The Control application allows for an Excel import to import data into the Schedule data block. This is especially useful when bringing in large sets of data for multiple CBS items.
Excel imports can sometimes 'hang' while attempting to import CBS data. If this happens, it's possible to cancel an Excel import while the system continues the attempt to import the data.
The following Step by Step covers downloading this Excel sheet, entering the necessary data, and importing it back it into Control.
Excel Import
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From the Workspaces page, using the Schedule view on the CBS tab, click the Export button, then CBS as CSV.
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This creates a CBSDataBlock folder in your Downloads folder
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Open the CBSDataBlock.csv file.
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Inside the Excel spreadsheet, delete all rows except for Module [your initials] – [description].
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Enter the following:
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Actual Start = 10/03/2020
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Actual Finish = 10/12/2020
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Save the file to your computer (as .xlsx, .xls, or .csv).
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From the Control > Workspaces page, click the Import button for Cost Items.
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Click Browse to select your Excel file.
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Select Cost Items and cost item attributes, Update Existing Items and CBS position.
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Click Next.
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Next, you will map which columns from the Excel sheet get imported to which columns in Control. Click on CBS Columns to sort A-Z.
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Under File Columns, match Actual Finish and Actual Start to the CBS columns description.
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Do the same for WBS Phase Code.
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Click Next.
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The actual dates you specified import into the Schedule data block
The Excel import can only be accomplished if the Control > Settings > Schedule setting is set to Manual Entry.
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