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Create Ticket Import Data Source
Create Ticket Import Data Source

Create a data sources to be able to use Touchplan's ticket import feature

Sarah Cusack avatar
Written by Sarah Cusack
Updated over 5 months ago

Note: projects must create a data source to link their files to prior to using the ticket import feature

To create a ticket import data source:

  1. Click on the three dotted button at the top of the Phase Plan list

  2. Select Project Settings

  3. Click Create New Data source under the Data Sources drop down menu

  4. Enter a Data Souce name

  5. Select a Data Source type from the dropdown menu

  6. Enter a WBS Separator

    Note: a WBS Separator is only needed for a P6 data source. It is not needed for a Touchplan Template data source.

  7. Select Save

For more information on how to import tickets into Touchplan in a P6 Excel format click here. For more information on how to import tickets into Touchplan in a Touchplan Excel format click here.

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