Primavera Tip: Importing Budget Cost
Submitted by Zoltan Palffy of M.C. Dean, Inc.
There is one key step
that you must be performed prior to importing budgeted costs. This is
under the global change category and the setting must be changed before
importing the spreadsheet.
Unless this change is
performed, importing Budgeted Cost will not work correctly. This change
turns off the calculation that calculates Budgeted Cost by multiplying
Budgeted Units times Unit Cost to create Budgeted Cost. By turning this
calculation off, Budgeted Cost is not calculated but may entered (or
imported). The result of this change is the Budgeted Cost will be fixed
and will not recalculate when Budgeted Units is changed.
1. Select tools, then Global Change.
2. Add a new global change to reflect the screenshot below.
In the IF level:
a. From the Select Subject Area dropdown menu, select Activity Resource Assignments
b. In the Parameter column, change the field to Resource ID Name
c. In the Is column, change the field to "equals"
d. Change the Value column to the name of your resource
In the THEN level:
a. In the Parameters column, change the field to "Calculate costs from units"
b. In the Is column, change the field to =
c. Change the Value column to NO
3. Click the Change button on the right
4. This will open a file that shows the proposed global change with the old values and the new values. The Old Value should be Yes and the New Value should be No.
a. Select the Commit Changes button
5. A prompt box will appear asking if you would like to save the log file. Select NO.
6. After completing Step 5, import the Excel spreadsheet.