Editing an Import Template

Sheila has found a bug in one of her import templates and wants to fix it with her next import.

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

2. On the Import window, click the Import Location drop-down menu and select the folder, sub-folder or investment plan where the template had been created.

3. Click Browse to choose the file to import.

4. In the Choose import template dropdown, select the template you want to edit.

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

6. In wizard step 4, when all settings are edited, click Action and select Import and Save Template.

The file is imported and the import template is updated to your new settings.