How to import Development activities?

You can import Requirements \ Features (Level 1) or Features \ User Stories (Level 2) activities.

From within a project - 

  1. Select the Development tab
  2. Click on Import 
    You can import Requirements \ Features (Level 1) or Features \ User Stories (Level 2) activities.
    Select one of the options in the Import menu. 
  3. The Import Wizard will appear.
    Select Download template and save the file locally.

     
    Before you continue
    If you are planning to use custom fields for Requirements, you should define these fields prior to importing you requirements. Once custom fields are defined, they will appear in the Import Requirements Template.

  4. Open the Panaya Requirements Template Excel file and begin inserting the details.

    For Level 1 Activities - The following are mandatory fields for each Requirement / Feature
    Title, Description, Requirement Type (Business/IT), Business Priority, Technical Priority, Test Plan Status

    For Level 2 Activities - The following are mandatory fields for each Feature / User Story 
    Type, Feature, Title, Description, Status,  Technical Priority 
    You will also be required to select the relevant Requirement / Feature for each of the items.
     
    Note
    If you decide to use the External ID field, each Requirement should be provided with a unique number across all Projects
  5. Save the template locally and go back to the Import Wizard in Panaya
  6. Click on Select Files... to browse and locate the saved template, then click Next
  7. Click Next to proceed to the User Mapping section.
    When Importing Requirements into Panaya, the Wizard allows to assign users in the template file to the relevant users in Panaya.
    Click here to learn more about User Mapping
     
  8. Panaya will Display the number of activities ready for import, mapped or newly created users and the number of activities containing errors. Review the information and click Import Requirements / Features / User Stories.

See also