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Import a PM/RM Schedule

You can use the import feature to automate the process of creating PM/RM schedules, thereby saving yourself considerable time and effort.  It is recommended that you create a schedule manually first to familiarize yourself with all of the details of PM/RM schedules.  

Note:   Using data importing requires some proficiency in Microsoft Excel.

Here is an overview of the process of importing schedules.  Read the topics linked to thoroughly.

  1. Read the Import and Export Data topic so that you are familiar with how to move data into and out of the system.
  2. Follow the instructions outlined in the Download an Empty Spreadsheet topic.
  1. Populate the spreadsheet with your schedule data.
  2. Import the spreadsheet using the instructions outlined in Step 1 above.