Costpoint Online Help

Export Tab

Use the options and settings to configure the data transfer from Costpoint to Deltek Talent Management.

Field Description
Changes since
Select this checkbox to include only changes since the last export or changes from a specific date. If this checkbox is not selected, a full export of the selected Costpoint values (employees, organizations/HR organizations, jobs, job templates, and/or labor locations) will be exported. Valid options are:
  • Last Export Date
  • Specific Date
Changes since Specified Date Enter, or click to select, the date which will be used to determine export changes date.

Employee Data

Field Description
Employees

Select this checkbox to include employees in the export to Deltek Talent Management. Only employees with changes since the last export will be included if the Changes since last export checkbox is selected.

Log Employee Export Transactions

Select this checkbox to record employee export transactions in the process log file.

Export Salary Information Supervisor Data instead of Manager Data

Select this checkbox to export the supervisors instead of the managers from the Manage Employee Salary Information screen to Deltek Talent Management.

Employee Skills Select this checkbox to export employee skills table data to Deltek Talent Management.
Log Employee Skills Export Transactions Select this checkbox to record employee skills export transactions in the process log file.
Exclude Employees with Termination Dates before <Threshold Date>

Select this checkbox to exclude employees that have a termination date prior to the date you specify on the screen. This is intended to be used only for full export of employees or you are not running the export with the Changes since last export checkbox selected. This checkbox will only be available if the Changes since last export checkbox is not selected and the Export - Employees checkbox is selected. If selected, enter a value in the unlabeled Threshold Date field.

Threshold Date

In this unlabeled field, enter, or click to select, the threshold date at which employee’s with termination dates less than the specified date will not be included in the export to Deltek Talent Management. This is intended to be used only for full export of employees or if you are not running the export with the Changes since last export checkbox selected. This checkbox will only be available if the Changes since last export checkbox is not selected and the Export - Employees and Exclude Employees with Termination Dates before <Threshold Date> checkboxes are selected. If Exclude Employees with Termination Dates before <Threshold Date> is selected, enter a date in this field.

Table Data

Field Description
Organizations

Select this checkbox to include organizations in the export to Deltek Talent Management. Only organizations with changes since the last export or a specific date will be included if the Changes since last export checkbox is selected.

Log Organization Export Transactions

Select this checkbox to record organization export transactions in the process log file.

Job Templates/Requisitions

Select this checkbox to include Job Templates in the export to Deltek Talent Management. In order for Costpoint to provide a more complete employee-setup data for a new employee, a Job Template should be set up in Costpoint and tied to the employee in Deltek Talent Management. When that new employee is imported into Costpoint, the Job Template ID will be used to determine missing employee data. Only job templates with changes since the last export or a specific date will be included if the Changes since last export checkbox is selected.

Log Job Template Export Transactions

Select this checkbox to record job template export transactions in the process log file.

Exclude 'Filled' Status Select this checkbox to exclude Job Templates/ Requisitions that have a status of Filled on the Requisition Details tab of the Manage Job Templates screen.
Exclude 'Rejected' Status Select this checkbox to exclude Job Templates/ Requisitions that have a status of Rejected on the Requisition Details tab of the Manage Job Templates screen.
Labor Locations

Select this checkbox to include labor locations in the export to Deltek Talent Management. Only labor locations with changes since the last export or a specific date will be included if the Changes since last export checkbox is selected.

Log Job Templates Export Transactions

Select this checkbox to record labor location export transactions in the process log file.

Project Teams Select this checkbox to export project team data to Deltek Talent Management.
Log Project Team Export Transactions Select this checkbox to record project team export transactions in the process log file.
Skills Select this checkbox to include skill codes and descriptions in the export to Deltek Talent Management.
Log Skills Export Transactions Select this checkbox to record skills data export transactions in the process log file.
Detail Job Titles
Select this checkbox to include Detail Job Titles in the export to Deltek Talent Management. These are referred to as Jobs Profiles in Deltek Talent Management. Only Detail Job Titles with changes since the last export will be included if the Changes since last export checkbox is selected.
Note: You can view this checkbox only if your company has a Human Resources license.
Log Detail Job Title Export Transactions
Select this checkbox to record detail job title export transactions in the process log file.
Note: You can view this checkbox only if your company has a Human Resources license.