Import tips

Use the Import Tips window to view tips related to imported data. The Import Tips window appears automatically after importing data if certain calculated differences between the source client data and the plan have been detected by Planner CS.
To open this window, select
View
, then
Diagnostics
, then
Import Tips
while you are in the plan for which you want to view import tips.

Fields & buttons

Import Tips pane
This pane lists tips regarding imported data for the open plan. Select a tip in the Import Tips pane to view a detailed description about the tip. If data can be entered or modified in Planner CS to address a tip, selecting the tip will open the data-entry screen where you can make related changes. If the tip is related to a business activity, selecting the tip will open the
Business Activities
window which will identify the specific activity associated with the tip. You can also right-click a tip and select
Acknowledge
to move the tip to the Acknowledged section. Or, right-click an acknowledged tip and select
Revert
to active diagnostic from the context dropdown to return the tip to an unacknowledged status.
Detailed Description pane
This pane provides a tip description when you select a tip in the Import Tips pane.