Exporting Progress Claim Codes

Users can export a claim codes file from the system. This allows users of large Work Breakdowns (WB) to assign codes in an Excel spreadsheet and import those codes back to the system. Once a file is imported, the codes are associated with the correct budget line and item number.

To export claim codes from the Grouping tab of the Assign Claim Codes page:

Select the Download new XLS file button.
A dialogue box displays the name of the file.
From the dialogue box, select the Open With Microsoft Excel (default) option, and select the OK button.
In the open file, ensure each Work Breakdown (WB) line of the project includes:
- Item Code
- Item Code Description
- Total Budget Amount
- Assigned Codes.
The file displays a column for each type of claim code set up in the project:
- Claim codes
- Handling codes
- Breakout codes.
  Missing an expected code type?
  - Make sure you set up the claim codes or breakout codes you need.
  - Remember, the ability to set up claim codes depends on which documents you chose under Document Settings when you chose your project settings.
    Contact Oracle Support if you need help with this setting.
Assign codes that are set up in the system:
- Claim codes
- Handling codes
- Breakout codes.

Tips

Do not add new codes (you must set up a code in the application before you can assign it).
Do not change the values in the Item Code, Item Code Description, or Total Budget Amount columns.

Next: Importing Progress Claim Codes