How to import Project Communications - Intergraph Smart Completions - Intergraph Smart Completions Update 18 - Help - Hexagon

Intergraph Smart Completions Help (5.3.18)

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Smart Completions Version
5.3.18

Project communications manager is used to manage communications within the project and with the Customers. Request for Information (RFI), Technical Query (TQ), and Site Instructions are used to raise queries and share instructions within the project.

You can import different types of project communications, and you can also attach them to tasks using the Project communications import.

Download the Project Communications template file

  1. Go to Configuration > Imports.

  2. In the Import Types Manager, type rfi in the Manager View column.

  3. Select vRFIs and select Excel icon in the Template column to download the template file named ovRFIs.xlsx.

Import the Project Communications into the database

  1. Open the ovRFIs.xlsx file and add the project communication information to it.

    Comm ID and Communication Type values are required in the template file to create a valid Project Communications record.

  2. Go to Configuration > Imports.

  3. In the Import Types Manager, type rfi in the Manager View column.

  4. Select vRFIs and select Import from the secondary panel.

  5. In the Edit Import Wizard, select Choose File on the Start tab.

  6. In the Edit Import Wizard, map the columns of the template file with the database on the Select tab.

  7. Select Finish to upload the records in the template file.

Import the template file with "X" value in the Comm ID column to automatically generate the next sequence number of the Comm ID based on the communication type of the record. For example, if the last Comm ID in the database is RFI-00007, you can import an RFI file with the Comm ID as "X" and the Communication Type as RFI, Comm ID of the newly created record in the database is RFI-00008.

Associate RFIs to Tasks

  1. Open the ovRFIs.xlsx file and add a new column named Task Name to the file.

  2. Enter Task IDs in the Task Name column.

    already existing in the database

  3. Import the template file with the Task IDs to associate the Project Communication records to their respective tasks.

  4. In the Edit Import Wizard, map the Task Name column of the template file with the Task - (List Name) field of the database on the Select tab.

  5. Navigate to the Project Communications Manager and search for the Project Communications record associated with the Task ID.

    SHARED Tip To view the tasks associated with the Project Communication records select the record in the primary panel and then navigate to the Tasks tab in the secondary panel.