First project import from Azure DevOps
This article describes the steps of the first import and synchronization of projects and assignments from Azure DevOps to PPM Express.
In this scenario, we consider that you are importing your projects for the first time.
Please note: The scenario described in this article allows importing the whole Azure DevOps project to PPM Express. It is also possible to link the PPM Express project to a specific team (any work item type (default or custom), iteration or/and area) from Azure DevOps. However, this cannot be done while importing the projects from Azure DevOps. It can be done only during project linking. Please refer to this article for the details about project linking.
Importing Projects from Azure DevOps
To start importing data from Azure DevOps to PPM Express, perform the following steps:
1. Sign up to PPM Express using Office 365 or Google account.
2. On Portfolios, Projects or Resources page select to open Actions drop-down and choose Import Projects option.
3. Select Azure DevOps from the available list of the source systems.
4. In the Connection section select Add new connection option. If requested, grant PPM Express with the permissions required.
In the Create connection window you will need to provide the following:
- Your Azure DevOps Site URL;
- Any name in the Account field;
- Personal Access Token.
To find the details on how to create a Token, please refer to this article.
5. Click the Next> Import projects button.
6. On the Import project page, choose the projects from Azure DevOps (VSTS) you want to import into PPM Express by marking the corresponding check-boxes in the list.
Please note: by default PPM Express imports projects using their original names, but you may change the name of any plan you import by clicking on its name in the Name in the PPM Express column.
Please note: It is also possible to import any Azure DevOps work item type (default or custom) as PPM Express project.
For this purpose, click on the ... icon on the left of each project and select the work item type you would like to load the items for.
The work items of the selected work item type will be loaded to the Import Projects to PPM Express screen. When the items are loaded, you can select the required work item(s) and it will be imported as a project to PPM Express together with other projects selected.
7. When the required projects or/and work items are selected, click on the Import button.
Depending on the amount of data to process, this operation may need some time. You can see the import progress.
As soon as the project import is complete, you will see Already linked status for the linked projects.
To exit the Import Projects screen, just click on the left part of the page outside the Import Project screen.
First, you will get to the step where you can add another Connection if required. After the first import operation is complete, you can select another account to import your Projects from.
If you do not need to import more Projects to PPM Express, click on the left part of the page outside the Import Project screen once again.
Your imported projects will appear on the Projects page in PPM Express.
Importing Resources from Azure DevOps
In a very similar way, you can import your Resources from Planner to PPM Express.
Please note: Some of the resources in the list may have Already linked status. These resources were assigned to the projects you have already imported and thus added to PPM Express automatically.
On Portfolios, Projects or Resources page select to open Actions drop-down and choose Import Resources option.
As the connection was already added while importing Projects, you can select the existing connection to import your Resources from.
Mark the corresponding resources in the list and click on the Import button.
As the import process is completed, you will see Already linked status next to the Resources selected for import.
To exit the Import Resources screen, just double-click on the left part of the page outside the Import Resources screen.
Now you can navigate to one of the projects we have just imported. The following PPM Express project sections can be populated with data from Azure DevOps: Team, Schedule, Iterations
To manage your project, use the control panel in the upper right part of the project details page:
- Force sync project. This button allows manually synchronizing your project with the linked item at the source system. If it's grayed out, it means that sync is currently in progress.
- Linked project. Open the linked project in Azure DevOps
- Link Project. Opens Configure connections menu for the current project allowing changing the linked item at the source system or unlinking the project completely.