Imports and Exports
Import Types
You can import your programme if your Tasks already exist outside of Aphex.
There are two supported file types, XML and CSV:
| .xml | .csv (copy + paste) | |
|---|---|---|
Task Name | ✓ | ✓ |
Start / End Dates | ✓ | ✓ |
Packages | - | ✓ |
Folder Codes | ✓ | ✓ |
Subcontractor | ✓ | ✓ |
Calendars | ✓ | - |
Shift | Assigned based on the activity's start / end time in P6 | ✓ |
Relationship Links | ✓ | - |
Owner | ✓ | - |
Location | ✓ | - |
Activity ID | ✓ | - |
.XML
Your import file must be exported from Primavera P6, Microsoft Project or Asta PowerProject in order to be in the correct format for import.
There is a limit of 200 working days for Tasks that are included in the Master Schedule Import, Tasks that exceed this will not be imported.
Existing Tasks
Once a Task has been imported, it's treated as the most up-to-date version, meaning that if it is imported again, the Task won't be overwritten. Only new Tasks are included in imports - imported Tasks that match an external ID that already exists within the plan are ignored.
Importing Tasks from Microsoft Project follows a similar logic, however the external ID is generated differently as Microsoft Project files tend to follow the same ID structure:
This allows multiple different Microsoft Project files to be imported as each should have a different set of IDs.
When new Tasks are imported, the system will check against existing Tasks to find any predecessors.
Project Assets
You can include Location, Owner and Subcontractor in your .xml import.
If the imported Project Asset already exists within the Project, imported Tasks will be assigned to the existing asset. If the imported Project Asset doesn’t exist in the Project, it will be created and assigned to the relevant Tasks.
You can import Owners of Tasks so that imported Tasks are pre-assigned to an Owner.
If the email address that owns an imported Task is not a User on the Project, the User will be added to the Project as a user and will receive an email informing them of this.
Milestones
Milestones imported from P6 or MS Project will automatically be converted to 0 day Milestone Tasks in Aphex. Imported Milestones will always be created without Target Dates. If needed, Target Dates can be added to Milestones once imported.
Calendars
Any custom calendars assigned to imported tasks will automatically be created during the import.
From the date of the import, all working & non-working day exceptions that fall within one year forward and one year back, will be added to the calendar created in Aphex.
As the shortest Task duration in Aphex is one day, hourly calendars cannot be imported or created in Aphex.
Shift
Tasks imported from P6 will be assigned the shift Day, Night, or All based on the start and finish time of the Task.
| Shift | Task planned to start and finish between |
|---|---|
Day | 06:00:00 - 17:59:00 |
Night | 18:00:00 - 05:59:00 |
All | 06:00:00 - 17:59:00 AND 18:00:00 - 05:59:00 |
.CSV
Your import file can be exported from spreadsheet programmes that support .csv exports, including Microsoft Excel and Google Sheets.
Tasks imported from a CSV file will be automatically assigned to the Project default calendar.
Data from spreadsheets can also be copy and pasted into Aphex during Project setup.
Migrate Tasks to Existing Projects
Tasks imported from a CSV file will be automatically assigned to the User that imported them, with Project’s default calendar.
Every single Task in the uploaded .csv file will be imported. If the same file is imported more than once, all Tasks will be created again, and will not replace the original Tasks.
If the Subcontractor assigned to an imported Task already exists in the Project, it will be pre-assigned to the imported Task. If the Subcontractor assigned to an imported Task doesn’t currently exist in the Project:
Project Admins - Subcontractor is created and pre-assigned to the imported Tasks
Standard Project member - The Task will be imported with no Subcontractor, no new Subcontractor will be created
Packages assigned to imported Tasks will always create new Packages on the Project. The created package will be a Public Package and will be owned by the user that imported the Tasks.
Import Folders
The Folder structure created in Aphex will reflect the order of the Folder codes in the .CSV import file. If imported Folders are branches of an existing branch that already has children, the new Folders will be added below existing ones.
Imported Folders will be created with the Default protected state.
Folder codes are unique. Folders will not be imported if their Folder code:
Already exists within the Project's Folder System
Appears more than once in the import
Export
Live Plan
You can export data from Gantt, Map, Board & List enabling you to pull live data from within Aphex. The data included in the CSV is defined by active Filters & Dates selected at the time of export.
Download Data will download a compressed file containing two CSV files, one contains your Project’s Tasks, the other contains delay data.
Published Versions
You can export data from a Published Version to input the data into a Project management/analysis tool. The data included in the CSV is defined by active Filters & Dates selected at the time of export.
Download Data will download a compressed file containing two CSV files, one contains your Project’s Tasks, the other contains delay data.
Resources
Resource Data can be exported from the resource overlay section. The data included in the CSV is defined by active Filters, Dates & Resource Type selected on the Resource Overlay at the time of export.
Download Data will download a compressed file containing two CSV files, one contains your Project Utilisation (Daily Quantities) and the other contains Total Task Utilisation (amount of tasks those resources are allocated to each day)
Export Folders
Exporting a Project's Folder structure will generate a downloadable CSV file with two columns for each Folder's name and code.
Export Blockers
Blockers can be exported from the live Gantt, using the Blockers Panel.
Exporting Blockers will generate a CSV containing all Blockers that are visible in the user's Blockers Panel at the time of export. Blockers that are not shown in the panel will not be included in the output.
Export Milestones
Milestones can be exported from the live Gantt, using the Milestone Summary Panel.
Exporting Milestone will generate a CSV containing all Milestones that are visible in the user's Milestone Summary Panel.
The 'Comparison End Date' column will be based on what the User has selected in the ‘Compare To’ menu at the time of export.
Milestones that are not shown in the panel will not be included in the output.
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