Use the Import Summary report to view a summary of each import batch. Each Summary row provides information about the entire batch, including the number of failed records. Below each Summary row, you will find details on any record that failed validation, along with the corresponding failure message.
Use this group box to filter the data displayed in the Import Summary report by specifying a date range or batch ID.
Field and Button |
Description |
Start Date |
Use this field to filter import reports that occur on or after the import's start date, based on the date the import progress is submitted. By default, this field displays the date five days earlier than today's date. |
End Date |
Use this field to filter import reports that occur on or before the import's end date, based on the date the import progress is submitted. By default, this field displays today's date. |
Batch ID |
Use this field to filter the import reports by batch ID or a substring of the batch ID entered. |
Refresh |
Click this button to run the report again using the current filters. |
This table lists the options in the Import Summary tab grid.
Option |
Description |
Summary
|
Click the drop-down arrow to display the following options:
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This table lists the columns in the Import Summary report. The Import Summary report is hierarchical: darker rows represent parent rows showing total values, such as the total number of failures, while lighter rows represent child rows detailing each failed entry. Use this report to resolve errors in the source system that exports progress to the PM Compass API.
You can rearrange the columns by clicking and dragging the column headers. To sort the grid by any column, double-click the column header.
Column |
Description |
Batch ID |
This column displays the batch ID associated with the import instance. |
Summary |
Use this column to clarify the hierarchy. When this column contains the word Totals, it indicates that the row shows the total values from the child rows. The error messages are displayed in the child rows. |
Total |
This column displays the total number of entries for each project in the batch and contains values only in the Summary rows. |
Total Failed |
This column displays the total number of failed or rejected entries for each project in the batch and contains values only in the Summary rows. |
Project |
This column displays the name of the project used in the import. |
User |
This column displays the first and last names of the user who performed the import. |
Server Name |
This column displays the PM Compass Process server that processed the imported entry. |
Import Time |
This column displays the date and time the import progress is submitted. |
Process Start Time |
This column displays the time the PM Compass Process server started processing the imported entry. |
Process End Time |
This column displays the time the PM Compass Process server completed processing the imported entry. |
Import Status |
This column displays the status of the import. |
Source System ID |
This column displays the source of the API process. |
QBD Number |
This column displays the value associated with an import progress entry. |
CA1 |
This column displays the control account field 1 value. |
CA2 |
This column displays the control account field 2 value. |
CA3 |
This column displays the control account field 3 value. |
WP |
This column displays the work package field value. |
Schedule Project Name |
This column displays the schedule project. |
Activity ID |
This column displays the ID of the project activity. |
Failure Message |
This column displays the failure message encountered during the import. |
