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 appears for all BPs, but it is supported only for the following BP types:

    • Simple BPs, such as Action items, Project Note, and Field Observations
    • Generic Line Item BPs, such as Daily Reports and Warranty
    • Generic Cost BPs, including 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, including 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, including Line item with CBS Code - Create SOV of General Spends and Payment Applications
    • Change Commit BPs, including Line item with CBS Code - Update SOV of General Spends and Payment Applications
    • General Spends, including Invoices

      Note:

      Use this process to create records in bulk across projects/shells. This process runs as a scheduled high-priority background job, which the system processes based on other jobs in the queue. Do not use this process to update existing BP records.

Due Date Behavior

The behavior of the due_date field depends on the Workflow Settings for the BP.

If the Override Workflow Due Date field is set to Yes, you can edit the Due Date during creation. A Due Date that you add or update through file import also applies.

If the Override Workflow Due Date field is set to No, you cannot edit the Due Date during creation. You also cannot edit the Due Date after the work starts or after the work moves to the next step in the workflow process

When you create or update workflow BP records through file import from CSV or Microsoft Excel, the system sets the Due Date based on the Workflow Settings. It ignores the Due Date in the input file.

Procedure

To create BP records in bulk across projects/shells in the Excel spreadsheet:

  1. Create the BP records in the Excel file.
  2. Import the Excel file into Unifier.
  3. View the import history details of the bulk creation process.
  4. View error details of BP records associated with the bulk update process.
  5. Resolve the errors and import the BP records again.