Create a New Project Task Plan from Microsoft Project in the CSM Desktop Client

Use the Desktop Client to import a new Project Task Plan (to create new Project Tasks). Assignment, Dates, Predecessors, Duration, Effort, and Title fields are populated in the Project Task based on the Microsoft Project Plan task information.

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

Use the Import Project link in the CSM Desktop Client.

To import a new Project Task plan from Microsoft Project:

  1. Save the Microsoft Project file in .xml format.
  2. Open CSM and access the Project you want to update.
  3. Select the Import Project link (under Actions).
  4. When prompted, browse for the .xml file and select OK.
    When the import is complete, the Project Task tab will show the newly created Project Tasks. The Import Project link is replaced with an Update Project link.