Import Taxonomy
Before importing a project that includes a taxonomy not yet set up in your environment, you will need to import the taxonomy.
To add a new taxonomy:
- In CDM, navigate to File > Administration > XBRL > Taxonomies. The Taxonomies tab opens in the work area.
- Click Home > Add > Taxonomy from File.
- You can enter a name and description for the taxonomy.
- Click Add, then navigate to the taxonomy files. Use Ctrl+click to select the set of files. The files will not be recognized if they are still in a zip archive; unzip them and then retry. Click Open.
- If more than one XSD file is included, use Set Entry Point to select one.
- Select the desired Validation options
- Specify whether the taxonomy should be editable.
- Click OK to create the taxonomy.