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Function documentationImport from Project Management

 

You can import data from Project Management into Portfolio Management. During import, the data of the project in the remote project management system is mapped to the Project Management project that is linked to the portfolio item. Which data is transferred during import depends on the Customizing settings and on your selections under Data for Import.

Prerequisites

You have linked the portfolio item to a Project Management project. You have accessed the Import Project screen by choosingStart of the navigation path You Can Also Next navigation step Import Project End of the navigation path on the item details screen on the Overview view.

Activities

  • You select Project Management from the Application dropdown list.

  • You define the target object. You have the following options:

    • Create Simulation Version: When you select this checkbox, each import creates a project simulation. Before the import, the system checks whether a project that has the same external ID as the ID in the import file already exists in Project Management:

      • If the project does not exist yet, the system creates a new project. You can now open the project, edit and save it.

      • If the project already exists, the system creates a simulation from the imported data with the name 0IMPORT and the project number, and displays this new simulation.

        Note Note

        You can only import data into a simulation if you have admin authorization for the project that already exists in Project Management.

        End of the note.

    • Update Current Project: When you select this checkbox, each import updates the operational project. Before the import, the system checks whether a project that has the same external ID as the ID in the import file already exists in Project Management.

      Caution Caution

      When updating the project, the system deletes all project elements and creates new ones. This fails if the project elements cannot be deleted, for example if they have already been released.

      End of the caution.

  • If you do not select either checkbox under Target Option, the system creates a new project during the import.

  • You can choose data for import by selecting one of the following:

    • Structure Only

    • Structure and Resources

    • Structure, Resources, and Resource Assignments

  • You choose Check to display the messages that were caused by the import. Then you choose Import to finish the import.