The R&D Import App allows users to import data into OnePlan from an Excel spreadsheet template.
- From the header of OnePlan, click on the BD Apps icon and select Import App.
- This will launch the Import App in Power Automate, select the data you want to import using one of the five (5) Select Import Data buttons.
Here are links to the individual instructions to import data:
- Import Data - Project Details
- Import Data - Resource Plans
- Import Data - Financials
- Import Data - RAID
- Import Data - Manual Resources
Comments
0 comments
Please sign in to leave a comment.