Submitting XML and Excel. Cost Reports

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1 Submitting XML and Excel Cost Reports CSDR Submit-Review Submitter Training July 1, 2014 April 5, 2011

2 Submitter Training The following slides provide step-by-step screenshots to illustrate the actions performed by Submitters in the CSDR Submit-Review: Accessing the CSDR Submit-Review Submitting XML Cost Report Files Submitting Excel Cost Report Files 2

3 Accessing the Submit-Review The CSDR Submit-Review application is located on the Knowledge Portal Home page. 3

4 Upload Home The CSDR Submit-Review s Upload Home page is where Submitters go to upload their required Cost and Software Data Report (CSDR) submissions. To begin a submission, click on the Upload link for the required submission event. 4

5 Submitting XML Files 5

6 Step 1: Submission Info Submitter inputs report As of date Submitter confirms POC Info is correct 6

7 Step 2: Upload Files Submitter selects file, selects File Type, and clicks Upload 7

8 Step 3: Validate and Create Data Report Submitter ensures that the correct files are listed in the drop-down menu Submitter checks Group Reports & View Data, enters the name of the submission for Name Data Set, then clicks Validate Submitter should review the cpet Validation Error Report before moving forward Submitters must generate CCDR Data Report prior to submitting reports If the submission event requires multiple sets of 1921, , and reports, a CCDR Report must be generated for each data set. For example, the report names could be: Variant 1 and Variant 2 8

9 Step 4: View Data Report Submitter clicks View Data Report to review Header Data, 1921 Cost Data, Cost Data, and Cost Data to ensure their XML data will be viewed accurately 9

10 Step 4: View Data Report, cont. Submitters should look for instances of missing or partial data on the 1921, , and Cost Reports and correct the files prior to submission 10

11 Step 5: Review and Submit Once the 1921, , and reports have been validated, the CCDR Report has been generated, and the Submitter has reviewed their Data Report, then the user clicks Submit to finalize the submission 11

12 Submitting Excel Files 12

13 Step 1: Submission Info Submitter inputs report As of date Submitter confirms POC Info is correct 13

14 Step 2: Upload Files Submitter selects file, selects File Type, and clicks Upload 14

Step 3: Validate and Create Data Report Submitter ensures that the correct files are listed in the drop-down menu Submitter checks Group Reports & View Data, enters the name of the submission for

15 Step 3: Validate and Create Data Report Submitter ensures that the correct files are listed in the drop-down menu Submitter checks Group Reports & View Data, enters the name of the submission for Name Data Set, then clicks Validate Submitters must generate CCDR Data Report prior to submitting reports If the submission event requires multiple sets of 1921, , and reports, a CCDR Report must be generated for each data set. For example, the report names could be: Variant 1 and Variant 2 Submitter should review the cpet Validation Error Report and Visual Validation Files before moving forward 15

16 Step 3: Validate and Create Data Report, cont. cpet Error Report 1921 Conversion Results Conversion Results Conversion Results 16

17 Step 4: View Data Report Submitter clicks View Data Report to review Header Data, 1921 Cost Data, Cost Data, and Cost Data to ensure their data converted to XML will be viewed accurately 17

18 Step 4: View Data Report, cont. Submitters should look for instances of missing or partial data on the 1921, , and Cost Reports and correct the files prior to submission 18

19 Step 5: Review and Submit Once the 1921, , and reports have been validated, the CCDR Report has been generated, and the Submitter has reviewed their Data Report, then the user clicks Submit to finalize the submission 19

Defense Cost and Research Center

Defense Cost and Research Center CSDR Submit-Review Website Submitter Guide 8/1/2014 1 Submitter Training The following document provides step-by-step screenshots to illustrate the major actions performed