Project Planner Interface
Use the screens under Project Planner Interface to configure interface settings and Project Planner mapping definition, import project budgets, and retrieve labor rates.
- Related Topics:
- Configure Interface Settings
Use this screen to define the source file structure for importing project budgets. - Configure Project Planner Mapping Definition
Use this screen to create a link between a column you defined for the input file in the Configure Interface Settings screen and a column required for update in the Costpoint tables. - Import Project Budgets
Use this interface to transfer project budget, project budget revisions, forecast, and ETC revenue data into Costpoint from a comma-delimited ASCII file produced by Project Planner (or from any budgeting tool that can produce a comma-delimited file with the required information). - Retrieve Labor Rates
Use this toolkit to process the T&M rate order sequence table and write all billing rates that are in effect on the date specified for the projects selected to one of two new tables, depending on whether the rates retrieved are by project (EP_LAB_CAT_RATE) or by employee/vendor (EP_EVLAB_CAT_RATE).
Parent Topic: Budget Interfaces