Import & Export

Overview

The Import & Export page handles all data movement into and out of Dash360. The Import tab loads data from Excel files; the Export tab generates Excel files and other outputs, with large exports processed asynchronously via the Lambda export system.

Permissions

Administrator role required.

Import

How Importing Works

Select a data type from the dropdown.
Download the template: an Excel file with the correct columns and a “Data” worksheet.
Fill in the template with your data.
Set the import options (see Import Options below).
Select your completed file and click Import File. The file uploads to S3, then Dash360 reads the column headers and opens the Field Mapping Modal.
In the mapping modal, match each database field to the appropriate column from your file, then click Import.
Review the result message: shows how many records were processed. If any rows fail validation, an error message lists the failures and nothing is committed.

Imports are all-or-nothing: if any row fails validation, the entire import is aborted and no records are changed.

Import Options

Option	Description
First Row Has Headers	Check if your file’s first row contains column labels. Recommended; Dash360 uses the headers to auto-map fields in the mapping step.
Delete Existing Data	When checked, deletes matching records before importing. Use with caution; this is a destructive option that removes existing data before the new data is loaded.
When Deleting Tasks, Also Delete Resource Assignment References	(Schedule imports only) When importing a schedule that removes tasks, also remove the resource assignment links that referenced those removed tasks.
When Importing Schedule without Weights, Maintain Existing Weights	(Schedule imports only) Keep existing activity weight percentages on resource assignments rather than overwriting them. This option defaults to checked.

Delete Existing Data permanently removes matching records before the import runs. This cannot be undone. Use it only when you intend to replace existing data, not supplement it.

After you select a file and click Import File, the file uploads and the Field Mapping Modal opens. The modal shows a two-column table:

Column	Description
Database Field	The field name in Dash360 that needs a value
Uploaded File Column Name	A dropdown listing every column header found in your uploaded file

Dash360 automatically pre-selects a column from your file when the column header matches the database field name (case-insensitive). Fields with no auto-matched column are highlighted with a red border; these require manual selection before you can proceed. For Schedule imports, the modal includes a Custom Fields section below the standard fields. This lets you map custom activity fields from your schedule file that are not standard Dash360 fields. Enter the custom field name and click Add to add a mapping row. After mapping all fields, click Import to process the file. The modal closes and a success or error message appears.

Import Result

After a successful import, a message shows the number of records processed (e.g., “47 record(s) processed for Resource Assignments”). If the import generates duplicates, a Duplicate Report link appears alongside the success message. Click it to download a report listing all duplicate records that were detected.

Actual Resource Assignments; Earned Mapping

When importing Actual Resource Assignments, an additional step follows the standard import: the Earned RA Mapping Screen. This screen appears because each earned (actual) resource assignment must be linked to its corresponding budget resource assignment in the system. For each new earned RA in your file, the screen shows:

Field Shown	Description
WBS	The WBS code of the earned RA
Work Package	The work package number
Resource Code	The resource code (and description if available)
Description	The description from the imported record (truncated to 50 characters)
Resource Type	Labor, Non-Labor, or Travel
Start Date / Finish Date	The date range from the imported record

For each earned RA, you select which budget RA to link it to using radio buttons:

Skip: do not import this earned record (selected by default)
One option per matching budget RA found in the system, showing its ID, description, start/finish dates, total cost, and a note if an earned RA already exists for it (it will be updated)

If no budget records exist for an earned RA, a message indicates the record will be skipped and you must first import the corresponding budget record. Filter links at the top of the table help you navigate large mapping sets:

Filter	Shows
Show All	All earned RAs
Show No Matches	Earned RAs with no matching budget records
Show Skipped	Earned RAs marked as Skip
Show Single	Earned RAs with exactly one matching budget option
Show Multiple	Earned RAs with more than one matching budget option

Click Download to export the full mapping table to Excel for review before finalizing. Click Map Earned RA to process the selections. The result message shows how many records were imported and how many were skipped.

