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.
- Upload the completed file. Dash360 reads the column headers and opens a field mapping modal where you match your file’s columns to the database fields.
- Review the validation results — every row is checked before anything is committed.
- Confirm to import. Imports are all-or-nothing; a validation failure on any row prevents the entire file from importing.
Import Options
Two options are available on the upload step:
| Option | Description |
|---|
| First Row Has Headers | Check if your file’s first row contains column labels (recommended; Dash360 uses them in the field mapping step) |
| Delete Associated RA References | (Schedule imports only) When importing a schedule that removes tasks, also remove the resource assignment links that referenced those tasks |
| Maintain Existing Weights | (Schedule imports only) Keep existing activity weight percentages on resource assignments rather than overwriting them with the imported schedule’s values |
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) |
| 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 |
| Schedule Status Update | (see Export section) |
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
Standard Exports
All import types are also available as exports. Select the data type and apply any available filters before downloading:
Common filters:
- Project — limit the export to one project
- WBS / Work Package — narrow to a specific part of the WBS
- Cost Class — export one estimate scenario
- Resource File / Resource Type / Resource Code — filter by resource
- CAM — filter by Control Account Manager
- Notebook Category — for notebook exports
- Risk Category / Risk Type — for risk exports
- Rate File — for rate exports
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 |
| Schedule by Resource Assignment | Schedule activities organized by their linked resource assignments |
| Primavera Schedule by Resource Assignment | Schedule export in Primavera-compatible format, organized by RA |
| 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; filtered by Resource Type, Fiscal Year, and Reporting Period. Streamed asynchronously for large datasets. |
| Dashboard | Dashboard configuration and data |
| IPMDAR | Integrated Program Management Data and Analysis Report (government standard EV format) |
Lambda Export System
Large exports are processed asynchronously by the Dash360 Lambda export system:
- Trigger the export — the request is queued.
- A notification appears in the bell icon with a progress bar.
- When complete, the notification updates and the file is available to download.
- All completed exports appear in the Recent Exports grid with download links.
The Recent Exports grid shows:
| Column | Description |
|---|
| Type | The data type exported |
| Project | The project (if applicable) |
| Status | Queued, In Progress, Complete, or Failed |
| Started / Completed | Timestamps for the export job |
| Download | Appears when the file is ready |
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.
