This procedure allows you to create risks and define their attributes by importing the risk data from an external file. This file can be a tab delimited text file or an MS Excel spreadsheet. This procedure allows you to add new risks as well as update the existing risks.
You can customize the view of the Import panel from the View Settings.
Follow the procedure below to import new risk data.
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Navigate to Portfolios > Risks.
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Click the Import tab.
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Navigate to Sheet > Import. The Import Spreadsheet dialog box appears.
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Click the Choose File button to select the required file.
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Select the required Format as per the selected file. The available values are listed below:
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Excel
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Tab-delimited
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From Import Rule for Incoming Records, select the Create / Update Existing option.
On selecting this option, the system makes sure if the Internal ID of the new risk
records matches the internal ID of an existing records, then values on the existing
records get updated.
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Select the Preview data before saving check box to validate the data before importing.
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Click the OK button to import the file.
Verify the data on the screen, if there are any missing or blank fields, click the
Refresh button to discard the data and repeat the above procedure to import the file again.
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Click the Save
icon.
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Only the data from the first tab of the MS Excel spreadsheet is imported into the import spreadsheet.
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Portfolio ID, Risk ID, Description and Status ID are the mandatory fields.
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