Which permissions are required?
Write permissions or higher
With Falcon's import function, you can import a process and phases decentrally across any number of measures. The basis for this is an import file. A template with a possible structure that you can customize is available via the download button:
You can download the template here:
Perform import
Click on the main menu at the bottom left (1) and select Import... (2). Now select to upload Process (3) and pick the file you want to import (4).
Now select "Import" (5). The data will then be imported in the background. Once the import is complete, Falcon will prompt you to refresh and the import is complete.
File structure and format
The import function reads a file, searches for specific column headers, and imports the information stored in the rows. The basis is an XLSX, XLS, or CSV file with at least the following columns:
Spaltenüberschrift | Typ | Beispiel |
Measure ID | Number | 12345 |
Phase ID | Number | 98766 |
Start Time Plan | Date | 01.01.2024 |
Start Time Actual | Date | 31.01.2024 |
Started | Number | 1= Yes; 0=No |
Where can I find the phase- ID?
The respective phase- ID can be determined and copied by right-clicking in the process tab of measure. For measures that share the setting with regard to the phases/workflows, the phase IDs are the same for each phase. This means that a phase always has the same ID under these conditions, regardless of the measure. In practice, this means that you only have to copy the ID once for each phase.
Tolerance between plan and actual/forecast dates
If a date is outside the tolerance or it´s in the future, today's date is set for the actual/forecast date. In this case, the date from the import file is not imported into Falcon.
Importing phases that have already started
A User with writing permissions can only change the actual/forecast date from phases that are already started if the respective phase has been reopened.
Additional columns and multiple worksheets
The template provided above is just an example. You can design the file very freely - as long as the column headings have been selected in the same way as the table above and the subsequent cells meet the format requirements.
Falcon searches the import file dynamically. You can therefore create several worksheets, for example. The columns can also be stored in any order. You can even list additional columns in the import file.
Effects on permissions
A user who only has write permissions can perform an import, but in this case only Actual values and not PLAN values are transferred.
Errors & Limits
Falcon allows the import of several effects at once. The size of a single import file can not exceed 10 MB. In addition, the import for each spreadsheet is limited to the first 5,000 rows.
If errors are detected during the import (in the file structure) Falcon automatically sends an error report to show you why the import could not be carried out.
Common errors
Empty rows and lack of allocation: Falcon does not allow empty rows in the most important columns (Measure ID, Phase ID)
References to other files and spreadsheets: although the import allows Excel calculations (e.g. B1=A1+A2), Falcon excludes references to other files for security reasons. References to other spreadsheets (e.g. B1=Table1!A1) also lead to the import being aborted.
The date is not formatted correctly: only a date defined exactly according to the template can be recognized by Falcon.
Missing phase ID(s): Falcon can only fill rows whose ID is stored in the import file.
Missing measure ID(s): Falcon can only fill measures whose measure ID is stored in the import file.