Importing Tasks from CSV


Celoxis provides you with the ability to import tasks in a project from CSV. If you have a Microsoft Excel file, then you can export it in CSV (comma separated values) format and then import it in Celoxis.

To import tasks in a project, first click on the project and then click Project ActionsMoreImport Tasks (CSV). Alternatively, if you are in the project Gantt chart, you can click AddImport CSV

Rules

Decimal Number
Do not use currency symbol or thousands separator. For example $10000.5 or 10,000.5 is not allowed. 10000.5 is allowed.
Boolean
Specify either TRUE or FALSE. Empty text will be treated as FALSE.
Date
Specify dates as YYYY-MM-DDThh:mm:ss E.g. 1994-11-05T08:15:30 corresponds to November 5, 1994, 8:15:30 am. You can also specify YYYY-MM-DD where time is not material. E.g. 2021-12-25 corresponds to 25th December 2021.

Fields

WBS CodeUse this to create the project's WBS (parent-child relationships). If we enter WBS codes as shown below on the left, you will get the task structure on the right.
WBS CodeTask
1A
1.1B
1.2C
1.1.1D
1.1.2E
2F
   Project
   │
   ├── A
   │   │
   │   ├── B
   │   │   │
   │   │   ├── D
   │   │   │
   │   │   └── E
   │   │
   │   └── C
   │
   └── F
Name Mandatory
Description
Planned Start Date
Planned Finish Date
Predecessors (WBS Codes)Semicolon separated WBS codes of predecessors
Duration Enter in the duration format described here.
Planned Effort Decimal number. Effort in hours.
Resources Enter resources in the format described here.
% CompAn integer between 0 and 100.
Manually ScheduledBoolean
Priority One of VERY_HIGH, HIGH, NORMAL, LOW, or VERY_LOW
Schedule Type One of FIXED_WORK, FIXED_DURATION, or FIXED_UNITS
Constraint Type One of MSO, MFO, FNLT, SNLT, FNET, SNET, ASAP or ALAP. Read more.
Constraint Date Date
Actual Start Date
Actual Finish Date
BudgetDecimal number
Fixed PriceDecimal number
Planned Fixed CostDecimal number
Planned Non-Labor CostDecimal number
Billing Type For No Billing, specify NONE, for Fixed Price specify FIXED_PRICE, and for Time & Material specify TNM
External Key String. The key or id of this task in another system e.g. JIRA
Custom Fields You will have to create the fields in Celoxis first.
To read more about tasks dates, read this chapter.