Import Actuals

After you have downloaded a Microsoft Excel import template and adding the required data, you can import it.

To import an actuals template:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Cost and Funds, and select Actuals.
  3. On the Actuals page, select the Actions menu, and then select Import.
  4. In the Import Actuals dialog box, select Browse, select a file, and select Import.