_SCH Link PLC Rates to Employee/Vendor screen END_DT Ending Date If this field is NULL in the input file, insert 12/31/3000.
PROJ_EMPL_RT_SCH Link PLC Rates to Employee/Vendor screen MODIFIED_BY User ID that imports the data.
PROJ_EMPL_RT_SCH Link PLC Rates to Employee/Vendor screen TIME_STAMP System date and time of import.
PROJ_EMPL_RT_SCH Link PLC Rates to Employee/Vendor screen ROWVERSION Enter zero.
LAB_CAT_RT_SCH Manage Project Labor Categories (PLC) — Billing Rates subtask LAB_CAT_RT_KEY Synthetic Key (System Use).
LAB_CAT_RT_SCH Manage Project Labor Categories (PLC) — Billing Rates subtask START_DT Starting Date If this field is NULL in the input file, insert 01/01/1900.
LAB_CAT_RT_SCH Manage Project Labor Categories (PLC) — Billing Rates subtask END_DT Ending Date If this field is NULL in the input file, insert 01/01/3000.
LAB_CAT_RT_SCH Manage Project Labor Categories (PLC) — Billing Rates subtask MODIFIED_BY User ID that imports the data.
LAB_CAT_RT_SCH Manage Project Labor Categories (PLC) — Billing Rates subtask TIME_STAMP System date and time of import.
LAB_CAT_RT_SCH Manage Project Labor Categories (PLC) — Billing Rates subtask ROWVERSION Enter zero.
TM_RT_ORDER Manage Rate Sequence Orders MODIFIED_BY User ID that imports the data.
TM_RT_ORDER Manage Rate Sequence Orders TIME_STAMP System date and time of import.
TM_RT_ORDER Manage Rate Sequence Orders ROWVERSION Enter zero.
TM_RT_ORDER Manage Rate Sequence Orders TM_RT_ORDER_KEY Synthetic Key (System Use).
CEIL_DIR_CST Manage Direct Cost Ceilings MODIFIED_BY User ID that imports the data.
CEIL_DIR_CST Manage Direct Cost Ceilings TIME_STAMP System date and time of import.
CEIL_DIR_CST Manage Direct Cost Ceilings ROWVERSION
CEIL_DIR_HRS Manage Direct Cost Ceilings MODIFIED_BY User ID that imports the data.
CEIL_DIR_HRS Manage Direct Cost Ceilings TIME_STAMP System date and time of import.
CEIL_DIR_HRS Manage Direct Cost Ceilings ROWVERSION Enter zero.
CEIL_BURDEN_CST Manage Burden Cost Ceilings ALLOC_GRP_NO Insert 1.
CEIL_BURDEN_CST Manage Burden Cost Ceilings MODIFIED_BY User ID that imports the data.
CEIL_BURDEN_CST Manage Burden Cost Ceilings TIME_STAMP System date and time of import.
CEIL_BURDEN_CST Manage Burden Cost Ceilings ROWVERSION Enter zero.
EMPL_CEIL Manage Employee Hour Ceilings MODIFIED_BY User ID that imports the data.
EMPL_CEIL Manage Employee Hour Ceilings TIME_STAMP System date and time of import.
EMPL_CEIL Manage Employee Hour Ceilings ROWVERSION Enter zero.
VEND_CEIL Manage Vendor Hour Ceilings MODIFIED_BY User ID that imports the data.
VEND_CEIL Manage Vendor Hour Ceilings TIME_STAMP System date and time of import.
VEND_CEIL Manage Vendor Hour Ceilings ROWVERSION Enter zero.
