Import Tickets into Touchplan from P6 | Touchplan.io Help Center

Before You Start

Export your project data from P6 as an .xlsx file.
Create a P6 Excel Data Source in your Touchplan project.
Move the Active Line in your plan to the desired end date of the import.

Note: Touchplan allows for a maximum of 4,000 rows of data to be imported at one time. You can filter the date range in Touchplan prior to importing the file.

Import Tickets from the P6 .xlsx file into Touchplan

Step 1: Select Your Data Source

In Touchplan, start the ticket import and select the P6 Excel Data Source associated with your project. You'll then define the parameters for your import.

Step 2: Review Errors and Warnings

After uploading the file, Touchplan will check the P6 file for any errors or warnings. Review these messages before continuing with the import.

Step 3: Choose Where to Add the Tickets

Select where the imported tickets should be inserted into your plan by choosing the appropriate insertion point.

Step 4: Update Matching Tickets

This step will only appear when multiple tickets have the same External Schedule ID.

Step 5: Add Variance Reasons to Completed Tickets

You will only be prompted to go through Step 5 if a ticket from Step 4 was pinned in Touchplan.

To learn how to export tickets from a Touchplan project in a P6 format click here.