SYNCHRONIZE PROJECT MASTER DATA AND PROJECT EDIT DATA

Use this toolkit to compare and synchronize the PROJ and PROJ_EDIT tables. The PROJ and PROJ_EDIT tables, which are referenced in numerous processes throughout Costpoint, contain some of the same columns of information in their database tables. If you perform database modifications to either one of these tables, you must ensure that the modifications are made to both PROJ and PROJ_EDIT to keep them synchronized. This toolkit compares both tables for a project or a range of projects and displays any discrepancies. You can then synchronize the tables by updating PROJ_EDIT from PROJ or by updating PROJ from PROJ_EDIT. Depending on the size of your database, this toolkit could take considerable time to run. Because of the significance of these tables, we recommend that you grant rights to this toolkit screen sparingly. Before synchronization can occur, you must obtain a password from Costpoint General Support.

Location

Selection Ranges

Projects

Option

Use this drop-down list to select a project range for this toolkit. Note that if you select the One option, the toolkit does not process any projects below the project level entered.

• All — Select this option to include all projects.

• Range — Select this option to include a range of projects.

• One — Select this option to process only one project.

Start

If you selected One or Range in the Option field, enter, or click to select, a starting project.

End

If you selected Range in the Option field, enter, or click to select, an ending project.

Options

Synchronize

This group box is available only if discrepancies have been found.

From Project Master to Project Edit

Select this option to synchronize from the Project Master table to the Project Edit table.

From Project Edit to Project Master

Select this option to synchronize from the Project Edit table to the Project Master table.

Table Window

This table window displays the discrepancies that were found by the toolkit. For each project in the project range, the toolkit compares the following columns of information in both PROJ and PROJ_EDIT:

• Project Name

• Organization ID

• Project Abbreviation Code

• Account Group Code

• Project Start Date           

• Project End Date

• Allow Charges Flag

• Active Flag

• Default Organization Entry Flag

• Limit Accounts Flag

• Limit Organizations Flag

• Limit Account Organization Flag

• Project Work Force Flag

• Top Level Work Force Flag

Enter Synchronization Password

Click this link to open the toolkit password dialog box. Before synchronization can occur, you must enter a valid password in the appropriate field. Because of the significance of the PROJ and PROJ-EDIT tables, you must contact Costpoint General Support to obtain the required password. Click the OK button in this dialog box to start the toolkit process.