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.
Folder Code
A period-separated code (sometimes called WBS path)
Example; East.123.A.1
This would be imported as
East
123
A
1
Folder Name
Any String
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.
Last updated