Cost Center Import - Revision history

Larson-rodger at 14:54, 26 May 2016

2016-05-26T14:54:47Z

Larson-rodger at 14:52, 26 May 2016

2016-05-26T14:52:54Z

Larson-rodger at 14:49, 26 May 2016

2016-05-26T14:49:49Z

Larson-rodger: /* Cost Center Import */

2016-05-24T16:50:57Z

‎Cost Center Import

Larson-rodger at 16:50, 24 May 2016

2016-05-24T16:50:37Z

Larson-rodger: Created page with "== Cost Center Import == Add Cost Center Import to the transport request system. {| class="wikitable" |- style="vertical-align:top;" |'''1'''
2016-05-24T16:49:36Z

Created page with "== Cost Center Import == Add Cost Center Import to the transport request system. {| class="wikitable" |- style="vertical-align:top;" |<big>'''1'''</bi..."

New page
== Cost Center Import ==
Add Cost Center Import to the transport request system.

{| class="wikitable"

|- style="vertical-align:top;"
|<big>'''1'''</big>
|Click the large '''Admin''' icon to open the Administration window. [[Image:Administration.png]]

Under the '''Account''' section, press the '''Cost Center Import''' link. The Cost Center Import window will open.
# To edit a Cost Center Import template, click the '''Download CostCenter Import Template''' link at the top of the window.
# To upload a new Cost Center Import template, press the '''Select Files''' button.

[[File:Admin-Account-CostCenterImportHome1.png|1000x1000px]]

|- style="vertical-align:top;"
|<big>'''2'''</big>
|'''Edit a Cost Center Import'''
# Click the '''Download CostCenter Import Template''' link at the top of the window.
# The delay '''ImportTemplateCostCenter'' excel file will download.
# Open the file and make changes, then save the revised file under a new name.
# Use the '''Select Files''' button to find and upload the edited version. The file will be uploaded to the window.
# Skip to Step 4.
[[File:Admin-Account-CostCenterImportDownloadTemplate2.png|1000x1000px]]

|- style="vertical-align:top;"
|<big>'''3'''</big>
|'''Add a New Cost Center Import A'''
# Once the new template is prepared, press the '''Select Files''' button.
# Select the new template you have prepared
# Press the '''Open''' button.

[[File:Admin-Account-CostCenterImportTemplate3.png|1000x1000px]]

|- style="vertical-align:top;"
|<big>'''4'''</big>
|'''Add a New Cost Center Import B'''
The file will be uploaded to the window.
Press the '''Upload''' button to place it into the system.

[[File:Admin-Account-CostCenterImportSelectedFiles4.png|1000x1000px]]

|- style="vertical-align:top;"
|<big>'''5'''</big>
|The Window will show the import file's name.

[[File:Admin-Account-CostCenterImportUploaded5.png|1000px]]

|}

@@ Line 32: / Line 32: @@
 # Find and select the new template you have prepared with the new data.
 # Press the '''Open''' button.
 [[File:Admin-Account-CostCenterImportTemplate3.png|1000x1000px]]
@@ Line 38: / Line 37: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">5</font>'''</big>
-|The file will be uploaded to the window.
+|The file will be uploaded to the window. The file will be listed on the screen.
 Select the file and press the '''Upload''' button to place it into the system.
@@ Line 46: / Line 45: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">6</font>'''</big>
-|The Window will show the import file's name.
+|The Window will show the import file's name. The data should now be in the system.
 [[File:Admin-Account-CostCenterImportUploaded5.png|1000px]]
 |}

@@ Line 20: / Line 20: @@
 [[File:Admin-Account-CostCenterFillOutTemplate3b.png|1000x1000px]]
-Use the '''Select Files''' button to find and upload the edited version. The file will be uploaded to the window.
+|- style="vertical-align:top;"
 [[File:Admin-Account-CostCenterImportDownloadTemplate2.png|1000x1000px]]
@@ Line 26: / Line 28: @@
 |- style="vertical-align:top;"
-|<big>'''<font size="5">3</font>'''</big>
+|<big>'''<font size="5">4</font>'''</big>
 |'''Add the New Cost Center Import Data to the Template'''
-# Once the new template is prepared, press the '''Select Files''' button.
+# Find and select the new template you have prepared with the new data.
-# Select the new template you have prepared
 # Press the '''Open''' button.
+The file will be listed on the screen.
 [[File:Admin-Account-CostCenterImportTemplate3.png|1000x1000px]]
 |- style="vertical-align:top;"
-|<big>'''<font size="5">4</font>'''</big>
+|<big>'''<font size="5">5</font>'''</big>
 |The file will be uploaded to the window.
-Press the '''Upload''' button to place it into the system.
+Select the file and press the '''Upload''' button to place it into the system.
 [[File:Admin-Account-CostCenterImportSelectedFiles4.png|1000x1000px]]
@@ Line 44: / Line 45: @@
 |- style="vertical-align:top;"
-|<big>'''<font size="5">5</font>'''</big>
+|<big>'''<font size="5">6</font>'''</big>
 |The Window will show the import file's name.

@@ Line 1: / Line 1: @@
 == Cost Center Import ==
-Add Cost Center Import to the transport request system.
+Add Cost Center Import to the transport request system by downloading the blank template, populate the spreadsheet with the outside data, then select the spreadsheet and upload it to the system.
 {| class="wikitable"
@@ Line 9: / Line 9: @@
 Under the '''Account''' section, press the '''Cost Center Import''' link. The Cost Center Import window will open.
-# To edit a Cost Center Import template, click the '''Download CostCenter Import Template''' link at the top of the window.
-# To upload a new Cost Center Import template, press the '''Select Files''' button.
+To edit a Cost Center Import template, click the '''Download CostCenter Import Template''' link at the top of the window. The blank template will be sent to your download folder.
 [[File:Admin-Account-CostCenterImportHome1.png|1000x1000px]]
@@ Line 16: / Line 16: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">2</font>'''</big>
-|'''Edit a Cost Center Import'''
+|Once the  '''ImportTemplateCostCenter'' excel file is downloaded.
-# Click the '''Download CostCenter Import Template''' link at the top of the window.
-# The delay '''ImportTemplateCostCenter'' excel file will download.
 # Open the file and make changes, then save the revised file under a new name.
-# Use the '''Select Files''' button to find and upload the edited version. The file will be uploaded to the window.
+[[File:Admin-Account-CostCenterFillOutTemplate3b.png|1000x1000px]]
-# Skip to Step 4.
 [[File:Admin-Account-CostCenterImportDownloadTemplate2.png|1000x1000px]]
@@ Line 27: / Line 27: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">3</font>'''</big>
-|'''Add a New Cost Center Import'''
+|'''Add the New Cost Center Import Data to the Template'''
 # Once the new template is prepared, press the '''Select Files''' button.
 # Select the new template you have prepared