Contents of the Configure Interface Settings Screen
Use the fields and options to configure the Configure Interface Settings screen.
Source File Definition
Use this block to define source file name, description, and the input file content from a Costpoint budgeting perspective.
| Field | Description |
|---|---|
| Source Name |
Enter the source name. |
| Source File Description |
Enter a source file description. |
| Header Flag |
Select this check box to indicate that the input file contains a header row. |
| Type |
Use the drop-down list to define the type of data contained in the input file. Valid options are
|
| Level |
Use the drop-down list to define the level at which the data is loaded into Costpoint. Valid options are:
You can select TOTAL or PERIOD if you selected BUDGET or FORECAST in the Type field. If you selected ETC in the Type field, you must select TOTAL in this field. Note: To add new source file definitions, click
 .
Click on a source name to refresh all of the lower level grids with the appropriate data displayed for the source name selected. To delete rows, highlight the desired row and then click
Warning: If you modify the Type and/or Level columns after creating the mapping in the Configure Project Planner Mapping Definitions screen, the mapping information is deleted. You then must redefine it.
|
. This applies to any table that allows for the entry of rows (Source File Definition, Include Exclude Definition, and Row Definition).
Subtasks
| Subtask | Description |
|---|---|
| Include Exclude Definition | Use the Include Exclude Definition subtask to define the rules for including or excluding rows using row identification specifications, which are based upon specific columns and the data value within those columns. |
| Row Definition | Use the Row Definition subtask to define source file row type, description, and input file content definition from a Costpoint budgeting perspective. You also define row specifications using a specific column number and a data value within that column. |