As part of the data migration process for project tasks, a new staging table is created to import the data, validate the imported lines, and copy data to the target project table.
Data migration > Project task staging
Export and import from excel buttons are available in the staging form. Users can export data to excel and import it back to the staging table to update existing or new records.
Below fields, buttons, views are added to the staging table:
| Fields | Description |
|---|---|
| Project name | Name of the project |
| Project Id | Indicates the unique project Id |
| Task name | Name of the project task |
| DM task Id | Task Id used for data migration |
| Start date | Start date of the task |
| Finish date | End date of the task |
| Effort | Duration of the task |
| Parent task | Indicates the parent task Id of selected task |
| Task dependency | Indicates the task dependency Id of the selected task |
| Category | Default Category Id of the task |
| Is pre data valid | Indicates if the record is valid for copy to target |
| Validation details | Displays the details in case of any error |
| Operation set Id | Displays the operation set Id of the copy to target process |
| Correlation Id | Displays the correlation Id of the copy to target process |
| Task status | Status of the copy to target process |
| Is hierarchy updated | Indicates if task hierarchy is updated in the target |
| Hierarchy operation set Id | Displays the operation set Id of the task hierarchy update process |
| Hierarchy correlation Id | Displays the correlation Id of the task hierarchy update process |
| Hierarchy status | Status of the task hierarchy update process |
| Is dependency updated | Indicates if task dependency is updated in the target |
| Dependency operation set Id | Displays the operation set Id of the task dependency update process |
| Dependency correlation Id | Displays the correlation Id of the task dependency update process |
| Dependency status | Status of the task dependency update process |
| Is processed | Indicates if the task is processed for Copy data to target process |
Switch to view ‘’Move task data to target’’.
| Menu Items/buttons | Description |
|---|---|
| Validate before copy data to target | Validate before copy data to target’ validates if data meets the pre-requisite conditions like the existence of the project, start & finish dates, a circular dependency between the tasks, circular hierarchy task, etc. Once the data is successfully validated, the field ‘’Is pre-data valid’’ will be set to Yes. If there are any errors, then the field ‘’Validation details’’ will be populated with details, and ‘’Is pre-data valid’’ will be set to No. |
| Copy data to target | ‘’Copy data to target’’ copies valid data to the target table. Once the copy process is completed, it will generate an operation set record in the Operation set table. The fields Operation set Id will be updated to the tasks from respective Operation set record, Task status will change to Pending, and Is processed will change to Yes. |
| Update status | ‘’Update status’’ updates the status of the tasks. With a click of this button, the system checks the status of the respective Operation set and it sets to Completed/Failed/Abandoned accordingly. |
| Validate after copy data to target | ‘’Validate after copy data to target’’ checks for all records with ‘Task status = Completed’ and validates if the tasks are created in the target system. If it validates successfully, it sets the ‘Task status’ to ‘Validated’, else it will be set to ‘Failed’. |
| Reset status | ‘’Reset status’’ checks for all records with ‘’Task status’’ = Failed/Abandoned and resets the ‘’Task status’’ to ‘’Not started’’ along with resetting other fields, so that the records can be reprocessed. |
Switch to view ‘‘Move hierarchy to target’’.
| Menu Items/buttons | Description |
|---|---|
| Update hierarchy | Update hierarchy’ selects all records with ‘Task status = Validated’ & ‘Is hierarchy updated = No’ and updates the parent-child relationship for the tasks where ‘Parent task’ is populated. Once the process is completed, an operation set record will be generated in Operation set table. ‘Is hierarchy updated’ will be set to Yes and the ‘Hierarchy Operation set Id’ value will be updated from the respective operation set. The field ‘Hierarchy status’ will be changed to Pending. |
| Update status | ‘’Update status’’ updates the Hierarchy status of the tasks. If the task has a hierarchy to be updated and if the process is completed successfully, the ‘Hierarchy status’ will be changed to Completed, if not, the status will be changed to Not applicable. It checks the status of the Operation set and sets it to Completed/Failed/Abandoned accordingly. |
| Validate post hierarchy | ‘’Validate post hierarchy’’ validated all data for hierarchy in the target table. Records with ‘Hierarchy status = Completed’ will be considered for validation. If the parent-child hierarchy is updated successfully in the target system, ‘Hierarchy status’ will be changed to ‘Validated’ else it will be set to ‘Failed’. |
| Reset status | ‘’Reset status’’, the system checks for records with ‘Hierarchy status = Failed/ Abandoned’ and resets the ‘Hierarchy status’ to ‘Not started’ along with resetting other fields, so that the records can be reprocessed. |
Switch to view ‘Move dependency to target’
| Menu Items/buttons | Description |
|---|---|
| Update dependency | ‘’Update dependency’’ selects all record with ‘‘Task status = Validated’‘ & ‘‘Is dependency updated = No’‘ and updates the dependency for the tasks where ‘‘Task dependency’‘ is populated. Once the process is completed, an Operation set record will be generated in Operation set table, the field ‘‘Is dependency updated’‘ will be set to Yes, and the ‘‘Dependency Operation set Id’‘ value will be copied from the respective operation set, ‘‘Dependency status’‘ will be changed to Pending. |
| Update status | ‘’Update status’‘ updates the Dependency status of the tasks. If the task has a dependency to be updated and if the process is completed successfully, the ‘‘Dependency status’‘ will be changed to Completed, if not, the status will be changed to ‘‘Not applicable’‘. It checks the status of the Operation set and sets it to Completed/Failed/Abandoned accordingly. |
| Validate post dependency | ‘’Validate post dependency’‘ validates all data for task dependency in the target table. Records with ‘‘Dependency status = Completed’‘ will be considered for validation. If the task dependency is updated successfully in the target system, ‘‘Dependency status’‘ will be changed to Validated, else it will be set to ‘‘Failed’‘. |
| Reset status | ‘’Reset status’‘ checks for records with ‘‘Dependency status = Failed/ Abandoned’‘ and resets the ‘‘Dependency status’‘ to ‘‘Not started’‘ along with resetting other fields, so that the records can be reprocessed. |
Once the data is successfully updated in the target tables, users can view it in Projects > Projects > Tasks
Button ‘‘Delete processed’‘ deletes all records with field ‘‘Is processed’‘ = Yes.
Button ‘‘Delete unprocessed’‘ deletes all selected records with field ‘‘Is processed’‘ = No.
Feedback
Copyright © 2025 sa.global
—
Powered by 
Post your comment on this topic.