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If there is at least one Project Indicator linked to the Geographic Area, then selecting “Generate” will generate the Targets template.
The generated Target Excel file will all be stored as ContentVersion files under the Files related list on the relevant Project Geographic Area.
ContentVersion record’s Created Date is the time stamp of download.
ContentVersion record’s Owner field displays the name of the user who downloaded the file.
If a user downloads an Excel file multiple times for the same Geographic Area, these ContentVersion files are updated to reflect the last download date, and the owner of the ContentVersion record is updated to the user who last downloaded the Targets.
The user may access all of the versions that have been downloaded by selecting “View previous versions.”
The updated ContentVerion file is posted on Chatter of the related Geographic Area record.
After the Excel template is generated, you’ll have the option to “View” or “Download” the generated Targets template.
Select “View” to view the file in a separate tab before downloading it.
Select “Download” to download the Excel file to your device.
The downloaded Excel Targets template will have two tabs:
Tab 1: Instructions: This tab will outline how to enter data in a compatible format to successfully upload the document onto the Set Targets page.
Tab 2: [Geographic Area + Reporting Period]: This tab will reflect the Geographic Area and all associated Reporting Periods for which the Targets template is downloaded. Below the header on the second tab, you can find the date and time of the download and the name of the user who downloaded the file.
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Navigate to the Set Targets page on the Project record and click the “Upload Targets” button.
In the Upload Targets popup, click on “Attach File” and select the Targets template saved on the your device. Alternatively, drop the Targets template in the drop zone (indicated by the dotted box) inside the popup.
If the selected file is validated, a green checkmark will be displayed next to the attached file.
If the selected file is not validated, a red cross will be displayed next to the attached file, and an error message(s) will be displayed below the attached file.
| Warning |
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Ensure you are uploading an Excel file. On attaching an unsupported file type, you will face an error message, “Incorrect file type. Only files in .xlsx format can be uploaded”. |
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A popup window appears to confirm the Excel template download for the selected Reporting Period and Geographic Area.
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If there is no Project Indicator linked to a Geographic Area and Reporting Period, then clicking on “Generate” will prompt an error message. |
If there is at least one Project Indicator linked to a Geographic Area and Reporting Period, then selecting “Generate” will generate the Excel Results template, and the user will get an option to “View” and “Download” the template.
Select “View” to preview the file in a new tab.
Select “Download” to download the Excel template onto your device.
The generated Results Excel file will all be stored as ContentVersion files under the Files related list on the relevant Reporting Period.
ContentVersion record’s Created Date is the time stamp of download.
ContentVersion record’s Owner field displays the name of the user who downloaded the file.
If a user downloads an Excel file multiple times for the same Geographic Area and Reporting Period, these ContentVersion files are updated to reflect the last download date, and the owner of the ContentVersion record is updated to the user who last downloaded the Results.
The user may access all of the versions that have been downloaded by selecting “View previous versions.”
The updated ContentVerion file is posted on Chatter of the related Reporting Period record.
The downloaded Results template will have two tabs:
Tab 1: Instructions: This tab will outline how to enter data in a compatible format to successfully upload the document onto the AddResults page.
Tab 2: [Geographic Area + Reporting Period]: This tab will reflect the Geographic Area and all associated Reporting Periods for which the Results template is downloaded. Below the header on the second tab, you can find the date and time of the download and the name of the user who downloaded the file.
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