Core Modules > Chart of Accounts (COA) > Standard COA E-Docs

 

Project Code Import 

 

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The Project Code Import (PCIP) e-doc is a financial maintenance document that provides the ability for a user to import a list of project code names and numbers into the financial system, bypassing the need to create each one individually, with no approval required.

For general information about accessing and working with Project Code documents, see Project Code E-Doc.

 

Document Layout

The Project Code Import document contains the Import Project Code tab.

 

 

Import Project Code Tab

 

Import Project Code tab is the only document specific tab and is explained below. The remaining document tabs are common across financial e-docs.   The PCIP document is unique in the fact that project code information is not manually keyed into the document. Rather, a pre-existing list of project codes is imported into the appropriate tab.

 

The Import Project Code tab is where the import of the list of project codes takes place. Before a list of project codes can be imported, they must be properly arranged in a spreadsheet using a template. The template is used to create a Comma Separated Values (.CSV) file from the spreadsheet that is imported into this tab on the e-doc. There are three buttons on this tab that are used with the import process.

Question Mark Button Image of the question mark button.

This button is located at the top of the document next to the Project Import label.  This button provides document level help, as well as access to the list of import templates.  For importing sub-object codes choose the template named “Project Code Import Template” from the list of templates.

 

Import Lines button

This button    is used to begin the process of importing the .CSV file containing project codes into the Edit Project Code tab. This process is very similar to the process of importing accounting lines into an e-doc. Click this button to browse and find the .CSV file that contains the project codes being imported, and import that file into this tab of the e-doc.

 

Delete All button

Once the import of the .CSV file is complete, the proejct codes will be displayed in the tab. This button   is used if errors are detected after the import. Clicking this button will remove all import entries so that the file can be corrected and the import performed again.

 

go-arrow-red For information about accessing and using the import templates, see Data Import Templates.

Importing the .CSV File

 

Once the .CSV file has been created and saved, it can then be imported into the Import Project Code tab of the e-doc. Import the .CSV file using the following steps:

 

1.       Click the import lines button to open the import line.

 


 

 

2.       Click the Browse… button to find and select the .CSV file created earlier. Once the file is located, complete the import by clicking the add button.

 


 

3.       The imported project codes now appear in the Import Project Code tab.

 

 

4.       Click the submit button to add these project codes to the financial system.

go-arrow-red For more information about the Document Overview tab go to the documentation in the KFS Overview and Introduction to the User Interface.

Process Overview
Business Rules

The Project Code Import document is subject to the same business rules as the Project Code document.

 

·         If a project code contained in the import already exists on an account, the document will not overwrite the existing project code and an import error will occur.

·         There is no mechanism for mass-deleting project codes once they have been added to the finance system. They must be inactivated individually.

 

go-arrow-red For the information about the project code document business rules, see Project Code.

Routing

The PCIP document has no approval workflow. Once the document is submitted the project code contained in the import are created and the financial system is immediately updated.