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ProjeQtOr free project management software - Simple Method for entering completed projects for archiving purpose. - ProjeQtOr
 
 

Simple Method for entering completed projects for archiving purpose.

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08 Jun 2022 19:07 #1 by Marty
Hello,
We are trying to enter some of our completed projects for archiving and client tracking purpose. 
We would like to take a shortcut by importing the data in bulk from our Excel timesheets, into a project structure and pre-defined WBS.
-Tasks
        - Assigned ressources
        - Actual work done by calander days. 

Can you suggest a simple method, or do we need to do all the steps manually like a regular project?   
Thanks!
Martin
  


  
 

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10 Jun 2022 15:17 #2 by babynus
This cannot be done simple through csv import as :
  •  you need to import one kind of ojects at a time (projects, then activities, then assignement)
  • you need to make relations yourself (put id of activity when storing assignment, ...)
  • you cannot import WBS relationship easily
Best way to import full project is to import from MS-Project XML format (thanks to our dedicated plugin)

Babynus
Administrator of ProjeQtOr web site

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10 Jun 2022 15:27 #3 by Marty
Thanks for the reply,
I tried importing MS Projects and got import errors,
Same thing with importing Activities.

After reading the forum, I suspect those two problems are related to either character encoding UTF-8, or an incompatibility problem with our installation of ProjeQtor in french?

So far, the only successful import I had, was an activity exported from PorjeQtor and then directly reimported.
As soon as I make change to the CSV file, the import generates errors.

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10 Jun 2022 19:04 #4 by Marty
I solved my ACTIVITY import problem that was caused by LibreOffice replacing ";" by "," in csv files.
Now I will test the MS Project and Project Libre Import. It might have had teh same kind of problem.

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