Import Budget/EACs from Excel: Process Overview
The following is an overview of the process for using this utility to upload budgets/EACs from Excel to the Project Budgets/EACs application.
For more detailed information, see field descriptions within this topic and the links to related subtasks at end of this topic.
- Related Topics:
- Step 1: Download and complete the Excel template
The template (available from the Excel Template subtask) includes column headings that correspond to fields within the Project Budgets/EACs application. - Step 2: Select and Validate the Input File
Use to select the .xml data for upload and processing. - Step 3: Select Processing Settings
In the Import Budget/EACs from Excel screen, you select settings for handling duplicate project budgets/EACs, as well as error report settings. - Step 4: Process the Parameter
After the parameter is saved, click the gear icon from the toolbar and select Validate Input File and Import Budget/EACs to process the parameter. - Step 5: Review Results
You can review the error report and the upload report after processing the saved parameter. - Step 6: Correct Errors and Rerun the Parameter
Using the generated report as a guide, you can make corrections to your original entries in the Excel template, and then re-run the saved parameter until you have successfully imported all budgets/EACs into the Project Budgets/EACs application.
Parent Topic: Contents of the Import Budget/EACs from Excel Screen