Import Line Items Review Page

The Import Line Items Review page is displayed as the last page of the import wizard while importing budget template line items.

Fields and Buttons

The fields and buttons located on this page are:

  • Previous: This button displays if the import was not successful. Click this button to return to the previous page and edit field mappings.
  • Save: This button only displays for successful imports. Click this button to save the file import.
  • Cancel: Click this button to close this page and return to the Budget Template Details page. All unsaved data will be lost.
  • File Name: This field displays the name of the imported file.
  • Rows in File: This field displays the amount of data rows in the imported file.
  • Rows To Be Imported: This field displays the number of rows that remain to be imported.
  • Rows With Exceptions: This field displays the number of rows in the spreadsheet that have exceptions. Exceptions are data rows that did not merge properly. Details of these errors are located on the Exceptions tab.
  • Account Code: This field displays the account code.
  • Description: This field displays the description of the line items as entered in the previous step.
  • Allow Charges: This field displays the cost entity chosen to allow charges for as entered in the previous step.

The Exceptions tab displays any errors that occurred during the import. If there are any exceptions, you cannot continue with the import; the Import button will be grayed out. You must go back to the imported sheet and correct what is wrong.

  • Export Exceptions: Click this button to export exceptions data to a Microsoft Excel ® spreadsheet.