Importing Data from CAS to Civil Rights & Labor

You can import data from CAS from any page in the system by selecting Execute System Interface from the Actions menu on the Menu Bar.

There are two processes for retrieving data from CAS:

• Import from CAS adds any new contracts from CAS to the system and updates all existing Civil Rights & Labor contracts with new information, or

• Update from CAS imports new information for selected (existing) Civil Rights & Labor contracts only.

Import from CAS

This interface inserts new contracts from CAS into Civil Rights & Labor and updates existing Civil Rights & Labor contracts with CAS information.

To import data from CAS, select Execute System Interface from the Actions menu on the Menu Bar. For more information about executing this interface, see Executing System Interfaces.

In parameter settings, you can specify how much information to import:

• The Import Only Contracts With an Award Date On Or After the Last Import check box is selected by default. To import all contracts, clear this check box.

• If you want to import only the contract information that was added since a specific date, enter the date in the Award Date field. This entry overrides the value in the above check box.

The system generates a log file containing a summary of the information that was successfully imported and any errors that occurred. The log file is saved in the database as an attachment, with the default name IMPORTFROMCAS.LOG. For information about how to view process log files, see Viewing Process History.

Update from CAS

This interface updates existing contracts and associated (child) records with information from CAS based on contracts selected. This interface only updates selected contracts; it does not add new contracts.

To import data from CAS, select Execute System Interface from the Actions menu on the Menu Bar. For more information on executing this interface, see Executing System Interfaces.

Imported Data

The import processes from CAS retrieve the following contract information:

• Projects and categories are imported.

• Contract data at the project and item level are imported as follows:

• The Contract Spec Book and Unit System are taken from the first CAS Contract Project.

• Instead of maintaining and importing contract project items, Civil Rights & Labor maintains and imports contract items. Currently, subcontract items, contractor payment items, and subcontractor payment items are maintained at the contract level.

• All CAS project items where proposal line numbers (PROJITEM.piprline) are equal are combined into one Civil Rights & Labor contract item. This includes a contract rolled up view of Unit Price, Quantity, Net Change Order Quantity, and Quantity Paid to Date.

• The Supplemental Description included in the transitioned contract and contract project items will not be changed by the import/update processes if the values are changed in CAS (all other records except Supplemental Description will be updated). If the items are added in CAS by change order, the Supplemental Description will be imported.

• Estimate data from CAS is imported into the Civil Rights & Labor Construction Contract Payment table.

• A CAS voucher must have a status of C (for complete) to be loaded.

• For CAS voucher data imported, the system creates one contract payment per voucher date in the contract.

• The Estimate Number is imported as an incremented number, ordered by CAS voucher date.

• Subcontract and subcontract item data from CAS is imported into the Civil Rights & Labor Construction Contract Subcontract and Subcontract Item tables.

• Subcontracts will only import if Subcontract Date (Subcont.scdate) is not NULL.

• Fields imported from CAS are, in most cases read-only.

• Values can be modified in agency fields and generic fields after import.