Add Task ID to Import Type Manager - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

PPMProduct
Intergraph Smart Completions
PPMCategory_custom
Help
version_completions
5.3.6
  1. Create a spread sheet with Task (List Name) Field and its details, that you want to import to the Work package Manager.

  2. Select the Gear Icon and Type Imports.

  3. Search by Work Packages in the Name column.

  4. Select the work package with Manager View as vWorkPackages and click Imports button.

  5. Click Choose file and upload the above file.

  6. Click the Task (List Name) from the drop down list under the FieldName Column.

  7. Click Finish

After importing the data, the tasks get assigned to the corresponding work packages. If you want to add it as a work step, you need to add it manually.

You can import planned tasks even if WBS and Systemization do not match with the Work package.