Excel mapping template

Mapping templates establish the correspondence between data contained in imported Excel files, and variables and settings in PLAN. Mapping templates are XML files. The currently used template is part of the PLAN document; if you send this document to a colleague, for example, the template will be sent with it. When you create a template, you can choose to save a copy of it as a file on your computer; for information about managing saved templates, see Manage mapping templates.

To create a template, click on on the right-hand side of the screen and enter the template's name in the pop-up dialog. Template names can be up to 50 characters long and can contain any characters except for = / \ + ; : < > @ ? | “.

The template's window contains the following tabs:

• Variables
• Project Properties
• Settings

In the Workbook Template field, select a file which you will use as reference to create mappings; it can be one of the files you want to import. When you select a file, it will be automatically opened in Excel. PLAN will remember which file you selected and use it when you open the template for editing next time.

Note: This file must have the same data layout as other imported files.