In UniPhi 15, we created a new methodology for pulling information from Microsoft Excel. Traditionally we would provide users the ability to upload an excel file to import a budget, cash flow or resources. This worked well if the Excel file was formatted. If it wasn't, providing feedback to the end user was incredibly difficult and even sometimes when it was, the result was not what the user expected (which meeting user expectations is kind of a big deal).
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| Column mappings interface for WBS paste from MS Excel |
So in UniPhi 15, we created our first copy paste function for importing resources. This has expanded over time and now in UniPhi 17, will include contract deliverables, contract cash flow phasing, effort phasing and progress claim valuations.
No matter now many columns and what those columns are called in Excel, the data can be pasted into UniPhi and mapped to the relevant field. So in the above screenshot, you can see that some crazy column headings from Excel have been mapped to their relevant UniPhi field name.
One of the key action buttons in the graphic above is the validate button. Once the fields are mapped, the user can click "Validate" and UniPhi will check all the data and instantly display errors before you try to import the data.
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| Data validation step |
Once a user is happy and there's no validation errors, click Import and in this instance your contract deliverables have been created.
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