We have made adjustments to a prior period and need to re-import data. What are the recommended steps?
When importing data to Planning Maestro, whether you are uploading files manually or uploaded via CDI, the system will clear/overwrite the existing data based on a few factors:
- Date range of data
- Versions of data
If you have made new entries to a prior period you should import the entire period again which would be inclusive of the previously imported data AND the adjustments/entries that have been made.