Importing Workspaces: Step 2 - Select File to Import

In the second step of the Import Workspace wizard, select the file that contains the workspace information you want to import. Valid file formats are Excel spreadsheet (.xls, not .xlsx) or a Comma Separated Values (.csv).  

Note: The larger your import file is, the slower the import process will be. This is especially true for imports with many workspaces or with many workspace fields. We recommend that you split large files into multiple imports.

To Import workspaces:

1. Click Browse, navigate to the .csv or .xls file and then click Open.
   The file name is displayed in the Upload File box.
2. Click Upload to upload the file to PPM.
   The file is uploaded and the name displays as the Uploaded File:
   
3. If you uploaded an .xls file with multiple worksheets, use the Select Excel Worksheet: menu to select the worksheet containing the workspace information to import. Only one worksheet can be uploaded at a time.
   
   Note: If you uploaded a .csv file or an .xls file with only one worksheet, you do not have the option to specify a worksheet.
4. Click Next Step to continue.
   Note: If Next Step is disabled, you have not completed the necessary steps to continue. For example, you may have browsed to an import file (step 1 above) but not uploaded it (step 2).

For help on the other steps in the wizard click the step name:

Step 1 - Select Workspace Type | Step 2 - Select File to Import | Step 3 - Map File Fields to Changepoint PPM Fields | Step 4 - Specify Workspace Roles | Step 5 - Map Users | Step 6 - Preview | Step 7 - Summary

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