Import Rank Values from Microsoft Excel

You can import prioritization matrix rank values into the application from a Microsoft Excel (.xls or .xlsx) file. After downloading the import template, follow the instructions to create or update project and program rank values in the spreadsheet. Rank values can then be edited for subcategories with Source set as Manual. For subcategories with Source set as Thresholds, the Rank value is set to read-only and cannot be edited on the prioritization matrix. The import will fail if there are any invalid values in the spreadsheet. You can download the spreadsheet file to view and fix the errors indicated in the error column at the end of each worksheet, and then import the file again.

You must have sufficient privileges to perform this task.

To import rank values from Microsoft Excel:

  1. In the object selector, select a portfolio.
  2. In the sidebar, hover over Portfolio Analysis, and select Prioritization Matrix.
  3. On the Prioritization Matrix page, select the Actions menu, and then select Import.
  4. In the Import Portfolio Prioritization Matrix dialog box, select Browse, select a file, and then select Import.

Last Published Monday, June 24, 2024