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ProjeQtOr free project management software - How to export / import & replace assigments? - ProjeQtOr

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How to export / import & replace assigments?

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05 Déc 2023 12:41 #1 by brasal
Hi,

I would like to export then import assignments into projeqtor in the way that all assignments are defined in a csv or Excel file and they replace enterely the ones inside the projeqtor project. My use case is to be able to work on assignments outside of ProjeQtOr.

The assignment table for imports contains element type - then I can use Activity. So I assume that to assign more than one resource, I have to add as many lines? How do I delete a resource from an activity assignment when importing? Shall I add a line for each resource and assign zero? How is managed then total workload assigned to the activity, does projeqtor sums the assignments for each resource?

What table shall I export to get the table shown in the help of assignment import?
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05 Déc 2023 13:51 #2 by Arkhanje
for the export/import of assignments, to have everything, all projects combined, go through the assignments (activities) screen or the allocations (projects) screen.
To delete an assignment/allocation, modify the file by putting 1 in the closed column.

The columns are automatically created based on the information you provided for the assignment

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05 Déc 2023 14:08 #3 by brasal
I can find only the Allocations to projects screen, which is only allocation of reources to projects, not to activities.
I cannot find the assignments (activities) screen, only the activities one.
Where can I find it please?
 
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09 Déc 2023 17:19 #4 by babynus
Assignment screen is proposed in V11.0...
If you are already on this version, checjk access rights.
 

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16 Jan 2024 16:45 #5 by brasal
Hi,

We could upgrade to v11.1.2. Rights for assignments looks good cf screenshot, but I cannot find assignments screen but the one in environment which provides only the information to which projects a resource is assigned to.
"go through the assignments (activities) screen or the allocations (projects) screen": What is the menu path to reach it please ?


 
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16 Jan 2024 16:58 #6 by Plucks
Hello,
The path to the Assignments and Allocations screens are the same, they are under Environment menu.
 
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