In this new version of the add-in, the standalone 'Update Targets' option has been removed. Targets are now updated exclusively through the Bulk Upload feature, making the process more streamlined and efficient.
Go to the "Bulk Upload" tab.
Select "Forecast" or "Targets" and the financial year you wish to modify from the dropdown menus (this defaults to the current year) then click Refresh.
Untap Link will then retrieve any existing data and generate it in a new sheet.
Adjust the green-highlighted cells as necessary.
Click "Upload" to save changes.
The KPI name and periods will be displayed along with the appropriate target values. Note that you cannot change the configuration of a target from here, only the values themselves.
Utilize the "Company Tags" and "Portfolio Tags" columns for enhanced KPI insights.
Editable values are highlighted in green, based on the configuration in Untap.
Once you have edited the values, click upload to update them in Untap, the dialog box will highlight any errors.