Importing and Exporting an Item Master

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Project Managers can import a set of items and sub-items and related data. A sample template is provided for formatting the data to be imported. The Item Master can also be exported in XML format.

To prepare a file of items for import:

1.From the Item Master page, in the Import Item Master and Standard Issues from File section, click the Sample CSV File link. The File Download dialog opens.
2.Click the Open button to open the sample template. The template opens in Excel.
3.Using the sample template, enter the items information and save the file to your local drive.

To import areas and sub-areas:

1.From the Item Master page, in the Import Item Master and Standard Issues from File section, click the Browse button. The Choose file to Upload dialog for your local drive opens.
2.Navigate to the appropriate file and click the Open button. The file uploads and the area display in the Item Master page.

To export an Item Master:

1.From the Item Master page, in the Import Item Master and Standard Issues from File section, click the Export Existing Item Masters button. A confirmation dialog opens.
2.Click the OK button. The File Download dialog-box opens.
3.Click the check to include IDs into XML checkbox to if you want to re-import the Item Master with its map to existing items.
4.Click the Open button. The exported XML displays in your browser.

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