Considerations about importing projects into plans as new initiatives

  • You must create projects before you can import them into a plan as new initiatives.

  • You must have at least View permissions to the projects to be able to import them into a plan as new initiative.

  • You can import the same project into multiple plans.

  • The projects you want to import must have dates included in the time frame of your plan. You cannot import projects with a Planned Completion Date earlier than the start of the plan or a Planned Start Date later than the end of the plan.

  • You cannot import more than 100 projects at a time.

  • Some project information is also imported into the plan and becomes initiative information. For information about what project information is imported into the plan and becomes initiative information, see the Project information imported into the plan section in this article.

  • Changes that occur on the linked projects do not affect the initiatives on the plan.

  • Changes that occur on the initiatives on the plan do not automatically affect the linked projects Initiative changes affect the linked projects only when you publish the initiative from the plan. For information about how publishing initiatives affects the linked projects, see Update or create projects by publishing initiatives in the Scenario Planner.

  • Deleting an initiative that has been created by importing a project does not delete the project.

  • Deleting a project linked to an initiative does not delete the initiative.