The Activity Map incorporates many sophisticated time-saving features that allow you to export Activities plus other items in a quick and efficient manner. If you only have a few edits to make within your Activity Map, consider using the Bult Edit feature.
Below are instructions for exporting the Activity Map data from the M&A system into Excel. Please note you must have Export permissions to Export data. If you do not see the Export button within your Activity Map, then you do not have this permission.
- From the Menu Bar, click on Programs/Integrations.
- Open your Integration.
- From the Activity Map tab, click on the Export button. The exporting process begins and will download all of the data within the Activity Map to an Excel spreadsheet.
- Open the downloaded Excel file.
- If necessary, click on Enable Editing at the top of the spreadsheet.
- When editing your spreadsheet, please follow these guidelines:
- Leave rows 4 - 6 alone. Editing these rows will disrupt the import process.
- Do not delete the ID's or WBS Numbers as these are system generated once imported.
- Do not delete rows of data. Can only be done with the system.
- Do not edit or remove the column headers.
- Column D: Name – replace the existing text with your company language.
- Column H: Planned Start Date – use the following format: 4/2/2018.
- Column I: Planned End Date – use the following format: 4/2/2018.
- For the Entity Name column use the drop-down menu values vs. manually typing in “Task”. Manually typing in tasks, etc. WILL NOT import properly.
Whether the user is adding or deleting data, they must add their data OR delete their data. These two (2) actions cannot be combined.
Adding Data - Insert a row(s) and complete the required fields, which are highlighted in red. For Column B: Entity Name, use the drop-down menu. Proceed to step 8.
Deleting Data - To delete data use Column E and select "Delete" for the rows of data that you wish to delete. Proceed to step 8.When you are done, Save your spreadsheet.
To import the data back into Devensoft, please reference these importing instructions.