Use the project import function to add the complete list of projects in the application. If you want additional fields for projects, make sure you create them before importing projects. Here are the steps for creating custom fields for projects.
Follow the steps below to use the Project Import feature: Now you will be able to create templates in the application based on which you will be able to import projects. How do you create a template?
- Upload the file or paste the data from Excel
- Assign information to representative columns
- Then click the “Continue” button until the import is complete
Additional explanations – import projects
Now, you can create templates in the application, based on which you can import projects. How do you create a template?
- Add subprojects to this project
- Then click on the “Save as template” button
- Fill in the template name and click on “Add“
To import a project based on the template you created, create a column with “Template Name” in the import file.
Information that can be imported for projects
- Project name
- PID – unique project code
- Parent PID – unique code of the main project
- Template name
- Due date
- Estimated Progress
- Estimated time
- Responsible CNP – based on this information, you can also import the person responsible for the project
- Responsible email – based on this information, you can also import the person responsible for the project
- Responsible brand number – based on this information, you can also import the person responsible for the project
- Custom fields created by you
How do I prepare the file for import?
You just need to make sure there is a column for each piece of information you want to import (taking into account the list presented above).
