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:
- In
CSM Administrator,
select
.
The
Scheduled Items window opens.
- Select
Add.
A
Schedule Item window opens.
- On the
General page, enter
Planview Projects for the name.
- On the
Schedule page, select the
Recurring option, and then enter a start time.
- In the
Recurrence section, select the
Daily and
Every 1 Day options
- In the
Range of recurrence section enter a start
date, and then select the
No end date option.
- On the
Action page, select
One-Step from the
Action drop-down list.
- Next to the
One-Step drop-down list, select the
ellipsis.
The
One-Step Action Manager opens.
- In the
Association drop-down list, select None,
and then select the
Global folder on the left.
- Double-click the
Planview folder, and then double-click the
Scheduled Import Projects One-Step Action.
- Select
Save.
- From the
Scheduled Items window, select
Add.
- On the
General page, enter
Planview Tasks for the name.
- 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.
- On the
Action page, select
One-Step from the
Action drop-down list.
- Next to the
One-Step drop-down list, select the
ellipsis.
The
One-Step Action
Manager opens.
- In the
Association drop-down list, select None,
and then select the
Global folder on the left.
- Double-click the
Planview folder, and then double-click the
Scheduled Import Tasks One-Step Action.
- Select
Save.
- On the
Scheduled Items window, select
Exit.
The Planview filters that are set up will ensure that only
Projects and Tasks that are new or have had changes made to them in the last 24
hours, and meet the Plainview filter criteria, will be imported.