Creating an Import Template

Sheila repeatedly imports data from the same structured file and with the same settings. To save the manual settings, Sheila wants to create an import template during her next import.

  1. On the Budget tab, click Import and select either POs or Actuals, depending on what you want to create the template for.

  2. On the Import window, click the Import Location drop-down menu and select the folder, sub-folder or investment plan that you would like to import into. The template will be available to all users who can import to this and the subordinate folder, sub-folder, and investment plan levels.

  3. Click Browse to choose the file to import.

  4. Go to all steps of the import wizard and enter the settings you want to save in the template.

  5. In wizard step 4, when all settings are entered, click Action and select Import and Save Template As....

    6. The Create New Template dialog is displayed. As preset for the name, the folder, sub-folder or investment plan name of the in step 2 of this action selected level and the current date are entered.

  6. Adapt the name as desired.

  7. Click Create.

The file is imported and you have created an import template.