1. Video
You can check the video for a walkthrough of how to upload Issues within the Project.
2. Import Functionality for Issues (Default Data)
- Default Data - choosing this option will upload all items. But all missing fields from the CSV fill will pull-up from the Default Value that the user have provided from the “Issues Module Data Mapping” screen.
- It will only work if there are two or more issues on a document.
1. In importing a 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 “Issues - 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. Upload your issue file attachment and select “Skip Rows” in “Existing Data Handling” and click “Next”
5. After clicking “Next”, you will be redirected to “Issues – CSV Import Mapping”.
6. Once redirected to “Issues – CSV Import Mapping”, go to “Saved Mapping” and select “PFHQ Issue Module Mapping”
7. Click on “Import”
8. After clicking on “Import”, the missing items will be highlighted in red. The upload will not push through if there are missing items on import details. You need to populate all Red box in “Issues - CSV Import Mapping”.
9. After populating all details in “Issues - CSV Import Mapping”, click “Import”.
10. Once done, a pop up will appear if your upload is successful.
