Importing and Exporting Process Models

Accolade provides Administrators and Process Designers the ability to export process model information from one Accolade environment and import it into another Accolade environment. For example, your company may have a test environment set up during your implementation, or you may have company branches that are new to Accolade that are hosted in a separate environment. Instead of having to recreate process models in each environment, download the information and import it into the new environment.

The download exports the process model configuration information to a spreadsheet file with the parts of the process model grouped into the following tabs within the file:

Process Models
Pages
Link Rules
Link Rule Metrics
Phases (includes information about the stages and gates within the model)
Gate Documents
Deliverables
Activities
Matrix Metric Filters
Dependencies
Process Graphic Style
Auto Gate Decision Rules
Required Conditions for Go
Team Page Configuration
Visibility Rules
Layout Rules

Note: The download does not include metric associations. If you are using the process described below to create new models, ensure that templates are in place in the Template Library, import the models, and then associate metrics for each individual model or for multiple models at one time using the metric export/import utility.

To export model settings:

Note: If you wish to download a process model, you may select up to 20 gatekeepers. If you add more than 20 gatekeepers, the model cannot be downloaded.

From the System menu, select Process > All Models.
Select the models that you want to download.

To narrow the list by process model name or system name, add the criteria to filter by in the appropriate filter text box. These filters are case insensitive.

To narrow the list by class, select a class to display in the Class list. To download all process models, select All.

Click Download in the top right corner of the page.

By default, the file exports automatically to a temporary internet files directory. Save the file a more accessible location.

Note: Only process models to which you have view and/or edit configuration access group rights will download. Process models and components you can only view may be included in the file, but you can only upload changes to models and components to which you have explicit edit permission.

To import model settings into Accolade:

Ensure the data within the spreadsheet file meets the requirements for a successful import.
Remove any models from the spreadsheet that you do not want to include in the upload and save the file.
From the System menu, select Process > All Models.
Click Upload in the top right corner of the page.
Click Load File and select the spreadsheet file to load.
Click Upload File.

Accolade uploads the changes to the models in the spreadsheet, and adds any new models with unique system names.

(Optional) Click Print to print the import results for your records.

Note: Process models that are imported are subject to access group configuration rules. The user may assign components to a process model parent in a way that the configuration access groups are not consistent. This behavior is not allowed in the UI, and mismatches in either the user's access rights or the component's access group restrictions may result in warning or error messages during the upload, and may result in an incomplete model upload. Once the upload is complete, component access groups can be reviewed and edited from the process model's component tree tab. For more information on component restrictions, see Restricting Configuration via Access Groups Overview.

Model Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the settings for each process model, including stage and gate configuration, in the order listed below. For a description of each model setting, see Creating Gated and Non-Gated Process Models or Creating Idea Process Models (if creating an Idea model).

