About the Excel Reporting add-on

The optional Excel Reporting add-on enables users to import updates to document properties from an Excel spreadsheet. This allows editing properties offline in tabular format, which is useful for updating properties from external sources, for example, scheduling systems or supplier document management systems. The Excel Reporting add-on also enables users to export document property values from Meridian Project Portal to an Excel worksheet. This can be useful to create a list of documents and their properties to be updated by external sources before you import the changes back into Meridian Project Portal. Both operations are configured using mapping templates that specify which Meridian Project Portal properties correspond to which Excel columns.

Configuring the Excel Reporting add-on is described in the following topics.