Project Details - Data Import Instructions – OnePlan Support provided by PPM Works

1. 1. 1. 1. 1. Open Import App
        
        2. Download the import template from Import App.
        
        NOTE: Once the excel template opens, YOU MUST SAVEAs a copy and use that copy for the import tool. DO NOT EDIT THE TEMPLATE DIRECTLY!
        
        3. Save a copy of the template: File -> Save a Copy -> To your own PC
        
        4. Prepare the Project Details Import File:
        
        Project Name/Plan Id: If the project already exists in OnePlan, use the Plan Id; if the project has not yet been imported into OnePlan, please enter the New Project Name.
        
        Top Level Portfolio: Specify the highest level of the hierarchy to which the project will belong.
        
        Note: If you want to import a new Portfolio, which is the highest level, leave the Top Level Portfolio blank.
        
        Parent Name: Put in the name of the level above the project (Platform/Program etc.)
        
        Plan Type: Plan Types are the Plan Hierarchies. You can check in OnePlan for the Plan Types you want for your project.
        
        All the rest of the fields: Follow the instructions above each of the highlighted color areas.
        
        NOTE: For your convenience, you can hide the fields not needed.
        
        5. Navigate back to R&D OnePlan Import PowerApp
        
        6. Select the BU/Group and Excel file (this is the file you saved in step 3 above) then Click the Import Selected File button
        
        NOTE: If you want to import new projects which not existing in OnePlan, select "Add New Projects" icon.
        
        7. Launch OnePlan to confirm the Project Details were successfully imported into OnePlan
        
        8. Close the R&D OnePlan Import app
        
        Import Success email will send to your BD email account.

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