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

Process Models

Column Name	Accepted Values on Upload*	Additional Notes
System Name	Alphanumeric characters, underscore** Must start with an A - Z or a - z character.	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new model is created.
Display Name	Any	If blank, the model does not upload.
Active	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Disable Add New	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Hide From Add New	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Default Portfolio Model	Valid process model system name	Applies to models used for Idea campaigns.
Default Accolade Team Leader User	Valid login information for an Accolade user	If blank or invalid, set to None or to the metric value set in the Default Accolade Team Leader Metric column.
Default Accolade Team Leader Metric	Valid metric system name	If blank or invalid, set to None or to the Accolade user defined in the Default Accolade Team Leader User column. If a value is also available in the Default Accolade Team Leader User column, the upload uses that column's value.
Class System Name	Valid class system name that matches a valid process type	The class and process type must match. If not, the model changes do not upload. If the class does not exist, the upload creates a new class.
Process Type	Gated Non-Gated Idea	All other values are treated as blank and the row does not upload. You cannot change an existing model's process type.
Allow Mid-Process Project Start for Creation	Select by Stage Select by Gate No	All other values are treated as No on upload.
Allow Mid-Process Project Start for Migration	Select by Stage Select by Gate No	All other values are treated as No on upload.
Description	Any	Can be blank.
Related Document Categories	Any	Separate categories using the pipe ( \| ) character. Can be blank.
Initial Tab	Valid project page name or valid layout system name	Indicated value must be listed on the Pages tab in the Page System Name column.
Default Access Group	Valid access group system name	Blank or invalid values do not set an access group.
Idea Deliverable System Name	Valid name of a web document assigned to a deliverable within an idea model	Applies to idea models only.
Disable Idea File Attachments	Yes, Y, True, 1, X*	Applies to idea models only. All other values are treated as No on upload.
Hide The Idea Type Row	Yes, Y, True, 1, X*	Applies to idea models only. All other values are treated as No on upload.
Hide Gate Decision Option For Idea Submitter	Yes, Y, True, 1, X*	Applies to idea models only. All other values are treated as No on upload.
Process Model Display Type	Compact Traditional	All other values are treated as Compact on upload.
Set Gates Page to read-only	Yes, Y, True, 1, X*	Applies to gated models and idea models with gates only. All other values are treated as No on upload.
Restricted Access Groups	Valid access group system name	Separate names using the pipe ( \| ) character.
Default Access Group Metric	Valid metric system name of a String, List, Long String, or Number metric	All other values do not assign a metric to set the access group.
Project Name Metric	Valid metric system name	If blank or invalid, the project name is not determined by a metric value.
Enforce Function for Team Selection	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Enforce Project Security	Yes, Y, True, 1, X*	All other values are treated as No on upload. If you enable this option, existing projects using this model that contain users assigned outside their security access are not automatically removed from the project.
Protect Document Versions from Deletion	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Project ID Metric	Valid metric system name	If blank or invalid, the project ID is not determined by a metric value.
Require Project Manager on Create	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Configuration Access Group	Valid access group display name	Separate names using the pipe ( \| ) character. If blank, the model does not upload.
Extend Project Edit Rights	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Start Date Display Name	Any	If blank, the model does not upload.
Show Creation	Hide Required Edit	If blank, the model does not upload.
Show Migration	Hide ReadOnly Edit	If blank, the model does not upload.
Show Process Graphic	Hide ReadOnly Edit	If blank, the model does not upload.
Show Resource Editor	Hide ReadOnly	If blank, the model does not upload.
End Date Display Name	Any	If blank, the model does not upload.
Show Creation	Hide Required Edit	If blank, the model does not upload.
Show Migration	Hide ReadOnly Edit	If blank, the model does not upload.
Show Process Graphic	Hide ReadOnly Edit	If blank, the model does not upload.
Show Resource Editor	Hide ReadOnly	If blank, the model does not upload.
Currency Show Creation	Hide Edit	If blank, the model does not upload.
Show Migration	Hide ReadOnly Edit	If blank, the model does not upload.
Extended Project Data 1...10 Display Name***	Any	If blank, the model does not upload.
Show Creation***	Hide Edit	If blank, the model does not upload.
Show Migration***	Hide ReadOnly Edit	If blank, the model does not upload.
Show Planning***	Hide Edit	If blank, the model does not upload.

* For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

*** Each Extended Project Data field in the spreadsheet has a set of columns to set the display name and hide, edit, and read-only details as described here. For example Extended Project Data 1, Extended Project Data 2, and so on up to a maximum of 10.

Pages

Column Name	Accepted Values on Upload	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Page System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a page exists, its settings are changed with the values in the uploaded file.
Visible	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Order	Number	Is set to 0 on upload if no value is entered or the value is not a number.
Visibility Layout Rule System Name	Valid system name of a layout rule established on the Layout Rules worksheet	All other values are set to None on upload.
Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Link Rules

Column Name	Accepted Values on Upload	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Link Rule System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a link exists, its settings are changed with the values in the uploaded file.
Link Rule Name	Any
Link Type System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a link exists, its settings are changed with the values in the uploaded file.
Link Process Model System Names	Alphanumeric characters, underscore**	Separate model names using the pipe ( \| ) character.
Order	Number	Is set to 0 on upload if no value is entered or the value is not a number.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Link Rule Metrics

The Link Rule Metrics worksheet contains the metric conditions that must be met for a rule defined at the model-level to take effect. The contents of this worksheet works with the rules defined in the Link Rules worksheet. Each row in the worksheet represents a single condition for a link rule.

