If you already have a project status outside of Falcon, it is often easy to migrate to Falcon. The migration is offered as a service so that you lose little time. If you would like to migrate, please contact us at firstname.lastname@example.org. We will then discuss the process directly with you.
A smooth import requires an error-free, correctly formatted data record.
We have prepared an import template so that you do not have to deal with the correct structure of your import file.
Please fill in the spreadsheet with three measures that are exemplary for your project. We will then take over the check.
If the data sample is successful, we will gladly transfer the full data set.
Note: Please allow at least 3 days for the import process.
Before you start filling the sample data, you should be able to answer the following questions with Yes.
- The project structure is defined (projects / measure packages / measures).
- Effect categories, units, factors, and suffixes are defined.
- The period over which the effects are to be measured is defined.
- Project participants are designated
- Effect targets are defined (more is better or less is better)
We use a dedicated import template to migrate your project status. You can download the template file here.
Using a Migration Template
Step 1: Define time period & scaling
On the "Cockpit" worksheet, determine the period and scaling (e.g. quarterly) in which the effects are to be recorded.
Step 2: Determine effect lines
On the "Cockpit" worksheet, specify which effect lines your project should have. If effect lines are calculated from other effect lines, you can specify this in the appropriate place.
Step 3: Define measures and packages
On the "Cockpit" worksheet, determine which measures are to be imported and which package they are to be assigned to.
Step 4: Create measure details
For each measure that you want to create, copy the table sheet M-Dummy. Fill the respective measure sheets in the areas provided for this purpose.
- Always create effects in the base unit and without a unit. That means, if you plan 100 €k, please enter 100.000.
- If you plan percentage values, enter them as percentage points (e.g. 10 percent not 0.1 or 10% but simply 10).
Afterwards you can determine the unit (e.g. € or %) as well as the factor (e.g. €k or €M) in Falcon.
If you have any questions or comments, please do not hesitate to contact us!