You can schedule a spreadsheet import to occur on the process server. This allows you to continue to work in PM Compass while the process is running and you will receive an email when the process is complete.
Click and select the file to import.
The file needs to be located on a network shared drive that the process server can access and not on your local hard disk. Be sure to specify a fully qualified UNC and not a mapped drive letter, for example: \\ServerName\SharedFolder\FileName.xlsx.
The process server must run under a domain login in order to be able to access the files to import.
The network drive must be shared with access for users who will be scheduling the imports. This network drive must also be accessible from the server where the process server is running.
Click this to display the Schedule dialog box where you can schedule a process to run at a certain date and time or on a recurring basis.
Click this button to start the import.
Click this button to cancel the import and close the Import dialog box.
Click this button to display the help for this topic.