Uploading Subcontract WB from CSV

Use the Enter Work Breakdown page to enter the budget after agreeing to a contract. If the WB is large, you can upload it via an Excel CSV file.

See Edit Work Breakdown as a Subcontractor for more about the Edit WB tab. The Breaking Out Subcontractor WB Manually topic explains how to enter the budget on the system by adding line items and adjusting amounts on the screen.

Tips

Use general formatting:

Each cell in the active area of the spreadsheet must contain a value.

Note: Download the example CSV file to use as a template for your Work Breakdown.

If you upload the file, you will not need to add each line individually. However, the CSV file must be formatted following the columns on the spreadsheet.

To upload a new WB on the Edit Work Breakdown page:

  1. Choose Download Example CSV File link to get a sample Excel file with proper formatting.
  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. Columns in the spreadsheet correlate with the columns on the Enter Work Breakdown page.
    • Column A (Phase Code/Item Number): A number used to sort line items in an WB
    • Column B (Phase Code/Item Code Description): Text describing the work or expense for the line item

      When you download the file, your item numbers will automatically populate the first column.

    • 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

      Note: Only enter a value in this column if your project uses Line Item Retention. Most projects in the Australasian region use Contract Level Retention. When projects use Contract Level Retention, retention information displays in a separate box near the top of the page instead of in the WB table.

    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. Select Browse…

    A file upload dialogue 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 the totals are correct and the WB is in balance.
  8. Choose Save Changes when the WB is complete and the totals are accurate.

    Note: The Working Totals should match the Totals.

    A Status page confirms the budget has been saved.

Tip

If the WB is out of balance, check the amounts. When you are in balance, the Working Totals should display in black and match the Totals under the WB Amount Column. Contact Oracle Support if you need help balancing your WB.