Cost - minimum data requirements for importing data via CSV files

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.

Module - Administration

Minimum data requirements.

Projects (Tag Assignments)Control Element CategoriesWBS TemplatesTagsRules of Credit Templates
Project NameNameParent CodeTag Category Name
Tag CategoryTypeNameTag Name
Tag CodeUnit of Measure (if the type is quantity)CodeTag Code

Module - Cost Management

Cost Worksheet, WBS, Control Accounts and Work PackagesControl ElementsSchedule ActivitiesDirect Actuals
Parent CodeControl Account CodeControl Account CodeControl Element Name
NameTypeNameControl Element Type
CodeNameCodeControl Account Code
TypeActivity WeightItem
Current Percent CompleteActual
Percent Complete MethodPost Date

Module - Contracts

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  

Module - Change Management

Change EventsChange Events ItemsContract ChangesContract Changes items
Event No.Event No.Contract No.Contract No.
NameItem No.Contract Change No.Contract Change No.
StatusNameNamePay Item No.
Event DateBudget ImpactContract Change DateName
Cost ImpactContract Change StatusControl Account
Contract No.Contract Change AmountControl Element
Pay Item No.Contract ItemContract Change Amount
Control Account
Control Element
Amount