Efficient data import is key to streamlining your workflow in Capexplan. This guide walks you through the process of importing various types of data using Capexplan’s built-in Import feature. With proper template usage, you can reduce manual entry and ensure consistency across your records.
1. Navigate to the Import Section
- From the Capexplan dashboard, go to the Help menu.
- Within this menu, select the Import option.
- This will take you to the Data Import interface.
The Import interface is organized into tabs, each corresponding to a specific data category, including:
- CapEx Request
- Budget Tracking
- Tracking Adjustments
- Suppliers
- Business Units
- WBS Elements
- Cost Codes
- Actuals and Commitments
2. Data Categories Overview
Each tab allows you to bulk upload data for that particular category:
- Suppliers Tab: Bulk upload your supplier list.
- Business Unit Tab: Upload multiple business units at once—ideal for large organizations.
- WBS Elements: Add WBS data in bulk, which is faster than manual entry.
- Cost Codes: Easily import your cost code structure.
- Actual and Commitment: Upload financial tracking data (note: different fields than the Tracking tab).
3. Understanding the Import Interface
Regardless of which tab you’re in, the process remains consistent. The Import interface has two main parts:
🔹 Left Side: Generate Template
- Select the required fields from entities and breakdown structures.
- Click the Generate Template button.
- The system will download a spreadsheet (CSV or Excel format).
- Enter your data in the downloaded file, making sure to align with system requirements.
🔹 Right Side: Upload Template
- Once your template is filled, return to Capex Plan.
- Use the upload feature to select and import your completed file.
- After successful upload, a confirmation message will be displayed.
4. Test and Familiarize
You can:
- Generate and download a template.
- Fill it out and upload it without saving data — to test and understand the workflow.
- Repeat this across different tabs to get comfortable with the import process.
