Import Systemization (PBS) |
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Importing Systemization can expedite the creation and updating of the systemization structure (a.k.a. process breakdown as it is a hierarchal structure of process streams). When importing the systemization tree, it must be performed in two (2) different imports:
It is important the systemization XLS file have the following columns:
Important Notes:
The process for importing Systemization is outlined below:
Step |
Action |
1 |
Switchboard Navigation: Configuration > Data Exchange > Imports Menu Navigation: Engineering > General Configuration > Imports Import Wizard Button. |
2 |
Select IMPORT TYPE view to import against (do not select hyperlink). The Import Type for importing a PCT list is named Project Control Tasks
Import Edit Form - Browse to File. |
3 |
Select CHOOSE FILE to browse and select a file (.xls) file to upload into the CE database. Browse to the XLS file just as if you were attaching an image to a document, it is the same concept.
After mapping the fields, the import tool will perform a “Pre-Import” validation process, where it will present the what the results will be prior to committing to the import. This is an important feature as it will allow a user to cancel the import as they identified issues if they had proceeded directly with the import. Press NEXT to map fields. Import Edit Form - Map Fields (First Import). |
4 |
The FIRST IMPORT will focus on importing the list of Process Breakdown nodes. The fields that MUST to be mapped are:
NOTE: The collision behavior is designed to set the business rules for the instance where data already exists in the database. If a record finds a perfect match against the NAME field, then it will apply a collision behavior, where:
Press FINISH to process the XLS file into the database. Important Notes:
After importing the list of nodes, you can confirm by reviewing the number of INSERTS it created in the database. Import Edit Form - Map Fields (Second Import). |
5 |
The SECOND IMPORT will focus on creating the parent – child relationships between the systemization nodes. Follow the same actions as defined in Step 4. CE will require the same mapping as the first import.:
Important Notes:
Import Log. |
6 |
READING THE IMPORT LOG (results): Each import will be summarized in the import log. Select the blue Hyperlink to load the results from any import against this import view. A user can also select the XLS icon to load the file that was processed. After importing the PCT list a user will see the PCT list created and if completion details (actual end date) is entered it will automatically assign the PCT a completion status. If a user did not put in “completed by” in the XLS it will insert the name of the person importing the XLS file. Next Training: View Import Log |
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