Import project tasks for multiple projects

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: import_transformer, import_admin, or admin

    Procedimento

    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 select Choose File to select the source Excel spreadsheet.
    5. Opcional: If required, specify the Work sheet and Header row number.
    6. Select Submit
      The imported data is available in the selected Import Set table.
    7. Opcional: 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.