Schedules Tab

The Scheduling Import tool in Report lets you integrate schedule data with other InEight application data. The following reports will consume schedule data:

  • Construction Progress Summary
  • Manhour Curves
  • Commodity Curves
  • Earned Values

The Schedules tab contains a log of all schedules you have access to see.

Importing Schedule Files

Step by Step — Import Existing Schedule File

  1. From the Schedules tab, click the Import icon.

  2. If importing a Primavera P6 file (or any other schedule in the specified format), select Import from.csv.
  3. In the Import schedule dialog box, drag and drop the file you want to import, or click Browse to navigate and select the file.

    4. You can also select Download import template if you want to use a .csv file and fill in the information yourself.

  4. After the file is selected, click Next.

  5. The next steps require you to fill in the metadata about this upload. From the Project drop-down list , select a project.

  6. From the Data type/group drop-down list, select a value. Options include account code, commodity, CBS tag, discipline, etc.

  7. From the Report type drop-down list, select a value, where the options are Baseline and Progress

  8. Click Next.

  9. On the data editing/validation page, review the data, and then click Validate.

    10. If there is an error in your file, the cell with the error will show highlighted in red.

  10. After the file is validated and any errors corrected, click Finish.

    • After your import finishes successfully, you will be redirected back to the Schedules tab.

Updating Schedules

After a schedule has been imported, it can also be updated in the application without having to make changes locally in the .csv file then re-uploading. This process will create a new record in the import log.

Clicking Import > Blank Worksheet brings up an empty Import Schedule.

Step by Step — Update an Existing Schedule

  1. On the Schedules tab, select the schedule you want to update by clicking on the corresponding check box.

  2. Click the Create from selected button.

  3. A pop-up box asks you if you want to create a new schedule item from the selected record. Select Continue.

  4. You will then be directed to the metadata and data entry/validation screens as outlined in the previous section of this document.

    5. You may edit a previous schedule and it will automatically save as the latest version, with previous data saved in the database.

    Reports will only reflect the most recent import for each import type [Baseline/Progress, and Account Code/Commodity/Discipline Group].