Export Tab

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

Export

Field Description
Changes since last export

Select this check box to include only changes since the last export. If this check box 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.

Employee Data

Field Description
Employees

Select this check box 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 check box is selected.

Only employees with hire dates that are less than or equal to the system date will be exported.

Append Country Code to State Code for User Addresses Using Select this check box to import the country code for employee addresses. The country code will be prefixed to the state/province code with a dash. For example, USA-NY.
Country Code Type

From the drop-down list, select the format of the country code in Deltek Talent Management. Valid options are:

  • ISO2 Country Code
  • ISO3 Country Code
  • Costpoint Country Code

This format will be used for the country code prefix.

Exclude US Addresses Select this check box to exclude the country codes from the import for employees with U.S. addresses. U.S. addresses will not have the prefix.
Log Employee Export Transactions

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

Export Salary Information Supervisor Data instead of Manager Data

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

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

Select this check box 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 check box selected. This check box will only be available if the Changes since last export check box is not selected and the Export - Employees check box 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 check box selected. This check box will only be available if the Changes since last export check box is not selected and the Export - Employees and Exclude Employees with Termination Dates before <Threshold Date> check boxes 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 check box to include organizations in the export to Deltek Talent Management. Only organizations with changes since the last export will be included if the Changes since last export check box is selected.

Log Organization Export Transactions

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

Job Templates

Select this check box 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 will be included if the Changes since last export check box is selected.

Log Job Template Export Transactions

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

Detail Job Titles

Select this check box 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 check box is selected.

Log Detail Job Title Export Transactions

Select this check box to record detail job title export transactions in the process log file.

Labor Locations

Select this check box to include labor locations in the export to Deltek Talent Management. Only labor locations with changes since the last export will be included if the Changes since last export check box is selected.

Log Job Templates Export Transactions

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

Project Teams Select this check box to export project team data to Deltek Talent Management.
Log Project Team Export Transactions Select this check box to record project team export transactions in the process log file.
Skills Select this check box to include skill codes and descriptions in the export to Deltek Talent Management.
Log Skills Export Transactions Select this check box to record skills data export transactions in the process log file.