Decision Lens Data Import
The new Data Import Wizard makes it even easier to import and incorporate project data from across your organization for better portfolio decisions. You have the flexibility to define your portfolio structure however you see fit. Import data into existing portfolio structures or determine the structure through the import. Define custom fields, cost pools, or time periods ahead of time or when you import and create all those elements via the import.
Key Benefits to Your Organization
- View ALL project data together for better strategic decisions
- Customize the portfolio setup with your organization’s custom data fields
- Import project data from other solutions for better understanding of projects and investments
- Streamlined import process for faster time to value
New Features
- Launch Import from Portfolio Overview
- Import Alternatives from Portfolio Overview
- Select Import File
- Preview Import File
- Review New Alternatives for Import
- Import Alternative Names
- Map Fields - Template entry
- Map Fields - Add Short Response
- Map Fields - Add Long Response
- Map Fields - Add Metric
- Select Worksheet
- Map Fields - Add Hyperlink
- Select Column Header Row
- Select Alternative Name Column
- Skip Importing Alt Custom Data
- Add Custom Fields - Set as private Info Popup
- Map Fields - Add Category
- Preview .xls Files
- Add Cost as Import Type
- Import Tips Section
- Select Scenario for Cost Import
- Cost Import - Time Period Type Selection
- Clean Up Import File
- Alternative Name Import Error
- Review Warnings for Import
- Finish Tab - Importing Alternatives
- Cost Import - Time Periods Mapping
- Cost Import - Change Time Period Type
- Cost Import - Add Time Period
- Cost Import - AutoMap Time Periods
- Error Handling: Blank or Wrongly Formatted Spreadsheets
- Map Custom Field
- Validation Across Import Tabs
- Cost Import - Time Period Mapping Warning
- Import with No Resource Pools
- Import With Resource Pool Data
- Create New Resource Pool from Import
- Import with/without Cost Profiles
- Create New Cost Profiles from Import
- Map Description Field
- Only Display Mapped Fields in Review
- Map Alternative Categories
- Display Alternatives on Correct Review Tab
- Cancel Import Warning
- Browser Warnings - Cancel or Reload
- Select File Updates
- Map Short Response Field
- Map Long Response Field
- Map Metric Field
- Remove Old Import Option
- Review Cost Import
- Cost Import - Finish Tab
- Cost Import
- Return non-formatted data in .xlsx import response
- Display Multiple Warnings for Alternatives
- Add Ratings as Import Type
- Map to Participant
- Search Participants for Ratings Mapping
- Map Criteria for Ratings Import
- Map Unknown Rating Options
- Review Data for Ratings Import
- Import Ratings Data
- Import Copy Updates
- Map Fields Empty State - Alts Import Only
- Review Cost Warnings
- Choose Import Type Tab Updates
- Import Alternative Descriptions
- Auto Advance Through Select File
- Import Splash Page
- Copy Updates for Warning Messages
- Remove Hyperlink Option from Alternatives Import
Bugs Fixed
- Safari import tool: when selecting field type, modal is displayed in the far left
- "set as private" tooltip not visible when modal is on the bottom of the page.
- Esc does not close modals when pressed right after custom field popup is displayed.
- Can not upload files in IE 11 New import tool
- IE 11 - Import Wizard - Select File Step - Styling
- Import Data - rows are not properly aligned with the header after selecting an excel file
- Import Tool > Alt names exceeding 255 characters warning missing when importing from xls
- Select New File Doesn't Clear Cost Mappings
- "Generic" should be the default time period for Old scenario
- XSS vulnerability in import tool
- Import now not working when importing new custom fields from same sheet
- Text not truncated in select worksheet step in new import tool
- No tooltip when hovering over "Cost Profiles" status [?] icon
- Import tool - Advanced tab - Resource Pool icon not updating properly
- Default scenario is no actually selected/ selectable in map fields
- Cannot Map Pools if Only One Scenario
- Certain File Imports Blank Alternative Names
- Register link does not work
- Next button is disabled in Map Fields after Non-numeric data warning is gone
- Import Tool: IE 11 Styling issues
- Duplicate Alternative Names Imported
- Only Display New Descriptions on Review
- Month still disabled after auto unmapping a time period
- Choosing "default cost profile" mapping in dropdown does not update the selection in dropdown
- Tables Display Incorrectly
- Remove option to create Hyperlink Field from Import Wizard*
- Resource pools list not updated on change of file
- Adding metric with multi time periods will display only last period in the import tool
- Screen Hangs When Duplicate Custom Field Name Created
- Portfolios with old scenarios should display "generic" as type period type in import wiz
- Next button should be disabled when changing the worksheet and not selecting a header row and column
- Bad visualization in "Select File" for certain downloaded excels
- Excel import service lags/crashes
- Long alternative name warnings in Review>Warning (tab) are broken
- Flex SWF filenames are not unique across versions
- row selection is not readable when returning to "select row" step.
- Category Dropdown Doesn't Update After Alt Category Import
- Unable to map columns the exist before Alternatives column in spreadsheet
- Not all resource pools in file are considered for import
- Review tab displays Default
- Hand cursor should be present for fields in Mapping tab for alternatives import
- Mapping is not reset if the sheet is changed in the select file tab
- long alternative names toast is not reset when changing import type
- Warnings Tab Does Not Display Correct Info
- Empty cell triggers metrics warning
- Copy Change: Create Decision Lens Custom Field in Map Fields
- Costs Show as Updated in Review When They are Not
- Empty metric field showing as updated in review tab
- Import Alternatives - Map Fields - columns are not mapped correctly