Download an Import Template for Importing Budget Scenario Data

Download a pre-formatted Microsoft Excel template to use when importing budget scenario data. After you download the template, enter the name and ID of each project in the scenario, and then enter budget scenario details, including selected state, total cost, and spread cost data. When you are finished, you can import the updated template to create the data in Oracle Primavera Cloud.

To download an import template:

In the object selector, select a portfolio.
In the sidebar, hover over  Cost and Funds, and select Budget Planning.
Select Actions , and then select Download Import Template.
Note: This option is only available if the current scenario is In Planning.

Tips

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

Next: Import Budget Scenario Data from Microsoft Excel