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DPR_DX_PROJECT - Import from Microsoft Excel to Projects

DPR_DX_PROJECT - Import from Microsoft Excel to Projects

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In this Customizing activity, you can import data from a Microsoft Excel workbook to create or delete multiple projects simultaneously.

The Microsoft Excel workbook that you can import contains the following sheets with fields that match the project fields:

  • Structure
  • Project
  • Phase
  • Task
  • Checklist
  • Checklist Item
  • Role
  • Staffing

You have defined the fields for the import workbook in the Customizing activity Configure Fields for Mass Import.

You can download the Microsoft Excel workbook as a template that includes all the fields available. To start this activity, you choose Display DX Layout.

You can populate the workbook with information for one of the following operations: create new projects, or delete existing projects. To perform different operations you have to create and import separate workbooks.

  • Create
  • When you import the workbook, new projects are created. If an error occurs during the mass import, the objects for which errors occurred are not imported.

  • Delete
  • When you import the workbook, the projects listed on the Structure worksheet are deleted from the system.

  • Deletions are made at project level only: phases, tasks or any other project elements are not deleted independently from a project.

For each of the operations above, you can choose Test Run so that the import runs and messages are generated, but the data is not saved. If no errors occur, you can then run the import.

After each import, the system records all successes and errors in the application log.






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