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Part 6: Exchanging Contract Manager Module Data
Setting Up Project Management Module Schedules for Use with the Contract Manager module If you use the Contract Manager module and the Project Management module, you can exchange project data between the products in the way that works best for your organization. This section suggests steps for setting up projects to benefit from the interchange. Management checklist Setting up a smooth export/import process between the Contract Manager module and the Project Management module requires some initial planning. The owner, construction manager, or other person responsible for managing contracts should work with the Project Management module project controls coordinator to build the schedule and standardize the procedures used to create and update projects. You can import Contract Manager module data into Project Management module 3.5x, 4.0, 4.1, and 5.0.
The Project Management module project controls coordinator should perform the following steps before importing Contract Manager module data: 1 If you plan to export requisition data to update costs in the Project Management module project, specify two decimal places for calculations in the Project Management module project for compatibility with the Contract Manager module schedule of values cost. 2 When assigning cost codes to activities in the Project Management module project, do not assign resources to activities for which you plan to update costs. The costs are exchanged as expenses rather than resources. Also, make sure the cost codes are the same as those being used in the Contract Manager module database from which you are exporting data. Cost codes exchanged between the Project Management module project and the Contract Manager module should be no longer than 30 characters. The Contract Manager module exports one cost account code and corresponding distribution amount per document but will not recognize the cost code for activities with an assigned resource associated with their cost code.