Import

Rillsoft Project takes over project data from other sources through File > Import. Supported formats are MS Project XML, text files in CSV format, XML for web, and GAEB.

Import menu in Rillsoft Project

Supported Formats

Format

Use

MS Project XML

Import of projects that were saved in MS Project in XML format. Resources are assigned to the resource types in Rillsoft Project during import.

Text file in CSV format

Import of simple planning data: project structure, names, start and finish dates, user-defined fields (up to 20).

XML for web

Import of XML files previously created via File > Export > XML.

GAEB

Import of tender data in GAEB 90, GAEB 2000, and GAEB DA XML format. Typical for construction and tendering contexts.

Import MS Project XML

Prerequisite: the MS Project project is available as an XML file (in MS Project: File > Save as, file type XML format (*.xml)).

Steps:

  1. In Rillsoft Project, click File > Import > MS Project XML.

  2. Select the XML file and click Open.

  3. The Import resources dialog shows the resources from the XML file. Assign each resource to a resource type.

Assign resources from MS Project XML to the resource types

Resource types in the assignment dialog:

Resource type

Meaning in Rillsoft Project

Roles

Professional qualifications entered as demand on the activity.

Teams

Groups of employees with shared capacity.

Employees

Concrete persons with their own calendar and availability.

Machine types

Types of equipment or machines.

Machine park

Individual machines or devices assigned to a machine type.

Assign all resources at once: click Mark all as: Roles (or another resource type) if all imported resources are to receive the same type.

  1. Click OK.

Result: the project is open in Rillsoft Project. Check the project structure, resource assignments, and calendars after the import.

Import A Text File In CSV Format

The CSV format supports two variants for the project structure:

Variant

Structure

Variant 1 - WBS code

Each row contains one activity. The hierarchy is determined from a WBS code column (for example 1, 1.1, 1.2).

Variant 2 - column grouping

Several activities per row. The hierarchy is created by several text columns (for example branch → service group → subgroup → activity).

Example variant 1 (WBS code):

WBS;Name;Start;Finish
1;Subproject A;25.08.2024 08:00;05.09.2024 17:00
1.1;Activity 1;25.08.2024 08:00;29.08.2024 17:00
1.2;Activity 2;28.08.2024 08:00;03.09.2024 17:00

Step 1 - import dialog:

  1. Click File > Import > Text file in CSV format.

CSV import - step 1

Field / option

Meaning

First row contains only headings, do not import

Enable when the first row contains the column labels and should not be imported as an activity.

Separator for columns

Column separator in the CSV file (for example semicolon, comma, tab).

Date and time format

Format for date and time entries in the file (for example DD.MM.YYYY HH:MM).

Structure plan variant

Select variant 1 (WBS code) or variant 2 (column grouping).

  1. Click Next.

Step 2 - column mapping:

CSV import - step 2: column mapping

  1. In the Assignment column, assign a project property to each data column (for example column Name → property Activity name, column Start → Start date).

  2. Click Finish.

Importable fields:

  • project structure (subprojects, activities)

  • names of the subprojects and activities

  • start and finish dates

  • user-defined fields (up to 20)

Import XML For Web

File > Import > XML for web reads files created via File > Export > XML. This path is used for exchange between Rillsoft Project installations or for archiving and restoring projects.

Steps:

  1. Click File > Import > XML for web.

  2. Select the XML file.

  3. Click Open.

Import GAEB

File > Import > GAEB reads tenders in the formats GAEB 90, GAEB 2000, and GAEB DA XML. The imported items appear as activities in the Gantt chart.

Steps:

  1. Click File > Import > GAEB.

  2. Select the GAEB file.

  3. Click Open.

Check After Import

Check the following points after every import:

Check point

What to check?

Project structure

Subprojects and activities in the correct hierarchy?

Dates and durations

Start and finish dates taken over correctly?

Resource types

Roles, teams, employees, machines assigned correctly?

Calendars

Working time and non-working days plausible?

Links

Dependencies between activities correct?

Capacity effect

Resource assignments have the correct effect on the utilisation?