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Project import and export

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Project import and export

You can manage projects using both Microsoft® Project and the ServiceNow Project Management application.

Users with it_project_manager role can export projects and project tasks to Microsoft Project where they can be managed separately and then imported back into the instance as needed. You can import projects created in Microsoft Project 2003, 2007, 2010, 2013, or 2016 into the Project Management application.

If you import a Microsoft project into the instance as a new project, a new record is created in the Project [pm_project] table, and tasks associated with the project are added to the Project Task [pm_project_task] table. Only the fields that are common or mapped between the applications are imported. Imported projects are brought into the instance with both Priority and Risk set to Low.

If you import a Microsoft project into an existing project, the instance checks the Text10 field in the top-level Microsoft Project task. If the Text10 field contains a recognizable sys_id, the project was previously exported from the instance. In this case, the values from the project overwrite the values for the project.

When you import a project into the instance, project constraints that are not supported are converted as follows:
  • Time constraints: The Project Management application sets the time constraint for all imported tasks to Start on specific date irrespective of their time constraint in Microsoft Project.
Note: The resource name in Microsoft Project should map to the name of the user in the instance.
The following calendar elements from Microsoft Project are not imported into pProject Management:
  • Project calendars
  • User calendars
  • Schedules

The imported project uses the default schedule of a Monday to Friday workday from 8 A.M. to 5 P.M. with an hour break for lunch.

Support versions

  • Microsoft Project 2003
  • Microsoft Project 2007
  • Microsoft Project 2010
  • Microsoft Project 2013
  • Microsoft Project 2016