Uploading New WB from CSV

If the WB is too large to enter by hand, you can upload it as an Excel CSV file on the Enter Work Breakdown page. If you upload the file, you will not need to add each line individually. However, the CSV file must be formatted to match the system's default formatting.

Note: If you don't know the proper formatting, download the example CSV file.

See Breaking Out the WB Manually to enter the budget on the system by adding line items and adjusting amounts on the Edit WB page.

When formatting a CSV:

See Choose Project Settings for more about project settings.
See Work Breakdown Fields Overview for Head Contractors for more about the Edit WB tab.

To upload a new Work Breakdown:

  1. Select the Download Example CSV File link to save a properly formatted template.
  2. Use the sample CSV file as a formatting guide. Either enter budget details directly into the sample file, or modify an existing Excel spreadsheet to match the format of the sample file.

    The first row of the spreadsheet shows the heading for each field. each subsequent row must include values for the following columns:

    • Column A (Item Code): A number used to sort line items in an WB
    • Column B (Item Code Description): Text describing the work or expense for the line item
    • Column C (Budget Amount): The amount of money budgeted for the line item
    • Column D (Billing Adjustment): An amount entered to account for previous, off-system billings for the line item
    • Column E (Retention Adjustment): An amount entered to account for retention held from previous, off-system billings for the line item.

    Projects with special budgets should also include:

    • Column F (Special Budget): An alternative budget tracked on the system
    • Column G (Special Budget Changes): Changes made to the alternative budget.

    Projects with unit billing may also include:

    • Column H (Unit of Measure): The way quantities are measured
    • Column I (Unit Price): The cost of each unit
    • Column J (Unit Quantity): The amount of units budgeted for the line item.

      Note: Columns H through J only display if a project uses the Display Units project setting.

  3. Save the file to your computer.
  4. On the Work Breakdown page, select Browse…

    A File Upload dialog box appears.

  5. Choose your budget .CSV file.

    The file name displays next to the Upload New from CSV button.

  6. Select Upload New from CSV.

    The spreadsheet lines should display in the Edit WB tab.

  7. Verify your totals are correct and the WB is in balance.

    If your WB is out of balance, check the amounts you entered. call Oracle Support if you need help balancing your WB.

  8. Select the Save Changes button when the WB is complete and your totals are accurate.

    Note: The Working Totals should match the Totals.

    A Status page confirms the changes have been saved.