I feel that I’ve spent a good chunk of my life bulk importing projects into Project Server. That usually happens as part of an initial data load, when we first populate the system with new projects – or as the output of an external project chartering process that generates a list of projects each quarter or year.
In 2010, we had the Bulk Import tool, which allowed users to convert lists of projects or initiatives into projects. The Bulk Import tool was nice, but it came with all sorts of arcane limitations which led to an incredibly frustrating user experience.
In the early days of 2013, to build demos, I also found it easy to resort to VBA. I could use that to export a slew of 2010 projects, and then reimport into 2013. Luckily, as my colleague reminded me recently, there’s a Bulk Import tool built into 2013 – sort of. This blog post talks about how to activate that feature on a SharePoint list – thereby enabling the bulk import of projects. Unfortunately, it looks like Bulk Edit is not possible through this feature – although there’s actually an App in the App Store that supports that.
Anyway, to get started on a bulk import list, go ahead and create a new site underneath the main PWA site.
Within Site Settings, activate the feature for the Project Proposal Workflow.
Create a custom list to capture your list of projects. Add fields as appropriate.
Now select the projects to import, and select the Create Projects button from the Items tab.
That kicks off the import wizard.
And from there….we have new projects.
Didn’t quite get it right? Add the Bulk Edit tool and fix the details.