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 Incomplete Data)


In “Existing Data Handling”, we choose the “Skip Rows” with “Incomplete Data”.


Skip Rows – all Existing issue items will remain and items that are uploaded will be newly added

Incomplete Data – in an incomplete data, the CSV file has some blank columns or unpopulated columns

 

1. In importing an Incomplete Data, you need to navigate thru “Issue Register” page, click the “Upload Issues” button and you will be redirected to “Issues - CSV Import Details”

 

 

2. In “Issue - CSV Import Details”, you can download the “Download Sample Data” below the attachment.

 


3. You can also download in “Sample Project Settings – Project CSV Export”, please tick the “Issues” module to export. Click “Export to CSV”.

 


4. If any of the fields below is missing (except the Issue ID) on the data. It is tagged as an “Incomplete Data”.

  • Issue ID (needed for issues items that are set to be UPDATED)
  • Issue Name
  • Description
  • Start Date
  • Priority
  • Work Stream
  • End Date
  • Next Review Date
  • Owner
  • Participants
  • Resolution Plan
  • Status
  • Update Notes
  • Raised By

 

5. The incomplete data can still be attached to the “Issues – CSV Import Details”. and select “Skip Rows” for “Existing Data Handling” and click “Next”

 


6. After uploading, you will be redirected to “Issues – CSV Import Mapping”. In “Saved Mapping” click the “PFHQ Issue Module Mapping”



7. After selecting the “Save Mapping”, Click “Import”



8. When you click “Import” on an Incomplete Data, the risk that you uploaded will not go through since you have a missing item that is not populated ( e.g. Stage Item). If you have a missing category that is unpopulated in the CSV file the item will be highlighted in red.



9. Once populated, click Import again. In clicking Import, you will be redirected to “Issues – CSV Import – Invalid Data”.



10. Complete all data or use “Skip Data” or “Use Default Data”. The two types will be explained in the next section.


11. After completing all the errors, you click the “Import” button.



12. Once imported, you will have a pop-up if records have been added. Click “Finish” once done.