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"
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    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

Integration Screens

GovWin Capture Management integration applications consist of the following screens which you can access by going to Administration > System Administration > System Administration Interfaces.

Transfer GovWin Capture Management Data

Use the Transfer GovWin Capture Management Data screen to import/export Lookup, organization, employee, customer/client, project, vendor, and project data from Costpoint to GovWin Capture Management using Capture Management web services. From this screen, you can select which objects to include in the integration process.

Configure Customer Options

Use the Configure Customer Options screen to define export parameters for customer, customer address, and customer contact information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. Customer information is established on the Manage Customers screen in Costpoint Accounting.

Configure Employee Options

Use the Configure Employee Options screen to define export parameters for employee information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. General employee information is established on the Manage Employee Information screen in Costpoint People.

Configure Organization Options

Use the Configure Organization Options screen to define export parameters for organization information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. Organization information is maintained in the applications in the Organizations menu in Costpoint General Ledger.

Configure Project Options

Use the Configure Project Options screen to define export parameters for project information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. General project information is established on the Manage Project User Flow screen in Costpoint Projects where you can also assign an owning Organization and project type to each project record.

Configure Vendor Options

Use the Configure Vendor Options screen to define export parameters for vendor, vendor address, and vendor contact address information. The integration process will use these parameters to download this information from Costpoint into GovWin Capture Management. Vendor information is established on the Manage Vendors screen in Costpoint Accounting.

Manage Project Level Mapping

Use the Manage Project Level Mapping screen to map Costpoint project levels by top-level project ID to Work Breakdown Structures (WBS) levels in GovWin Capture Management (WBS1, WBS2, and WBS3). Depending upon the structure of your projects within Costpoint and how those structures relate to your use of GovWin Capture Management, you may be able to set up a limited number of mapping records and use the default mapping feature when transferring data.