Load Labor Template dialog box

Use this dialog box to load the cost or hour data from a predefined template or from another project/opportunity that has been budgeted.

Data to import

You have two options for the type of data you wish to import:

Import Budgets

Displays projects and opportunities in the project grid. Only projects and opportunities that include labor budget information will be displayed. When this option is selected, budgeted figures will be imported.

If the discipline / phase combinations in the source project are different than those in the target project, the data from the source project will not be copied to the target project.

Import Actuals

Displays projects containing actual labor data in the project grid. When this option is selected, actual labor figures rather than budget figures will be imported.

Project grid

Select the project from which you want to import the data.

Type

The project type. Options are Project or Opportunity.

Entries

The number of fields that contain budgeted figures on the Labor Budget tab.

Entries only apply to budgeted figures and therefore do not appear when Import Actuals is selected.

Name

The name of the project.

PM

The project manager assigned to the project.

Year

The year the project was created in your accounting system.

Clear Existing Values Prior to Loading

Select this checkbox to clear any existing labor budget information before import. If this checkbox is not selected, budget or actual figures copied from the source project are added to any values currently existing for the target project. If a value does not exist in the source project, the current value for the field in the target project remains.

Import Values as Entered

Select this option to import the data exactly as it exists in the source project.

Scale to Available Budget

Select this option to scale the budget dollars from the source project to match the available labor budget for the project.

Apply

Click to import the template data from the selected project.

To access this dialog box

From the Labor Budget tab, click Load Labor Template from the Load / Import section of the Labor Budget ribbon bar.