Download an Import Template for Importing Activities
Download a Microsoft Excel template to use when importing activities and related data, such as activity relationships and resource assignments.
To download an import template:
- Navigate to the project Activities page
- In the object selector, select
Project, select View Projects List, and then select a project name.
- From the
Main Menu, select
Schedule, and then select Activities.
- In the object selector, select
- Select Actions
, select Download Import Template, and then select one of the following:
- Empty Template: Use this template to create data.
- Template with Data: Use this template to update the data that exists in the table.
Tips
- Import functionality is only available for the current schedule.
- The top two rows of the worksheet are required when importing activities from a spreadsheet. You can delete unused columns, but do not change the data in these rows.
- Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.
Last Published Monday, March 17, 2025