How do I upload information in the Action Plan?

Date Published: February 2015

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A variety of data uploads can be completed via the Add/Edit Action Plan screen.

To upload data in the Action Plan module, navigate to the Action Plan and click “Upload Action Plan”. Note: uploading data into the Action Plan will cause the Action Plan status to change to “Modified, Submit When Ready”. 

View the Upload Action Plan button.

As shown below, the DRGR Data Upload screen allows users to select an Upload Type, to view Upload Templates and to see existing data previously entered (Supporting Info button). 

View DRGR Data Upload Screen.

Clicking the Supporting Info button will allow users to generate and export a Microstrategy report showing data that has already been entered in the system for each Upload Type. Users will need to select the grant number for the upload and click Export.

View where to select the grant number for the upload and click export.

Each of the DRGR uploads must be in CSV format only. Uploads must also have columns in the exact order to be successfully processed with exact column names as well. Data must also match DRGR values for performance measure and category and must match DRGR data records for any data input by Grantees. Grantees should use the “click here” link to be directed CSV templates, which will help users understand correct upload formatting. Upload templates are also located on the HUD Exchange DRGR Data Upload Templates page.

Below is an example template to upload new Activities (note: templates download without table lines).

View the example template.

Once the user has completed the template, they must upload the file by searching for the file in DRGR using the Browse… button and clicking “Upload” button. After clicking “Upload” a new screen loads showing the status of the upload. The upload will be reported as successful, or with errors. Uploads with errors will not update the Action Plan. By clicking “Download Upload Details”, a new excel file will download showing each line of data and the associated error messages, if any (see next page).

View the Status of the Upload screen.

Additional Action Plan upload information is available in DRGR Fact Sheet Data Uploads, Release 7.8, DRGR Fact Sheet Action Plan Module Uploads, Release 7.9 and DRGR Fact Sheet Additional Data Upload Features, Release 7.10.

Tags: DRGR Action Plan - Action Plan Data Uploads

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