Import Spreadsheet Data into PM Compass

To import data from your spreadsheet, it must meet the following requirements:

• The spreadsheet must include a tab called Import that contains the budget or forecast data you wish to import.

• The data must be in a structure that matches the structure defined in your File Integration Configuration that you set up in Step 3: Configure an Import File Integration Configuration in Cobra.

• The Import tab must only contain one class of data.

• The Import tab must contain only new or changed values, not replacement values.

You can perform the import from the Workflows Form View or Change Details View.

Import Spreadsheet Data From the Workflows Form View

You can only perform an import from the Workflow Form View if you are able to edit the workflow form or the Change Details view.

To import the file:

1. In PM Compass, click Workflows » Change Management.

2. In the List View, select the workflow and click Form View on the toolbar.

3. On the Form View toolbar, click Processes » Import.

4. Use the Open dialog box to select the file whose data you want to import.

When the import is finished, PM Compass refreshes the form and you can see the imported data.

Import Spreadsheet Data From the Change Details View

To import the file:

1. In PM Compass, click Workflows » Change Management.

2. Select the workflow in the right pane.

3. Click Change Details.

4. On the Change Details view toolbar, click Import.

5. Use the Open dialog box to select the file whose data you want to import.

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