3.2 Import Schedule

How to import a schedule

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


Supported File Types

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

Importing a File

  1. Click the three dots on the Milestone Card and select Project Schedule or go to Project Setup > Manage Schedule
  2. From the side menu, click Import Schedule
  3. Click Upload File or select a previously uploaded schedule from the list and click Load
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Importing a CSV File

Creating your cmBuilder project schedule from a CSV import is a four step process.

  1. Click on Project Schedule from the left side tool bar. A side panel will appears on the right displaying the current schedule as well as 2 tabs: Download and Import Schedule.
  2. Click on the Download Schedule tab and a window will pop for you to select a location to save the template. Choose a location and hit Save. (Depending on your browser settings you may not be presented with the option to select the location, in which case check your downloads folder.)
  3. Open the newly downloaded template .csv file and populate it with your schedule data, then save and close the file:
      • The Name and Start date (yyyy-mm-dd) fields are both required.
      • The End date (yyyy-mm-dd) and PairingID fields are both optional 
  4. Back in cmBuilder click on the Import Schedule tab, you can now drag and drop the populates template .csv file on the right side panel to finish importing your schedule.

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:
    • Check Start Date box - Create a milestone using the start date
    • Check End Date box - Create a milestone using the end date
    • Check both boxes - Create a milestone for both the start and end date
  • Use the search bar to find specific tasks by name then click Next
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Reviewing Task Selection

  1. On this page, you should review the tasks before the creation of the milestones. It's advised to resolve conflicts of milestones with equal dates by changing their dates or merging them into one.
  2. Milestone status is display at the top. You can also check which milestones are "NEW" (synced to a schedule file) and which are EXISTING (created in cmBuilder)
  3. Use X button to remove a 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 "Back" to return to the previous step or Click "Apply" to implement and milestones will be created
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