Amplify supports the importation of Microsoft Project and Primavera Schedules. Existing schedules can be imported via a simple drag and drop method. In addition to this, Amplify has a downloadable Excel Template to assist the user in inputting their tasks.
This topic covers the following articles.
Importing Schedules from Primavera or MS Project
Amplify supports the importation of Microsoft Project and Primavera schedules. Existing schedules can be imported via a simple drag and drop method:
You can drag and drop an MS Project or Primavera file directly on the schedule area of a project. Amplify will use and store the name of the task, dates, type of task (task, milestone or project) and the links between tasks.
In order to update an existing schedule that is maintained externally, you can drag & drop the updated MS Project or Primavera file in the schedule area, or you can select to ‘Choose a file’ from your computer and then add it to Amplify. If a task marked as Benefit Milestone in Amplify is updated in the externally maintained schedule, Amplify will prompt a screen.
Importing Schedules Stored in Microsoft Excel Files
If you are used to maintaining project schedules in Microsoft Excel files, creating a Gantt chart from the scratch could be time-consuming. Using Amplify's file upload function, this can be accomplished quickly. Amplify provides an Excel template that contains guidelines on how to fill in your data into the Schedule tab. The first step would be to download this template. Next, read the guidelines on the Read Me tab. Type in your schedule data into the downloaded file as per the guidelines and finally, upload this file into Amplify. On successful upload, the Gantt chart reflects the schedule that was captured in your excel file, displaying tasks, milestones, their progress, and their dependencies.
You can download the template and import the schedule every time the schedule file is updated outside Amplify. If you have already saved a schedule in Amplify, then the excel template you downloaded would contain your existing schedule data pre-filled in it. Simply edit or modify the data and proceed.
To import a schedule from an externally maintained excel file:
- Navigate to the Schedule tab of your initiative.
- Click Download Excel Template.
Note: A lock icon displays at the top corner of the schedule tab to indicate that this schedule is locked for editing. If another user wants to cancel the editing, they can click on the lock icon to unlock the schedule.
- Read the guidelines on Read Me tab in the template.
- Fill the schedule details into the template.
- Save the file.
- Go back to Amplify interface and click on the file upload button in the Schedule tab.
- Locate the file that you updated and wait until Amplify uploads the template.
- When the page is successfully uploaded, a save button is displayed.
- Click Save.
- Verify that dependencies are updated correctly on the Gantt.
- Click Save Schedule.
An error message is displayed in case of a mismatch or discrepancy in the data contained in the uploaded excel file. Click Download New Template to go back to the Schedule tab. You may correct the errors in the downloaded file and upload it when ready.