Importing Folders (CSV)

Things to know before you start:

  • You must be a Project Admin

  • If you also connect your Master Schedule to your Project, remember that P6 imports use the Code property to map your WBS to the related Aphex Folder

For users wanting their Folder system to follow an external structure, the Folder importer allows the Folder system to be created from a CSV or any spreadsheet format.

Prepare your Import

The Folder importer supports a simple CSV or table-formatted data structure. In order to create new Folders, the tool requires both a Folder Code and Folder Name to be assigned and mapped.

The importer will autocomplete branches where they are missing in the source file.

For example, a Folder Code imported as East.123.A.1 will automatically create the parent nodes of East, East.123, and East.123.A if they are not included in either the source file or the existing Aphex project.

Formatting your Import

The importer supports any CSV export from other planning tools. If your existing planning system does not support a Folder system export, you can also copy the Folder Code and name directly from the interface and paste it into our example CSV template below.

Running an Import

You can initiate an Import from the Folders page within your project in Aphex Planner.

  • Navigate to the Folders page

  • Select Import

  • Choose either Upload a file or Copy and paste

  • Add your data (upload CSV or copy and paste)

  • Map both the Folder Code and Name fields

  • Review your data

  • Complete the Import

The importer will automatically warn of and exclude any Folder codes that are duplicates of existing WBS codes in the import file or the existing Aphex project.

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