Column Name	Accepted Values on Upload	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Link Rule Name	Valid name of a link rule established on the Link Rules worksheet
Metric System Name	Valid metric system name	If blank or invalid, the condition does not upload.
Metric Value	The value the metric must be set to for the project link to be created	Ensure the value entered here is appropriate for the metric type. For example, a Date metric should have a date as a value.
Source Metric System Name	Valid metric system name	If blank or invalid, the condition does not upload.
Order	Number	Is set to 0 on upload if no value is entered or the value is not a number.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Phases

The Phases worksheet contains the information about each stage/gate combination within the model. After a model is used in a project (open or closed) you can no longer add or reorder a stage or a gate in that model. However, you can update the details within the model as described below.

Column Name	Accepted Values on Upload*	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Phase ID	Number	The number that identifies the placement of the phase within the Phase Gate sequence. For example, a Phase ID of 1 indicates the first stage/gate pair within the model. Phase ID of 2 indicates the stage/gate pair that follows the first stage/gate pair within the model, and so on. A model can have a single stage or a single gate.
Stage Name	Any	Can be blank if at least one Gate Name is included.
Stage Description	Any	Can be blank.
Gate Name	Any	Can be blank if at least one Stage Name is included.
Gate Description	Any	Can be blank.
Default Gate Manager	Project Manager Project Creator None	All other values are set to None on upload.
Set Gate Date Metric	Valid metric system name	All other values are treated as blank on upload.
Set Gate Date At Project Creation	None Show Required	All other values are set to None on upload.
Require Gatekeeper Voting	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Set Gate Decision On Approval	Yes, Y, True, 1, X*	If Set Gate Decision On Approval is defined as Yes, Y, True, 1, X, the Require Gatekeeper Voting column must also be Yes, Y, True, 1, X. All other values are treated as No on upload.
Gate Owner Can Skip	Yes, Y, True, 1, X*	If Gate Owner Can Ship is defined as Yes, Y, True, 1, X, the Require Gatekeeper Voting column must also be Yes, Y, True, 1, X. All other values are treated as No on upload.
Set Go Restriction Message Metric	Valid metric system name	All other values are treated as blank on upload.
Gatekeeper Function***	Valid function system name	All other values are set to None on upload.
Gatekeeper Login***	Valid login information for an Accolade user	All other values are set to None on upload.
Gatekeeper Enforce Function on User Selection***	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Min Gate Date Metric	Valid metric system name	All other values are treated as blank on upload.
Max Gate Date Metric	Valid metric system name	All other values are treated as blank on upload.
Gate Layout	Valid layout system name	Can be blank if no layouts are selected. All other values are set to None on upload.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

*** Gatekeeper Function, Gatekeeper Login and Gatekeeper Enforce Function on User Selection columns are included for each gatekeeper listed in the model.

Gate Documents

Column Name	Accepted Values on Upload*	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Phase ID	Number	Used for matching for upload. If a phase exists, its settings are changed with the values in the uploaded file.
Document Name	Any	If blank, the document does not upload.
Document System Name	Alphanumeric characters, underscore**	If blank, the document does not upload.
Description	Any	Can be blank.
Template	Any	Can be blank.
Template System Name	Valid template system name of a template available in the Template Library	The template won’t be added if the user does not have the appropriate configuration access group rights to edit the template and a warning will be produced but the deliverable/activity will still be uploaded without the template. If the template does not share the appropriate access group with the deliverable/activity then a warning will be produced but the template will still be added to the deliverable/activity. All other values upload with no template attached. If updating to a new template and the new name is not valid, the system will default and retain the current template.
Order	Number	Is set to 0 on upload if no value is entered or the value is not a number.
Allow Version Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Configuration Access Group	Valid access group display name	Separate names using the pipe ( \| ) character. If blank, the document does not upload.
Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Deliverables and Activities

Deliverables and activities are exported onto separate worksheets within the ProcessModelWorkbook.xlsx file. However, the content within each worksheet that defines a deliverable or an activity is the same as described below.

