Creating Business Process Records Across Projects/Shells From the Master Log

As a company-level user or partner user, you can create and upload a batch of business process (BP) records across projects/shells from a Microsoft Excel spreadsheet (.xlsx or .xlsm) if you have:

Access to the Master Log
Allow Bulk Creation permission
The Allow Bulk Creation permission, although visible for all BPs, is supported for only:
- Simple BPs such as Action items, Project Note, and Field Observations
- Generic Line Item BPs such as Daily Reports, Warranty
- Generic Cost BPs (Line item with CBS Code, Line item with Fund Code, Line item with CBS and Fund Code, and Line item with CBS and WBS Code)
- Transfer Cost BPs ( Line item with CBS Code, Line item with Fund Code, Line item with CBS and Fund Code, and Line item with CBS and WBS Code)
- Base Commit (Line item with CBS Code - Create SOV of General Spends and Payment Applications)
- Change Commit BPs (Line item with CBS Code - Update SOV of General Spends and Payment Applications)
  Notes:
  - It is recommended that you use this process to create several records in bulk across projects/shells. It is a scheduled high-priority background job and the job can be processed based on other background jobs in the queue.
  - Do not use this process to update existing BP records.

Behavior of the Due Date (due_date) Field

In the Workflow Settings field in the Workflow Setup of a BP, if the Override Workflow Due Date field is set as Yes, you can edit the due date in the creation step. If the Override Workflow Due Date field is set as No, you cannot edit the due date in the creation step. Also, you cannot edit the Due Date if the work has started or the work has moved to the next step (is in-flight) in the workflow process.

When you create workflow BP records through file imports (CSV or Microsoft Excel), the system currently sets the Due Date automatically based on the Workflow Settings; the Due Date provided in the input file is ignored. Also, when you update workflow BP records through file imports (CSV or Microsoft Excel), the system uses the Due Date that was based on the Workflow Settings and ignores the Due Date provided in the input file.

Procedure

To create business process (BP) records in bulk across projects/shells in the Excel spreadsheet:

Create the business process records in the Excel file.
For more information, see Creating the Excel File for Bulk Creating BP Records.
Import the Excel file into Unifier.
For more information, see Importing the Excel File for Bulk Creating BP Records.
View the import history details of the bulk creation process.
For more information, see Viewing Bulk Create Import History Details.
View error details of business process records, if any, associated with the bulk update process.
For more information, see Viewing Error Details of the Bulk Create Import Process.
Resolve the errors and re-import the business process records.
For more information, see Reusing the Error File Spreadsheet For Bulk Create Import Process.

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