As part of the data migration process for projects task resource assignment, a new staging table is created to import the data, validate the imported lines, and copy data to the target project table.
Data migration > Resource assignment staging
Export and import from excel buttons are available in staging form. Data can be exported from excel and imported back to the staging table to update existing data 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.
New button, views, fields are introduced in the staging table-
| Fields | Description |
|---|---|
| Project name | Name of the project |
| Project Id | Indicates the unique project Id |
| Task Id | Task Id generated by system |
| Task name | Specifies the name of the task |
| Bookable Resource name | Name of the bookable resource (team member) |
| Primary email | Email address of the team member |
| Is pre data Valid | This field holds Yes/No Enum values. When initial records are imported to staging form Is valid field values should be No. |
| Validation details | If any errors exist in records, error details will be updated to this field |
| Operation set Id | Displays the operation set Id of the Resource assignment process |
| Corelation Id | Displays the corelation Id of the Resource assignment process |
| Status | Status of the Resource assignment process |
| Is Processed | This column holds Yes/No Enums. When initial records are imported to staging form Is valid field values should be No. |
Switch to view ‘‘Move data to target’‘
| Menu Items/buttons | Description |
|---|---|
| DM Process > Validate before copy data to target | ‘’Validate before copy data to target’‘ validates the imported data for prerequisites. Validations such as the existence of the Project, Resourcing unit, Bookable resources, and Task Id will be done. Upon successful validation, the field ‘‘Is valid’‘ will be set to Yes. If any errors in records, the field remains as No, and error details will be updated in the validation details field. |
| Copy data to target | ‘’Copy data to target’‘ copies the staging data to the target. Records with ‘‘Is valid’‘ = Yes will be eligible for this process. Resources will be assigned to the tasks upon successful completion of this process. The system generates an Operation set record in the Operation set table. This field value will be updated to the records from the 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 resource assignment process. On click of this button, it checks the status of the Operation set, 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 ‘‘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. |
Once data is imported to the staging form, records will be validated and moved to project forms. The imported data can be viewed under Projects > Projects > Tasks
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