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.
The completed template must be saved in .xml data format.
Note: If you are unfamiliar with saving in the .xml data, see the Excel online help.
If you are a System Administrator and have not yet configured Costpoint to accept this format, add the .xml data format to the File Upload Limits table of the screen.