This article shows you how to transition a roadmap created in Excel to a Roadmunk roadmap.

Here's a snapshot of what a typical roadmap spreadsheet in Excel looks like.

Step 1: Identifying data pivots

The first step in the transition is identifying the data pivots in the Excel roadmap:

  1. The tasks being tracked
  2. The owner of the task
  3. The months that the task is being completed in
  4. The colour of the task to indicate status

Step 2: Formatting the data

The next step is to format the data in the spreadsheet by putting the pivot data identified in the previous step into separate columns for import into Roadmunk columns.

Here's a snapshot of what the data might look like before the formatting changes.

And here's a snapshot of what the data should like after the formatting.

The roadmap spreadsheet should now have:

  • an Owner column identifying owner of each item (e.g., Jerry, Elaine)
  • a Status column identifying the status of each item (e.g., In progress, Completed).

Part 3: Adding real dates

The next step before the import is adding real start and end dates for each date range represented in the spreadsheet using colored cells. The added dates should be formatted as Numbers, and the format should be consistent across all items.

Here's a snapshot of what the spreadsheet might look like before adding the dates.

And here's a snapshot of what it should look like after adding the dates.

The roadmap spreadsheet should now have:

  • A Start Date and an End Date column containing the start and end dates of each date range represented in the spreadsheet using colored cells
  • Dates in the columns formatted as Numbers using a consistent format (e.g, 01-Dec-16)

NOTE: For the import to Roadmunk to be successful, each item in the Excel roadmap must have a Start and End Date. Even if you don't know what an item's dates are, add a best-guess date. You can always change this once the date is in Roadmunk.

Part 4: Removing extra cells

Remove the month header row

Now that you've added real dates, you can remove the month header row at the top of the spreadsheet. When you're done, the spreadsheet should look like this:

Remove owner names

You should also remove the owner names that are above the listed items, delete any empty rows, and add Item as the row header (in the same row as Owner, Status, Start Date, and End Date). When you're done, the spreadsheet should look like this:

The roadmap spreadsheet should now have:

  • an Item column for the items in the roadmap
  • Owner and Status columns with appropriate values
  • Start Date and End Date columns, containing the start and end dates of each item, formatted as Numbers, and using a consistent format. 
  • No blank rows or cells

Part 5: Importing to Roadmunk

Finally, save the Excel file as a CSV and import it into Roadmunk following the instructions in Import items from CSV.

Did this answer your question?