Import

The Import page allows you to import tasks to the selected project and a scenario.  This page also allows importing of files which contain multiple projects after selecting an import method.  The accepted file types are .xer, .mpp and .xls.  (Figure 1)

 

import

Figure 1

Select Project and Select Scenario:

This is used to select the specific project from the project list for which the tasks will be imported and also the scenario based on which the cost estimation is done.

Steps:

  1. Cost Analysis —Import
  2. Select the project from the Project List dropdown, and then select the scenario from Scenario Options.  (Figure 2)

 

select project

Figure 2

Import Files:

There are 3 methods for file importing; Simple Uncertainty, Quantities and Rates and Multiple Resources.

 

import methods

Figure 3

While selecting Multiple Resources method, it shows 2 types of break up views.

 

import breakups

Figure 4

To know about the import methods, click the help icon (Figure 3) which shows a pop up with brief description about the import types and can also download Template for each method. (Figure 5)

 

import methods help

Figure 5

The imported file must be of type xls, mpp, and xer.

To import .xls files,

Steps:

  1. Cost Analysis —>Import
  2. Select an import method from the combo and the selected method will lock automatically. (Figure 3)
  3. Click BROWSE button to browse a .xls file and click LOAD THE FILE (Figure 6)
  4. Map the data and click IMPORT VALUES (Figure 6)

 

import xls

Figure 6

To import .xer, .mpp files,

Steps:

  1. Cost Analysis —>Import
  2. Select an import method form the combo and the selected method will lock automatically. (Figure 3)
  3. Click BROWSE button to browse a .xer or .mpp file and click LOAD THE FILE.  If there are multiple projects in the file, check the Import all projects in the selected file checkbox before uploading if needed.  (Figure 7)

 

import xer mpp

Figure 7