Unable to import Roadmap Items from a csv file

Products

• Clarity PPM SaaS

Issue/Introduction

When importing Roadmap Items from a CSV file with following steps:

1. Log in to the Clarity PPMNew User Experience.
2. In the main menu, click Roadmaps.
3. Open a roadmap and select a scenario.
4. Click Item Actions, Import from CSV.
5. Download the PPM_ROADMAP_CSV_IMPORT_TEMPLATE.csv file.
6. Open the CSV file with Excel, 
7. Add column name(first row), API Attribute ID(second row) and value(third row) for the custom attribute which uses static lookup in the Roadmap Item.
8. Use the Save As option to save your file as a CSV file with the .csv file extension.
9. Verify that you have opened a roadmap and selected a scenario.
10. Click Import CSV.
11. Select the CSV file from your local PC or network server and click Import CSV. 

If the import is unsuccessful, you should be presented with an error popup indicating the row#'s in the sheet that have an issue.  Check the clarity app-ca.log for additional error information.

You may get an error on a date field, for example: invalid data for date column start_date.

Environment

Release : 15.X

Component : CA PPM SAAS APPLICATION

Resolution

The importing Roadmap Items from a CSV file feature can accept the date format "yyyy-mm-dd" only. However, the date format in the CSV file after saving from Microsoft Excel becomes "dd/mm/yyyy" or "yyyy/mm/dd". Then the date format should be changed after saving from Microsoft Excel

For custom lookup fields, used the lookup ID when importing.