Work Package Import and Export

VIDEO | Import Work Packages

Import Template

Creating and copying work packages can be time consuming. You can use an Excel import template to upload multiple work packages with their overview information already populated.

Create Work Packages from Excel Import

  1. On the Work plans/packages page, click on the Export icon, and select to export With Data and open the export file.

    Excel templates without data are used for creating new components from scratch, usually during project setup.

    Excel templates with data are typically used to update existing work plans/packages.

  2. Open the export file.

    • This opens up the Excel template to use for the import. It also contains the data from the current work packages on the Work plans page

    • You may need to select Enable editing at the top of the spreadsheet prior to entering data

  3. Input information into your template to be uploaded. At the bottom of the list, add information for the following categories:

    • Name

    • Package Type

    • Description

    • Assign the proper CWP to your work package in the CWP ID field

      Drop-down lists show for fields that are validated in the import templates for line items.

  4. Delete all the work packages that came with the template.

    When you import a template to Work packing with a blank value in a field, the previous value is not deleted. If want to delete a value when importing, you must type null in the field.

  5. Save this Excel file to your desktop.

  6. In InEight Plan, on the Work plans/packaging page, click the Import icon.

    • An Import data from template window appears

  7. Click Browse to find your saved template.

  8. Click Import.

    • The import file is added to the import queue

    • To see all your import files and their statuses, click View file import queue

      You can continue working in the application while your imports are processed. A notification tells you if your file is imported successfully or not.

      If you have an error, check that the name of your work package is not the same as an existing work package.

  9. Click Close.

Export to Another Project

The following Step by Step shows you how to export some or all of a work package to another project.

Step by Step — Export Work Package to Another Project

  1. Select a work package.

  2. Click the Export icon, and then select To other project from the drop-down list.

    • The Export work packages dialog box opens

  3. Select a destination project, and then click Next.

    You must have permission to create work packages in the destination project to export to that project.

  4. Select the pages and individual data blocks you want to export.

    The Documents page is shown in the dialog box but cannot be selected to copy.

    You can only export data that is entered as free text. You cannot export project-specific data such as components.

  5. Click Export.

Import from Another Project

The following Step by Step shows you how to import some or all of a work package from another project.

Step by Step — Import Work Package from Another Project

  1. Select a work package.

    You must have permission to create work packages in the destination project to import into that project.

  2. Click the Import icon, and then select From other project from the drop-down list.

    • The Import work packages dialog box shows

  3. Select an origin project, and then click Next.

  4. Select origin work packages, and then click Next.

    You can import from multiple work packages at the same time.

  5. Select the pages and individual data blocks you want to import.

    The Documents page is shown in the dialog box but cannot be selected to copy.

    You can only import data that is entered as free text. You cannot import project-specific data such as components.

  6. Click Import.