Importing financials data using Microsoft Excel

You can import changes made to timephased attribute data in Microsoft Excel back into the Financials tab.

To import financials data using Microsoft Excel

  1. Open the Projects module.
  2. Select an item.
  3. Select the Financials tab.
  4. Right-click the item in the item tree and select Import from Excel.
  5. In the Import from Excel dialog box, select a Microsoft Excel file.
  6. In Worksheet, type the name of tab in the Microsoft Excel file that you want to import to Mariner 2008 as a datasheet.
  7. From the Period drop-down, select the time period into which data in the spreadsheet is divided.
  8. Under Add or Replace, choose whether you want to add the data from the Microsoft Excel file to existing Mariner 2008 data or if you want to replace existing Mariner 2008 data with the data from the Microsoft Excel file.
  9. Click Save Save.