Central de Asistencia
To run a successful import, your CSV files must have a minimum set of data.
The tables here show the minimum content your CSV file needs to have to be imported successfully.
Minimum data requirements.
| Projects (Tag Assignments) | Control Element Categories | WBS Templates | Tags | Rules of Credit Templates |
|---|---|---|---|---|
| Project Name | Name | Parent Code | Tag Category Name | |
| Tag Category | Type | Name | Tag Name | |
| Tag Code | Unit of Measure (if the type is quantity) | Code | Tag Code |
| Cost Worksheet, WBS, Control Accounts and Work Packages | Control Elements | Schedule Activities | Direct Actuals |
|---|---|---|---|
| Parent Code | Control Account Code | Control Account Code | Control Element Name |
| Name | Type | Name | Control Element Type |
| Code | Name | Code | Control Account Code |
| Type | Activity Weight | Item | |
| Current Percent Complete | Actual | ||
| Percent Complete Method | Post Date |
| Contracts | Contract Pay Items | Payment Applications | Payment Applications Items | Payment Applications Status Change |
|---|---|---|---|---|
| Contract No. | Contract No. | Contract No. | Contract No. | Contract No. |
| Name | Pay Item No. | Payment Application No. | Pay Item No. | Payment Application No. |
| Downstream Org. | Name | Name | Payment Application No. | Status |
| Contract Currency | Control Account | Payment Application Date | Requested Percent Complete | |
| Default Control Account | Control Element | Internal Reporting Period No. | Requested Amount | |
| Default Control Element | Original Contract | Retention Method | Accepted Percent Complete | |
| Accepted Amount | ||||
| Explanation |
| Change Events | Change Events Items | Contract Changes | Contract Changes items |
|---|---|---|---|
| Event No. | Event No. | Contract No. | Contract No. |
| Name | Item No. | Contract Change No. | Contract Change No. |
| Status | Name | Name | Pay Item No. |
| Event Date | Budget Impact | Contract Change Date | Name |
| Cost Impact | Contract Change Status | Control Account | |
| Contract No. | Contract Change Amount | Control Element | |
| Pay Item No. | Contract Item | Contract Change Amount | |
| Control Account | |||
| Control Element | |||
| Amount |
