Import Actuals
After you have downloaded a Microsoft Excel import template and adding the required data, you can import it.
To import an actuals template:
- In the object selector, select
Project, select View Projects List, and then select a project name. - From the
Main Menu, select
Cost and Funds, and then select Actuals. - On the Actuals page, select the Actions
menu, and then select Import. - In the Import Actuals dialog box, select
Browse, select a file, and select Import.
Last Published Monday, September 15, 2025