Export and import Generic Cost Sheet data

To export Generic Cost Sheet data

1 In the Generic Cost Sheet, click the Export button.
2 Select the columns to export. These must be manual entry columns only. You can export columns from the current shell only, with the amounts displayed in the shell currency, and based on the display period.
3 Read the confirmation message and then click Yes to continue.
4 You may choose to open the file in a compatible program such as Microsoft Excel to review it before saving.
5 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 reimporting into a cost sheet. Follow the notes embedded in the CSV file for modifying columns and data in the exported file.

 

 

 

 


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