Support / Import, export & print

Import a Schedule from Excel or CSV

Updated · 2 min read

If your schedule lives in a spreadsheet, you can import it as a full CPM schedule with logic. For a handful of rows, pasting from Excel is quicker.

Excel workbook (.xlsx)

The workbook needs a sheet named Tasks. Optional sheets named Dependencies, Calendars, and Baselines add logic, calendars, and baseline dates.

The Tasks sheet's first row holds column names. Two are required:

ColumnRequiredExample
wbs_codeYes1.2.3
nameYesPour L2 slab
parent_wbsNo1.2
planned_startNo2026-11-02
duration_daysNo5
constraint_typeNoSNET

The Dependencies sheet has one row per link, with predecessor_wbs, successor_wbs, the relationship type, and lag.

The easiest way to get the exact layout is to export any schedule with Export ▾ → Excel and use that workbook as your template. It has every sheet and column the importer reads.

CSV

A .csv file uses the same column names as the Tasks sheet. CSV has one sheet, so it can't carry dependencies or calendars. Add logic after importing.

Import

  1. Create a new project or open the one you want to fill.
  2. File ▾ → Import schedule and choose the .xlsx or .csv file.
  3. Read the Import trust report for anything skipped.

Importing replaces the project's entire schedule.

Tips

  • Use YYYY-MM-DD dates.
  • Every task needs a unique wbs_code.
  • After importing, run Analysis ▾ → Validation to find activities without logic.