1. Administration theme imports
1.1 Hierarchies
Principles for creating a structure and its values
Accepted file format :
- .csv
- .xls
- .xlsx
Hierarchies in Project Monitor can be created:
- Directly in the application, by entering data in the fields. Entry is made either in rapid mode, with name entry only, or in advanced mode, with the option of entering additional information. This creation mode includes "click and drag" functions to modify a value's structure link .
- Using the file import mechanism.
A structure is used to organize the platform by hierarchically grouping objects (projects, resources, etc.) or users. Hierarchies
Enables rights management and localization/partitioning of access to certain objects. This is known as a structure link.
Example: the geography structure contains continents on level 1, countries on level 2 and cities on level 3.
It is possible to associate a structure with a user group to restrict rights. By default, an object has unrestricted access, but if it is attached to a user group, only users belonging to this group can use the object.
structure | LEVEL 1 | LEVEL 2 | LEVEL 3 |
Geography | Continent | Country | City |
Europe | France | Paris | |
Nantes | |||
Italy | Rome | ||
Milan | |||
Asia | Japan | Tokyo | |
India | New Delhi | ||
Bombay |
Illustration of structure concepts
Creating a file structure
Click on Main menu >
Administration, Data administration >
Imports
> Attributes, risks and hierarchies.
Creating a structure by importing a file enables you to create :
- Level labels, codes and descriptions
- Labels, codes and descriptions of level values
Level parameters and additional level features can be adjusted directly via the interface.
File rules and formalism
The file structure must be as follows:
- Data must appear on the first tab
- The first line defines the headings for imported or exported information on levels and level values. The labels of these columns must be defined in the labels administration. The default is : VN_Label, VN_Code, VN_Description
- The second line defines level labels, codes and descriptions.
- The following lines define the level value tree
- All parents must be listed for each structure value on each line.
- No blank lines
Limitations
The import mechanism does not allow structure codes or structure level codes to be updated.
In the example, we cannot create a structure value under "EUROPE" by import.
If the list of levels does not match the content of the structure : error message
Advice / Procedure
We recommend that you proceed as follows to create an import:
- Creation in
Project Monitor structure and properties
- Creation in
Project Monitor levels and their properties
- Export structure in Excel® format
- Complete the resulting file with the desired level values
- Import modified file
- If necessary, update level value details (code, logo, description)
Modifying a file structure
Modifying a structure by importing a file allows you to modify the labels and descriptions of level values.
Code uniqueness is the entry point:
- Reading an existing code: modification if the file contains a different label or description,
- Read a non-existent code: create a new level.
Example:
The following lines contain the values for the various levels
- Reading B9: code known → structure will be modified to this structure value or lower.
- Compare fields and modify if delta
- Read E9: code known → structure will be modified to this structure value or lower.
- Reading K9: new code → this structure value will be added structure
Via cURL command
structure import can be performed via a webservice call by supplying the import Excel file.
Step 1: Retrieve the token
curl -X GET -H X-PM-LOGIN // User login // H X-PM-PASSWORD:admin "admin
-H X-PM-PASSWORD:admin "http://localhost:8888/MonitorMakerWeb/api/auth/jwt/token" // server address //
Step 2: Launch hierarchy import
curl POST X-PM-LOGIN: // User's login ///
-H Authorization: // Authorization token //
-H Accept:application/json
-F attachment=@D:/projectmonitor/temp/Hierarchies.xls // Path of file to be imported //
"http://localhost:8888/MonitorMakerWeb/api/import/IMPORT_HIERARCHIE" // Address of hierarchy import WebService //
All levels described in the file are imported, even if they have no associated structure value .
If the level already exists (search by code), then the rest of the information in the file is ignored (no label update).
Blocking errors :
- incorrect header format
- non-existent structure
- incorrect level line
Non-blocking error :
- error on a structure value description line (the entire line is not imported)
1.2 Risks
Accepted file format :
- .csv
- .xls
- .xlsx
The file must contain a header line.
The parameter import is only available for parameter creation. This import has no action code. Consequently, it is not possible to modify or delete measurements using this import.
The imported file contains at least the 6 columns detailed in the table.
Click on Main menu >
Administration, Data administration >
Imports
> Attributes, risks and hierarchies.
This import also works for indicators: the expected format is identical.
Column | Description | Rule |
Code parameter | parameter code to create | Mandatory |
parameter label | parameter label to be created | Mandatory |
Long parameter label | Long parameter label | Optional |
Description parameter | Description of the parameter | Optional |
Code Type | Gender identification code | Mandatory |
Code category | category identification code | Mandatory |
structure | structure link structure code | Optional |
Level | structure link level code structure link | Mandatory if structure |
structure value | structure value code structure link structure value structure link | Mandatory if structure |
(*): These last 3 columns are repeated as many times as the parameter is attached.
1.3 Users
Principle
Accepted file format :
- .csv
- .xls
- .xlsx
The file must contain a header line.
User import is only available for user creation. This import has no action code. Consequently, it is not possible to modify or delete actions via this import.
The first 4 columns are mandatory. The columns must be ordered as shown in the table:
In the user import screen
- Fill in fields common to all imported users.
- Click on
Import a csv xls ldif file
top right - Select file.
- Click on
Register
to trigger the import of users from the list.
The "users being imported" list fills up, and a tooltip details the errors.
Possible errors
- This login is already in use
- The login can only contain letters and numbers (including the following characters: '_', '-','.', '@').
- The e-mail must be in the form chaîne@serveur.extension
- Password is mandatory
- Contact
Virage Group to acquire additional licenses
Column | Description | Rule |
User code | Login | Mandatory
The login can only contain letters and numbers (including the following characters: '_', '-','.', '@'). |
User label | First name | Mandatory |
Long user label | Name | Mandatory |
Mail | E-mail | Mandatory
Chaîne@serveur.extension |
Company | Company | Optional |
Function | Function | Optional |
Standard telephone | 20 characters | Optional
20 characters maximum (no constraint on characters accepted) |
Office phone | 20 characters | Optional
20 characters maximum (no constraint on characters accepted) |
Cell phone | 20 characters | Optional
20 characters maximum (no constraint on characters accepted) |
1.4 Attributes
Principle
Accepted file format :
- .xls
The file must contain a header line.
Attribute import is only available for attribute creation. This import has no action code. Consequently, it is not possible to modify or delete attributes via this import.
- Click on
Main menu >
Administration, Data administration >
Imports
>Attributes, risks and hierarchies.
