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This help page will address a number of topics having to do with exporting time data from Unanet into Costpoint.
Topics covered on this help page include:
A Unanet to Deltek Costpoint Time Export template file has already been loaded into your Unanet system and customized to meet your Unanet and Deltek Costpoint configuration.
The Deltek Costpoint Timesheet Preprocessor has been installed.
Click on: Admin > Export > Blue Sideways Triangle next to the ’Unanet to Deltek Costpoint Time Export’ file (export file name may vary); select the appropriate criteria (Date Range, etc); Run Export.
Once the export is run, scroll to the bottom of the page and click: ’Download the file’.
Save the file (.txt format) in a location where you may find it later for import into Deltek Costpoint.
Login to your Deltek Costpoint system as an Administrator.
Import the .txt file into Deltek Costpoint by clicking on:
Others > Product Interfaces > Preprocessors > Timesheet Preprocessor
Once in the Costpoint Timesheet Preprocessor, select the Input File, Date Range, Accounting Period, and Options (as necessary):
Note: The Deltek Costpoint import navigation provided may be slightly different depending on the version of Deltek Costpoint you are running.
If any errors occur, Costpoint will produce the following report:
