Import Work Packages and Scope Assignments

Import new work packages and import scope assignments into their respective work packages from a Microsoft Excel (.xls or .xlsx) file. Changes cannot be made to existing work packages or scope assignments using the import template.

If scope assignments exist for any work packages, you can optionally delete all existing scope assignments when importing the file.

Note: An import can only occur before the original baseline is set.

The data for import must be presented in the format as defined in the import template.

To import work packages and scope assignments:

In the object selector, select a project.
In the sidebar, hover over  Scope, and select Work Packages.
Select the Actions  menu, and select Import.
In the Import Work Packages dialog box:
1. Select a file to import.
2. Select the option to delete existing scope assignments, if you want to delete all existing scope assignments in all existing work packages.
3. Select Import.
Any issues with the import are identified as errors. Download the file to view the errors. Fix all errors in the file and repeat the import process.
Select Save.

Tips

Select Create Import Template to download a template file ready for you to populate with data.

Last Published Monday, June 24, 2024