Importing Complete Estimates

MPM identifies each different combination of WBS ID, Resource Code, Resource Department, and Overtime as a unique estimate. If the same combination already exists in the project, the import records will replace the entire existing estimate. We recommend that you group records by WBS ID and Resource in the import file. If you enter records out of order, entries for the same WBS ID will overwrite the earlier entries.

Estimate imports must include one record (row) in the import file for each month to be imported, and the start and complete dates must include the widest range of all months being imported for that particular estimate. If your import includes more than one month, records should be created in order by date. When updating existing estimates, keep in mind that the entire current estimate is replaced with the new estimate being imported, regardless of the date range. For example, an existing estimate which spanned the months of January through December would be entirely deleted and replaced with an imported estimate even if the new estimate only covered January through February.

MPM burdens the monthly values supplied in the import file in the same manner as when they are entered in Integrated Planning. See Estimating the Project Baseline for details about this process.

MPM uses the rate table specified for the resource when calculating burdens. If you have set the Allow Rate Table Override field in the Project Maintenance window to on by placing a checkmark in the column, you can specify a different Rate Table in the import file. Otherwise, if the Rate Table Override field is blank and you specify a rate table in the import file, it is ignored.

MPM also uses the Burden Template specified for the resource when calculating burdens. If you have set the Allow Burden Template Override field in the Project Maintenance window to 'On' by placing a checkmark in the column, you can specify a different burden template in the import file. Otherwise, if the Burden Template Override field is blank and you specify a burden template in the import file, it is ignored.

When importing Baseline only, or Baseline and ETC values, Baseline is priced against the Baseline Rate Table and ETC is priced against the ETC Rate Table specified in the Project Maintenance window.

If the calendars are changed after an estimate is automatically spread, you must re-enter the estimates. Or you can export the estimates and then import them with the new dates.

If you include an estimate in the import file which matches an existing apportioned estimate, an error will result. Replan estimates cannot be imported.

Related Topics

Importing Estimates

Importing Partial Estimates

Estimates Import File