Excel Template Subtask

To upload your data into the Import New Business Budgets from Excel utility, you must start by entering your budget into an Excel template formatted by Deltek for this purpose. A link to the template is available from the Excel Template subtask on the Import New Business Budget from Excel screen.

To download the Excel template:

1. Go to Planning » New Business Budgeting » Controls and Utilities » Import New Business Budgets from Excel to display the utility.

2. Click the Excel Template subtask link.

3. In the Excel Template subtask, copy the URL and paste it into a web browser.

4. Save the template to your specified location.

To finalize the template for use in the Import Budgets/EACs from Excel utility:

1. Enter the new business budget data in the spreadsheet.

2. In Excel, save the template as an .XML file type. If you are unfamiliar with this process, refer to the Excel online help.

To be uploaded within the Import New Business Budgets from Excel utility, the .xml file must be available in a pre-configured location within Costpoint, referred to as an Alternate File Location. When you save the template as an .xml file, you must either save it to the Alternate File Location, or copy it there using File Upload on the Process menu. If you do not know the Alternate File Location, check with your System Administrator.