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.

The data source configuration for databases is part of the mapping template. You need to create or open a mapping template using the buttons in the Mapping Template section. For details see Database mapping template.

All fields for the database screen are described in the table below.

Field	Description
Refresh	Click to refresh the hierarchy if the source database has changed since the Portfolio 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. For more information, see Mutually Exclusive Groups.

The 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 latest edit time 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 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).