Almost everyone in our business has Microsoft Excel on their computers or laptops, it is one of the most used tools in the corporate world and sometimes, without any secret, PPM Workbench can be tedious to open or hard to understand.

Now we have a feature to edit and change the list validations in Excel, you can add new values, edit, or delete them. It is called “Edit list validation values” and you can find it under Open > Administration > Edit List Validation Values.

You can choose from a list of validations the one you want to Edit, then you will get the excel file with the list values for the validation, you can open the file in Excel and do the modifications to those values. It is recommended to save it with a different version, once you are going to perform any change; another recommendation is to start doing the changes in DEV, that way, you can perform any tests in the lower environments before implementing them in production.

One of the advantages of this feature is that you can save the modified file on your computer and you can use the same file to import it in the upper environments, once you have all the changes ready.

STEPS 

All you need to do is go to Open > Administration > Edit List Validation Values, as mentioned before, then you will get the screen to pick the validation you want to edit.

After that, you must click on “Download as Excel File”, to get the validation information in excel format.

There you can add, delete, or modify the values and save the file into your laptop. Then once you finish with the changes you upload it or drop it into the previous page,

Once you complete the previous steps the validation will be ready to be tested with the new changes you just implemented.

Thanks,

Randall