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Table of Contents

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Creating Monitoring Points

Creating the Tag CSV File for Monitoring

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Points 

If you want to set individually monthly figures, you can create the Budget, then use the Importing Activity to add the figures.

It is important to fill out the CSV correctly to avoid creating incorrect data.  Use the below guide to help you:

  • The Black writing indicates the Tags or default values  (Do NOT change)
  • The Red writing indicates data that you will need to add

Note:  The file can have as many rows as you need.

Remember to save the File as a CSV in order to import it.

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Monitoring Point Example Tag CSV File

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Example Import CSV File for importing Budgets using Monitoring Points (v2).csvheight150

Note:  Click Click on the above link, then click Image Modified then and click on Image Modifiedto download the CSV file.


Explaining the Tag CSV File

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ColumnRequirement
Column B, Row 1Organisation name
Column B, Row 2DSite Group Name
Column B, Rows 3 onwardsFSite Name
Column DHMonitoring Point Name (same as Column G)K
Column FJBudget Group Name
Column GKMonitoring Point Name (same as Column DH)
Column IMTarget (leave blank if you want to use the same figure as the Budget
Column JNStart Date of the Budget
Column KOEnd Date of the Budget
Columns L P to WAAThe monthly Budget figures

Creating the Tag CSV File for Monitoring Points in more than one Site Group 

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Importing the Tag CSV File

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