How various word layouts will look when imported into Jama

By Janessa posted 05-08-2015 10:42

  
Jama uses the Headings font styles that are built into Word when importing documents. These tell Jama when a new item begins, or when an item is a folder or child item. 



For example, if you were to use Headings in your Word document like this:



It will import to look like this in your Project Tree in Jama:



Likewise, this organization:



Will import like this:



And so on. Using Headings is a very effective way to show hierarchy when importing new items into Jama.  Please note: It is possible to use up to seven levels of hierarchy in Word.



Tables

You are also able to import items by using tables within Word. You can do this one of three ways: 

1) Treating tables as a part of your item's Description. This would look like:






2) Treating each table as an individual item. Cells directly to the right of identifiers will populate corresponding item fields:





3) Treating each table row as an individual item. This is similar to importing items from Excel; each row within the table will be imported as an item. Mapping the fields will be similar to that of Excel.





How do I map tables I created in Word?

Tables in Word can only be mapped using only one style. If you are using multiple tables, they will need to be of the same Import Style.

Additionally, the Rich Text Editor in Jama is best compatible when using a "Table Style" within Word and Excel.




This is recommended for when you are importing tables that are a part of the item's description; it is not necessary if you are importing tables or rows as individual items.

When you are importing tables as a part of the item's description, there is no need to map the table. Jama will simply add the table to the description of your item in Jama. To illustrate this, a Word document with a table such as this:




Using "Descriptions may include tables" option:





Will look like this in Jama:





The table is editable within the description.

The second and third examples listed above will import differently, and need further mapping for Jama to understand how and where to import your information.



Mapping each table as an individual item:

Your Word document will look similar to this:




Notice that the left columns are the item fields, while the right columns contain field values. No special formatting to the item field is necessary, however many of our users like to highlight or bold the font in them to help distinguish one from the other. 

Import the document by right-clicking the set or component you would like it to import to, or through the Project > Import option.  Follow the normal import instructions, until Step 2. This will be where you can specify which table format you would like to use. After selecting the second table, a field mapping option will appear at the bottom of the pop-up window. If you have mapped Excel spreadsheets before, this process will look very similar.



After you finish the import, your items will look like something similar in Jama:



If you were to open one of the items, you would see that the data you entered in the table will be present in the item's information:



Treating Each Row as an Individual Item  Tables can also be formatted to import multiple, individual items. An example of this is below:




Similar to an Excel import, the top row of the table has item fields you'd like to have imported, such as ID, Name, and Description.

Select the third Table Import Style for this format. Similar to importing tables as individual items, you will have to map the fields of your table, as we have done in the example below:



If you have successfully imported this document, the items will appear like this in your Project Tree:





If you open one of the items you imported, the information you included in the table (such as description) will be included in the item details.




#requirementsmanagement #OfficeTemplates
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Comments

09-09-2015 16:50

Ok! I'm also happy to set up a screen share to take a closer look with you and the user. Please let me know what would work best for your schedule! 

09-09-2015 13:40

Thanks, swoo -- I'll try to find the time to get back to this this week.

09-09-2015 13:38

Thanks, Janessa -- I think I've already tried this to no avail, but I'll try again just in case I missed something.

09-04-2015 20:35

I just saw your reply, Swoo! Thank you for being such a great presence on our community. Your shared wisdom is appreciated! 

09-04-2015 20:33

Hi Ryan!

This is a good question! If your user would like to use Each Table is an individual Item approach, I recommend using Headers in your Import to tell Jama what you want the Hierarchy to be. For example: 
This will import into Jama looking like this: 



Is this what your user was looking for? Let me know if they needed something else!

Cheers,

Janessa

08-31-2015 23:36

Ryan, I might be wrong but I think the table items will be imported flat. If you show a picture of the import file, then we might brainstorm for a VBA to parse the data before importing. Please strip off all confidential data. You can also send your test file to swoo@swoo.com for me to take a peek. Another option is to write a VBA to export the items to Excel. Swoo

08-31-2015 23:19

Thanks, Janessa. Can you confirm whether either the Each table is an individual item and Each table row is an individual item approaches support import of a hierarchy?

One of our users was trying to import items with custom data fields via the Each table is an individual item approach, but also wanted to be able to import a hierarchy of the items. Each of the individual tables was given a Word heading style as mentioned above, but the resulting imported items were "flat", with the hierarchy lost. I just wanted to confirm whether there's any easy way to do what they're looking for.

05-08-2015 12:24

That's a really great point to bring up; I can definitely see how a new Jama user would get a heading VS a larger-than-normal/different colored font mixed up. Thanks for the insight, Bob!

05-08-2015 12:11

Hey Janessa-   I bookmarked this one as a good reference as we bring other teams into Jama.  Interesting though ... I run into cases where folks don't seem to get that there's a difference between a heading, and some text formatted to look like a heading.  I've  found those tough to find and fix at times ... though Jama could actually be used as a tool to help find such things.  (Outline view is probably a good way the check first...)

Thanks,
Bob