Actuals by Import

You can import actual costs, man-hours and quantities by using an Excel or CSV file.

An actuals import is similar to claiming actuals in Control. After you upload a spreadsheet containing actuals, those values are added to any existing actuals for the specified cost items. Your spreadsheet values should represent new claiming on a cost item rather than the total sum to date.

From the CBS tab in Control Workspaces, you can access the Import function by clicking the Import icon, and then selecting Actuals.

After you add the import file, you can select the matching criteria in the Map columns dialog box. The Map columns dialog box has a select number of Control fields which pertain to actuals. The table below shows details of the available fields.

Control field	Details
WBS phase code	The unique WBS phase code. Can be used as the cost item matching criteria. Required to select this or CBS position as the cost item matching criteria.
CBS position	The position in the CBS hierarchy. Can be used as the cost item matching criteria. Required to select this or WBS phase code as the cost item matching criteria.
Posting date	Required field. Control will prompt you to specify the date format used in your import file.
Notes	Text field for any notes that pertain to this specific claiming update.
Claimed quantities	Quantities in this field will be added to the Actual qty (to date) field for the specified cost items.
Number of man hours	Values in this field will be added to the Actual MHrs (to date) field for the specified cost items.
Number of equipment hours	Values in this field will be added to the Actual eqp hrs (to date) field for the specified cost items.
Cost	Values in this field will be added to the Actual cost (to date) field for the specified cost items.
Cost categories	You can download a list of your project’s cost categories from the Import actuals data dialog box. The values in the import file must match the Control values exactly.
Actuals user defined 1-2	Use these fields to enter dates based on customized field labels set up in Platform > Suite Administration > Custom labels.
Actuals user defined 3-6	Use these free text fields to enter any variable attribute based on customized field labels set up in Platform > Suite Administration > Custom labels.
Estimate Resource	You can specify estimate resources to be included with this claiming update. Use the resource code for the estimate resource as the value for this field. This update will be visible from the Actuals Details tab in Actuals History.

Control field

Details

WBS phase code

The unique WBS phase code. Can be used as the cost item matching criteria. Required to select this or CBS position as the cost item matching criteria.

CBS position

The position in the CBS hierarchy. Can be used as the cost item matching criteria. Required to select this or WBS phase code as the cost item matching criteria.

Posting date

Required field. Control will prompt you to specify the date format used in your import file.

Notes

Text field for any notes that pertain to this specific claiming update.

Claimed quantities

Quantities in this field will be added to the Actual qty (to date) field for the specified cost items.

Number of man hours

Values in this field will be added to the Actual MHrs (to date) field for the specified cost items.

Number of equipment hours

Values in this field will be added to the Actual eqp hrs (to date) field for the specified cost items.

Cost

Values in this field will be added to the Actual cost (to date) field for the specified cost items.

Cost categories

You can download a list of your project’s cost categories from the Import actuals data dialog box. The values in the import file must match the Control values exactly.

Actuals user defined 1-2

Use these fields to enter dates based on customized field labels set up in Platform > Suite Administration > Custom labels.

Actuals user defined 3-6

Use these free text fields to enter any variable attribute based on customized field labels set up in Platform > Suite Administration > Custom labels.

Estimate Resource

You can specify estimate resources to be included with this claiming update. Use the resource code for the estimate resource as the value for this field. This update will be visible from the Actuals Details tab in Actuals History.

Follow the steps below to import actuals.

Import Actuals

Prepare the import file.
From the CBS, click Import > Actuals.
In the Import actuals data dialog box, add the import file, and then select the cost item matching criteria.
Map the Control fields to the file columns.
Select the date format used in the import file.
The import file will be checked for errors. If the file contains no errors, click Next.

If the import contains errors, download the error file for more information.
Click Import now to complete the import.