As part of the data migration process for project team members, 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 team members staging
Export and import from excel buttons are available in staging form. Data could be exported to an excel file and imported back to the staging table to update existing or new records.
Once the data is imported through the excel template, it can be viewed in the Project team member staging table. Data must be validated for pre-requisites; valid records will then be copied to the target table. Below fields and buttons are added to this form for this functionality.
| Fields | Description |
| Project name | Name of the project |
| Project Id | Indicates the unique project Id |
| Project approver | Indicates whether the team member is a Project approver |
| Resourcing unit | Specifies the resourcing unit of the team member |
| Role | Specifies the role of the team member |
| Resource category ID | Default Category Id of the team member |
| Position name | Indicates the position of the team member |
| Bookable Resource name | Name of the bookable resource (team member) |
| Primary email | Email address of the team member |
| Resourcing company | Default resourcing unit of the team member |
| Start | Start date of the team member in the project |
| Finish | Finish date of the team member in the project |
| Created on | Created date and time will be updated when a record is successfully updated in project staging form |
| Is Valid | Column holds Yes/No Enums. When initial records are imported to staging form, valid field values should be No. |
| Validation details | If any errors exist in records, error details will be updated in the validation details field |
| Is Processed | Column holds Yes/No Enums. When initial records are imported to staging form Is valid field values should be No. |
The button ‘’Validate all’’ validates the imported data for prerequisites. Validations (such as the existence of the Project, Resourcing unit, and Bookable resources) will be done. After successful validation, the field ‘’Is valid’’ will be set to Yes. If any errors in records, the field remains No, and error details will be updated in the validation details field. Button ‘’Copy data to target’’, copies the staging data to the target. Records with the ‘‘Is valid’’ field value as ‘’Yes’’ will be eligible for this process. Project team members will be created upon the successful completion of this process. The field ‘’Is processed’’ will be set to Yes once the records are successfully copied to the target.
Once data is imported to the staging form, records will be validated and moved to project forms. Users can view the imported data under Projects > Projects > Team
Button ‘’Delete processed’’ deletes all records with field ‘’Is processed’’ = Yes.
Button ‘’Delete unprocessed’’ deletes all selected records with a field ‘’Is processed’’ = No.
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