Ideas:
Ideas import template Rules and Sample
Group Access
Ideas import template Rules and Sample
No parameters.
Idea Custom Fields
Idea Custom Fields import template Rules and Samples
No parameters:
KPIs
KPIs import template Rules and Sample
Group Access
KPIs import template Rules and Sample
No parameters.
KPI Targets
No parameters.
KPI Custom Targets
KPI Custom Targets import template Rules and Sample
No parameters.
KPI Actuals
KPI Actual's import template Rules and Sample
No parameters.
Users
Users import template Rules and Sample
Group Access
Users import template Rules and Sample
No parameters.
Actions
Idea Actions import template Rules and Samples
No parameters.
Language Keywords
Language Keywords import template Rules and Sample
No parameters.
Cash Benefit Targets
Cash Benefit Targets import Rules and Samples
No parameters.
Run Rate Targets
Run Rate Targets import template Rules and Sample
No parameters.
Idea Forecasts Percentages
Idea Forecast Percent import template Rules and Sample
Parameters:
Benefit Type: This is the Non-Financial Category linked to the Idea you are importing the values to.
Idea Forecasts Amounts
Idea Forecast Amount import template Rules and Sample
Parameters:
Benefit Type: This is the Non-Financial Category linked to the Idea you are importing the values to.
Idea Cashflow Actual Values
Cashflow Actual Data Import Template Rules and Sample
No parameters.
Idea Cashflow Forecast
Cashflow Forecast Values Import Template Rules and Samples
No parameters
KPI Baselines
KPI Baselines import Rules and Samples
No parameters.
KPI Actuals Forecast
KPI Actuals Forecast import Rules and Samples
No parameters.
Actual Ongoing Benefits
Idea Actual Ongoing Benefits import template Rules and Sample
Parameters:
Benefit Type: This is the Non-Financial Category linked to the Idea you are importing the values to.
Portfolio Schedule
PMO - Portfolio import rules and template
PMO - Activity import rules and template
PMO - Initiative import rules and template
No parameters.
Bottom-Up Pipeline Targets
Bottom-Up Template (update)
Parameters:
Pipeline Target: This is the list of Pipeline Targets in the system you would like to import the values for.
Benefit Type: This is the Non-Financial Category linked to the Idea you are importing the values to.