Download an Import Template for Work Packages and Scope Assignments
Download a Microsoft Excel template to use when creating new work packages and when importing scope assignments into work packages.
To download an import template:
- In the object selector, select a project.
- In the sidebar, hover over Scope, and select Work Packages.
- Select the Actions menu, and select Download Import Template.
The import template is created as a Microsoft Excel file with the default file name, WorkPackagesScopeAssignmentImportTemplate.xls.
Tips
- The file formats supported are .xls and .xlsx.
- The top two rows of the worksheet are required when importing data from a worksheet.
- If configured fields are available for work packages or scope assignments, columns will appear for them in the template.
- Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.
Last Published Monday, June 24, 2024