Please see this article on how to download this template: Bottom Up Template
Rules. (Required fields are highlighted with a Red background colour)
| Field Name | Description | Rules | Exception Handling | Values to be placed | Default Values | Field Type |
| Portfolio Level 1 | This field contains the Site Name | This field is mandatory and must match with the Site name in the system | N/A | N/A | N/A | Variable Character |
| Portfolio Level [2 to last level] | These columns contain the next portfolio's levels after the Site level | This field is mandatory and must match with the Department level names in the system | N/A | N/A | N/A | Variable Character |
| KPI Type | This is an indicator which determines the type of KPI the KPI within the repository belongs to. | If the selection is not chosen, the default value will be associated to the KPI. | N/A | N/A | Variable Character | |
Stage | This field contains the current stage of an Idea/Initiative | The Stage names in this field must be valid | If there is a spelling mistake, or the stage selected on the import is not the same as the stage saved on the system, the import will not be successful and an error will be displayed | Valid stage names | N/A | Variable Character |
| [Month][Year] | These fields contain the target values for the next 12 months of the financial year based on the start date and end date | Must be numeric values | N/A | N/A | N/A | Numeric |
Note: the targets file is generated based on the period when creating the pipeline targets. For example, if the start date is 01/01/2024 and the end date is 31/12/2024, the export will automatically generate the months based on the start and end date.