Importing projects and its related tasks

Navigate to Setup > Import/Export > Import CSV records

To import Project:

• Import type: Relationships
• Record type: Projects
• Map the fields and perform import

To import Project Module:

• Import type: Custom Records
• Record type: Project Module
• Map the fields and perform import

To import Project Feature:

• Import type: Custom Records
• Record type: Project Feature
• Map the fields and perform import

To import Project Pre task:

• Import type: Custom Records
• Record type: Predefined Tasks
• Map the fields and perform import

To import Project Tasks:

• Navigate to Activities > Scheduling > Project Task > Import
• Attach CSV file and perform the import