Managed data refers to sensitive project data that is maintained in an external data
source, such as financial data maintained in a Microsoft® Excel spreadsheet.
Because managed data is read-only, users cannot edit the values. This eliminates manual
re-entry and user error and increases the integrity of your dashboard reports.
- In the web app, select Data.
- If available, select Upload Data. If this button is unavailable, have a data architect create a Managed Data for Projects table in the sandbox.
- Select Browse File and navigate to the location of the CSV file that you want to import. You can
upload only one CSV file at a time.
- Select Upload. Engage uploads the
data and displays it as a table on the Data
page.
After you import the managed data, you can use it to create and update dashboard reports.
Go to Design a form and Create a report.
Guidelines for saving a CSV file
When you create a CSV file for import, follow these guidelines.
- Make sure that the first column of the CSV file is the Project Identifier field.
- Make sure that the remaining columns in the CSV file appear in the order that
they appear in the dialog box.
- The CSV file must contain the same number of columns as the table for managed
data.