Importing Task Types

You can import Task Types or partial Task Type information from text files. The process is similar to importing tasks into a template.

Note:

Task Type rules cannot be imported. Use Oracle Hyperion Enterprise Performance Management System Lifecycle Management to import Task Type rules.

For details on the file format, see Task Import File Format.

To import Task Types, you must have the Close Administrator or Close Power User security role.

To import Task Types:

1. Click Manage, and then Task Types.
2. Click Actions, and then Import.
3. Click Browse and navigate to the file.
4. Select an import option:

   • Replace—Completely replaces the definition of a Task Type with the definition in the import file. This option replaces all Task Type detail with the information that is in the file that you are importing. It does not affect Task Types that are not specified in the import file.

   • Update—Updates partial information for Task Types. This option is not a full replacement of the Task Type details. Only details for the Task Type properties specified in the file are updated.

   The system displays a warning that task types matching a task type ID in the import file will be modified. If you do not want to overwrite the task type, click Cancel.

5. Date Format

   Note:

   This feature is available only in 11.1.2.4.100 (patch 20307212). For information about new features and updating to release 11.1.2.4.100, see My Oracle Support https://support.oracle.com

   Select a Date Format from the drop down list of allowed date formats. Date formats are not translated. By default, the date format is set to the locale date format of the exported file location.

   For example:

   • MM/dd/yyyy

   • dd/MM/yyyy

   • dd-MMM-yy

   • MMM d, yyyy

6. Select a File Delimiter for the import file: Comma or Tab. Comma is selected by default.
7. Click Import.