Import Units Usage Files

Use this screen to upload your unit usage from an input file.

You can then post your units usage without accessing the Manage Unit Usage screen unless you choose to make a modification. The upload accommodates comma-separated value and fixed-length file formats. Document and posting information found on Manage Unit Usage is also available in this screen. A table window displays any errors found during the upload. This allows you to make adjustments to your input file and/or Costpoint and then execute the upload process again.

Use this screen to upload unit usage that is posted before billings are calculated and before service center allocations are computed.

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.

If you decide to use the first option, click in the Alt File Location field to select an alternate file location. If you choose the second option, leave the Alt File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

Note: The input file layout may contain fields that are available only in Costpoint Advanced. If you are using Costpoint Essentials, these fields are excluded from the import process and may be left blank or null when you create the input file.