Use this screen to create project level mapping information. This application builds records that are used by the integration process to assign Costpoint project ID segments to GovWin CRM WBS levels for any table where a project ID is used.
The mapping is defined by top-level project ID and is based on the Costpoint project structure. You can define a default mapping project or projects if you use standard project structures in Costpoint.
Use this screen to create project-mapping definitions before you:
Run the Configure Project Options application.
Define interface instances using the Manage Interface Configuration and Scheduler screen.
Enter, or click to select, a top-level Costpoint project ID you want to map.
This field displays the descriptive name of this project ID. You can click in this field to select the project you want to map, instead of using the Project field.
This field displays the total number of project levels defined for this project ID.
Click this button to load the levels of the selected project in the Project Levels table.
Use this table to define the number of levels of the Costpoint project you want transfer to GovWin CRM and how those levels are mapped to the WBS1, WBS2, and WBS3 structures.
This field displays the Costpoint project level currently being mapped. This value is automatically numbered as new lines are created up to the maximum number of levels for this project ID.
This field displays the length of the level being mapped.
This field displays the description of the level being mapped.
Use this field to enter a work breakdown structure (WBS) number of 1, 2, or 3.