Download an Import Template for Importing Funds

Download a Microsoft Excel template to use when importing funds. The template contains standard fund fields that you can populate for new and existing funds, as well as all current configured fund fields.

In the object selector, select a workspace.
In the sidebar, select  Cost and Funds.
In the page selector, select Project Funds, if you've opened a project, or Fund Sources, if you've opened a workspace.
On the Project Funds or Fund Sources page, select the Actions  menu, and then select Download Import Template.

Tips

The import template is downloaded as a Microsoft Excel file with the default file name TasksImportTemplate.
The top two rows of the worksheet are required when importing funds from a spreadsheet. You can delete unused columns, but do not change the data in these rows.
Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.

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