Bulk import/export projects and info

Question

In Portfolio Server 2007 you can import/export projects and meta data to/from Excel. I've searched for similar funtionality in PS 2010 with no luck.

Is there a way to do this in MS 2010 as well?

I need this to migrate customers to the new platform since it is used to exchange data with SAP via Excel.

Answer 1

While there's no built-in feature that allows for direct import from Excel, thera are several ways you can get it done:

- Use copy-paste for tasks data. This should work well both for winproj and the Schedule webpart in PWA
- Rely on the rich APIs available (the PSI for Server or VBA for winproj) to import your data

Answer 2

I was hoping that I didn't need to go into PSI programming - not that I don't know how to, but I was looking for a standard way of importing and exporting. Since I need to import/export project information on a large number of projects the copy/paste is not an option.

The Portfolio Server 2007 has a build-in import/export functionality with mapping of custom fields to ensure reuse of the functionality - I seems like I have to implement the same functionality my self.

Am I the only one with this need?

Answer 3

I was hoping that I didn't need to go into PSI programming - not that I don't know how to, but I was looking for a standard way of importing and exporting. Since I need to import/export project information on a large number of projects the copy/paste is not an option.

The Portfolio Server 2007 has a build-in import/export functionality with mapping of custom fields to ensure reuse of the functionality - I seems like I have to implement the same functionality my self.

Am I the only one with this need?

Answer 4

Lars:

In addition to Catalin's suggestion of using the PSI, I also believe that you could accomplish this using VBA to automate this using Winproj. (Project Client)

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Gary Chefetz, MCITP, MCP, MVP msProjectExperts
Project and Project ServerFAQs
Project Server Help BLOG

Answer 5

You could use the bulk import tool in the solutions starter kit.   It will import from a SharePoint list, and then you create a custom list from the excel spreadsheet.   It does good for the project enterprise fields and creates shell projects for the Project Server 2010 demand management tools.

Below is the link to download the solutions starter kits.

http://code.msdn.microsoft.com/P2010SolutionStarter

 

Ray McCoppin MCTS, MCP

www.randsmanagement.com

 

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Ray McCoppin

Answer 6

I am having the same issue. Unlike Portfolio Server 2007, Project Server 2010 does not have any built-in or add-on functionality to bulk import and bulk edit. Unfortunatly, the Starter Kit is not a reliable solution as it is not supported and was developed by the Microsoft Community. We are developing our own tool through PSI to perform these functions. We are migrating from Clarity to Project Server and simply cannot manually import hundreds of projects into Project Server. The bulk edit function in the Starter Kit only creates a data sheet view, not any kind of field mapping with excel, etc.