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."

Parameter ID

Enter a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen.

When you save your record, all the selections made on the screen are stored with the parameter ID.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults..

Description

Enter a parameter description of up to 30 alphanumeric characters.

Parameter ID and Description are only required if Job Management will be used to run the process. Otherwise leave it blank.

Input File

Location

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

Name

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

Validation Options

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— Any period budget record that matches with the .xml file will be updated. While, unmatched period budget record will not be updated in the New Business Budget application.

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.

Upload Options

Import New Business Budget Record

From the drop-down list, select if you want to import All Records or only the Records with No Error.

Commit New Business Budget

Indicate if you want to commit the new business budget by choosing Yes or No from the drop-down list.

This also depends on the setting in Configuration Settings » Project » Import New Business Budgets from Excel Commit Flag Default.

Subtask

Excel Template