The Data Upload Centre is where you manually upload various types of data, including budgets, forecasts, actualsCO2 factors and KPI targets. Anyone with controller rights can access this feature.

Access the Data Upload Centre via the Administration column in the main menu.

Image description: The Data Upload Centre in PMI

‘You can create or download a template, or use a previously exported sheet.  

1. Fill in the template with your data, then go to the Import Files tab to upload. There are 2 methods:  
   1. Drag and drop the file into the grey box. 
   2. Click on the grey box to open the File Explorer. Navigate to the folder where the file is saved, select it, and click ‘Open’. 
2. Click ‘Next’ in the bottom right corner to preview the data. 
3. Preview and verify the data, then click ‘Next’.  
4. Choose the transaction type corresponding to your uploaded file’s data.  
5. Select a mapping.
   1. Choose an existing mapping, or 
   2. Create a new mapping. If you create a new mapping, give it a unique name. 
6. Assign the fields in your upload file to specified PMI fields.  
7. Review your mapping, click ‘Save’ and ‘Next’, and validate that the data is correct.  

See here for more information on the Data Upload Centre.