Custom Mass Update/Upload Tool

Hello @Agrant 

Planview uses the PVLoader tool for mass imports or migration, you’ll be able to learn more details on this by contacting your CSM.

As for custom tools, we’ve been able to use custom SOAP WebServices calls that help us to automate some of the more tedious tasks. As an example, we have a number of work items that span over a calendar year, and once the year is past we have to mark them as complete and open new ones. We have automated this as a one click operation once the data is prepared in excel. We also have automated some quality checks to fill in resource requirement criteria when they are missing.

CSC articles about web services is located there: https://success.planview.com/Planview_Enterprise_One/Portfolio_and_Resource_Management/Web_Services

Recently, REST APIs have been made available for work items, they would be probably easier to work with than SOAP web services, but they support only project and work attributes at the moment. The documentation for REST API is located there: https://success.planview.com/Planview_Portfolios/Integrations/REST_APIs

Thank you, that is very helpful!

Hi -- we have had a lot of luck using Postman to “bulk” load Resource Attribute data and Work Attribute data.

The SOAP Web Services link that Laurent posted work well with the “post” feature in Postman

@Agrant - Laurent has some great suggestions.  If you have someone on your team who is highly technical I could connect them/you with my technical lead and he could, at a high level, talk about the tool we created in house that allows us to make bulk updates.  We cannot share the code as that would be a violation of our rules/policy set by our legal department, however my tech lead said he would be willing to meet to discuss.  Whoever he would talk to would need to be proficient at using/creating web service calls. 

​@pamela.sargent  - I’m afraid I missed your reply from last year!  We are coming into a situation where we really need to revisit building this out on our own.  I’m hoping your offer might still be open for us to connect two or our technical resources on a discussion on how creating this tool was accomplished?

Thank you for reply and offer (apologies for the reply on my side!!)

Also - this is for anyone that has gone through this process and built your own custom Data Importer for your Portfolios product … How long did it take to build this solution?  I’m trying to provide my leadership some rough estimates, so any direction would be appreciated.

Thanks!!