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How to add filter to pull only Capital projects in OOB import Project Actuals/Budgets in EPM? — Cloud Customer Connect
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How to add filter to pull only Capital projects in OOB import Project Actuals/Budgets in EPM?

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Summary:

Need to know how we can filter out only Capital projects in OOB Import Project Actuals and Import Project Budget integrations in project module.

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We are trying to pull only actuals for Capital projects from PPM to EPM using OOB Import Project Actuals and Import Budgets integration. Is there a way where we can add a filter during importing.

We have a filter in import projects named "Project_Type" to pull only Capital Projects and Ignore the others. Attached screenshot for reference. We are looking for similar option in import Actuals and Budget integrations. Can anyone suggest on this?

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