Which Fields are imported from MS Project?

Whackersd
Whackersd
edited 12/19/22 inSmartsheet Basics

Hello - Can someone please enlighten me as to exactly which fields are imported from MS Project into SmartSheet?

As far as I can tell, the (non-custom) following fields get automatically imported:

-Task Name

-% Complete

-Duration

-Start (to "Start Date')

-Finish (to "End Date")

-Predecessors

-Resource Names (to "Assigned To")

-Notes (to "Comments")

-Work

After that, it looks like SOME custom fields do get imported, but definitely not all and I cannot understand what's going on behind the scenes which results in the following issues:

-as previously mentioned, not all custom fields are imported

-since I cannot import baseline costs, I created a custom text field in project to capture the values in the Cost column, but this does not import

我创建了两个自定义日期字段在MS Project (Start1 & Finish1) to capture the start/finish dates from MS Project since I cannot import baselines, but these fields do not import

Other Issues:

-Outline Levels are completely screwed up; Random task rows are completely misplaced in the plan

Please help... I cannot even find a detailed explanation anywhere online that shows an advance user like myself how the import works... Is there a max # of fields that can be imported? Why can't I import cost data even through a custom text field? Why can't I get start/finish dates to import eve through a custom text field? How is it possible that I have 0-day milestone subtasks in MS Project that are somehow transformed into PARENT tasks in SmartSheet??

Thanks,

-WH

Answers

  • Julio S.
    Julio S. Moderator

    Hi@Whackersd,

    虽然articledoes mention that certain features such as constraints aren't supported, as you are pointing out, the existing documentation about how MS Projects are imported in Smartsheet is currently limited.

    When you have a moment, please submit your feature request to the Product team about expanding on the available documentation by signing in to the online Community (the Community uses your Smartsheet account to sign in) and create an Idea post in theSmartsheet Product Feedback and Ideas topic.

    Posting your enhancement in the Community will allow other Smartsheet users to see and vote on your idea! The top-voted posts in this category are reviewed monthly by the Product team and you'll receive an email notification if a status changes for a post you've created or voted on.

    For the time being, if you haven't tried already, you may try saving the .mpp file as an .xml and test if the information at least can be passed in-between platforms. Note, however, that some re-formatting might be required after the import has occurred.

    If you'd need further assistance to import your documents, you may want to open a ticket with our Support team viathis formor accessing the newCustomer Support Portal. If you'd decide to follow this path, please make sure include as many comprehensive information (e.g a copy of the project to import) in your ticket.

    Cheers!

    Julio

@BStump<\/a> <\/p>

This method does produce separate reports:<\/p>

The Project Plan report will include this filter: \"Sheet Type\" is one of \"Project Plan\" -- this filter will exclude rows coming from the RAID Log (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"Project Plan.\" <\/p>

The RAID Log report will include this filter: \"Sheet Type\" is one of \"RAID Log\" -- this filter will exclude rows coming from the Project Plan (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"RAID Log.\" <\/p>

Thus, each report will include a filter rule specifying that only rows with its own sheet type can be included.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":265,"urlcode":"Reports","name":"Reports"}]},{"discussionID":108417,"type":"question","name":"How do i set up a conditional format, when i want more than one person in the assigned to column","excerpt":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that particular assignment, how do i set up conditional formatting for that, or would that be a formula?","snippet":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that…","categoryID":321,"dateInserted":"2023-08-02T14:26:40+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":159629,"lastUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":25,"score":null,"hot":3381977656,"url":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","format":"Rich","tagIDs":[245,254,334,437],"lastPost":{"discussionID":108417,"commentID":388509,"name":"Re: How do i set up a conditional format, when i want more than one person in the assigned to column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388509#Comment_388509","dateInserted":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9VLKF1G9AO1Q\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T09:17:11+00:00","dateAnswered":"2023-08-02T14:42:44+00:00","acceptedAnswers":[{"commentID":388483,"body":"

@Genesia<\/a> <\/p>

I would use conditional formatting. The rules for individual people should be in the form \"If Assigned To is equal to 'Curtis Coleman' then apply this format to the entire row.\" It's important to use \"is equal to\" rather than \"contains.\" Then add a final rule (at the bottom of the list of rules): \"If Assigned To is not blank then apply this format to the entire row.\"<\/p>

With this structure and wording for the rules, rows with a single person assigned will get their individual color and those with two or more people will get the color you assign in the last rule.<\/p>

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":245,"urlcode":"Sharing","name":"Sharing and Collaboration"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]},{"discussionID":108415,"type":"question","name":"Creating Check out\/in sheet and form?","excerpt":"Is it possible to create a check out\/in sheet and form where the entries from the form will land on the same row? I want to create a form where people can check things out\/in on the same date. So I'd check things out the in the morning of 8\/2 and check them in at closing time. I want all the data to land on the same row so…","snippet":"Is it possible to create a check out\/in sheet and form where the entries from the form will land on the same row? I want to create a form where people can check things out\/in on…","categoryID":321,"dateInserted":"2023-08-02T13:59:28+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T14:53:22+00:00","insertUserID":155551,"insertUser":{"userID":155551,"name":"mistone","url":"https:\/\/community.smartsheet.com\/profile\/mistone","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T15:19:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":126800,"lastUser":{"userID":126800,"name":"Kelly P.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T16:17:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":22,"score":null,"hot":3381973370,"url":"https:\/\/community.smartsheet.com\/discussion\/108415\/creating-check-out-in-sheet-and-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108415\/creating-check-out-in-sheet-and-form","format":"Rich","lastPost":{"discussionID":108415,"commentID":388490,"name":"Re: Creating Check out\/in sheet and form?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388490#Comment_388490","dateInserted":"2023-08-02T14:53:22+00:00","insertUserID":126800,"insertUser":{"userID":126800,"name":"Kelly P.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T16:17:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-02T15:19:19+00:00","dateAnswered":"2023-08-02T14:53:22+00:00","acceptedAnswers":[{"commentID":388490,"body":"

@mistone<\/a> <\/p>

Form entries cannot land in the same row. However, you could use a form entry to check out and then use an update request to check in. <\/p>

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4908,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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