How to Import Project Tasks and Resources via CSV in NetSuite

1. Project Task data can be imported using the 'Standard CSV Import' method (Setup > Import/Export > CSV Import), which allows for saving CSV import mappings. While a simplified import assistant for Project Tasks may be found at 'Activities --> Scheduling --> Project Tasks --> Import', the standard method is generally recommended for its full capabilities.

2. The correct format for linking a Project Task to its parent project is 'Customer : Project'. For example:

Samsung : NetSuite Implementation

1. To assign multiple resources to a Project Task via CSV import, each resource must be listed in a separate column within the CSV file, with each column mapped to a corresponding resource field in NetSuite. For example:

Resource 1: Mike Bond
Resource 2: Steve White

It is essential to ensure all resources are pre-assigned to the parent Project before attempting to assign them to Project Tasks. The import will fail if a resource listed for a Project Task is not already assigned to the associated Project.

1. The Estimated Work field on a Project is a calculated value derived from its associated Project Tasks. Consequently, Estimated Work cannot be directly imported via a Project Import. Instead, it must be imported through the Project Task Import. When multiple Project Tasks have different values in their Estimated Work fields, these values are aggregated and displayed on the Project Header. For example:

Task 1: 120 Hrs
Task 2: 40 Hrs
Total Project: 160 Hrs