Import Projects
General
In G4, planning often revolves around projects. A product delivered to a specific customer in G4 can be considered a project. G4 projects can be effectively imported into Flow using an Excel table. The project archive from G4 can be directly exported into Excel format. By editing this table, projects can be imported into Flow. However, before import, it's important to note that the project details in Flow are different from those in G4's project archive. If you intend to import fields from G4's project archive into Flow, the projects must first be created in Flow.
Import Projects
Field Name | Description | Explanation | Mandatory |
|---|---|---|---|
OBJCODE | Identifier | From the project identifier series | X |
OBJNAME | Name | Project name | X |
DESCR | Description |
|
|
STATUSID | Status ID | Selection type field, e.g., draft, finished, approved (default draft) |
|
CLASSIFICATION | Classification |
| X |
PUBLICITY | Publicity | Selection type field i = internal default p = public s = visible (default i) |
|
CREATOR.USER_BYUSERNAME | Creator | User ID |
|
CUSTOMER.LINK_BYNAME | Customer | Associated with a customer, customer name (must be set up in Flow) |
|
PDMOBJECTYPEID | Type | Constant text "project" | X |
BASEJCLASS | Class | Constant text "project" | X |
Note:
In the Classification field, use the classification code, not the description.
In the Status ID field, use the value stored in the database, not the informational description visible to users. If the status model differs from Flow's default, Vertex provides the status IDs to the customer.
Using an Excel spreadsheet, you can create new projects or update existing project information.
See: Import Data into Flow