Use
One-Step™
Actions
to import all Projects and Tasks from Planview. This initial import will add
Project and Task data from your Planview account to
CSM,
but will not affect the scheduled imports.
This functionality is only available after you apply
the
mApp Solution.
Remember: Only Tasks that meet the following criteria will
be imported into
CSM:
- Tasks that have an owner assigned.
- Task owner's with a User Info record in
CSM.
- Tasks that have time scheduled to resources in Planview.
For best results, import Projects before Tasks.
To use
One-Step Actions
to import all Projects and Tasks:
- From the
CSM Desktop Client
menu bar, select
.
- In the
Association drop-down list, select
None, and then double-click the
Planview folder.
- Select the
Import Project One-Step Action,
and then select
Run.
- When the
Prompt displays, select the earliest date
for importing Projects from Planview.
If you want to include all Projects in your Planview
account, select a date prior to the create date on your Projects.
The
One-Step Action
will run, and it may take a few minutes to complete.
- To view all Projects imported, from the menu bar, select
.
- In the
Association drop-down list, select
Planview Projects, and then double-click
the
Planview folder.
- Select the
All Planview Projects saved search, and
then select
Run.
A list of all imported Projects will display. If the list
is empty, you many need to wait a few minutes and run the search again.
- Follow steps 1 - 1a.
- Select the
Import Tasks One-Step Action,
and then select
Run.
- When the
Prompt displays, select the earliest date
for importing Tasks from Planview.
If you want to include all Task in your Planview account,
select a date prior to the create date on your Tasks.
The
One-Step Action
will run, and it may take a few minutes to complete.
- To view all Tasks imported, from the menu bar, select
.
- In the
Association drop-down list, select
Work Item, and then double-click the
Planview folder.
- Select the
All Project Tasks saved search, and then
select
Run.
A list of all imported Tasks will display. If the list is
empty, you many need to wait a few minutes and run the search again.
Any changes you make to a Task will be exported via the API to
Planview after saving.
Note:
- If you assign the Task to a user who is not part of the
Project team for the Task, the Task owner will not update in Planview.
- Any special characters in the title or description will cause
the sync to fail between Planview and
CSM.