Import Commitments Page
You are taken through a three step wizard when importing commitments. A description of the fields and buttons on each step is below.
For detailed steps see Import Commitments.
Step 1 of 3:
- Project Identifier: Select a Project Identifier. This is a unique ID that will identify which project the budget import is for, examples include project name and project number. Project identifiers are entered into e-Builder as required project custom fields. For multiple options to display, the Do not allow duplicates check box must be selected on the Edit Custom Fields page.
- Browse...: Click to select the import file.
Step 2 of 3: Field Mappings
Use this section to map the fields in your spreadsheet to the default commitment built-in fields in e-Builder. For each required and optional built-in field, click the drop-down arrow and select the corresponding field in the spreadsheet. If the column names in your spreadsheet are identical to the built-in fields, they will populate automatically.
- Previous: Click to return to the previous page.
- Next: Click to go to the next step of the import process after all fields have been completed.
- Cancel: Click to cancel the import process and return to the Data Entry page.
Step 3 of 3: Review
The Preview tab displays by default and allows you to review the details of the import; whether it was successful or not. If there were errors, details display on the Exceptions tab.
- Exceptions Tab: Lists all errors, if any. Click the Export Exceptions button to export details to a spreadsheet.
- Warnings Tab: Lists all warning messages, if any.