Knowledge Base

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 Actions ▸ More ▸ Import Tasks (CSV). Alternatively, if you are in the project Gantt chart, you can click Add ▸ Import CSV

Fields supported:

• WBS Code - using this you can create the WBS structure (parent-child relationships) for tasks after import. E.g. If we enter WBS codes as 1 for A, 1.1 for B, 1.2 for C and 1.1.1 for D, and 1.1.2 for E, and 2 for F then on import you will get:

     A
     ├── B
     │   ├── D
     │   └── E
     │
     └── C
     F
  

• Name - mandatory
• Description
• Planned Start - YYYY-MM-DD format
• Planned Finish - YYYY-MM-DD format
• Resources - enter resources in the format described here.
• Duration - enter in the duration format described here.
• Work - the effort in hours
• % Comp
• Budget
• Planned Fixed Cost
• Planned Non-Labor Cost
• Billing Type - for "No Billing" : NONE, "Fixed Price" : FIXED_PRICE, "Time & Material" : TNM
• External Key - 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