7/2/13

Primavera Tip: Importing Budget Cost

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Primavera Tip: Importing Budget Cost

Submitted by Zoltan Palffy of M.C. Dean, Inc. There is one key step that you must be performed prior to importing budgeted costs. This is under the global change category and the setting must be changed before importing the spreadsheet.

Live Help Available Unless this change is performed, importing Budgeted Cost will not work correctly. This change turns off the calculation that calculates
Budgeted Cost by multiplying Budgeted Units times Unit Cost to create Budgeted Cost. By turning this calculation off, Budgeted Cost is Welcome! Would you like help selecting not calculated but may entered (or imported). The result of this change is the Budgeted Cost will be fixed and will not recalculate when the right product to meet your needs? Budgeted Units is changed.
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1. Select tools, then Global Change.

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Primavera Tip: Importing Budget Cost

2. Add a new global change to reflect the screenshot below. In the IF level: a. From the Select Subject Area dropdown menu, select Activity Resource Assignments b. In the Parameter column, change the field to Resource ID Name c. In the Is column, change the field to "equals" d. Change the Value column to the name of your resource In the THEN level: a. In the Parameters column, change the field to "Calculate costs from units" b. In the Is column, change the field to = c. Change the Value column to NO

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Primavera Tip: Importing Budget Cost

3. Click the Change button on the right

4. This will open a file that shows the proposed global change with the old values and the new values. The Old Value should be Yes and the New Value should be No. a. Select the Commit Changes button

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Primavera Tip: Importing Budget Cost

5. A prompt box will appear asking if you would like to save the log file. Select NO.

6. After completing Step 5, import the Excel spreadsheet.

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Primavera Tip: Importing Budget Cost

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