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A Step‐by‐step Guide
HOW TO IMPORT/EXPORT BETWEEN &
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OV E RV I EW1. Set up your Excel spreadsheet for import.2. Launch NetPoint.3. From the file menu select File > Import/Export >
Import from Excel.4. Locate your file and select Open.
A. Make sure the right Tab is selectedB. Select the row that fields are based on, usually row 1C. Select all the fields you want to import, usually select all
5. Select Finalize Report.
HOW TO TAKE YOUR SCHEDULE FROM EXCELTO NETPOINT
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Set up your Excel spreadsheet for import.Start with generic spreadsheets or download the quick‐import excel template. Make sure that you have the NetPoint supported fields in the Excel columns.
Start with generic spreadsheets
STEP 1
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STEP 2
Launch NetPoint.
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STEP 3
Select File > Import/Export > Import From Excel and Open.
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B
C
STEP 3
Import your excel sheet.A. Make sure the right tab is
selectedB. Select the row that fields are
based on, usually row 1C. Select all the fields you want
to import, usually select all
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STEP 5
Lastly, select Finalize Report.
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STEP 6
Imported scheduleSelect Automated Layout to improve your network.
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UPDATED LAYOUT
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EXPORT CUSTOMIZABLE EXCEL REPORTSCustomize the Linked Excel Report for communication with your team
Descriptions Abbreviated
descriptions Object IDS Code definition Resource
definition Code assignment Resource
assignment Estimated %
Complete
Fields / ColumnsFields / Columns
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In NetPoint, save your schedule before exporting.
STEP 1
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Select File > Import/Export > Export to Linked Excel File and Export.
STEP 2
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THE RESULT
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SUPPORTED FIELDS & REQUIRED FORMAT
14
Object Type For activity, enter as "activity," "task," "task dependent,“ "fixed units," "fixed duration," or "fixed work". For milestone, enter as "milestone," "start milestone," "sm," "finish milestone," or "fm". For benchmark, enter as "benchmark," "start benchmark," "sb," "finish benchmark," and "fb". For delay, enter as "delay“. If missing or invalid, it imports as an activity.
ID Any combination of letters & numbers (case sensitive). Characters such as "‐" are supported but others like "#" are dropped.
Description Can be any combination of letters, numbers, and characters.
Calendar Must be defined in the file you are importing into. For example "United States" or "Calendar Days". Case sensitive. If missing or invalid, it will be set to the default calendar for the schedule you're importing into.
Duration Must be greater than 0 for activities and equal to 0 for milestones and benchmarks. If missing or invalid, it will be set as 1 for activities and 0 for milestones, benchmarks, and delays.
Start Date Can be entered in any date format recognized by Excel, including but not limited to: 3/14/2012; 3/14/12; 03/14/12; 14‐Mar‐12; 14‐Mar‐2012; March 14, 2012; Wednesday, March 14, 2012. If a date is entered that is not in that object's calendar's work days, the object goes to the next work day for that calendar. If missing or invalid, it may be set to its early date.
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SUPPORTED FIELDS & REQUIRED FORMAT
15
Finish Date Can be entered in any date format that is recognized by Excel, including but not limited to: 3/14/2012; 3/14/12; 03/14/12; 14‐Mar‐12; 14‐Mar‐2012; March 14, 2012; Wednesday, March 14, 2012. If a date is entered that is not in that object's calendar's work days, the object goes to the next work day for that calendar. If missing or invalid, it may be set to its early date.
Predecessor Enter as EITHER [Row #][Relationship][Lag] OR if ID's are being defined, [ID][Relationship][Lag], e.g. "12FS1" or "ABFS1". In either case "[Lag]" is optional, e.g. "12FS" or "ABFS". If ID's are being defined, row numbers can NOT be used. Possible relationships include SS, FS, FF, or SF. If the relationship or row #/ID is not recognized, the link will not be imported.
Successor Enter as EITHER [Row #][Relationship][Lag] OR if ID's are being defined, [ID][Relationship][Lag], e.g. "12FS1" or "ABFS1". In either case "[Lag]" is optional, e.g. "12FS" or "ABFS". If ID's are being defined, row numbers can NOT be used. Possible relationships include SS, FS, FF, or SF. If the relationship or row #/ID is not recognized, the link will not be imported.
Color Enter as either R,G,B (for example, 255, 50, 50) OR by name. A list of supported colors is available at www.rapidtables.com/web/color/RGB_Color.htm. If invalid or not recognized, it is set as the default color for that object.
Grid Number Enter the rid number for object placement at import from Excel. This can help control where object land on the canvas at import vs the random placement default to NetPoint.
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Download a free trail of NetPoint; Pre‐Set Excel Spreadsheets, and field
descriptionspmatechnologies.com/excel/
Learn more about NetPoint and GPM Planninghttp://pmatechnologies.com/
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