You can edit typical conditions directly in the settings or update the hierarchy using a Microsoft Excel import sheet.

1. To edit a name, select the name, make the changes, and select Done.
2. To update the hierarchy using an Excel import sheet:
   1. On the navigation toolbar, select (Import/Export) > Export to Excel
   2. Open the Excel file.
   3. In the Level 1 to Level 10 columns, add, edit, or delete the typical conditions.
      Note:

      • If you enter items into different columns of the same row, the item in the right column is added as a child of the item to its left.

        

      • When you upload the file into ProjectSight, the following items are not added:
        • Items that are outside of the Level columns. For example, in the following image an item is not added for 1 - Item because it is not ins a labeled Level column.

          

        • Items without a defined parent (an item in the next column to the left, either in the same row or the one above). For example in the following image, if an item is added to the Level 2 column, there must be an item in the Level 1 column.

          

        • Duplicate items at the same level. The first item is imported and the second one is ignored. The comparison is not case sensitive.

          

   4. Save the Excel file.
   5. In ProjectSight, open the typical condition settings.
   6. On the navigation toolbar, select (Import/Export) > Update from Excel.
   7. Select the Excel file to import.

      The hierarchy, which is sorted alphabetically, is updated to match the file.