Oracle Primavera Cloud Help

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:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Scope, and then select Work Packages.
  3. 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.