Import Activities from Microsoft Excel

You can import activities and activity data into the application from a Microsoft Excel (.xls or .xlsx) file. After downloading the import template, follow the instructions to create or update activities in the spreadsheet. The import will fail if there are any invalid values in the spreadsheet. You can download the spreadsheet file to view and fix the errors indicated in the error column at the end of each worksheet, and then import the file again.

You must have sufficient privileges to perform this task.

To import activities from Microsoft Excel:

Navigate to the project Activities page
1. In the object selector, select a project.
2. In the sidebar, hover over  Schedule, and select Activities.
On the Activities page, select the Actions  menu, and then select Import.
In the Import Activities dialog box, select  Browse, select a file, and select Import.

Tips

Import functionality is only available for the current schedule.
The Owner field will be empty when an activity is created, even if the activity had an assigned owner prior to being imported. A user must be manually added to the Owner field for a team member to begin tracking an activity. See Assign an Owner to an Activity.

Next: Cut or Copy and Paste an Activity