Let me provide a comprehensive solution addressing all three key areas:
EIB CSV Requirements:
Your CSV must use exact field headers from the EIB template with underscores (Task_Due_Date, Task_Start_Date). File encoding must be UTF-8 without BOM. Use semicolon or comma delimiters consistently - don’t mix. Each row must have values for all required fields even if they’re placeholder dates.
Date Format Validation:
The correct format for project task dates in EIB is strictly YYYY-MM-DD (ISO 8601 date only, no time component). Example valid dates:
Task_ID,Task_Name,Task_Start_Date,Task_Due_Date
PT-001,Design Phase,2025-03-15,2025-04-30
PT-002,Development,2025-05-01,2025-06-15
Critical validation rules:
- Start date must be before or equal to due date
- Dates cannot be in closed fiscal periods for financial projects
- Task dates must fall within parent project timeline
- No dates before project creation date in Workday
Project Task Migration Best Practices:
Before your main load, validate your data:
- Run a test import with 10 sample records covering edge cases (weekend dates, month-end dates, leap year dates)
- Check the EIB validation report - it shows line-by-line errors with specific format expectations
- Verify parent project IDs exist in Workday before loading child tasks
- For 2,000+ tasks, split into batches of 500 to isolate any problematic records
- Use Excel formula to convert your legacy dates: =TEXT(A2,“YYYY-MM-DD”)
- Strip any time components: if your source has “03/15/2025 14:30”, extract only the date portion
Common gotchas I’ve encountered:
- Excel auto-formatting dates when you open CSV (open in Notepad first to verify)
- Trailing spaces in date fields causing validation failure
- Mixed date formats within same CSV file
- Task dependencies referencing not-yet-loaded tasks
For your migration timeline, I’d recommend:
Week 1: Clean and reformat all 2,000 task dates to YYYY-MM-DD, validate parent projects exist
Week 2: Test load 50 tasks from different project types, fix any validation issues
Week 3: Batch load in groups of 500, verify task deadlines are correct in Workday UI
Week 4: Final reconciliation and team training
This approach has worked for several large project task migrations I’ve supported. The key is getting that date format exactly right and testing thoroughly before the full load.
This draft is based on general Workday knowledge. It has not been verified against your specific version and environment. Practitioners: verify the steps and share your experience below.