Download an Import Template for Importing Activities

Download a Microsoft Excel template to use when importing activities and related data, such as activity relationships and resource assignments.

To download an import template:

Navigate to the project Activities page
1. In the object selector, select a project.
2. In the sidebar, hover over  Schedule, and select Activities.
Select Actions , select Download Import Template, and then select one of the following:
- Empty Template: Use this template to create data.
- Template with Data: Use this template to update the data that exists in the table.

Tips

Import functionality is only available for the current schedule.
The top two rows of the worksheet are required when importing activities from a spreadsheet. You can delete unused columns, but do not change the data in these rows.
Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.

Last Published Tuesday, May 21, 2024