Costpoint Online Help

Export Data To Deltek Time and Expense

Use the Export Data to Deltek Time and Expense application to export account, project, employee, and other timesheet information from Costpoint into Deltek Time Collection 5.x or greater.

Note:

Depending on which options you select in this application, Costpoint exports data into separate ASCII records (or rows) in a Comma Separated Values (.CSV) file that can later be uploaded into Deltek Time Collection 5.x or greater. Please refer to the Deltek Time Collection 5.x, Deltek Time & Expense 6.0, or Deltek Time & Expense 7.0 documentation for additional information regarding each input file format.

Warning:

New functionality added with Costpoint version 5.2 requires you to delete your MO tree in the Maintain Charge Tree screen in Deltek Time & Expense and then perform a full download. To ensure a full download, do not check the Changes Since Last Download check box in this screen.

You must have already assigned Time Collection Accounts on the Manage Deltek Time and Expense Accounts application. Similarly, you must have already flagged projects as Time Collection Projects, Expense Projects, Time & Expense Projects, or not eligible for export on the Manage Deltek Time and Expense Projects application. Also, be sure that your base tables/links and employee information is properly established in Costpoint.

Note:

This application is available if you are licensed for Time Collection and you selected the Time Collection 8.3 option or greater in the Deltek Time & Expense group box on the Corporate Labor Settings subtask of the Configure Labor Settings screen. It is also available if you are licensed for Deltek Employee Self Service (ESS).

This screen has five tabs:

  • Export Information: Use this tab to specify export file information.
  • Base/Link Tables: Use this tab to choose the base and link tables that are exported from Costpoint into Deltek Time Collection 5.x or Deltek Time & Expense. In this subtask, you can map Deltek Time Collection 5.x or Deltek Time & Expense user-defined codes and dates to Costpoint values.
  • Resource Information: Use this tab to select which employee data is exported from Costpoint into Deltek Time Collection 5.x or greater. In this screen, you can map Deltek Time Collection 5.x or Deltek Time & Expense user-defined codes and dates to Costpoint values, and select employee leave balances, salary information, and timesheet defaults for export.
  • Charge Trees: Use this tab to choose charge trees and charge tree options for export.
  • Corporate Settings: Use this tab to view the Deltek Time and Expense export settings from the Corporate Labor Settings subtask of Corporate Labor Settings screen.