[ENOVIA] How to Import and Export Projects in Project Planner

Introduction

Project Planner provides you with the capability to export and import projects.

Importing allows you to: 

👉 Transform static files into dynamic online projects

👉 Create new plans in a much faster way

👉 Use a file as a template to set up projects without having to start from scratch every time

👉 Export projects to work on the project offline and import it back to the platform to make incremental updates

How to Import a Project

To import a project available in a CSV format:

  • Select the ‘Import Project’ on the Project Planning homepage
  • Browse and select the CSV file
  • Select ‘ Import as a new project’ if you want to create a new project
  • Select ‘Update existing project’ if you did offline modifications in the CSV file and you want to update the existing project


Click here to access the full tip, shared by @AL in the ENOVIA User Community!

Edu ​​​​​​​ENOVIA ​​​​​​​