Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Define Export Parameters for the Integration Process

Export parameters refer to the criteria that you define in order to limit the integration process to a specific range of data.

For example, if you only need to transfer the Basic Information of employees to Resource Planning, you will need to go to the Configure Employee Options screen in Costpoint and perform the following:

  1. On the Options tab, select the Basic Information check box in the Employee Information group box and select other applicable settings for the employee basic information data that you want to process.
  2. On the Selection tab, specify the range of employee data that you want to transfer by using the Option, Start, and End fields for Employee information.
Note: In order to run these applications, you must be licensed for the Deltek Costpoint - Deltek Resource Planning Integration. Please confirm that your Costpoint and Deltek Resource Planning data are configured correctly before using this interface. If you have any questions or problems, contact Deltek's Application Integration Group or Deltek Technical Support.