Projects → Financials → Import and Export Data using Microsoft Excel
Timephased attribute data is displayed from the Financials tab in the Projects module. A two-way data transfer capability is provided that can help you view and edit this data using Microsoft Excel. If multiple currencies are enabled, your personal currency will be used to render the data in the Microsoft Excel worksheet.
The individual line items in the Financials tab show data that contains timephased attributes (including mapped and calculated timephased attributes) in the upper pane; associated details for each attribute is shown in the lower pane. All three types of timephased data can be exported; only timephased attributes can be imported.
Tabs in the Financials tab can be exported individually or as a group. Data is always exported into a single Microsoft Excel worksheet. A separate row is created for each value in the Financials tab, up to 255 total columns. You can modify the timephased attribute data in Microsoft Excel; once finished, you can import changes to timephased attributes (but not mapped or calculated timephased attributes) back in.
The first screen shot shows rolled-up timephased data (such as that which appears in the upper-pane of the Financials tab) that has been exported to Microsoft Excel:
The second screen shot shows detailed timephased data (such as that which appears in the lower-pane of the Financials tab) that has been exported to Microsoft Excel:
If you change the names of columns or data types in the spreadsheet, you will be unable to import the data because columns and data types are mapped to specific values in the Financials tab. For example, if you delete or rename a of the columns in the exported spreadsheet and then attempt to import it, you will see this error:
If a timephased attribute value is added that is not found, you will see this error:
You can view and modify timephased attribute data in Microsoft Excel.
You can import changes made to timephased attribute data in Microsoft Excel back into the Financials tab.
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