- Click on the
Add a file
or drag & drop the file to load the file containing the attributes to be imported, - Click on the
Import
to start importing.
During import, attributes in error are not imported and an error message appears in the import report.
Possible errors
- One of the mandatory fields is missing
- Project code with unauthorized characters
- Group or form not created
- List not created for a list attribute
- For a calculated attribute , checkattribute format. Must be numeric.
- If formula with attributes other than accepted format
- break criterion checked on an attribute whose format does not allow it.
- Search criterion checked on an attribute whose format does not allow it.
- Quick search criterion checked on an attribute whose format does not allow it.
List of fields
Column | Description | Rule |
Code attribute | Code of theattribute to be created | Mandatory
The code can only contain letters and numbers (the following characters include "- " " _ " " / "). |
Object type | Type of object associated with theattribute | Mandatory
Possible values in this column are : PROJECT, TASK, EXCHANGE, PHASE (=planning), FILTER (portfolio), UP (=platform), REQUEST |
attribute label | Name ofattribute to be created | Mandatory |
Order | Numeric value used to position theattribute in the project tab | Optional |
Group | attribute group code | Optional |
theme | theme in which theattribute appears | Mandatory
Specify the corresponding theme in uppercase: PROJECT, PLANNING, RESOURCE, BUDGET, indicator, risk, revenue |
Format | attribute creation format | Mandatory
Specify expected format in uppercase: CHAIN, NUMERIC, BOOLEEN, LIST, DATE, AREA, RICHE, IMAGE, DOCUMENT |
List | attribute list code in LIST format | Mandatory if LIST format
Otherwise, OK if EMPTY |
Default value | Defaultattribute value | Optional
CHAIN: Text
NUMERIC: Number
BOOLEEN : TRUE (if must be checked)
LIST: list value code
DATE : dd/mm/yyyy
AREA : text
RICHE : text |
Unit | Text or symbol to be enteredattribute unit information | Optional |
Calculated | In Boolean format. | Optional
TRUE (if must be checked)
N.B.: for attributes in numeric format |
Formula | Formula prefixed by UP.CODE_ATTRIBUT or PROJET.CODE_ATTRIBUT
Construction of formula with standard characters (+ ; - ; * ; /). | Mandatory
If theattribute is in calculated numeric format
Attributes in NUMERIC or LIST format may be used in the formula.
Optional if other format |
Confidential | In Boolean format. | Optional
TRUE (if must be checked) |
Mandatory | In Boolean format. | Optional
TRUE (if must be checked) |
universal | Boolean format. Theattribute is present in all projects | Optional
TRUE (if must be checked) |
break criterion | Boolean format.
Enables consolidation | Optional
Valid (check ifattribute format: LIST, BOOLEEN, NUMERIC, CHAIN, DATE)
TRUE (if must be checked) |
Search criteria | Boolean format.
Search by this attribute | Optional
Valid (check ifattribute format: LIST, BOOLEEN, NUMERIC, CHAIN, DATE)
TRUE (if must be checked) |
Quick search criteria | Boolean format.
Adds theattribute to the "quick update" page. | Optional
TRUE (if must be checked)
N.B.: for search criteria attributes.
If quick search criterion checked and by search criterion then the error is displayed in the import report. |
2. Project import via Excel® file
2.1 Project creation principle
Projects can be created either by :
- Application interface (single-project case)
- An Excel file import (XLS, XLSX) (multi-project case)
- Web services (single or multi-project)
In the case of creation by interface, we create project by project. Operating modes can be :
- Creation from a blank structure
- Duplicating an existing project
- Creation from a project template: enter the code of the project template technicalattribute
- MS Project import
If created using Excel® (.xls format), from 1 to N projects can be created in a single import.
Method
There are 2 possibilities for importing projects into Project Monitor :
- Manual: using the controls as a background task
- By webservice in a scheduled task : using curl
The use of either method depends essentially on the objective sought and its frequency:
- One-off creation/modification to Manual
- Weekly or daily changes to cURL / View
Manual import is performed in Administration > Data administration >
Imports
> Projects.
To track progress :Administration >Advanced settings >
Technical configuration
> Background commands a background task order
Constraints
Rights required :
Accepted file format :
- .xls
- .xlsx
It is impossible to create projects by import if the settings generate automatic codes.
An error message will be displayed:
"ERROR - Project import not possible on a platform configured for automatic project code generation
"
If your import is completed in manual mode, then you can suspend this setting to enable the import.
2.2 Project creation using Excel® files
The Excel® import file is used to create project identification elements, their structure, planning, resource, budget and indicator objects. It is used to initiate values on :
- Identity (name, description, start/end date, CP, ...)
- structure link in hierarchies
- Different values for different attribute fields
- Project teams
- Project phases and milestones
- Indicators and their values
- Budgets with their values - for advanced budget importsenvelope, financial document, ...) see dedicated chapters ( envelope import; financial document import; budget synchronization).
- Project resources and their values - for advanced imports, see dedicated chapters (importing activity entry; importing planned ; importing resources).
Dates in the Excel® file must be in dd/mm/yyyy format, regardless of the user's language. To achieve this, the cell format must be of the date type and the regional parameter France.
Additional parameters or information can be entered directly via the interface (e.g. associated view , logo, files, etc.).
Structure of the Excel® project import file
The structure of the Excel® file should be as follows:
- The first line of Excel® sheets is the column name. It is not imported.
- One tab per data type (identification / hierarchical structure link / attribute)
- Tab labels should be formatted as follows:
- The tab name for identification must be prefixed by
PRJ-
- This tab is mandatory. - The tab name for the structure link must be prefixed by
RAT-
- For use with prefix updates
RAT-
suffix-DIFF
- The tab name for the team must be prefixed by
EQU-
- For use with prefix updates
EQU-
suffix-DIFF
- The tab name for attribute values must be prefixed by
ATT-
- The tab name for the schedule must be prefixed by
PLA-
- The tab name for budgets must be prefixed by
BUD-
- The tab name for resources must be prefixed by
RES-
- The tab name for indicators must be prefixed by
IND-
- The tab name for the planned distributed indicators must be prefixed by
PLAN
. - The tab name for tasks associated with the project must be prefixed by
TAC-
. - No blank lines
Limitations
The import mechanism does not allow you to create business indicators other than milestones/resources/indicators/budgets/tasks (e.g. risks, exchanges, etc.).
For resources, Excel® import does not allow you to import target or achieved values, etc. Data is initialized to 0.
