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

Código EDTUse 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.
Código EDTTarea
1A
1.1B
1.2C
1.1.1D
1.1.2E
2F
   Project
   │
   ├── A
   │   │
   │   ├── B
   │   │   │
   │   │   ├── D
   │   │   │
   │   │   └── E
   │   │
   │   └── C
   │
   └── F
Nombre Mandatory
Descripción
Inicio Planificado Date
Fin Planificada Date
Predecesores (Códigos EDT)Semicolon separated WBS codes of predecessors
Duración Enter in the duration format described here.
Esfuerzo Planificado Decimal number. Effort in hours.
Recursos Enter resources in the format described here.
% CompAn integer between 0 and 100.
Programado manualmenteBoolean
Prioridad One of VERY_HIGH, HIGH, NORMAL, LOW, or VERY_LOW
Tipo de Cronograma One of FIXED_WORK, FIXED_DURATION, or FIXED_UNITS
Tipo de restricción One of MSO, MFO, FNLT, SNLT, FNET, SNET, ASAP or ALAP. Read more.
Fecha de restricción. Date
Inicio Real Date
Fin real Date
PresupuestoDecimal number
Precio FijoDecimal number
Costo Fijo PlanificadoDecimal number
Costo No-laboral PlanificadoDecimal number
Tipo de facturación For Sin Facturación, specify NONE, for Precio Fijo specify FIXED_PRICE, and for Tiempo y material specify TNM
External Key String. The key or id of this task in another system e.g. JIRA
Campos personalizados You will have to create the fields in Celoxis first.
To read more about tasks dates, read this chapter.