Using Import to Create Change Commit Records

You can export a CSV or Microsoft Excel template that includes upper form and detail form fields as columns. The template includes header fields from the upper form, line item Schedule of Values (SOV) fields from the detail form, and detail line item fields defined in Integration.

You can modify the exported CSV or Excel template and import it to create upper form header information and detail line items for a new business process (BP).

Export the Change Commit BP Template

To export the template:

  1. Navigate to the Change Commit BP log.
  2. From the toolbar, select Actions, and then select Export CSV Template or Export Microsoft Excel Template.

    Depending on your browser, the template downloads automatically, or you are prompted to download it manually.

Modify the Change Commit BP Template

To modify the template:

  1. Open the exported CSV or Excel file in Microsoft Excel.
  2. Enter the BP information in the spreadsheet.

    Each upper form header record must begin with H. Each line item must begin with D. For multiple tabs, enter the appropriate tab name in the Tab Name column.

  3. Enter data in the required fields and any nonrequired fields as needed.

Important Information

  • Data for formula-based columns is ignored.
  • If you provide auto-populated data, the system imports the value and does not override the imported values, except for fields auto-populated by Base Commit, Change Commit, or SOV.
  • Any line items with an amount of zero are not imported.
  • Use the template to add new BP records only. Do not use it to modify existing BP records.
  • Data created through CSV import rolls up to the cost sheet.
  • For data to import correctly, you might need to change some cells in the CSV file to text type. For example, if you have a CBS code of 1-1, Microsoft Excel can interpret the entry as a month-day combination and reformat it to Jan-1. In this case, the data import fails because the CBS code is invalid.

Import the Change Commit BP Template

To import the template:

  1. Navigate to the Change Commit BP log.
  2. From the toolbar, select Actions, select Import, and then select From CSV Template or From Microsoft Excel Template.
  3. Browse to select the file to import, and then select Next.
  4. Add any attachments to the import.
  5. Select Upload when you finish.

    If import errors occur, open the CSV or Excel file, correct the errors, and import the file again. No records are imported if any row contains an import error.