You can export a CSV template that includes the upper form and detail form fields as columns. These fields include the header fields from the upper form and the line item SOV fields from the detail form, including the detail line item fields defined in Integration.
You can modify the exported CSV template and import it to create a the upper form header information and the detail line items for the new business process.
To export a copy of the change commit business process template
- Navigate to the change commit business process log.
- Choose File > Export Template > CSV.
- Click Open to open the file in Excel, click Save to save the file to your local drive. The template exports with no data in it, and contains only the column headings.
To modify the exported change commit business process template
- Open the exported CSV file in Microsoft Excel.
- Enter the business process information into the spreadsheet. Each upper form header record must begin with an "H". Each line item must begin with a "D". For multiple tabs, you must enter appropriate tab name in the Tab Name column.
- Enter data into the required fields, as well as non-required fields as needed.
Notes:
- Data for formula-based columns is ignored.
- If auto-populated data is provided, the system will import the value, and will not override the imported values except for fields auto-populated by Base Commit, Change Commit, or Unit Cost Control.
- Any line items with the Amount equal to zero will not be imported.
- Use to add new business process records only; not to modify existing business processes.
- All data created through the CSV import is rolled up to the cost sheet
- You might find that you have to change some of the cells in the CSV file to Text type in order for data to import correctly. For example, if you have a CBS code of 1-1, Microsoft Excel can interpret this entry as a month‐day combination and reformat it to Jan-1. In this case, your data import will fail because this data is now an invalid CBS code.
To import the change commit business process template
- Navigate to the change commit business process log.
- Choose File > Import.
- Browse to select the file to import.
- Click OK. The new business processes are listed in the log.
If there are any import errors, you can open the CSV file to view and correct the error. No records are imported if any row contains an import error.