Upload a Plan

In the current version of the app, plan files need to be in Excel and need to correspond to one of the supported file formats. Many planning apps allow you to export in Excel format but you need to ensure the right columns are in the file with the right column names in order for the file to upload.

Details on the formats can be found at link below.

Supported File Types and Mapping

Further formats will be added based on feedback and demand.

In order to upload your Excel file, follow the steps below:

• Click “Add Plan File” from the Manage Plans page.
• Select a file from your local computer.
• Choose a plan file type (Currently Default Smartsheet or Default MS Project supported).
• Give your plan a name (default name is pre-populated)
• Click Upload Plan.

If any fields are missing or invalid, you’ll see an error message which will usually identify the missing fields and the expected field name so you can adjust the column name on your input file and retry.

Once your plan is uploaded, see Create A Visual under Getting Started in the help pages.

If you have problems uploading your plan, see the Troubleshooting File Import under Importing Files in the help pages.