Proposal Import Job
Use the Proposal Import Job scheduled process to import product proposals from an external system.
Data is imported from a CSV file into the Concept Design work area. Proposal cost, revenue, resource, and portfolio information is included in the import.
When to Use
You can use this process to import proposals in the Concept Design work area.
Note:
Before you use this process, you must import the CSV file through File Import and Export, and run the Load Interface for Import scheduled process.
Privileges Required
- Manage Product Proposal (ACD_MANAGE_PRODUCT_PROPOSAL_PRIV)
Specifications
Review the following before setting up this scheduled process:
Specification | Description |
---|---|
Job Type | Unplanned. |
Frequency | As required. |
Time of Day | As and when required. |
Duration |
Based on data volume. |
Compatibility | There’s no current functional need to run multiple instances of this process simultaneously. |
Parameters
None.
Troubleshooting Information
- You can view the status of the Proposal Import job in the Scheduled Processes work area.
- The validation errors and warning messages that prevented the import display in the log.
- Interactive warning validations aren't performed.
- When the program is submitted, you can perform the following actions in the Scheduled Processes work area: Resubmit, Put on Hold, Cancel Process, and Release Process.