Set Up Scheduled Project and Task Imports

The Planview Task Integration mApp® Solution uses two scheduled processes to import project and Task data from your Planview account daily.

This functionality is only available after you apply the mApp Solution.

To set up scheduled Project and Task imports:

1. In CSM Administrator, select Scheduling > Edit Schedule.
   The Scheduled Items window opens.
2. Select Add.

   A Schedule Item window opens.

3. On the General page, enter Planview Projects for the name.
4. On the Schedule page, select the Recurring option, and then enter a start time.
5. In the Recurrence section, select the Daily and Every 1 Day options
6. In the Range of recurrence section enter a start date, and then select the No end date option.
7. On the Action page, select One-Step from the Action drop-down list.
   1. Next to the One-Step drop-down list, select the ellipsis.
      The One-Step Action Manager opens.
   2. In the Association drop-down list, select None, and then select the Global folder on the left.
   3. Double-click the Planview folder, and then double-click the Scheduled Import Projects One-Step Action.
   4. Select Save.
8. From the Scheduled Items window, select Add.
9. On the General page, enter Planview Tasks for the name.
10. Repeat steps 4-6.
    Important: Select a scheduled time that is after the Projects import scheduled time. The Projects import must run before the Task import.
11. On the Action page, select One-Step from the Action drop-down list.
    1. Next to the One-Step drop-down list, select the ellipsis.
       The One-Step Action Manager opens.
    2. In the Association drop-down list, select None, and then select the Global folder on the left.
    3. Double-click the Planview folder, and then double-click the Scheduled Import Tasks One-Step Action.
    4. Select Save.
12. On the Scheduled Items window, select Exit.