Modify Unique Fields in the XLS file
Do the following to change the value of a unique field in the exported file.
- In Excel, choose Edit, Copy to copy the row you want to update.
- Choose Edit, Paste to add a copy of the row to the Excel sheet.
- Modify the value for the field you want to update in the new row.
- Type ‘ d’ or ‘D’ in the ‘Delete this row’ column in the original row to delete the old activity. The Delete column is the last column in the Excel sheet.
Note
- To modify the Activity ID of an activity, you must first delete the activity. Deleting an activity will delete all records related to the activity, including issues, assignments, relationships, and activity codes.
The table below lists the unique fields for each subject area.
Subject Area
|
Column(s)
|
|---|
Activities
|
Activity ID
|
Activity Relationships
|
Successor, Predecessor, Relationship Type
|
Expenses
|
Activity ID, Expense Item
|
Resource Assignments
|
Activity ID, Resource ID, Role ID, Cost Account ID
|
Delete data in the XLS file