Project Dashboard CSV Format
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Project Dashboard Fields


You can import and export the configuration of your project dashboards very easily using the CSV format specified here.


Note: When importing you can specify whether to add/update records to a project dashboard, or to set the list of records to match exactly what is in the import file.  To do this you use an import file directive of the form:


#project-dashboard:update


or


#project-dashboard:set


The directive must be the first line of the import file and must be the only text on that line.  The import file header should immediately follow it.


When importing new dashboard items the Actual Work field will be updated for each new item.  This can be time consuming for large systems so you may want to wait to do your project dashboard imports during off-peak times if you have large import files (more than 100 records).


The following fields can be exported/imported:


Field

Description

Format

Position

The position or row number of the dashboard item, from 1.  This is optional for importing - if you omit this column then the position of each item will be automatically computed based on the order of the records in the import file.

Integer (from 1)

Project

The name of the project for this dashboard item. When importing dashboard records either this or the Project.ID value is required.

Text (80 chars max)

Project.ID

The ID of the project for this dashboard item. When importing dashboard records either this or the Project (name) value is required.

Text (80 chars max)

Task Group

The name of the task group for this dashboard item. Either this or the Task Group.ID can be specified. Both Task Group and Task are optional, but both WBS levels cannot be blank (a dashboard item cannot have a blank task group and task).

Text (80 chars max)

Task Group.ID

The ID of the task group for this dashboard item. Either this or the Task Group (name) can be specified. Both Task Group and Task are optional, but both WBS levels cannot be blank (a dashboard item cannot have a blank task group and task).

Text (80 chars max)

Task

The name of the task for this dashboard item. Either this or the Task.ID can be specified. Both Task Group and Task are optional, but both WBS levels cannot be blank (a dashboard item cannot have a blank task group and task).

Text (80 chars max)

Task.ID

The ID of the task for this dashboard item. Either this or the Task (name) can be specified. Both Task Group and Task are optional, but both WBS levels cannot be blank (a dashboard item cannot have a blank task group and task).

Text (80 chars max)

Status

The status or progress of this dashboard item, e.g. "Started", or "On Hold". The values for this can be configured by editing any project dashboard and clicking the "Options" link on that page.

Text (80 chars max)

Planned Start Date

Planned dashboard item start date.

Date

Planned Finished Date

Planned dashboard item finish or end date.

Date

Planned Work

Planned number of hours/days to complete this dashboard item. You can specify whether the units are hours or days from the Projects > Project Options page.

Number

Actual Start Date

Actual dashboard item start date.

Date

Actual Finished Date

Actual dashboard item finish or end date.

Date

Actual Work

The actual number of hours/days recorded against this dashboard item. This value is exported, but ignored on import as the system automatically updates this value nightly (or when you choose 'Refresh' from the tools menu on a project dashboard). You can specify whether the units are hours or days from the Projects > Project Options page.


Note that when importing a new dashboard item this value will be updated immediately.

Number

Percent Complete

If Planned Work is non-blank and non-zero then this value is computed as 100 * (Actual Work) / (Planned Work). This value is exported, but ignored on import as the system automatically computes this value.

Number

Notes

Notes about this dashboard item.

Text (2000 chars max)