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

Contents of the Transfer Talent Management Data Screen

Use the fields and options to configure the Transfer Talent Management Data 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.

Integration Process Log

Field Description
Log File Location

Enter, or click to select, the location of the process log file.

Import

Field Description
Employees

Select this check box to import new and rehired employees from Deltek Talent Management.

Append Country Code to State Code for User Addresses Using Select this check box to import the country code for employee addresses. The country code will be prefixed to the state/province code with a dash. For example, USA-NY.
Country Code Type

From the drop-down list, select the format of the country code in Deltek Talent Management. Valid options are:

  • ISO2 Country Code
  • ISO3 Country Code
  • Costpoint Country Code

This format will be used for the country code prefix.

Exclude US Addresses Select this check box to exclude the country codes from the import for employees with U.S. addresses. U.S. addresses will not have the prefix.
Log Employee Import Transactions

Select this check box to record employee import transactions in the process log file.

Employee Skills Select this check box to import employee skills table data from Deltek Talent Management.
Log Employee Skills Import Transactions Select this check box to record employee skills import transactions in the process log file.
Exclude Employees with Future Hire Dates Select this check box to exclude employees with hire dates that are later than the import date.

Export

Field Description
Changes since last export

Select this check box to include only changes since the last export. If this check box is not selected, a full export of the selected Costpoint values (employees, organizations/HR organizations, jobs, job templates, and/or labor locations) will be exported.

Employee Data

Field Description
Employees

Select this check box to include employees in the export to Deltek Talent Management. Only employees with changes since the last export will be included if the Changes since last export check box is selected.

Only employees with hire dates that are less than or equal to the system date will be exported.

Log Employee Export Transactions

Select this check box to record employee export transactions in the process log file.

Employee Skills Select this check box to export employee skills table data to Deltek Talent Management.
Log Employee Skills Export Transactions Select this check box to record employee skills export transactions in the process log file.
Exclude Employees with Termination Dates before <Threshold Date>

Select this check box to exclude employees that have a termination date prior to the date you specify on the screen. This is intended to be used only for full export of employees or you are not running the export with the Changes since last export check box selected. This check box will only be available if the Changes since last export check box is not selected and the Export - Employees check box is selected. If selected, enter a value in the unlabeled Threshold Date field.

Threshold Date

In this unlabeled field, enter, or click to select, the threshold date at which employee’s with termination dates less than the specified date will not be included in the export to Deltek Talent Management. This is intended to be used only for full export of employees or if you are not running the export with the Changes since last export check box selected. This check box will only be available if the Changes since last export check box is not selected and the Export - Employees and Exclude Employees with Termination Dates before <Threshold Date> check boxes are selected. If Exclude Employees with Termination Dates before <Threshold Date> is selected, enter a date in this field.

Table Data

Field Description
Organizations

Select this check box to include organizations in the export to Deltek Talent Management. Only organizations with changes since the last export will be included if the Changes since last export check box is selected.

Log Organization Export Transactions

Select this check box to record organization export transactions in the process log file.

Job Templates

Select this check box to include job templates in the export to Deltek Talent Management. In order for Costpoint to provide a more complete employee-setup data for a new employee, a Job Template should be set up in Costpoint and tied to the employee in Deltek Talent Management. When that new employee is imported into Costpoint, the Job Template ID will be used to determine missing employee data. Only job templates with changes since the last export will be included if the Changes since last export check box is selected.

Exclude 'Filled' Status Select this check box to exclude job templates/requisitions that have a status of Filled on the Requisition Details tab of the Manage Job Templates screen.
Exclude 'Rejected' Status Select this check box to exclude job templates/ requisitions that have a status of Rejected on the Requisition Details tab of the Manage Job Templates screen.
Log Job Template Export Transactions

Select this check box to record job template export transactions in the process log file.

Detail Job Titles

Select this check box to include Detail Job Titles in the export to Deltek Talent Management. These are referred to as Jobs Profiles in Deltek Talent Management. Only Detail Job Titles with changes since the last export will be included if the Changes since last export check box is selected.

Log Detail Job Title Export Transactions

Select this check box to record detail job title export transactions in the process log file.

Labor Locations

Select this check box to include labor locations in the export to Deltek Talent Management. Only labor locations with changes since the last export will be included if the Changes since last export check box is selected.

Log Job Templates Export Transactions

Select this check box to record labor location export transactions in the process log file.

Project Teams Select this check box to export project team data to Deltek Talent Management.
Log Project Team Export Transactions Select this check box to record project team export transactions in the process log file.
Skills Select this check box to include skill codes and descriptions in the export to Deltek Talent Management.
Log Skills Export Transactions Select this check box to record skills data export transactions in the process log file.