Business Processes Supported by the Bulk Update Export/Import Process

If you have the Allow Bulk Edit permission, the toolbar of the business process you select in the Logs node displays the Bulk Update menu with the following three menu items:

  • Export Data
  • Import Data
  • Import History Details

The Excel file generated by the Bulk Update export/import menu items displays the following worksheets for supported business processes listed below. For more information about each worksheet, see Microsoft Excel File Format For Bulk Update Export/Import Process.

Supported Business Processes SOV Type Instructions Worksheet Main Form Worksheet Line Items Worksheet Codes and Descriptions Worksheet SOV Line Items Worksheet
Company-level Simple BPs (workflow and non-workflow)   Yes

Yes.

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action
 No No No
Shell-level Simple BPs (workflow and non-workflow)   Yes

Yes.

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action
 No No No

Company-level *Line Item BPs, Generic Classification (workflow and non-workflow)

*Excludes Vendor BPs

   Yes

Yes

For Line Item BPs with cost code data in the Upper form, the worksheet also displays a Cost Code field.

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action
 Yes No No
Shell level Line Item BPs (workflow and non-workflow)   Yes

Yes

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action
 Yes No No
Cost BPs, Line items with CBS Code, Generic Classification, (workflow and non-workflow)   Yes

Yes

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action

Yes

If the work package picker is included in the BP, the worksheet includes a Work Package field with a drop-down list of values. You can edit the line item.

If the BPO or BPO Line Item picker is included in the BP, the worksheet includes the BPO and BPO Line Item picker as read-only fields.

Yes No
Cost BPs, Line item with CBS Code, Budget Transfer Classification (workflow and non-workflow)   Yes

Yes

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action
 Yes Yes No
Cost BPs, Line item with CBS Code, Base Commit Classification (workflow and non-workflow) General Spends SOV (with Individual Commit Line Items) Yes

Yes

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action

If you choose to export the Main form and line items, the worksheet also displays the following read-only fields by default:

  • currency picker
  • rate in project currency
  • rate in base currency
  • override rate
 Yes

Yes

Displays both active and inactive cost codes

 No
Cost BPs, Line item with CBS Code, Base Commit Classification (workflow and non-workflow) Payment Applications SOV (with Individual Commit Line Items) Yes

Yes

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action

If you choose to export the Main form and line items, the worksheet also displays the following read-only fields by default:

  • currency picker
  • rate in project currency
  • rate in base currency
  • override rate
 Yes

Yes

Displays both active and inactive cost codes.

 No
Cost BPs, Line item with CBS Code, Change Commit Classification (workflow and non-workflow) General Spends SOV Yes

Yes

For change commit records, the worksheet also displays a read-only Reference Commit field with values.

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action

Yes

For in-flight records associated with the same contract, the worksheet also displays a Reference field with a list of all reference codes from the SOV sheet of the selected contract for that record.

For multiple in-flight records that reference different contracts, the worksheet displays a Reference field with a list of all reference codes from the SOV sheet of the associated contract.

Yes

Yes

The worksheet displays a list of all SOV values across all contracts.

 
Cost BPs, Line item with CBS Code, Change Commit Classification (workflow and non-workflow) Payment Applications SOV Yes

Yes

For change commit records, the worksheet also displays a read-only Reference Commit field with values.

For workflow BPs, the data elements are displayed from the Integration tab. The following fields also display:

  • Workflow Name
  • Current Step Name
  • Workflow Action

Yes

For in-flight records associated with the same contract, the worksheet also displays a Reference field with a list of all reference codes from the SOV sheet of the selected contract for that record.

For multiple in-flight records that reference different contracts, the worksheet displays a Reference field with a list of all reference codes from the SOV sheet of the associated contract.

Yes

Yes

The worksheet displays a list of all SOV values across all contracts.
Cost BPs, Line item with CBS Code, General Spends Classification (workflow and non-workflow)**   Yes

Yes

Also displays a read-only Reference Commit field. It will also include record data from terminal status records if the end form is an Action form.

For workflow BPs, the data elements are displayed from the Integration tab. The following fields additionally display:

  • Workflow Name
  • Current Step Name
  • Workflow Action

Yes

Displays CBS codes associated with the SOV referenced in all the exported line items.

 Yes

Yes

Displays all SOV line items across multiple contracts in the following fields:

  • refid (Label of field)
  • Ref. (label of uuu_sovlinum field)
  • CBS Code
  • Commit Short Description

** Bulk Update is not currently supported for General Spends Classification of Cost BPs with Line item of CBS Code (both workflow and non-workflow) if breakdown rows exist in the referenced Schedule of Values (SOV).