1. Import Project Level Budget Items on Portfolio

 

To import CSV file, Budget Module Approver access must be granted.

 

Before commencing to import bulk budget financial data, ensure the CSV file has been created with all mandatory fields populated based on Portfolio, Project Status and financial data to be populated.


1. To Import Project Level Budget items in the Portfolio, click on ‘Update Cost’ icon in the top right-hand corner to navigate to Budget – CSV Import Details page. 

2. In the Budget - CSV Import Details page:
  • Select ‘Budget Import Type’ to be Project Budget Import from the drop down list.
  • Attach the CSV file to the ‘Attachment’ field.
  • Select the relevant ‘Existing Data Handling type’ as detailed below:
    • Overwrite Existing Items, Add New Items – update existing data and add new items.
    • Skip Existing Items, Add New Items – no updates to existing date, add new items.
    • Update Existing Items - update existing data only (recommended when updating Forecast/Actual fields only).
  • Select ‘Cost Data (first column)’: First month cost data is to be entered.A drop down list will appear with data from the attached file.



3. Once done, click the Next button. The CSV Import Mapping section will then appear to map the Focus HQ Field Names to the CSV Field names.  

Select the Saved Mapping template in the top right-hand corner, (default PFHQ Budget Module Mapping). If the field names are identical, the CSV field will be mapped automatically. If the CSV field is not identical, select the relevant field from the drop-down list. Once mapped, select Import.


4. ‘CSV Uploaded Successfully’ table will appear if no errors. If any errors appear, refer to this page for error handling steps. 


2. Import Portfolio Level Budget Items on Portfolio


1. To Import Portfolio Level Budget items in the Portfolio, click on ‘Update Cost’ icon in the top right-hand corner to navigate to Budget – CSV Import Details page. 

2. In the Budget - CSV Import Details page:
  • Select ‘Budget Import Type’ to be Portfolio Budget Import from the drop down list.
  • Attach the CSV file to the ‘Attachment’ field.
  • Select the relevant ‘Existing Data Handling type’ as detailed below:
    • Overwrite Existing Items, Add New Items – update existing data and add new items.
    • Skip Existing Items, Add New Items – no updates to existing date, add new items.
    • Update Existing Items - update existing data only (recommended when updating Forecast/Actual fields only).
  • Select ‘Cost Data (first column)’: First month cost data is to be entered. A drop down list will appear with data from the attached file.



3. Once done, click the Next button. The CSV Import Mapping section will then appear to map the Focus HQ Field Names to the CSV Field names.  

Select the Saved Mapping template in the top right-hand corner, (default PFHQ Portfolio Budget Module Mapping). If the field names are identical, the CSV field will be mapped automatically. If the CSV field is not identical, select the relevant field from the drop-down list. Once mapped, select Import.


4. ‘CSV Uploaded Successfully’ table will appear if no errors. If any errors appear, refer to this page for error handling steps.