Importing from Microsoft Excel or Project

NOTE: Before importing your file, make sure that any Responsible parties or Categories that you wish to import already are set up in Workzone prior to the import or they will not be included in your project when it is created in Projects.

Importing from MS Project

The following MS Project fields will be imported into the fields in Workzone:
Task name
Finish date
Start date
Duration
Work
Percentage complete
Notes
Parent/Child relationships (levels of tasks; what goes under what)
Predecessors/Dependencies (only finish-to-start: task B cannot start until task A finishes; other types will be converted to finish-to-start and may cause errors in your project plan)
Resource assignments (needs to be an exact match to an existing WorkZone user or Custom Resource)
Text1 – will be mapped to the Category field in WorkZone (needs to be an exact match to an existing category in WorkZone)
Text2 – will be mapped to the Description field in WorkZone
From the ADD A NEW PROJECT or ADD NEW TASKS screen, under PICK METHOD FOR ADDING TASKS:, select the circle next to Import tasks from Excel or MS Project. Click the circle next to Import from MS Project. Click Browse, and select the MS project file from your computer. Click  Save and Add Tasks (or  Add Tasks if adding to an existing project), and your new tasks will be created using your imported MS Project file.

Import from Microsoft Excel

To ensure that Excel information is properly mapped to Projects fields, you will need to download an Excel spreadsheet template to use for your import.
From the  ADD A NEW PROJECT or  ADD NEW TASKS screen, under  PICK METHOD FOR ADDING TASKS:, select the circle next to Import tasks from Excel or MS Project. Click the circle next to Import from Excel. Click the Download Spreadsheet link and save the spreadsheet to your computer. Use this template to enter or copy your task information.
Projects will only import the fields indicated in the spreadsheet. Do not add or remove columns in the spreadsheet.
The only required field is Task Name (the Task column in the Excel spreadsheet). If you do not specify dates, Workzone will assign sequential dates for all tasks.
Once imported, tasks are automatically sorted in this order: end date, start date, alphabetically. To maintain the current order of your tasks, dates should go from earliest to latest, top to bottom.
Task indentations (creating phases, tasks/sub-tasks) can be created by using the Indent tool in Excel. No other form of indenting, like spaces or tabs will import correctly.
Import begins on row 14; start on this row and do not leave any task row blank. Leaving a blank row in this excel file will cause an error.

NOTE: Before importing your file, make sure that any Responsible parties or Categories that you wish to import are set up in Workzone prior to the import or they will not be included in your tasks when they are created.

Save the changes to your spreadsheet.
Return to the ADD A NEW PROJECT or  ADD NEW TASKS screen, and under P ICK METHOD FOR ADDING TASKS:, go to the section for importing a file from Excel. Click Browse, and select the updated Excel spreadsheet you saved on your computer. Click  Save and Add Tasks (or  Add Tasks if adding to an existing project), and your new tasks will be created using your imported Excel file.
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