Import
The Workforce Budgeting Import page is the starting point to add, edit, or run load groups or individual load definitions.
| Option | Description |
|---|---|
| Connect | List of CPM models defined by a CPM model data source. The user must have the CPM Administrator role |
Load Groups
Workforce Budgeting import loads disparate types of information, such as position definitions or allocations, into CPM's Workforce Budgeting module. CPM supports multiple different load definition types to load the information. Load groups organize the defined loads into a single group that is automatically loaded in the correct order. For example, spread or allocation definitions must load first before position definitions because they are part of the position definition.
The section options are:
| Option | Description |
|---|---|
|
Add a load group. A load group is added and the name is highlighted. Specify a name for the load group by typing over the highlighted name. |
|
Refresh the page to the last saved state. |
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Delete the selected item. Deleting a load group deletes all the load definitions in the group. |
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Select the load group and expand the Load Definition section. |
| Import Group | Name of the load group. |
| Description | Description of the load group. |
| Status | Displays the status of the load definition.
The valid states are:
|
| Created By | User ID of the person who created the load definition. |
| Created On | Date and time the load group was created. |
| Modified By | User ID of the person who last made a change. |
| Modified On | Date and time of the last modification. |
Load Definition
The Load Definition section is where you create load definitions, edit load definitions, and run load definitions. You can also check on the individual load status as well as errored records and loaded records.
The section options are:
| Option | Description |
|---|---|
|
|
Adds a load definition. |
|
|
Refresh the page to the last saved state. |
|
|
Delete the selected item. |
| Import | Imports the selected load definitions. |
| Load Type | Displays the load type. |
| Load | Name of the load definition. |
| Source (table or file) | Displays the name of the source file or table. |
| Ignore Errors | Displays the Ignore Errors setting. |
| Last User To Run | User ID of the person who last ran the load. |
| Last Run | Date and time of the last load. |
Click Load Status to review the status for the last time a load was run.
Click Details to review the audit trail for the last time a load was run. You can review only the errors or the entire load file including any error information.