IMPORT PROJECT MASTER DATA
Use this screen to import approved projects that you entered on the Manage Project Master Data screen into the Manage Project User Flow.
The import process:
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Creates all higher levels of a project if you did not use the Create Projects screen before you entered a project on the Manage Project Master Data screen.
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Removes the imported projects from the Manage Project Master Data screen.
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Makes the projects available on the Manage Project User Flow.
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Provides a Quick Project Information report for you to preview or print.
Use this screen after you approve a quick project and you want the project to be available on the Manage Project User Flow.
To import quick projects, complete the following steps:
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Click 
.
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Enter a new parameter ID and parameter description, or to select a previously saved parameter ID, click 
.
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From the drop-down list in the Option field in the Projects group box, select one of the options (All, One, Range, From Beginning, or To end) to filter and select the approved quick projects you want to import.
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Based on what you enter in the Option field, enter the appropriate projects in the Start and/or End field.
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From the drop-down list in the Option field in the Project Managers group box, select one of the options (All, One, Range, From Beginning, or To end) to filter and select the project managers whose approved quick projects you want to import.
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Based on what you enter in the Option field, enter the appropriate project managers in the Start and/or End field.
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Run the Quick Project Information report by clicking 
.
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From the Process menu, select Default Action (or click 
) to import projects.
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Run the Update Project Contract and Funded Values and Update Project Period of Performance toolkits. This updates contract and funding values and period of performance dates at each project level in the Project Master.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use the fields in this block to select the applicable project and project manager selection criteria for selecting the projects you want to import.
Projects
Option
Use this drop-down list to select an option to filter and determine the projects to import. After you select an option, make the appropriate entries in the project Start and End fields. Valid options are:
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All — Select this option to include all available projects. The Start and End fields are not enabled.
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One — Select this option to include only one project. You must enter that project in the Start field. The End field is not enabled.
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Range — Select this option to include a contiguous range of projects. You must enter the beginning project for the range in the Start field and the ending project of the range in the End field.
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From Beginning — Select this option to include all projects from the beginning of the available projects to a specific project in the range. The Start field is not enabled. You must enter the last project for the range in the End field.
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To End — Select this option to include all projects from a specific project to the end of all the available projects. You must enter the project from which the range should begin in the Start field. The End field is not enabled.
Start
Enter, or click to select, the starting value for the range of projects to import.
If you select All or From Beginning in the Option field, the Start field is not enabled.
If you select One, Range, or To End in the Option field, you must enter a value in the Start field.
End
Enter, or click to select, the ending value for the range of projects to import.
If you select All, One, or To End in the Option field, the End field is not enabled.
If you select Range or From Beginning in the Option field, you must enter a value in the End field.
Project Managers
Option
Use this drop-down box to select an option to filter and determine the projects to import based on the project manager associated with a project. Valid options are:
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All — Select this option to include all available project managers. The Start and End fields are not enabled.
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One — Select this option to include only one project manager. You must enter that project manager in the Start field. The End field is not enabled.
-
Range — Select this option to include a contiguous range of project managers. You must enter the beginning project manager for the range in the Start field and the ending project manager of the range in the End field.
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From Beginning — Select this option to include all project managers from the beginning of the available project managers to a specific project manager in the range. The Start field is not enabled. You must enter the last project manager for the range in the End field.
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To End — Select this option to include all project managers from a specific project manager to the end of all the available project managers. You must enter the project manager from which the range should begin in the Start field. The End field is not enabled.
Start
Enter, or click to select, the starting value for the range of project managers whose projects you want to import.
If you select All or From Beginning in the Option field, the Start field is not enabled.
If you select One, Range, or To End in the Option field, you must enter a value in the Start field.
End
Enter, or click to select, the ending value for the range of project managers whose projects you want to import.
If you select All, One, or To End in the Option field, the End field is not enabled.
If you select Range or From Beginning in the Option field, you must enter a value in the End field.