to select the Alternate File Location where the .xml data 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."
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..
Enter a parameter description of up to 30 alphanumeric characters.
Click to select the Alternate File Location where the .xml data is saved.
Enter, or use to select the budget .xml data for processing by Costpoint.
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 working 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 data upload. Prior Periods are not changed. If an .xml data 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 data 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.
From the drop-down list, select if you want to import All Records or only the Records with No Error.
Indicate if you want to commit the Budget/EAC by choosing Yes or No from the drop-down list.
This also depends on the setting in Configuration Settings » Project » Import Budget/EACs from Excel Commit Flag Default.