in the Location field to select an alternate file location. If you choose the second option, leave the Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.Use this interface to transfer project budget, project budget revisions, forecast, and ETC revenue data into Costpoint from a comma-delimited ASCII file produced by Project Planner (or from any budgeting tool that can produce a comma-delimited file with the required information).
The file produced may vary in format from client to client; therefore, you can define the physical structure and the information content contained within the input (source) file. This definition allows for the various types of data and the multiple levels of detail within the Costpoint budgeting system. The only exception is project budget revisions, which have a predefined file structure.
The application supports the following:
Period values by "Forecast or Budget" for:
- Direct Labor Costs
- Direct Non-Labor Costs
- Direct Labor Costs and Indirect Costs
- Direct Non-Labor Costs and Indirect Costs
- Manual Fees
Total values by "Forecast or Budget" for:
- Direct Labor Costs
- Direct Non-Labor Costs
- Direct Labor Costs and Indirect Costs
- Direct Non-Labor Costs and Indirect Costs
- Manual Fees
ETC revenue amounts
Project Budget Revisions
Since the content and format of the file varies by client, you can map your input file columns (source) to Costpoint table/columns (target). The target columns presented depend on the budgeting option in effect and the content of the input file that you defined. Note that we currently support standard project budgets only. You cannot re-map target columns for project budget revisions; instead, the process uses the pre-defined mapping to process these files.
There may be situations where the input file does not contain all of the data required based on the budgeting option in effect and the type of budget data in the file. Therefore, you can define the source location of data at mapping time, and you can have different data sources. The primary source of data is the input file, but you can also use default values for columns that are defined at mapping and/or to indicate columns whose values are entered at import time.
There may also be extra lines in the input file, such as subtotal and total rows, that do not represent detailed budget information and must not be imported into the Costpoint database. You can include or exclude rows by defining a column number and a data value for that column. You can define multiple inclusion or exclusion rules for an input file definition.
In certain situations, the input file may contain columns that represent the same type of information (such as dollars) for different accounting periods where the starting accounting period represented by the first column of this type, and the number of times this column occurs within the input file, can vary from upload to upload. In this situation, the application prompts you for a starting fiscal year and period and compute the remaining periods based on the definition of the column.
The column definition contains the following information:
Whether or not it is a repeating column.
The interval between columns (currently, always "1").
The number of times the column occurs within the input file.
You can run the import process in interactive or process server mode. The application captures any required runtime input and stores the results as an item in the function parameters catalog for later use by the process server.
Run this process after creating source file definitions and mapping on the Configure Interface Settings and Configure Project Planner Mapping Definitions screens, and after project budget files are created and are ready to be imported.
in the Location field to select an alternate file location. If you choose the second option, leave the Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.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.
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.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Enter the location of the input file you are importing. There are two ways to do this:
In the Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up in the Manage Alternate File Locations screen.
or
From the Global Menu, click Process » File Upload. On the File Upload Manager dialog box, click Browse and use the dialog box to select the file you want to import. If you select the Overwrite? check box, Costpoint will overwrite any file of the same name that already exists in the Costpoint database. Click Upload when you are finished. If you use this method, leave the Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
After you have selected the location and file and made all your parameter selections on this screen, click 
to import the project budgets.
Enter, or click to select, the name of the file to be imported.
Enter, or click to select, a source file definition that matches the input files you are processing. If, during the interface setup process, you choose to have any column values entered at runtime, these columns are displayed in the Runtime Input Values table. You must then enter values in these fields.
If the source name you have selected does NOT require any runtime input, go directly to the function (see the documentation ).
Click this button to load saved mappings into the Runtime Input Values table.
Select this check box if you want the process to continue when invalid files are found.
Select this check box to upload valid data even when invalid records are encountered.
Use the drop-down list to select the range of projects to process. Valid options are:
All — Select this option to process all projects in the input file. This is the default option.
One — Select this option to process only those projects in the input files that match the value you enter in the Start field.
Range — Select this option to process only those projects within the input file that are within the Start field value and the End field value.
From Beginning — Select this option to process all projects in the input file starting at the beginning and ending with the value you enter in the End field.
To End — Select this option to process all projects in the input file starting with the value you enter in the Start field.
Enter, or click to select, the starting project in the range you want to process.
Enter, or click to select, the ending project in the range you want to process.
Use this table to enter values that must be provided at runtime, as determined in the Configure Interface Settings screen.
This non-editable field displays the Costpoint tables into which the project budget data is being imported.
This non-editable field displays the column ID that is populated by the value being provided.
This non-editable field displays a description for the column ID.
Enter the value to be assigned to this column during the import process.