Exporting a project funding hierarchy

  1. Select Financials > Project Ledger > Setup > Project Funding List.
  2. Click the Project Funding By Structure tab.
  3. Open the enterprise structure and select Actions > Export To Upload.
  4. Specify the Run Group name.
  5. Specify this information to refine the elements that are exported:
    Custom Group
    Select this field to refine the elements that are exported.
    Summary Project Funding
    Select this field to refine the elements that exported.
    Posting Project Funding
    Select this field to refine the elements that exported.
  6. Select the Bypass Edits check box to export the project funding hierarchy records without completing the edits that occur when adding new records.
  7. Click Submit. The structure is created in the Upload tab. If a hierarchy exists in the copied structure, the hierarchy is copied to the new structure.
  8. Modify the records to prepare them for upload on the Upload tab.
    For example, to upload the hierarchy to another project funding, change the name of the project funding on each record that you want to upload.