Import project tasks for multiple projects

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Import project tasks for multiple projects from an external file system or data source using import sets and transform maps.

    Before you begin

    Role required: import_transformer, import_admin, or admin

    Procedure

    1. Navigate to All > System Import Sets > Load Data.
    2. Select the Existing table option.
    3. From the Import set table list, select the Import planned task [imp_planned_task] option.
    4. In the Source of the import field, select File, and then clickChoose File to select the source Excel spreadsheet.
    5. Optional: If required, specify the Work sheet and Header row number.
    6. Click Submit
      The imported data is available in the selected Import Set table.
    7. Optional: Create field mappings for custom columns.
      For more information, see Create field mappings.
    8. Transform the data from the import set table to the target table.
      For more information, see Run an import.