Import Project Budgets Business Processing

There are several people involved in the overall business process.

Definitions

Project Manager: Uses Project Planner to develop budget, forecast, and ETC data.
Data administrator: Exports data from Project Planner.
Costpoint staff: Runs Costpoint processes to import and update budget, forecast, and ETC tables.

Activity	Description
Importing into Costpoint	Data administrator — Provide input file to Costpoint staff. Costpoint staff.
Configure Interface Settings and Configure Project Planner Mapping Definitions screens.	Define source file definition, row inclusion and exclusion rules, row definitions, column definitions and mapping definitions.
Import Project Budgets screen.	Select appropriate input files. Select appropriate project option. Select appropriate interface setup definition. Provide runtime data inputs. Submit job to process server and review results of process server run or run interactively to review reports and import.
Processing within Costpoint after import.	Costpoint staff. Budgets and forecasts. Run the Update Project Total Budget screen to reflect detail provided. Run the Update Budget Report Tables screen and select Update in the Operation drop-down list.