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Importing Contract and Project details and budgets in PA module

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Posted on by Morph

Hi,

My organization runs about 150 projects every year and at year end each one has to be recreated (including new budgets) for the new fiscal year. This usually takes a week or two of data entry. Is there a way to import this data from Excel that could speed up the process?

Thanks, Anne

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Microsoft Dynamics GP

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Almas Mahfooz 11,009 User Group Leader on at

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It can be done by using macro and custom code.

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Shannon Aune on at

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Hi Anne,

There are some integration options available via eConnect that you could use. I have provided a list of the eConnect integration functions that are available for Project Account below:

<taPAAccountsSetup>

<taPAChangeOrderEntryBudget>

<taPAChangeOrderEntryFeeDetail>

<taPAChangeOrderEntryFeeHeader>

<taPAChangeOrderEntryFeeSchedule>

<taPAChangeOrderEntryHdr>

<taPAContractBillingCycle>

<taPAContracts>

<taPAEmpExpenseHdrInsert>

<taPAEmpExpenseLineInsert>

<taPAEmpExpenseTaxInsert>

<taPAEquipLogHdrInsert>

<taPAEquipLogLineInsert>

<taPAMiscLogHdrInsert>

<taPAMiscLogLineInsert>

<taPAProjectAccess>

<taPAProjectBillingCycle> (this is creating a billing cyle id in GP, not processing a cycle billing)

<taPAProjectBudgetMaster>

<taPAProjectEquip>

<taPAProjectFee>

<taPAProjectFeeSchedule>

<taPAProjects>

<taPATimeSheetHdrInsert>

<taPATimeSheetLineInsert>

As always you will want to make sure that you test these functions to ensure that they will work for you before implementing them in your production environment. I hope this helps.

Thanks,

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mm123 2,535 on at

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Morph- We have done similar excel based import using custom solution for our clients. Interested Please drop an email to learn .

samr(at)expsoltech(dot)com

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Beat Bucher GP Gee... 28,058 Moderator on at

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Hi Morph,

As Almas Mahfooz suggested, if you don't have any integration tools (like SmartConnect) or on-site developer to use eConnect as indicated by Shannon Aune, then macros might be the way to go..

I've been using a macro driven PA Contract - Project - Budget creation for years in my previous company.. it was not the fastest and it was multi-company driven, which means it was tailored to our various Cost Categories in the different companies (up to 5) and would switch company automatically after the new contract was created in one company.

The drawback of this was if the macro failed for some reason, it was hard to restart from where it had failed, and you had to delete all the contracts already created and restart the macro run.

After a few years, I started build something with Excel and Smartconnect, which would leverage eConnect stored procedure and that was very handy, but the budget upload had to be done in a separate stage, as you couldn't provision it at the same time you created the projects & cost categories. So it was always a 2-step process, but still much faster than entering everything manually.

Due to the complexity of the Project Accounting module, there is no way you could import data directly into the GP tables.. too many variables at stake here.

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