Update reference data dimensions

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◆ Applies to: ApptioOne Plan

The tasks below can only be performed by users assigned to the Admin or Budget Process Owner roles. For additional information on roles, see Frontdoor permissions and roles.

Update reference data

  1. In the Costing & Planning Plan navigation menu, select Configuration > Reference Data > Account.
  2. Select in the top right corner > Select Import > Set your import options to import the .csv file data.

  3. Follow the on-screen instructions to complete the data-import process. Examine and verify your imported data.
    • If your data looks correct and you want to make it available in plans, select > select Publish.
    • If you see problems with your data and need to troubleshoot before publishing, select > select Revert.