Administrative Help

Importing Workspaces: Step 6 - Preview

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In the sixth step of the Import Workspaces wizard displays a preview of the imported data and associated  field mappings. Use this preview to identify errors in your import file.

To verify the Import:

  1. Workspaces that will be imported are displayed with a green check symbol:
    Workspaces that will not be imported due to a data problem are displayed with a red X symbol:

    If any workspaces display errors, note the field(s) that contain the errors:
  2. Any required fields that are missing data display "(Data Required)".
  3. Any fields with incorrect data types (for example, a number in a text field) are highlighted in red.
  4. Any non-required field imported without data that has been assigned a default value is shown in Bold.
    Note:
    This does not indicate an error. This is informational only.
     
  1. Click Import to import the valid workspaces (invalid workspaces are not imported), Previous Step to change member or field mappings, or Cancel to edit the data in the import file.

Important: If you reimport a file that includes data you imported before (for example, a file in which you fixed errors), you may create duplicate workspaces. Delete any data you have successfully imported from the import file.

For help on the other steps in the wizard click the step name:

Step 1 - Select Workspace Type | Step 2 - Select File to Import | Step 3 - Map File Fields to Changepoint PPM Fields | Step 4 - Specify Workspace Roles | Step 5 - Map Users | Step 6 - Preview | Step 7 - Summary