Importing and Exporting Cost Sheet Data

You can import CBS detail information into a cost sheet manual entry column from a comma-delimited-value (CSV) file, such as a Microsoft Excel spreadsheet saved in CSV format.

Note: For information about internationalization and CSV files, see the Unifier Essentials General Administration Guide.

To import shell cost sheet information:

  1. In the shell cost sheet, from the File, select Import, and then choose one of the following:
    • Summary Budget:

      Summarizes the budget information.

    • CBS Details:

      Lists CBS codes and CBS details information for each.

    • Column Details:

      Summarizes column details for specific columns.

      For a shell level cost sheet, the following columns are available for import/export:

      - Assigned Budget

      - Yet To Buy

      - AFC

      - Shell Cost 1 to Shell Cost 100, for columns where the Entry Method is set to Manual Entry for either Direct entry into cell or Line Item content (either visible or hidden)

  2. Browse to the CSV file to import, select it, and click OK.

    Note the following:

Import Option

Rules

Summary Budget

The following rules apply when importing into the cost sheet:

  • Negative numbers are not allowed for budget distribution amount.
  • There is no check on import whether the total capital or expense budget was exceeded.

After the import is complete, return to the Budget Distribution page and save and lock the budget. After the budget is locked, the system performs the necessary check to determine if the total capital or expense budget has exceeded the original budget.

CBS Details

The following rules apply to the CBS details when importing into the cost sheet:

  • CBS details are updated, and new, valid CBS details are added in the order specified in the CSV file.
  • The complete CBS code, including the parent code, must be valid and in the correct order in the CSV file.

Column Details

The following rules apply to the column details when importing into the cost sheet:

  • This selection adds a column to the cost sheet and is usually done as part of the administration of the cost sheet.
  • For the Assigned Budget (or Budget Remaining Balance) column and Manual Entry column, all of the existing budget line items are deleted and replaced with the new budget line items defined in the CSV  file, even if the CSV file only provides a partial list of CBS codes.
  • Values in the Distributed Budget column are for reference only.

After you have constructed the cost sheet and distributed the budget, you can export specific cost sheet information, saving it to a local file system in a comma-separated-value (CSV) format.

To export shell cost sheet data:

  1. In the shell cost sheet, from the File, select Export, and then choose one of the following options.
    • Summary Cost Sheet:
      Creates a summary of all rows, columns, and data on the cost sheet.
    • Summary Budget:
      Creates a summary of the budget window information.
    • CBS Details:
      Lists all of the CBS codes on the cost sheet and the CBS details information for each.
    • Column Details:

      Creates a summary of column details for the selected column.

      For a shell level cost sheet, the following columns are available for import/export:

      - Assigned Budget

      - Yet To Buy

      - AFC

      - Shell Cost 1 to Shell Cost 100, for columns where the Entry Method is set to Manual Entry for either Direct entry into cell or Line Item content (either visible or hidden)

    The Summary Cost Sheet option only supports saving the structure for reference purposes. The other three exported files can be modified and then imported into a new or existing shell cost sheet.

  2. Read the confirmation message and click Yes to continue.

    You can open the file in a compatible program, such as Microsoft Excel, to review it before saving.

  3. Click Save and specify the location in which to save the CSV file.

    Note: If you open the CSV file, you will see that it contains notes regarding modifying the columns and data in the exported file for re-importing into a cost sheet. Follow the notes embedded in the CSV file for modifying columns and data in the exported file.

You can create Cost Based Structure (CBS) Codes in Cost Sheets.


Last Published Monday, April 14, 2025