to start again.Use this screen to map Deltek Costpoint values to Microframe resource codes. Costpoint values that can be mapped include account, vendor, employee, and labor category. You must complete this screen before transferring data to Microframe by resource.
Enter a code to identify this particular mapping table. This can refer to a specific project or to a group of projects.
Enter a description for this particular mapping table.
Select this check box to have the Costpoint values used as the Microframe resource. For example, if employee IDs are identical in Costpoint and Microframe, the employee ID can be used because it exists in Costpoint.
Use this drop-down list to identify the level at which labor amounts are transferred to Microframe. Valid options are:
Employee — Select this option to map employees from the Employee table to Microframe resource codes.
Labor Category — Select this option to map general labor categories from the General Labor Category table and project labor categories from the Billable Labor Category table.
Employee-Labor Category — Select this option to map employees and general labor categories from the Salary Info and History table, and to map employees and project labor categories from the Project Employee Labor Category table and the Employee Account Group Default table.
Labor Category-Employee — Select this option to map employees and general labor categories from the Salary Info and History table, and to map employees and project labor categories from the Project Employee Labor Category table and the Employee Account Group Default table.
Use this drop-down list to select the level at which ODC amounts are transferred to Microframe. Valid options are:
Vendor — Select this option to map vendors from the Vendor table to Microframe resource codes.
Account — Select this option to map accounts from the Account table. Only accounts for which you selected the Project Required, Detail, and Active check boxes (in the Manage Accounts screen) are mapped.
Vendor-Account — Select this option to map vendors and accounts from the Vendor Expense Accounts table.
Account-Vendor — Select this option to map vendors and accounts from the Vendor Expense Accounts table.
Click this button to automatically load the mapping table. If the mapping table is empty, it is populated based on the values of Labor By, ODC's By, and Set Resource to CP Value. If the table already has rows in it, these rows are displayed along with any unmapped rows.
to start again.If the Set Resource to CP Value check box is selected, click the Set Resource button to have the application scan the table for rows where the Resource column is empty. In these rows, the Resource column is set to the value in the CP Value column, without the period delimiter ("."). For example, if the CP Value column is DWORKIN.QC and Resource is empty, Resource is set to DWORKINQC.
Click this button to clear the Mapping Table.
When entering lines manually, use this drop-down list to select the type of line being entered. Valid options are:
E — Employee
P — Project Labor Category
G — General Labor Category
A — Account
V — Vendor
EP — Employee + Project Labor Category
EG — Employee + General Labor Category
GE — General Labor Category + Employee
PE — Project Labor Category + Employee
AV — Account + Vendor
VA — Vendor + Account
Line type is necessary for proper validation.
Enter the Costpoint value to be mapped. (
is available based on the value entered in the Line Type column.) Separate combinations of values by a period (".").
If you enter a combination in the Line Type column (for example, EP) and you click to find a CP value, you first see a list of values corresponding to the first letter of your Line Type. After you make a selection, loads a second list corresponding to the second letter of your Line Type. For example, if the Line Type is EP, first retrieves a list of employees. After you select an employee, a list of project labor categories is presented. When you make your second selection, the period separating the two values is added automatically.
Suppose you want to change the second value, but not the first, in a column that is already populated. Click to view a list of values corresponding to the first letter of your Line Type and click the Cancel button to leave the existing value unchanged. loads the values for the second letter of your Line Type, and you can now change it. For example, if your Line Type is EP and the CP Value is DWORKIN.QC, click to see a list of employees. Then click the Cancel button. Now a list of project labor categories is displayed. Select a value to replace the QC portion of the original. For example, if you select RT, the resulting CP Value is DWORKIN.RT.
Enter the Microframe resource to be associated with the value entered in the CP Value column. You can enter a maximum of 10 characters.
Enter, or click to select, an employee to be mapped.
Enter, or click to select, a PLC to be mapped.
Enter, or click to select, a GLC to be mapped.
Enter, or click to select, an account to be mapped.
Enter, or click to select, a vendor to be mapped.
Account does not exist.
The account entered does not exist in the Account table. Use Lookup to see a list of valid accounts.
Employee does not exist.
The employee entered does not exist in the Employee table. Use Lookup to see a list of valid employees.
GLC does not exist.
The general labor category entered does not exist in the General Labor Category table. Use Lookup to see a list of valid general labor categories.
Invalid line type.
Valid line types are as follows:
E — Employee
G — General Labor Category
P — Project Labor Category
EG — Employee + General Labor Category
EP — Employee + Project Labor Category
GE — General Labor Category + Employee
PE — Project Labor Category + Employee
V — Vendor
A — Account
VA — Vendor + Account
AV — Account + Vendor
No labor mapping type has been selected. Do you want to continue?
You did not make a selection in the Labor By drop-down box. If you continue, no labor mappings will be created.
No ODC mapping type has been selected. Do you want to continue?
You did not make a selection in the ODC's By drop-down box. If you continue, no ODC mappings will be created.
PLC does not exist.
The project labor category entered does not exist in the Billable Labor Category table. Use Lookup to see a list of valid project labor categories.
Vendor does not exist.
The vendor entered does not exist in the Vendor table. Use Lookup to see a list of valid vendors.
You must have at least one mapping.
You cannot save a mapping table that has no rows in it. You must enter at least one mapping or exit the screen without saving the data.