Download an Import Template for Importing Budget Scenario Data

Download a pre-formatted Microsoft Excel template to use when importing budget scenario data. After you download the template, enter the name and ID of each project in the scenario, and then enter budget scenario details, including selected state, total cost, and spread cost data. When you are finished, you can import the updated template to create the data in Oracle Primavera Cloud.

To download an import template:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Cost and Funds, and then select Budget Planning.
  4. Select Actions , and then select Download Import Template.

    Note: This option is only available if the current scenario is In Planning.

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