The Importing Financials popup can be accessed from the tools symbol in the top right of the screen and selecting the ‘Import Financial Statuses’ option. It allows a user to load the financial status page of multiple projects from a spreadsheet.
Clicking the ‘Download Template’ button in top right will download an .xlsx file that will contain all the necessary column headers needed for a successful import of Financials data. Note: Do not fill in any of the ‘Variance’ columns, as the variance is calculated automatically when importing.
Once the necessary fields from the template have been filled in, save the file locally, click the ‘Choose file’ button from the popup and select the saved file.
The contents of the imported file will then be displayed in the popup, as shown in the below screenshot.
If there are any errors with the content of the file uploaded, then there will be a message displayed in the far right column called ‘Validation Issues’, stating the problem. All validation issues have to be addressed in the file itself, then reuploaded.
If there are no validation issues, click ‘Import All’ to import all the financial data from the grid into the plans specified. Click ‘Export Grid’ export the contents of the grid, including the Validation Issues column to Excel.
