1. Video
You can check the video for a walkthrough of how to upload Issues within the Project.
2. Import Functionality for Issues (Existing Data Handling – Skip Rows with Complete Data)
In “Existing Data Handling”, we choose the “Skip Rows” with “Complete Data”.
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.
1. Upload your issue file attachment (Complete Data) and select “Skip Rows” in “Existing Data Handling” and click “Next”
2. After clicking “Next”, you will be redirected to “Issues – CSV Import Mapping”.
3. In “Issues – CSV Import Mapping”, click the “Saved Mapping” and select from the drop down the “PFHQ Issue Module Mapping” button.
4. In “ Issues - CSV Import Mapping”, the uploaded CSV Issue (Complete Data) file will populate the page.
5. 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.
