How to Import Projects

How to Import Projects

Please follow the steps below to import Project lists
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Projects-> Projects
  3. Click on the button for More Options
  4. Click on Import Data
  5. Choose Excel as your File Type
  6. Click on  Browse and find your file. 
    Please ensure you DO NOT tick the options Do not execute the "onSuccess" and "onValidate" Scripts. These options are important for processing the import function.

  7. Click Next
  8. Make sure the Data Import mapping is located correctly.
  9. Select "Don't import the data" On Import Errors.
  10. Click Import Data.
Compulsory Items to Import Project list: Project Billing Type (Either 'Quoted' or 'Charge Up'), Project Claim Type (is always 'Activity Summary'),Project Name, Client (They have to already exisit in Clients in Construction and be spelt the exact same way), Start Date (Has to be in the format dd-mmm-YYYY eg.23-Jan-2023) and Status (*Status is always equal to 'Active'). It would be good to include Address, End 
Date, Base Contract. 
Please find the attached template for importing Projects. 

Related Articles