After creating a new project, one of the options to start building your project is to import an existing programme file using a CSV/Excel file. This will allow you to create a project based off an existing task list. It is also an easy way to build a project from scratch.
You can also import a file from MS Project, Asta and Primavera. To learn more about this method, read this article.
In order for Geniebelt to import your data, your file needs to be structured correctly, in the format we provide. Below are a screenshot of how it should look and the 14 headers you can to use while importing via CSV or Excel.
Things to keep in mind:
- Only Name, Start Date and End Date are mandatory to get started.
- The order in which the tasks appear on your file will be the order they appear in Geniebelt.
- We do not support Groups or Dependencies with this method.
- The file will fail if you do not format it correctly.
Name - This is a text field which will be used as the Task Name. Consider including any other useful information like location etc.
Start Date - This will mark the Start Date of the task. All dates must be formatted as yyyy-mm-dd, e.g. 2018-07-24.
End Date - This will mark the End Date of the task. All dates must be formatted as yyyy-mm-dd, e.g. 2018-07-24. *If you omit the end date the task will import, but as a Milestone.
Description - This is a text field which will appear in the Description field of a task. You can add any additional information to this field for users to see when viewing the task.
Progress - This is a number field which will update the Progress Percentage of the task. It should be a number between 0 and 100. Do not include a decimal.
Tags - This is a text field which will add tags to your tasks for reporting purposes. You can add multiple tags by separating them with a comma (e.g. floor1, floor2, floor3) .
Assigned Email - This is a text field where you can add an email address to invite the user and to assign them the task.
Working Week - This is a number field which will set the working week for the task. Just add 4, 5, 6 or 7 depending on what working week you want. We currently support 4 working week options:
4 = Mon - Thur
5 = Mon - Fri
6 = Mon - Sat
7 = Mon - Sun
Adding Budget data to each task is open to all users, but to report on this information you will need to sign up for a paid subscription. Budget data is only visible to Project Leaders and Project Admins. There are 3 fields associated with Budget and they are listed below.
- Original Budget
- Approved Extra Cost
- Actual Budget
For all budget columns enter numbers without commas or decimal separators.
e.g. 100000 ✓
100.000 or 100,000 ✘
Custom Unit Reporting fields
By default, the progress of tasks is reported in percentages. With Custom Units you can opt to have tasks reported in custom units eg kilometers, tons. There are 3 fields associated with Custom Units and they are listed below. All three need to be filled out in order for the import to succeed.
Reporting Mode - To enable Custom Units on a task, include 'custom_units' in this field.
Custom Unit Name - This is a text field which will name the type of Custom Unit that the user should report with eg kilometers, tons. This field can only contain up to 10 characters.
Custom Unit Max - This is number field which will set the max range for this task.