Change list separator when importing a budget

Line separators are used for listing multiple items in a budget file. There are accepted line separator values that the application permits when a file is imported from an external source. When you import a file, use the Select List Operator option to set a defined list separator value. The selected operator replaces all the values used in the file to separate multiple data entries in the line plan columns. A warning message notifies you if the list operator that you have selected is not compatible with the list separator used in the file you are importing.

  1. Drag and drop the budget file from your local folder to the Collection Plan panel.
  2. In the Import CSV file dialog box, select a list separator and click OK.
    Note: When the selected list separator is not compatible with the value that is used on the .csv file you are importing, a warning message is displayed. You can re-import the .csv file again and select a different list separator value that permits the import action to proceed.

    If the .csv file does not contain multiple data entries that must be separated, the Select List Operator option is still applied.