2.3 Excel® file structure
2.3.1 Details of the IDENTIFICATION tab
Special rules :
- One line per project
- It is possible to modify a project. In this case, it must be identified by its code.
Without progressive scheduling
Column | Description | Rule |
Project* code | Project identification code
Text column type | - Mandatory value
- A code is unique.
- It must contain only numbers, letters or "- " " " _ " " / ". |
Project* label | Project label displayed | - Mandatory value
- A label is unique
- The label cannot be modified. |
project manager | Identifying the project manager | - Mandatory value for creation
- Optional for modification
- Enter user login
- A project manager must be a user account
- Modifiable if different value |
status | project status | - Mandatory value for creation
- Optional for modification
- Enter the exact value of the status (code or label)
- Value must exist in |
Start date | Project start date | - Mandatory value for creation
- Optional for modification
- No change if empty / Modifiable if different value
- Cannot be later than end date
- Format must be dd/mm/yyyy |
End date | Project end date | - Mandatory value for creation
- Optional for modification
- No change if empty / Modifiable if different value
- Cannot be earlier than start date
- Format must be dd/mm/yyyy |
Description | Project description | - Optional
- No change if empty / Modifiable if different value
- Modifiable if different value (all previous columns must be added if description is to be modified)
- Free text field without formatting |
Father project code | Parent project identification code
Text column type | - Mandatory value for creation if child project
- Project code corresponding to a project already created
- Modifiable if different value (all previous columns must be added if description is to be modified) |
With progressive scheduling
A column should be added in the last position to enter a smoothing start date for the remaining work.
Column | Description | Rule |
remaining work work smoothing start date | Smoothing start date for each resource for each project phase | - Optional
- Please note that the format must be dd/mm/yyyy
- If not filled :
◦ If the project already has a raf smoothing start date + if there are RAFGs in the resource tab, then today's date is applied and all RAFGs are readdressed from today's date over the durations of the respective phases.
◦ If the project already has a raf smoothing start date + no RAFG in the resource tab, then the RAF smoothing start date is retained.
◦ If the project does not yet have a raf smoothing start date + if RAFG is present in the resource tab.
◦ If the project does not yet have a raf smoothing start date + no RAFG in the resource tab, no smoothing start date applied to the project and all RAFGs are readjusted from today's date over the durations of the respective phases.
- If entered:
◦ If the project already has a raf smoothing start date then this is updated with the imported date (error if the date is not included in those of the project).
◦ If the project does not yet have a raf smoothing start date, then this date becomes the project smoothing start date for the remaining work. |
If you'd like to make an import modification, take all the data (via a project export, for example), and enter them in the right columns.
Enter new values for the values to be modified.
If a value is empty in the import (first tab), it cannot replace the previous value already in the application.
2.3.2 structure link tab details
Special rules :
- One line per structure link per project. There may therefore be several lines for a single project.
- structure link values from a line to a project is done either by code or label.
- When importing a project that already exists in the database, all connections are reset. This means that any values modified in the application are erased in favor of those in the import file.
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
structure | Indicates that the project is attached to a given structure . | - Mandatory
- Enter either the structure value or the structure code |
Level | Used to indicate the project's lowest structure link level for a given structure .
The structure link level is not necessarily the lowest structure level. E.g.: an A project can be linked to the Country level, and a B project to the City level of a geographic structure . | - Mandatory
- Enter either the value or the code
- The level must be declared as a structure link level in the application. |
structure value | Indicates the value to which the project is attached. | - Mandatory
- Enter either the value or the code
- The structure value must exist in |
SPECIAL CASE OF "DIFF" MODE
If you wish to use the file for updates, you can apply different rules by adding the suffix "DIFF" to the "RAT" tab (e.g. tab naming: RAT_import_DIFF).
In DIFF mode :
- All links are not reset by default. You must explicitly stipulate which links are to be modified when importing.
- If a line specifies only the structure code, all links are deleted (useful for resetting multi-linked hierarchies).
- If a line specifies only the structure code and the level code, all attachments for that level are deleted.
- If a line specifies the structure code, level code and structure value
- For hierarchies with a simple structure link : the value is replaced by the import value
- For hierarchies with multiple structure link : the value is added to the existing value.
2.3.3 Details of the TEAM tab
Special rules :
- One line per user and per project. There can therefore be several lines for a single project.
- structure link values from a line to a project is done either by code or label.
- When importing a project that already exists in the database, all assignments are reset. This means that users who have been modified in the application are erased in favor of those mentioned in the import file.
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
role | Indicates the role you wish to assign to a user | - Mandatory
- Enter either the value or the role code |
Name | Indicates the user account to be associated with the role. | - Mandatory
- Resume user login |
SPECIAL CASE OF "DIFF" MODE
If you wish to use the file for updates, you can apply different rules by adding the suffix "DIFF" to the "EQU" tab (e.g. EQU_import_DIFF).
In DIFF mode :
- All users are not reset by default.
- If a line specifies only the role code, all user attachments are deleted (useful for resetting to zero if necessary).
- If a line specifies the role code and the user code, it is added to the existing ones.
2.3.4 Details of the attribute tab
Special rules :
- One line per attribute and per project. There can therefore be several lines for a single project.
- structure link values from a line to a project is done either by code or label.
- It is not possible to import a technical attribute .
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
attribute | Indicatesattribute | - Mandatory
- Enter either the value or the code of theattribute |
Value | Indicatesattribute value | - Mandatory
- Transfer of the value entered.
- ATTENTION to format, in particular for date formats, must respect the dd/mm/yyyy formalism.
- Boolean format must respect Y (yes) or N (no).
- The value can also be a URL |
Form | Optional
form code or label
If the form has not yet been added to the project, it is added.
If the form does not exist, or if several forms match the code or label entered, the import will be in error.
If the form is already associated with the project, no action is taken. |
2.3.5 Details of the PLANNING tab
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
Type | Planning object type: milestone or PHASE | - Mandatory |
Code | Planning element code | - Mandatory
- Used to locate planning object for creation or modification |
Wording | - Mandatory | |
Type | Planning element type code or label | - Mandatory |
Start date | - Optional
- If there is no date specified and it is a modification, the current date is deleted. | |
Estimated start date | - Optional
- If no date is specified and it's a modification, the current date is deleted.
- If not specified, take start date | |
End date | - Optional
- If no date is specified and the milestone is a modification, the current date is deleted.
