to select, the top-level reorganization ID whose mapping definition is used during this download.Use this tab on the Configure Employee Options screen to specify the integration type and employee data that you want to include in the integration process.
From the drop-down list, select the integration type for this parameter record. Valid options are:
CRM/GovWin 4.1 (AI Engine) - This is a legacy option for CRM/GovWin integration using the AI Engine.
GovWin Capture Management (Deltek Connector) - This is a legacy option for GovWin Capture Management through the Deltek Connector.
GovWin Capture Management (Web Service) - Select this option if you are running GovWin Capture Management integration using Vision Web Services. If you are using this method, run the integration using the Transfer GovWin Capture Management Data screen.
Deltek Resource Planning - Select this option if you are integrating with Deltek Resource Planning. If you select this option, run the integration process using the Transfer Resource Planning Data screen.
Select this check box to download employee information that is new or has changed in Costpoint since the last time the interface process was run. Clear this check box to download all applicable employee information in Deltek Costpoint, in accordance with this screen's settings, regardless of when the interface process was last run.
Use the check boxes in this group box to include employee basic information, skill, degree/education, professional organization/credential, security clearance, and/or citizenship data in this process.
Select this check box to download basic employee information established using the Manage Employee Information screen.
Select this check box to download employee skills information from the Manage Education, Skills & Training Data screen. Selecting this check box enables the Skill fields on the Selection tab.
Select this check box to download employee degree/education information from the Manage Education, Skills & Training Data screen. Selecting this check box enables the Degree/Education fields on the Selection tab.
Select this check box to download professional organization/credentials information from the Manage Education, Skills & Training Data screen. Selecting this check box enables the Professional Org drop-down list. Selecting this check box enables the Professional Org fields on the Selection tab.
If you select Deltek Resource Planning from the Integration Type drop-down list, this check box allows you to download security clearance information from the Manage Employee Security Status screen. You can specify security clearance selection ranges in the Selection tab.
Use this group box to specify additional employee options you want to use for this process.
Select this check box to include active employees. You can set an employee record as active by selecting Active in the Status drop-down list in the Employee Info tab of the Manage Employee Information screen.
Select this check box to include inactive employees. You can set an employee record as inactive by selecting Family Medical Leave, Inactive, or Inactive Accruing Leave in the Status drop-down list in the Employee Info tab of the Manage Employee Information screen.
Select this check box to download labor cost information. This option is available only for resource planning, if you have rights to view labor cost information in Costpoint, and have selected the Basic Information check box in the Employee Information group box.
Use this group box to specify additional organization options you want to use for this process.
Use this field to enter a numeric value that determines the starting organization level at which employee records exist in GovWin Capture Management or Resource Planning. This value must be based on the employees' assigned home organization in the Salary Info tab of the Manage Employee Salary Information screen. The organization IDs in employee records are transferred to GovWin Capture Management or Resource Planning formatted at the level specified, or above.
For example, if you enter 2 in this field, all employee records that have a home organization at the top level (for example, 4) and at level 2 (for example, 4.1) are downloaded and exist in GovWin Capture Management or Resource Planning as they currently appear in Costpoint. For employee records that are assigned a home organization at the third and fourth level (for example, 4.1.2 and 4.1.2.01), the following applies:
GovWin Capture Management - Employees are truncated at the level selected (for example, 4.1).
Deltek Resource Planning - All selected employees will be transferred regardless of the value indicated in the Home Organization Level field. Organizations of employees will just be truncated to the value specified in this field.
The top level of an organization (and the lower-level segment lengths) is established on the Manage Organization Structures screen, and subsequent organization levels are assigned on the Manage Organization Elements screen.
Select this check box to include active organizations in the integration process.
Select this check box to include inactive organizations in the integration process.
Select this check box to use the reorganization structure to translate organization IDs between Costpoint and GovWin Capture Management or Resource Planning. This allows you to set up an organization structure exactly as you need it configured for GovWin Capture Management or Resource Planning regardless of your actual Costpoint organization structure. If you clear this check box, the integration process uses your existing Costpoint organization ID structure based on the number of levels you choose to include.
In the adjacent field, enter, or click to select, the top-level reorganization ID whose mapping definition is used during this download.
Select this check box to exclude the top level of the reorganization ID during this download. This may be necessary if you are already using reorganization in Costpoint and the length of the top-level reorganization element is not correct for GovWin Capture Management or Resource Planning.
Use this group box to specify the user-defined fields that you use for storing Hours Per Day and Target Utilization values. Create the employee user-defined fields on the Manage Employee User-Defined Labels screen. These fields are available only if you select Deltek Resource Planning in the Integration Type drop-down list.
Enter, or click the user-defined field for Hours Per Day values. The data type of this field should be Number (numeric) on the Manage Employee User-Defined Labels screen.
Enter, or click the user-defined field for Target Utilization values. The data type of this field should be Number (numeric) on the Manage Employee User-Defined Labels screen.