Import a CBS
Import a CBS into the application from a Microsoft Excel (.xls or .xlsx) file.
To import a CBS:
- In the object selector, select a project.
- In the sidebar, hover over Cost and Funds, and select Cost Sheet.
- On the Cost Sheet page, select the Actions menu, and then select Import.
- In the Import CBS dialog box, select Browse, select the file you want to import, and select Import.
Tips
- The segment definition specified in the spreadsheet must match the segment definition specified in the application.
Last Published Tuesday, May 21, 2024