Watch the demo here. 

 

You can upload your own schedule to RAVE, though the data needs to be laid out in a very specific way, and you must use our CSV Schedule Template format/layout i.e. any old schedule exported as an excel file won't upload into RAVE without some massaging first!  We made it easy by including a 'Sample CSV File' link for you to use - as you'll discover in the below process.

To upload your schedule to RAVE:

  • We first click on the 'Site|Build' button, then the 'Templates' sub-tab
  • Click on the ‘New Template’ button - to the top right of the page
  • From the new template screen, we click on the 'Upload CSV Template' button

    This will launch the ‘Upload CSV Template’ pop-up, detailing what scheduling data is able to be loaded via CSV, with a link to download the 'Sample_CSV_File'
    • Click on the link to download the 'Sample_CSV_File' 
    • Then open that file

      The 'Sample_CSV_File' schedule template, has a very simple and clear layout - displaying
      • The Task column - where our milestone names and task descriptions go 
      • The Start Date column - displays a number of acceptable date formatting options 
      • The Duration column - also displays a number of valid formatting options

        Note: The reference to ‘hours’ is only applicable to those with the advanced scheduling module) 

      • The ‘Assigned To’ column - where we can upload the primary assignee for this task

        Note: The person or company needs to be in your RAVE system already 

      • The milestone color in 'HEX' format

        RAVE Help TIP:  Use the 'Sample_CSV_File' as the template to copy and paste your schedule into, and resave for upload.

    • Click on the ‘Upload CSV Template’ pop-up's 'Template CSV' field to find your file and select it for upload
    • Then click the 'Submit' button to confirm.
    • After a few moments, your schedule will load, and the process will complete



  

 


 



Reasons Why your 'Sample_CSV_File' Upload may Fail

 

If your schedule 'Sample_CSV_File' upload fails, check out the list of potential causes and solutions below: 

  • Firstly the file needs to be saved as a CSV (plain text comma delimited) file - an excel file will not work. 
  • Milestone headers must only have a milestone name (column A) and the optional milestone color field completed (column E)  i.e. If you add a start date plus a duration to a milestone line, Rave will treat it as a task. 
  • All tasks need to be listed under a milestone header and each task must have a valid start date, and duration.
  • All task assignees must already be in your system - as a staff member, a site manager, a site staff member, or as a contractor (by name, email or company name)   Furthermore, the assignee's name must match the format as it appears in RAVE.

 

NOTE: If all these conditions are not met, your schedule upload will fail, and your RAVE session might time out.

 

If you have a problem with a failed upload:

  1. Go back to your CSV template and check that all the conditions above are met. Once you have corrected any data issues, have another go at uploading your CSV.   
  2. If you have checked for data issues, and are still experiencing problems uploading your CSV schedule file, email us on help@ravebuild.co.nz with your CSV file attached for us to check that out for you.