PROJ_BILL_INFO_SCH Manage Project Billing Information — Detail Levels subtask MODIFIED_BY User ID that imports the data.
PROJ_BILL_INFO_SCH Manage Project Billing Information Detail Levels subtask TIME_STAMP System date and time of import.
PROJ_BILL_INFO_SCH Manage Project Billing Information Detail Levels subtask ROWVERSION Enter zero.
OVRIDE_MLT_ON_DIR Manage Multiplier Overrides MODIFIED_BY User ID that imports the data.
OVRIDE_MLT_ON_DIR Manage Multiplier Overrides TIME_STAMP System date and time of import.
OVRIDE_MLT_ON_DIR Manage Multiplier Overrides ROWVERSION Enter zero.
OVRIDE_FEE_ON_DIR Manage Cost Fee Overrides MODIFIED_BY User ID that imports the data.
OVRIDE_FEE_ON_DIR Manage Cost Fee Overrides TIME_STAMP System date and time of import.
OVRIDE_FEE_ON_DIR Manage Cost Fee Overrides ROWVERSION Enter zero.
OVRIDE_FEE_ON_BURD Manage Burden Fee Overrides ALLOC_GRP_NO Insert 1.
OVRIDE_FEE_ON_BURD Manage Burden Fee Overrides MODIFIED_BY User ID that imports the data.
OVRIDE_FEE_ON_BURD Manage Burden Fee Overrides TIME_STAMP System date and time of import.
OVRIDE_FEE_ON_BURD Manage Burden Fee Overrides ROWVERSION Enter zero.
EMPL_PROJ_TS_DFLT Manage Employee Project Timesheet Defaults TIME_STAMP System date and time of import.
EMPL_PROJ_TS_DFLT Manage Employee Project Timesheet Defaults ROWVERSION Enter zero.
EMPL_PROJ_TS_DFLT Manage Employee Project Timesheet Defaults OT_PAY_TYPE Insert a NULL. This field is not used.
EMPL_PROJ_TS_DFLT Manage Employee Project Timesheet Defaults MODIFIED_BY User ID that imports the data.
LAB_ACCT_GRP_DFLT Manage Labor-Group Proj-Acct-Group Timesheet Defaults OT_PAY_TYPE Insert a NULL. This field is not used.
LAB_ACCT_GRP_DFLT Manage Labor-Group Proj-Acct-Group Timesheet Defaults MODIFIED_BY User ID that imports the data.
LAB_ACCT_GRP_DFLT Manage Labor-Group Proj-Acct-Group Timesheet Defaults TIME_STAMP System date and time of import.
LAB_ACCT_GRP_DFLT Manage Labor-Group Proj-Acct-Group Timesheet Defaults ROWVERSION Enter zero.
EMPL_ACCT_GRP_DFLT Manage Employee Proj-Acct-Group Timesheet Defaults MODIFIED_BY User ID that imports the data.
EMPL_ACCT_GRP_DFLT Manage Employee Proj-Acct-Group Timesheet Defaults TIME_STAMP System date and time of import.
EMPL_ACCT_GRP_DFLT Manage Employee Proj-Acct-Group Timesheet Defaults ROWVERSION Enter zero.
EMPL_ACCT_GRP_DFLT Manage Employee Proj-Acct-Group Timesheet Defaults OT_PAY_TYPE Insert a NULL. This field is not used.
PROJ_TS_DFLT Manage Project Timesheet Defaults OT_PAY_TYPE Insert a NULL. This field is not used.
PROJ_TS_DFLT Manage Project Timesheet Defaults MODIFIED_BY User ID that imports the data.
PROJ_TS_DFLT Manage Project Timesheet Defaults TIME_STAMP System date and time of import.
PROJ_TS_DFLT Manage Project Timesheet Defaults ROWVERSION Enter zero.

