What is Import Manager - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

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Intergraph Smart Completions
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Help
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5.3.6

The Imports manager bulk uploads engineering, plant and project information. The Imports Manager contains a list of pre-defined Import Types. They are identified by the Manager View, Name, and Description of the relevant Manager. An Import Log houses all import activity and associated files. Therefore, users can ensure

If Smart Completions is being used to manage multiple projects, make sure to add the project name as additional column. A project name must have {Project Name} – {Description} such as "1000 – Concentrator Expansion" and that project must already exist in the database.

Import file must meet the following criteria:

  • First row is the column headers

  • There is only one tab/ worksheet that contains data

  • Every asset tag should be given a discipline

  • Cells that have merged value + engineering unit (eu) must be separated into 2 separate columns

  • Cells that have multiple drawing numbers (i.e. 100-pid-100, 100-pid-101) must be comma separated when a list is requested

  • Save as (.xls) file not 2010 (.xlsx). The newer version hides cell formatting that can stop an import. Non-XML based excel files (.xls) are more importable

  • Importing with Microsoft Excel (.xls, .xlsx) format. We recommend using values only. Formulas and formatting can cause import errors.

  • Some fields require a "Summary Field," which is the combination of a field name and description.

Switchboard Navigation: Configuration > Imports

Determine Collision behavior:

Collision behavior determines what will occur for records that previously exist in the database. The system will default to Preserve. If the record already exists in the database, then the import will not update the information with data from the spreadsheet. If the record or data does not exist in the system, then it will insert this new information into the field. Overwrite is the opposite. This option should be chosen in situations when you need to change the data that currently exists in the system. For instance, if a task responsibility must be re-assigned from one Company to another, then you would choose Overwrite Collision. Concatenate will append the existing data. This option is not available for the majority of fields, but many use it for comments. If you need to add additional statements to a comment field, Concatenate will leave the existing data and add the new comments after a comma.

Finish the Import:

If you have chosen to Validate the Data, an additional tab appears. It provides a file and a brief overview of the data to be imported. Red fields will fail to import. Purple fields indicate a database column that expects differently structured data. For instance, if a date field is expected when the files contains only text, the field shows as purple.

Clicking Finish begins the import. The size of the file and the complexity of the fields importing will determine the processing time. If it is a large file, and other users are active in the system, it will take longer to import. The system will provide an overview of what was imported. If all Affected Roles: 0 (as below), then the import has failed. Remember that some rows may show different totals, when there are empty fields included in the import.