Import activities from Master Schedule

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

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Updated: November 13th, 2023