Import New Business Budgets from Excel

Use the Import New Business Budgets from Excel utility to import new business budgets from an Excel file and then upload them to the New Business Budgets application.

There is a prerequisite for the New Business Budget work breakdown structure (WBS) to already exist before budget data can be uploaded. You need to create the WBS ahead using the New Business Budgeting application before importing the budgets from excel. The import process will not create the WBS. See Create the Work Breakdown Structure for a New Business Budget for more information and instructions.

This topic provides descriptions of the screen fields. To learn more about the process for importing new business budgets from Excel, see "Import New Business Budget from Excel: Process Overview."

Screen Fields

If a New Business Budget already exists, do you want validations to create an error when Uploading File?

This setting provides validation options for handling any instances where a new business budget already exists.

From the If a New Business Budget already exists, do you want validations to create an error when Uploading File? drop-down list, choose one of the following options:

• Yes — If a new business budget already exists an error will result.

• No — If you select this option, proceed to If a New Business Budget already exists , do you want to ...  

If a New Business Budget already exists, do you want to ...

This drop-down list provides two options:

• Overwrite complete Budget — The budget for the entire period of performance, including past, current and future periods, will be overwritten by the XML uploaded file. Note, however, that if a “Complete” version exists, the new version is created from the last committed version.

• Overwrite budgeted periods in Template only— The current and future period Budget will be updated by the .xml upload. Prior Periods are not changed. If an .xml file is uploaded with Prior Period changes, then an error is created during validation.

This field is disabled if you select Yes from the If a New Business Budget already exists, do you want validations to create an error when Uploading File? drop-down list.

If Validation Finds an Error

This setting provides pass/fail options if a budget is found to already exist. From the drop-down list, choose one of the following options:

• Fail All - view items in error report — Choose this option to fail all rows if a single error is found and to generate an error report that displays which rows caused the failure.

• Upload Passes - view failed items in error report — Choose this option to upload rows that pass the validation and to generate an error report that shows which rows failed.

Location

Click to select the Alternate File Location where the .xml file is saved.

Name

Enter, or use to select the budget .xml file for processing by Costpoint.

Upload File

Click this button to upload and process the selected .xml file.

Subtasks

Upload Report

Error Report

Excel Template