How Do I Update Departments?

  1. Press the [Control Panel]
  2. Press the [Departments] menu option.
  3. Press the Import From File button.
  4. If you do not already have the template file to work from, press the Download Template button. If you do, open the template you’ve been working from.
  5. Edit the details accordingly for the departments you wish to update.
  6. Press the Upload button.
  7. Locate the file you wish to upload. Press the Open button to upload the file to PLANERGY.
  8. Once the file uploads, the Action should read “Update.” This signifies that departments already in the system will be updated accordingly.
  9. Once satisfied with the data, press the Import Valid button to update the information in the system.
  10. Press the Back button to return to the Departments section.