Update Task Plan from Microsoft Excel in the CSM Desktop Client
CSM uses the Unique ID Field from the Microsoft Excel spreadsheet to update, create or delete Project Tasks.
Note:This functionality is only available after you apply
the
mApp Solution.
If Project Tasks are updated in
CSM
(example: change assignment, effort, start/end dates) these updates will only
reside in
CSM
and will be overlaid if there is an update activity initiated from Microsoft
Excel. We recommend one fo the following:
- Microsoft Excel is used for new and updated activities for CSM Project Tasks
- Microsoft Excel is used to create the new CSM Project Tasks and then all updates are done in CSM.
To update a Task Plan from Microsoft Excel in CSM Desktop Client:
- In Microsoft Excel, apply the updates required. These can include adding new tasks, deleting existing tasks, modifying predecessors, and changing effort.
- Save the Microsoft Excel file in .csv format.
- Open CSM and access the Project you want to update.
- Select the Update Project from Excel (CSV) link (under Actions).
- When prompted, browse for the .csv file and select OK.