There are two steps that must be taken before a file of Actual Cost data from a financial system can be imported into a Project:

•      The financial system must first produce a CSV format file of Code, date and dollar value data.

•                                                                         The Codes in the CSV file must be linked to Expense Streams. See Associate Expense Streams with External System Financial Codes.

The Import is performed by selecting the Import button in the Project Toolbar. This button has two options, of which the last used is the default:

•                                                                         Import from File

•      Import from Conquest

Imports are incremental, so take care not to process a file more than once.