PM Exchange - DX Import/Export

• PM Exchange - DX Import/Export
  • Overview
  • Export Data
  • Export Mappings
  • Import Data
  • Import Mappings
  • Import/Export Objects

Overview

Import/Export Screen

The DX Import/Export screen is used to import and export data into and out of GCS. It is also used to map data in GCS. Key data elements can be uploaded from a CSV file and then mapped using mapping features. It also allows users receiving data to download shared data elements such as vendors, map the data between the source and target systems, and then upload their mapping to the GCS server.

This application can also be used make similar projects quickly by downloading an existing set of mappings, tweaking it, and then uploading it to a pair of linked projects in GCS. The process can be thought of as a copy-from feature. This approach applies an efficient method to enable exchanges.

The Import/Export screen contains the following features:

• Export Data

• Export Mappings

• Import Data

• Import Mappings

Ensure the relevant environment is selected in the drop-down menu in the top-portion of the console.

NOTE: A prerequisite for using the Export Mappings and Import Mappings feature on the DX Import/Export screen is that at least one DX link must exist between the selected tenant and another tenant in PM Exchange, otherwise an error message will be issued.

Export Data

The Export Data panel in the Import/Export screen allows shared objects to be exported.

In the Export Data From field drop-down menu, select the object to be exported and click the [Download Data Files] button. The data is exported into an Excel file.

Open the Excel file to see the database information for the selected object displayed for the selected environment.

Export Mappings

The Export Mappings panel in the Import/Export screen enables domain mappings from a selected object to be exported.

First, select a DX link in the DX Link drop-down menu. Next, select a domain from the Export Mappings From drop-down menu, then click the [Download Mapping File] button.

Open the Excel file to view the domain mapping details for the selected DX link. The mapping is divided into source data and target data.

Import Data

The Import Data panel in the Import/Export screen allows shared objects to be imported.

In the Import Data To field drop-down menu, select the object to be imported and click the [Select File] button. The Upload Documents pop-up window is launched, which is used to upload the CSV file.

Use the [Download CSV template] button in the Upload Documents pop-up window to download a CSV template which can be used to enter information in the required format.

The screenshot above shows an example of a CSV file ready to be imported.

The CSV file can be imported by either clicking on the link in the drop-box to browse and select the file, or by dragging and dropping the file into the drop-box.

A message will be issued to indicate if the document has been successfully imported.

If an error occurs, click the [View Error Logs] button to review the error log. If the import fails, another attempt can be made to re-import the file in the pop-up window.

Import Mappings

The Import Mappings panel in the Import/Export screen enables domain mappings from a selected object to be imported.

First, select a DX link in the DX Link drop-down menu. Next, select a domain from the Import Data To drop-down menu, then click the [Select File] button. The Upload Documents pop-up window is launched, which is used to upload the CSV file.

Similar to the Import Data process, use the [Download CSV template] button in the Upload Documents pop-up window to download a CSV template which can be used to enter information in the required format.

The screenshot above shows an example of a CSV file ready to be imported.

NOTE: When importing mappings, the CSV file only needs to contain codes and not names for the source and target information.

The CSV file can be imported by either clicking on the link in the drop-box to browse and select the file, or by dragging and dropping the file into the drop-box.

A message will be issued to indicate if the document has been successfully imported.

If an error occurs, click the [View Error Logs] button to review the error log. If the import fails, another attempt can be made to re-import the file in the pop-up window.

Import/Export Objects

The following table provides a list of objects currently available to import/export in the DX Import/Export screen.

Object	Description	Shared Object	Domain Mapping Object
BPARTNERS_TABLE	Business Partners
BPVENDORS	Vendors​
CMSTATUS	Change Status Codes
DMISSUESTATUS	Issue​
JCCAT​	Category Master File
JCJOBCAT	Phase/Category Structure by Job
JCJOBHPHS_TABLE	Phase Structure by Job
JCMPHS	Phase Master File
PMRFISTATUS​	RFI Status
PMSUBMITPKGSTATUS	Submittal Package Status
PMSUBMITTALSTATUS​	Submittal Status
SYSCONTACT	Contacts​