IMPORT PREDEFINED WORKFLOWS

Use this toolkit to upload predefined workflows provided by Deltek into your Costpoint system.

After entering your preferences, click on the toolbar to start importing workflows.

Location

Workflow

Use this drop-down list box to select the range of workflows you want to import. The following options are available:

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Use this field to enter, or use to select, the starting workflow, as applicable.

End

Use this field to enter, or use to select, the ending workflow, as applicable.

Existing Standard Workflow

Use this group box to specify whether to retain or override duplicate workflows that exists in you current Costpoint system.

Retain

Select this option to indicate that a existing Workflow should be maintained if a duplicate predefined Workflow is being uploaded.

Override

Select this option to indicate that an existing Workflow should be overridden if a duplicate predefined Workflow is being uploaded.

Warning: If a duplicate Workflow is found and you have selected the Override option, the in-progress data will be deleted.