Costpoint Online Help

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Contents of the Import Project Budgets Screen

Use the fields and options to configure the Import Project Budgets 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.

Options

Input File

Field Description
Location

Enter the location of the input file you are importing. There are two ways to do this:

  • In the Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up in the Manage Alternate File Locations screen.
  • From the Global Menu, click Process > File Upload. On the File Upload Manager dialog box, click Browse and use the dialog box to select the file you want to import. If you select the Overwrite? check box, Costpoint will overwrite any file of the same name that already exists in the Costpoint database. Click Upload when you are finished. If you use this method, leave the Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
Name

Enter, or click to select, the name of the file to be imported.

Source Name

Enter, or click  to select, a source file definition that matches the input files you are processing. If, during the interface setup process, you choose to have any column values entered at runtime, these columns are displayed in the Runtime Input Values table. You must then enter values in these fields.

If the source name you have selected does NOT require any runtime input, go directly to the function (see the documentation ).

Load Mappings

Click this button to load saved mappings into the Runtime Input Values table.

Continue Processing of Valid Files

Select this check box if you want the process to continue when invalid files are found.

Continue Processing File When Invalid Records are Found

Select this check box to upload valid data even when invalid records are encountered.

Selection Range

Project

Field Description
Range

Use the drop-down list to select the range of projects to process. Valid options are:

  • All: Select this option to process all projects in the input file. This is the default option.
  • One: Select this option to process only those projects in the input files that match the value you enter in the Start field.
  • Range: Select this option to process only those projects within the input file that are within the Start field value and the End field value.
  • From Beginning: Select this option to process all projects in the input file starting at the beginning and ending with the value you enter in the End field.
  • To End: Select this option to process all projects in the input file starting with the value you enter in the Start field.
Start

Enter, or click to select, the starting project in the range you want to process.

End

Enter, or click to select, the ending project in the range you want to process.

Runtime Input Values

Use this table to enter values that must be provided at runtime, as determined in the Configure Interface Settings screen.

Field Description
Target Table Name

This non-editable field displays the Costpoint tables into which the project budget data is being imported.

Column Name

This non-editable field displays the column ID that is populated by the value being provided.

Column Description

This non-editable field displays a description for the column ID.

Value

Enter the value to be assigned to this column during the import process.