How to Import Material Planning Data

In this topic, we'll show you how to import material planning data to your projects.

  1. Click on the Material Management module from the left navigation.  

      

  2. Click on Material Planning.

      

  3. Click on the Import Material Planning Data button located on the top right corner of the screen.

      

  4. Click on the xlsx or xls link, to download the Material Planning Data Template File.

      

  5. Follow the instructions in the Material Planning Data Template File to add your data to the file.

  6. Click on the Browse button, select the new Material Planning Data Template File (with your data) from your computer and upload the file.

      

  7. Your data will be successfully imported.

      

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