Import Actual Values from Excel or CSV

InEight Control allows you to import actual costs, manhours and quantities by using Excel or a CSV file. This can all be done without the need for any ERP software.

You can access the Import function by navigating to the CBS register tab in Control Workspaces, then selecting the Import icon and selecting Actuals.

Once Actuals is selected from the Import icon, the Import actuals data pop-up window appears.

Overview – Import actuals data

Title

Description

1

Drag and Drop file

Once you have created your Excel or CSV import file, you will drop it here for further processing. You will be notified on any importing errors towards the end of the import process. You will be able to go back, correct your errors, and re-process the file. 

2

Import type

The two options for Import type are:

  1. Cost items and cost item attributes

  2. Actual values

  3. Commitment Values

3

Cost item matching criteria

The two options for cost item matching criteria are:

  1. WBS position

  2. CBS position

4

Cost categories list

When selecting the Cost categories list, and Excel file downloads that contains a listing of all cost categories. This is to be used as reference when creating your Excel/CSV file import.

5

Information message

This information provides a description of available functionality and instructions for proceeding to the next step.

You will need to create your Excel/CSV import file prior to uploading into Control. Below is an example of a possible Excel import file option.

If you are uploading cost items with cost, then cost categories are required.

The following steps walk you through the process for importing actual costs from Excel.

Importing Actuals from Excel

  1. Create an import Excel sheet containing either WBS phase codes or CBS position codes.

  2. From the InEight Control Workspaces page, click the Import icon, from the right toolbar.

  3. Select Actuals.

  4. On the Import actuals data pop-up window, for Import type select Actuals values.

  5. For Cost item matching criteria, select CBS position.

  6. Select the Browse icon on the middle of the screen, to import your Excel sheet containing actual values.

  7. After selecting your Excel file, the Drag and drop box will turn green.

  8. Scroll to the bottom of the Import actuals pop-up window and select Next.

  9. Start mapping your Excel fields with the Control system fields.

  10. Select Next.

  11. Choose a date format from the date drop-down list.

  12. Select Next.

  13. Select Next.

  14. Select Import Now.