Import and Export Costs to/from the Financial Planner

  • Updated

This article explains how to import costs into the Financial Planner, and how to export your financial plan.

Import Costs

To import costs from elsewhere in the system, click the ellipsis > Import Costs. Importing costs from other parts of the system will, fior example, import the committed resource plan hours into budgeted labor costs, or timesheet actual hours into the actual labor costs.

Note

Your Administrator needs to configure how these cost imports function in the Financial Plan settings.

Import_Costs_into_Financial_Planner.png

Export Costs

You can export your financial plan into an Excel spreadsheet or HTML table. To export, first select the desired cost type, dates, and content to view. Then select the ellipsis in the toolbar > Export to.... Select your desired format from the drop-down menu.

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