Import and Export Cost Code data for a Project with your third party system

1. Export Cost Code information for a Project to update your third-party system. 2. Import Cost Code information for a Project from your third-party project management system.

Overview

Export Project Cost Code Data

Import Project Cost Code Data

Overview

You can export the Costs Codes and associated data for a Project to be used in another system, e.g. CostCon.

This allows you to take the Project Cost Codes and budgets and variations back to your Project management system to ensure that you are using the most up to date data.

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Export Project Cost Code Data

To export cost code data for a Project:

• Start at Time sheets > Projects, or Expenses > Projects.
• Search and select the Project you require.
• Click to the Cost Codes tab.
• Click the down arrow beside More and click Export to Spreadsheet.

This will create an .XLXS spreadsheet which you can then edit to include the data you wish to import. If there is existing data, it will all be exported. If there is not data for that Project yet, the template will provide you with the format required to import new data.

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Import Project Cost Code Data

When your spreadsheet is ready to import back to your Lentune system, return to the required Project. On the Cost Codes tab, click More and select the option Import from Spreadsheet.

Drag your file to the box or browse to search for it, and click Upload.

This will upload the data back to your Project.

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Last updated: 28 August 2024