CONFIGURE PROJECT OPTIONS

Use this screen to define export parameters for project information. The integration process uses these parameters to download this information from Costpoint into GovWin Capture Management or Deltek Resource Planning.

In order to run this application, you must be licensed for the Deltek Costpoint to GovWin Capture Management Integration or Deltek Costpoint - Resource Planning Integration.

Before you use this screen, you must establish general project information and assign an owning organization and project type on the Manage Project User Flow screen.

After defining export parameters on this screen, run the integration using either of the following methods:

This screen consists of the following tabs:

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Subtask

Subtask

Description

Project Non-Contiguous Ranges

Click this link to open the Project Non-Contiguous Ranges subtask and specify multiple project ID ranges you want to include in this process.

Project Type Non-Contiguous Ranges

Click this link to open the Project Type Non-Contiguous Ranges subtask and specify multiple project type ranges you want to include in this process.

Project Classifications Non-Contiguous Ranges

Click this link to open the Project Classifications Non-Contiguous Ranges subtask and specify multiple project classification ranges you want to include in this process.