Project Tasks Import
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.
The project tasks import supports addition of new data into NetSuite; updates currently are not supported.
The process for project tasks imports differs from other types:
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A simplified version of the Import Assistant is used for project task imports, with two pages to complete instead of five. This Assistant is available from Activities > Scheduling > Project Tasks > Import instead of the Setup menu.
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NetSuite provides a blank project file with a predefined export map that you can download and use to export MPP file data into a properly formatted CSV file. You can then use the Import Assistant to import this CSV file data.
Be aware of the following requirements for the project tasks import:
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Your account must have Project Management enabled.
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To do an import, users must have the following NetSuite permissions:
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Import CSV File
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Projects (at least View level)
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Project Tasks (at least Create level)
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The following tasks should be completed before a project tasks import:
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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.
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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.
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For instructions for importing Microsoft Project tasks into NetSuite, see Importing Project Tasks from Microsoft Project. 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 do not 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.