Project Import
Projects can be created in bulk by downloading and uploading an import sheet.
Download Sample Template:
On the Projects page:
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Download the Sample Template.
Import Sheet Fields:
Fill the following fields in the template:
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Project Name
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Customer
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Company
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Project Category
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Customer Issue Visibility
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Don't Move Task On Stop
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Don't Start Timer On Drop
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Platform
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Person
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Project Manager(s)
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Billing Method
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Total Hour(s)
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Hour(s) Per Day
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Project Start Date
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Project End Date
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Budget
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Project Mode
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Project Mode Template
Important Behavior During Import:
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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:
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Upload the file
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Review the column mapping
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Click Create.
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A popup displays:
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Number of records inserted
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Errors, if any
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