Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

Task Plan - Importing Resources

  1. Last updated
  2. Save as PDF

 

This guide will show how to import a task plan with resource assignments into KeyedIn.

Pre-Requisites

  • The Resource/Assignment must be already added in KeyedIn
  • Assignment restriction needs to be set ‘Lock To Task Period’ 
  • MSP task mode must be set to ‘Auto Scheduled’

To import Resources into Keyedin the following Project setting ‘Assignment Period Restriction’ must be set to ‘Lock To Task Period’ Please note this cannot be changed once the Project has tasks.

This setting can be found under the Project ‘Planning Settings’ tab:

clipboard_e501f84252cb868157190aeb5fd41cb40.png

Once the MS plan has been completed you can import into KeyedIn.

 

 In KeyedIn within the ‘Tasks’ tab click on the Import option:

clipboard_eb22fcad37ba7fc7b4601ee3950921ec4.png

Select the MS Project Plan and click on ‘Include Assignments’

clipboard_e0557286c1a8a53f2991dc25bea87f214.png

Click on ‘Import Data’

 

If there are any manually scheduled MS Project tasks, you will see the following message:

clipboard_e18ab5ccbe2b81aabeccf5e79f28e848d.png

If the resource is not found in the system you will see the following message:

clipboard_eb67dd729dd54590b490db1d54d576981.png

You can go back into MS Project to correct the Resource Name. Once the task plan in MS Project has been corrected you can then import the Project task plan into KeyedIn.

Once the task plan has been imported successfully into KeyedIn you will see the following screen to confirm this:

clipboard_eef6d549596d4d06f02e4e62a7c5d07c5.png

The task plan is now imported into KeyedIn including the assignments.