A downloadable PDF version is available at the bottom of the page together with the Excel import template.
Rules. (Required fields are marked with a Red background colour)
| Field Name | Description | Rules | Exception Handling | Values to be placed | Default Values | Field Type |
| Code | This contains the code used to uniquely identify this structure level within the system | Alphanumeric value | When the value exists within the same level the system will override the existing value. | Alphanumeric value | N/A | Variable Character (100) |
| Name | This field contains the name of the structure level. | Alphanumeric value | N/A | N/A | N/A | Variable Character (100) |
| Description | This is a description of the structure level within the repository. | Can contain alphanumeric characters | The description for the structure level does not have to be captured for import to occur. | N/A | N/A | Variable Character (1000) |
| Type | This is the type of structure level within the repository. | This value must exist in the list of Portfolio Types defined in the system | An error with be displayed if the Type doesn't exist in the system | N/A | N/A | Lookup (Portfolio Types) |
| Owner | This is an indication of the owner of the structure level. | This value must exist in the system. The user-selected must match up with the users saved on the system. | If there is a spelling mistake or the user selected on the import does not meet the user saved on the system, the record will NOT be allowed to be imported onto the system. | N/A | N/A | Lookup (Users) |
| Parent Level 1 | This field contains the code of the Parent structure in level 1 | This value must exist in the system or the import file. | If there is a spelling mistake or the code selected on the import does not exist. The record will be skipped. | Alphanumeric value | N/A | Lookup (Structure Level Codes) |
| Parent Level 2 | This field contains the code of the Parent structure in level 2 | This value must exist in the system or the import file. | If there is a spelling mistake or the code selected on the import does not exist. The record will be skipped. | Alphanumeric value | N/A | Lookup (Structure Level Codes) |
| Parent Level 3 | This field contains the code of the Parent structure in level 3 | This value must exist in the system or the import file. | If there is a spelling mistake or the code selected on the import does not exist. The record will be skipped. | Alphanumeric value | N/A | Lookup (Structure Level Codes) |