- target date for a milestone | |
Estimated completion date | - Optional
- If no date is specified and it's a modification, the current date is deleted
- If not specified, take end date
- Estimated date for a milestone | |
status | Mandatory
Enter exact status value (code or label)
Value must exist in | |
Parent | Optional
Parent phase code
The phase parent must be entered in a line prior to the child phase . | |
Date synchronization | AUTO or MANUAL | - Optional
- Default : AUTO |
Assignment | User login | - Optional
- Does not change assignee if nothing specified |
Dependencies | Comma-separated list of planning object dependencies. Each dependency can be composed of 4 character strings describing the dependency, separated by slashes.
DEPENDENT OBJECT CODE / DEADLINE / DEPENDENCY TYPE CODE / DEPENDENT PROJECT CODE
DEPENDENT OBJECT CODE: milestone or phase code
DELAY: duration in days. Delay between phase code and dependent project.
DEPENDENT TYPE CODE*: code of the link between phase and milestone
DEPENDENT PROJECT CODE: code of dependent project | - Optional
- Does not change dependencies if nothing specified
- Example "J1/0/DD/ADM2012" designates milestone J1 of project code ADM2012 and type DEBUT-DEBUT.
- Example "J1/1" designates milestone J1 of the same project as the planning object. Delay of 1 day and type end-start.
- Example "J1" designates milestone J1 of the same project as the schedule object. Delay of 0 days of type FIN-DEBUT.
- Example "J1/0/DF/ADM2012,J2" designates two milestones J1 and J2.
- When modified, dependencies not specified in the list are deleted (if the list contains dependencies).
- In the case of creation, the project designated by the dependency must have been created in a previous line. |
template | milestone ortemplate phase code | - When creating a schedule element, adds template attributes.
- In the case of a default template , the schedule element is created from this default template . |
Special rules :
- This tab shows all project phases and milestones.
- One line per planning object and per project. There can therefore be several lines for a single project.
- structure link values from a line to a project is done either by code or label.
- The presence of the planning tab activates the project planning module.
- When a phase is created, its duration must be greater than or equal to 1 day.
*Les valeurs attendues pour le < code type dépendance > sont :
- "FD" corresponds to the "End-Start" type
- "DD" corresponding to the "Start-Start" type
- "FF" corresponds to the "Fin-Fin" type
- "DF" corresponds to the "Start-End" type
- The value of this code is only required if a project code is also entered.
- If no value is entered, the default value is "FD".
- Here are a few examples:
Syntaxes | Meanings |
milestone | Dependency on milestone code milestone with a 2-day delay and a start-start type. |
milestone | Dependency on milestone code milestone with a delay of 0 days and end-start type. |
milestone | Dependency on milestone code milestone with a delay of 1 day and a start-finish type. |
milestone | Dependency on milestone code milestone of code project PROJ10 with a delay of 0 days and start-finish type. |
milestone | Dependency on milestone code milestone with a delay of 0 days and end-start type. |
- Here are some incorrect examples:
Syntaxes | Meanings |
milestone | No time limit |
milestone | No type |
milestone | Absence of deadline and type |
milestone | Type unknown |
N.B.: Project Monitor does not check dependency links during import
2.3.6 Details of the RESOURCE tab
Special rules :
- One line per resource, per phase and per project. There can therefore be several lines for a single project.
- If no phase is specified, the resource is assigned to the project phase (this applies in particular to resources without a phase).
- The presence of the resources tab activates this module in the project.
Without progressive scheduling
Since version 6.5.4, this type of import is no longer available.
With progressive scheduling
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
Phase code | Code or wording of the project phase to which the resource is to be assigned | - If specified, the resource is assigned to this phase
.
- Otherwise, the project phase is used. |
Resource code | Platform UP resource code | - Mandatory |
target | target value | - Optional (If not specified: "-") |
remaining work global | remaining work value of the resource for the phase | - Optional (if not specified: "- or target " according to copy rule) |
2.3.7 INDICATOR tab details (IND and PLAN)
It is possible to import completed and planned values for indicators.
Import completed indicators
Special rules :
- N lines per indicator and per project. Eachindicator line shows the completed indicator for a given period . There may be several lines for a single project.
- If no phase is specified, theindicator is assigned to the project phase (this applies in particular to indicators with no phase).
- The presence of the indicator tab activates this module in the project.
- If we import the "ACT-" / "IND-" and "PLAN" tabs (in this precise order) then the values in the "reference" andtarget finaltarget columns of "IND-" will be overwritten by the values in the "reference" andtarget finaltarget columns of "PLAN". For the purposes of this import, therefore, the "reference" andtarget finaltarget columns of "IND-" need not be filled in.
- If we import the "ACT-" / "PLAN" and "IND-" tabs (in this precise order) then the values in the "reference" andtarget finaltarget columns of "PLAN" will be overwritten by the values in the "reference" andtarget finaltarget columns of "IND-". For the purposes of this import, therefore, the "reference" andtarget finaltarget columns of "PLAN" need not be filled in.
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
Phase code | Code or wording of the project phase in which theindicator is to be used | - If specified,indicator is assigned to this phase
- Otherwise, the project phase is used |
Type UP/Local | "UP" if it's an UP indicator . Otherwise, it's a local indicator | - Mandatory |
Code indicator | Platform UPindicator code if "UP" type | - Mandatory for an UP indicator (identifies theindicator) |
indicator label | indicator label if "Local" type | - Mandatory for a local indicator (identifies theindicator) |
Type | Genus identification code or genus label | - Mandatory for a local indicator
- It is preferable to work on the |
category | category identification code or category name | - Mandatory for a local indicator
- It is preferable to work on the category code |
Distribution code | LINEAR_DIVISION or MANUAL_DIVISION | - Evolution distribution rule
- If not specified, use category distribution code |
Reference | Value Reference | - Optional (If not specified: "0") |
target | target value | - Optional (If not specified: "0") |
period | Date designating a period for the completed value | - Optional
- DD/MM/YYYY format |
completed | For indicators with a parameter stock structure: Cumulative completed value
For indicators with a parameter flow structure:
Value of completed. | - Optional (If not specified: "0") |
Import of planned distributed indicators
Special rules :
- N lines per indicator and per project. Eachindicator line shows the completed indicator for a given period . There may be several lines for a single project.
- If no phase is specified, theindicator is assigned to the project phase (this applies in particular to indicators with no phase).
