Download an Import Template for Importing Funds

Download a Microsoft Excel template to use when importing funds. The template contains standard fund fields that you can populate for new and existing funds, as well as all current configured fund fields.

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Cost and Funds.
  3. In the page selector, select Project Funds, if you've opened a project, or Fund Sources, if you've opened a workspace.
  4. On the Project Funds or Fund Sources page, select the Actions menu, and then select Download Import Template.

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