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Import a Schedule

How to Import a Schedule

JD Williams avatar
Written by JD Williams
Updated over a month ago

Overview

Importing schedules is simple and efficient. Start by providing a schedule name, uploading your file, and clicking "Import." Additionally, multiple imported files can be combined into a single schedule for added flexibility.


Process

  1. Navigate to the schedule module

  2. Click Create New Schedule in the top right corner

  3. Select the Import Schedule option > Drag and drop the desired schedule

    1. Supported file formats include Microsoft Project, Primavera, and Excel files formatted with an Ingenious template.

4. Once imported, your schedule will populate the following items if formatted properly:

  • Activity ID

  • Helper Column

  • Activity Name*

  • Parent Activity ID*

  • Project Commencement Date (Anticipated)

  • Project Completion Date (Anticipated)

  • Duration

  • Working Days (Estimate)

  • Progress

  • Type

  • Category


Here is a preview of how the import schedule from the Microsoft Project file.


Beyond the three supported import formats, you can also choose the Add Schedule Template option. This feature allows you to select from predefined templates set up by your Administrator, streamlining the process further.


See Also

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