Importing Tasks from CSV
Celoxis provides you with the ability to import tasks from CSV which saves a lot of your time and effort.
How does it work?
You will first need the CSV file either created by you or exported from another application. While importing the CSV file, Celoxis prompts you to map the relevant fields from CSV with the fields available in Celoxis. The following fields can be imported via CSV:
| Columns | Description |
|---|---|
| Summary | Name of the task. This is a required field. |
| Details | Description of the task. This is a required field. |
| Start | Start date of the task. |
| Finish | Finish date of the task |
| Duration | Can be specified in days (d), weeks (w), months (mo) or years(y). For e.g. 2d, 4w, 1y, 2mo |
| % Comp | The percentage of task completion |
| Budget | The budget of the task. |
| Resources | The resources working on the task. Resources can be allocated in hours or %. For e.g Alice[2h] OR Alice[25%] |
| Custom fields | Any additional information regarding the task. These fields need to be first created in Celoxis before you can import the data. For custom fields of type Multi-select dropdown, you can import multiple values by adding | between the values. For e.g: HTML | PHP | CSS |
To import from CSV
- Navigate to the project where you want to import those tasks.
- From the page actions shown on the right of the project, click on More > Import Tasks (CSV) OR from the Add menu on Gantt, click on Import CSV.
- In the new pop-up, click on Browse to select the file to be imported. Only files with .csv extension can be imported.
- Click Next.
- Under the Field Mapping, map the fields of your CSV file (on right) with the fields provided by Celoxis (on left).
- Under the Options section, for Number of top rows to skip box, enter the number of rows you want to skip. It is pre-filled with 1 so that the row with column names is skipped.
- From the Date Format drop-down list, select a date format. This is the format all the dates in the CSV file are written.
- Click Finish. All the tasks in the CSV are imported into the project.
Some important points to note
- Fields that cannot be mapped via CSV include: Schedule Type, Work(h), Predecessor, Parent-Child relation, Constraint Date, Constraint Type, Priority, State, Start (Actual), Finish (Actual), Cost (Est, Material), Cost (Fixed).
If Both Start and Finish dates are specified, then the task created is manually scheduled.
If Duration is specified, then the task created is auto-scheduled.
If the system cannot determine the schedule mode from what the user has entered, it will use the user’s preferences to create the task.
For more details, refer the table at the last of the page.