Skip to main content

Import an information production schedule

Import an information production schedule from a spreadsheet and review the mapped data before creating a new schedule.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the schedule import wizard​

From your project schedules area, open the import wizard to start creating a new information production schedule from a spreadsheet file.

Open the schedule import wizard

Step 2: Choose a schedule file from project documents​

Use the Schedule file picker to search for and select an existing uploaded or CDE-synced document that contains your schedule data.

Choose a schedule file from project documents

Step 3: Confirm file parsing and basic details​

Wait while the system parses the selected spreadsheet, automatically suggests a schedule title from the file name, and prepares a preview of the data.

Confirm file parsing and basic details

Step 4: Review and adjust column mappings​

Check how spreadsheet columns have been auto-mapped to schedule fields, and adjust any unmapped or incorrect columns using the mapping dropdowns.

Review and adjust column mappings

Step 5: Preview schedule rows before import​

Review the preview table showing sample rows from the spreadsheet so you can verify that key fields, dates and identifiers look correct.

Preview schedule rows before import

Step 6: Complete the schedule import​

Confirm the import to create a new schedule for the project, and wait for the wizard to finish before closing or navigating away.

Complete the schedule import

Last updated: 2026-08-12