Import Types

Project Structure

Import Type	What Gets Created / Updated
Projects	New project records (snapshots): creates the project shell
Codes	Code files and individual code details (WBS codes, work package codes, activity codes, basis codes, etc.)
Calendars	Calendar definitions and their period structures
Holidays	Holiday dates added to existing calendars
Calendar Labels	Labels applied to calendar periods
Uncertainty Classes	Uncertainty classification definitions used in risk and contingency calculations

Resources and Rates

Import Type	What Gets Created / Updated
Resources	Resource files and resource codes (Labor, Non-Labor, Travel)
Resource Results	Resource result codes: maps resource codes to reporting categories (e.g., Form 1030). Does not create new resource files.
Resource Code Linked Codes	Links between resource codes and other code types
Rates	Rate files, rate sets, and individual rate entries
Premium Pay	Premium pay rate definitions by classification and months of service

Cost Estimates

Import Type	What Gets Created / Updated
Cost Estimates	New cost estimate records (work package estimates)
Resource Assignments	Resource assignments on cost estimates with time-phased data. Cannot update existing assignments; use Replace Timephase Data to update time-phased values.
Actual Resource Assignments	Actual cost resource assignments (separate from budget/baseline RAs). Triggers the Earned RA Mapping step after import.
Resource Assignment Replace Timephase Data	Replaces the time-phased monthly values on existing resource assignments
Resource Calculations	Resource calculation groups (insert-only; does not update existing records)
Cost Estimate Comments	Comments added to cost estimates
Contingency Assignments	Assigns contingency values to work packages from a contingency source file
Contingency Source Lines	Creates contingency source files and their line items
Variance Threshold	Variance threshold configurations for the project
Variance Narrative Entries	Variance narrative text entries by period

Schedule

Import Type	What Gets Created / Updated
Schedule	Project schedule tasks: activities with dates, durations, percent complete, and custom fields
Task Links	Predecessor/successor dependencies between schedule tasks
Activity Steps	Sub-steps within schedule activities

Notebooks and Documentation

Import Type	What Gets Created / Updated
Notebook Categories	Notebook category definitions and their predefined option lists
Notebook Entries	Notebook field values for work packages
WBS Dictionary	Notebook entries at the WBS level
Resource Assignment Notebook Entries	Notebook entries attached to individual resource assignments

Risk and Contingency

Import Type	What Gets Created / Updated
Risk Categories	Risk category master records
Risk Types	Risk type master records
Risk Items	Individual risk register entries
Potential Risks	Potential risk records linked to resource assignments
Risk ID Prefixes	Risk ID prefix configurations
Risk Thresholds	Risk threshold values
Risk Register Notebook Entries	Notebook entries attached to risk register records
Monte Carlo Simulations	Monte Carlo simulation data for probabilistic risk analysis

User and Security

Import Type	What Gets Created / Updated
Users	User account records
User Security	Work package and resource code permission assignments for users

Financial Reporting

Import Type	What Gets Created / Updated
Form 1030 (Code Results)	Resource code-to-Form 1030 category mappings

Export

How Exporting Works

Select a data type from the dropdown.
Apply any available filters for the selected type (project, WBS, date range, etc.).
Click Export Data.
- For standard types: the file downloads immediately.
- For Lambda-based types: the export is queued and runs asynchronously. Progress is shown in the notification bell. When complete, the file auto-downloads if you are still on the Export page.

Export Filters

Available filters depend on the selected export type. Filters appear dynamically when you choose a data type. File-based filters (Resource File, Code File, Rate File, OBS Code File, Contingency Source) default to showing only active files. Click Show All next to the filter label to include inactive files.

Filter	Applies To
Project	Most export types. Required for Cobra Export, Schedule by RA, and Primavera exports.
WBS	Cascades from Project: options update when a project is selected
Work Package	Cascades from WBS
Resource File	Resource and Resource Results exports: required to trigger the export
Resource Code	Cascades from Resource File; filters by individual code
Cost Class	Resource Assignments, Cost Estimate Timephase, Reporting; multi-select
Labor / Non-Labor / Travel Resource Result	Resource Assignments export
Start Date / Finish Date	Resource Assignments export
Rate File	Rate exports
Rate Set	Cascades from Rate File
Notebook Category	Notebook Entries exports
RA Notebook Category	Resource Assignment Notebook Entries export
Calendar	Holiday exports

Reporting Export Filters

The Reporting export type has an extended filter set:

Filter	Type	Description
Project	Required	The project to export data for
WBS	Optional	Narrow to a specific WBS branch
Work Package	Optional	Narrow to a specific work package
Resource Code	Optional	Filter by a single resource code
Resource Type	Optional	Labor, Non-Labor, or Travel
Cost Class	Multi-select	One or more cost classes
Resource Result	Multi-select	One or more resource result categories
Is Currency	Optional	Filter to currency or non-currency records
Fiscal Year	Multi-select	One or more fiscal years
EVT	Multi-select	Earned Value Technique values
CAM	Multi-select	Control Account Managers
Resource Date Start	Date	Start of resource date range
Resource Date End	Date	End of resource date range

Standard Exports

All import types are also available as exports. Select the data type and apply available filters, then click Export Data to download the file immediately as an Excel (.xlsx) file.

