Import my Project into Proggio

This is a fantastic way to get a project started in Proggio, in just a few clicks you can turn your excel into a beautiful project.

You can Import a pre existing CSV file or you can download  CSV Example file from Proggio and match up your existing data to the corresponding fields in the example.

 

So what are the fields that are available for me to fill out ?

Summary – The title that will be shown on the Activity,

Description – The description that will be presented in the Activity properties

Type – activity or task, the activity will be shown on the ProjectMap canvas as a new block and acts as a container for tasks. The task will be added to the parent activity using the source sequence and date range.

Start – Start date

End – End date

Workstream – Title of workstream

Assigned User – Who is the Activity / Task assigned to?

Progress – In%

Cost – This is just a number, currency is not relevant here.

Risk – Yes or no

Priority – High, Medium, Low

The majority of fields are optional, however, the following fields are mandatory;

  • Summary
  • Start date
  • End Date

If type (Activity/Task) is not filled in, the default will be Activity, all other fields can be left blank.

One more important note before we get started, Please make sure that the date Format is yyyy/mm/dd Using any other date format will cause the file to be rejected.

Now that’s clear – let’s import your project.

 

Import a Pre-existing CSV file.

To get started, go the homepage and select “Import project from file”

If you would like to import an existing CSV file, click on the “CSV file” button to start the process.

 

Select the File that you wish to upload, and click open.

Give the project a name and click on Import.

Proggio will open and create the project for you within the application.

 

 

Using the Proggio example file:

To get started, go the homepage and select “Import project from file”

Click on the link that says  Download CSV Example

Open the example file and fill in the fields with your project information ( Summary, start date and end date are Mandatory fields)

Save the file in the relevant place on your PC and Upload the file.

Proggio will open and create the project for you within the application.