Managing the MS Excel Import and Export Template

To edit the Excel import and export template:

Select the Finance tab.
Click the Finance Templates link. All finance templates that are enabled are displayed. You can narrow the list by selecting an initiative check box and clicking Go.
Click the MS Excel link next to the template you want to edit.
Select if you want to import finances from MS Excel.
Click Browse and select a template file to use.
For the field Excel template file in sync?, select Yes or No. This Excel template file is associated with the finance template within EnterpriseTrack. When you modify your finance template you should modify the associated Excel template file and upload it to this page.
Click Update.
Notes:
- If the finance template is set up to import from MS Excel, users cannot manually add or edit finance data.
- If the Excel file is not in sync, users cannot import and export financial information from their projects.