Set hierarchy with indentation and cell coloring

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Set hierarchy with indentation and cell coloring

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You can set the hierarchy within your import by colored or indented cells in the Excel document you import. On import, rows with the colored or indented cells will appear as parent folders with the rows below them as child items.

For round-trip imports it is likely that you will not need to set the hierarchy. If you do set a hierarchy with round-trip imports, please note that hierarchy changes will be applied only to new items.

Set hierarchy with color

1.Select the cell you want to use as a parent Container and change the color of that cell.
Note: The cell coloring hierarchy method allows only one tier of hierarchy and does not differentiate between colors.

excelImportColoredCell

2.Import the document as usual. Be sure to indicate which column you are using to determine the hierarchy in the Additional Options step in the Data Import Wizard.

ExcelImportNameColored

3.The resulting import will show the colored cells as parent Containers.

excelImportResultsColored

Set hierarchy with indentation

1.Decide which cells you want to be parent topics, then select the cells below the parent topics and indent them.

excelImportOutline

3.Import the document as usual. Be sure to indicate which column you are using to determine the hierarchy in the Additional Options step in the Data Import Wizard.

ExcelImportIndentDescription

4.The resulting import will show the indented cells as child items.

excelImportResults

Import items not folders

Jama will import parent rows as folders by default. Alternatively, the option Use item-sub-item structure will import parent rows as items with sub-items.

Note: Whether you are importing parent items or folders, be sure the names of the parent items/folders are in the same Excel column that you mapped to the Jama name field in the prior window.

ExcelImport3