Import/Exports

PMO - Portfolio import rules and template
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 ba...
Fri, 29 Apr, 2022 at 12:35 PM
PMO - Initiative import rules and template
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 ba...
Fri, 29 Apr, 2022 at 2:02 PM
PMO - Activity import rules and template
A downloadable PDF version is available at the bottom of the page. Rules. (Required fields are marked with a Red background colour) Field Name Descrip...
Fri, 29 Apr, 2022 at 2:44 PM
Add Imports/Exports
To Add Imports or Exports please follow the below steps: Please to the templates, article to get the template file for the different imports: Import/Exp...
Mon, 9 May, 2022 at 3:31 PM
Import Templates
Templates 1. Repeat steps 1 and 2 from the "Add Imports/Exports article: Add Imports/Exports  2. Click the Template button at the top right cor...
Tue, 28 Jun, 2022 at 11:26 AM
Available Imports and dialog input parameters
Ideas:  Ideas import template Rules and Sample Group Access Ideas import template Rules and Sample No parameters. Idea Custom Fields Idea Custo...
Thu, 22 Aug, 2024 at 12:49 PM
Idea Value Driver Tree Import Rules and Sample
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...
Fri, 18 Aug, 2023 at 8:38 AM
Bottom-Up Template
To get a Bottom-Up template for the Imports, please follow the below few steps as you have to build the template: Click on Exports.  Click on the Add but...
Tue, 6 Aug, 2024 at 9:02 AM
Cashflow Actuals Data Import
In This Article Overview Navigation Cashflow Actuals Data Import Template Rules for Cashflow Actual Data Import Related Articles Overview The tables...
Thu, 22 Aug, 2024 at 12:39 PM
Cashflow Forecast Data Import
In This Article Overview Navigation Cashflow Forecast Data Import Template Rules for Cashflow Forecast Data Import Related Articles Overview The tab...
Thu, 22 Aug, 2024 at 12:42 PM