Use Excel to enter financial input values into Threshold (Pro Forma) projects
Why use this feature
Instead of using the Threshold (Pro Forma) project web form, you can enter financial input and balance sheet values using the Excel Pro Forma utility. This gives you all of the functionality of Excel for greater control when auditing and viewing the formulas used to calculate project budget values.
How this feature works
What: The Excel Pro Forma utility allows you to enter financial and balance sheet data using Excel functionality quickly and easily.
Systems: Web only
Where: A link to the utility displays in the Threshold (Pro Forma) project template.
NOTE: This feature will not display if a user is assigned a role profile that has read-only permission to plan files or if someone else has the plan file open and has Save Lock enabled.
Who: Users assigned the Capital Planning/Tracking Administrator or Capital Planning/Tracking User role profile can use this feature.
How: In the Financial > Financial Input tab of the plan file, click Enter inputs using Excel. Enter values in the Financial and the Balance Sheet tabs of the worksheet.
Where to find more information
The following topics in the online help have been updated with information and instructions for using this feature:
