Download a Template for Process Dates
You can download the template for process dates, used to quickly enter dates in MS Excel and then upload to Field View.
- Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
- Select .
- In the Location field, click, select the location you want to import, and then click Apply.
- In the Process Name field, click the type of process you want to import.
- In the Choose Field to Import/Export area, select the option for the type of information you want to import related to processes.
- Click the Export button .
- Save the file using the browser controls.
Once you download a template, complete the information in the Excel file, and then upload the data.