Chapter 10: Utilities

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Import

The import utility allows you to import a collection of projects, test cases, issues, or risks, from a CSV file. The CSV file must have one record per line, and the first line must contain the column headings. Here is a simple example of a CSV file that contains two issues:

Title,Description,Project,Module,Build,Type,Severity,State,Priority,Progress
Benefit calculation takes too long,,Pension Administration,Calculator,232,Defect,High,Submitted,High,
Benefit statement layout incorrect,,Pension Administration,Reports,232,Defect,Medium,Submitted,Medium,

To import your data, press the CSV Source File button, navigate to the desired file, and open it. The Source table (at the top of the import screen) is populated with the contents of the file.

Next, select the object type to be imported from the Import As drop-down list, below the table. As a result, the table below this drop-down will show the mapping from the CSV fields to the POMS fields for the nominated object type. The To POMS Field column of this table is editable. If you want to change a target field, click on the cell and select from the drop-down list that appears. You can avoid this extra step by ensuring that the field headings in your CSV file match the field names supported by POMS, in which case the mapping is automatically worked out by POMS. The field names supported for each type are:

If your data contains date values, the Date Format drop-down list allows you to specify the date format for the source data.

If you tick the Update Pick Lists tick box then data imported into fields that are pick lists is compared against the pick list values and, if not present, is added to the pick list.

Finally, either press the Import All button, or select only the rows you want to import from the Source table and press the Import Selected button. When the import is completed, you'll be asked if you want to view the result. Also, any row in the source table that fails to import will show the actual error in the Import Error column so that you can view and rectify it.


User Activity

The activities of each user are recorded for future reference. You can control the type of activities to be recorded in System Options.

When you select the User Activity node, a search screen is displayed. You can search for activities based on user, activity type, and a date range. The latter is limited to a maximum of 30 days. Press Find to start the search. The matching records are displayed in the table below the search criteria.

For each activity, the following are displayed:

To clear the search result, press the Clear button.

To view the search result in a web browser, press the View/Print button.


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