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Import a project schedule from a document

Import a schedule file into the system using the Schedule Import wizard.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Schedule Import wizard​

Navigate to the area of the application where schedules are managed and open the Schedule Import wizard to start a new import.

Open the Schedule Import wizard

Step 2: Select a schedule document​

Use the document picker to choose the schedule file (for example, a CSV such as "block-a-midp.csv") that you want to import.

Select a schedule document

Step 3: Review the picked document details​

Confirm that the selected document name and filename match the schedule you intend to import before continuing.

Review the picked document details

Step 4: Clear and reselect the document if needed​

If you picked the wrong file, use the clear option in the document picker to remove it and then select a different schedule document.

Clear and reselect the document if needed

Step 5: Start the schedule parsing and import​

Proceed through the wizard to trigger parsing of the selected document and begin the schedule import into the system.

Start the schedule parsing and import

Step 6: Confirm successful import​

After processing completes, check the on-screen confirmation or success notification to ensure the schedule has been imported.

Confirm successful import

Step 7: Review any import errors​

If the import fails, review the error notification shown by the system and adjust your document or settings before trying again.

Review any import errors

Last updated: 2026-08-12