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XLGantt(Excel Gantt) How to #10 – Importing Schedules from Another File

XLGantt(Excel Gantt) provides a feature to import a schedule file which is created in Microsoft Excel or XLGantt.

To import the schedule, click the "Import" button on the ribbon menu as shown below.

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

1. Import files created in XLGantt.

You can import schedules created in XLGantt.

1) Choose a file type to import

If you click "Import" on the ribbon menu, the following pop-up window appears.
Choose "Import files created in XLGantt" option and click "Next" button.

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

 

2) Import option

Choose whether to import data without clearing the existing data or clearing the existing data.

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

 

3) Select files to import

Select a XLGantt file as shown below and click the "Open" button. You can also select and import multiple files at once.

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

 

4) Import complete

When the import starts, the following window appears and the import progress is displayed.

When the import has been completed, "Schedule update has been completed" is displayed on the last line.

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

 

2. Import common Excel file.

You can import common Excel file(First row is title, from second rows are contents).

1) Choose a file type to import

If you click "Import" on the ribbon menu, the following pop-up window appears.

Choose "Import common Excel file" option and click "Next" button.

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

 

2) Select a file to import

Select a common Excel file as shown below and click the "Open" button. You can only import one file at once.

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

 

3) Map the fields

Since the common Excel file has a different structure from the XLGantt file, you need to map the fields to match the XLGantt file.

Select a field in source file(file to import) first and then find a corresponding field in the target file(XLGantt).

Next, click the "Map" button to map.

When field mapping is completed, "Source field name(From)" and "Target field name(To)" are displayed in pairs in the "Mapped" list box as follows.

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

* The meanings of the fields are as follows.

  • WBS No. : It displays the level of a task in the form of 1.3.2. Instead of WBS, you can use "Outline level".
  • Outline level : It displays the level of a task. Instead of "Outline level", you can use "WBS".
  • Task name  : It's also referred to as "Work" or "Activity" or etc.
  • Start date : Start date field of a task. It must be in date format.
  • Finish date : Finish date field of a task. It must be in date format.
  • Actual start date : Actual start date field of a task. It must be in date format.
  • Actual finish date : Actual finish date field of a task. It must be in date format.
  •  Resource : Sometimes called by the name of person in charge, etc.
  •  Deliverables : The result of each task.
  • %Work Complete : Actual progress rate.

 

* The type of task fields

① Task name in the same field

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

② Task name in the different field for each level

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

 

4) Import after field mapping

When the field mapping is completed, "Source field name(From)" and "Target field name(To)" are displayed in pairs in the "Mapped" list box as shown below.

If you click the "Import" button at the bottom right, the contents of the source file are imported to XLGantt.

XLGantt(Excel Gantt) How to - Importing Schedules from Another File

 

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