Cobra Integration Wizard Configuration File Settings for a Spreadsheet Import

You can export time phased budget or forecast data to an Excel spreadsheet for editing, and then import budget or forecast data from a spreadsheet back into the Change Details view. You export the sandbox project data using a pre-configured Cobra report, make edits, and import the data as a new or changed amount.

To see the required integration file settings for an Excel spreadsheet import, see Step 3: Configure an Import File Integration Configuration in Cobra and review the other Microsoft Excel Integration topics for additional requirements.