Typical conditions

In the portfolio or project settings, you can set up the typical condition hierarchy for punch item records. A typical condition is predefined text that can be added to the primary details of a record.

  1. Open the record settings.
  2. Click Punch Items.
  3. On the settings menu, click Typical Conditions.

You can add typical conditions directly in the settings or update the hierarchy by using the Excel import sheet. In a punch item record, you can only select a typical condition at the bottom level of the hierarchy.

  1. Add a typical condition to the top level of the hierarchy.
    1. At the top of the grid, click Add new row.
    2. Enter the name, and then click Done.

      3. The typical condition is sorted automatically in the hierarchy.

  2. Add a child typical condition.
    1. Hover over the parent typical condition, and then click add_circle (Add) on the row.
    2. Enter the name, and then click Done.
  1. To highlight the typical condition, click it, and then click Cancel.
  2. On the navigation toolbar, click content_copy (Copy).

    3. Only the selected typical condition, and not any of its children, is copied. The new typical condition is added under the same parent as the copied one.

  3. Edit the name, and then click Done.

You can edit typical conditions directly in the settings or update the hierarchy using the Excel import sheet.

  1. In the hierarchy, click the name, and then make the changes.
  2. Click Done.
  1. On the navigation toolbar, click Project export toolbar button (Import/Export) > Export to Excel.

    2. The existing typical conditions are downloaded in an Excel file.

  2. Open the Excel file.
  3. In the Level 1 to Level 10 columns, add, edit, or delete the typical conditions.
    • If you enter items into different columns of the same row, the item in the right column is added as a child of the item to its left.
      • Excel example
    • When you upload the file into ProjectSight, the following items aren't added:
      • Items that are outside of the Level columns

        • In the settings, an item isn't added for 1 - Item because it's not in a labeled Level column.

        Excel example
      • Items without a defined parent (an item in the next column to the left, either in the same row or the one above)

        • If you add an item in the Level 2 column, there must be an item in the Level 1 column.

        Excel example
      • Duplicate items at the same level

        • The first item is imported, and the second one is ignored. The comparison isn't case-sensitive.

        Excel example
  4. Save the Excel file.
  5. In ProjectSight, open the typical condition settings.
  6. On the navigation toolbar, click Project export toolbar button (Import/Export) > Update from Excel.
  7. Select the Excel file to import.

    8. The hierarchy, which is sorted alphabetically, is updated to match the file.

You can delete typical conditions that are in use. A deleted typical condition remains linked to a record if it was previously selected, but you can't select the deleted typical condition for anything else.

  • Hover over a typical condition, and then click cancel (Remove) on the row.
  1. To highlight the first typical condition, click it and then click Cancel.
  2. For each subsequent typical condition, press Shift while you repeat the previous step.
  3. On the navigation toolbar, click delete (Remove).