Registering Spreadsheet Template for Service Portfolio Import
3 min
The purpose of this functionality is to optimize the creation of various services and, consequently, their activities within one or more service portfolios.
🖊 Note: When generating spreadsheets regardless of the format, the user will find hyperlinked fields. These fields retrieve the enumerated reference with the field description. In these cases, the user will use the enumerated one to fill the correct list.
Before getting started
To load the Service Portfolio, it is necessary:
To register previously the service type and service category.
Procedure
- Access the functionality through the main menu System > Data Importing and Loading > Service Portfolio Load;
- To register a spreadsheet template to import, click on the "Spreadsheet Template for Import" tab;
- The spreadsheet to import is structured step by step to create a service portfolio with the steps Portfolio, Service, and Activity (Incident/Request);
- To generate the spreadsheet template in ".xls", click on "Generate Template .xls";
- To generate the spreadsheet template in ".xlsx", click on "Generate Template .xlsx".