web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Import of Project Fore...
Microsoft Dynamics AX (Archived)

Import of Project Forecasts

(0) ShareShare
ReportReport
Posted on by Sreekanthxlnc 122

Dear DAXperts,

I am currently working on D365 implementation project and focusing on Projects module. I would like to know the options available for import of forecasts using excel. I have found that entities does exists like "Project hour forecasts, Project fee forecasts, Project expense forecasts etc. I need some details around this process. Is this just any other Data Management process or does this require any more setups.

What are your experiences around this feature of excel import of project forecasts? Your comments/views are highly appreciated.

Regards,

Sreekanth

 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sreekanthxlnc,

    If you are in one of the forecast forms, you can make of the 'Open in Excel' functionality and Export, modify and update all forecast values through an Excel upload.

    Have you test using this feature that does not go through the data management functionality?

    For a limited number of forecast transactions that you need to import, this might be the simplest and fastest way to get your transactions imported.

    Best regards,

    Ludwig

  • Sreekanthxlnc Profile Picture
    Sreekanthxlnc 122 on at

    Hi Ludwig,

    Thanks for your response. From the Data Management, I see no success.

    With your above suggestion, I could export my forecast to excel, but how can I publish back the edited forecast? Appreciate your help.

    Regards,

    Sree

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sree,

    I just made use of the Excel Export functionality

    pf3.png

    Added 3 column fields through the Excel add-in desginer (highlighted in green Color)

    pf2.png

    Entered a new hour forecast line and published it back to D365fO

    Result:

    The newly created line was published

    pf3.png

    Details of what I uploaded through Excel

    pf4.png

    You can simply test this in any of the available MS contoso demo companies.

    Best regards,

    Ludwig

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
CP04-islander Profile Picture

CP04-islander 24

#2
Michel ROY Profile Picture

Michel ROY 14

#3
Jagadabi Profile Picture

Jagadabi 6

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans