Use Excel to Update Existing Plans

From Customer:

I will need to add focus areas, object and tasks to existing plans, re-using existing focus areas.

When I did this in February, the upload logic did not check if the plan and/or focus area was already existing, which forced me to spend hours in cleansing and merging plans after the load (> 33 site plans…).

There should be a way to download the plans with the id reference of the plan and the focus area, like for user ID’s which can be reused for the uploading step.

This feature was available on the old Cascade.

This is becoming critical should we want to extend the use of the application.