Budget Import
Covers the instructions and templates to import project budget cost data for individual projects or Portfolio Level
1. Video You can check the video for a walkthrough on the Project Budget Add New Cost Item via CSV Import. 2. Project Budget Add New Cost Item via CSV ...
Fri, 27 Nov, 2020 at 5:58 PM
Project Budget Update Baseline Cost Item via CSV Import For projects in Planning phase (Pipeline Project), baseline budget cost items for past, current an...
Fri, 27 Nov, 2020 at 5:58 PM
Project Budget Update Forecast Cost Item via CSV Import For projects in Planning phase (Pipeline Project), baseline budget cost items for past, current an...
Fri, 27 Nov, 2020 at 5:59 PM
Project Budget Update Actual Cost Item via CSV Import Actual costs updates are inputted one month in arrears, based on actual financial data from the fina...
Fri, 27 Nov, 2020 at 5:59 PM
Project Budget Update Custom Cost Item via CSV import The custom budget data set allows customers to add custom budget data within projects and portfolios...
Fri, 27 Nov, 2020 at 6:00 PM
1. Video You can check the video for a walkthrough on the Homepage Navigation Guide 2. Project Budget Import CSV Process To import CSV file, Bud...
Fri, 27 Nov, 2020 at 6:01 PM
Project Budget Import CSV Template Below is an overview of the each of the budget fields available to be imported via a CSV file. Note 1: When selectin...
Tue, 19 Jan, 2021 at 2:41 PM
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: W...
Tue, 19 Jan, 2021 at 2:54 PM