Integrating with Microsoft Excel

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.

Use the links on this page to help you set up PM Compass integration with Microsoft Excel.

Prerequisites

• Step 1: Configure a Shared Report Template Directory in Cobra

• Step 2: Configure the Cobra Export Report in Cobra

• Step 3: Configure an Import File Integration Configuration in Cobra

• Step 4: Additional Spreadsheet Tabs

• Step 5: Set Up Workflow Type Configuration

Export Data

• Export Data from PM Compass

Import Data

• Import Spreadsheet Data into PM Compass

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