MANAGE PROJECT LEVEL MAPPING

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.

You only need to use this screen if you have chosen to use the project mapping option, instead of assigning the entire project structure to WBS1.

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:

Location

Identification

Project

Enter, or click binoculars.gif to select, a top-level Costpoint project ID you want to map.

Name

This field displays the descriptive name of this project ID. You can click binoculars.gif in this field to select the project you want to map, instead of using the Project field.

Levels

This field displays the total number of project levels defined for this project ID.

Populate Levels

Click this button to load the levels of the selected project in the Project Levels table.

Project Levels

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.

You can combine multiple levels of the Costpoint project ID into each of the WBS fields up to the maximum length of the WBS level (30 characters for WBS1 and 7 characters each for WBS2 and WBS3). You must map the levels in contiguous order.

Level

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.

Length

This field displays the length of the level being mapped.

Level Description

This field displays the description of the level being mapped.

WBS

Use this field to enter a work breakdown structure (WBS) number of 1, 2, or 3.