Downloading CRUD Templates from the User Interface

Contents

The Data Import and Export tab in the EnterpriseTrack Administration module enables you to download templates in real-time for a project, finance, resource, team member, WBS, non_WBS, and assignment entities, based on your EnterpriseTrack account configuration.

To download the CRUD templates:

1. Log in to EnterpriseTrack with valid credentials.
2. From the Top Navigation bar, select Go To > Administration.
3. Click the Data Import & Export tab.
4. Click the Download Data Integration Templates link.
5. Select values for the following fields from the corresponding drop-down list:
   • Languages: Select your language. English is displayed by default.
   • Data Format: Select the data format in which the function is to be rendered. Choices include: JSON, and XML.
   • Type: Select Download Template as the type of template to be downloaded.
   • Initiative: Select the initiative, if you are downloading a template for project, team member, activity WBS or activity non WBS entities.
   • Finance Template: Select the finance template, if you are downloading a template for Project Finance Data or Project Finance Snapshot Data entities.
   • Activity Type Name: Select the activity type, if you are downloading a template for Activity WBS or Activity Non WBS entities.
6. Select the Download button for the corresponding function. A create_request, update_request, search_request and delete_request file will be generated.

   Note: You must download a new template every time a configuration change is made to your account.