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Import help

I need to import approximately 450 items into an existing project. What I am trying to avoid is having to manually move them from the top level of the project. Is this possible?

It does not seem to be possible to select and move a block ot items, and the option of importing them into a separate project and combining the two projects also does not seem to be viable.

Any thoughts?

Thanks!

Tom

Tom Tomasovic Answered

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Hey Tom,

Regrettably, import only supports putting your items into the top level of your project at this time. There's a bit of good news, though - you can select multiple items at once in order to move them where they need to be.

Go to the tabbed list view for the items you're importing - Use Cases tab, Requirements tab, etc. - and using shift + (or ctrl +) click, you can select multiple items at a time (see attached). You can then either drag them to their new owner in the project browser, or right-click and chose Move To from the context menu.

Another tip - create a new custom field in your project before you import, then include that as a column with a value in your spreadsheet. This will make it a bit easier to sort the items at the top level if you've already got a bunch of the same item type there.

Jason

Jason Payne 0 votes
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Hi Tom,

Just thought I'd offer another couple of ideas to help organize the imported items to make it easier to select and move them to the desired Package. On the View tab, you can group by Date Added. That way, all the newly imported items will be grouped together. If you want them all to go into the same package - you're set. They'll all be in one spot making them easy to select and move as Jason described. But if you want to further subdivide them, then you can sort them by the property that determines their destination package. For example, sort by requirement type to have requirements of a particular type shown together (within the Date Added group). And don't forget you can sort by multiple columns by holding the shift key while clicking on the column header. For example, sort first by Type, then by Release.

Doug

Doug Earl 0 votes