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
Phase code | Code or wording of the project phase in which theindicator is to be used | - If specified,indicator is assigned to this phase
- Otherwise, the project phase is used |
Type UP/Local | "UP" if it's an UP indicator . Otherwise, it's a local indicator | - Mandatory |
Code indicator | Platform UPindicator code if "UP" type | - Mandatory for an UP indicator (identifies theindicator) |
indicator label | indicator label if "Local" type | - Mandatory for a local indicator (identifies theindicator) |
Type | Genus identification code or genus label | - Mandatory for a local indicator
- It is preferable to work on the |
category | category identification code or category name | - Mandatory for a local indicator
- It is preferable to work on the category code |
Distribution code | LINEAR_DIVISION or MANUAL_DIVISION | - Evolution distribution rule
- If not specified, use category distribution code |
Reference | Value Reference | - Optional (If not specified: "0") |
target | target value | - Optional (If not specified: "0") |
period | Date designating a period for the completed value | - Optional
- DD/MM/YYYY format |
planned | Value planned distributed from the period indicated in column K. | - Optional (If not specified: "0") |
2.3.8 BUDGET tab details
Special rules :
- n lines per budget and per project. Each budget line shows the completed budget for a given period . There may be several lines for a single project.
- If no phase is specified, the budget is allocated to the project phase (this applies in particular to budgets with no phase).
- The presence of the budget tab activates this module on the project.
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
phase code | Code or wording of the project phase to which the budget is to be allocated | - If specified, budget is allocated to this phase
- Otherwise, use project phase |
budget code | Platform UP label code | - Mandatory (identifies budget) |
Distribution code | REPARTITION_LINEAIRE_JOURS_CALENDAIRES
REPARTITION_LINEAIRE_JOURS_OUVRES
REPARTITION_MANUELLE
REPARTITION_AT_THE_END
REPARTITION_LINEAIRE_PERIODES_ECHUES
REPARTITION_LINEAIRE_PERIODE_COURANTE | - Distribution rule
- If not specified, use category allocation code |
target | target value | - Optional (If not specified: "0") |
planned | Value planned | - Optional (If not specified: "0") |
period | Date designating a period for the value completed, Invoiced or committed | - Optional
- DD/MM/YYYY format |
completed | Value completed | - Optional (If not specified: "0") |
Invoiced | Mandated value if public budget | - Optional (If not specified: "0") |
committed | Committed value if public budget | - Optional (If not specified: "0") |
2.3.9 task tab details
Special rules :
- In this tab, all project tasks are listed
- One line per task and per project. There can therefore be several lines for a single project.
- structure link values from a line to a project is done either by code or label
- Presence of task tab activates project planning module
Column | Description | Rule |
Project* code | Project code | - Mandatory |
Libelle* | task title (Subject) | - Mandatory |
Creation date | task creation date | - Optional :
- If empty = import date
- Format dd/mm/yyyy |
deadline | taskdeadline | - Optional
- Format dd/mm/yyyy |
Start date | Started on | - Optional
- Format dd/mm/yyyy
- If empty = import date |
Scheduled start date | Start target | - Optional
- Format dd/mm/yyyy |
End date | For the | - Optional
- Format dd/mm/yyyy |
Transmitter | task sender | - mandatory
- user login
- |
Assigned | Assigned | - Optional
- user login |
Load | Load (d/h)
| - Optional
- Numeric value |
task type | task
type
task type list value code | - Mandatory
- |
Priority | task
priority
List value code Priority | - Mandatory |
Status | task status List value code Status | - Mandatory |
milestone | milestone or project phase
milestone code | - Optional.
- Must exist in |
Message | Message from the task | - Optional |
PJ | URL link in attachment | - Format |
Participant | login | - Optional
- Each user separated by a comma
- e.g. NAME First Name, Last Name First Name, Last Name First Name |
2.3.10 Advice / Procedure
We recommend that you proceed as follows to create an import:
- Creation in
Project Monitor of all hierarchies
- Creation in
Project Monitor of all attributes
- Creation in
Project Monitor of all users
- Creation in
Project Monitor imported phase types
- Creation in
Project Monitor UP measures, budgets and imported resources
- Create Excel® import file
- Check that no project has an identical code to one of the projects to be completed
- Import Excel® file
- If necessary, update project detailsmilestone, schedule, etc.)
3.Budget theme imports
3.1 Budget parameter)
Accepted file format :
- .csv
- .xls
- .xlsx
The file must contain a :
- Code Budget
- Wording Budget
- Long wording Budget
- Description Budget
- Type code
- Code category
All fields must be in text format.
The budget import is only available for creating budget measures. This import does not have an action code. Consequently, it is not possible to modify or delete measures using this import.
Column | Description | Rule |
Budget code | budget code to be created | Mandatory |
Budget heading | budget to be created | Mandatory |
Long budget heading | Long label | Optional |
Description Budget | Description | Optional |
Code Type | Gender identification code | Mandatory |
Code category | category identification code | Mandatory |
Generic Budget | Boolean | Optional - if TRUE then genericbudget parameter |
Analytical axis | Code Analytical axis | Optional - Mandatory if generic budget is "TRUE |
structure | structure link structure code | Optional |
Level | structure link level code structure link | Mandatory if structure |
structure value | structure value code structure link structure value structure link | Mandatory if structure |
(*): These last 3 columns are repeated as many times as the budget is attached.
3.2 Invoices
Accepted file format :
- .xls
The file must not contain a header line.
Invoice import works on projects with the revenue module enabled. If the revenue module is not activated on the project being imported, an error is displayed.
Creation or modification based on the existence of the invoice according to its code.
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
Invoice* code | Invoice code | - Mandatory (identifies the invoice) |
Invoice code | Invoice wording | - Mandatory |
State code | Invoice status list value code | - Optional
- If not specified, uses default state and returns a warning |
Date period | invoice period | - Optional
- Retrieves the period |
Issue date | Invoice issue ordeadline date (declared date) | - Optional
- Date format dd/mm/yyyy |
Message | Message or remark | - Optional |
Amount | Invoice amount | - Optional |
Discount | Invoice discount | - Optional |
Quote links | List of quotation codes separated by the character " | " if a CSV file, or " , " if an Excel® file. | - Optional
- If specified, links all quotes to the invoice |
3.3 Specifications
Accepted file format :
- .xls
The file must not contain a header line.
Quotation import works on projects where the revenue module is activated. If the revenue module is not activated on the project being imported, an error is displayed.
Creation or modification based on the existence of the quote according to its code.