Column Name	Accepted Values on Upload*	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Phase ID	Number	Used for matching for upload. If a phase exists, its settings are changed with the values in the uploaded file.
System Name	Alphanumeric characters, underscore**	If blank, the deliverable/activity does not upload.
Name	Any	If blank, the deliverable/activity does not upload.
Description	Any	Can be blank.
Template	Any	Can be blank.
Template System Name	Valid template system name of a template available in the Template Library	The template won’t be added if the user does not have the appropriate configuration access group rights to edit the template and a warning will be produced but the deliverable/activity will still be uploaded without the template. If the template does not share the appropriate access group with the deliverable/activity then a warning will be produced but the template will still be added to the deliverable/activity. All other values upload with no template attached. If updating to a new template and the new name is not valid, the system will default and retain the current template.
Quick Grids	Valid quick grid system name	Separate categories using the pipe ( \| ) character. Can be blank.
Workflow	Valid workflow system name	Can be blank.
Workflow Options	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Link to Phase	Valid phase ID within the model	Used in combination with Link to Phase Name and Link to Assignment System Name to determine the stage and assignment to link to. All other values upload with no link.
Link to Assignment System Name	Valid deliverable or activity system name	Used in combination with Link to Phase Name and Link to Phase ID to determine the stage and assignment to link to. All other values upload with no link.
Link to Assignment Type	Deliverable, Activity	All other values upload with no link.
Link to Only Publish	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Function	Valid function system name	All other values are set to None on upload.
Default Start Date Type	Manual Days Percent	All other values are set to Manual on upload.
Default Start Date Value	Number	Leave blank if Default Start Date Type is set to Manual.
Default Deadline Type	Manual Days DaysAfterStart Percent	All other values are set to Manual on upload.
Default Deadline Value	Number	Leave blank if Default Deadline Date Type is set to Manual.
Default Finish Date Type	Manual Days DaysAfterStart Percent	All other values are set to Manual on upload.
Default Finish Date Value	Number	Leave blank if Default Finish Date Type is set to Manual.
Process Assistance URL	Any	Can be blank.
Order	Number	Is set to 0 on upload if no value is entered or the value is not a number.
Allow Version Deletion	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Allow Project Manager and Owner to Delete Activities	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Allow Not Required Status	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Allow Default Shared Ownership	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Hide Related Documents	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Disable Complete Status When No Published Version Exists	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Disable Complete Status When Quick Grid Required Values are Missing	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Workflow Template	Any	Can be blank.
Workflow Template System Name	Valid template system name of a Process Document template available in the Template Library	The template won’t be added if the user does not have the appropriate configuration access group rights to edit the template and a warning will be produced but the deliverable/activity will still be uploaded without the template. If the template does not share the appropriate access group with the deliverable/activity then a warning will be produced but the template will still be added to the deliverable/activity. All other values upload with no template attached. If updating to a new template and the new name is not valid, the system will default and retain the current template.
Restricted Access User Roles	Valid user role system name	Separate system roles using a semicolon ( ; ) character. Can be blank.
Publish On Upload	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Enforce Function on User Selection	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Configuration Access Group	Valid access group display name	Separate names using the pipe ( \| ) character. If blank, the deliverable/activity does not upload.
Visibility Rule System Name	Valid conditional rule system name	All other values are set to None on upload.
Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Matrix Metric Filters