Special Export Formats

In addition to the standard data type exports, several specialized export formats are available:

Export	Description
Resource Assignments: Linear	Resource assignments in a flat/linear layout optimized for external tools
Cost Estimate Timephase	Full time-phased cost estimate data by resource type
Cobra Export	Data formatted for the COBRA earned value management system. Requires a project selection.
Schedule by Resource Assignment	Schedule activities organized by their linked resource assignments. Requires a project selection.
Primavera Schedule by Resource Assignment	Schedule export in Primavera-compatible format, organized by RA. Requires a project selection.
Schedule Status Update	CAM schedule status submission records
Schedule Status Steps	Step-level data from schedule status submissions
Signature Steps Completed	Record of completed signature approvals by estimate
Resource Assignment Calculation Audit Report	Detailed RA calculation data for audit and verification
Reporting	Comprehensive reporting data export with extensive filters. Streamed asynchronously; requires a project selection.
Dashboard	Dashboard configuration and data
IPMDAR	Integrated Program Management Data and Analysis Report (government standard EV format)

Lambda Export System

The following export types are processed asynchronously by the Dash360 Lambda export system:

Risk Categories
Risk Types
Premium Pay
Resource Results
Risk ID Prefixes
Holidays

When you trigger a Lambda-based export:

The request is queued and a job entry immediately appears in the Recent Exports grid below.
A progress notification appears in the notification bell (top navigation).
The job processes in the background; you can navigate away from this page.
When the export completes, the notification updates and the file auto-downloads if you are still on the Export page.
The completed file is available in the Recent Exports grid for download at any time.

Recent Exports Grid

Selecting a Lambda-based export type shows the Recent Exports grid filtered to that type. The grid shows the 10 most recent jobs, with Previous/Next pagination.

Column	Description
Data Type	The type of data exported
User	The user who triggered the export
Status	Queued, In Progress (running with progress bar), Completed, or Failed
Started	When the job was queued, in your local timezone
Completed	When the job finished, in your local timezone
Size	File size (KB or MB) when complete
Actions	Download button when complete; error indicator when failed; spinner when in progress

The grid updates automatically via real-time notifications (SignalR) as export jobs progress.

The Download button uses a pre-signed S3 URL that is generated fresh each time you click it. If the file was just completed, the button automatically retries up to 3 times with a short delay to allow the file to become available in S3.

If an export shows as Failed, verify the project has data for the selected export type. Contact your administrator if failures persist; it may indicate a Lambda connectivity issue.

Getting Started

Estimating

Earned Value

Reporting

Schedule

Risk

Admin

Concepts

Import & Export

Overview

Permissions

Import

How Importing Works

Import Options

Import Result

Actual Resource Assignments; Earned Mapping

Import Types

Project Structure

Resources and Rates

Cost Estimates

Schedule

Notebooks and Documentation

Risk and Contingency

User and Security

Financial Reporting

Export

How Exporting Works

Export Filters

Reporting Export Filters

Standard Exports

Special Export Formats

Lambda Export System

Recent Exports Grid

​Overview

​Permissions

​Import

​How Importing Works

​Import Options

​Field Mapping Modal

​Import Result

​Actual Resource Assignments; Earned Mapping

​Import Types

​Project Structure

​Resources and Rates

​Cost Estimates

​Schedule

​Notebooks and Documentation

​Risk and Contingency

​User and Security

​Financial Reporting

​Export

​How Exporting Works

​Export Filters

​Reporting Export Filters

​Standard Exports

​Special Export Formats

​Lambda Export System

​Recent Exports Grid

Overview

Permissions

Import

How Importing Works

Import Options

Field Mapping Modal

Import Result

Actual Resource Assignments; Earned Mapping

Import Types

Project Structure

Resources and Rates

Cost Estimates

Schedule

Notebooks and Documentation

Risk and Contingency

User and Security

Financial Reporting

Export

How Exporting Works

Export Filters

Reporting Export Filters

Standard Exports

Special Export Formats

Lambda Export System

Recent Exports Grid