Use this screen to transfer code tables, organization, employee, project, and project historical hours from Costpoint to Deltek Resource Planning.
This screen contains the following five tabs which allow you to specify the information that will be transferred to Resource Planning:
Code Tables - Use this tab to specify code table information that you want to transfer to Resource Planning.
Organization - Use this tab to enable transferring of organization data to Resource Planning.
Employee - Use this tab to specify employee information that you want to transfer to Resource Planning.
Project - Use this tab to enable transferring of project information to Resource Planning.
History - Use this tab to enable transferring of project historical hours information to Resource Planning.
Costpoint - Deltek Resource Planning Integration Overview
Running Jobs for Deltek Resource Planning Integration
Setting Up Organization Information Options
Setting Up Employee Information Options
Setting Up Project Information Options
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.
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.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.