Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Import IWO Allocations

Use this screen to import IWO allocations.

After the IWO transactions have been exported from the sending database and exist as a .csv file, you must import it into the receiving database.

The data exported now exists, not in Costpoint-owned tables, but in tables owned by the receiving location. Use the Import IWO Allocations screen to move the data to Costpoint-owned tables. After the import process is complete, the data resides in IWO_ALLOC_XXX_SUSP (suspense) tables.

After you are satisfied with the export of your IWO tables, use this screen to import them to the receiving database. This screen is step eight. If the IWO transfer is within the same database, this screen is not necessary.

Note: There are two ways to work with input files in Costpoint:
  • You can access the input file from the network by using Alternate File Locations.
  • You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.

If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.