Overview
The Upload Center generates column headers for a template to be filled out in a worksheet (ie. Excel or Google Sheets). Each Citywide module has various upload types to choose from. Some templates, such as the Asset Sync, can be customized but others require a specific set of column header fields to be completed within the application. The template must be exported and then copied back into the system exactly as is.
For step-by-step instructions on using the Upload Center, click here
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Upload Type |
Description |
Customize |
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Additions |
Complete additions/betterments in bulk. |
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ARO Additions |
Complete additions/betterments in bulk for assets flagged with an asset retirement obligation (ARO). |
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ARO Identification |
Bulk import valuation details including general ledger codes for assets that have been identified as requiring an ARO. Note: In the upload process for this template, there is NO approve/reject step. Changes are applied immediately once the upload has been submitted. |
Yes |
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ARO/ARC Writedowns |
Complete ARO or ARC writedown adjustments in bulk for assets with an asset retirement obligation completed on them. |
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Asset Sync |
Add or modify information in bulk, such as name, replacement cost, condition assessments, etc. Note: In the upload process for this template, there is NO approve/reject step. Changes are applied immediately once the upload has been submitted. |
Yes |
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Asset Usages |
Attach current mileage reading and date by Asset ID and include Import ID as needed for multiple assets. |
Yes |
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Fuel & Costs |
Attach fuel units, costs, and readings to multiple assets. |
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Full Disposals (ARO) |
Complete full disposals on the ARO only in bulk. Asset remains in-service. |
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Full Disposals (Asset) |
Complete full disposals on assets in bulk. |
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Internal Transfers |
Complete internal transfers in bulk. |
Yes |
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Lifecycle Event Definitions |
Import descriptions, event triggers, costs, etc. to lifecycle events. |
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Lifecycle Quantities |
Update lifecycle quantities in bulk. |
Yes |
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New Acquisitions |
Bulk import multiple new assets. |
Yes |
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New Acquisitions - Non PSAB |
Bulk import multiple new assets as excluded from PSAB reporting. When using this template, the in-service date, historical cost, and/or estimated useful life fields if unknown can be left blank. These assets will be excluded from financial reporting. |
Yes |
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Partial Disposals |
Complete partial disposals in bulk. |
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Profile Sync |
Add or modify information collected within a profile. |
Yes |
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Profiles |
Bulk edit profile group, lifecycle EUL, etc., on multiple profiles. |
Yes |
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Schedule Lifecycle Events |
Schedule lifecycle events for existing assets. |
Yes |
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WIP Transfer as Additions |
Complete WIP transfer as additions in bulk. Use this option when a WIP asset is being transferred to service as additions to multiple existing assets. The WIP asset ID as well as the asset ID for the receiving assets are required. |
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WIP Transfers to Service |
Complete WIP transfer to service in bulk. User this option when a WIP asset is being transferred to service as multiple new assets. |
Yes |
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Writedowns |
Complete writedowns on assets in bulk. |
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Upload Type |
Description |
Customize |
|
Building Permit Types Other Permit Types Licence Types |
Upload various permit or licence types required (ie. single family dwelling, addition/renovation, fireworks or burn permits, animal licence, etc.) |
Yes Yes Yes |
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Building Permits Other Permits Licences |
Upload existing list of permits or licences along with their application details. |
Yes Yes Yes |
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Development Classes Development Services |
Organize Development Charges by class and services. To be included in various permit types as needed. |
Yes Yes |
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Inspection Types Inspections |
Upload inspection types and details. Upload existing inspections and details into Citywide. Can upload completed or to be scheduled inspections. |
Yes No |
| Document Types | Upload a list of document types and details. | No |
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Work Fields |
Upload a list of permit or licence attributes to be included in the permit or licence application. |
Yes |
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Application Types |
Used in the Planning module, upload various application types |
Yes |
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Work Fields |
Upload a list of work fields | Yes |
|
Upload Type |
Description |
Customize |
|
Areas Communities |
Grouping and classifying properties |
No |
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Classifications |
Upload asset data within Citywide by grouping similar assets together for labeling, filtering and reporting purposes |
Yes |
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Contacts/Customers |
Upload Customer or Contact information |
Yes |
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Customer-Property Links |
Import ID links between Customers and Properties |
Yes |
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General Ledger Codes |
List of general ledger codes to upload into Citywide |
Yes |
|
Properties |
Upload Property details |
Yes |
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Property Uses |
Can include descriptions and/or property use codes |
No |
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Roles |
Bulk add names of user roles and specify which Citywide module the role applies to |
No |
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Users |
Bulk add list of users into Citywide |
No |
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Zoning |
Add Zoning codes and/or descriptions as required |
No |
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Upload Type |
Description |
Customize |
|
Asset Groups |
Upload a list of asset group names | No |
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Certifications |
Bulk add list of certifications | No |
| Crews | Add a list of crew names | No |
| Equipment Import | Import Equipment details | Yes |
| Equipment Sync | Add equipment details to existing equipment | Yes |
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Maintenance Classifications |
Upload a list of classifications | No |
| Maintenance Schedules | Bulk add Maintenance Schedules |
Yes |
| Maintenance Schedules Sync | Update details for existing maintenance schedules | Yes |
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Positions |
Bulk add position details including wage information | No |
| Position Sync | Add position details to existing positions | No |
| Process Groups | Upload a list of process group names | No |
| Process Tasks | Bulk add process tasks | Yes |
|
Processes |
Upload a list of process checklist names | No |
| Projects | Bulk add projects and project details | Yes |
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Service Request Types |
Upload service request types and details | Yes |
| Service Request Types Sync | Update details for existing service request types. | Yes |
|
Service Requests |
Bulk add service requests in Maintenance | Yes |
| Store Locations | Upload a list of store locations | No |
| Tasks | Add a list of tasks belonging to existing processes | No |
| Vendors | Add a list of vendors | Yes |
| Work Activity Codes | Add a list of work activity codes | No |
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Work Orders
WO New Costs WO Statuses WO Subtypes WO Type Groups WO Types
WO Types Sync |
Bulk add a list of work orders, including department, work order type group and work order type details Add costs associated with work orders Upload a list of work order statuses Upload a list of work order subtypes Upload a list of work order type groups Bulk add a list of work order types, including work order type name, work order type group and department details Update details for existing work order types |
Yes
Yes No No No Yes
Yes |
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Workers Workers Sync |
Upload list of workers and worker details Update details of existing workers with Worker ID |
No No |
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Materials Parts/Materials Import Parts/Materials Sync |
Upload parts/materials including details Update details of existing materials with a Material ID |
Yes Yes |
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Notifications: Inspection Result PM Event Service Request Work Order Work Order Time Based |
Bulk add inspection notifications to Maintenance Bulk add PM event notifications sent to Users Bulk add service request notifications sent to Users Bulk add work order notifications sent to Users Bulk add time based work order notifications sent to Users |
Yes Yes Yes Yes Yes |
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Upload Type |
Description |
Customize |
|
Codes |
Bulk add Room or Building codes |
No |
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New Tier 1 |
Bulk add new Tier 1 spaces |
Yes |
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New Tier 2 |
Bulk add new Tier 2 spaces |
Yes |
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New Tier 3 |
Bulk add new Tier 3 spaces |
Yes |
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New Tier 4 |
Bulk add new Tier 4 spaces |
Yes |
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New Tier 5 |
Bulk add new Tier 5 spaces |
Yes |
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Space Assets |
Bulk attach Assets to a space |
No |
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Spaces Sync |
Bulk edit changes to spaces |
Yes |
