Import Project Master Data
Use this screen to import project and billing information from comma-separated file(s) into Costpoint.
There are two ways to work with input files in Costpoint:
- You can access the input file from the network by using Alternate File Locations.
- You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.
in the
Alternate File Location field to select an alternate file location. If you choose the second option, leave the
Alternate File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.
This application consists of two processes: Validate and Import. The Validate process reads information from the input file(s) and the default project(s) and performs the necessary validations. The input file(s) must be named [TABLE_NAME].csv.
The following is a list of the file names and their associated Costpoint menu screens that can be uploaded and imported into Costpoint. They are listed in the order in which the processing is done.
| File Name | Costpoint Screen Name |
|---|---|
| PROJ.CSV | Manage Project User Flow |
| PROJ_MOD.CSV | Manage Modifications |
| PROJ_REV_SETUP.CSV | Manage Revenue Information |
| PROJ_BILL_INFO.CSV | Manage Project Billing Information |
| PROJ_CUST_SETUP.CSV | Manage Project Billing Information - Customers subtask |
| PROJ_ORG_ACCT.CSV | Link Projects/Accounts/Organizations |
| PROJ_GOVT_CONTR.CSV | Manage Government Contract Information |
| PROJ_LAB_CAT.CSV | Link Project Labor Categories to Projects |
| PROJ_EMPL.CSV | Manage Employee Work Force |
| PROJ_VEND.CSV | Manage Vendor Work Force |
| PROJ_VEND_EMPL.CSV | Manage Vendor Employee Work Force |
| PROJ_EMPL_LAB_CAT.CSV | Manage Employee Work Force - Assign PLC to Employee Work Force subtask |
| PROJ_VEND_LAB_CAT.CSV | Manage Vendor Work Force - Assign PLC to Vendor Work Force subtask |
| PROJ_VEND_EMPL_PLC.CSV | Manage Vendor Employee Work Force - Assign PLC to Vendor Employee Work Force subtask |
| BILL_LAB_CAT.CSV | Manage Project Labor Categories (PLC) |
| PROJ_LAB_CAT_MAP.CSV | Link Project Labor Categories to Projects - Link GLC to Project PLC subtask |
| PROJ_LAB_CAT_RT_SC.CSV | Link Project Labor Category Rates to Projects |
| PROJ_EMPL_RT_SCH.CSV | Link PLC Rates to Employee/Vendor |
| LAB_CAT_RT_SCH.CSV | Manage Project Labor Categories (PLC) |
| TM_RT_ORDER.CSV | Manage Rate Sequence Orders |
| CEIL_DIR_CST.CSV | Manage Direct Cost Ceilings |
| CEIL_DIR_HRS.CSV | Manage Hour Ceilings |
| CEIL_BURDEN_CST.CSV | Manage Burden Cost Ceilings |
| EMPL_CEIL.CSV | Manage Employee Hour Ceilings |
| VEND_CEIL.CSV | Manage Vendor Hour Ceilings |
| PROJ_BILL_INFO_SCH.CSV | Manage Project Billing Information - Detail Levels subtask |
| OVRIDE_MLT_ON_DIR.CSV | Manage Multiplier Overrides |
| OVRIDE_FEE_ON_DIR.CSV | Manage Cost Fee Overrides |
| OVRIDE_FEE_ON_BURD.CSV | Manage Burden Fee Overrides |
| EMPL_PROJ_TS_DFLT.CSV | Manage Employee Project Timesheet Defaults |
| LAB_ACCT_GRP_DFLT.CSV | Manage Labor-Group Proj-Acct-Group Timesheet Defaults |
| EMPL_ACCT_GRP_DFLT.CSV | Manage Employee Proj-Acct-Group Timesheet Defaults |
| PROJ_TS_DFLT.CSV | Manage Project Timesheet Defaults |
| PROJ_WAWF_INFO.CSV | Manage Project iRAPT Information |
| PROJ_RPT_ID.CSV | Manage Alternate Projects |
| TOP_LVL_RPT.CSV | Manage Alternate Projects |
| PROJ_RPT_PROJ.CSV | Manage Alternate Projects - Selected Projects table window |
| PROJ_ROLE_USER.csv | Manage Project Roles |
If errors are found, information is displayed on the screen and you can print an error report. Once you have uploaded the information without errors, the Import Project Master Data Report is available for printing. The Import Project Master Data Report contains all project information to be imported. Review it extensively before proceeding with the Import process. Files are available for Import after all validations have passed and the Import Project Master Data Report has been printed. You can upload the same .csv file as many times as necessary, but you can import it only once.
Run this application whenever you need to validate and import project information into Costpoint. You use this screen extensively when initializing Costpoint.
See also the Step by Step Procedures and Input File Information.
Additional Tables Processed
Up to four new tables are now included in the upload process. These tables were added to the database to improve performance. No new .CSV files are required for them. The data inserted into the tables derives from existing .CSV files:
- PROJ_HIERARCHY: This table stores the all projects and their parent project number. This table derives from the PROJ.CSV file.
- PROJ_SRCE_PROJ: This table stores all projects and their source project number. The source project number is used for project labor category defaults and validations. This table derives from the PROJ.CSV file and/or the TM_RT_ORDER.CSV file.
- PROJ_INVC_PROJ: This table stores the billing level invoice project number and all children of the invoice project. This table derives from the PROJ_BILL_INFO.CSV file, which determines the invoice project number, and the PROJ.CSV file, which determines the child project numbers.
- PROJ_REV_PROJ: This table stores the revenue level project number and all children of the revenue project. This table derives from the PROJ_REV_SETUP.CSV file, which determines the revenue project number, and the PROJ.CSV file, which determines the child project numbers.
As of Version 6.1, you can include alternate project structures in your import. You can use alternate project structures to link multiple projects together or to create a view of one portion of a single project for reporting purposes only. Three tables are used: PROJ_RPT_ID, TOP_LVL_RPT, and PROJ_RPT_PROJ. If the alternate project structure already exists in the PROJ_RPT_ID and TOP_LVL_RPT tables, you can upload the PROJ_RPT_PROJ table alone.