Column Name	Accepted Values on Upload	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Deliverable System Name	Valid deliverable system name	Used for matching for upload. If a deliverable exists, its settings are changed with the values in the uploaded file.
Activity System Name	Valid activity system name	Used for matching for upload. If an activity exists, its settings are changed with the values in the uploaded file.
Display in Project	Yes, Y, True, 1, X*	All other values are treated as No on upload.
Matrix System Name	Valid matrix system name	Used for matching for upload. If a matrix exists, its settings are changed with the values in the uploaded file.
Metric System Name	Valid metric system name	Must be an existing value in the matrix defined in Matrix System Name, and must be a list metric with a defined list.
Filter	DisplayAndUpdateAllRows DisplayAndUpdateOnlyRowsContaining DisplayAllRowsAndUpdateOnlyRowsContaining	If blank, the filter does not upload.
Filter Value	Valid list value for the metric defined in Metric System Name	Separate values using the pipe ( \| ) character. Can be blank.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Dependencies

Column Name	Accepted Values on Upload	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Source Type	Activity Deliverable	If blank, the dependency does not upload.
Source System Name	Valid activity/deliverable source system name	If blank, the dependency does not upload.
Target Type	Activity Deliverable	If blank, the dependency does not upload.
Target System Name	Valid activity/deliverable target system name	If blank, the dependency does not upload.
Dependency Type	Start-Start Start-Finish Finish-Start Finish-Finish	If blank, the dependency does not upload.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Process Graphic Style

Column Name	Accepted Values on Upload*	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Phase ID	Number	Used for matching for upload. If a phase exists, its settings are changed with the values in the uploaded file.
Stage Icon	Valid icon name	The icon assigned to the stage within the phase. Valid icon names are listed with each icon's picture when you click Icon in the Process Graphic definition page.
Stage Past Color	Valid hex color code	If left blank, defaults to #EFEFEF.
Stage Current Color	Valid hex color code	If left blank, defaults to #C9E1AC.
Stage Future Color	Valid hex color code	If left blank, defaults to #D6D6D6.
Gate Current Shape	arrow chevron circle diamond gear hexagon parallelogram plus quarterCircle	The icon assigned to the next gate. All other values upload with the default diamond shape.
Gate Current Color	Valid hex color code	If left blank, defaults to #417491.
Gate Future Shape	arrow chevron circle diamond gear hexagon parallelogram plus quarterCircle	The icon assigned to future gates. All other values upload with the default diamond shape.
Gate Future Color	Valid hex color code	If left blank, defaults to #B0B0B0.
Gate Go Shape	arrow chevron circle diamond gear hexagon parallelogram plus quarterCircle	The icon assigned to gates with a Go decision entered. All other values upload with the default diamond shape.
Gate Go Color	Valid hex color code	If left blank, defaults to #417491.
Gate Go Decision Badge	ConditionalGo Go Hold Kill001 Kill002 Recycle001 Recycle002	The icon overlay assigned to gates with a Go decision entered. All other values upload with the default Go overlay.
Gate Conditional Go Shape	arrow chevron circle diamond gear hexagon parallelogram plus quarterCircle	The icon assigned to gates with a Conditional Go decision entered. All other values upload with the default diamond shape.
Gate Conditional Go Color	Valid hex color code	If left blank, defaults to #417491.
Gate Conditional Go Decision Badge	ConditionalGo Go Hold Kill001 Kill002 Recycle001 Recycle002	The icon overlay assigned to gates with a Conditional Go decision entered. All other values upload with the default Conditional Go overlay.
Gate Suspend Shape	arrow chevron circle diamond gear hexagon parallelogram plus quarterCircle	The icon overlay assigned to gates with a Hold decision entered. All other values upload with the default diamond shape.
Gate Suspend Color	Valid hex color code	If left blank, defaults to #417491.
Gate Suspend Decision Badge	ConditionalGo Go Hold Kill001 Kill002 Recycle001 Recycle002	The icon overlay assigned to gates with a Hold decision entered. All other values upload with the default Hold overlay.
Gate Cancel Shape	arrow chevron circle diamond gear hexagon parallelogram plus quarterCircle	The icon assigned to the gates where a project is canceled. All other values upload with the default diamond shape.
Gate Cancel Color	Valid hex color code	If left blank, defaults to #417491.
Gate Cancel Decision Badge	ConditionalGo Go Hold Kill001 Kill002 Recycle001 Recycle002	The icon overlay assigned to gates with a Kill decision entered. All other values upload with the default Kill overlay.
Gate Recycle Shape	arrow chevron circle diamond gear hexagon parallelogram plus quarterCircle	The icon assigned to the gates with a Recycle decision entered. All other values upload with the default diamond shape.
Gate Recycle Color	Valid hex color code	If left blank, defaults to #417491.
Gate Recycle Decision Badge	ConditionalGo Go Hold Kill001 Kill002 Recycle001 Recycle002	The icon overlay assigned to gates with a Recycle decision entered. All other values upload with the default Recycle overlay.

