Import a schedule from a CSV file
Use the Schedule Import Wizard to upload a CSV file, map its columns, and create a new project schedule.
This guide is designed for project manager.
Steps
Step 1: Open the Schedule Import Wizard
Open the Schedule Import Wizard for your project so you can start importing a new schedule from a CSV file.
Step 2: Upload your schedule CSV file
Use the "Upload schedule file" control to select your CSV file; once uploaded, the wizard will analyse it and show how many columns and rows were detected.
Step 3: Review the detected data summary
Check the summary of detected data (such as "4 columns · 2 rows detected") to confirm the file contents look correct before moving on.
Step 4: Proceed to column mapping
Select the "Next" button to move from the upload screen to the mapping step, where you will align CSV columns with schedule fields.
Step 5: Map CSV columns to schedule fields
For each required schedule field, choose the matching column from your CSV so that references, titles, due dates, and companies are imported correctly.
Step 6: Confirm and start the import
Review your mapping choices and confirm the import; the system will process the file and create a new schedule for the selected project.
Step 7: Review success notification
After the import completes, check the on-screen success message and toast notification to confirm the schedule was created and the expected number of items were imported.
Step 8: Handle any import errors
If an error occurs, review the error toast, adjust your CSV or mapping, and re-run the wizard until the schedule imports successfully.
Last updated: 2026-07-30