How data is imported from Contract Management

You can import activity and cost information from Contract Management.

New Activities

Any document in Contract Management that is linked to an activity ID is imported. If the activity ID matches an ID in the project, the activity is updated. If activity IDs are assigned in Contract Management that do not match an activity ID in the project, a new activity is created.

All new activities are placed under the project’s root EPS node. The activities are assigned the default duration for new activities; they do not contain any dependencies.

Activity Codes dictionary

Global Activity Code: The Spec Section code is available to all projects in the enterprise.

Project Activity Codes: The Responsibility, Contracts, Bid Package, and Submittal Activity codes are imported at the project level. They are not available to all projects in the enterprise.

The Responsibility code is imported from the Contacts subsection of the Project Information section. The Abbreviation and Company Name columns are used as the code value and description, respectively.

The Contracts code is imported from the Contracts and Purchase Orders subsections of the Contract Information section. The No. and Description columns are used as the code value and description, respectively.

When you import the Submittal Activity code, the activity is assigned the code value Yes to indicate that the item is a submittal.

How Activity Codes are imported

If the code or value does not exist, the imported code or value is added to the dictionary.

If the code exists but the value does not, the value is added to the dictionary.

If the code and value exist, but the value assigned to the activity does not match the imported value, the value on the activity is overwritten.

If the activity does not exist, it is created.

Cost Accounts dictionary

Cost codes in Contract Management are imported to the Cost Accounts dictionary. The Cost Accounts dictionary is available to all projects in the enterprise. All items in the Cost Worksheet are imported as cost accounts and placed under a root node having the same name as the imported Contract Management project. The Cost Code and Title columns are imported as the Cost Account ID and Cost Account Name, respectively.

Cost information

Cost information from Contract Management is imported as Expenses for activities.

Notes

• For information about the tables and fields that are converted, see the ExpMappings9xandlater.pdf file located in the \Documentation\<language> folder of the physical media or download.
• Some data you import from Contract Management may impact manual future period assignment values.

  How? The following task information you can import from Contract Management may affect the spread of manual future period buckets:

  • Remaining Early Finish
  • Remaining Finish
  • Original Duration
  • Duration % Complete

If the duration of an activity with manual future period assignment buckets changes after importing data from Contract Management, one of the following will occur:

• For activities with a duration type of Fixed Duration & Units, the manual future period units are logically spread over the new duration of the activity.
• For activities with a duration type of Fixed Duration & Units/Time, the difference in units will be removed from, or added to, the last bucket.