Overwriting Existing Data

• Ensure Sufficient Rows: Before pasting data, make sure you add an appropriate number of rows. The number of copied rows should match the number of created rows.
  
  
  
  
  
  

• Avoid Data Loss: Pasting data without sufficient rows will replace the content of existing rows. To avoid this:

  • Add a set of 10 rows in bulk for the required number of entries.
    
    
    
    

  • If there are extra rows, you can delete them after pasting.
    
    
    
    

• Check Row Count: Always check the number of rows before pasting to avoid overwriting important data.
  
  Before Pasting:
  
  
  
  
  After Pasting:
  
  
  
  

Parent-Child Hierarchy

• Copying Parent Rows: When you copy a parent row, only that row is copied. The child rows are not included, regardless of whether they are expanded or collapsed.

• Making Tasks Children of a Parent Task:

  • Click the respective cell (ensure its editable).

  • If it's not selectable, click in the title box and press Escape to exit the selection.
    
    
    
    
    
    

  • Use Shift + Down Arrow to select multiple rows.
    
    
    
    

  • Right-click and choose the Indent option to make the selected tasks children of the parent.
    
    
    
    
    
    

Using the Fill Handle

• The Fill Handle feature enables quick data entry, allowing you to drag and update values across cells as you would in Excel.
  
  
  
  

• Click a cell and drag the small square at the bottom-right corner to extend values across adjacent cells.
  

• Locked Fields: These cannot be updated using the Fill Handle.
  
  
  
  

• Editable Fields: Only editable fields can be filled using the Fill Handle.
  

• Date Fields: When dragging a date field, the next dates (e.g., Apr 6, Apr 7) will automatically populate the adjacent cells (e.g., Apr 8, Apr 9, etc.), excluding weekends will get excluded accordingly. 
  
  
  
  

• Unlock Necessary Fields: Ensure the fields are unlocked before using the Fill Handle for bulk updates.
  
  

Restricted Columns

• Some columns cannot accept pasted data.

  • Columns like Successors, Predecessors, and Baseline Duration will be skipped during the paste operation.
    
    
    
    

  • Note: While these columns can’t be pasted directly, you can still copy dates from locked cells.
    
    

Column and Data Alignment

• Matching Data Types: Ensure the column headers and data types in both Excel and the Planner Grid align when performing a bulk copy-paste operation. Mismatched data can cause errors or misalignment during the transfer.
  
  
  
  

• Align dropdown values such as Owner and Status to prevent errors.
  
  

Date Formatting

• Proper Date Format: Always use the format MMM DD, YYYY (e.g., Oct 18, 2024) for date fields.
  
  
  
  
  
  

• Correct Format: Following the correct date format ensures smooth data transfer without errors.
  
  

Handling Errors

• Error Alerts: If there are errors, such as invalid dates or incorrect dropdown values, an alert will appear.
  
  
  
  

• Skipping Problematic Cells: You can choose to skip the problematic cells. Simply click Close to ignore invalid cells and paste the rest of the data successfully.