Project Import

Projects can be created in bulk by downloading and uploading an import sheet.

To navigate here, go to Project->Project Setup->Projects.

Download Sample Template:

On the Projects page:

• Download the Sample Template.

Import Sheet Fields:

Fill the following fields in the template:

• Project Name

• Customer

• Company

• Project Category

• Customer Issue Visibility

• Don't Move Task On Stop

• Don't Start Timer On Drop

• Platform

• Person

• Project Manager(s)

• Billing Method

• Total Hour(s)

• Hour(s) Per Day

• Project Start Date

• Project End Date

• Budget

• Project Mode

• Project Mode Template

Important Behavior During Import:

• The columns with red background fill are mandatory.

• If you want to add more than Person or Manager, separate their names with a comma (,).

Uploading the File:

After filling the import sheet:

• Upload the file

• Review the column mapping

• Click Create.

• A popup displays:

  • Number of records inserted

  • Errors, if any