1.2 Import Schedule

Supported file types

• Microsoft Project: .mpx, .mpp, .mpd, .xml
• Primavera P6: .xer, .xml
• Asta / Powerproject: .pp, .xml
• Excel and others: .csv, .prx, .stx, .pep, .pod, .fts, .gan, .ppx, .plf, .cdpx, .sp, .gan, .sdef, .schedule_grid, .pc

How to import a schedule

Learn how to import your project schedule for the bulk creation of milestones.

Importing a File

1. Click the three dots on the Milestone Manager and select Imported Schedule or
2. Go to Project Setup > Imported Schedule
3. From the side menu, click Upload Schedule or Browse Existing Schedules to use schedules previously imported for that project

Importing a CSV File

1. Use the file provided in the "Download CSV Template" link at the Import Schedule side sheet
2. Fill up all required data on the CSV file: Name and Start date (yyyy-mm-dd)
3. Optional: Fill up the optional data on the CSV file: End date (yyyy-mm-dd) and PairingID

Importing an XML file

• cmBuilder is only compatible with Microsoft Project XML schema. Please select the latest version of Project XML export when creating files from software like Primavera P6 and others

Selecting Tasks

• Once uploaded, choose which tasks in the schedule to convert to milestones by selecting from the following options:
• None - Do not convert this task - Selected by default
• Start - Create a milestone using the start date
• End - Create a milestone using the end date
• Both - Create a milestone for both the start and end date
• Use the search bar to find specific tasks by name then click Next

Reviewing task selection

1. On this page, you should review the tasks before the creation of the milestones using the 3-dot menu or just by double-clicking the names and dates. It's advised to resolve conflicts of milestones with equal dates by changing their dates or merging them into one.
2. You can also check which milestones are paired (synced to a schedule file) and which are existing (created in cmBuilder)
3. Use the 3-dot menu to edit tasks using the functions:
• Override name/date
• Reset name/date
• Repair Milestone - (under construction)
• Remove Milestone
4. Click on "Append Start/Finish to milestone names" to add a suffix to the milestone name and help identify which date was used as a reference
5. Click "To Task Selection" to return to the previous step or Click "Apply Changes" to implement and milestones will be created
6. Click "Cancel Convert" to exit the Schedule Importer

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