Importing and Exporting Projects
Import
The Import Projects feature allows you to bulk upload multiple projects into the system quickly and efficiently. This is especially useful when migrating data from another system or setting up multiple projects at once.
Steps to Import Projects:
Prepare Your File:Create an Excel (.xls or .xlsx) or CSV (.csv) file with the necessary project details such as:
- Project Name
- Category
- Start and End Dates
- Project Owner
- Status, etc.
- Date Format:Ensure all date fields (e.g., start date, end date) are in the Y-m-d format (e.g., 2022-04-21) to avoid errors during import.
Access the Import Feature
- Navigate to:
- Work > Projects > Import Projects
- Upload the File:Click Upload, select your file, and confirm the upload. The system will process the file and create the projects accordingly.
Note: Double-check your file for missing or invalid data before uploading to ensure a smooth import.
Export Projects:
The Export Projects feature enables you to download project data in Excel format.
This helps with:
- Offline analysis and reporting
- Sharing project details with stakeholders
- Maintaining backup records
How to Export Projects:
Go to:
Work > Projects
Click:Export (typically located at the top-right or within the options menu)
Download File:Choose the export format (usually Excel) and download the file to your system.
This functionality ensures your project data is always portable, report-ready, and easy to archive or share when needed.