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Contents of the Import Project Master Data Screen

Use the fields and options to configure the Import Project Master Data screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

User ID's

Use this group box to select the range of user IDs to be included in the Upload and Import processes. Only records that have a user ID in the selected range are uploaded. The user ID must be a valid user set up on the Manage Users screen. 

Field Description
Option

Use this drop-down list to select the range of users to be included in the upload process. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting user ID associated with the information you want to process.  If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending user ID associated with the data you want to process.  If you select All, One, or To End in the Option field, this field is inactive.

Alternate File Location

Enter the location of the input file you are importing. There are two ways to do this:

  • In the Alternate File Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up in the Manage Alternate File Locations screen.
  • From the Global Menu, click Process File Upload. On the File Upload Manager dialog box, click Browse and use the dialog box to select the file you want to import. If you select the Overwrite? check box, Costpoint will overwrite any file of the same name that already exists in the Costpoint database. Click Upload when you are finished. If you use this method, leave the Alternate File Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
Delete input file upon successful import

Select this check box to have Costpoint delete the input file if the import is successful.

Report Options

Field Description
Print Edit Report(s)

Select this check box to print edit reports for all the data imported.

Full Reports

Select this option to print full reports.

Abbreviated Reports

Select this option to print abbreviated reports.

Preview and Print Menu

Print Import Project Master Data Report

You can choose from several options to print either the appreciated report or the full report as described in the following:

Select and click either  or to read project information from the input files. All records are validated immediately. If errors are encountered, Costpoint displays the following error message: "There are errors in the input file. Data cannot be imported until all errors in the input file have been corrected."

Note:

Error information is displayed on the screen and you can print the Import Project Master Error Report. The source table for this report is Z_PROJPRE_ERR.

If your input files are free of errors, Costpoint displays the following message: "No errors were found in the import file. Data is now available for import." 

Print the Import Project Master Data Report and review the information. You can then click to import the project information into the Costpoint tables.

Default Project Functionality

For many files, you have the option to include a default project in the input file. When a default project is contained in the input file, the upload process first uses information from the input file. Then, if there is nothing in the input file, it uses the information from the default project. This means that you can provide a small amount of information in the input file to upload all other information from the default project. The upload program always uses the information contained in the input file before the default project. The following files include the default project functionality.

File Name Screen Name
PROJ.CSV Basic Info tab of the Manage Project User Flow
PROJ_REV_SETUP.CSV Manage Revenue Information
PROJ_BILL_INFO.CSV Manage Project Billing Information
PROJ_GOVT_CONTR.CSV Manage Government Contract Information screen
PROJ_TS_DFLT.CSV Manage Project Timesheet Defaults