to select the Alternate File Location where the .xml file is saved.Use the Import Budget/EACs from Excel utility to import budgets/EACs from an Excel file and then upload them to the Project Budgets/EACs application.
This topic provides descriptions of the screen fields. To learn more about the process for importing budgets/EAC from Excel, see "Import Budgets/EACs from Excel: Process Overview."
This setting provides validation options for handling any instances where a budget or EAC already exists.
From the If Project Budget/EAC 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 budget/EAC already exists an error will result.
No — If you select this option, proceed to If Budget/EAC Already Exists, do you want to ...
This drop-down list provides two options:
Overwrite entire Budget/EAC — For Budgets, 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 only a “Complete” or “Approved” version exists, the new version is created from the last committed version.
Append current and future periods — For Budgets, 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. For EACs, the current and future period EAC is updated by the .xml upload.
This setting provides pass/fail options if a budget or EAC 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.
Click to select the Alternate File Location where the .xml file is saved.
Enter, or use to select the budget .xml file for processing by Costpoint.
Click this button to upload and process the selected .xml file.