Column | Description | Rule |
Project* code or name | Project identification code or project name | - Mandatory
- It is preferable to work on the project code |
Quote* code | Quote code | - Mandatory (identifies the quote) |
Specification wording | Specification | - Mandatory |
State code | Code for quotation status list value | - Optional
- If not specified, uses default state and returns a warning |
Code Nature | Value code for nature of estimate list | - Optional
- If not specified, uses default state and returns a warning |
Date period | quotation period | - Optional
- Retrieves the period |
Issue date | Quotation issue ordeadline date (declared date) | - Optional
- Format: dd/mm/yyyy |
Message | Message or remark | - Optional |
Amount | Quotation amount | - Optional |
Discount | Discount on quotation | - Optional |
Invoice links | List of invoice codes separated by the "|" character if a CSV file or "," if an Excel® file. | - Optional
- If specified, associates all invoices with the quote |
3.4 Budget envelopes
Accepted file format :
- .csv
- .xls
- .xlsx
The file must not contain any header lines:
- envelope code
- Then budget
All fields must be in text format.
Import does not work with CancelAndReplace on envelopes: DELETE is required to delete envelopes.
With regard to envelope budgets, if budgets are not specified in the import, these budgets are deleted from theenvelope concerned after import: the deletion order only concerns the envelope object.
The cancelAndReplace command concerns the envelope object: there is noenvelope destruction without an import request. On the other hand, any data contained in theenvelope not specified by the import will be ejected: the cancelAndReplace command therefore affects the contents of theenvelope , but not the list of envelopes.
Column | Description | Rule |
Code | envelope code | Mandatory |
Wording | envelope label | Mandatory |
Label Long | Longenvelope label | Optional |
Description | envelope description | Optional |
envelope General | Generalenvelope code | Mandatory
The generalenvelope is updated with the budget if it was not there. |
status | envelope status code | Mandatory |
Budget | budget code UP | Mandatory
This budget must belong to an SFRIM ticked "Managed by envelope ". |
target | target envelope on the budget | Mandatory |
Exercise | Exercise code | Optional |
planned | Planned value for the year | Optional |
structure | structure link structure code | Optional |
structure value | structure value code structure link structure value structure structure link | Optional
The structure value must be on a structure link level |
Action / Movement | Code Action | CREATE, MODIFY, DELETE
Optional. If not specified, no DELETE and no Warning. |
3.5 Financial documents
Accepted file format :
- .csv
The file must contain a header line. The import is based on the order of the columns up to column U, from which it is possible to import customized financial document attributes. You can then import them in any order you like, simply by entering the code of a financial document attribute .
Please note that it is not possible to import a financial document on a finished project.
An error will appear in the import report (except for retroactive entry: for a period prior to the closing period ).
Reminder: a project is automatically closed if it has a meta status Completed
and if its end date has passed.
Financial document imports can take a long time to run. There's no need to split the import if it's substantial, as it will run as a background task .
If the financial document does not exist :
- It is created automatically.
- Assignment to project or phase is automatic on import
- When importing a distributed financial document ,
- The distribution displayed in the financial document is always "manual", even if the distribution mode is different in thebudget category .
If the financial document does not concern a project :
- If there is no project code in the import, then financial documents are created without a project and appear in thebudget theme without a project (
Budget management >
Financial documents > Filter = No project).
- If the financial document has the wrong project code, it is not created.
Column | Description | Rule |
Code | financial document code | Mandatory
A code is unique. |
Wording | financial document title | Mandatory if created
If empty, no data modification
Maximum number of characters: 500 |
Label Long | Long wording of the financial document | Optional
If empty, no data modification |
Description | Description of the financial document | Optional
If empty, no data modification |
Date | Date de la financial document | Mandatory if creation
Format yyyymmdd
If empty, no data modification |
financial document parente | Parent financial document code :
For example, financial allocation code for a commitment.
The parent document type must be defined in the financial document type. | Optional
If empty, no data modification |
envelope | envelope code | Optional
Mandatory if |
Project | Project code | Optional |
Phase | phase code | Optional.
If not specified and Project entered, use project phase .
If specified, please enter Project code. |
Budget | budget code UP | Optional
Budget of the financial document
line
Mandatory if the financial document is in Action / Movement CREATE, MODIFY and DELETE |
representation | representation code | Optional
representation the financial document line. If not specified, depending on import type and financial document
REP_TARGET, REP_MANDATE, REP_COMMIT, REP_PLAN_REPARTI
REP_PREVISIONNEL_REPARTI_1,
REP_PREVISIONNEL_REPARTI_2,
REP_PREVISIONNEL_REPARTI_3,
REP_FORECAST_1,
REP_PREVISIONNEL_2,
REP_PREVISIONNEL_3
It is possible to define the amount "to be distributed" of a financial document of type " forecast total réparti 1/2/3", simply by indicating the representation codeforecast total non réparti "REP_PREVISIONNEL_1", "REP_PREVISIONNEL_2" or "REP_PREVISIONNEL_3". The line date is ignored when this type of representation is indicated. |
Value | financial document value | Optional
Value of the financial document line for the representation
For representations (REP_PREVISIONNEL_1,
REP_PREVISIONNEL_2,
REP_PREVISIONNEL_3) this corresponds to the value of the amount to be distributed |
Line date | financial document
line date
For planned distribution, this date specifies the distribution period . | Optional (for REP_CIBLE, REP_MANDATE, REP_ENGAGE, REP_PREVISIONNEL_1, REP_PREVISIONNEL_2 and REP_PREVISIONNEL_3 representations)
Mandatory (for representations REP_PLANIFIE_REPARTI, REP_PREVISIONNEL_REPARTI_1,
REP_PREVISIONNEL_REPARTI_2,
REP_PREVISIONNEL_REPARTI_3)
Format yyyymmdd
If this field is filled in, it takes precedence over the financial document date, which is not read by |
Action / Movement | Code Action | Possible actions: CREATE , MODIFY , DELETE
Optional. If not specified, no DELETE and no Warning
Theaction chosen will depend on whether or not PF exists in the application. |
Contract number | FP market number | Optional
If empty, no data modification |
Third-party identifier | Third-party FP identifier | Optional
If empty, no data modification |
Beneficiary company | FP beneficiary company | Optional
If empty, no data modification |
Attachment | Attachment associated with the FP | Optional
If empty, no data modification.
This column takes the form of a URL. The field must be completed with https:// as a prefix. |
status | financial document status code | Optional
If empty, value with default list value ( Open ) |
financial document attribute code | financial document attribute code | Optional
You can add as many attributes as you like.
Technical attributes (contract number, third-party identifier, beneficiary company, PJ and status) are present in columns O to U. Other custom attributes can be added from column O.
If the cell for theattribute value is empty, then the value is empty. If the value already exists in the destinationattribute , it is replaced.
