Who this is for: Admins and change leads moving existing projects into ChangePlan
ChangePlan can't take in a whole environment in one go. Some data can be bulk uploaded from Excel templates and some has to be entered in ChangePlan. Use this page to plan which spreadsheets to prepare and what to enter by hand.
Your data stays strictly confidential under our user agreement.
Organisation-wide audience data
Load these first, before you create initiatives:
- Org chart (org groups): bulk upload from Excel.
- Employees (individuals): bulk upload from Excel.
Creating an initiative
Enter these in the Create dialog for each initiative:
- Initiative name
- Portfolio
- Target go-live date
- Owner
Other details, such as the sponsor, are added afterwards on Edit initiative.
Within each initiative
Bulk upload from Excel | Enter in ChangePlan |
Audience: individuals and custom groups | Project documents |
Impacts | Change effort assessment |
Risks | Initiative brief questions |
Activities | Choosing the initiative's org groups |
Checklist items (optional) | |
Change canvas text | |
Project benefits |
Quick reference
Data | Bulk upload from Excel? |
Organisation org chart | Yes |
Organisation employees | Yes |
Initiative name, target go-live date, portfolio, owner, sponsor and other details | No, entered when you create and edit the initiative |
Audience individuals and custom groups (per initiative) | Yes |
Impacts (per initiative) | Yes |
Risks (per initiative) | Yes |
Activities (per initiative) | Yes |
Project documents | No |
Change effort assessment | No |
Initiative brief questions | No |
Choosing the initiative's org groups | No |
Checklist items | No (optional) |
Change canvas text | No |
Project benefits | No |
If you have a lot of in-flight project data to bring across, contact your ChangePlan contact. We can help you plan which spreadsheets to prepare first.
Related articles
Still stuck?
Email support@changeplan.co with a screenshot of what you see, and we'll help.
Last updated: 20 October 2026