Depending on your permissions, the Menu Options option enables you to:
Option | Description |
|---|---|
Export > Activity Details | To export the CSV template with activity attributes defined in uDesigner. All of the columns that are seen in the Activity Sheet will be exported. The order of columns seen in the CSV template would be the same as in the activity sheet. The Required columns will show additional required symbol in the CSV template. All of the existing activities details will be exported. |
Export > All Activities | To include all of the activities. |
Export > All Assignments | To include all of the assignments. |
Import > Activity Details | To import the activities and add new activities if activities do not exist. See the "About System Activity Sheet" topic for more details. When you select this option, the existing activities in the sheet will be exported to CSV template. |
CSV Import of Activities | The Activity ID is generated using the activity sequence numbering setup at properties level, if no value is provided in the Activity ID column. You can enter only alphanumeric characters in the Activity ID column. You cannot leave any of the required field in an activity attributes form blank. If the CSV file imported does not have data for all of the required fields in the activity attributes form, then import will fail. Only columns that are editable can be updated, for the existing activities. Changes to read-only columns in the CSV file will be ignored. The WBS Code and CBS Code for the activities can be added for new activities. For the existing activities, the WBS Code and CBS Code for the activities can be updated. CSV restrictions: The data elements that are added in the Integration tab must match the names, or labels, in the exported CSV template. All of the data elements that are defined in the Integration tab will be seen as column headers in the CSV template. The order of the column headers are as they appear in the Integration tab. If no integration interface is defined, then all of the uuu_P6 pre-defined columns will be seen in the CSV template. In this case, the Activity ID and Activity Name will be shown as the first two columns, followed by other uuu_P6 data elements. The existing rows (activities) must be in the same order as currently seen in the sheet. The Activity ID and Activity Name columns are shown as required in the exported CSV template, along with other required fields. |
View History Log | To open the History Log window. This window contains the following toolbar options:
This window contains the following columns:
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