Programs 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: Programs sheet
This article is designed to facilitate the smooth import of Programs 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 Programs imports.
Let us delve into the key fields and empower you to efficiently transfer your Programs 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.
| Programs Property Import Fields | Definitions |
|---|---|
| Tenrox_Excel_Process_Status | Import status (populated by the system after the Program import is processed) |
| UniqueId | - Upon Creation: The Unique ID of a new Program is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Programs 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 Program using Excel Import. |
| Name * | Defines the Name of the Program (required field) |
| Program_Parent_Name | Defines the Name of the Program under which a new Program is created/Program being modified or moved |
| Id | Defines the Program's ID |
| Currency * | Currency Code. Note: Example Currency Code:
EUR - Euro
CAD - Canadian Dollar
GBP - British Pound
INR - Indian Rupee
USD - US Dollar
ILS - Israeli New Sheqel
etc... |
| Manager_Logon_Name | Logon name of the Manager associated to the Program. |
| Manager_Last_Name | Last name of the Manager associated to the Program. |
| Manager_First_Name | First name of the Manager associated to the |
| Alternate_Manager_Logon_Name | Logon name of the Alternate Manager associated to the Program. |
| Alternate_Manager_Last_Name | Last name of the Alternate Manager associated to the Program. |
| Alternate_Manager_First_Name | First name of the Alternate Manager associated to the Program. |
| Program_Health | Defines the Program Health. Note: Enter GREEN, YELLOW or RED. |
| Planned_Start_Date | Planned start date of the Program. Note: Set column format to Date ( MM/DD/YYYY). For Open Ended enter 11/27/2737 |
| Planned_End_Date |
Planned end date of the Program. Note: Set column format to Date ( MM/DD/YYYY). For Open Ended enter 11/27/2737
|
| Is_Completed | Defines whether or not the Program is completed. Note: Enter 1/0 for Yes/No. |