* Valid hex color codes include any combination of six characters between a and f, and 0 and 9. For example, #227755 is a shade of green, #000000 is black, and #ffff00 is yellow. The # is implied in the spreadsheet and not required in the upload.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Auto Gate Decision Rules

Column Name	Accepted Values on Upload	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Phase ID	Number	Used for matching for upload. If a phase exists, its settings are changed with the values in the uploaded file.
Gate Decision Code***	Number	The number that identifies the gate decision type. Go = 1 Kill = 2 Hold = 3 Recycle = 4 Pending Decision = 6 A Conditional Go decision cannot be set using an automated gate decision. If you have configured your gate decision names to use different terminology, the numbers apply to the configured names that mapped to the defaults names listed above.
Metric System Name	Valid metric system name	All other values do not assign a metric condition to the gate.
Metric Value	The value the metric must be set to for the gate decision to be set.	Blank or invalid values do not set a metric condition.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

*** To set more than one metric condition per gate decision type, create additional rows using the same Gate Decision Code.

Required Conditions for Go

Column Name	Accepted Values on Upload	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Phase ID	Number	Used for matching for upload. If a phase exists, its settings are changed with the values in the uploaded file.
Metric System Name	Valid metric system name	All other values do not assign a metric condition to restrict the gate decision to the gate.
Metric Value	The value the metric must be set to for the gate decision to be set to Go or Conditional Go.	Blank or invalid values do not set a metric condition.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Team Page Configuration

Column Name	Accepted Values on Upload	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
Control ID	gatekeepergrid gatekeepergrid_function gatekeepergrid_gates gatekeepergrid_name teammembergrid teammembergrid_createstatusreports teammembergrid_function teammembergrid_name teammembergrid_primary teammembergrid_stages workflowactionownergrid workflowactionownergrid_actions workflowactionownergrid_function workflowactionownergrid_name	Identifies the grid and columns within each grid to assign accessibility and order attributes.
Accessibility	Available Unavailable	All other values are treated as Available on upload.
Order	Number	Is set to the default order if no order is provided.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Visibility Rules

Column Name	Accepted Values on Upload	Additional Notes
Process Model System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a model exists, its settings are changed with the values in the uploaded file.
System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a condition rule exists, its settings are changed with the values in the uploaded file.
Name	Any
Metric System Name	Valid metric system name	All other values do not assign a metric condition.
Value	String	The value the metric must equal in order to show the deliverable or activity.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

Layout Rules

Column Name

Accepted Values on Upload

Additional Notes

Process Model System Name

Alphanumeric characters, underscore**

Used for matching for upload.

If a model exists, its settings are changed with the values in the uploaded file.

Layout System Name

Alphanumeric characters, underscore**

Used for matching for upload.

If a layout exists, its settings are changed with the values in the uploaded file.

Role Name

Valid Accolade user role

Include a separate row for each role

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

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