Importing and Exporting Cost Sheet Data

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Importing and Exporting Cost Sheet Data

Export project or shell cost sheet data

Once you have constructed the cost sheet and distributed the budget, you can export specific cost sheet information, saving it to a local file system in a comma-separated-value (CSV) format.

To export project or shell cost sheet data

In the project or shell cost sheet, select File > Export and then choose one of the following options.

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Summary Cost Sheet: Creates a summary of all rows, columns, and data on the cost sheet.

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Summary Budget: Creates a summary of the budget window information.

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WBS Details: Lists all of the WBS codes on the cost sheet and the WBS details information for each.

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Column Details: Creates a summary of column details for the selected column (formula and manual entry columns only).

The Summary Cost Sheet option only supports saving the structure for reference purposes. The other three exported files can be modified and then imported into a new or existing project or shell cost sheet.

Read the confirmation message and click Yes to continue.

You can open the file in a compatible program, such as Microsoft Excel, to review it before saving.

Click Save and specify the location in which to save the CSV file.

Note: If you open the CSV file, you will see that it contains notes regarding modifying the columns and data in the exported file for re-importing into a cost sheet. Follow the notes embedded in the CSV file for modifying columns and data in the exported file.

Import project or shell cost sheet data

You can import WBS detail information into a cost sheet manual entry column from a comma-delimited-value (CSV) file, such as a Microsoft Excel spreadsheet saved in CSV format.

To import project or shell cost sheet information

In the project or shell cost sheet, click File > Import and then choose one of the following:

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Summary Budget: Summarizes the budget information.

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WBS Details: Lists WBS codes and WBS details information for each.

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Column Details: Summarizes column details for specific columns (formula and manual entry columns only).

Browse to the CSV file to import, select it, and click OK.

Note the following:

Import Option

Rules

Summary Budget

The following rules apply when importing into the cost sheet:

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Negative numbers are not allowed for budget distribution amount.

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New WBS codes cannot be imported.

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There is no check on import whether the total capital or expense budget was exceeded.

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After the import is completed, return to the Budget Distribution page and save and lock the budget. Once the budget is locked, the system performs the necessary check to determine if the total capital or expense budget has exceeded the original budget.

WBS Details

The following rules apply to the WBS details when importing into the cost sheet:

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WBS details are updated, and new, valid WBS details are added in the order specified in the CSV file.

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The complete WBS code, including the parent code, must be valid and in the correct order in the CSV file.

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New WBS codes cannot be imported.

Column Details

The following rules apply to the column details when importing into the cost sheet:

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This selection adds a column to the cost sheet and is usually done as part of the administration of the cost sheet.

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For the Assigned Budget (or Budget Remaining Balance) column and Manual Entry column, all of the existing budget line items are deleted and replaced with the new budget line items defined in the CSV file, even if the CSV file only provides a partial list of WBS codes.

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Values in the Distributed Budget column are for reference only.

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