Sharepoint Risks & Issues

[Steph]

I have found the export facility to export Risks & Issues from Sharepoint
into a spreadsheet but is there anyway of importing risks and issues from an
existing excel spreadsheet?

Also, is there a way of printing a report of all the current issues or risks
(with filters applied) rather than just viewing on line (e.g. to take to
progress meetings for discussion)?

 

[Marc Schoeni]

Steph,

The easiest way to import an existing Issue or Risk list to SharePoint would
be if you have that existing list in Excel. In WSS switch to the spreadsheet
view and arrange the columns of both lists (WSS and Excel) in the same
order. You may have to add a column here or there, but after all you should
be able to simply copy/paste the information from your Excel sheet into the
WSS list.

As far as printing is concerned I'm not aware of any nice features to do
this, other than to print directly from IE. Again, the most flexible way
would be probably be to export the WSS list to Excel and print from there.

Which version of SharePoint are you using?

Hope this helps...

 

[Steph]

Thanks for this, I'll give it a try

Steph,

The easiest way to import an existing Issue or Risk list to SharePoint would
be if you have that existing list in Excel. In WSS switch to the spreadsheet
view and arrange the columns of both lists (WSS and Excel) in the same
order. You may have to add a column here or there, but after all you should
be able to simply copy/paste the information from your Excel sheet into the
WSS list.

As far as printing is concerned I'm not aware of any nice features to do
this, other than to print directly from IE. Again, the most flexible way
would be probably be to export the WSS list to Excel and print from there.

Which version of SharePoint are you using?

Hope this helps...

--
Marc
MCP for EPM
www.diventis.ch
www.msepm.blogspot.com

 

[Manmeet Chaudhari]

Hi Steph
Do you collect information in Excel from many people? If yes then here is
wat i suggest

1. Create a new Custom list in datasheet view
2. Add all relavant columns that exists in the Excel sheet
3. Add new members as contributors who will come and enter information in
this list.

By doing so you will always have one online copy of the report. You need not
collate it at the end of every week or month. You need not send cc's or email
lots of Excel sheets to collect information.

At any point of time you can restrict view and edit capabilities for any
member of that list.
However as a creator you will have access to all the rows/information in the
list.
One can also set alerts.

At the end of the month of week when you want to submit or analyze the
report just export it to Excel.

Hope this helps
IF you need any help to configure it let me know

Thanks
Manmeet Chaudhari