Date Published: February 2015
Yes. Users with draw rights can use uploads to add or edit Obligations. To upload Obligation data, navigate to the Drawdown Module and click “Upload Financial Data” to load the DRGR Data Upload screen.
The DRGR Data Upload screen allows users to select the Upload Type, download existing data via Microstrategy reports, view Upload Templates and Upload documents to the system.
After clicking “Upload” a new screen loads showing the status of the upload. The upload will be reported as successful, or with errors. Errors can occur for improper data syntax, if the user does not have draw rights, or for other reasons common to manual entry of data, such as “math rules”.