Download an Import Template for Importing Projects
Download a pre-formatted Microsoft Excel template to use when importing projects. You can choose to download an empty template, or you can download a template with project data, to further simplify the process. A template with data contains all project data such as codes and configured fields that are available to the current workspace. After you download the template, enter the name, ID, and details of each project you want to import. When you are finished, you can import the updated template to create the projects in Oracle Primavera Cloud. The template can also be used to update data for projects that already exist in Primavera Cloud.
To download an import template:
- In the object selector, select
Project, and then select View Projects List. - Select Actions
menu, and then select Download Import Template.- Select Empty Template to download a pre-formatted spreadsheet template without any existing data.
- Select Template with Data to download a pre-formatted spreadsheet template that contains project data populated from the projects in the current workspace.
Note: A template that is downloaded with data only includes data from the current workspace, and does not include data for child workspaces.
Tips
- The import template is downloaded as a Microsoft Excel file with the default file name ProjectsImportTemplate.
- The top two rows of each worksheet are required when importing data from a spreadsheet. You can delete unused optional 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.