The action of updating projects is simply done through a file. Below you will find additional steps and explanations for performing the update. You can find all the steps for importing projects, here.
- Go to main menu “Employees” – “Import projects”
- Click on the “Update” button on the first row
- Make the changes in the downloaded file
- Click on the “Upload the completed file” button
- Choose the file to update
- Click on the “Import” button
Additional explanations – updating projects
Below I will present a series of additional but essential information for the project update function to be performed correctly and efficiently.
- Hierarchy – Here you will mark the subprojects with “-”. Practically, you will write “-” on the line where the name of the subproject is (next to it). This way the application will know how to import the main projects and their subprojects automatically.
- ID – You will not write anything in this column. This is only completed in case of an update. The ID is a unique code that each project and subproject has in the database, through this code they are identified.
- Project name – The names of the projects or subprojects
- Is enabled – Here you can mark the active or disabled projects. By filling the column with the number “1” you mark the active projects, and by completing “0” you mark it as a disabled project. This way you can enable or disable projects through the update
- Other columns – if you have multiple columns in the file in addition to the ones mentioned above, these are the columns for custom fields / additional project information.
The yellow rows – represent the Main projects.
The gray rows – represent disabled projects or subprojects.
The colorless rows – represent the subprojects.
