Costpoint Online Help

Contents of the Create Microframe Transfer Files Screen

Use these fields and options to configure the Create Microframe Transfer Files screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

WBS ID Source

Field Description
Option

This field always displays One.

From

Use this drop-down list to select the Costpoint field that matches the WBS ID used by Microframe. Valid options are:

  • Account
  • Project
  • Reference 1
  • Reference

Mapping Code

Field Description
Option

This field always displays One.

From

Enter, or click to select, the mapping code to be used in the transfer. Note that mapping codes in are designated as type E (EOC mapping) or type R (Resource mapping).

Source ID Range

Field Description
Option

Use this drop-down list to select the range of source IDs to be included in this transfer. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

From

Enter, or click to select, the starting source ID for the range you want to include in the transfer. If you select All or From Beginning in the Option field, this field is inactive.

To

Enter, or click to select, the ending source ID for the range you want to include in the transfer. If you select All, One, or To End in the Option field, this field is inactive.

Options

Accounting Period

Field Description
Fiscal Year

Enter, or click to select, the fiscal year to include in the transfer. 

Period

Enter, or click to select, the period to include in the transfer.

MPM Period

This field automatically displays the year and month of the period ending date. This can be changed if necessary (for example, for clients using a 4-4-5 accounting period system). The format of this field is YYYYMM.

Rates

Field Description
Use Current

Select this check box to use current-period rates. Leave this check box clear to use year-to-date rates.

Use Target

Select this check box to use target rates. Leave this check box clear to use actual rates.

Apply Burden

Select this check box to send burden data to Microframe. Leave this check box clear to prevent the burden transfer.

Transfer

Field Description
Hours

Select this check box to transfer hours data. Leave this check box clear to prevent the hours transfer.

Costs

Select this check box to transfer dollars data. Leave this check box clear to prevent the dollars transfer.

Fee

Select this check box to transfer fee data. Leave this check box clear to prevent the fee data transfer.

Output File

Field Description
Name

Enter the file name.

Note: (International users) The data can contain non-English characters, provided they are in the ASCII character set. Before creating an ASCII text (.TXT) file, be sure that your keyboard language is set to "EN" (United States English) to prevent the application from generating errors.  

We recommend the use of .TXT and .CSV file-naming conventions.

Location

Enter, or click to select, the alternate file location where you want the file saved. Alternate file locations are set up on the Manage Alternate File Locations screen.

Overwrite File

Select this check box to overwrite the file if it already exists.

Process/Print Microframe Transfer

Click the arrow to the right of and select Process/Print Microframe Transfer to transfer the data and print the Error report.

Print Microframe Transfer

Click the arrow to the right of   and select Print Microframe Transfer to print the Edit report.