Step 1
- Export an XLS file from P6, Asta, MS Project, etc., and modify it to this format
Click here -> Download Excel Template
Step 2
- Select Phase Pull from the menu bar
- Click on Import activities from file
- Choose your file
- Select OK
- Imported tags are immovable and appear grey in the Master activity lane
- Start date determines horizontal position, while Excel line number sets vertical order
- Drag-and-drop activities from the Master activity lane to the desired Phase Pull lane to start editing
- Use the edit tag function to assign a trade to the derived tag
- Tags are connected by the Schedule activity ID. Choosing a Master activity will highlight the created derived tags.
- Multiple activities can be created from the master tag