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 ActionsMoreImport Tasks (CSV). Alternatively, if you are in the project Gantt chart, you can click AddImport CSV

Rules

Decimal Number

Do not use currency symbol or thousands separator. For example $10000.5 or 10,000.5 is not allowed. 10000.5 is allowed.

Boolean

Specify either TRUE or FALSE. Empty text will be treated as FALSE.

Date

Specify dates as YYYY-MM-DDThh:mm:ss E.g. 1994-11-05T08:15:30 corresponds to November 5, 1994, 8:15:30 am. You can also specify YYYY-MM-DD where time is not material. E.g. 2021-12-25 corresponds to 25th December 2021.

Fields

WBS Code

Use this to create the project's WBS (parent-child relationships). If we enter WBS codes as shown below on the left, you will get the task structure on the right.

WBS Code	Task
1	A
1.1	B
1.2	C
1.1.1	D
1.1.2	E
2	F

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

Name Mandatory

Description

Planned Start Date

Planned Finish Date

Predecessors (WBS Codes) Semicolon separated WBS codes of predecessors

Duration Enter in the duration format described /tasks/tips/duration:here.

Planned Effort Decimal number. Effort in hours.

Resources Enter resources in the format described /tasks/tips/resources:here.

% Done An integer between 0 and 100.

Manually Scheduled Boolean

Priority One of VERY_HIGH, HIGH, NORMAL, LOW, or VERY_LOW

Schedule Type One of FIXED_WORK, FIXED_DURATION, or FIXED_UNITS

Constraint Type One of MSO, MFO, FNLT, SNLT, FNET, SNET, ASAP or ALAP. Read more.

Constraint Date Date

Actual Start Date

Actual Finish Date

Budget Decimal number

FixedPrice Decimal number

Planned Fixed Cost Decimal number

Planned Non-Labor Cost Decimal number

Billing Type For No Billing, specify NONE, for Fixed Price specify FIXED_PRICE, and for Time & Material specify TNM

External Key String. 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.

To read more about tasks dates, read this chapter.