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Create Ticket Import Data Source Using a MS Project Excel File

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

Written by Sarah Cusack
Updated today

To create a MS Project ticket import data source:

  1. Click on the three dotted button next to your Project Name

  2. Select Project Settings

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

  4. Enter a Data Souce name (ex. MS Project)

  5. Select ‘MS Project Excel’ under the Data Source Type dropdown menu

  6. Select a Data Source Date Format from the drop down menu

  7. (Optional) Enter in a WBS Separator if you would like, however this is not needed for a MS Project Excel data source.

  8. Click 'Save'

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

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