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.