Portfolio Budget Import CSV Template
Below is an overview of the each of the Portfolio Budget fields available to be imported via a CSV file.
Note 1: When selecting options a) or b) if there is a mismatch of any data for existing items in the file, the import will assume a new item and add item.
Note 2: Change Request is only required when updating baseline monthly values.
Note 3: When choosing "Update Existing Items", Budget Name, Change Request, and Baseline/Forecast/Actual Opex can be updated. These are needed to be ticked in the Select Fields to Update dropdown list first before they can be mapped.
Field Names | Description | Mandatory Fields (Yes/No) | Format | ||
Overwrite Existing Items, Add New Items | Skip Existing Items, Add New Items | Update Existing Items | |||
Portfolio ID | Unique ID assigned to a portfolio. It can be either system generated or manually entered when project created | Yes | Yes | Yes | Assigned when portfolio is created. |
Budget ID | Each budget must have unique ID | Yes | Yes | Yes | Free text- max 50 characters |
Budget Name | Brief name of the Portfolio Budget | Yes | Yes | Yes | Free text – max 100 characters |
Baseline Portfolio Budget (A) | Total Baseline Portfolio Budget | Yes | Yes | N/A | Numeric no decimals |
| Change Request (B) | ID of approved Change Request for change in baseline funding | Yes | N/A | Yes | Numeric no decimals |
Baseline/ Forecast/ Actual Opex
| Identifies which field to be update in the budget module. E.g. Baseline, Forecast and/ or Actual | Yes | Yes | Yes | Numeric no decimals Include only fields being updated |