Import Funds from Microsoft Excel

You can import funds into the application from a Microsoft Excel (.xls or .xlsx) file. After downloading the import template, follow the instructions to create or update funds in the spreadsheet. You cannot update committed or completed funds. The import will fail if there are any invalid values in the spreadsheet. You can download the spreadsheet file to view and fix the errors indicated in the error column at the end of each worksheet, and then import the file again.

You must have sufficient privileges to perform this task.

To import funds from Microsoft Excel:

In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
From the  Main Menu, select  Cost and Funds.
In the page selector, select Project Funds, if you've opened a project, or Fund Sources, if you've opened a workspace.
On the Project Funds or Fund Sources page, select the Actions  menu, and then select Import.
In the Import Tasks dialog box, select  Browse, select a file, and select Import.

Next: Fund Fields