1. Using Project Costing
  2. Import Assets

Import Assets

Use the Project Asset and Assignment Interface FBDI spreadsheet template to prepare asset and asset assignment data before loading and importing them into the application.

This spreadsheet contains the following worksheets:

  • Instructions and CSV Generation: Contains table-specific instructions, guidelines, sample data, and recommendations for preparing the data file for upload.

  • Project Assets: Enables you to import project asset details, such as project name, project number, project asset type, asset name, asset number, and so on.

    You can also use this spreadsheet to create project assets and associate them with existing Fixed Asset (FA) assets. Once you establish this relationship, you can capture and capitalize additional project asset costs tagged to the FA asset, and interface them into Fixed Assets.

  • Project Asset Assignments: Enables you to import project asset assignment details, such as project name, task name, task number, asset name, asset number, asset assignment level, and so on.

For more information about the Project Asset and Assignment Interface FBDI spreadsheet template, see the File-Based Data Import for Project Portfolio Management guide.

After you prepare the data in the Project Asset and Assignment Interface workbook, click the Generate CSV File button in the template to create the CSV files as a ZIP file.

You must now load the zipped data to destination interface tables using the Scheduled Processes page. There are two processes that you must run to perform this task:

  • Load Interface File for Import: Loads the interface files and prepares them for import.

  • Import Assets and Assignments: Imports the asset and assignment data from the interface files loaded in the previous step.

You must navigate to the Tools > Scheduled Processes page to perform tasks that follow.

Load Interface File for Import

  1. In the Scheduled Processes page, click Schedule New Process.

  2. Enter Load Interface File for Import as the Name of the process and click OK.

  3. Under Process Details, enter Import Asset and Assignments Process as the Import Process and upload or select the zipped CSV files containing the assets and asset assignments that you want to import.

  4. Click Submit. The application now loads asset and asset assignment data from the CSV files, and you can see the progress of your import until it succeeds.

Import Assets and Assignments

  1. In the Scheduled Processes page, click Schedule New Process.

  2. Enter Import Asset and Asset Lines as the Name of the process and click OK.

  3. Under Process Details, you can optionally specify the following parameters. Leaving these values blank will import assets and asset assignments for all projects contained in the CSV worksheet.

    • Batch Name: User-entered name for a grouping of assets and asset assignments in the interface table.

    • From Project Number: The first project number in the range of projects whose assets and asset assignments you want to import.

    • To Project Number: The first project number in the range of projects whose assets and asset assignments you want to import.

    • Generate Report: Select Summary to generate only a summary of the statistics, or Detail to generate a report that contains all the errors generated during import, and offers suggestions on how to fix the errors.

  4. Click Submit. The application now imports asset and asset assignment data from the loaded import files, and you can see the progress of your import until it succeeds.

Import Assets Report

The Import Assets Report contains the output of the Import Assets process. The report includes a detailed message for each row that is successfully imported and for rows with errors that were not imported. The report displays the processing errors, warnings, and exceptions encountered during the import process.

Review the processing errors, warnings, and exceptions for the projects and fix the issues in your data. Once you have updated your transaction data, click the Generate CSV File button again to create the updated ZIP files. Reload the updated data to the interface tables and resubmit the Import Projects process.

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