Project Tasks Import
There are currently two different ways to import project tasks. You can use either the legacy simplified version of the Import Assistant, or the standard CSV Import. To get the most convenience and functionality, it’s best to use the Standard CSV Import. The Simplified Import Assistant comes with limitations and is scheduled to be removed in future releases.
The Project Tasks Import lets you import project tasks from a Microsoft Project plan. You can build project plans in Microsoft Project, then bring the data into NetSuite after the plan has been well developed, or develop project plan templates in Microsoft Project for use in NetSuite.
For instructions for importing Microsoft Project tasks into NetSuite, see Importing Project Tasks from Microsoft Project.
Be aware of the following requirements for the project tasks import:
-
Your account must have Project Management enabled.
-
To do an import, users must have the following NetSuite permissions:
-
Import CSV File
-
Projects (at least View level)
-
Project Tasks (at least Create level)
-
-
The following tasks should be completed before a project tasks import:
-
Create a project in NetSuite to which the project tasks can be added. Be sure to enter a value for start date, as all scheduling for project tasks is generated from this date. Also, all assignees listed in Microsoft Project should be listed in the Project's Resources subtab.
-
Edit the NetSuite Employee records of project task assignees, checking the Job Resource box on the Human Resources subtab, so that the import can include assignments.
-
To create project records by importing jobs, see Projects (Jobs) Import.
CRM tasks are imported with the Import Assistant, available to users with the Import CSV File permission, at Setup > Import/Export > Import CSV Records. See Tasks Import.
Every project task record is designated as either a project task or a milestone task. If you import a project task record and don't include any estimated work, the record is saved as a milestone task. If you do include estimated work, the record is saved as a project task. For more details on the difference between project tasks and milestone tasks, see Project Tasks.