Step-by-Step Procedures

  1. Create the comma-separated (.csv) files in the format defined by the input file layout. All file names must be defined as <TABLENAME.CSV>.  For example:  PROJ.CSV, PROJ_MOD.CSV, and PROJ_REV_SETUP.CSV will upload the Project Basic Information, Enter Project Modifications, and Revenue Info screens.

  2. Go to Import Project Information screen and upload the project information from the input file(s). Use the File Upload Manager to run the upload process.  The File Upload Manager Icon is located on the toolbar.

  3. If no errors are encountered, the system will display the following message and can proceed to step 6:  "No errors were found in the import file. Data is now available to print/import."

  4. If errors are encountered, the system will display the following message:  "There are errors in the input file. Data cannot be imported until all errors in the input file have been corrected."  Print and review the error report.

Note:  You can print the Project Preprocessor Error Report to a file in Rich Text Format (.RTF).  From the Import Project Information screen, select "Print Options" from the File menu, select the Print to File checkbox, and enter a path and filename with an extension of .rtf.  For example:  C:\WINDOWS\DESKTOP\ERRORS.RTF.

  1. Make corrections to the .csv file(s) and upload again.  Refer to the Error Messages section of this document for more information about the Error Messages.

  2. Repeat steps 3 and 4 until the upload process completes without errors.

  3. Print the Project Preprocessor Report and review the data that will be imported. If you need to make changes, repeat steps 3 and 4. Use the Print icon on the toolbar to print the Project Preprocessor Report.

Note:  You can print the Project Preprocessor Report to a file in Rich Text Format (.RTF).  From the Import Project Information screen, select "Print Options" from the File menu, select the Print to File checkbox, and enter a path and filename with an extension of .rtf.  For example:  C:\WINDOWS\DESKTOP\PROJPRE.RTF.

  1. Print the final Project Preprocessor Report and retain it for your records.

  2. Use the Action icon on the toolbar to import data after the Project Preprocessor Report is printed.  

  3. Go to the Miscellaneous Toolkits screen to view the following toolkits for all projects: Update Contract and Funded Values and Update Period of Performance.