Import Spreadsheet Data into PM Compass

To import data from your spreadsheet, it must meet the following requirements:

• The spreadsheet must include a tab called Import that contains the budget or forecast data you wish to import.

• The data must be in a structure that matches the structure defined in your File Integration Configuration that you set up in Step 3: Configure an Import File Integration Configuration in Cobra.

• The Import tab must only contain one class of data.

• The Import tab must contain only new or changed values, not replacement values.

Import Spreadsheet Data into PM Compass

To import the file:

1. In PM Compass, navigate to your workflow in Workflows » Change Management.

2. Click Change Details.

3. On the Change Details view toolbar, click Import.

4. In the Open dialog box, select the file whose data you want to import.