Exporting a project funding hierarchy

  1. On the Project Funding List page, select the Project Funding By Structure tab.
  2. Open the enterprise structure and select Actions > Export To Upload.
  3. Specify the run group name.
  4. To refine the elements that are exported, complete the fields.
  5. Select the Bypass Edits check box.

    The project funding hierarchy records are exported without completing the edits that are required when new records are added.

  6. 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.

  7. Modify the records to prepare them for upload on the Upload tab.

    For example, to upload the hierarchy to another project funding record, change the name of the project funding on each record and save.