Phases Property Import Fields
Part of successfully importing items/objects into PSA is the PSA Microsoft Excel Import template (in .xlsx), which contains the necessary predefined tabs which allow you to specify the item/object properties to import.
Click here to view the article detailing how to import items/objects using Excel.
PSA Microsoft Excel Import Template: Phases sheet
This article is designed to facilitate the smooth import of Phases into PSA using the Excel Import Template (.xlsx). It outlines the available fields, offering administrators concise descriptions to populate their Excel templates effectively. This resource aims to simplify the process, ensuring seamless Phases imports.
Let us delve into the key fields and empower you to efficiently transfer your Phases data into PSA.
Caution: Please be advised that it is recommended to fill all fields, even if no changes are intended. Leaving fields blank may result in some values reverting to their default settings.
| Phases Property Import Fields | Definitions |
|---|---|
| Tenrox_Excel_Process_Status | Import status (populated by the system after the Phase import is processed) |
| UniqueId | - Upon Creation: The Unique ID of a new Phase is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Phases being updated must be entered by you, ensuring it matches the one initially generated by the system during the initial import. For further details on how to extract this Unique ID refer to Create a Report to View Unique Ids. Note: Do not edit this column if you are creating a new Phase using Excel Import. |
| Name * | Defines the Name of the Phase (required field) |
| Phase _Parent_Name | Defines the Name of the Phase under which a new Phase is created/Phase being modified or moved |
| Id | Defines the Phase's ID |
| Override_Funded | Defines whether or not the Funded attribute is overridden at the Phase level Note: Enter 1/0 for Yes/No. |
| Funded | Defines whether or not the Funded attribute is set at the Phase level Note: Enter 1/0 for Yes/No. |
| Override_RandD | Defines whether or not the R&D attribute is overridden at the Phase level Note: Enter 1/0 for Yes/No. |
| RandD | Defines whether or not the R&D attribute is set at the Phase level Note: Enter 1/0 for Yes/No. |
| Override_Billable | Defines whether or not the Billable attribute is overridden at the Phase level Note: Enter1/0 for Yes/No. |
| Billable | Defines whether or not the Billable attribute is set at the Phase level Note: Enter 1/0 for Yes/No. |
| Description | Description of the Phase |
| Is_Placeholder | Defines whether or not the Phase is a placeholder Note: Enter 1/0 for Yes/No. |