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Scheduling & staffing · Schedule

Import and export

Open schedule files, import a spreadsheet, export PDFs, pictures, CSV, Excel and calendars, and choose what goes in the calendar.

Everything here is under Import / Export ▾ on the right of the toolbar. Import is on the left of the panel and Export on the right.

Import #

Open a schedule file #

Click Open a file from this computer… and pick a .schedule.json file.

In Chrome and Edge you work in the file itself: changes save back into it as you go. In other browsers the file opens, and you download it again to keep your changes. See Local only.

Copy a file into this browser #

Click Schedule file → copy into this browser and pick a .schedule.json file. It opens as a new scheme kept in this browser. The file itself isn't changed.

Import a spreadsheet #

Click From a spreadsheet (CSV / Excel paste)…. The import runs in your browser, and it makes a new scheme. Nothing is saved until you import it.

  1. Get it into the template. If your schedule needs reformatting, click ⇩ Template (.csv) and ⇩ Rules document (.md). Give both to an AI assistant you trust, with your schedule, and have it fill in the template. You can also do it by hand. If you already have a CSV from Excel, P6, MS Project or a Schedule export, skip this step.
  2. Upload or paste it. Click Choose a .csv file…, or paste rows straight from Excel and click Read the pasted rows.
  3. Check the columns and the preview. Name the schedule and pick how to read dates (US — month/day/year or day/month/year). Check which column goes to which field. Only Task name is required. The preview shows the first rows with their dates worked out, plus notes on anything that didn't come in.
  4. Click Import … tasks as a new scheme.

What the import understands:

  • Predecessors as codes or task names, with lags written like "Design (+5d)" or the P6 / MS Project way, like "A1010FS+5d".
  • Start-to-start and finish-to-finish links come in as finish-to-start, the only link type Schedule has. The notes list them so you can check those dates.
  • A row with only a start and a finish gets the working days between them as its duration. A row with the same start and finish and no duration becomes a milestone.
  • A start date only holds when the row has no predecessors. Otherwise the dependencies place the task, as they do in the app.
  • Rows without a task name, predecessors that match nothing, and links that would make a loop are left out, and the notes say so.

Export #

Some export items are off depending on your access to the schedule. Each one says what unlocks it. See Exports.

Schedule files #

  • Save as a file on this computer…: pick where to save it. The file becomes the schedule's home: it saves as you work, and Open a file brings it back. This shows in Chrome and Edge, for schedules that aren't in a project.
  • Save to "…": shows when the schedule already lives in a file.
  • Download a copy (.schedule.json): a one-time copy to keep or send. Later edits don't go into it.

PDF, PNG and JPG #

Click PDF / PNG / JPG… to save the current view as it looks on screen, with its filters, folded groups and look-ahead.

  1. Pick a Format: PDF, PNG or JPG.
  2. Pick a Page size, from Letter up to Arch E, or Fit to content (no page).
  3. For a page size, pick the Orientation and the Resolution (150 dpi or 300 dpi).
  4. Leave Title block ticked to print the schedule's name, project window and export date (and the snapshot label, if you're viewing one).
  5. Click Export PDF (or PNG, or JPG).

Exports always use light colors, whatever theme you're using.

CSV and Excel #

  • CSV spreadsheet: every task, for Excel.
  • Excel workbook (.xlsx): the same, with numbers ready to sum.

The columns are ID Code, Group, Task, Start, End, Duration (days), Milestone, Depends On, Assignees, Tags and Notes. Step Of and the progress columns appear once the schedule uses them. Lags ride along in Depends On, like "Design (+5d)". These are the same columns the spreadsheet import reads, so an export can come back in.

Calendar file #

Milestones → Outlook (.ics) downloads the calendar items as a file. In Outlook, use Add calendar → Upload from file.

It's a one-time import: it won't update when the schedule changes. For a calendar that follows changes, subscribe to the schedule's calendar feed. See Schedule calendar feeds.

While sub-milestones are hidden, the CSV, Excel and calendar file leave them out.

Calendar contents #

Calendar contents… sets what goes in the schedule's calendar: both the calendar subscription and the calendar file download.

By default the calendar holds every milestone, but not sub-milestones. You can change that item by item:

  • Tick any task to add it. A task that spans several days shows across those days.
  • Untick a milestone to take it out.

Each item goes in with its name and dates, and with its tags and notes as the event's description.

Find items in the list #

  • In the calendar, Not in it and Everything switch which items the list shows.
  • From today on hides items that are already over.
  • Find… searches by code, name and group.

Items you changed say added by you or taken out by you. Hidden tasks are marked hidden in the views: hiding a task doesn't take it out of the calendar.

To undo every choice, click Back to the default.

The choice is saved with the schedule. Subscribed calendars pick it up the next time they check, usually within a few hours.