Use the GovWin Capture Management integration applications in Costpoint to set up mapping tables and establish parameter records that will be used to export existing customer, employee, organization, project, vendor, and cost data from Costpoint into GovWin Capture Management. Note that the active company will be stored with the parameters. These parameters will be used to filter data in the actual integration processes as appropriate.
Export parameters refer to the criteria that you define in order to limit the integration process to a specific range of data. For example, if you only need to transfer the address information of Commercial type customers to GovWin Capture Management, you will need to go to the Configure Customer Options screen in Costpoint and perform the following:
From the Options drop-down list for Customer Types, select One.
Enter, or click 
to select, Commercial in the Start field for Customer Types.
In the Select Customer Information group box, select the Addresses check box, and leave the Basic Information and Address Contacts check boxes blank.
GovWin Capture Management integration applications consist of the following screens which you can access by going to Administration » System Administration » System Administration Interfaces.
Use the Transfer GovWin Capture Management Data screen to import/export Lookup, organization, employee, customer/client, project, vendor, and project data from Costpoint to GovWin Capture Management using Capture Management web services. From this screen, you can select which objects to include in the integration process.
Use the Configure Customer Options screen to define export parameters for customer, customer address, and customer contact information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. Customer information is established on the Manage Customers screen in Costpoint Accounting.
Use the Configure Employee Options screen to define export parameters for employee information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. General employee information is established on the Manage Employee Information screen in Costpoint People.
Use the Configure Organization Options screen to define export parameters for organization information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. Organization information is maintained in the applications in the Organizations menu in Costpoint General Ledger.
Use the Configure Project Options screen to define export parameters for project information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. General project information is established on the Manage Project User Flow screen in Costpoint Projects where you can also assign an owning Organization and project type to each project record.
Use the Configure Vendor Options screen to define export parameters for vendor, vendor address, and vendor contact address information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. Vendor information is established on the Manage Vendors screen in Costpoint Accounting.
Use the Manage Project Level Mapping screen to map Costpoint project levels by top-level project ID to Work Breakdown Structures (WBS) levels in GovWin Capture Management (WBS1, WBS2, and WBS3). Depending upon the structure of your projects within Costpoint and how those structures relate to your use of GovWin Capture Management, you may be able to set up a limited number of mapping records and use the default mapping feature when transferring data.
The following topics provides procedure for using Costpoint to GovWin Capture Management integration applications:
GovWin Capture Management Integration Best Practices
Setting Up Customer Information Options
Setting Up Employee Information Options
Setting Up Organization Information Options
Setting Up Project Information Options
Setting Up Vendor Information Options