Import Process Dates

You can import process dates from Excel, so that you can quickly enter dates in MS Excel and then upload them to Field View.

Download a process date template and enter the information in the Excel workbook, before starting this procedure.
Make selections on the Import Dates screen to customize the template you download to match the information you want to upload.
Fastpath: Project Setup > Process Manager Setup > Import Dates
  1. 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.
  2. Select Project Setup > Process Manager Setup > Import Dates.
  3. In the Location field, click, select the location on the project you want to import, and then click Apply.
  4. In the Process Name field, click the type of process you want to import.
  5. In the Choose Field to Import/Export area, select the option for the type of information you want to import related to processes.
  6. In the File to Upload area, click Browse, locate the file you want to upload, and then click Open.
  7. Click Upload.
  8. Click OK to confirm the type of data you are uploading to the project.

The data from the Excel template is displayed on screen.