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Import an information production schedule

Import an information production schedule from a spreadsheet and create a new schedule for your project.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the schedule import wizard

Open the import wizard from your project to start creating a new information production schedule. The wizard opens as a three-step overlay.

Open the schedule import wizard

Step 2: Upload your schedule file

Select your MIDP or EIR file in .csv or .xlsx format and upload it. The file is parsed in your browser so column headings and sample data can be analysed.

Upload your schedule file

Step 3: Review and confirm column mapping

Check how your spreadsheet columns have been auto-mapped to the required schedule fields, adjust any incorrect mappings, and note any unmapped columns highlighted by the wizard.

Review and confirm column mapping

Step 4: Preview schedule rows and name the schedule

Review a preview of the first few rows that will be imported, give the schedule a clear name based on the uploaded file, and confirm that the deliverable lines look correct.

Preview schedule rows and name the schedule

Step 5: Complete the import and create the schedule

Confirm to create the new schedule and its deliverable lines. After the import completes, the wizard closes and you can continue working with the newly created schedule.

Complete the import and create the schedule


Last updated: 2026-07-30