Import from CSV

The importer takes an existing 100-day plan, integration plan or master schedule out of Excel, Smartsheet or CSV and turns it into a live work plan.

Preparing the file

• One header row, then one row per task.
• Keep your indentation, or include an outline level or WBS column. The importer reads it as the hierarchy, so a plan that already nests sections and tasks arrives nested.
• Include what you have: task name (required; a sheet without one is skipped), owner, start and end or due date, status, percentage complete. Missing columns are not fatal; they are simply blank on the other side.
• Dates in any common format. Owners as names or email addresses. They come in as text on each task; assign them to team members afterwards.

Running the import

1. Open the Import page for the project, or Import CSV on the work plan.
2. Upload the file. The columns are matched from their header names, and you are shown the workstreams and task counts found before anything is written.
3. Untick any sheet you do not want, such as a summary or change log, then confirm. If a column was missed, rename its header (for example to Owner or Due Date) and upload again.

After the import

Check three things: that the hierarchy came through the way you expected, that the dates land inside your project phases, and assign each task's owner to a team member, because owners arrive as text from the file. Then check RAG status: a status column is read only when it holds RAG or health values, and status is what the reporting reads.

Importing more than once

You can import again to bring in another workstream's plan. Import is additive, so importing the same file twice gives you the tasks twice; if you are re-importing a corrected version, clear the earlier tasks first.