Import Data Using a Template

Prerequisites

  • Create the import data template you intend to use. See Create an Import Template. Templates for importing data are project specific.
  • The data file is available to import into your project. This is typically a defined file with data exported from another system. You will need to know where this file is located so you can select it.
  • Advance the Calendar to the current reporting period before you import the current actual costs or update the estimate to complete data.
  1. Select Home > Earned Value in the Navigation Menu. The main EVMax window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu.
  3. Click Import in the Ribbon Menu, select Actuals, and then select Template. A separate Import Template Entry window opens. The Data tab window displays.
  4. Click on the Import Template [Select] dropdown and select the template you want from the list. The template auto populates the column headings in the Data tab window (row 1).
  5. Click on the File to Import ellipsis button to navigate to the file you want to import.
  6. Select the file and click Open. The data from the import file populates the rows in the Data tab window.
  7. Click Save. An Actuals dialog box displays.
  8. The Period dropdown date is automatically set to the current reporting period.
  9. Select Actual from the Cost Code dropdown.
  10. Click the Cum to Date check box when the actual costs you are importing are cumulative to date values. Leave it unchecked when you are importing values for the current reporting period.
  11. Click Import.

  12. Review the applicable WBS elements with the imported data in the main EVMax window.

    Tips:

    Estimated costs can be also imported the same way you import actual costs. Instead of selecting Actual from the Cost Code dropdown, select the cost code you have defined for the estimated costs. See Add Estimated Costs Cost Code.

    Should you identify an error in the actual costs you just imported, you can clear the current period actual costs (see Remove Current Actual Costs), fix the errors in the import data file, and import your data again. If you also imported any estimated actuals, they are also cleared.

  1. Select Home > Earned Value in the Navigation Menu. The main EVMax window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu.
  3. Click Import in the Ribbon Menu, select Forecast, and then select Template. A separate Import Template Entry window opens. The Data tab window displays.
  4. Click on the Import Template [Select] dropdown and select the template you want from the list. The template auto populates the column headings in the Data tab window (row 1).
  5. Click on the File to Import ellipsis button to navigate to the file you want to import.
  6. Select the file and click Open. The data from the import file populates the rows in the Data tab window.
  7. Click Save. A Forecast dialog box displays.
  8. Select Forecast from the Cost Code dropdown.
  9. Click Import.

  10. Review the applicable WBS elements with the imported data in the main EVMax window.

    Tip:

    Should you identify an error in the estimate to complete (ETC) values you just imported, you can clear the ETC values (see Remove Forecast), fix the errors in the import data file, and import your data again.