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Planview Customer Success Center

Importing logs

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You can import logs to Logbook using templates, which are Excel worksheets that have columns for the attributes included in the log type. A template is created automatically for each log type that is created. You first download a template, add the log data to it, and then import the data.

Each template includes the following worksheet tabs:

  • Instructions tab – provides a list of the log type attributes, including information describing the attributes and the formats for the values, and specifies which attributes are required
  • [Log type name] tab – includes a column for each of the log type attributes
  1. In the upper right corner of Logbook, click More options ellipsis_CC.png > Import from Excel. The Import from Excel dialog appears.
  2. Download the template for the log type that matches the logs to be imported by clicking the Templates button and then selecting the template .
  3. Open the template file and review the information in the Instructions tab. 
  4. To add the log data:
    1. Click the tab named after the template file. 
    2. Enter a row of data for each log. Make sure that the values you enter are in the proper column and formatted correctly, and that you enter values for the required attributes.
    3. When you are finished adding the log data, save the template file.
  5. Upload the template file by clicking the Import button on the Import from Excel dialog. An email notification is sent to you when the template file has been processed.
  6. Review the email notification to confirm that the logs were imported.