CSV File (Excel)
Make sure your exported file is in CSV format. Typically, you can export your master schedule to excel. Once you have the excel file you may need to ‘save as’ to a CSV format.
Once you have your CSV file it should look something like this:
Tip: Headers should include something like Task ID, Crewsize, Descriptions, Task title, Duration and/or Task Start and End Date.
Drag and Drop
Once we have the file, we can get ready to drag and drop it into Hoylu, but first make sure that you have added the correct timeline to your workspace. If you don’t have the timeline then the task will not be able to be dropped on the specific dates.
Once the correct timeline has been added lets drop in our file into the Hoylu Workspace.
As soon are you drop the file you will be prompted to begin mapping the fields.
Once you map the fields, click save mapping.
CSV Import Screen
Now the CSV Import screen will appear and you can now select and filter your tasks to add to the plan.
There are two options when adding to the plan (100 tasks at a time)
- This will drop your tasks below in no particular order but this will allow you to place them manually
- Place on Plan
- This will place the tasks directly on the plan in the correct dates.
Once the tasks have been added you can open the CSV import screen again by clicking on the CSV import menu in the top left corner of your screen.
From here you can continue to add additional tasks from the original CSV file
If you get to a point where you would like to add a different CSV file. You can remove the mapping and re-map the fields by going to the task inbox – Settings – CSV Import Settings – Then ‘Remove Mapping’
During the data import process, we’ve now added a “Date Format Set up.” When selecting the Start Date, you can now set up the date format with another 15 date options. This gives clients the ability to use date format options outside of the American date format (DD/MM/YYYY). The import process will automatically set to the format used in your file, but if it doesn’t automatically set, you’ll have the option to create the format manually.
✏️Note: If you are importing multiple years of tickets for a Pull Plan, be sure to extend your plan into the years your tickets were created for so they import accordingly.
Here is a list of “tokens” that can be utilized in creating the date format of your choice:
Table of Tokens
You can view additional tokens here.
You can now filter data brought in during the import process. To utilize this feature, when importing data, you can filter by Trade, Title, Days, and even Start or End Dates. Once you filter the data, you can then select all the tasks you’d like imported and select “Place on plan.”
If importing and filtering by Trade, the import paths will import with the associated Trade colors.
CSV Imports – Mapping
Our newest feature in this release is the imports of CSV files. In beta form, we will continue to build out multiple use cases and mappings. We’ll gradually be improving the mapping and parsing of the information.
You can take your selected CSV file and drag it into your Pull Planning workspace using the drag and drop feature. From there, a new settings box will automatically pop up. The first time you import a file, you’ll see a list of fields available, which include:Import ID, Title, Trade, Link, Description, Days, People, Start Date, and End Date.
Each field will display a drop-down box. When selecting the drop-down box, you’ll see which fields are available in the CSV file.
For the Import ID– this is a hidden field that is not exposed in the task. Import ID is currently a standing field, which is in preparation for future functionality of the CSV Imports. You will still want to map this to a task code (or whichever field you identify as a task within the CSV file).
You’ll continue to map out each of the areas as it relates to your CSV file.
If selecting both a Start Date and End Date, the Days field, which calculates the duration length,will become inaccessible. If you leave theEnd Dateout, the Days field will become accessible, and the End Date will be inaccessible. The beta version has a limited set of supported date formats, so our recommendation for now, is to use the ISO format, YYYY-MM-DD.
Once the initial mapping is set up, a Task Importbox will pop up, allowing you to finetune what you’d like to import into the Pull Planning workspace. These can be filtered based on your selected columns.
Imported connections are drawn automatically with a dashed line and are shown as special connections. You can still make your own additional connections as needed. You can choose whether to always show, only show on hover, or never show the imported connections. Imported tasks are marked with their import ID in brackets to help locate them. The warning if some tasks are not in the correct swim lane will only appear if the lines have been fully traced and you can click the warning label to fix them.
Trace CSV. Connections
We've automated the process of retracing virtual connections with the Trace feature. You can do this for all imported connections or one by one.
If you'd like to avoid seeing those trace lines, you have the ability to disable the feature by:
1) Go to your Control Center
2) Click on the Connections Panel
3) Set the Imported Connections under "Connection Visibility" to "Never" or "On Hover/Selected."