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1. Open Import App: Import App select RAID
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2. Download the import template from Import App.
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NOTE: Please use Save as for the document! Don’t edit directly on the template!
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3. Save a copy of the template: File -> Save a Copy -> To your own PC
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4. Prepare the RAID Plan 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 create the project into OnePlan first.
RAID Type: Risk / Action / Issue / Decision
Name: Put in RAID Name
All the rest of the fields: Follow the instructions above each of the highlighted color areas.
NOTE: For your convenience, you have the option to hide or delete the fields that are not needed.
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5. Back to PowerApps Import page
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6. Fill in the information in PowerApps: select BU/Group, put in Excel file, and click Import button
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7. Go to OnePlan to check whether all the information successfully import into OnePlan
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