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Can I link tasks and milestones using the WPL

I currently evaluation Clarizen, and am trying to load a typical project from Excel using the Work Plan Loader.

 

I've got the Tasks, Hierachy, Work and Resources loaded up, but is it possible to link the Tasks and Milestones together during the load process? If not, I have to do this manually in teh web interface after loading, and for a complex project, that will take some time

Andrew Miller Answered

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Andrew, 

Yes, it is possible to upload Milestones and Tasks along with the Project data. Here is the URL to our documentation that contains examples...

http://usermanual.clarizen.com/16-5-data-loader

For further clarification, we suggest you register for one of our Office Hours - Advanced Configuration Webinars (see the link-> http://www.clarizen.com/resources/online-demo.html#second ).These are great resources for free consulting with our Customer Success Managers and visual answers to your questions.

 

Sincerely, 

Boris

Boris Krutiy 0 votes
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Thank you, but that wasn't my question.

I have altready know how to load the tasks and milestones. I want to know ho I link them together during the upload process, i.e. how do I set up dependencies between the tasks.

Maybe it can't be done and I have to manually set up the dependencies in the web interface after the tasks have been loaded?

 

Andrew Miller 0 votes
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Hi Andrew,

Yes, this is possible. Use the "DependencyLink" item type when selecting Item Type in the 'Upload Data' screen.

Permanently deleted user 0 votes
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Thanks, the documentation seems a bit sparse in this area.

It sounds like I have to link the tasks after I have created them. I found a list of DependencyLink fields here: http://usermanual.clarizen.com/clarizen-fields. I think I understand this, but an example file would help.

For the WorkItem and DependsOn fields I have to specify which tasks are to be linked. How do I identify them? I assume its some kind of ID? If I've just upload a WBS with lots of tasks and milestones, how do I extract their ID's so I can link them in the DependencyLink file?

Thanks

 

Andrew Miller 0 votes
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