If you would like to bulk import projects, that is no problem. You can use our CSV uploader to get going right away.

The following options are valid for uploading projects via our CSV template which can be downloaded here

name – (required)

  • Name of Project (Unique)

projectCode

  • Code to identify project (Can be used to overwrite the existing project)

status

  • active (Default if left blank)
  • archived
  • pending
  • planned
  • floating

start

  • Start Date (Format mm/dd/yyyy)

end

  • End Date (Format mm/dd/yyyy)

note

  • Plain Text
  • Empty (Default – No note)

link 1- 5

  • Links for project
  • Empty (default  No links)

budget

  • hours
  • cash
  • Empty (Default – No budget)

projectBudgetHours

  • Empty (Default – 0 hours)
  • Integer e.g. 50
  • Only valid if hours chosen in budget

projectBudgetCash

  • Empty (Default – 0)
  • Integer e.g. 7000
  • Only valid if cash chosen in budget

projectBudgetBillingRateDefault

  • Empty (Default TRUE)
  • TRUE (Use default billing rate defined in Settings)
  • FALSE (USE CUSTOM BILLING RATE)

projectBudgetBillingRate

  • Empty (Default 0)
  • Integer e.g. 250

sunday – monday

  • Empty (Default to company working days defined in Settings)
  • TRUE – Sets the day to working
  • FALSE – Sets the day to not working

group1 – group 5

  • Text – Enter the name of an existing or new group for this project to belong to.