Hi all. I just started using CSV import which is great, but I did not find a way to import tasks WORKLOAD informations. I tried to do it by importing Custom Field of the same name, as I have Workload unit in my portfolio to which I’m assigning the project, but it didn’t work as I hope so. It created Custom Field “Hours” parallel to separate field “Hours” defined as workload unit. Any hint how to achieve what I need?
During the CSV import process, click “Make Changes” instead of “Continue to Project”.
(see screenshot)
Then, map the fields (but they HAVE to match data types exactly):
(see screenshot)
2 Likes
Thanks for prompt reply - I have copy your proposal but for some reason it did not work out. Below explanation what I have done:
- before import, I have created new numeric Custom Field “H” visible as active in organisation library
- I have set up CSV file like below
- I have import project with Make Changes button clicked, but when tried to find “H” file, only “Number Field” was visible (not like in your example “Hrs” field)
- After adding project to portfolio, it did not recognize “H” custom field, as the same “H” file used in that portfolio for workload measure
- when lookig into specific task, there is “H” custom field with numeric data visible
only way how all this continues, is automatic creation of separate “H” filed as a measure for workload in portfolio. Am I doing something wrong?
@Adam_Lisiecki - I’m happy to help you briefly in a live zoom call if you’d like. I’ll message you now. If you’d like to jump on a free zoom call to get help, reply and I’ll provide a link.
This topic was automatically closed after 12 days. New replies are no longer allowed.