Import your Task List from Excel

The moment has arrived! In response to your feature requests, Project Insight has a new way to "Add Tasks" to your Project's Task List:

From the "+ Task" icon in the top left corner of your task list, the fourth option allows for "Import tasks."

Everything you need is available in the Import from Excel screen:

Download PI Template: Launches an Excel Template with all the fields the import supports. Column Header names MUST match what is in this template, otherwise the column data will not import.

Summary Task: Add Tasks to an Existing Summary Task or leave blank to add to the bottom of the project

Choose File & Upload: It's as easy as saving your file and uploading it

Couple of Quick Tips: The only tricky part is knowing what the columns mean in the Excel template

• Task ID: Put whatever you want in here, it only affects the import
• Parent ID: Use the Task ID to determine Task and Summary Task - create as deep of a hierarchy as you'd like
• Name: Task Name (REQUIRED)
• Is Appointment: for using the Appointment Calendar this designates the task as an appointment
• Duration: Project Insight supports days, weeks, months, even partial days
• Work Hours: The import supports however you would enter work hours in Project Insight
• Start Date: Set the dates with a "Start no earlier than" constraint or leave blank to allow predecessors to work their scheduling magic
• End Date: Set the dates with a "Start no earlier than" constraint or leave blank to allow predecessors to work their scheduling magic
• Resource: import one or multiple Resources but make sure the name of the column is singular: "Resource"
  • The name will only add to the Task List if the user already exists in PI - use the FULL name of the user's Profile
  • When adding multiple resources a comma is required to separate the different resources
• Predecessor: Use the Task's name to set Finish to Start predecessor
• Description: The description to be used on the task describing the work
• WBS: Work Breakdown Structure number associated with this task
• Resource Type: If resource types are used in the system what resource type should be used for this task
• Task Type: If task types are used in the system what task type should be used for this task
• Expense Code: If expense tracking is enabled in the system what default expense code should be used when expense are added to this task
• Time Code: If time tracking is enabled in the system what default time code should be used when time are added to this task
• Work Status: Current work status of the task
• % Comp: Current percent complete of the task
• Custom Fields: column name must match the name of the custom field