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:

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:
  Username,"Plan item type","Plan item key","Plan item description"
  habib,issue,"TO-15","As an IOS user I need to be able
  to see reports about my usage"
- 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:
```
Username,"Plan item type","Plan item key","Plan item name","Plan summary"
habib,issue,"TO-15",,
```
  The following data is invalid, because the final two commas are missing:
```
Username,"Plan item type","Plan item key","Plan item name","Plan summary"
habib,issue,"TO-15"
```
- 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.

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

Tip

You are not required to change the field names (column headers) in the .csv file to match the Tempo Capacity Planner field names because, in a later step, you map the .csv fields to the Tempo Capacity Planner fields.

Tempo Capacity Planner Fields

Field Possible values Examples of values Explanation

User or team row

```
user
```
```
team
```

In Tempo Capacity Planner, on the team members timeline, the top row is the team row. The other rows are user rows, which correspond to individual JIRA users.

Type and position of plan	User or team row field
A team plan in the team row	team
Copy of a team plan in a user row	user
An individual plan in a user row	user

Planned for (team ID or username)

```
habib
```
```
5
```

The JIRA username of the team member whom the work is planned for or, in the case of team plans, the team ID (a number).

Tip

When you import data later in this procedure, the following rules are applied:

If a username from the .csv file is a JIRA username, but the user is not a member of the team that you are importing plans for, the user is added to the team
If a username from the .csv file does not match a JIRA username, a new row is added to the team members timeline for a future user.
All team IDs change to the team ID of the team that you are importing plans for. You can know the team ID of the team that you are importing plans for from the URL of the team members timeline in Tempo Capacity Planner.

Plan item type

```
issue
```
```
project
```
```
component
```
```
version
```
```
sprint
```

Plan summary

"Preparatory work"

In Tempo Capacity Planner, if a plan has a plan summary, the plan summary is displayed on the plan on the timeline.

Planned time (fraction of each working day)

"0.75"

In the 'Plan details' sidebar in Tempo Capacity Planner, the planned time is shown as a percentage of the working day. However, in the .csv file, the planned time must be shown as a decimal fraction. For example:

Planned time
'Plan details' sidebar in Tempo Capacity Planner	.csv file
50%	0.5
75%	0.75
100%	1

Start

"2016-04-11"

The start date of the plan.
All dates in the .csv file must have a consistent format. Ensure that the format conforms with one of the formats in the JAVA standards. Later in this procedure, you specify in Tempo Capacity Planner the date format that you used in the .csv file.

End

"2016-04-14"

The end date of the plan.

All dates in the .csv file must have a consistent format. Ensure that the format conforms with one of the formats in the JAVA standards. Later in this procedure, you specify in Tempo Capacity Planner the date format that you used in the .csv file.

Repeated instance of a plan

```
FALSE
```
any value
empty field

Type of plan	Repeated instance of a plan field	Note
A single plan that is not repeated	FALSE
The first plan in a series of repeated plans	FALSE	Although the plan is repeated, the plan is the original plan, not a repeated instance.
Part of a series of repeated plans but not the first plan in the series	empty field or any value other than `FALSE`	As long as the value is not `FALSE`, the value is ignored in the import process and effectively becomes `TRUE` in Tempo Capacity Planner.

Repeat frequency

```
NEVER
```
```
WEEKLY
```
```
"EVERY TWO WEEKS"
```
```
MONTHLY
```
any value
empty field

Type of plan	Repeat frequency field	Note
A single plan that is not repeated	NEVER
The first plan in a series of repeated plans	WEEKLY, "EVERY TWO WEEKS", or MONTHLY
Part of a series of repeated plans but not the first plan in the series	empty field, or `NEVER`, or any value other than the values in the above row	If the value is not one of the values `NEVER`, `WEEKLY`, "`EVERY TWO WEEKS"`, or `MONTHLY`, the value is ignored in the import process and effectively becomes `NEVER` in Tempo Capacity Planner. The logic is that, although the first plan is repeated one or more times, the repeated instances are not repeated.

Repeat until

"2016-05-25"

If the plan is the first plan in a series of repeated plans, the Repeat until field indicates the latest possible start date of a repeated plan.

All dates in the .csv file must have a consistent format. Ensure that the format conforms with one of the formats in the JAVA standards. Later in this procedure, you specify in Tempo Capacity Planner the date format that you used in the .csv file.

User row of a team plan (team ID)

```
5
```
empty field

In Tempo Capacity Planner, on the team members timeline, any plan that is created on the first row (that is, the team row) is also displayed on each user row (unless the user's individual plans take up the whole working day). Each user-row instance of a team plan is considered to be a plan and must have a separate line in the data of the .csv file.

Type and position of plan	User row of a team plan (team ID) field
A team plan in the team row	empty field
Copy of a team plan in a user row	Team ID
An individual plan in a user row	empty field

Tips

When you import data later in this procedure, all team IDs change to the team ID of the team that you are importing plans for. You can know the team ID of the team that you are importing plans for from the URL of the team members timeline in Tempo Capacity Planner.

Plan item ID

The ID number of the JIRA issue, project, component, version, or sprint that is planned.

Tip

If the Plan item ID field is empty for a plan in the .csv file, or if the field contains an ID that is not the ID of any JIRA issue, project, component, version, or sprint, you can still import the plan into Tempo Capacity Planner, but the plan will not be associated with a plan item. In Tempo Capacity Planner, you can associate the plan with a plan item by editing the plan.

In Tempo Capacity Planner, go to the team members timeline of the team that you want to import plans for.
On the menu bar that is immediately above the timeline, click the three-dots icon > Import data.
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
Click Next.
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.
Tip
Your .csv file might contain extra fields, which are not imported into Tempo Capacity Planner.
Click Import.

The plans from the .csv file are imported into Tempo Capacity Planner.
Tip
Messages are displayed that indicate the number of rows that were processed and the number of rows that were imported successfully.
These messages refer to rows in the .csv file. The number of rows does not count the following rows:
- Rows that are repeated instances of a plan
- Rows that correspond to user rows of a team plan
If an error message is displayed, see the related topic about error messages below.

Help Center - Planner (DC)

Importing plans from a CSV file

Required permission

Before you begin

Procedure

Tempo Capacity Planner Fields

Related topic