Financials - Data Import Instructions

Select you want to import by year or by month: 

Project Name/Plan Id: If the project already exists in OnePlan, use the Plan Id; if the project has not yet been imported into OnePlan, please create the project into OnePlan first.   

Cost Type: BU - Current / BU - ASR / BU - Jul Budget / BU - Oct Rcl Budget / BU - Proj 1 / BU - Proj 2 / BU - Proj 3 etc. (your own BU) 

Cost Category: Put in MOST Detail Cost Category, e.g. put in category with no sub categories below 

Description: Put in description you want for that cost category 

Detail (Yes): If you want to add a detail for the cost category, put in Yes. And put in the detail name in Description. Example shows below. 

Site: Only used by BDB. Put in site only. 

Owner: Only used by MDS. Put in Owner name only. 

Department: Only used by PI. Put in Department only. 

BDB RCI Cost Center: Only used by BDB. Put in Cost Center only. 

Fiscal Year: Put in the Fiscal Year, e.g. 2024 or 2025… 

Month 1 – 12: Put in cost in $ not in $M 

Note: You can choose whether to clear existing data in OnePlan for those projects or not. 

The updated version of the import app can send notifications to your email regarding the import progress. For large files, the process might take longer, so you will receive email notifications when the import is complete. 

File selected shows: 

Click Import Select File 

Notice “Validating” shows:

After the system go through validation for the information in the file, message will show as below:

Notification Email receive show as below: