Database loading screen

This screen opens when you add a database data source. For instructions on how to load data, see Load data from a database. All fields are described in the table below.

Field	Description
Refresh	Click to refresh the hierarchy if the source database has changed since the PLAN document was created.
Connect Automatically	Check to re-establish the connection to the selected data source automatically when you need to reload data.
Mutually Exclusive Group	Determines the field by which projects will be grouped when data is loaded and optimization takes place. All projects in a Mutually Exclusive group (MEG) must have the same project type; PLAN assumes that the project type for the first project in an MEG is the default project type for the whole MEG. For more information, see Mutually Exclusive Groups. Note: If projects of a different type are detected in the data load, they will be removed from the MEG, and a warning message will be displayed when navigating to the Analyze Portfolio workspace.

Field

Description

Refresh

Click to refresh the hierarchy if the source database has changed since the PLAN document was created.

Connect Automatically

Check to re-establish the connection to the selected data source automatically when you need to reload data.

Mutually Exclusive Group

Determines the field by which projects will be grouped when data is loaded and optimization takes place. All projects in a Mutually Exclusive group (MEG) must have the same project type; PLAN assumes that the project type for the first project in an MEG is the default project type for the whole MEG. For more information, see Mutually Exclusive Groups.

Note: If projects of a different type are detected in the data load, they will be removed from the MEG, and a warning message will be displayed when navigating to the Analyze Portfolio workspace.

Buttons to manage mapping templates are located on the right-hand side of the screen in the Mapping Template section. Use them to create, edit or delete templates; for instructions, see Database mapping template. The name of the currently selected template and the time when it was applied are shown on the left-hand side.

Button	Function
	Opens the list of existing templates where you can select a template to be used for import.
	Creates a new template.
	Saves the currently selected template on your computer. If you click on the arrow, you can choose to replace an existing template, or to save under a different name.
	Opens a window where you can edit the currently selected template.
	Renames the selected template.
	Opens a window where you can manage existing templates (see Manage mapping templates).