Theattribute must not be technical, or have the Purge if not enterable field unchecked.
Numeric values are entered as whole numbers or decimals with two decimal places and no decimal point: 3 or 3.14, but not 3.14 or 3.145.
Certain types of attributes can be imported in certain ways: list value code if theattribute is of the list type, Y or N if theattribute is Boolean, yyyymmdd if theattribute is of type date, and a URL if theattribute is an image or document. |
3.6 Budget synchronization
Accepted file format :
- .csv
- .xls
- .xlsx
The file must contain a :
- Project code
- Then Code phase
- Then Code envelope
- Then budget code
If the lines are not scheduled correctly, this error message will appear (after import):
- CODE_PROJET_-CODE_ENVELOPPECODE_BUDGET - ERROR - Duplicate object in import file :
- CODE_PROJET corresponds to the "Project Identifier Code" column
- CODE_ENVELOPPE corresponds to the " envelope code" column
- CODE_BUDGET corresponds to the " Budget Code" column
If a parameter has not been assigned within the project and is present in the import file, assignment is performed automatically. If representation values (e.g. target) are not specified in the import file, the default value is "0" (zero).
The import does not work in cancelAndReplace : the DELETE command must be given to delete budget allocations to phases.
The imported file contains at least the 18 columns detailed on the next page.
Column | Description | Rule |
Project identifier code | Code carried by theattribute selected in the platform administration.
- Admin
- Config. Platform
- In the "Resource / budget " section, find the "Project identifier for budget synchronization" field.
- Choose, for example: "Code | Mandatory |
Phase code | Project phase code | Optional
If not specified, the project phase is concerned. |
envelope code | Correspondingenvelope code | Optional |
budget code | budget code | Mandatory |
Distribution code | planned distribution mode
REPARTITION_LINEAIRE_JOURS_CALENDAIRES
REPARTITION_LINEAIRE_JOURS_OUVRES
REPARTITION_MANUELLE
REPARTITION_AT_THE_END
REPARTITION_LINEAIRE_PERIODES_ECHUES
REPARTITION_LINEAIRE_PERIODE_COURANTE | Optional
If not specified, use distribution defined on category to allocate budget to phase |
target | target value | Optional
If not specified, value "0" on creation.
If not specified, no update in case of modification. |
planned | planned on the monthly period | Optional
If not specified, no update |
Date period | Date used to identify the monthly period the following values | Optional for aperiodic representationstarget, planned)
Mandatory for periodic representationsestimated, completed, committed, Invoiced)
Format yyyymmdd.
In Excel, cell format must be "text". |
estimated | Estimated value over the monthly period | Optional
If not specified, no update |
completed | Value realized over the monthly period for a non-public budget | Optional
If not specified, no update |
committed | committed on the monthly period for a public budget | Optional
If not specified, no update |
Invoiced | Invoiced on the monthly period for a public budget | Optional
If not specified, no update |
Action / Movement | Code Action | CREATE, MODIFY, DELETE
Optional
If not specified, no DELETE and no Warning |
5 Reserved columns | RFU - Reserved For Future Use | |
Free columns | Sequence of free columns not read by |
3.7 planned
Accepted file format :
- .xls
- .xlsx
The file must not contain a header line.
Column | Description | Rule |
Date | Date used to find the period | Mandatory if distribution code is equal to REPARTITION_MANUELLE
Optional otherwise
Date format dd/mm/yyyy |
budget code | Budget parameter Code | Mandatory |
Project code or name | Platform project code or name | Mandatory |
phase code | phase code | Mandatory
If there is no phase , please enter the following parameter "_PROJET_". |
envelope code | envelope code | Optional
Mandatory if |
Distribution code | planned distribution mode
REPARTITION_LINEAIRE_JOURS_CALENDAIRES
REPARTITION_LINEAIRE_JOURS_OUVRES
REPARTITION_MANUELLE
REPARTITION_AT_THE_END
REPARTITION_LINEAIRE_PERIODES_ECHUES
REPARTITION_LINEAIRE_PERIODE_COURANTE | |
planned total | Total planned value | If this value is not specified, the value is 0. |
planned distributed | Value of planned distributed (over the period designated by the date | If the distribution code is equal to REPARTITION_MANUELLE and this value is not specified, the value is 0.
Not read if distribution code is different from REPARTITION_MANUELLE |
3.8 forecast total
Accepted file format :
- .csv
- .xls
- .xlsx
The file must not contain a header line.
If during import the line does not have the same distribution as that specified by the import, an error is output and the line is ignored by the import.
Column | Description | Rule |
Date | Date used to find the period | Mandatory if distribution code is equal to REPARTITION_MANUELLE
Optional otherwise
Date format dd/mm/yyyy |
budget code | Budget parameter Code | Mandatory |
Project code or name | Platform project code or name | Mandatory |
phase code | phase code | Mandatory
If there is no phase , please enter the following parameter "_PROJET_". |
envelope code | envelope code | Optional
Mandatory if |
Distribution code | forecast total distribution mode
REPARTITION_LINEAIRE_JOURS_CALENDAIRES
REPARTITION_LINEAIRE_JOURS_OUVRES
REPARTITION_MANUELLE
REPARTITION_AT_THE_END
REPARTITION_LINEAIRE_PERIODES_ECHUES
REPARTITION_LINEAIRE_PERIODE_COURANTE | |
forecast total total | forecast total value forecast total total | If this value is not specified, the value is 0. |
forecast total répartir | Value of the forecast total distributed 1,2 or 3 over the period indicated by the date | If the distribution code is equal to REPARTITION_MANUELLE and this value is not specified, the value is 0.
Not read if distribution code is different from REPARTITION_MANUELLE |
3.9 Application
Accepted file format :
- .xls
The file must not contain a header line.
A budget request import can update requests already created on your platform.
Cases of error :
- SI: the budget plan has no assigned budget parameter and we enter budget code A in the import file.
- THEN the following error message is displayed:
The amounts are included in budget code A in the project request.
- IF: the budget plan has an assigned budget parameter A and we enter budget code B in the import file.
- THEN the following error message is displayed:
The budget plan does not contain the budget code: B - ERROR
- IF: the budget plan has an assigned budget parameter A and we enter budget code B in the import file, and budget parameter B is not assigned to the project.
