IMPORT PROJECT MASTER DATA

Use this screen to import project and billing information from Comma-Separated File(s) into Costpoint.

There are two ways to work with input files in Costpoint

If you decide to use the first option, click

in the Alternate File Location field to select an alternate file location. If you choose the second option, leave the Alternate File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

This application consists of two processes: Upload and Import. The Upload process reads information from the input file(s) and the default project(s) and performs the necessary validations. The input file(s) must be named [TABLE_NAME].csv. The following is a list of the file names and their associated Costpoint menu screens that can be uploaded and imported into Costpoint. They are listed in the order in which the processing is done.

If errors are found, information is displayed on the screen and you can print an error report. Once you have uploaded the information without errors, the Project Preprocessor Report is available for printing. The Project Preprocessor Report contains all project information to be imported. Review it extensively before proceeding with the Import process. Files are available for Import after all validations have passed and the Project Preprocessor Report has been printed. You can upload the same .CSV file as many times as necessary, but you can import it only once.

Run this application whenever you need to upload and import project information into Costpoint. You use this screen extensively when initializing Costpoint.

Up to four new tables are now included in the upload process. These tables were added to the database to improve performance. No new .CSV files are required for them. The data inserted into the tables derives from existing .CSV files:

As of Version 6.1, you can include alternate project structures in your import. You can use alternate project structures to link multiple projects together or to create a view of one portion of a single project for reporting purposes only. Three tables are used: PROJ_RPT_ID, TOP_LVL_RPT, and PROJ_RPT_PROJ. If the alternate project structure already exists in the PROJ_RPT_ID and TOP_LVL_RPT tables, you can upload the PROJ_RPT_PROJ table alone.

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.

Selection Ranges

User ID's

Use this group box to select the range of user IDs to be included in the Upload and Import processes. Only records that have a user ID in the selected range are uploaded. The user ID must be a valid user set up on the Manage Users screen.

Option

Use this drop-down list to select the range of users to be included in the upload process. Valid options are:

Start

Enter, or click

to select, the starting user ID associated with the information you want to process. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click

to select, the ending user ID associated with the data you want to process. If you select All, One, or To End in the Option field, this field is inactive.

Alternate File Location

Enter the location of the input file you are importing. There are two ways to do this:

Delete input file upon successful import

Select this check box to have Costpoint delete the input file if the import is successful.

Report Options

Print Edit Report(s)

Full Reports

Abbreviated Reports

Process

Click

to upload project information from the input files. All records are validated at this time. If errors are encountered, Costpoint displays the following error message: "There are errors in the input file. Data cannot be imported until all errors in the input file have been corrected."

Error information is displayed on the screen and you can print the Project Preprocessor Error Report. The source table for this report is Z_PROJPRE_ERR.

If your input files are free of errors, Costpoint displays the following message: "No errors were found in the import file. Data is now available for import."

Print the Project Preprocessor Report and review the information. You can then click

to import the project information into the Costpoint tables.

Default Project Functionality

For many files, you have the option to include a default project in the input file. When a default project is contained in the input file, the upload process first uses information from the input file. Then, if there is nothing in the input file, it uses the information from the default project. This means you can provide a small amount of information in the input file to upload all other information from the default project. The upload program always uses the information contained in the input file before the default project. The following files include the default project functionality.

File Name	Costpoint Screen Name
PROJ.CSV	Basic Info tab of the Manage Project User Flow
PROJ_MOD.CSV	Manage Modifications
PROJ_REV_SETUP.CSV	Manage Revenue Information
PROJ_BILL_INFO.CSV	Manage Project Billing Information
PROJ_CUST_SETUP.CSV	Manage Project Billing Information - Customers subtask
PROJ_ORG_ACCT.CSV	Link Projects/Accounts/Organizations
PROJ_GOVT_CONTR.CSV	Manage Government Contract Information screen
PROJ_LAB_CAT.CSV	Link Project Labor Categories to Projects
PROJ_EMPL.CSV	Manage Employee Work Force
PROJ_VEND.CSV	Manage Vendor Work Force
PROJ_VEND_EMPL	Manage Vendor Employee Work Force
PROJ_EMPL_LAB_CAT.CSV	Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen
PROJ_VEND_LAB_CAT.CSV	Assign PLC to Vendor Work Force subtask of the Manage Vendor Work Force screen
PROJ_VEND_EMPL_PLC	Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen
BILL_LAB_CAT.CSV	Manage Project Labor Categories (PLC)
PROJ_LAB_CAT_MAP.CSV	Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen
PROJ_LAB_CAT_RT_SC.CSV	Link Project Labor Category Rates to Projects
PROJ_EMPL_RT_SCH.CSV	Link PLC Rates to Employee/Vendor screen
LAB_CAT_RT_SCH.CSV	Manage Project Labor Categories (PLC)
TM_RT_ORDER.CSV	Manage Rate Sequence Orders
CEIL_DIR_COST.CSV	Manage Direct Cost Ceilings
CEIL_DIR_HRS.CSV	Manage Hour Ceilings
CEIL_BURDEN_CST.CSV	Manage Burden Cost Ceilings
EMPL_CEIL.CSV	Manage Employee Hour Ceilings
VEND_CEIL.CSV	Manage Vendor Hour Ceilings
PROJ_BILL_INFO_SCH.CSV	Manage Project Billing Information - Detail Levels subtask
OVRIDE_MLT_ON_DIR.CSV	Manage Multiplier Overrides
OVRIDE_FEE_ON_DIR.CSV	Manage Cost Fee Overrides
OVRIDE_FEE_ON_BURD.CSV	Manage Burden Fee Overrides
EMPL_PROJ_TS_DFLT.CSV	Manage Employee Project Timesheet Defaults
LAB_ACCT_GRP_DFLT.CSV	Manage Labor-Group Proj-Acct-Group Timesheet Defaults
EMPL_ACCT_GRP_DFLT.CSV	Manage Employee Proj-Acct-Group Timesheet Defaults
PROJ_TS_DFLT.CSV	Manage Project Timesheet Defaults
PROJ_WAWF_INFO.CSV	Manage Project WAWF Information
PROJ_RPT_ID.CSV	Manage Alternate Projects
TOP_LVL_RPT.CSV	Manage Alternate Projects
PROJ_RPT_PROJ.CSV	Manage Alternate Projects - Selected Projects subtask

File Name	Screen Name
PROJ.CSV	Basic Info tab of the Manage Project User Flow
PROJ_REV_SETUP.CSV	Manage Revenue Information
PROJ_BILL_INFO.CSV	Manage Project Billing Information
PROJ_GOVT_CONTR.CSV	Manage Government Contract Information screen
PROJ_TS_DFLT.CSV	Manage Project Timesheet Defaults