Project import from Microsoft Project

Import Microsoft project files into the ServiceNow Project Management application.

Users with the project manager role can import a project using:

• Import module
• Project form
• Planning Console

When you import a project as a new project or into an existing project, the projects are updated as follows:

• New project: A new record is created in the Project [pm_project] table. The tasks associated with the project are added to the Project Task [pm_project_task] table.

  Only the common or mapped fields are imported. Imported projects are brought into the instance with both Priority and Risk set to Low.

• Existing project: The instance checks the Text10 field in the top-level Microsoft Project task. If the Text10 field contains a recognizable sys_id, it means that the project was previously exported from a ServiceNow instance. In this case, the values from the project overwrite the values for the existing project.

You can also specify the schedule calculation type as Automatic or Manual for the imported tasks. When you import a project into the instance, project constraints are converted as follows:

• The time constraint for all imported tasks, when you select calculation type as Manual, is set to Start on specific date irrespective of their constraint type in Microsoft Project.

• The following constraint types are supported when you select calculation type as Automatic:

  • Start on specific date
  • As soon as possible
  • Start no later than
  • Start no earlier than Tasks with other constraint types are converted to Start on specific date.

Note: The resource name in Microsoft Project should map to the name of the user in the instance.

• Import a Microsoft Project file with the Import module
  Use the Import module to import a Microsoft project file as a new project into the Project Management application.
• Update a project using a Microsoft Project file
  Import project data, from a Microsoft Project file, into an existing project in your ServiceNow instance using the Project form or Planning Console.

Parent Topic:Importing and exporting projects

Related topics

Project field mapping

Create custom field mapping for Microsoft Project import

Import project tasks for multiple projects

Project export to Microsoft Project

Calendars and schedules- Limitations

Importing and exporting projects