Using Infor Spreadsheet Designer

Infor Spreadsheet Designer is the recommended method for adding and maintaining your close structure. It is the most efficient way to add and change large amounts of data. Templates have been provided to get you started with loading and maintaining your close process.

Use the CloseTaskImportTemplate.xlsx file to load your close process structure. These sheets are available in the workbook:

• The Process sheet is used to import the top process summary record.
• The Sub process sheet is used to import sub process summary records under the process record.
• The Task sheet is used to import task detail records under either the process or sub process records.

The sample template imports this structure:

ISD Auto Seq Process 1

* ISD Auto Seq SubProcess 1

** Task A for Subprocess 1

** Task B for Subprocess 1

** Task C for Subprocess 1

* ISD Auto Seq SubProcess 2

** Task A for Subprocess 2

** Task B for Subprocess 2

* ISD Auto Seq SubProcess 3

** Task A for Subprocess 3

** Task B for Subprocess 3

** Task C for Subprocess 3

** Task D for Subprocess 3