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  • Budget mus be created first.

  • Budget’s Input must be At Revenue & Cost Element (not At Cost Element, nor At Activity, Work Centre), which has a format of Revenue lines and cost lines under each Revenue line. The Revenue lines are Benchmark Project Items, and the Cost lines are the Benchmark Resources.

  • Import stored procedure is Benchmark Budget Import (wbImportBenchmarkBudget).

  • Create remove Import does not allow any lines that have a Line Rate Cost = 0. This must be removed from the file first.

Tips to troubleshoot errors:

If you get an error when importing the file in Workbench, the error displays a line number, that is the row in your file. The file can be opened using either Excel or Notepad (or any text editor). Duplicate the file and work with the copy o fthe of the file. Delete all lines except for the headersheader line, the row that caused the error, the previous row and the next row. This way you can just focus on a smaller data set that will make it easier to find what could be wrong. Any columns that are marked as mandatory in the import screen must be populated. Play around with this data set, modify the data and try to import again. Once you have aidentified what it is identified the cause of the error(s) you can fix that on the original file. Delete the budget lines impored imported while you were testing, and import the original file with the data fixes you have done and import it again.

Technical details about the Resource data mapping between Benchmark and Workbench

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