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Import File for Loading Activity and Resource Assignment Data

An import file can be an activity file, a resource assignment file, or a combination of both in an Excel or CSV spreadsheet.

Take note of the following when loading an import file:
  • Fields marked by an asterisk (*) are displayed as prompts defined in the Project Properties dialog box.
  • Only the key fields defined in the Project Properties dialog box are required.
  • To load code and user fields, select Code Assignments and User Fields on the Action Selection page.
Attention: For more information on how fields are loaded during integration, see Import File Loading Considerations.

Using a Single Import File

When using a single import file during integration, you can use a single activity file or a single file with activity and resource assignment data.

Single Activity File
To load an activity file during integration, select the following option and field on the Integration Wizard pages:
  • The Control Account and Work Package option on the Action Selection page
  • The Activity File field on the Project Selection page
The data structure for an activity file is described in this table.
Table 1. Activity File
Field Type Required for Baseline Required for Forecast
CA1* Character Y Y
CA2* Character Y Y
CA3* Character Y Y
WP* Character Y Y
Milestone Character
Milestone Weight Numeric
Description Character
Baseline Start Date Date Y
Baseline Finish Date Date Y
Forecast Start Date Date Y
Forecast Finish Date Date Y
Early Start Date Date
Early Finish Date Date
Late Start Date Date
Late Finish Date Date
Progress Technique Character
Units to do Numeric
CAM Character
Forecast Class Character
Budget Class Character
Code Character
User Character Field Character
User Number Field Numeric
User Date Field Date
Single Activity and Resource Assignment File
To load a single file with activity and resource assignment data during integration, select the following options on the Integration Wizard pages:
  • The Control Account and Work Package option and the Resource Assignments option on the Action Selection page
  • The Use one file with activity and resource assignment data option and the Activity and Resource Assignment File field on the Project Selection page
The data structure for an activity and resource assignment file is described in this table.
Table 2. Activity and Resource Assignment File
Field Type Required for Baseline Required for Forecast
CA1* Character Y Y
CA2* Character Y Y
CA3* Character Y Y
WP* Character Y Y
Milestone Character
Milestone Weight Numeric
Description Character
Resource Character
Individual <Results> Character
Baseline Start Date Date Y
Baseline Finish Date Date Y
Forecast Start Date Date Y
Forecast Finish Date Date Y
Early Start Date Date
Early Finish Date Date
Late Start Date Date
Late Finish Date Date
Progress Technique Character
Units to do Numeric
CAM Character
Forecast Class Character
Budget Class Character
Code Character
User Character Field Character
User Number Field Numeric
User Date Field Date

Using Two Separate Import Files

To load an activity file and a resource assignment file separately during integration, select the following options and fields on the Integration Wizard pages:
  • The Control Account and Work Package option and the Resource Assignments options on the Action Selection page
  • The Activity File field and the Resource Assignment File field on the Project Selection page
The data structure for an activity file is described in this table.
Table 3. Activity File
Field Type Required for Baseline Required for Forecast
CA1* Character Y Y
CA2* Character Y Y
CA3* Character Y Y
WP* Character Y Y
Milestone Character
Milestone Weight Numeric
Description Character
ID Character Y Y
Baseline Start Date Date Y
Baseline Finish Date Date Y
Forecast Start Date Date Y
Forecast Finish Date Date Y
Early Start Date Date
Early Finish Date Date
Late Start Date Date
Late Finish Date Date
Progress Technique Character
Units to do Numeric
CAM Character
Forecast Class Character
Budget Class Character
Code Character
User Character Field Character
User Number Field Numeric
User Date Field Date
The data structure for a resource assignment file is described in this table.
Important: The fields must be in the order they are listed.
Table 4. Resource Assignment File
Field Type Required for Baseline Required for Forecast
ID Character Y Y
Resource Character Y Y
Amount Numeric Y Y
From Date Date Y Y
To Date Date Y Y
Class Character Y Y
Curve Character

Using the Same Import File to Load Both Activity and Resource Assignment Data

If you want to use the same import file to load both activity and resource assignment data, take note of the following:
  • Create a single import file that has the resource assignments first, followed by the activity fields. Then, place the activity fields after the resource assignments.
  • On the Project Selection page, select the same import file in the Activity File field and in the Resource Assignment File field.
  • On the Import File Fields Mapper page file, select Activity ID as the first field, ignore the remaining resource assignment fields, and select the activity field.