Importing Tasks from CSV
Celoxis provides you with the ability to import tasks in a project from CSV. If you have a Microsoft Excel file, then you can export it in CSV (comma separated values) format and then import it in Celoxis.
To import tasks in a project, first click on the project and then click Project Actions ▸ More ▸ Import Tasks (CSV). Alternatively, if you are in the project Gantt chart, you can click Add ▸ Import CSV
Rules
- Decimal Number
- Do not use currency symbol or thousands separator. For example $10000.5 or 10,000.5 is not allowed. 10000.5 is allowed.
- Boolean
- Specify either TRUE or FALSE. Empty text will be treated as FALSE.
- Date
- Specify dates as YYYY-MM-DDThh:mm:ss E.g. 1994-11-05T08:15:30 corresponds to November 5, 1994, 8:15:30 am. You can also specify YYYY-MM-DD where time is not material. E.g. 2021-12-25 corresponds to 25th December 2021.
Fields
| WBS Code | Use this to create the project's WBS (parent-child relationships). If we enter WBS codes as shown below on the left, you will get the task structure on the right.
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Project │ ├── A │ │ │ ├── B │ │ │ │ │ ├── D │ │ │ │ │ └── E │ │ │ └── C │ └── F | ||||||||||||||
| Name | Mandatory | ||||||||||||||
| Description | |||||||||||||||
| Planned Start | Date | ||||||||||||||
| Planned Finish | Date | ||||||||||||||
| Predecessors (WBS Codes) | Semicolon separated WBS codes of predecessors | ||||||||||||||
| Duration | Enter in the duration format described here. | ||||||||||||||
| Planned Effort | Decimal number. Effort in hours. | ||||||||||||||
| Resources | Enter resources in the format described here. | ||||||||||||||
| % Comp | An integer between 0 and 100. | ||||||||||||||
| Manually Scheduled | Boolean | ||||||||||||||
| Priority | One of VERY_HIGH, HIGH, NORMAL, LOW, or VERY_LOW | ||||||||||||||
| Schedule Type | One of FIXED_WORK, FIXED_DURATION, or FIXED_UNITS | ||||||||||||||
| Constraint Type | One of MSO, MFO, FNLT, SNLT, FNET, SNET, ASAP or ALAP. Read more. | ||||||||||||||
| Constraint Date | Date | ||||||||||||||
| Actual Start | Date | ||||||||||||||
| Actual Finish | Date | ||||||||||||||
| Budget | Decimal number | ||||||||||||||
| Fixed Price | Decimal number | ||||||||||||||
| Planned Fixed Cost | Decimal number | ||||||||||||||
| Planned Non-Labor Cost | Decimal number | ||||||||||||||
| Billing Type | For No Billing, specify NONE, for Fixed Price specify FIXED_PRICE, and for Time & Material specify TNM | ||||||||||||||
| External Key | String. The key or id of this task in another system e.g. JIRA | ||||||||||||||
| Custom Fields | You will have to create the fields in Celoxis first. |