Create projects from an Excel plan

Many of you already have project plans in Excel, often exported from MS Project. Now you can drag one onto a project board and TopLeft turns it into a project.

Video

In the video, we drop in an M365 migration plan with phases, durations, predecessors and resource names. About 30 seconds later the AI has drafted it as a Gantt chart. At the top it lists what it assumed. With this plan, it read the predecessor numbers from the ID column, not the row numbers. Tasks it wasn't sure about get a question mark, and a name it couldn't match to a member or role goes in the task notes.

Fix anything on the Gantt, or add a note like "Column F is hours" and click Ask the AI again.

Then click Create project, choose the account and start date, and TopLeft creates the project, phases and tasks in your PSA. That took a few minutes for this plan, because it's a lot of calls to the PSA's API. Tick Also save as a template if you'll reuse the plan.

To make a template without creating a project, use Settings > Project Templates > Import from Excel.

You need AI turned on under Settings > AI. It works on ConnectWise, Autotask and HaloPSA, for Manager and User seats. The article has the details and limits.

If you hit bugs, odd defaults or date problems, let us know.