Multiple extra information can be imported to BluInsights based on a simple Excel template file. This allows for example injecting details into existing projects such as source code descriptions, workpackage listings, etc. for thousands of files within a few seconds.
BluInsights relies on the columns of the first row to automatically detect the information to be loaded and where it should be inserted. It is important to only keep columns filled with data to import and remove the extra ones. For example, to import workpackages and their descriptions, only the “Workpackage names” and the “Workpackage description” columns should be kept in the Excel file.
Before importing the Excel file, an analysis is performed to check its content and potential errors that may occur (e.g. trying to add a label to a non-existing file). The analysis report can be empty (everything is ok) or may contain some warnings. The warnings are grouped in 4 categories:
- File not found – if one or many files have not been found in the project.
- Duplicated file – if a file with the same name (or path) appears on several lines in the Excel file.
- Multiple values – in case a single-valued column contains multiple values.
- Missing Team Member – if an e-mail does not correspond to any member of the project.
The import can be done within 2 modes:
- Merge – merges the new values with the existing ones. For example, if a file is already in a given workpackage and the Excel file assigns it to another one, the file will be in 2 workpackages at the end of the import.
- Overwrite – overwrites the existing values.
All the imported Excel files are listed. Multiple actions can be performed on those inputs:
- Change the name and description of the Excel file.
- Re-import the results.
- Download the file.
- Copy the report if there were any during import.
- Delete the Excel file