Importing Project To Dos From Microsoft Excel

How To Prepare The Microsoft Excel Import File

1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
3. Insert data starting at Row 2.
4. Make sure the sheet name that contains the data is labeled Sheet1.
5. Save the file in Excel 97-2003 format (*.xls).
6. Close the file otherwise Corecon can not import the data.

Steps To Import the File

1. Click the 'Projects' icon on the left menu.
2. Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
3. On the 'Quick Links' tab, click the 'Scheduling' link under the 'Project Management and Field Staff' section. This will refresh the page and show the 'Scheduling Module Landing Page'.
4. Navigate to the 'General and Project To Dos' section.
5. Click the blue 'Actions' button on the far right.
6. Click 'Import Project To Do From Excel' option from the drop-down menu.
7. Click the 'Choose File' button to select the Microsoft Excel file. Make sure the file is closed before uploading.
8. Click the 'Upload' button.

Microsoft Excel Import Sample

ImportProjectToDos.xls

Scheduling Task Fields (1st Row):