Import Cost Data from a .csv File

Use the Cost Data Import wizard to import cost data from a .csv data file.

Note: In order to import cost data from Cobra, the Deltek Cobra / Cost Data and WAD option on the Platforms (Deltek) page of the Deltek Acumen Options dialog box must be selected.

The Acumen installation includes a comma separated values (.csv) template file called CSV Template.csv and some sample EVAS files that are located in the Acumen > EVAS Samples folder. For more information about the file structure that you need to use when you import data from a .csv file, see Cost Data CSV Structure

To import cost data from a .csv data file:

  1. On the S1 // Projects tab, do one of the following:
    • In the Projects pane, right-click on the project and select Import Cost Data.
    • In the Get External Data From menu group, click Cost Data > Cost Data.
  2. On the first page of the Cost Data Import wizard, select Import cost data from: Cost Data CSV and click Next.
  3. Browse to and select a cost data file. The file that you import must have a .csv extension.
  4. Select the WBS, OBS, Work Package, and Control Account fields that map to the cost data.
    1. WBS/OBS — Select the fields that map to the cost data.
    2. Use WBS and OBS as Control Account Keys — If this check box is selected, the activity maps to a work package if the Work Package, WBS, and OBS fields all match. If the check box is not selected, the activity maps to a work package if the Work Package fields match, and the control account key fields match to the control account ID.
    3. Work Package — Select the field that maps to the cost data.
    4. Control Account — Select the field that maps to the cost data.
  5. Click Finish.