Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Import CSSR Budgets Screen

Use the fields and options to configure the Import CSSR 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

Use this group box to select the file that you want to upload. The file must be in fixed-length format and carry a ".dat" suffix. After successfully completing the upload, you can review or modify this file on the Manage CSSR Budgets screen.

Field Description
File Location

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

  • In the File Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up on the Manage Alternate File Locations screen.

    or

  • 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 File Location field blank.
Attention: For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
File Name

Enter, or click to select, the name of the file you want to import.

Process

Click to start the upload process. If errors in the upload file are found, the process produces an error report upon completion and creates a file with a suffix of ".err" in the same directory from which the budget file was uploaded. Uploads that execute without error do not produce a report. Rows with no errors successfully upload; therefore, a file is not entirely rejected because of one row.