Costpoint Online Help

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Export Information Tab

Use the Export Information tab to specify the location of the output file that is generated by the Export Data To Deltek Time and Expense application.

On this tab, you can also select to include only the new changes to tables in the export process.

Export Options

Field Description
Changes Since Last Download

Select this check box to export only those changes that were made to the selected tables since the last download was completed. If you do not select this check box, all information from the selected tables is exported.

MO Build Description

Select whether to include the build part ID or the build part description in the manufacturing order (MO) charges description.

Field Description
Use Build Part ID

Select this option to use the ID of the part being built for the description of MO charges. If you select this option, the format of the MO description will be: "[Build Project ID]" + "-" + "[Build Part ID". The values come from the Build Project field and the Build Part field on the Manage Manufacturing Orders screen.

Use Build Part Description

Select this option to use the description of the part being built for the description of MO charges. If you select this option, the format of the MO description will be: "[Build Project ID] + "-" + [Build Part Description]". The description will be truncated to 120 characters. The values come from the Build Project field and the Description field (for the Build Part ID) on the Manage Manufacturing Orders screen.

Note: If you opt to use the build part description for the exported MO description, you must take into consideration the following guidelines and notes:
  • Deltek recommends that you delete the established MO Tree in Deltek Time and Expense and perform a full import of all MO data from Costpoint to rebuild the tree for MO charges.
  • Using the new description will not change existing saved data that uses the older charges in the Timesheet, Expense Authorization, and Expense Report.
  • Moving forward, when you select the charge in Deltek Time and Expense, the application will use the new description.
  • You must update any charge favorites that were previously setup in Deltek Time and Expense.

Export Type

If using Time & Expense version 10.x or above, you could export master and resource data for subcontract resources. These subcontract resources may be handled through a separate Time & Expense domain or through the same Time & Expense domain used by employees. 

Note:

These options are available if you are licensed for Subcontractor Management (SM) and the Separate System for Employees and Subcontractors check box is selected in Corporate Labor Settings.

Field Description
Export Employee Data

Select this option to export data to the Deltek Time & Expense domain which holds employee data. Subcontractor data will not be exported if you select this option.

Export Subcontractor Data

Select this option to export data to the Deltek Time & Expense domain which holds subcontractor data. Employee data will not be exported if you select this option.

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 when you export employee data.
Create CSV Export Files for Link Tables

When you export link tables (LINK12, LINK19, LINK27, or LINK29), select this check box to create a CSV export file and insert the data in permanent cache tables.

If you opt not to select this check box, the application will only insert data into permanent cache tables.

Note: If your version of Time & Expense is not co-deployed with Costpoint and you want to create an export file, you must select Create CSV Export Files for Link Tables check box.
File Location

Enter, or click to select, the alternate file location where you want to store the export file. Set up alternate file locations on the Manage Alternate File Locations screen.

Subcontractor File Location

If you are licensed for Subcontractor Management and you are using Time & Expense version 10.x or above, you could export master and resource data for subcontract resources. Subcontract resources may be handled through a separate Time & Expense domain or through the same Time & Expense domain used by employees.

If you are handling subcontract resources separately, enter, or click  to select, the alternate file location where you want to store the export file for subcontractor data. Set up alternate file locations on the Manage Alternate File Locations screen.

This field will only be visible and enabled if the Separate System for Employees and Subcontractors check box is selected in Corporate Labor Settings.