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Importing Projects — Overview

GlidePath supports importing project data from Excel, CSV, MS Project, and Primavera P6. This guide gives an overview of the import workflow.

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Feature Spec Reference

Module 1.7 — Import from Excel/CSV
Module 1.9 — Import from MS Project XML
Module 1.10 — Import from P6 XER

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Supported Formats

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Import Workflow

  1. Open Import Dialog
    • From project view, click Import or File → Import
    • Select import format
  2. Upload File
    • Drag and drop or browse to select file
    • File is validated for format compatibility
  3. Map Columns
    • Match source columns to GlidePath fields (Task Name, Duration, Start Date, etc.)
    • Preview first 5–10 rows
    • Adjust mapping if needed
  4. Review and Import
    • See summary of tasks to import
    • Check for warnings or errors
    • Click Import to create tasks in project
  5. Review Results
    • Import results dialog shows tasks added, warnings, errors
    • Gantt chart updates with new tasks
    • Review and edit tasks as needed

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Common Import Scenarios

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Scenario 1: Start from Excel Template

  1. Download the GlidePath Import Template (glide-import-template.csv)
  2. Fill in your task data using the template columns
  3. Save and import via Import dialog
  4. All tasks created with correct field mapping

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Scenario 2: Migrate from MS Project

  1. Export your project from MS Project as .xml format
  2. Use Import dialog → Select MS Project XML
  3. Field mapping is automatic
  4. Dependencies, constraints, and resources preserved

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Scenario 3: Import from Primavera P6

  1. Export your project from P6 as .xer (XER format)
  2. Use Import dialog → Select Primavera P6
  3. Activity IDs, WBS, and constraints preserved
  4. Calendar and resource assignments imported

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Import Tips

  • Validate dates — Ensure date format matches your locale (MM/DD/YYYY vs. DD/MM/YYYY)
  • Check WBS — GlidePath will auto-generate WBS if not provided
  • Test small first — Import a subset of tasks first to verify mapping
  • Review warnings — Import results may show non-critical warnings—review these
  • Link dependencies — If dependencies aren’t in import file, add them after import

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Next Steps