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

  • PROJ_HIERARCHY: This table stores the ALL 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 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.

The tables derive as follows:

Table Name Column Name Data Type Data Length "R" (Required) / "O" (Optional) / "D" (Derived) Required in the Input File (I) or Default Project (D) Derivation Information
PROJ_HIERARCHY PROJ_ID VARCHAR 30 D PROJ_ID from PROJ
PROJ_HIERARCHY LVL_NO SMALL INT 22 D LVL_NO from PROJ
PROJ_HIERARCHY PARENT_PROJ_ID VARCHAR 30 D Derived from PROJ project structure. When LVL_NO = 1, the PARENT_PROJ_ID is always NULL. When LVL_NO = 2, the PARENT_PROJ_ID is equal to the L1_PROJ_SEG_ID. When LVL_NO =3, the PARENT_PROJ_ID value is equal to the L2_PROJ_SEG_ID, and so on.
PROJ_HIERARCHY HAVE_CHILDREN_FL VARCHAR 1 D Derived from PROJ_HIERARCHY. If the PROJ_HIERARCHY.PROJ_ID is found in the PARENT_PROJ_ID field for the project structure, update the HAVE_CHILDREN_FL to Y; otherwise, update to N.
PROJ_HIERARCHY L1_PROJ_SEG_ID VARCHAR 30 D L1_PROJ_SEG_ID from PROJ
PROJ_HIERARCHY COMPANY_ID VARCHAR 10 D The company the user is logged into.
PROJ_HIERARCHY MODIFIED_BY VARCHAR 20 D ID of the user who imports the data.
PROJ_HIERARCHY TIME_STAMP DATE 7 D System date and time of import.
PROJ_HIERARCHY ROWVERSION INTEGER 22 D Input 0.
PROJ_SRCE_PROJ PROJ_ID VARCHAR 30 D PROJ_ID from PROJ
PROJ_SRCE_PROJ SRCE_PROJ_ID VARCHAR 30 D Derived from PROJ or TM_RT_ORDER
PROJ_SRCE_PROJ L1_PROJ_SEG_ID VARCHAR 30 D L1_PROJ_SEG_ID from PROJ
PROJ_SRCE_PROJ PROJ_NAME VARCHAR 25 D PROJ_NAME from PROJ. The PROJ_NAME comes from the top level project number when TOP_LVL_WRK_FRC_FL = Y.
PROJ_SRCE_PROJ COMPANY_ID VARCHAR 10 D The company the user is logged into.
PROJ_SRCE_PROJ DUMMY_STR_1 VARCHAR 30 D NULL; reserved for future use.
PROJ_SRCE_PROJ DUMMY_STR_2 VARCHAR 30 D NULL; reserved for future use.
PROJ_SRCE_PROJ DUMMY_DATE_1 DATE 7 D NULL; reserved for future use.
PROJ_SRCE_PROJ MODIFIED_BY VARCHAR 20 D User who imports the data.
PROJ_SRCE_PROJ TIME_STAMP DATE 7 D System date and time of import.
PROJ_SRCE_PROJ ROWVERSION INTEGER 22 D Imput 0.
ROJ_INVC_PROJ PROJ_ID VARCHAR 30 D PROJ_ID from PROJ where the LVL_NO for the project structure is greater than or equal to the LVL_NO of the billing level project number from PROJ_BILL_INFO.
PROJ_INVC_PROJ INVC_PROJ_ID VARCHAR 30 D INVC_PROJ_ID from PROJ_BILL_INFO
PROJ_INVC_PROJ COMPANY_ID VARCHAR 10 D The company the user is logged into.
PROJ_INVC_PROJ MODIFIED_BY VARCHAR 20 D ID of the user who imports the data.
PROJ_INVC_PROJ TIME_STAMP DATE 7 D System date and time of import.
PROJ_INVC_PROJ ROWVERSION INTEGER 22 D Import 0.
PROJ_REV_PROJ PROJ_ID VARCHAR 30 D PROJ_ID from PROJ where the LVL_NO for the project structure is greater than or equal to the LVL_NO of the revenue level project number from PROJ_REV_SETUP.
PROJ_REV_PROJ REV_PROJ_ID VARCHAR 30 D PROJ_ID from PROJ_REV_SETUP
PROJ_REV_PROJ COMPANY_ID VARCHAR 10 D The company the user is logged into.
PROJ_REV_PROJ MODIFIED_BY VARCHAR 20 D The ID of the user who imports the data.
PROJ_REV_PROJ TIME_STAMP DATE 7 D System date and time of import.
PROJ_REV_PROJ ROWVERSION INTEGER 20 D Import 0.

Report File Information

Report Source Table File
PROJ PJPPREP1.QRP
PROJ_EDIT PJPPREP2.QRP
PROJ_LVL PJPPREP3.QRP
PROJ_MOD PJPPREP4.QRP
PROJ_REV_SETUP PJPPREP5.QRP
PROJ_BILL_INFO PJPPREP6.QRP
PROJ_CUST_SETUP PJPPREP25.QRP
PROJ_GOVT_CONTR PJPPREP7.QRP
PROJ_ORG_ACCT PJPPREP9.QRP
BILL_LAB_CAT PJPPREP25.QRP
PROJ_LAB_CAT PJPPREP9.QRP
PROJ_EMPL PJPPREP9.QRP
PROJ_VEND PJPPREP9.QRP
PROJ_VEND_EMPL PJPPREP9.QRP
PROJ_EMPL_LAB_CAT PJPPREP9.QRP
PROJ_VEND_LAB_CAT PJPPREP9.QRP
PROJ_VEND_EMPL_PLC PJPPREP9.QRP
PROJ_LAB_CAT_MAP PJPPREP9.QRP
PROJ_BILL_INFO_SCH PJPPREP9.QRP
PROJ_RPT_ID PJPPREP10.QRP
TOP_LVL_RPT PJPPREP10.QRP
PROJ_RPT_PROJ PJPPREP10.QRP
PROJ_LAB_CAT_RT_SC PJPPREP15.QRP
PROJ_EMPL_RT_SCH PJPPREP15.QRP
LAB_CAT_RT_SCH PJPPREP15.QRP
CEIL_BURDEN_CST PJPPREP21.QRP
TM_RT_ORDER PJPPREP25.QRP
CEIL_DIR_CST PJPPREP25.QRP
CEIL_DIR_HRS PJPPREP25.QRP
OVRIDE_FEE_ON_BURD PJPPREP21.QRP
EMPL_CEIL PJPPREP25.QRP
VEND_CEIL PJPPREP25.QRP
OVRIDE_MLT_ON_DIR PJPPREP25.QRP
OVRIDE_FEE_ON_DIR PJPPREP25.QRP
EMPL_PROJ_TS_DFLT PJPPREP28.QRP
LAB_ACCT_GRP_DFLT PJPPREP28.QRP
EMPL_ACT_GRP_DFLT PJPPREP28.QRP
PROJ_TS_DFLT PJPPREP28.QRP
PROJ_WAWF_INFO PJPPREP33.QRP