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What Are Key Tips In Using the Excel Export & Importing Feature?
What Are Key Tips In Using the Excel Export & Importing Feature?
The export-import functionality allows the user to carry out bulk inserts/changes in the Activity Map.
Please take the following points into consideration when executing this function.
- Always export a fresh copy of your data.
- Import the edited file with changes into the system on the same day, if possible as when you exported the file.
- DO NOT tamper/edit the ID or WBS number. Leave it blank for new inserts as these are system-generated numbers.
- While adding a dependency ensure that the dependent item ID number exists within the file.
- The Forecast Start date and End date are required fields and should not be left blank.
- The system rolls-up the date changes from SubTask/Tasks/Milestone/SubWorkstream/ Workstream/Project. Please make date changes at the lowest level as the system will automatically roll-up the date changes.
![](https://support.devensoft.com/hubfs/Knowledge%20Base%20Import/support.devensoft.comsupportsolutionsarticles5000880621-what-are-key-tips-in-using-the-excel-export-importing-feature-hit-2.gif)