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Project Status Tracking and Reporting Tool
  • Status Reporting
  • KPI Radar
  • Strategic Foresight
  • Pricing
  • About us
  • Resources
    • Blog
    • Product Release
    • White Paper
    • Help Center
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Help Center

Quick Start

4
  • Radar overview
  • How to create a workspace?
  • How to set a workspace name?
  • What access levels / user roles are there?

Account Settings

4
  • How can I change the email address associated with my account?
  • How to reset my password?
  • How can I manage email notifications?
  • How can I delete my account?

Billing and Subscriptions

5
  • Where can I find information about the end date of my subscription?
  • How can I find out if I have reached my project limit in my workspace?
  • How can I know if my subscription has expired?
  • Where can I find information about my payments?
  • What payment options are available?

Fields and Configuration

4
  • What is a field? 
  • How to create a field
  • Field actions
  • Templates

Projects

8
  • How can I filter project data?
  • How to manage project-level permissions?
  • How to export the project list and project data?
  • How to add a project manually?
  • Everything on project connections
  • How to add a project by importing data from Excel?
  • How to add a project by importing data from Jira?
  • How to edit a project?

Views

5
  • What views are available?
  • How to create a view
  • How to share a view
  • How to copy a view?
  • How to delete a view?

Customization

3
  • Can I customize the Radar view?
  • Can I customize the tenant’s logo?
  • Can I change the preview image on the login screen?

Users

5
  • Invite new users to your workspace
  • How to edit a user
  • How to deactivate and delete users
  • Roles and permissions
  • How to create a user group

Status Reporting

2
  • Project status reporting
  • How to schedule and automate report releases?

Strategic Foresight

9
  • What is strategic foresight?
  • How to enable voting?
  • How to add voting results to a view?
  • How to estimate project parameters with a community?
  • How to view project parameters estimation results?
  • How to switch on iterating through signals using wizard?
  • How to make a view accessible to all workspace users?
  • How to share the common registration link?
  • How to participate in strategic foresight?

Chats and Notifications

2
  • How to use chats in Radar?
  • How to use notifications in Radar?
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How to add a project by importing data from Excel?

There are two ways to add a project to the Radar workspace. One is by filling in fields for each project individually, the other is by importing data directly from a supported source (Jira or Exel).

How to import from Exel?

1. Open the project list

2. Click the second button in a row

3. Select import from Excel

import from excel

4. Browse your computer for the Exel file containing projects. Specify which worksheet to import and where required data begins and ends. Click Next.

import from excel table

5. Choose worksheet columns to map with project fields. Save the specified parameters as a reusable template (optional). Click Next.

6. Review and adjust mapping. Choose to create new projects, update existing or both. Add projects to a selected view (optional). Click Import. 

How to add a project by importing data from Jira?How to edit a project?
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