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CSV/Excel Import with Template

The most straightforward way to import projects is to use the GlidePath Import Template and fill in your task data.

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Feature Spec Reference

Module 1.7 — Import from Excel/CSV

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Downloading the Template

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Template Location

  1. Open Import dialog (File → Import or Import button)
  2. Select CSV/Excel format tab
  3. Click “Download Template” button (visible in the dialog)
  4. File GlidePath-Import-Template.xlsx downloads to your computer

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What’s in the Template

The template has columns for:
  • Task Name (required)
  • Activity ID (optional, for linking to external systems)
  • WBS (optional, GlidePath auto-generates if empty)
  • Duration (in days, required)
  • Start Date (MM/DD/YYYY format)
  • Finish Date (MM/DD/YYYY format, optional—can be calculated from Start + Duration)
  • Progress % (0–100)
  • Constraint Type (ASAP, ALAP, SNLT, etc.)
  • Constraint Date (if constraint requires a date)
  • Notes (free text)
  • Resource Names (comma-separated list)

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Filling in the Template

  1. Open the template in Excel or Google Sheets
  2. Add your tasks (one per row)
  3. Fill in required columns: Task Name, Duration
  4. Fill in optional columns as applicable
  5. Save as .xlsx or .csv
  6. Import using Import dialog

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Example Data

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Column Mapping

After uploading the file, GlidePath attempts to auto-map columns:
  • If your columns match template names exactly, mapping is automatic
  • If not, you manually map each column using dropdowns

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Manual Mapping

If auto-map fails:
  1. In the Column Mapping step, select the correct GlidePath field for each source column
  2. Preview the first 5–10 rows
  3. Click OK to confirm mapping

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Screenshot

Import Dialog with Template Import dialog showing CSV/Excel tab with template download link and column mapping interface.

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Validation

GlidePath validates your data during import:
  • Required fields: Task Name, Duration (error if missing)
  • Date format: Validates date format matches your locale
  • Numeric fields: Duration must be a number
  • WBS: Auto-generates if empty

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Import Results

After importing, you see:
  • Import Results Dialog with task count, warnings, errors
  • Example: “Successfully imported 45 tasks. 3 warnings: rows 12, 18, 25 have missing start dates.”
  • Gantt Chart updates with new tasks

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Next Steps