CONFIGURE INTERFACE SETTINGS

Use this screen to define the source file structure for importing project budgets. You can use the Configure Project Planner Mapping Definitions screen to define links between the list of columns you defined for the input file and the list of columns required for update in the Costpoint tables. You must use these two screens before executing the Import Project Budgets screen.

Location

Source File Definition

Use this block to define source file name, description, and the input file content from a Costpoint budgeting perspective.

Source Name

Enter the source name.

Source File Description

Enter a source file description.

Header Flag

Select this check box to indicate that the input file contains a header row.

Type

Use the drop-down list to define the type of data contained in the input file. Valid options are

• BUDGET

• FORECAST

• BOTH

• ETC

Level

Use the drop-down list to define the level at which the data is loaded into Costpoint. Valid options are:

• TOTAL

• PERIOD

You can select TOTAL or PERIOD if you selected BUDGET or FORECAST in the Type field. If you selected ETC in the Type field, you must select TOTAL in this field.

To add new source file definitions, click .

Click on a source name to refresh all of the lower level grids with the appropriate data displayed for the source name selected.

To delete rows, highlight the desired row and then click . This applies to any table that allows for the entry of rows (Source File Definition, Include Exclude Definition, and Row Definition).

If you modify the Type and/or Level columns after creating the mapping in the Configure Project Planner Mapping Definitions screen, the mapping information is deleted. You then must redefine it.

Subtasks

Error Messages