In addition to the .CSV Import option, you can also import an .XER file, which will automatically map certain fields for you.
To begin the import process and take full advantage of the .XER import features, we advise that you have a few things prepared in the Workspace:
- Add the Anchor Date to your Pull Plan
- Add the necessary amount of Swimlanes to the Plan and make sure their Labels have a corresponding category in the .XER file (see this article for setting up Swimlane Labels)
To begin the .XER importing process, you can either click the Import button on the top left corner of the Workspace or drag and drop your .XER file directly into the Workspace.
Figure 1. Using the Place on Plan option in the Import Window and using Clean up & resize in the Swimlane options.
- Import: Hoylu will import Tasks in a straight, diagonal line for you to manually drag and drop to different locations in the Workspace
- Place on Plan: Hoylu will import the Tasks directly into the locations as specified in the .XER file
If you would like to control the Swimlane options to have the Tasks sorted automatically into different Swimlanes, you must open the Control Center to the Import section. Once that is open, drag and drop the .XER file into the section and the window will automatically adjust, as depicted in Figure 2.
Figure 2. Drag and drop an .XER file into the Import section to adjust how Hoylu will automatically place Tasks into corresponding Swimlanes, based on Team or Label.
Trace or Hide Dependency Lines
The Upstream Connections and Downstream Connections from the .CSV file will be visualized in Hoylu by a dashed and dotted line, but they will not act like Hoylu Connections when the connected Tasks move into some form of a conflicted state. You must Trace the Connections.
Figure 3. Trace Connections.
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Click on the Connection Icon on the top left corner of any Imported Task
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Click on the Trace icon to the right of a Connected Task in the Connections Menu
- Click on the checkbox to Trace all imported connection lines if desired
😎 Pro Tip: If you want to hide the Imported Connections after you Trace them, use the Control Center to set all Imported Connections to Never. This can help if you want to re-draw the dependencies as well. See this article for more information.
Figure 4. Ignore imported dependency lines on load.
In case the file has a lot of dependencies or predecessor/successor relationships, you have the option to ignore the dependencies when loading the file in order to reduce the loading time of the imported file.
- In the Control Center, select the Connections section
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Navigate to Connection Visibility
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Click on the dropdown for Imported Connections
- Select the Ignore on Load option
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