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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 13 · Project Costing: Capture and Processing

Expenditure import

Lesson 135 of 198 · 14 min

Review the expenditure import file structure and prepare a small file from the course pack. Import 20 items and review the results. Introduce four deliberate errors — invalid project, invalid expenditure type, closed task, missing organization — and show each rejection. Correct and reimport, import the full pack, and verify totals. SAMPLE-LOAD TWENTY BEFORE LOADING THE FULL FILE. Fifth time across the catalogue; still ignored. Read the rejection message literally; it names the field. Expenditure import is how third-party systems feed project costs — and it is also how you migrate history at cutover. Worth saying, because it makes this a migration skill rather than an integration one.

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In this module: Module 13 · Project Costing: Capture and Processing

  1. 1Where project costs come from
  2. 2Timecards and labour cost
  3. 3Expense reports and supplier invoices
  4. 4Expenditure import
  5. 5Validation and adjustment
  6. 6Commitments
  7. 7Capitalization and asset creation
  8. 8Cost processing and period close
  9. 9What breaks
  10. 10Lab: every source, every error, one closed period