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Importing Project from CSV/Excel File

You can now save time by defining your milestones and tasks in a spreadsheet program like Microsoft Excel and then importing the file to create a new project in TeamWork Live. Besides saving time on data entry, importing from a CSV/Excel file also allows you to specify relative due dates and have the importer to calculate the actual due dates when the file is imported.

Example Spreadsheet

Milestone Name	Task Name	Assigned To	Due Date	Due Time	Approver	Description
	Task 1 Not Assigned To Milestone	Jeff Clark	08/18/2011		Diane Green
	Task 2 Not Assigned To Milestone	Susan Lee	10/13/2011		Diane Green
Milestone 1		Bob Sutton	09/30/2011
	Task 1 For Milestone 1	Susan Lee	9/18/2011		Bob Sutton
	Task 2 For Milestone 1	Jeff Clark	09/25/2011		Bob Sutton
Milestone 2		Diane Green	11/30/2011
	Task 1 For Milestone 2	Susan Lee	11/02/2011	5:00 PM	Diane Green
	Task 2 For Milestone 2	Jeff Clark	11/15/2011		Diane Green

Getting Started

1. Download one of the blank project template files below.

project_template.csv (CSV)
project_template.xls (Excel)

2. Open the template file in your favorite spreadsheet program and add your milestones and tasks.
3. Save the file and create your project by importing the CSV or Excel file. The file must be saved in CSV (Comma-Separated Values) or Excel 97-2003 Workbook format. To save a file in Excel 97-2003 Workbook format in Excel, select "Save As" from the "File" menu and then select "Excel 97-2003 Workbook (.xls)" from the "Save as type" option.

Supported Columns

Your Excel or CSV file can contain any of the following columns:

Milestone Name — The name of the milestone if you are adding a milestone.
Task Name — The name of the task if you are adding a task.
Assigned To — The name of the person to assign the item to. You can enter multiple names (separated by commas) if you want to assign the item to mor than one person.
Due Date — The date when the item is due.
Due Time — The time when the item is due.
Approver — The name of the person who must approve an item once it has been completed.
Description — Additional information about the milestone/task.
Priority — The priority to assign to the milestone/task. Valid values are: critical, high, normal, and low.
Reminder — The duration before the due date to send out an email reminder to the assigned person.

Associating Tasks With Milestones

The order in which you define your milestones and tasks matter. If you want to create tasks that are not associated with any milestones, you should list them before any of your milestones. Any tasks that are listed after a milestone will be associated with the milestone. Milestones will be sorted in the order in which they are defined.

Supported Date Values

You can enter both exact dates and relative dates in the "Due Date" column. Exact dates should be in the format specified in your preferences. Depending upon your preference, any of the following can be valid values for August 1, 2011:

08/01/2011
2011/08/01
01/08/2001

You can also assign relative dates to your milestones and tasks and let the importer calculate the actual due date when the project is imported. If you are importing a project on August 1, 2011, the following values will result in the following assigned due dates:

today = August 1, 2011
tomorrow = August 2, 2011
+1day = August 2, 2011
+1week = August 8, 2011
+1week+2days = August 10, 2011
+1month = September 1, 2011
+1year = August 1, 2012

Supported Time Values

You can enter the time portion of the due date using either the 12 or 24-hour format:

12:01pm
13:01

Supported Reminder Values

We support all the values in the "Send a reminder" selection of the milestone/task creation form in the site. Examples of valid values include:

0 minutes
1 hour
1 day
2 days