Use the import function to import work into the Kelloo planner.
Note: This article refers to projects. Depending on your configuration, you may see alternate terminology used in your environment.
To format data for import you can either download a spreadsheet template (Excel or Google Sheets) or enter the data manually.
To use the plan import the user requires all three create permissions to be set as the plan import can create new roles, resources and projects.
Finding the import option
Top right of the planner select the import option.
Import using a spreadsheet template
Select paste from spreadsheet.
Download the Excel template or take a copy of the Google Sheet template.
Enter your data into the spreadsheet.
Copy the data from the spreadsheet (including the heading row).
Paste the data into the import wizard using the paste option in your browser or the keyboard shortcut.
If you have errors in your data click back to correct the errors.
If your data has no errors, select import to start the import process.
Import using comma separated data
Select enter data manually.
Enter the data into the import box then select validate.
Select back to amend your data or import.
Import Notes
- If a role or resource does not exist they will be created for you. Currently only creation of named resources is supported via the plan import. If you are using resource groups, import them or create them using the resources page then import work using the planner import.
- If work is being imported for a resource and a resource with the same name already exists, the work will be assigned to the existing resource.
- If a start date which is not a Sunday is used, work will be imported using the previous Sunday start date.
- If work starts before today and finishes after today, the work will be split into two segments and the first segments work will be considered completed.