Contents of the Import Work Assignments Screen
Use the fields and options to configure the Import Work Assignments 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
Field | Description |
---|---|
Alternate File Location |
Enter the location of the input file you are importing. There are two ways to do this:
|
Delete input file upon successful import |
Select this checkbox to have Costpoint delete the input file if the import is successful. |
Work Assignment ID
Field | Description |
---|---|
Auto Assign |
This is selected by default. If you use this option, Costpoint assigns the next work assignment ID to the record. The last work assignment ID is updated on the Configure Subcontractor Management Settings screen. If you select
Auto Assign, you must ensure that the
Enable Auto-Assign checkbox on Configure Subcontractor Management Settings is also selected.
Note: It is required to include a work assignment ID on the input file even if you use the
Auto Assign option.
|
From Input File |
If you select this option, Costpoint assigns the work assignment ID found on the input file. |
Preview and Print Menu
Print Import Work Assignment Data Report
You can choose from several options to print the full report as described in the following:
Select and click either or to read work assignment information from the input files. All records are validated immediately. If errors are encountered, Costpoint displays the following error message: "Errors were found in the input file(s) during validation. Refer to the error report to resolve these errors and run the import process again."
Error information is displayed on the screen and you can print the Import Work Assignment Error Report. The source table for this report is D_xxxSMPUTLWRKA_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 Work Assignment Data Report and review the information. You can then click to import the work assignment information into the Costpoint tables.
Default Work Assignment Functionality
You can include a default work assignment ID in the input file. When a default work assignment 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 work assignment. This allows you to provide a small amount of information in the input file and upload all other information from the default work assignment. The upload program always uses the information contained in the input file before the default work assignment.