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Rules. (Required fields are marked with a Red background colour)


Field NameDescriptionRulesException HandlingValues to be placedDefault ValuesField Type
Activity NumberThis field contains the unique Number/Code of a Activity Must be unique for non-deleted activities (can use the same ActivityNumber as a deleted idea). 1-20 characters.If the records data exceeds 20 characters, the record will NOT be imported. 
 If the fields value is either blank or "NEW" then the number will be generated from the relevant department or subdepartments sequence which can be setup in the admin module.Variable Character (20)
ParentThe program, workstream, sub workstream or initiative that is the parent of this activityMust be a program, workstream, sub workstream or initiative number that already exists in the system, or is contained in the corresponding sheet in this workbookThis is a required field. If it is not supplied the record will not be importedN/AN/AVariable Character (20)
NameThis field contains the name of the activity Names cannot be duplicated. Names can contain alphanumeric characters. Activity form names cannot be duplicated. Activity names must be unique in order for the activity to be imported.N/AN/AVariable Character (200)
WhoThis field contains the person responsible for the activity The users need to be created on the system in order to be identified as persons responsible for the activity This is a required field. If it is not supplied the record will not be importedUserN/ALookup (Users)
FromStart date for the activity to begin Calendar date, which states when the activity will begin. This will be calculated and overwritten if the activity is a parent activity.This is a required field. If it is not supplied the record will not be importedAny date.N/ADate time (YYYY-MM-DD)
ToThe end date for the activity to be completed by Calendar date, which states when the activity will end by. This will be calculated and overwritten if the activity is a parent activity.This is a required field if the activity is not a Milestone. If it is not supplied the record will not be imported. If the activity is a Milestone, this can be blank. If the activity is a Milestone, this will be ignoredAny date.N/ADate time (YYYY-MM-DD)
RevisedThe revised date for the activity to be completed byCalendar date, which states when the activity will end by If the activity is a Milestone this will be ignoredAny date.N/ADate time (YYYY-MM-DD)
Milestone?Indicates whether the Activity is a Milesone. If it is, only the Start Date needs to be supplied False or True False or True False or TrueFALSECheckbox (Y/N)
Task StateThis field contains the Task State of the activity The task state selected must  match up with the Task States in the systemThis field can be blank, the record will be imported. On Track \ Off Track \ At Risk \ CompletedOn TrackLookup(Task States)
CommentsThis field contains comments on the activityCan contain alphanumeric charactersThe comments on the activity does not have to be captured for import to occurN/AN/AVariable Character (1000)
PriorityWhether the activity is a priority activity or notFalse or True False or True False or TrueFALSELookup (AccessLevels)
Is ConfidentialWhether the activity is confidential or notFalse or True False or True False or TrueFALSELookup (AccessLevels)
LockedIndicates whether the Activity is a Locked. If it is, the End Dates will not be able to be modified from the front-end False or True False or True False or TrueFALSECheckbox (Y/N)
Percent CompleteIndicates how close to completion the Activity is, as a percentageThe field can only be a numeric value between 0 and 100N/AN/A0Numeric (whole numbers)
Milestone WeightThe weight to be applied to a milestone activityThe field must be a numberThis field can be blank, the record will be imported. Number

LevelSpecifies the hierarchy level of the activityThe field must be a number starting from 1This field can be blank, the record will be imported. Number1Comma-separated list of Variable Character (20)
PredecessorsThe activities that are predecessors of this activityMust be an activity that already exists in the system or is contained in this sheet. The activities must be represented as a comma-separated listThis field can be blank, the record will be imported. Comma separated listN/AComma-separated list of Variable Character (20)
TagsThis field contains tag name/s of the activity Tag names length must be greater than  3 and cannot be duplicated. Tag name can contain alphanumericThis field can be blank, the record will be imported. Comma separated listN/AVariable Character (255)


Samples.

 

Activity NumberParentNameWhoFromToRevisedMilestone?Task StateCommentsPriorityIsConfidentialLocked?Percent CompleteLevelMilestone WeightPredecessorsTags
AI01Aadmin2018/01/082018/01/12
FALSEOn TrackcomFALSEFALSEFALSE101
B,CA,B
BI01Badmin2018/01/052018/01/08
FALSEOn TrackcomFALSEFALSEFALSE301

B
CI01Cadmin2018/01/012018/01/04
FALSEOn TrackcomTRUEFALSEFALSE501

C,D