In this article, we will review how to export/import project section items to/from the .csv file.
For this purpose, we will be using export and import options that are available for all sections except Team, Schedule, Details, and Statuses as they do not have a table view. Only the items from the sections that have table view can be copied over.
The items from the project section will be exported to the .csv file format and then this file can be edited and used to import the information from the .csv file to the project section of the required project.
This functionality is available for the Portfolio sections as well, but we will review the flow on the example of the Project sections.
Please note: Users who have permission to view projects can only export the information from the project section to the .csv file format. To be able to import this information to a different project, users should have permission to edit the projects.
Please note: Only PPM Express data that was added manually can be copied over. Data that was synchronized from the external systems can not be copied from one project section to another. Also, if data imported from external systems is edited in the .csv file and then imported back to the PPM Express project, these changes will be ignored. Only changes made to the items created manually in PPM Express will be applied.
To copy the items form the project section of one project to another one perform the following:
1. Open the Project Details page of the project where you would like to copy the items from.
2. Navigate to the required project section and select the items you would like to copy over (Key Dates as an example).
Please note: If you select the timeline view that is available for the Key Dates section, only the fields included in the timeline view will be exported to the .csv file.
Please note: Only the selected items will be exported to the .csv file.
Only those fields that are included in the project section will be exported to the .csv file. If you need to include more fields to the .csv file, it is required to add these fields to the project section view via the Configure Columns menu first.
3. As the required items are selected, click the File => Export option to export the items to the .csv file.
4. Open the .csv file and check or edit the information there as required.
Please note: If editing the values (especially dates, statuses) in the .csv file, it is required to preserve the format used in the columns, as a different format is not supported. For example, if the value is provided as 'At Risk' and will be changed to 'AT RISK' or 'at risk', the changes will not be applied.
Please note: The items are found by UIDs and updated accordingly. If the UID is deleted from the CSV file or updated there, new items will be created in PPM Express when importing data from this CSV file. If new items are created in the .csv file, UID field should be left empty, it will be added automatically on importing new items to PPM Express.
Please note: When adding the Predecesor field for tasks in the .csv file, it is required to type in the name of the Predecessor correctly, the UID of the Predecessor is not required.
If the auto-calculation of Statuses is enabled for your PPM Express tenant, the values for the status field may be changed when importing items to PPM Express, they will be auto-calculated and some values provided manually can be changed.
Also, values provided manually in the .csv file for the Due Date field can be ignored and calculated automatically when importing items to PPM Express from .csv file, according to the Start Date and Duration field values (these fields are auto-calculated in PPM Express).
If any invalid data is provided in the CSV file, it will be ignored when importing to PPM Express.
5. Open the Project Details page of the project where you would like to import these items to.
6. Navigate to the required section. If it does not have any items yet, you may click the Import option at once to start importing the data.
If you have items for this section already, select the Import option from the options panel.
7. Select the required file from your PC and click Open.
8. The items will be imported to the project section at once.
The same .csv file can be re-used to copy the items to the sections of other projects within PPM Express.
Please note: If the items are imported to another project, they will be created with new UIDs, the items are not shared between the projects.