The Project Upload functionality is available for people who need to create many projects in NS Financials from one spreadsheet

Transcription

1 The Project Upload functionality is available for people who need to create many projects in NS Financials from one spreadsheet Enter the project details (including attributes) into the spreadsheet and load it into NS Financials Link to the Project Load Template

2 MANDATORY FIELDS OPTIONAL FIELDS * Click in the header (row 1) to make a drop down list of attributes visible and select one * Maximum 20 attributes * Leave attribute headers blank if not using that column

3 Please note the field length limitations of each field if you go over these lengths the spreadsheet will fail to load All other columns (optional fields) have a maximum length of 20 characters

4 When you ve finished preparing your sheet save it as a.csv file

5 When you ve finished preparing your sheet save it as a.csv file If you ve imported a spreadsheet before choose Find an Existing Value and search for your run control If this is the first time you re importing a spreadsheet create a new run control by clicking on Add a New Value

6 1. Your run control name 2. Leave the SetID as GROUP 3. Use the lookup icon to select your project type 4. Add the spreadsheet load.csv file to the run control 5. Save the run control (to use in the future) 6. Link to the Report Manager 7. Link to the Process Monitor 8. Run the process When you load another sheet you don t have to create a new run control, you can continue to use the first run control you set up every time you load a sheet

7 Choose the project type for the project you re creating, you may need to use different spreadsheets for different project types Choose Manual Number to use the project id s specified in your sheet Choose Auto Number when you want the system to assign project numbers (in these cases you would leave the project id field in the spreadsheet blank)

8 Click on Add to add your spreadsheet to the Run Control Don t forget to save! When the file is added the Add button will disappear and the file name will displayed Last step! When you have finished setting up your run control (i.e., added the file and saved it) and are ready to load the spreadsheet press the Run button

9 Select the processes you want to run and click on the OK button Leave the three fields to the left blank (server name, recurrence and time zone) The date and time fields will default to today and now, if you wish to run this process at some other time (overnight or even the next day) set these fields to those details

10 You need to wait for the process has run successfully before accessing your projects in NS Financials, to do that to the Process Monitor (there s a shortcut to the Process Monitor at the top right of your screen) While the process is either in the queue or running you can click on the Refresh button to refresh the status. When the Run Status says Success and the Distribution Status says Posted you are ready to check the error report.

11 When the process has run to Success and has been Posted in the Report Manager you need to go there to check the error report (there s a shortcut to the Report Manager at the top right of your screen) Click on the process that you want to see the report of and then open it (it will be the only pdf in the list)

12 No errors Errors

13 If there are any errors you will need to correct them on the sheet and re-load it When you load another sheet you don t have to create a new run control, you can continue to use the first run control you set up every time you load a sheet Add the menu path to your favourites so that you don t have to remember where in the menu it is

14 Home < Finance Help Desk x53330 VIEW HANDBOOKS - Finance Roles & Responsibilities - Please, send Finance your feedback - Contact Finance Guidance