Settings

The settings available in the template manager's Settings tab are described in the table below:

Setting	Description
Project Name	Required. Used to create the project in Portfolio; must be unique per batch.
Start Year	Required.
Periodicity	Required.
Project Type	Optional.
Import Start Date	Required if any periodic data is set up using the Import Dates mapping option. Impacts the start date of the imported data.
Import End Date	Required if any periodic data is set up using the Import Dates mapping option. Impacts the end date of the imported data.
Is Failure Scenario	Optional.
Other Settings	Optional.
Period	Required. Defines the column that contains the period information.
Data Start Row	Required. Defines the row on which the import data starts.
Data Header Row	Required if any data is set up using Worksheet Column Lookup mappings. Defines the row on which the loader will search for lookup values in any Worksheet Column Lookup mappings.
Worksheets to Include	Allows the user to select which worksheets will be processed, others will be ignored. The default is to import data from all worksheets.
Worksheets to Exclude	Allows the user to select which worksheets will be ignored, others will be processed. Will be ignored if 'Worksheets to Include' has been set.
Project Data Sheet	Required.
Project Periodic Data Length	Required. Defines the default number of periods containing periodic data.

Single Project Workbook

The settings for a Single Project Workbook mapping template are defined as shown in the table below.

Setting	Mapping variable
Project Name	Workbook Name; User Entered; Workbook Range; Worksheet Range
Start Year	Manual Setting; Import Date; User Entered; Workbook Range; Worksheet Range
Periodicity	Annually; Semiannually; Quarterly; Monthly; Mixed
Project Type	Manual Setting, User Entered, Workbook Range, Worksheet Range
Import Start Date	User Entered; Import Date; Workbook Range; Worksheet Range
Import End Date	User Entered, Import Date; Workbook Range; Worksheet Range
Is Failure Scenario	User Entered; Workbook Range; Worksheet Range
Other Settings	User Entered; Workbook Range; Worksheet Range
Period	n/a
Data Start Row	n/a
Data Header Row	n/a
Worksheets to Include	n/a
Worksheets to Exclude	n/a
Project Data Sheet	n/a
Project Periodic Data Length	n/a

Single Project Worksheet

The settings for a Single Project Worksheet mapping template are defined as shown in the table below.

Setting	Mapping variable
Project Name	Worksheet Name; User Entered; Worksheet Range
Start Year	Manual Setting; Import Date; User Entered; Worksheet Range
Periodicity	Annually; Semiannually; Quarterly; Monthly; Mixed
Project Type	Manual Setting; User Entered; Worksheet Range
Import Start Date	User Entered; Import Date; Worksheet Range
Import End Date	User Entered; Import Date; Worksheet Range
Is Failure Scenario	User Entered; Worksheet Range
Other Settings	User Entered; Worksheet Range
Period	n/a
Data Start Row	n/a
Data Header Row	n/a
Worksheets to Include	Sheet Selection
Worksheets to Exclude	Sheet Selection
Project Data Sheet	n/a
Project Periodic Data Length	n/a

Multi-Project Worksheet

The settings for a Multi-Project Worksheet mapping template are defined as shown in the table below.

Setting	Mapping variable
Project Name	User Entered; Worksheet Column; Worksheet Column Lookup
Start Year	Manual Setting; Import Date; User Entered
Periodicity	Annually; Semiannually; Quarterly; Monthly; Mixed
Project Type	Manual Setting; User Entered; Worksheet Column; Worksheet Column Lookup
Import Start Date	User Entered; Import Date
Import End Date	User Entered; Import Date
Is Failure Scenario	User Entered
Other Settings	User Entered; Worksheet Column; Worksheet Column Lookup
Period	Worksheet Column; Worksheet Column Lookup
Data Start Row	User Entered
Data Header Row	User Entered
Worksheets to Include	Sheet Selection
Worksheets to Exclude	Sheet Selection
Project Data Sheet	n/a
Project Periodic Data Length	n/a

Single Variable per Worksheet

The settings for a Single Variable per Worksheet mapping template are defined as shown in the table below.

Setting	Mapping variable
Project Name	User Entered; Worksheet Range
Start Year	Manual Setting; Import Date; User Entered
Periodicity	Annually; Semiannually; Quarterly; Monthly; Mixed
Project Type	Manual Setting; User Entered; Worksheet Range
Import Start Date	User Entered; Import Date
Import End Date	User Entered; Import Date
Is Failure Scenario	User Entered
Other Settings	User Entered; Worksheet Range
Period	n/a
Data Start Row	n/a
Data Header Row	n/a
Worksheets to Include	n/a
Worksheets to Exclude	n/a
Project Data Sheet	Sheet Selection
Project Periodic Data Length	n/a

Single Row Project

The settings for a Single Row Project mapping template are defined as shown in the table below.

Setting	Mapping variable
Project Name	User Entered; Worksheet Column; Worksheet Column Lookup
Start Year	Manual Setting; Import Date; User Entered
Periodicity	Annually; Semiannually; Quarterly; Monthly; Mixed
Project Type	Manual Setting; User Entered; Worksheet Column; Worksheet Column Lookup
Import Start Date	User Entered; Import Date. N.B.: Not supported for loading periodic variables
Import End Date	User Entered; Import Date. N.B.: Not supported for loading periodic variables
Is Failure Scenario	User Entered
Other Settings	User Entered; Worksheet Column; Worksheet Column Lookup
Period	n/a
Data Start Row	User Entered
Data Header Row	User Entered
Worksheets to Include	Sheet Selection
Worksheets to Exclude	Sheet Selection
Project Data Sheet	n/a
Project Periodic Data Length	User Entered