Autodesk 507B1-90A211-1301 User Guide - Page 375

Edit Links, Delete Links, Add and Manage Links

Page 375 highlights

4 Use the standard Open dialog box to locate the desired project file in .csv format, and click Open. 5 In the Field Selector Dialog Box, use the CSV Import Settings area to specify how your data should be imported into TimeLiner. NOTE The CSV import settings, including field mappings, are remembered by the system and pre-populated when the dialog box opens. If you are linking to a different CSV file than was previously used, TimeLiner will attempt to map any columns to similarly-named columns in the CSV file. ■ Select the Row 1 Contains Headings check box if you want the first row of data in your .csv file to be treated as column headings. TimeLiner will use it to populate the External Field Name options in the grid. If the first row of data in your .csv file does not contain column headings, clear this check box. ■ Select the Automatically Detect Date and Time option if you want TimeLiner to attempt to determine the date/time format used in your .csv file. First, TimeLiner applies a set of rules to try to establish the date/time format used in the document; if it is not possible, it uses the local settings on your system. Select the Use Specific Date/Time Format option if you want to manually specify the date/time format that should be used. When this radio button is selected, you can enter the required format into the box provided. For the list of valid codes, see Field Selector Dialog Box. NOTE If one or more date/time-based columns are found to contain fields where the data cannot be mapped to a valid date/time value using the manually-specified format, TimeLiner will 'fall back' and attempt to use the automatic date/time format. 6 By default, your link is called New Link (x), where x is the latest available number. To make your link more descriptive, right-click it, click Rename on the shortcut menu, and enter a new name. You are now ready to Build Tasks from Links. Edit Links To edit a link 1 If the TimeLiner window is not already open, click Tools ➤ TimeLiner. 2 In the TimeLiner window, the Links tab, right-click the link you want to modify, and click Edit Link on the shortcut menu. The Field Selector Dialog Box opens. Typically, this dialog box is used to customize the column mapping between the TimeLiner link and the external project file. For example, if the external file includes Baseline Start and End dates you may want to map them to the Start Date and End Date columns in TimeLiner. Also, if you have added any user columns to TimeLiner, for each link, you must map the data in the external file to the required user columns in TimeLiner, otherwise the user columns will be empty. 3 Click OK. NOTE For each link, you must either rebuild the task hierarchy or synchronize tasks to apply the changes. Delete Links To delete a link 1 If the TimeLiner window is not already open, click Tools ➤ TimeLiner. 2 In the TimeLiner window, the Links tab, right-click the link you want to delete, and click Delete Link on the shortcut menu. This only deletes the link, not the tasks built from this link. These tasks become automatically Unlinked. Add and Manage Links | 363

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4
Use the standard Open dialog box to locate the desired project file in .csv format, and click Open.
5
In the
Field Selector Dialog Box
, use the CSV Import Settings area to specify how your data should be
imported into TimeLiner.
NOTE
The CSV import settings, including field mappings, are remembered by the system and pre-populated
when the dialog box opens. If you are linking to a different CSV file than was previously used, TimeLiner will
attempt to map any columns to similarly-named columns in the CSV file.
Select the Row 1 Contains Headings check box if you want the first row of data in your .csv file to be
treated as column headings. TimeLiner will use it to populate the External Field Name options in the
grid.
If the first row of data in your .csv file does not contain column headings, clear this check box.
Select the Automatically Detect Date and Time option if you want TimeLiner to attempt to determine
the date/time format used in your .csv file. First, TimeLiner applies a set of rules to try to establish the
date/time format used in the document; if it is not possible, it uses the local settings on your system.
Select the Use Specific Date/Time Format option if you want to manually specify the date/time format
that should be used. When this radio button is selected, you can enter the required format into the box
provided. For the list of valid codes, see
Field Selector Dialog Box
.
NOTE
If one or more date/time-based columns are found to contain fields where the data cannot be mapped
to a valid date/time value using the manually-specified format, TimeLiner will 'fall back' and attempt to use
the automatic date/time format.
6
By default, your link is called New Link (x), where x is the latest available number. To make your link more
descriptive, right-click it, click Rename on the shortcut menu, and enter a new name.
You are now ready to
Build Tasks from Links
.
Edit Links
To edit a link
1
If the TimeLiner window is not already open, click Tools
TimeLiner.
2
In the TimeLiner window, the Links tab, right-click the link you want to modify, and click Edit Link on the
shortcut menu.
The
Field Selector Dialog Box
opens.
Typically, this dialog box is used to customize the column mapping between the TimeLiner link and the
external project file. For example, if the external file includes Baseline Start and End dates you may want
to map them to the Start Date and End Date columns in TimeLiner. Also, if you have added any
user columns
to TimeLiner, for each link, you must map the data in the external file to the required user columns in
TimeLiner, otherwise the user columns will be empty.
3
Click OK.
NOTE
For each link, you must either rebuild the task hierarchy or synchronize tasks to apply the changes.
Delete Links
To delete a link
1
If the TimeLiner window is not already open, click Tools
TimeLiner.
2
In the TimeLiner window, the Links tab, right-click the link you want to delete, and click Delete Link on
the shortcut menu.
This only deletes the link, not the tasks built from this link. These tasks become automatically Unlinked.
Add and Manage Links |
363