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Planview Customer Success Center

About Data Import

Importing data is useful when initially setting up PPM Pro because it allows you to create and populate entities with data from your already existing systems. This saves set-up time and effort. In addition, you can also update all entity data (except tasks).

The Admin/Data Import page lists the entities that can be imported and updated by PPM Pro administrators and members of the Organization group. Tasks are imported from the Tasks tab of any project.

See Importing Entity Data for more information.