Importing plans from a CSV file

You can import plans to the team members timeline from a comma-separated values (.csv) file that, for example, you exported from other software, such as spreadsheet software.

Required permission

Plan Time permission for the team

Before you begin

If Tempo Capacity Planner contains data, back up the data by backing up your JIRA data.

Procedure

To import plans from a .csv file, complete the following steps:

1. Ensure that the data in the .csv file obeys the following format rules:

   • Commas separate fields on each line of the data.

   • The first row of data in the file corresponds to a table row of column headers.

   • Field content that contains special characters, such as a space, a line break, or a comma, is between double quotation marks: "..."

     For example, Tempo Capacity Planner treats the following .csv file as a valid file with one row of column headers followed by a single record:

   • The first row contains no punctuation other than field separators and the double quotation marks that were described earlier.

   • Commas as field separators are not omitted when a field contains no data.

     For example, the two commas at the end of the second line of the following data are correct:

     The following data is invalid, because the final two commas are missing:

   • If field content contains double quotation marks, the double quotation marks in the content are doubled.

     For example:

     "Develop prototype for customer ""A"" in Malaysia."
     
     When this example is imported, the following data is displayed in Tempo Capacity Planner:
     Develop prototype for customer "A" in Malaysia.
      

2. Ensure that the .csv file contains fields that correspond to the following Tempo Capacity Planner fields.

   Tempo Capacity Planner Fields

             

3. In Tempo Capacity Planner, go to the team members timeline of the team that you want to import plans for.

4. On the menu bar that is immediately above the timeline, click the three-dots icon 

   Open

   

   > Import data.

5. In the Import Plans window, browse for the .csv file, and fill in the requested information:
   
   Date Format

   • Type the format that is used for dates in the .csv file; for example, dd-MM-yyyy or MM/dd/yyyy. Ensure that you type the same date separator that is used in the .csv file; for example, - or /

   
   Grouping Separator

   • The character that is used in the .csv file to separate groups of thousands in a number. For example, in the following number, the grouping separator is a comma: 9,999,999.99

   
   Decimal Separator

   • The character that is used in the .csv file to separate the integer part of decimal numbers from the fractional part. For example, in the following number, the decimal separator is a dot: 9,999,999.99

   •     

6. Click Next.

7. In the 'Import Plans: Map Fields' window, in the Tempo Capacity Planner Field column, select the Tempo Capacity Planner fields that match the fields from the .csv file.

8. Click Import.
   
   The plans from the .csv file are imported into Tempo Capacity Planner.

Related topic

Error messages about importing plans