The Import BV Values option allows you to update Business Value metrics (BV Plan and BV Actual) for existing Objectives and Key Results in a single action.
As you have imported Objectives or generated them using AI, you can now assign or update their Business Values in bulk. Instead of entering values individually, this feature works best when you need to quickly apply BV Plan and BV Actual values across multiple newly added items at once.
It provides a fast and structured way to complete your Objective setup after creation.
Quick Checklist Before Import
Keep the following in mind:
This import updates existing items only.
Item IDs must already exist on the current Program Board.
The file must follow the required template structure.
BV values must be numeric.
If IDs do not match the current board, the system will not process the update.
Access the BV Values Import Option
To update Business Values:
Open the Program Board.
Click the Import/Export menu (download icon) in the top-right corner.
Select Import BV Values.
The BV import wizard will open.
The BV Values Import Process
The import workflow consists of four steps:
Upload Data or File.
Map Columns.
Preview & Validate.
Results.
Each step ensures your data is accurate before the BV values are updated in the system.
Step 1: Provide Your Data
You can upload your data in two ways:
Paste Data
Copy rows directly from a spreadsheet.
Paste them into the provided area.
Maximum 500 rows.
Ensure the first row contains headers.
Upload File
Upload .xlsx, .xls, or .csv files.
Drag and drop or use Choose File.
Maximum 500 rows.
Your file must include Item ID, Title, BV Plan, BV Actual, and Status. You can click Download Sample Template to review the expected structure.
Once your data is added, click Next: Map Columns.
Step 2: Map File Columns to System Fields
In this step, you will confirm how your spreadsheet columns correspond to system fields.
For each required field:
Select the correct column from your file.
Review the sample data preview.
Confirm the mapping is accurate.
Incorrect mapping may result in wrong BV updates.
After confirming all fields, proceed to Next: Preview & Validate.
Step 3: Review and Adjust Before Updating
This step displays all matched items along with their BV values.
You will see:
Item ID.
Title.
Current BV values.
New BV values from your file.
Status.
The preview table is editable. You can adjust values directly here if needed before applying changes. This stage helps ensure that Business Value updates are accurate and intentional.
⚠️ Fixing “Items Not Found” Error
If the system displays a message such as:
This indicates that the uploaded data could not be matched with existing items on the current Program Board.
This may occur if:
The Item IDs do not match any Objectives or Key Results on the active board.
The data belongs to a different session or Program Board.
There are formatting inconsistencies (extra spaces, incorrect IDs, hidden characters).
What to Check
Confirm you are on the correct Program Board.
Ensure Item IDs match exactly (including capitalisation and spacing).
Remove any hidden characters or extra spaces in your spreadsheet.
After correcting the file, restart the import process.
Step 4: Apply the Updates
When everything looks correct:
Click Import.
The system will process the BV updates.
A confirmation message will appear once completed.
After completion:
Return to the Program Board.
Review updated Objectives and Key Results.
Verify BV Plan and BV Actual values.
Check updated BV Achievement metrics.
The BV Values Import is intended for focused Business Value adjustments across multiple Objectives and Key Results.