Non-Admin User - How to Import Excel to Project Tasks

[TStark]

I've seen both posts: "How to import excel to project tasks" and "Bulk Import Project Tasks from Excel" however neither provides the answer to my question from a non-admin user's perspective. I need to grant a non-admin user the ability to import an Excel spreadsheet (.csv) into a selected project. I see as an admin I can right click in the "Project Tasks" section of a project and select "Import", see screenshot below, but my non-admin users do not have that option even after I've granted them the "import_admin" role. Does anyone have any insight to this?

[The Machine · Accepted solution]

You can replicate this UI Context Menu and make it available to the non-admins for project tasks.

/sys_ui_context_menu.do?sys_id=8be9fda7bf460100e628555b3f07397b

Good luck 🙂 

[TStark]

Hi @The Machine the UI Context Menu you've provided already has "import_admin" as role for access. See screenshot below.

[TStark]

I reached out to SN Support and their solution to the OOB UI Context Menu not working was replacing the OOB Condition of the UI Context Menu from:

gs.hasRole('admin') || gs.hasRole('import_admin') && !ListProperties.isRelatedList() && !ListProperties.isRefList() && !ListProperties.isRemoteTable()

to:

gs.hasRole('admin') || gs.hasRole('import_admin') && !ListProperties.isRefList() && !ListProperties.isRemoteTable()

Resolved.