Import Templates

Over time, Sheila finds a file structure and import settings for the import of POs and actuals that she uses again and again and that optimally supports her in data management. To avoid having to enter these settings manually each import again, Sheila records these settings in templates.

If you choose a template in the first step when importing POs and actuals, the settings in steps 2, 3 and 4 are preset. You can adjust them as needed for the import.

You can reach the import template in step 1 of the import wizard in the corresponding dropdown. They are shown for imports on the folder, sub-folder or investment plan level at which they were created, and the levels below. The import templates are shared with other users that have access to this folder, sub-folder or investment plan level.

Import templates are sorted into two categories:

  • My Templates- These are templates that you created. You are the owner of these templates. As the owner, you can always edit and delete your own templates.

  • Shared Templates- These are templates that other users have created. For editing and deleting templates of other owners, you need extended rights. Contact your administrator if you have any questions.