1. Video
You can check the video for a walkthrough of how to upload Issues within the Project.
2. Import Functionality for Issues using Skip Rows
1. Once a project is selected, go to the left sidebar and click the “Issues” module. You will be redirected to the “Issue Register” page.
2. Once in an “Issue Register” page, you can select “New Issue” or “Upload Issues” in adding an issue.
3. In selecting “New Issue”, you manually add the issue details.
4. After populating the fields, click “Add Issue” so that your issue will be added in the module.
5. In selecting “Upload Issues”, you must have a CSV Issue Document to attach.
6. In “Issue - CSV Import Details”, Attach a CSV Issues document. After attaching a document, select an “Existing Data Handling” option, either Skip Rows or Overwrite Rows.
Skip Rows – all Existing issue items will remain and items that are uploaded will be newly added.
Complete Data – in a complete data, the CSV file must be populated accordingly. There should be no blanks in the file and the date must be updated according to the project duration.
7. After clicking “Next”, you will be redirected to “Issues – CSV Import Mapping”.
8. In “Issues – CSV Import Mapping”, click the “Saved Mapping” and select from the drop down the “PFHQ Issue Module Mapping” button.
9. In “ Issues - CSV Import Mapping”, the uploaded CSV Issue (Complete Data) file will populate the page.
10. After all the details have been populated in “Issues - CSV Import Mapping”, click “Import”.
6. Since it’s a “Complete Data”, the CSV imported will be uploaded directly. A pop – up will appear if the upload is successful. Once the pop – up appears, click the “Finish” button.
