Import Projects from Microsoft Excel

You can bulk import projects into the application from a Microsoft Excel (.xls or .xlsx) file. After downloading the import template, follow the instructions to create or update projects 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 workspace privileges to import projects from Microsoft Excel.

To import projects from Microsoft Excel:

  1. In the object selector, select ﱆ Project, and then select View Projects List.
  2. In the workspace tree, select a destination workspace for the imported project.

    Note: You must be within the context of the workspace where you want to import the file. Selecting a workspace name in the grid will not change the workspace context.

  3. Select the Actions menu, and then select Import.
  4. In the Import Projects dialog box, select Browse, select a file, and select Import.

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