Create a New Project Task Plan from Microsoft Excel in the CSM Desktop Client
Use the Desktop Client to import a new Task plan. This creates new Project Tasks and populates certain fields based on the Microsoft Excel Task information.
Use the Import Project from Excel (CSV) link in the CSM Desktop Client.
To create a new Task plan from Microsoft Excel:
- Save the Microsoft Excel file in .csv format.
- Open CSM and access the Project you want to update.
- Select the Import Project from Excel (CSV) link (under Actions).
- Browse for the .csv file and select OK.
The .csv file cannot be open during this process, or the import will fail.
When the import finishes, the Project Task tab displays the newly created Project Tasks. The Import Project link is replaced with the Update Project from Excel (CSV) link.
The most common error occurs when the Excel template is not modified to reflect the accurate CSM Project ID. If the Project ID in the .csv does not match the CSM Project ID that initiates the import, the following message occurs:
If you get an error on the import, delete any Project Tasks that were created prior to retrying. You will know this is the case if the import link says Update instead of Import.