How Do I Import Departments?

  1. Press the [Control Panel]
  2. Press the [Departments] menu option.
  3. Press the Import From File button.
  4. Press the Download Template button.
  5. Open the template file.
  6. Enter the details accordingly for the departments you wish to import. Note that total budget must equal the sum of the amounts of the monthly budgets, if entered.
  7. Press the Upload button.
  8. Locate the file you wish to upload. Press the Open button to upload the file to PLANERGY.
  9. Once and you are satisfied with the list, press the Import Valid button to add the items to your catalog in PLANERGY.
  10. Press the Back button to return to the Departments section.