This topic lists the steps that you need to perform in order to allow the transfer of information between Costpoint and Deltek Talent Management.

1. Create or update organizations in Costpoint in Manage Organization Structures and Manage Organization Elements screens.
2. Create or update Jobs in Manage Detail Job Titles. This is an optional step and only applies if you are licensed for Costpoint Human Resources (HR).
3. Create records for the Detail Job Titles in Manage Detail Position Descriptions. This is an optional step and you may want to maintain the detail descriptions in Talent Management instead.
4. Create or update Job Template in Manage Job Templates. All requisitions/job templates are exported in Talent Management. All requisitions/job templates are exported in Talent Management. This is an optional step. However, it provides more intelligent defaults for Costpoint data attributes for new hires.
5. Make sure that employees in Costpoint have values on the following fields. These fields are required fields in Talent Management.
   • Work email address
   • Home email address
6. This step is optional. For the approvers in Talent Management, to include human resources (HR) representative data in the integration, go to the Configure Personnel Settings screen and select your Manager Defaulting Method which can be either By Company-wide Organization or By HR Organization. Then, assign managers/HR representatives to company-wide organizations or HR organizations in one of the following screens:

   • If your Manager Defaulting Method is By Company-wide Organization, use the Manage Managers/HR Reps by Organization screen.

   • If your Manager Defaulting Method is By HR Organization, use the Manage Managers/HR Reps by HR Organization screen.

7. Go to Transfer Deltek Talent Management Data screen and select the type of data to be included in the integration.