Help System

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Integration Configuration Page of the Integration Wizard

Use this page to choose an existing configuration or create a new one.

Import data includes, but is not limited to project structures, coding, control accounts, and work packages, budget and forecast spreads, project status, resource information, and rates. The data to be imported can reside in either a scheduling tool or file.

Use this page to choose an existing configuration or create a new one.

Contents

Field Description
Create a new configuration Select this option to create a new configuration. This option is enabled only if you have rights to create configurations as defined by our system administrator.
Open an existing configuration Use this field to select a configuration that is defined and stored in the database.

Click to select a saved configuration from the lookup. You can click the column header to sort the data in the column.

Note: The Lookup dialog box displays only personal configurations and those shared for all users. If you do not have rights to create a new configuration but can open an existing configuration, you will only have rights to change the file selection. All other pages will be filled in but disabled based on the saved configurations.
Description This field is enabled only when you select the Open an existing configuration option. It displays the description of the selected configuration.