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Importing Direct Actuals

Direct Actuals are imported into the current reporting period and are either Cost, Quantity, or Hours, depending on the Control Element type.

Direct Actuals are one type of actual costs which are captured in Cost (the others are Contract Actuals). These are imported into the current reporting period, and often come from your corporate finance or ERP system.

Direct Actuals can be either Cost, Quantity, or Hours, depending on the Control Element type.

Importing Direct Actuals

  1. Go to Direct Actuals in Cost.
  2. Click the Import button in the toolbar, then select Import from CSV.
  3. Click Download Template.
  4. Complete the template and save it.
  5. Click Browse to find your CSV file.
  6. Select Delete all existing records and replace, if you want to use this data to replace any existing data.
  7. Click Import.

Example Import file

Control
Element
Name
Control
Element
Type
Control
Account
Code
ItemActualPost
Date
[control
ElementCategory.name]
[control
ElementCategory.type]
[control
Account.code]
[item][value][postDate]
ConcreteCostA-00120m3 - allocated from
corporate agreement
3002018-10-03
ConcreteCostA-00130m3 - allocated from
corporate agreement
4502018-10-03
ConcreteCostA-0012m3 - allocated from
corporate agreement
302018-10-03
ConcreteCostA-001150m3 - allocated from
corporate agreement
22502018-10-03
ConcreteCostA-00135m3 - allocated from
corporate agreement
5252018-10-03

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