How to import excel to project tasks

[Winnie Dinh]

Hi, is there an easy way to copy over a list of 50 rows in a spreadsheet to SPM, making it 50 Project Tasks. I just need the list, date/time or any other details is not important for now

[PaulaaO]

I think you will need to create a data source and a transform map. it's the only solution I can think of.

[Riya Verma]

Hi @Winnie Dinh ,

Hope you are doing great.

You will need to use import set to load the data , try following below steps:

1. Prepare the Spreadsheet:

2. Export the Spreadsheet  as a CSV, 

   This format ensures that the data can be easily imported into ServiceNow's SPM

3. Import the Data into ServiceNow:

   • Log in to your ServiceNow instance and navigate to the SPM module.
   • Select the appropriate project or create a new one to hold the imported tasks.
   • Access the "Project Tasks" section within the project.
   • Click on the "Import" button or similar option, depending on your ServiceNow instance version.
   • Choose the CSV file you exported earlier and follow the on-screen instructions to map the columns correctly.
   • Verify the column mappings to ensure that the correct data is being imported into the corresponding fields of the Project Tasks.
   • Initiate the import process and wait for it to complete.

[StephenPMO]

Referring to your step, 

• Click on the "Import" button or similar option, depending on your ServiceNow instance version.

Where is the Import button?  Is this something we have to have turned on?

[TroySasso]

Before you begin

Create a project.

Role required: it_project_manager

Procedure

1. Navigate to All > Project > Projects > All.
2. Open the project which you want to update.
3. Import the Microsoft Project file to update the selected project from any of the following screens:
   • In the Project form, select Import from MS Project from the context menu.
   • In the Planning Console, select the more actions icon (...) and select the Import from MS Project option.
4. In the Microsoft Project Import dialog box, select the Microsoft Project file and calculation type:
   1. Select Choose File to select a Microsoft Project (mpp) file.
   2. Select one of the following options to specify the method for calculating the schedule:
      • Automatic: Select this option to apply the scheduling engine while importing the project tasks. The supported constraint types are imported with the same constraints applied to them while other constraint types are converted to Start on specific date.
      • Manual: Select this option to import all project tasks with the Start on specific date constraint type irrespective of their constraint type in Microsoft Project.

      For more information about the supported constraint types, see Project import from Microsoft Project.

5. Select Import.

Result

• A project task that was imported in the ServiceNow instance earlier and has associated time cards, resource plans, cost plan, benefit plan, or expense lines is retained on reimport even if it is deleted from Microsoft Project.
• Dates in the ServiceNow project remain same as the dates in the Microsoft Project file.
• In a ServiceNow project with subprojects, the following details change:
  • The WBS order of imported tasks is regenerated after import.
  • The Planned Start Date and Planned End Date of the parent project are rolled up.
  • The State of the parent project and tasks are rolled up.
  • The % Complete on the top task is rolled up.