Download an Import Template for Work Packages and Scope Assignments

Download a Microsoft Excel template to use when creating new work packages and when importing scope assignments into work packages.

To download an import template:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Scope, and then select Work Packages.
3. Select the Actions  menu, and select Download Import Template.

   The import template is created as a Microsoft Excel file with the default file name, WorkPackagesScopeAssignmentImportTemplate.xls.

Tips

• The file formats supported are .xls and .xlsx.
• The top two rows of the worksheet are required when importing data from a worksheet.
• If configured fields are available for work packages or scope assignments, columns will appear for them in the template.
• Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.