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

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

  

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.

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.

Save this Excel file to your desktop.

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

• An Import data from template window appears

Click Browse to find your saved template.

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.

Click Close.