Quick help for ImportVista templates
How to start
Keep the DEMO rows until you understand the workflow, then replace them with your own data.
Statuses
Use the existing dropdowns consistently so dashboard formulas and alerts stay accurate.
Dates
Enter real Excel dates in ETA, ETD and deadline fields. Avoid pasting formatted text into date cells.
Dashboards
Dashboards summarize the operational sheets; do not overwrite formula cells unless you intentionally customize the workbook.