Download Excel Template

Use the spreadsheet (Deltek_BP_Project_Budget_Template.xls), to enter project budget information in Excel. Afterward, you can save the template as an .XML file and upload it to the Import Budget From Spreadsheet App utility, where you can map the project IDs and resources to corresponding projects and resources in Budgeting & Planning.  

To download and use the Excel template, complete the following steps:

1. Open the Project area of Budgeting & Planning and select the Budget Development module.

2. Under Reports & Actions, click Actions » Import Budget from Spreadsheet App.  

3. In the B.P.U.5 - Import Budget From Spreadsheet App screen, select Microsoft Excel.

4. After the screen refreshes, click Overview.

5. In the Excel Spreadsheet Help dialog box, click Download.

6. Click Save to save the Excel template to your local computer.

7. Open the spreadsheet in Excel and enter the project data that you will later import into Budgeting & Planning.

Import Project Budget data from Excel.