- THEN the following error message is displayed:
No budget allocated to the project. Resource code read: B, phase : _PROJET_ - ERROR
Column | Description | Rule |
Date period | Date used to identify the exercise of the VLM (operation chosen for consistency with other imports - an exercise value would be easier) | Format dd/mm/yyyy |
budget code | budget code | Mandatory |
Project code or name | Project code or name | Mandatory |
Phase code | Project phase code | Mandatory
If there is no phase , please enter the following parameter "_PROJET_". |
envelope code | envelope code | Optional
Mandatory if |
Version code | Budget plan version code | Mandatory |
Hypothesis | plan
version assumption
the value code for the list of budget assumptions must be "HYPOTHESE_BUDGET_LISTE". | Mandatory
Possible values:
LOW, MEDIUM or HIGH |
budget request (amount) | Amount requested for the budget / envelope / phase / year concerned | |
Code status | request status .
Modification of request status if specified | Optional.
If not all statuses are identical under a budget request, the last one prevails. |
Comment | Project comment for the version.
IMPORT" prefix added at the beginning of the comment to identify the imported comment and modify it if necessary. | If not all comments are identical under a budget request, the last comment prevails. |
4. Resource theme imports
4.1 Resourcesparameter)
Resource import is only available for resource creation. This import has no action code. Consequently, it is not possible to modify or delete actions via this import.
Accepted file format :
- .csv
- .xls
- .xlsx
The file must contain a :
- Resource code
- Resource label
- Long wording Resource
- Description Resource
- Type code
- Code category
Column | Description | Rule |
Resource code | Resource code to be created | Mandatory |
Resource label | Resource label to be created | Mandatory |
Long wording Resource | Long wording of the resource | Optional |
Description Resource | Resource description | Optional |
Code Type | Gender identification code | Mandatory |
Code category | category identification code | Mandatory |
Associated user | Boolean | If TRUE, the "resource code" login user must exist in the database. This user is associated with this resource. Fails if the user does not exist. |
Generic resource | Boolean | |
Billing resource | Boolean | |
Specific profile | Profile code | Optional |
Percentage of activity | Capacity multiplication value | IF nothing, then value equal to 0 |
period Cout | Date from which to allocate resource cost until last platform period | Optional. If not specified, the active period is used.
Please note that the format must be dd/mm/yy. |
Resource cost | Resource cost | Optional (suggestion: include this information when importing resources, as modifications are time-consuming) |
structure | structure link structure code | Optional |
Level | structure link level code structure link | Mandatory if structure |
structure value | structure value code structure link structure value structure link | Mandatory if structure |
(*): These last 3 columns are repeated as many times as the resource is attached.
4.2 completed activity recording
The activity input import works on projects with the resource module enabled. If the resource module is not activated on the project being imported, an error is displayed. Resources must also be present in the project. The project must also have been started.
Please note that it is not possible to import completed for a future period .
Finally, for the import to work, you need :
- Go to the resource parameter structure
parameter structures
- Check that the is
daily timesheet
Accepted file format :
- .csv
- .xls
- .xlsx
The file must not contain any header lines.
Column | Description | Rule |
Date entered | Date corresponding to activity entry | - Mandatory
- Also used to find the period
- Date format: dd/mm/yyyy |
Resource code | Platform resource code | - Mandatory |
Project code or name | Platform project code or name | - Mandatory |
phase code | phase code | - Mandatory if the resource is added at phase
level
- Optional if the resource is added at project level. In this case, enter "_PROJET_" in this column. The value is then assigned to the resource's Project phase . |
Value | Value to be entered in the box corresponding to the entry date | - Value in days, according to the number of hours per day of the resource or, failing that, of the platform.
Examples:
- 1 for one day
- 0.5 for 1/2 day
- 0.125 for 1h, in the case of an 8h/day configuration at resource or platform level |
4.3 RAFG of the progressive scheduling resource
The import of remaining work works on projects with the resource module enabled. If the resource module is not activated on the project being imported, an error is displayed. Resources must also be present in the project. The project must also have been started.
Accepted file format :
- .csv
- .xls
- .xlsx
The file must not contain any header lines.
Column | Description | Mandatory | Rule |
Resource code | Platform resource code | YES | |
Project code or name | Platform project code or name | YES | |
phase code | phase code | YES | Set the value to "_PROJET_" to assignthe value to the resource's Project phase . |
RAFG | RAFG value | YES | The value is automatically smoothed between the smoothing start date and the end of the phase. |
4.4 remaining work detailed manual resource remaining work with progressive scheduling
Accepted file format :
- .csv
- .xls
- .xlsx
The file must contain one line of headers.
A second import overwrites the data: no accumulation is completed.
Column labels can be modified; for example, for the RAFDM column, you can enter Value or planned. The order of the columns, however, must remain the same.
Column | Description | Mandatory | Rule |
Resource code | Platform resource code | YES | |
Project code or name | Platform project code or name | YES | |
phase code | phase code | YES | Set the value to "_PROJET_" to assignthe value to the resource's Project phase . |
Date | Date the RAFDM is applied to the resource | YES | Same rules as in the interface.
The RAFDM date must be greater than or equal to the smoothing start date and less than or equal to the phase end date.
If there is no smoothing start date on the project, it is initialized to the current date.
Expected format: DD/MM/YYYY |
RAFDM | RAFDM value | YES | The value is manually tagged to the day on the date indicated.
You can then import 1 for 1 day, 0.5 for 0.5 day, etc.
If RAFG: standard rules
If no RAFG: standard rules |
5. Importing the collaborative theme
5.1 Importing tasks
Column | Description | Rule |
CODE_PRJ | Project code | Mandatory |
Libelle* | task title (Subject) | Mandatory |
DATE_CREATION | task creation date | Optional :
If empty = import date
Format dd/mm/yyyy |
DATE_ECHEANCE | taskdeadline | Optional
Format dd/mm/yyyy |
DATE_DEBUT | Started on | Optional
Format dd/mm/yyyy
If empty = import date |
TARGET_START_DATE | Start target | Optional
Format dd/mm/yyyy |
DATE_FIN | For the | Optional
Format dd/mm/yyyy |
SENDER | task sender | Mandatory
user login
|
ASSIGN | Assigned | Optional
user login |
LOAD | Load (d/h)
| Optional
Numeric value |
CODE_TYPE_TACHE | task
type
task type list value code | Mandatory
|
PRIORITY | task
priority
List value code Priority | Mandatory |
STATUS | task status List value code Status | Mandatory |
milestone | milestone or project phase
milestone code | Optional.
Must exist in |
MESSAGE | Message from the task | Optional |
PARTICIPANT | login | Optional
Each user separated by a comma
e.g. NAME First Name, Last Name First Name, Last Name First Name |