In this article, we will review the process of project import.
To import the Project from one of the supported systems, perform the following:
1. Navigate to the Portfolios, Programs, or Projects page.
2. In the upper left part of the screen, click on the Actions dropdown and choose Import projects.
3. Click on the system you want to import projects from and select the connection. If the necessary connection is not configured yet, you can use the Add new connection option to open the connection setup screen.
4. After you click on the connection, you will see the list of all the projects or plans available for importing. All the projects which are not already imported into PPM Express will be marked as New in the Status column of this list.
5. The first column in the list shows the name of the project in the source system. The Name in the PPM Express column shows the name which will be used for this project in PPM Express (by default these names are equal). The contents of this column are editable. If necessary, you may assign a different name to be used in PPM Express before importing the project.
6. The Status column shows the current liking status for each project:
- Link. Matched by name. The project exists in PPM Express and a project with a similar name is found in the source system.
- Already linked. The project exists in PPM Express and is already linked with a project at the source system.
- New. The project was found at the source system, but there is no project with a similar name in PPM Express and thus, the project is not linked.
7. Mark the projects you want to import into PPM Express and click the Import button in the upper left part of the screen. Importing projects may take some time.
When importing Projects from external systems, new Projects are created with the external system Schedule by default. If the project already exists, the schedule will also be changed to the external system Schedule. The primary schedule setting defines from what schedule the rolled-up values will be displayed in the global project rolled-up fields.
For more details about the primary schedule please refer to the Project Settings article.
If the project had any resources assigned to it in the source system, these resources will also be automatically imported into PPM Express. For more information about resource import please refer to the Importing resources and Resource merging articles.
As the project is imported to PPM Express, it is possible to link this project to more source systems, if needed ( Project Online, Planner, Project for the web, Jira, Monday.com, Smartsheet, or Azure DevOps).
To find step-by-step instructions on how to link a project to several Connections, please refer to this article.
Additional Settings
When importing Jira projects, there is an additional option that allows selecting a board.
Select the board in case you need to synchronize iterations from the Jira project.
- In case "No Board" is displayed in the Project Board column - the Jira project has no boards.
- In case the board is selected - the Jira project has only one board and iterations from this board will be synchronized. You can select "No Board" is necessary.
- In case no data is selected in the Project Board column next to the project - the Jira project has several boards. You can select either of the boards or select "No Boards" if necessary.
