CREATE MICROFRAME TRANSFER FILES

Use this screen to transfer data to Microframe. You can save the parameters you enter for use in future transfers.

Run this screen after revenue has been computed for the accounting period to be transferred. You can process data multiple times for the current period; however, when importing to Microframe, you must indicate that previously imported data for the period should be overwritten.

You can process data for any fiscal year and period, provided the data in the history files and the Project Burden Summary tables are complete.

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

WBS ID Source

Option

From

Use this drop-down list to select the Costpoint field that matches the WBS ID used by Microframe. Valid options are:

Mapping Code

Option

From

Enter, or click

to select, the mapping code to be used in the transfer. Note that mapping codes in

are designated as type E (EOC mapping) or type R (Resource mapping).

Source ID Range

Option

Use this drop-down list to select the range of source IDs to be included in this transfer. Valid options are:

From

Enter, or click

to select, the starting source ID for the range you want to include in the transfer. If you select All or From Beginning in the Option field, this field is inactive.

Enter, or click

to select, the ending source ID for the range you want to include in the transfer. If you select All, One, or To End in the Option field, this field is inactive.

Options

Accounting Period

Fiscal Year

Period

MPM Period

This field automatically displays the year and month of the period ending date. This can be changed if necessary (for example, for clients using a 4-4-5 accounting period system). The format of this field is YYYYMM.

Rates

Use Current

Select this check box to use current-period rates. Leave this check box clear to use year-to-date rates.

Use Target

Select this check box to use target rates. Leave this check box clear to use actual rates.

Apply Burden

Select this check box to send burden data to Microframe. Leave this check box clear to prevent the burden transfer.

Transfer

Hours

Select this check box to transfer hours data. Leave this check box clear to prevent the hours transfer.

Costs

Select this check box to transfer dollars data. Leave this check box clear to prevent the dollars transfer.

Fee

Select this check box to transfer fee data. Leave this check box clear to prevent the fee data transfer.

Output File

Name

Note (International users): The data can contain non-English characters, provided they are in the ASCII character set. Before creating an ASCII text (.TXT) file, be sure that your keyboard language is set to "EN" (United States English) to prevent the application from generating errors.

We recommend the use of .TXT and .CSV file-naming conventions.

Location

Enter, or click

to select, the alternate file location where you want the file saved. Alternate file locations are set up on the Manage Alternate File Locations screen.

Overwrite File

Process/Print Microframe Transfer

Click the arrow to the right of

and select Process/Print Microframe Transfer to transfer the data and print the Error report.

Print Microframe Transfer

Click the arrow to the right of

and select Print Microframe Transfer to print the Edit report.