I'm doing a CSV import of project tasks and the th...
# generall
Luis
08/10/2022, 10:34 AMI'm doing a CSV import of project tasks and the the related assignees. If I have 40 assignees in a single project task, it seems that I have to have 40 separate columns for each of them as well?
It doesn't seem to allow presenting the resources as rows in the CSV file which is more convenient because there we can't use internal ID and external ID in the mapping page.
Is this the standard behavior?
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Catherine Fray
08/10/2022, 12:59 PMYep. Very painful. Also, note that you can CSV create Project Tasks but you CANNOT CSV update them. You have to get it right the first time.
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Luis
08/11/2022, 6:58 AMWhy can't NS make 'simple' things work? Thanks for the confirmation though.
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Catherine Fray
08/11/2022, 2:22 PMPrioritization. Once you reduce the pool of NS accounts to those that use Projects>Use Project Tasks>At high volume>Restrict time to assignees>Have very large assignee groups>for a large volume of tasks......you are down to a pretty short list of customers. Of course it also doesn't get longer since a company with that kind of requirement upfront would be warned away from NS SRP 🤷🏻
Catherine Fray
08/11/2022, 2:27 PMI don't suppose you have the option to uncheck "restrict time to assignees" on that project? Obv if it's just a very large project in a large org you're stuck. But last time a client gave me that many assignees, it was for a non-billable task used for admin time (think "meetings"), and we resolved that by peeling the generic tasks out into a separate project not limited by assignee and using a custom field on the time to link admin time back to the customer-specific project.
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Luis
08/11/2022, 3:09 PMYes. This is a billable project task with more than resources and we restrict it to assigned resources only. It's probably possible to create a script that parses a CSV file to create and update project tasks especially that it's pretty common in our business.
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Catherine Fray
08/11/2022, 4:26 PMMakes sense. If 20+ assignees are common (or updating tasks), I think a script is called for.
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Luis
08/11/2022, 9:04 PMThank you so much.
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