Microsoft Excel File Format for Bulk Update Export/Import Process

The following applies to all business processes where BP records are exported using the Bulk Update option to a Microsoft Excel file (.xlsx). For more information on how to use bulk update, see Exporting BP Records Using Bulk Update From Business Process Log Node.

Note: Bulk Update is not currently supported for General Spends Classification of Cost BPs with Line item of CBS Code (both workflow and non-workflow) if breakdown rows exist in the referenced Schedule of Values (SOV).

When you select BPs using the Bulk Update menu options, the exported Excel file is saved using the following file formats:

For business processes containing only Main Form data, the file is saved in the default format: <BP Name>_MainForm.xlsx. For example, Warranty_MainForm.xlsx.
For business processes containing Main Form data and line item data, the file is saved in the default format: <BP Name>_MainForm_LineItems.xlsx. For example, Warranty_MainForm_LineItems.xlsx.

The exported/imported Excel file contains the following worksheets/tabs:

Instructions Worksheet

The Instructions worksheet is generated automatically. Depending on the type of business processes included in the Excel file, this worksheet describes how to use the Excel file to enter or update BP records and line item data.

Main Form Worksheet

The Main Form worksheet is generated automatically as the second worksheet in the Excel file. It is recommended to not rename or reorder this worksheet. The content of this worksheet is dependent on the types of BPs included in the export/import. It contains the Unifier data needed for updating existing BP records, and line items.

Each BP record is identified by read-only fields in the following order: Record ID and Record Number.
The following fields/data elements are also read-only: Record Status, Creator, Creation Date, Currency ID, Due Date, Status in WF, BP, Formula Data Elements and data elements that are set to auto-populate from the sum of all line items data elements from the Integration Validation Form.
The line item tab order is identical to the order in the selected records.
Custom date formats are honored.
The data elements with direction set as Input or Both are shown as fields in the exported Excel file.
The name of the worksheet is translated according to the user's language preference.

Additional Worksheets for each Line Item Tab

Each Line Item tab worksheet displays a list of line item records in the following format:

The line item records and the data elements of each tab are listed in the same order as displayed in the user interface.
Each line item record is identified by read-only fields in the following order: Record ID, Line Item ID, Record number, and Line No. These fields cannot be renamed, reordered, duplicated, or removed from the file.
The formula data elements and auto-populated data elements are read-only fields.
Worksheet names do not support the following special characters: \ / ? * : [ or ]

Codes and Descriptions Worksheet

The fields displayed in the Codes and Descriptions worksheet depends on the cost sheet. At a minimum, these include:

Cost Code: Displays cost codes available in the project cost sheet. It includes active cost codes and inactive cost codes with the entire hierarchy.
Cost Item: Displays the name of the item associated with the cost code.
Status: The status of the cost code at the time of the export. Valid values include: Active, and Inactive.

SOV Line Items Worksheet

An SOV Line Items worksheet, if generated, displays the following fields:

refiid (label of field): A list of contracts associated with the records in the Line Item worksheet.
Ref (label of uuu_sovlinum field): A list of all reference codes from the SOV sheet of the selected contract.
CBS Code: A range of CBS codes associated with the contract.
Commit Short Description: A short description of each commit.

Last Published Friday, April 11, 2025