EXPORT DATA TO DELTEK TIME AND EXPENSE

Use this application to export account, project, employee, and other timesheet information from Costpoint into Deltek Time Collection 5.x or greater.

Depending on which options you select in this application, Costpoint exports data into separate ASCII records (or rows) in a Comma Separated Values (.CSV) file that can later be uploaded into Deltek Time Collection 5.x or greater. Please refer to the Deltek Time Collection 5.x, Deltek Time & Expense 6.0, or Deltek Time & Expense 7.0 documentation for additional information regarding each input file format.

New functionality added with Costpoint version 5.2 requires you to delete your MO tree in the Maintain Charge Tree screen in Deltek Time & Expense and then perform a full download. To ensure a full download, do not check the Changes Since Last Download check box in this screen.

You must have already assigned Time Collection Accounts on the Manage Deltek Time and Expense Accounts application. Similarly, you must have already flagged projects as Time Collection Projects, Expense Projects, Time & Expense Projects, or not eligible for export on the Manage Deltek Time and Expense Projects application. Also, be sure that your base tables/links and employee information is properly established in Costpoint.

This application is available if you are licensed for Time Collection and you selected the Time Collection 5.x option or greater in the Deltek Time & Expense group box on the Corporate Labor Settings subtask of the Configure Labor Settings screen. It is also available if you are licensed for Deltek Employee Expense and you selected the Time Collection 6.x option or greater in the Deltek Time & Expense group box on the Corporate Labor Settings subtask of the Configure Labor Settings screen, or if you are licensed for Deltek Employee Self Service (ESS) and the ESS version is greater than 3.1.

This screen has four tabs:

Location

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.